Values as of: 2025-04-25
PREFERRED STOCK | Insurance - Life |
Last Closing
USD 23.77Change
+0.09 (+0.38)%Market Cap
USD 7.42BVolume
0.02MAnalyst Target
N/AVerdict
Verdict
Athene Holding Ltd., a financial services company, specializes in issuing, reinsuring, and acquiring retirement savings products for individuals and institutions in the United States and internationally. It offers fixed indexed, fixed rate, registered index-linked, private placement variable, income riders to fixed, payout, and group annuities. The company also provides life and other products that include life insurance policies assumed through reinsurance transactions and other retail products, including legacy run-off or ceded business and statutory closed blocks. In addition, it issues funding agreements to institutional investors; and offers a suite of services for investment portfolio, including direct investment management, asset allocation, mergers and acquisitions asset diligence, and operational support services, including investment compliance, tax, legal, and risk management support. Athene Holding Ltd. distributes its products through various channels that include retail, flow reinsurance, institutional, and acquisitions and block reinsurance. The company was incorporated in 2008 and is headquartered in West Des Moines, Iowa.
Company Website : https://www.athene.com
Currency: USD
Country : USA
| Symbol | Name | Price(Change) | Market Cap |
|---|---|---|---|
| AFL | Aflac Incorporated |
-1.20 (-1.10%) |
USD 58.31B |
| MET-PA | MetLife Inc Preferred Stock Se.. |
+0.03 (+0.11%) |
USD 45.36B |
| MET-PE | MetLife Inc Preferred Stock Se.. |
N/A |
USD 41.25B |
| PRU | Prudential Financial Inc |
-1.13 (-1.09%) |
USD 35.25B |
| PUK | Prudential PLC ADR |
-0.28 (-1.29%) |
USD 26.98B |
| PRI | Primerica Inc |
-1.95 (-0.74%) |
USD 8.42B |
| JXN | Jackson Financial Inc |
+0.38 (+0.50%) |
USD 5.19B |
| FG | F&G Annuities & Life Inc. |
-0.34 (-0.96%) |
USD 4.52B |
| ATH-PD | Athene Holding Ltd. |
+0.07 (+0.42%) |
N/A |
| MET-PF | MetLife Inc Preferred Stock Se.. |
-0.01 (-0.05%) |
N/A |
| Symbol | Name | Weight | Mer | Price(Change) | Market Cap |
|---|---|---|---|---|---|
| PSK | SPDR® ICE Preferred Secu.. | 0.00 % | 0.45 % |
+0.03 (+0.16%) |
USD 0.81B |
| PRFD:LSE | PowerShares Preferred Sha.. | 0.00 % | 0.00 % |
-0.05 (0.16%) |
USD 0.10B |
| PFFD | Global X U.S. Preferred E.. | 0.00 % | 0.00 % |
+0.03 (+0.16%) |
USD 2.18B |
| Market Performance vs. Industry/Classification (Insurance - Life) | Market Performance vs. Exchange | ||||||
| Value | Sector Median | Percentile Rank | Grade | Market Median | Percentile Rank | Grade | |
| YTD | |||||||
| Capital Gain | -2.42% | 43% | F | 54% | F | ||
| Dividend Return | 1.63% | 71% | C- | 67% | D+ | ||
| Total Return | -0.79% | 48% | F | 60% | D- | ||
| Trailing 12 Months | |||||||
| Capital Gain | 2.28% | 45% | F | 54% | F | ||
| Dividend Return | 6.83% | 85% | B | 85% | B | ||
| Total Return | 9.11% | 45% | F | 68% | D+ | ||
| Trailing 5 Years | |||||||
| Capital Gain | -4.58% | 25% | F | 29% | F | ||
| Dividend Return | 31.87% | 77% | C+ | 73% | C | ||
| Total Return | 27.29% | 25% | F | 34% | F | ||
| Average Annual (5 Year Horizon) | |||||||
| Capital Gain | -1.32% | 32% | F | 28% | F | ||
| Dividend Return | 3.84% | 32% | F | 42% | F | ||
| Total Return | 5.16% | 85% | B | 83% | B | ||
| Risk Return Profile | |||||||
| Volatility (Standard Deviation) | 12.95% | 73% | C | 70% | C- | ||
| Risk Adjusted Return | 29.62% | 32% | F | 46% | F | ||
| Market Capitalization | 7.42B | 33% | F | 83% | B | ||
| Target Price Action | Rating Action | Analyst | Rating | Price | Date |
|---|
This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.
The stock is trading low compared to its peers on a price to earning basis and is in the top quartile. It may be underpriced but do check its financial performance to make sure there is no specific reason.
The stock has outperformed its sector peers on average annual total returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile.
This company is delivering below median risk adjusted returns in its peers. Even if it is outperforming on returns , the returns are unpredictable. Proceed with caution.
The company’s average income yield over the past 5 years has been low compared to its peers. However, it is not a problem if you are not looking for income.
This is among the smaller entities in its sectors with below median market capitalization. That may make it less stable in the long run unless it has a unique technology or market which can help it grow or get acquired in future.
The company had negative total cash flow in the most recent four quarters.
This stock has shown below median revenue growth in the previous 5 years compared to its sector
This stock has shown below median dividend growth in the previous 5 years compared to its sector.
