ATH-PA:NYE-Athene Holding Ltd (USD)

PREFERRED STOCK | Insurance - Life |

Last Closing

USD 23.54

Change

+0.14 (+0.60)%

Market Cap

USD 7.42B

Volume

0.02M

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2025-05-02 )

Largest Industry Peers for Insurance - Life

Symbol Name Price(Change) Market Cap
AFL Aflac Incorporated

+0.22 (+0.21%)

USD 58.31B
MET-PA MetLife Inc Preferred Stock Se..

+0.12 (+0.51%)

USD 45.36B
MET-PE MetLife Inc Preferred Stock Se..

-0.07 (-0.32%)

USD 41.25B
PRU Prudential Financial Inc

-0.95 (-0.92%)

USD 35.25B
PUK Prudential PLC ADR

-0.05 (-0.23%)

USD 27.78B
PRI Primerica Inc

-2.47 (-0.93%)

USD 8.42B
JXN Jackson Financial Inc

-0.38 (-0.47%)

USD 5.19B
FG F&G Annuities & Life Inc.

-0.27 (-0.75%)

USD 4.52B
ATH-PD Athene Holding Ltd.

+0.06 (+0.36%)

N/A
MET-PF MetLife Inc Preferred Stock Se..

-0.16 (-0.82%)

N/A

ETFs Containing ATH-PA

PSK SPDR® ICE Preferred Secu.. 0.00 % 0.45 %

-0.17 (-0.48%)

USD 0.81B
PRFD:LSE PowerShares Preferred Sha.. 0.00 % 0.00 %

N/A

USD 0.10B
PFFD Global X U.S. Preferred E.. 0.00 % 0.00 %

-0.09 (-0.48%)

USD 2.18B

Market Performance

  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 -3.37% 35% F 43% F
Dividend Return 1.63% 71% C- 65% D
Total Return -1.74% 39% F 48% F
Trailing 12 Months  
Capital Gain -0.76% 41% F 41% F
Dividend Return 6.69% 90% A- 85% B
Total Return 5.93% 36% F 55% F
Trailing 5 Years  
Capital Gain -2.49% 25% F 30% F
Dividend Return 32.88% 77% C+ 75% C
Total Return 30.40% 31% F 36% F
Average Annual (5 Year Horizon)  
Capital Gain -1.48% 32% F 27% F
Dividend Return 3.69% 32% F 42% F
Total Return 5.18% 85% B 83% B
Risk Return Profile  
Volatility (Standard Deviation) 12.83% 73% C 71% C-
Risk Adjusted Return 28.81% 32% F 46% F
Market Capitalization 7.42B 33% F 83% B

Annual Financials (USD)

Quarterly Financials (USD)

Analyst Rating

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.

What to like:
Underpriced compared to earnings

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.

Superior total returns

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.

What to not like:
Poor risk adjusted returns

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.

Below median dividend returns

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.

Low market capitalization

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.

Negative cashflow

The company had negative total cash flow in the most recent four quarters.

Low Earnings Growth

This stock has shown below median earnings growth in the previous 5 years compared to its sector

Low Revenue Growth

This stock has shown below median revenue growth in the previous 5 years compared to its sector

Low Dividend Growth

This stock has shown below median dividend growth in the previous 5 years compared to its sector.