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

PREFERRED STOCK | Insurance - Life |

Last Closing

USD 23.34

Change

-0.22 (-0.93)%

Market Cap

USD 7.46B

Volume

0.28M

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2025-05-30 )

Largest Industry Peers for Insurance - Life

Symbol Name Price(Change) Market Cap
AFL Aflac Incorporated

N/A

USD 57.75B
MET-PA MetLife Inc Preferred Stock Se..

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USD 46.85B
MET-PE MetLife Inc Preferred Stock Se..

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USD 41.31B
PRU Prudential Financial Inc

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USD 36.08B
PUK Prudential PLC ADR

N/A

USD 29.50B
PRI Primerica Inc

N/A

USD 8.76B
JXN Jackson Financial Inc

N/A

USD 5.78B
FG F&G Annuities & Life Inc.

N/A

USD 4.31B
MET-PF MetLife Inc Preferred Stock Se..

N/A

N/A
ATH-PC Athene Holding Ltd

N/A

N/A

ETFs Containing ATH-PA

PSK SPDR® ICE Preferred Secu.. 1.23 % 0.45 %

N/A

USD 0.81B
JHPI John Hancock Preferred In.. 1.04 % 0.00 %

N/A

USD 0.08B
PRFP:LSE PowerShares Preferred Sha.. 0.82 % 0.00 %

N/A

USD 0.10B
FPE First Trust Preferred Sec.. 0.00 % 0.85 %

N/A

USD 5.67B
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 %

N/A

USD 2.30B
PFFV Global X Variable Rate Pr.. 0.00 % 0.00 %

N/A

USD 0.30B

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 -4.19% 33% F 34% F
Dividend Return 1.63% 50% F 61% D-
Total Return -2.56% 38% F 37% F
Trailing 12 Months  
Capital Gain -3.67% 26% F 33% F
Dividend Return 6.55% 90% A- 85% B
Total Return 2.88% 26% F 42% F
Trailing 5 Years  
Capital Gain -7.16% 31% F 31% F
Dividend Return 31.57% 77% C+ 76% C+
Total Return 24.41% 31% F 38% F
Average Annual (5 Year Horizon)  
Capital Gain -1.83% 35% F 28% F
Dividend Return 3.38% 35% F 43% F
Total Return 5.21% 90% A- 83% B
Risk Return Profile  
Volatility (Standard Deviation) 12.57% 70% C- 69% C-
Risk Adjusted Return 26.90% 35% F 46% F
Market Capitalization 7.46B 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:
Superior capital utilization

The company management has delivered better return on invested capital in the most recent 4 quarters than its peers, placing it in the top quartile.

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.

Positive cash flow

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

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.

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