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Athene Holding SEC Filings

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Athene Holding Ltd. furnished an update for fixed income investors by posting an “Athene Fixed Income Investor Presentation May 2026” on its investor relations website. The presentation accompanies a fixed income investor call taking place on May 15, 2025, at 10:00 a.m. Eastern Time.

The company notes that this information is provided under Regulation FD as furnished, not filed, meaning it is not subject to certain Exchange Act liabilities and is not automatically incorporated into other Securities Act or Exchange Act filings unless specifically referenced.

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Athene Holding Ltd. furnished an update for fixed income investors by posting an “Athene Fixed Income Investor Presentation May 2026” on its investor relations website. The presentation accompanies a fixed income investor call taking place on May 15, 2025, at 10:00 a.m. Eastern Time.

The company notes that this information is provided under Regulation FD as furnished, not filed, meaning it is not subject to certain Exchange Act liabilities and is not automatically incorporated into other Securities Act or Exchange Act filings unless specifically referenced.

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Athene Holding Ltd. reported a sharp swing to a GAAP net loss available to common of $1,973 million for the first quarter ended March 31, 2026, compared with a profit of $420 million a year earlier. Management attributes the drop in adjusted equity and higher leverage mainly to a $1.7 billion one-time tax expense tied to changes in Bermuda corporate income tax treatment. Despite the loss, Athene’s core spread-focused franchise remained profitable: non‑GAAP spread related earnings were $719 million, down 11% year over year, with net investment spread of 1.34% and net spread of 0.97%. Total assets reached $447,804 million and net invested assets were $300,290 million, supported by predominantly investment‑grade credit quality. Gross organic inflows were $19,747 million and net flows were $8,979 million, showing continued growth in annuity and funding agreement liabilities.

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Athene Holding Ltd. reported a sharp swing to a GAAP net loss available to common of $1,973 million for the first quarter ended March 31, 2026, compared with a profit of $420 million a year earlier. Management attributes the drop in adjusted equity and higher leverage mainly to a $1.7 billion one-time tax expense tied to changes in Bermuda corporate income tax treatment. Despite the loss, Athene’s core spread-focused franchise remained profitable: non‑GAAP spread related earnings were $719 million, down 11% year over year, with net investment spread of 1.34% and net spread of 0.97%. Total assets reached $447,804 million and net invested assets were $300,290 million, supported by predominantly investment‑grade credit quality. Gross organic inflows were $19,747 million and net flows were $8,979 million, showing continued growth in annuity and funding agreement liabilities.

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Athene Holding Ltd. posted a sharp turnaround to a Q1 2026 net loss of $1,482 million, compared with income a year earlier, as significant investment-related losses and a large income tax expense outweighed strong portfolio income. Total revenues were $3,668 million, down from $4,186 million, with net investment income rising to $4,769 million but more than offset by $2,078 million of investment-related losses and derivative impacts.

Total assets increased slightly to $447,804 million, while total liabilities rose to $414,104 million. Stockholders’ equity attributable to Athene declined to $17,848 million, reflecting both the net loss and other comprehensive losses from market movements on available-for-sale securities and hedging instruments.

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Athene Holding Ltd. posted a sharp turnaround to a Q1 2026 net loss of $1,482 million, compared with income a year earlier, as significant investment-related losses and a large income tax expense outweighed strong portfolio income. Total revenues were $3,668 million, down from $4,186 million, with net investment income rising to $4,769 million but more than offset by $2,078 million of investment-related losses and derivative impacts.

Total assets increased slightly to $447,804 million, while total liabilities rose to $414,104 million. Stockholders’ equity attributable to Athene declined to $17,848 million, reflecting both the net loss and other comprehensive losses from market movements on available-for-sale securities and hedging instruments.

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Athene Holding Ltd. filed a report to furnish Apollo Global Management’s first-quarter 2026 earnings presentation, which includes Athene’s results. Apollo reported a GAAP net loss attributable to common stockholders of $1.93 billion, or $(3.27) per share, driven largely by a one-time $1.7 billion Bermuda tax expense.

On a non-GAAP basis, Apollo’s Adjusted Net Income was $1.21 billion, or $1.94 per share. Fee Related Earnings reached a record $728 million and Spread Related Earnings were $719 million. Total assets under management climbed to $1.03 trillion with quarterly inflows of $115 billion and last-twelve-month inflows of $300 billion.

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Athene Holding Ltd. filed a report to furnish Apollo Global Management’s first-quarter 2026 earnings presentation, which includes Athene’s results. Apollo reported a GAAP net loss attributable to common stockholders of $1.93 billion, or $(3.27) per share, driven largely by a one-time $1.7 billion Bermuda tax expense.

On a non-GAAP basis, Apollo’s Adjusted Net Income was $1.21 billion, or $1.94 per share. Fee Related Earnings reached a record $728 million and Spread Related Earnings were $719 million. Total assets under management climbed to $1.03 trillion with quarterly inflows of $115 billion and last-twelve-month inflows of $300 billion.

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Athene Holding Ltd. furnished an update under Regulation FD to let investors know that it has posted new investor presentations on its website at ir.athene.com. The materials are titled “Alternatives Portfolio Spotlight May 2026,” “Asset Portfolio Compendium May 2026,” and “‘Affiliated’ and ‘Related Party’ Assets May 2026.” The information is furnished, not filed, and is not automatically incorporated into other securities law filings unless specifically referenced.

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Athene Holding Ltd. furnished an update under Regulation FD to let investors know that it has posted new investor presentations on its website at ir.athene.com. The materials are titled “Alternatives Portfolio Spotlight May 2026,” “Asset Portfolio Compendium May 2026,” and “‘Affiliated’ and ‘Related Party’ Assets May 2026.” The information is furnished, not filed, and is not automatically incorporated into other securities law filings unless specifically referenced.

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Athene Holding Ltd. released preliminary figures for its alternative net investment income for the quarter ended March 31, 2026. The company estimates alternative net investment income of approximately $205 million pre-tax, representing an estimated 6% annualized return on alternative net investments.

Within this portfolio, Athene expects an estimated 7% annualized return from a pooled investment vehicle that holds the large majority of its alternative investments, despite an approximately (17)% annualized total return for the S&P 500 in the same period. Other alternative investments, including retirement services platforms, are estimated to earn a 3% annualized return.

Management emphasizes these figures are preliminary, subject to completion of closing procedures, and have not been audited or reviewed by the independent registered public accounting firm. Final results and broader financial details are expected in Apollo Global Management’s quarterly release and earnings call scheduled for May 6, 2026.

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Athene Holding Ltd. released preliminary figures for its alternative net investment income for the quarter ended March 31, 2026. The company estimates alternative net investment income of approximately $205 million pre-tax, representing an estimated 6% annualized return on alternative net investments.

Within this portfolio, Athene expects an estimated 7% annualized return from a pooled investment vehicle that holds the large majority of its alternative investments, despite an approximately (17)% annualized total return for the S&P 500 in the same period. Other alternative investments, including retirement services platforms, are estimated to earn a 3% annualized return.

Management emphasizes these figures are preliminary, subject to completion of closing procedures, and have not been audited or reviewed by the independent registered public accounting firm. Final results and broader financial details are expected in Apollo Global Management’s quarterly release and earnings call scheduled for May 6, 2026.

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Athene Holding Ltd. is a financial services company focused on retirement savings, issuing and reinsuring annuities and funding agreements for individuals and institutions. Apollo Global Management beneficially owns 100% of its common stock, with 203,805 shares outstanding as of February 23, 2026.

In 2025, gross premiums and deposits, net of external ceded reinsurance, reached $83.65 billion, led by annuities of $46.16 billion and funding agreements of $35.38 billion. Net reserve liabilities totaled $271.23 billion, with 72% in annuity products. Athene leverages Apollo’s global asset management platform to pursue spread-based returns, emphasizing high-grade fixed income, direct origination and alternatives. Capital support includes on-demand vehicles ACRA 1 and ACRA 2, which together had $142.1 billion of retroceded reserve liabilities and $2.8 billion of undrawn third-party commitments as of December 31, 2025. Major insurance subsidiaries carry strong financial strength ratings of A+ or A1 with stable outlooks.

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Athene Holding Ltd. is a financial services company focused on retirement savings, issuing and reinsuring annuities and funding agreements for individuals and institutions. Apollo Global Management beneficially owns 100% of its common stock, with 203,805 shares outstanding as of February 23, 2026.

In 2025, gross premiums and deposits, net of external ceded reinsurance, reached $83.65 billion, led by annuities of $46.16 billion and funding agreements of $35.38 billion. Net reserve liabilities totaled $271.23 billion, with 72% in annuity products. Athene leverages Apollo’s global asset management platform to pursue spread-based returns, emphasizing high-grade fixed income, direct origination and alternatives. Capital support includes on-demand vehicles ACRA 1 and ACRA 2, which together had $142.1 billion of retroceded reserve liabilities and $2.8 billion of undrawn third-party commitments as of December 31, 2025. Major insurance subsidiaries carry strong financial strength ratings of A+ or A1 with stable outlooks.

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Athene Holding Ltd. furnished its fourth-quarter 2025 financial supplement, showing lower accounting profit but continued balance sheet and spread-earnings growth. Net income available to common stockholder was $488 million for Q4 2025 and $2.634 billion for 2025, down 20% from 2024, while return on assets eased to 0.65% for the year.

Management’s key non-GAAP metric, spread related earnings, remained solid at $865 million in Q4 2025 and $3.361 billion for 2025, up 4% year over year, though net spread compressed to 1.20%. Total assets rose 22% to $442.2 billion and net invested assets increased 18% to $292.4 billion, supported by strong total gross inflows of $83.4 billion and net flows of $47.9 billion in 2025.

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Athene Holding Ltd. furnished its fourth-quarter 2025 financial supplement, showing lower accounting profit but continued balance sheet and spread-earnings growth. Net income available to common stockholder was $488 million for Q4 2025 and $2.634 billion for 2025, down 20% from 2024, while return on assets eased to 0.65% for the year.

Management’s key non-GAAP metric, spread related earnings, remained solid at $865 million in Q4 2025 and $3.361 billion for 2025, up 4% year over year, though net spread compressed to 1.20%. Total assets rose 22% to $442.2 billion and net invested assets increased 18% to $292.4 billion, supported by strong total gross inflows of $83.4 billion and net flows of $47.9 billion in 2025.

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Athene Holding Ltd. filed an 8-K to furnish Apollo Global Management’s fourth-quarter and full-year 2025 earnings presentation, which includes Athene-related results. Apollo reported GAAP net income attributable to common stockholders of $660 million for Q4 2025 and $3.395 billion for the full year, or $1.07 and $5.58 per share. Adjusted Net Income, Apollo’s primary non‑GAAP metric, was $1.540 billion in Q4 and $5.195 billion for 2025, or $2.47 and $8.38 per share. Fee Related Earnings reached a record $690 million in Q4 and $2.528 billion in 2025, while Spread Related Earnings were $865 million in Q4 and $3.361 billion for the year. Assets under management rose to $938 billion, with fee‑generating AUM of $709 billion, supported by Q4 inflows of $42 billion and record 2025 inflows of $228 billion. Apollo returned about $1.5 billion to stockholders in the last twelve months via dividends and buybacks, plans to lift its annual dividend from $2.04 to $2.25 per share starting with the first-quarter 2026 dividend, and on February 9, 2026 authorized a new $4.0 billion share repurchase program.

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Athene Holding Ltd. filed an 8-K to furnish Apollo Global Management’s fourth-quarter and full-year 2025 earnings presentation, which includes Athene-related results. Apollo reported GAAP net income attributable to common stockholders of $660 million for Q4 2025 and $3.395 billion for the full year, or $1.07 and $5.58 per share. Adjusted Net Income, Apollo’s primary non‑GAAP metric, was $1.540 billion in Q4 and $5.195 billion for 2025, or $2.47 and $8.38 per share. Fee Related Earnings reached a record $690 million in Q4 and $2.528 billion in 2025, while Spread Related Earnings were $865 million in Q4 and $3.361 billion for the year. Assets under management rose to $938 billion, with fee‑generating AUM of $709 billion, supported by Q4 inflows of $42 billion and record 2025 inflows of $228 billion. Apollo returned about $1.5 billion to stockholders in the last twelve months via dividends and buybacks, plans to lift its annual dividend from $2.04 to $2.25 per share starting with the first-quarter 2026 dividend, and on February 9, 2026 authorized a new $4.0 billion share repurchase program.

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Athene Holding Ltd. is providing preliminary estimates for its alternative net investment income for the fourth quarter ended December 31, 2025. The company estimates alternative net investment income of approximately $325 million pre-tax, which it states equates to an estimated 10% annualized return on alternative net investments for the quarter. Within this portfolio, Athene estimates a 10% annualized return from a pooled investment vehicle holding the large majority of its alternative investments and a 7% annualized return from other alternative investments, including retirement services platforms.

The company notes that alternative net investment income is a component of its non-GAAP measure Spread Related Earnings. These figures are preliminary, prepared before completion of closing procedures and before review by its independent registered public accounting firm, and actual results for the period may differ, possibly materially. Athene and its parent Apollo Global Management, Inc. plan to release full fourth quarter results and related materials on February 9, 2026.

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Athene Holding Ltd. is providing preliminary estimates for its alternative net investment income for the fourth quarter ended December 31, 2025. The company estimates alternative net investment income of approximately $325 million pre-tax, which it states equates to an estimated 10% annualized return on alternative net investments for the quarter. Within this portfolio, Athene estimates a 10% annualized return from a pooled investment vehicle holding the large majority of its alternative investments and a 7% annualized return from other alternative investments, including retirement services platforms.

The company notes that alternative net investment income is a component of its non-GAAP measure Spread Related Earnings. These figures are preliminary, prepared before completion of closing procedures and before review by its independent registered public accounting firm, and actual results for the period may differ, possibly materially. Athene and its parent Apollo Global Management, Inc. plan to release full fourth quarter results and related materials on February 9, 2026.

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FAQ

How many Athene Holding (ATHS) SEC filings are available on StockTitan?

StockTitan tracks 26 SEC filings for Athene Holding (ATHS), including 10-K annual reports, 10-Q quarterly reports, 8-K current reports, and Form 4 insider trading disclosures. Each filing includes AI-generated summaries, impact scoring, and sentiment analysis.

When was the most recent SEC filing for Athene Holding (ATHS)?

The most recent SEC filing for Athene Holding (ATHS) was filed on May 15, 2026.