ATHS Stock Snapshot Price, market cap, P/E, EPS, ROE, debt/equity, 52-week range

03
Price $23.51
Revenue $25.68B
ROE 14.7%
52W Range $23–$26

ATHS Stock Price Chart Daily OHLCV with technical indicators — pan, zoom, and customize your view

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About Athene Holding Ltd. 7.250% Fixed-Rate Reset Junior Subordinated Debentures due 2064 Company overview from Wikipedia

05 · wikidata
sectorFinancials industryInsurance countryUS

10-Year Performance Revenue, net income, margins and EPS trends

06
Revenue$25.68B
2016-12-31 → 2025-12-31
Net margin2.9%
2016-12-31 → 2025-12-31
Valuation & Ratios 07–12

Valuation P/E, P/S, P/B, EV/EBITDA ratios — is the stock expensive or cheap?

No data for this ratio group yet

Not enough fundamentals data to compute this ratio group yet.

value · ≈ 5Y avg · industry median · verdict relative to median

Dividends Yield, payout ratio, dividend history, 5Y CAGR

13
Payout Ratio27.7%
Annualized Payout≈$1.81Paid quarterly
Ex-dateAmountCurrencyYield
Sep 15, 2026$0.45USD≈7.4%
Jun 15, 2026$0.45USD≈7.4%
Mar 13, 2026$0.45USD≈7.4%
Dec 15, 2025$0.45USD≈7.3%
Sep 15, 2025$0.45USD≈7.0%
Jun 13, 2025$0.45USD≈5.5%
Mar 14, 2025$0.45USD≈3.6%
Dec 13, 2024$0.45USD≈1.8%

Full Fundamentals All metrics by year — income statement, balance sheet, cash flow

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Income Statement 4
Metric Trend 20252024202320222021202020192018201720162015
Revenue $25.68B$20.69B$28.19B$7.62B$26.32B$14.76B$16.26B$6.64B$8.79B$4.11B$2.62B
Pretax Income $5.11B$5.63B$4.59B$-5.66B$4.19B$2.21B$2.30B$1.18B$1.46B$712M$590M
Income Tax $886M$730M$-1.16B$-646M$386M$285M$117M$122M$106M$-61M$12M
Net Income $2.71B$3.46B$4.67B$-2.91B$3.86B$1.54B$2.17B$1.05B$1.36B$773M$562M
Balance Sheet 13
Metric Trend 20252024202320222021202020192018201720162015
Cash & Equivalents ··$13.02B$7.78B$9.48B$7.70B$4.24B$3.40B$5.00B$2.52B$2.72B
Short-term Investments ······$596M····
Goodwill $4.07B$4.06B$4.07B$4.06B$0······
Intangibles $1.64B$1.72B·········
Total Assets $442.20B$363.34B$300.58B$243.93B$235.15B$202.77B$146.88B$125.50B$100.16B$86.70B$80.85B
Short-term Debt ·····$0$475M····
Total Liabilities $406.57B$337.47B$279.34B$233.38B$212.97B$182.63B$132.73B$117.23B$90.98B$79.84B$75.49B
Long-term Debt $7.85B$6.31B$4.21B$3.66B$2.96B$1.98B$992M····
Paid-in Capital $19.24B$19.59B$19.50B$18.12B$6.67B$6.61B$4.17B$3.46B$3.47B$3.42B$3.28B
Retained Earnings $3.90B$2.24B$-92M$-3.64B$11.03B$8.07B$6.94B$5.29B$4.25B$3.07B$2.32B
AOCI $-2.64B$-5.46B$-5.57B$-7.32B$2.43B$3.97B$2.28B$-472M$1.45B$366M$-237M
Stockholders' Equity $20.49B$16.36B$13.84B$7.16B$20.13B$18.66B$13.39B$8.28B$9.18B$6.88B$5.37B
Liabilities + Equity $442.20B$363.34B$300.58B$243.93B$235.15B$202.77B$146.88B$125.50B$100.16B$86.70B$80.85B
Cash Flow 13
Metric Trend 20252024202320222021202020192018201720162015
Deferred Tax ·$-245M$-1.88B$-1.02B$-24M$178M$64M$44M$101M$-28M$31M
Amort. of Intangibles $115M$117M$120M········
Operating Cash Flow $5.16B$1.88B$4.98B$6.26B$10.29B$4.15B$2.66B$2.87B$3.17B$1.20B$1.05B
Investing Cash Flow $-63.80B$-61.92B$-43.65B$-34.38B$-27.93B$-14.82B$-9.96B$-8.17B$-5.77B$-2.66B$-52M
Debt Issued ····$997M$992M$0$998M$0$0·
Net Debt Issued ····$997M·$0$998M···
Stock Issued ··$0$0$11M$351M$0$0···
Stock Repurchased ··$0$0$8M$428M$832M$105M···
Net Stock Activity ··$0$0$3M······
Dividends Paid $752M$452M$937M$1.31B$0$0·····
Financing Cash Flow $61.28B$59.42B$44.77B$26.47B$19.63B$14.49B$8.54B$3.71B$5.05B$1.16B$-944M
Net Change in Cash $2.64B$-620M$6.11B$-1.66B$1.99B$3.80B$1.24B$-1.59B$2.48B$-320M$49M
Taxes Paid $399M$930M$216M$821M$192M$168M$36M$52M$-64M$-31M$34M
Profitability 4
Metric Trend 20252024202320222021202020192018201720162015
Net Margin 10.6%16.7%16.6%-54.6%14.7%·13.4%16.1%16.6%19.6%·
Pretax Margin 19.9%27.2%16.3%-94.8%15.9%·14.2%18.0%17.6%18.3%·
ROA 0.67%1.0%1.7%-1.7%1.8%·1.6%0.93%1.6%0.96%·
ROE 14.7%22.9%44.4%-39.6%19.9%·16.9%12.2%16.2%13.1%·
Efficiency 1
Metric Trend 20252024202320222021202020192018201720162015
Asset Turnover 0.10.10.10.00.1·0.10.10.10.0·
Growth Rates 6
Metric Trend 20252024202320222021202020192018201720162015
Revenue YoY 24.1%-26.6%269.9%-71.0%78.3%······
Revenue CAGR 3Y 49.9%-7.7%24.1%········
Revenue CAGR 5Y 11.7%··········
Net Income YoY -21.7%-25.8%··150.4%······
Net Income CAGR 3Y ·-3.6%44.7%········
Net Income CAGR 5Y 12.0%··········
Valuation (TTM) 4
Metric Trend 20252024202320222021202020192018201720162015
Revenue TTM $25.68B$20.69B$28.19B$7.62B$26.32B$14.76B$16.26B$6.64B$8.79B$4.11B·
Net Income TTM $2.71B$3.46B$4.67B$-2.91B$3.86B$1.54B$2.17B$1.05B$1.36B$773M·
Payout Ratio 27.7%13.1%20.1%-31.6%·······
Annual Payout $752M$452M$937M$1.31B$0$0·····

Most recent period on the left · null values shown as ·

Financial Statements Income statement, balance sheet, cash flow — annual, last 5 years

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Metric 2025-12-312024-12-312023-12-312022-12-312021-12-31
Revenue $25.68B $20.69B $28.19B $7.62B $26.32B
Net Income $2.71B $3.46B $4.67B $-2.91B $3.86B

Activists & 5%+ owners 1 position

18

Investors who filed SEC Schedule 13D — beneficial ownership above 5% with an intent to influence the issuer (activist stakes, board campaigns, M&A). Each row shows the most recent known state of that filer's position.

Filer Filed Stake Status Purpose Filing
APH I Holdings - Wednesday Sub (Cayman), LLC, APH II Holdings - Wednesday Sub (Cayman), LLC, APH III Holdings - Wednesday Sub (Cayman), LLC, APH IV Holdings - Wednesday Sub (Cayman), LLC, APH V Holdings - Wednesday Sub (Cayman), LLC, APH VI Holdings - Wednesday Sub (Cayman), LLC, APH VII Holdings - Wednesday Sub (Cayman), LLC, APH VIII Holdings - Wednesday Sub (Cayman), LLC, APH IX Holdings - Wednesday Sub (Cayman), LLC, APH X Holdings - Wednesday Sub (Cayman), LLC, APH XI Holdings - Wednesday Sub (Cayman), LLC, APH XII Holdings - Wednesday Sub (Cayman), LLC, AMH Holdings - Wednesday Sub (Cayman), LLC, Apollo Insurance Solutions Group LP, AISG GP Ltd., Apollo Life Asset, L.P., Apollo Life Asset GP, LLC, Apollo Capital Management, L.P., Apollo Capital Management GP, LLC, Apollo Palmetto Advisors, L.P., Apollo Palmetto Management, LLC, Apollo Principal Holdings I, L.P., Apollo Principal Holdings I GP, Ltd., Apollo Principal Holdings II, L.P., Apollo Principal Holdings II GP, Ltd., Apollo Principal Holdings III, L.P., Apollo Principal Holdings III GP, Ltd., Apollo Principal Holdings IV, L.P., Apollo Principal Holdings IV GP, Ltd., Apollo Principal Holdings V, L.P., Apollo Principal Holdings V GP, Ltd., Apollo Principal Holdings VI, L.P., Apollo Principal Holdings VI GP, Ltd., Apollo Principal Holdings VII, L.P., Apollo Principal Holdings VII GP, Ltd., Apollo Principal Holdings VIII, L.P., Apollo Principal Holdings VIII GP, Ltd., Apollo Principal Holdings IX, L.P., Apollo Principal Holdings IX GP, Ltd., Apollo Principal Holdings X, L.P., Apollo Principal Holdings X GP, Ltd., Apollo Principal Holdings XI, LLC, Apollo Principal Holdings XII, L.P., Apollo Principal Holdings XII GP, Ltd., AMH Holdings (Cayman), L.P., AMH Holdings GP, Ltd., AAA Holdings, L.P., AAA Holdings GP Limited, Apollo Management Holdings, L.P., Apollo Management Holdings GP, LLC ×2 filings March 8, 2021 · Initial filing M&A / sale SEC

Purpose is an automated classification of the filer's own stated purpose (SEC Item 4) — not investment advice. "—" means no clear purpose was stated or the text could not be classified.

Company insiders 28 insiders · 12 officers · 16 directors

19
Insider Role Last activity Shares owned Buys 12m Sells 12m Net 12m
Grant Kvalheim Chief Executive Officer of Athene Holding Ltd. and Athene USA Corporation; Exhibit 24.1 - Power of Attorney (incorporated by ref June 30, 2025 J 0 0 0 $0
James Richard Belardi Executive Chairman, CIO and Chairman of the Board. Mr. Belardi also serves as Chief Executive Officer of Apollo Insurance Soluti June 30, 2025 J 0 0 0 $0
Martin P Klein Executive VP and CFO Dec. 12, 2022 P 20,000 0 0 $0
William J Wheeler President Jan. 1, 2022 D 0 0 0 $0
Michael Stephen Downing EVP and COO June 30, 2025 J 0 0 0 $0
Sarah Jean Vanbeck SVP, Corp. Controller & PAO Jan. 1, 2022 D · 0 0 $0
John Leonard Golden EVP and General Counsel Jan. 1, 2022 D 0 0 0 $0
Douglas Bartlett Niemann EVP and Chief Risk Officer Jan. 1, 2022 D 0 0 0 $0
John Andrew Sondej SVP, Controller and Principal Accounting Officer. Exhibit 24.1 - Power of Attorney (incorporated by reference to the Power of At Feb. 15, 2021 A 1,697 0 0 $0
John M Rhodes Executive Vice President and Chief Risk Officer; Exhibit 24.1 - Power of Attorney (incorporated by reference to the Power of Att Feb. 28, 2020 A 35,946 0 0 $0
Frank Lauren Gillis EVP - ATH; Exhibit 24.1 - Power of Attorney (incorporated by reference to the Power of Attorney filed as Exhibit 24.1 to the For Dec. 31, 2019 F 0 0 0 $0
William James Eckert IV SVP, Controller Feb. 27, 2018 A 147 0 0 $0
Mitra O'Neill Director Jan. 1, 2022 D 0 0 0 $0
Fehmi Alexander Zeko Director Jan. 1, 2022 D 0 0 0 $0
Manfred Puffer Director Jan. 1, 2022 D 0 0 0 $0
Gernot Lohr Director Jan. 1, 2022 D 0 0 0 $0
Robert L Borden Director Jan. 1, 2022 D 0 0 0 $0
Hope S Taitz Director Jan. 1, 2022 D 0 0 0 $0
Matthew Michelini Director Jan. 1, 2022 D 0 0 0 $0
Brian Leach Director Jan. 1, 2022 D 0 0 0 $0
Lawrence Ruisi Director Jan. 1, 2022 D 0 0 0 $0
Marc A Beilinson Director Jan. 1, 2022 D 0 0 0 $0
WRUBEL ARTHUR Director Jan. 1, 2022 D 0 0 0 $0
Scott Kleinman Director Jan. 1, 2022 D 0 0 0 $0
Lynn C Swann Director Jan. 1, 2022 D 0 0 0 $0
Carl H Mccall Director Jan. 1, 2022 D 0 0 0 $0
ROWAN MARC J Director Jan. 1, 2022 D 0 0 0 $0
Ontario Teachers' Pension Plan Board 10% owner Dec. 14, 2016 S 3,203,117 0 0 $0

Insiders from SEC Form 3/4/5 filings; net = open-market P/S only

ETF ownership Held by 2 ETFs

20

Weight reflects direct equity holdings (N-PORT) only; leveraged or derivative-based funds may hold additional swap exposure not shown.

Fund Weight Units As of Source
FPE · First Trust Exchange-Traded Fund III 0.71% 1,815,896 NS July 31, 2026 N-PORT
PFLD · ETF Series Solutions 0.27% 44,335 NS July 31, 2026 N-PORT

ATHS Analyst Consensus Bullish and bearish analyst opinions, 12-month price target, upside

21
rating · 18 analysts BUY
2 11.1% Strong Buy
5 27.8% Buy
11 61.1% Hold
0 0.0% Sell
0 0.0% Strong Sell

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Source: SEC 10-Q filed Aug 10, 2026