Welcome to our dedicated page for Athene Hldg SEC filings (Ticker: ATH), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
Athene Holding Ltd's SEC filings provide detailed disclosure of the company's insurance operations, investment portfolio composition, reinsurance transactions, and capital structure. As a Bermuda-domiciled holding company with U.S. insurance subsidiaries, Athene's regulatory filings offer insights into both holding company financial activities and the statutory financial condition of its domestic insurance operations.
The company's 10-K annual reports detail insurance reserves by product line, investment portfolio holdings across asset classes, reinsurance agreements with ceding companies, and regulatory capital positions at insurance subsidiaries. These filings explain how Athene generates investment spreads between portfolio returns and policyholder crediting rates. 10-Q quarterly reports track changes in annuity deposits, surrender activity, investment yields, and capital deployment across business segments.
8-K filings disclose material events including large block reinsurance transactions, significant debt issuances, executive appointments, and quarterly dividend declarations. For a retirement services company like Athene, these material event reports often announce pension risk transfer deals or major changes to capital structure. Form 4 insider trading filings reveal executive and director transactions in company shares, providing transparency into leadership confidence and equity compensation patterns.
Proxy statements (DEF 14A) detail executive compensation tied to metrics like return on equity, new business value creation, and investment performance. Our AI-powered summaries help you quickly understand complex insurance accounting concepts, navigate detailed investment schedules showing credit exposure by sector and rating, and identify key risk disclosures affecting Athene's ability to generate stable returns from its fixed income portfolio.
Athene Holding Ltd. reported that its parent company, Apollo Global Management, Inc., plans to host a public conference call and webcast on February 9, 2026 at 8:30 a.m. ET to review Apollo’s financial results for the fourth quarter and full year 2025. During this call, Apollo senior management will also provide information on Athene’s financial results for the same period and share other business insights about Athene.
The webcast will be accessible through Apollo’s Investor Relations website at https://ir.apollo.com, with a replay available at the same link one hour after the event. The disclosure is furnished under Regulation FD, meaning it is intended to provide broad, non-selective access to this information for all investors.
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.
Athene Holding Ltd. (ATH) filed a current report describing an investor presentation issued by its parent, Apollo Global Management, Inc., about Apollo’s Retirement Services business, which includes Athene. On November 24, 2025, Apollo published a Retirement Services Business Update presentation in connection with a previously announced call hosted by Apollo and Athene senior management to provide information and business insights related to Athene. Athene states that the presentation has been made available on its investor relations website at ir.athene.com. The company clarifies that this information is being furnished under Regulation FD and is not deemed filed or incorporated by reference into other securities law filings unless specifically referenced.
Athene Holding Ltd. furnished an update under Item 2.02, noting it made available on its website a financial supplement for the third quarter ended September 30, 2025. The supplement is included as Exhibit 99.1.
The information is being furnished, not filed, under the Exchange Act and is not subject to Section 18 liability. It will be incorporated by reference in other filings only if expressly referenced.
Athene Holding Ltd. filed an 8-K announcing that Apollo Global Management issued an earnings presentation on November 4, 2025, which includes Athene’s financial results for the quarter ended September 30, 2025.
The presentation is furnished as Exhibit 99.1 under Item 2.02 and is not deemed “filed” for purposes of Section 18 of the Exchange Act, nor incorporated by reference into other filings unless specifically referenced. The filing also lists the Cover Page Interactive Data File as Exhibit 104.
Athene Holding Ltd. (ATH) Form 3 filed for Tyler Dean Goode, reporting person listed as SVP, Corporate Controller & PAO and a company officer and director. The filing documents the event date of
Athene Holding Ltd. provided preliminary, unaudited estimates for alternative net investment income for the third quarter ended September 30, 2025, reporting approximately $325 million pre-tax, which the company says equates to an estimated 10% annualized return on its alternative net investments. The firm disclosed that its pooled investment vehicle, holding the majority of alternative investments, returned an estimated 10% annualized for the quarter, while other alternative investments, including retirement services platforms, returned an estimated 8% annualized. Management cautioned these are preliminary figures subject to completion of closing procedures and audit and may change materially. Apollo will host a public webcast on November 4, 2025 to review Apollo's third-quarter results, with a replay available on its Investor Relations site.
