Athene posts September 2026 asset risk update
Athene Holding Ltd. furnished a new investor presentation on asset risk and stress considerations as a Regulation FD disclosure.
Sentiment and the balance of points
Rhea-AI Sentiment reads the wording of the document, how positive or negative its language is on a 1 to 5 scale. The balance of points shown with the takes weighs what the document actually discloses, so the two can disagree, for example when a trial that missed its main goal is described in upbeat language.
Form Type
8-K
Rhea-AI Filing Summary
Athene Holding Ltd. (ATH) reported that it has made an investor presentation titled “Athene Asset Risk & Stress Considerations, September 2026 Update” available on its investor relations website at ir.athene.com. The information is provided as a Regulation FD disclosure and is being furnished, not filed, under the Exchange Act.
Filing Explained
On September 21, 2026, Athene furnished its “Athene Asset Risk & Stress Considerations, September 2026 Update” presentation under Item 7.01; it is not deemed filed, does not carry Section 18 liability, and is not incorporated into other filings unless expressly referenced.
8-K Event Classification
Item 7.01 — Regulation FD Disclosure
1 item
Item 7.01
Regulation FD Disclosure
Disclosure
Material non-public information disclosed under Regulation Fair Disclosure, often investor presentations or guidance.
Key Figures
Series A preferred dividend rate: 6.35%
Series B preferred dividend rate: 5.625%
Series D preferred dividend rate: 4.875%
+3 more
6 metrics
Series A preferred dividend rate
6.35%
Fixed-to-Floating Rate Perpetual Non-Cumulative Preferred Stock, Series A represented by depositary shares
Series B preferred dividend rate
5.625%
Fixed Rate Perpetual Non-Cumulative Preferred Stock, Series B represented by depositary shares
Series D preferred dividend rate
4.875%
Fixed-Rate Perpetual Non-Cumulative Preferred Stock, Series D represented by depositary shares
Series E preferred dividend rate
7.75%
Fixed-Rate Reset Perpetual Non-Cumulative Preferred Stock, Series E represented by depositary shares
Junior subordinated debenture coupon
7.250%
Fixed-Rate Reset Junior Subordinated Debentures due 2064 trading under symbol ATHS
Junior subordinated debenture maturity
2064
Stated maturity year of 7.250% Fixed-Rate Reset Junior Subordinated Debentures
Key Terms
Regulation FD Disclosure, Fixed-to-Floating Rate, Perpetual Non-Cumulative Preferred Stock, Fixed-Rate Reset, +1 more
5 terms
Regulation FD Disclosure regulatory
"Item 7.01 Regulation FD Disclosure. Athene Holding Ltd. has made available"
Regulation FD disclosure requires public companies to share important, market-moving information with everyone at the same time instead of tipping off analysts or large investors first. Think of it as making sure all players on a field hear the same announcement simultaneously; that fairness helps investors trust that stock prices reflect the same information and reduces the risk of sudden, unfair trading advantages or regulatory penalties for selective leaks.
Fixed-to-Floating Rate financial
"a 6.35% Fixed-to-Floating Rate Perpetual Non-Cumulative Preferred Stock, Series A"
A fixed-to-floating rate is a type of loan or investment that starts with a fixed interest rate for a certain period, meaning the payments stay the same, then switches to a variable rate that can change over time based on market conditions. This matters because it offers the stability of fixed payments initially, but also the flexibility to benefit if interest rates drop later.
Perpetual Non-Cumulative Preferred Stock financial
"Perpetual Non-Cumulative Preferred Stock, Series A"
Fixed-Rate Reset financial
"7.75% Fixed-Rate Reset Perpetual Non-Cumulative Preferred Stock, Series E"
A fixed-rate reset is a feature of some bonds or preferred shares where the interest or dividend starts at a fixed rate for an initial period and then is re‑set at specific future dates to a new fixed rate based on market yields or a formula. It matters to investors because it combines the predictability of a fixed payment with periodic adjustments that reflect current interest rates, like a thermostat that keeps payments in line with prevailing market conditions and helps manage interest-rate risk.
Junior Subordinated Debentures financial
"7.250% Fixed-Rate Reset Junior Subordinated Debentures due 2064"
A junior subordinated debenture is a long-term loan a company issues to investors that sits low in the repayment order: holders get paid after most other creditors but usually before shareholders. Because it offers higher interest to compensate for greater risk, it can boost income for investors but also carries bigger chances of loss if the issuer faces financial trouble. Think of it as standing near the back of a line for repayment — you get a bigger reward but a smaller guarantee.
FAQ
AI-generated questions and answers. How Rhea-AI works. Not financial advice.
What did Athene Holding Ltd. (ATH) announce in this 8-K?
Athene Holding Ltd. announced that it has made available an investor presentation titled “Athene Asset Risk & Stress Considerations, September 2026 Update” on its investor relations website, providing additional information on its asset risk and stress considerations.
Where can investors access Athene (ATH)’s September 2026 asset risk presentation?
Investors can access the presentation titled “Athene Asset Risk & Stress Considerations, September 2026 Update” on Athene’s investor relations website at ir.athene.com.
How is Athene (ATH)’s investor presentation treated under securities laws?
The presentation information is being furnished pursuant to Regulation FD and Item 7.01 of the Exchange Act and is expressly stated not to be “filed” for purposes of Section 18 of the Exchange Act, nor incorporated by reference into other securities law filings unless specifically referenced.
Which securities of Athene (ATH) are listed on the New York Stock Exchange?
Listed securities include Depositary Shares for Series A, B, D, and E preferred stock and 7.250% Fixed-Rate Reset Junior Subordinated Debentures due 2064, trading under symbols ATHPrA, ATHPrB, ATHPrD, ATHPrE, and ATHS, respectively.
AI-generated analysis. How Rhea-AI works. Not financial advice.
| UNITED STATES SECURITIES AND EXCHANGE COMMISSION | ||||||||||||||||||||||||||||||||
| Washington, D.C. 20549 | ||||||||||||||||||||||||||||||||
FORM 8-K
CURRENT REPORT
PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934
Date of report (Date of earliest event reported): September 21, 2026
| (Exact name of registrant as specified in its charter) | ||||||||||||||||||||||||||||||||||||||||||||
| (State or other jurisdiction of | (Commission file number) | (I.R.S. Employer | ||||||||||||||||||||||||||||||||||||||||||
| incorporation or organization) | Identification Number) | |||||||||||||||||||||||||||||||||||||||||||
1 (515 ) 342-4678
| (Address, including zip code, and telephone number, including area code, of registrant’s principal executive offices) | ||||||||||||||||||||||||||||||||||||||||||||
| Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions: | ||||||||||||||||||||||||||||||||||||||||||||
| Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425) | ||||||||||||||||||||||||||||||||||||||||||||
| Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12) | ||||||||||||||||||||||||||||||||||||||||||||
| Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b)) | ||||||||||||||||||||||||||||||||||||||||||||
| Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c)) | ||||||||||||||||||||||||||||||||||||||||||||
| Securities registered pursuant to Section 12(b) of the Act: | |||||||||||||||||||||||||||||||||||
| Title of each class | Trading Symbols | Name of each exchange on which registered | |||||||||||||||||||||||||||||||||
Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§240.12b-2 of this chapter).
Emerging growth company ☐
If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. ☐
Item 7.01 Regulation FD Disclosure.
Athene Holding Ltd. has made available to investors a presentation titled “Athene Asset Risk & Stress Considerations, September 2026 Update” on its website at ir.athene.com.
The foregoing information is being furnished pursuant to Item 7.01 and shall not be deemed “filed” for purposes of Section 18 of the Securities Exchange Act of 1934, as amended (the “Exchange Act”), or otherwise subject to the liabilities of that Section, nor shall it be deemed incorporated by reference in any filing or other document pursuant to the Securities Act of 1933, as amended, or the Exchange Act, regardless of any general incorporation language in such filing or document, except as shall be expressly set forth by specific reference in such a filing or document.
SIGNATURES
Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.
| ATHENE HOLDING LTD. | ||||||||
| Date: | September 21, 2026 | /s/ Louis-Jacques Tanguy | ||||||
| Louis-Jacques Tanguy | ||||||||
| Executive Vice President and Chief Financial Officer | ||||||||