Welcome to our dedicated page for Athene Holding Ltd. 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.
Our SEC filing database is enhanced with expert analysis from Rhea-AI, providing insights into the potential impact of each filing on Athene Holding Ltd.'s stock performance. Each filing includes a concise AI-generated summary, sentiment and impact scores, and end-of-day stock performance data showing the actual market reaction. Navigate easily through different filing types including 10-K annual reports, 10-Q quarterly reports, 8-K current reports, proxy statements (DEF 14A), and Form 4 insider trading disclosures.
Designed for fundamental investors and regulatory compliance professionals, our page simplifies access to critical SEC filings. By combining real-time EDGAR feed updates, Rhea-AI's analytical insights, and historical stock performance data, we provide comprehensive visibility into Athene Holding Ltd.'s regulatory disclosures and financial reporting.
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.
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.
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.
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.
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.
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.
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.