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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.
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. 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. 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. reports significantly larger balance sheet and strong quarterly profitability. Total assets reached $429.9 billion, up from $363.3 billion at year-end, driven by growth in investments and mortgage loans. Liabilities rose to $396.9 billion, while total equity increased to $33.0 billion, with AHL stockholders’ equity at $20.4 billion.
For the quarter, Athene generated $8.0 billion in total revenues versus $6.5 billion a year earlier, helped by higher net investment income and investment-related gains. Net income attributable to Athene stockholders was $1.26 billion compared with $625 million in the prior-year quarter, reflecting stronger investment performance and wider spreads.
Comprehensive income attributable to stockholders was $2.46 billion, supported by large unrealized gains on available-for-sale securities as credit spreads and rates moved favorably. Athene continues to fund growth in annuity and reinsurance liabilities with a diversified fixed-income and mortgage loan portfolio, extensive use of reinsurance, and active hedging of interest rate, equity, and currency risks.
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.