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Athene Holding Ltd. is providing preliminary estimates of its second-quarter 2026 alternative net investment income. The company expects about $350 million (pre-tax), which corresponds to an estimated 9% annualized return on alternative net investments for the quarter ended June 30, 2026.
Athene estimates a 10% annualized return on its pooled investment vehicle that holds most of its alternative portfolio and an estimated 6% annualized return on other alternative investments, including retirement services platforms. This income feeds into Athene’s non-GAAP measure, Spread Related Earnings.
The figures are based on management’s preliminary work and have not undergone normal closing procedures or auditor review, so actual results for the period may differ, potentially materially. Full quarterly results are expected with Apollo Global Management’s earnings release and financial supplement scheduled for August 4, 2026.
Athene Holding Ltd. executive Matthew Michelini, who serves as President, filed an initial Form 3 insider ownership report for issuer ticker ATH. The filing does not list any buy, sell, or other insider transactions and shows no derivative positions, serving primarily as a baseline disclosure of his status as an officer.
Athene Holding Ltd. director Robert Lee Brackenbury filed a Form 3 insider ownership report. The provided data show no purchases, sales, exercises, gifts, or other transactions, indicating this filing is an administrative statement of insider status rather than a trading event.
Athene Holding Ltd. entered into two new unsecured revolving credit facilities that replace its prior Citibank and Wells Fargo agreements. The new Citibank facility permits borrowings of up to $1.75 billion, with potential increase to $2.50 billion, and currently matures on June 26, 2031, with two possible one-year extensions.
The Citibank agreement is guaranteed on a joint and several basis by Athene entities and includes covenants such as minimum Consolidated Net Worth of $22,059,963,000 and a Consolidated Debt to Capitalization Ratio not exceeding 40%. A separate Wells Fargo 364-day facility allows borrowings of up to $2.60 billion, potentially rising to $3.10 billion, and currently terminates on June 25, 2027, with options for additional 364-day extensions or term-out of loans.
Athene Holding Ltd. reported that its parent, Apollo Global Management, Inc., will host a public webcast to review Apollo’s financial results for the second quarter 2026 on August 4, 2026 at 8:30 a.m. ET.
During this call, Apollo senior management will also provide information on Athene’s second-quarter 2026 financial results and other business insights related to Athene. The webcast and an on-demand replay, available one hour after the event, can be accessed through Apollo’s investor relations website.
Athene Holding Ltd. announced that veteran pensions leader Robert Brackenbury has been appointed to its Board of Directors as an independent director, effective June 23, 2026. He is expected to enter into Athene’s standard director indemnification agreement and will be eligible for the company’s regular director compensation program as previously described in its Annual Report.
Brackenbury is the former Deputy Chief Investment Officer of the State of Michigan Retirement System, where he helped oversee more than $170 billion in pension and state trust fund assets. Athene, a retirement solutions company with $448 billion of total assets as of March 31, 2026, furnished a press release about the appointment as Exhibit 99.1 under Regulation FD.
Athene Holding Ltd. appointed Matthew Michelini as President of the company, effective July 1, 2026. He is a Partner at Apollo Global Management, previously served as Head of Asia-Pacific, and has been closely involved with Athene and other major Apollo growth initiatives since 2006.
In the new role, Michelini will focus on aligning Athene’s platform and advancing growth initiatives, including efforts to reinvent guaranteed lifetime income solutions. Athene describes itself as a leading retirement solutions company with $448 billion of total assets as of March 31, 2026, serving individuals and corporations across multiple geographies.
Athene Holding Ltd. furnished an update for fixed income investors by posting an “Athene Fixed Income Investor Presentation May 2026” on its investor relations website. The presentation accompanies a fixed income investor call taking place on May 15, 2025, at 10:00 a.m. Eastern Time.
The company notes that this information is provided under Regulation FD as furnished, not filed, meaning it is not subject to certain Exchange Act liabilities and is not automatically incorporated into other Securities Act or Exchange Act filings unless specifically referenced.
Athene Holding Ltd. reported a sharp swing to a GAAP net loss available to common of $1,973 million for the first quarter ended March 31, 2026, compared with a profit of $420 million a year earlier. Management attributes the drop in adjusted equity and higher leverage mainly to a $1.7 billion one-time tax expense tied to changes in Bermuda corporate income tax treatment. Despite the loss, Athene’s core spread-focused franchise remained profitable: non‑GAAP spread related earnings were $719 million, down 11% year over year, with net investment spread of 1.34% and net spread of 0.97%. Total assets reached $447,804 million and net invested assets were $300,290 million, supported by predominantly investment‑grade credit quality. Gross organic inflows were $19,747 million and net flows were $8,979 million, showing continued growth in annuity and funding agreement liabilities.
Athene Holding Ltd. posted a sharp turnaround to a Q1 2026 net loss of $1,482 million, compared with income a year earlier, as significant investment-related losses and a large income tax expense outweighed strong portfolio income. Total revenues were $3,668 million, down from $4,186 million, with net investment income rising to $4,769 million but more than offset by $2,078 million of investment-related losses and derivative impacts.
Total assets increased slightly to $447,804 million, while total liabilities rose to $414,104 million. Stockholders’ equity attributable to Athene declined to $17,848 million, reflecting both the net loss and other comprehensive losses from market movements on available-for-sale securities and hedging instruments.