Every 8-K that Athene Holding (ATHS) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A 8-K covers material events a company has to report between its quarterly reports, so if you follow ATHS and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full ATHS filings page.
Athene Holding Ltd. (ATHS) reported that its parent company, Apollo Global Management, Inc., released a presentation titled “Apollo Multi-Asset Prime Securities (AMAPS) Overview Presentation” on August 24, 2026. Athene made this presentation available on its investor relations website at ir.athene.com.
The disclosure is provided under Regulation FD (Item 7.01)
Athene Holding Ltd. is holding a fixed income investor call on August 13, 2026 at 9:00 a.m. ET. In connection with this call, the company has made an “Athene Fixed Income Investor Presentation August 2026” available on its investor relations website at ir.athene.com.
The disclosure is provided under Regulation FD and is being furnished, not filed, so it is not subject to liability under Section 18 of the Exchange Act and is not incorporated by reference into other securities law filings unless specifically referenced.
Athene Holding Ltd. reported that it has made an investor presentation titled “Overview of Athene’s Corporate Structure” available on its investor relations website at ir.athene.com. The information is furnished under Regulation FD and is not deemed filed or incorporated by reference into other securities law documents unless specifically referenced.
Athene Holding Ltd. reported stronger operating performance for the quarter ended June 30, 2026. Net income available to common shareholders was $953 million, rebounding from a loss in the prior quarter and rising 89% year over year, while return on assets improved to 0.83%. Total revenues reached $9.15 billion, up 71% from a year earlier, driven largely by higher net investment income and investment-related gains.
On a non-GAAP basis, spread related earnings were $877 million, up 22% sequentially and 7% year over year, with a net investment spread of 1.47% and net spread of 1.14%. Total assets grew to $472.9 billion, net invested assets to $314.1 billion, and net reserve liabilities to $293.3 billion. Athene generated $22.1 billion of total gross inflows and $11.9 billion of net flows in the quarter as retail, flow reinsurance and funding agreement channels contributed. Statutory and rating-agency capital metrics remained solid, with a reported leverage ratio of 39.0% and adjusted leverage ratio of 25.1%.
Athene Holding Ltd. issued $1,000,000,000 aggregate principal amount of its 6.150% Senior Notes due 2036, completing an issuance and sale to underwriters led by Wells Fargo Securities, Barclays Capital, BofA Securities and Citigroup Global Markets.
The notes were issued on August 7, 2026 under an existing Indenture, as amended, and an Eleventh Supplemental Indenture with U.S. Bank Trust Company, National Association, as trustee. They are registered under the Securities Act via a shelf registration statement on Form S-3 (File No. 333-276340), with the underwriting agreement and related legal opinion filed as exhibits.
Athene Holding Ltd. furnished preliminary, unaudited financial results for the three and six months ended June 30, 2026, including condensed balance sheet, income statement and investment metrics. The figures are management estimates, subject to completion of closing procedures and auditor review, and may change materially.
Preliminary total assets were $472,879 million and total liabilities $438,074 million as of June 30, 2026. For Q2 2026, total revenues were $9,152 million, income before income taxes $1,904 million, net income attributable to Athene stockholders $989 million, and net income available to the common stockholder $953 million versus $503 million in Q2 2025. For the first half of 2026, net loss available to the common stockholder was $(1,020) million versus income of $923 million in the prior-year period. Q2 2026 spread related earnings were $877 million, with a net investment earned rate of 5.25%, cost of funds of 3.83%, net flows of $11,928 million, gross invested assets of $413,598 million and net invested assets of $314,090 million.
Apollo Global Management, Inc. reported GAAP net income attributable to common stockholders of $1.3 billion for the quarter ended June 30 2026, or $2.18 per share. Its primary non‑GAAP metric, Adjusted Net Income, was $1.3 billion, or $2.11 per share.
Fee Related Earnings reached a record $785 million and Spread Related Earnings a record $877 million, together totaling $1.7 billion. Total assets under management were $1.05 trillion, supported by quarterly inflows of $60 billion and $298 billion over the last twelve months, with Fee‑Generating AUM of $858 billion.
The retirement services business, including Athene, produced a net investment spread of 1.47% in 2Q 2026. Year‑to‑date net loss attributable to common stockholders of $594 million reflects a one‑time $1.7 billion tax expense recorded in the first quarter related to Bermuda corporate income tax.
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. 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. 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. 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. 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.