ATH-PA Financial ServicesBeta data

Athene Holding Ltd.

$22.38-0.62%

Price as of close on Nov 3, 2026 · Financials updated Oct 1, 2026

Basics

Sector: Financial Services
Industry: Insurance - Life
Country: United States
Full-time employees: 1,970

Overall health

Not enough data: too little is reported yet for an overall view

Only 2 of 3 categories have enough reported data; an overall score needs at least 3.

Scored as a bank or insurer: cash-flow, EBITDA, gross margin and current ratio aren’t scored; they are under “Other data”.

See how it ranks against its peers

Worth knowing

Fast revenue growth. Revenue grew 46% in the 12 months to June 2026 vs the 12 months before, faster than 94% of peers.
Revenue grew 46% in the 12 months to June 2026 vs the 12 months before, faster than 94% of its peers.
More volatile share price. Beta 1.81: tends to move more than the market.
Athene's shares have swung more with the market than most peers' (beta 1.81, above the market's 1.0).

StockQuotient Score

—Fundamentals: Yahoo Finance, not primary filings

Valuation

Is the price right?

98/100

Strong

2/2 inputs reported · High confidence

Since last quarter: No major changeValuation also moves with the share price every day.

Why

Stronger than most peers on:

▲ P/B
▲ Earnings yield

Compare with peers

Behind the score

Earnings yield (P/E) and book yield (P/B) versus other banks and insurers.

Book yield406826.7%

Yahoo FinanceOutlier capped at sector 5th/95th percentile40% base weight · Z-score 8.30Sector median: 0.7950 · MAD: 0.2843

Earnings yield35.6%

Yahoo Finance · trailing 12 monthsOutlier capped at sector 5th/95th percentile60% base weight · Z-score 5.25Sector median: 0.0789 · MAD: 0.0253

Other data (not scored)

EBITDA yieldUnavailable

Missing · left out of the scoreInformational · 0% composite weightSector median: 0.1095 · MAD: 0.0527

Free cash flow yieldUnavailable

Missing · left out of the scoreInformational · 0% composite weightSector median: 0.0796 · MAD: 0.0459

Growth

Is it growing?

Insufficient data

Insufficient data: 0 of 1 inputs reported (at least 1 needed). We leave it blank rather than fill the gap with a made-up middle value.

Profitability

Does it earn well?

20/100

Weak

2/2 inputs reported · High confidence

Since last quarter: No major change

Why

Weaker than most peers on:

▼ ROA
▼ ROE

Compare with peers

Behind the score

Return on equity and return on assets versus other banks and insurers.

Return on assets0.2%

SEC filings · 12 months to Jun 2026Reported value50% base weight · Z-score -1.60Sector median: 0.0117 · MAD: 0.0062

Return on equity9.3%

Yahoo Finance · trailing 12 monthsReported value50% base weight · Z-score -0.37Sector median: 0.1074 · MAD: 0.0388

Other data (not scored)

Gross marginUnavailable

Missing · left out of the scoreInformational · 0% composite weightSector median: Unavailable · MAD: Unavailable

Operating marginUnavailable

Missing · left out of the scoreInformational · 0% composite weightSector median: 0.1450 · MAD: 0.1678

Return on invested capitalUnavailable

Missing · left out of the scoreInformational · 0% composite weightSector median: Unavailable · MAD: Unavailable

Risk

Debt, liquidity, price swings

Not rated

Not rated for banks and insurers: debt and share-price swings say little about their risk. We leave it blank rather than fill the gap with a made-up middle value.

Valuation, growth and profitability scores: higher is better. Risk: 0 is lower, 2 is higher. Risk is a relative proxy, not a bankruptcy probability. Scores depend on available sector peers.

Questions investors ask about Athene

Is Athene getting weaker?: Its latest SEC filing (Aug 10, 2026) showed no major changes.
How is Athene valued vs its peers?: Priced lower than most peers relative to what it earns. Valuation scores 98/100 against 950 banks & insurance peers. Book yield 406826.7% vs a peer median of 79.5% (stronger than 95% of peers).Book yield 406826.7% vs peers 79.5% (stronger than 95% of peers).
Is Athene growing?: Insufficient data: 0 of 1 inputs reported (at least 1 needed).
How profitable is Athene?: Less profitable than most of its peers. Profitability scores 20/100 against 950 banks & insurance peers. Return on assets 0.2% vs a peer median of 1.2% (weaker than 92% of peers).Return on assets 0.2% vs peers 1.2% (weaker than 92% of peers).
How risky is Athene?: Not rated for banks and insurers: debt and share-price swings say little about their risk.

Latest filing: what changed

Quarter ended Jun 30, 2026 · filed Aug 10, 2026 · compared with the quarter ended Mar 31, 2026

No major changes

	Previous quarter	Latest quarter	Change
Revenue (12 months)	25.2B USD	29.0B USD	+15.1%
Net income (12 months)	308.0M USD	833.0M USD	+170.5%
Debt	7.8B USD	7.8B USD	−0.1%
Cash	19.3B USD	23.7B USD	+22.8%
Shares outstanding	0.2M	0.2M	0.0%

From the company’s own SEC filings, as filed. Twelve-month figures roll forward one quarter at a time.

Industry valuation context

Sector: Banks & Insurance · 209 companies

Valuations in Banks & Insurance are within their usual range since 2016.

55% of months since 2016 were valued lower than now.
27% of companies are in the most expensive fifth of their own price-to-book history.
Over 24 months, company values +25% and earnings +33% (medians): prices and earnings moved broadly together.
Median price-to-book is −57% vs the whole market, against a usual −57%.

2016Shaded: most expensive fifth of its range2026

Shown for Banks & Insurance: too few Insurance - Life companies have a long enough history of their own.

Financials

Fiscal years from SEC annual filings · change vs the prior year

Key ratios	FY 2021	FY 2022	FY 2023	FY 2024	FY 2025	Change
Net margin	14.7%	-38.2%	16.5%	16.7%	10.6%	▼ 6.2 pts
Return on assets (ROA)	1.6%	-1.2%	1.6%	1.0%	0.6%	▼ 0.3 pts
Return on equity (ROE)	19.2%	-40.7%	33.7%	21.2%	13.2%	▼ 7.9 pts
Debt to equity	0.15×	0.51×	0.30×	0.39×	0.38×	▼ 0.7%

ATH-PA price history

Price history is added with the daily price update and will appear after the next one.

Similar companies

Sector leaderboards

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Bringing the fundamentals into focus…

Overall health

Not enough data: too little is reported yet for an overall view

Only 2 of 3 categories have enough reported data; an overall score needs at least 3.

Scored as a bank or insurer: cash-flow, EBITDA, gross margin and current ratio aren’t scored; they are under “Other data”.

See how it ranks against its peers

Worth knowing

Fast revenue growth. Revenue grew 46% in the 12 months to June 2026 vs the 12 months before, faster than 94% of peers.

Revenue grew 46% in the 12 months to June 2026 vs the 12 months before, faster than 94% of its peers.

More volatile share price. Beta 1.81: tends to move more than the market.

Athene's shares have swung more with the market than most peers' (beta 1.81, above the market's 1.0).

Questions investors ask about Athene

Is Athene getting weaker?

Its latest SEC filing (Aug 10, 2026) showed no major changes.

How is Athene valued vs its peers?

Priced lower than most peers relative to what it earns. Valuation scores 98/100 against 950 banks & insurance peers. Book yield 406826.7% vs a peer median of 79.5% (stronger than 95% of peers).Book yield 406826.7% vs peers 79.5% (stronger than 95% of peers).

Is Athene growing?

Insufficient data: 0 of 1 inputs reported (at least 1 needed).

How profitable is Athene?

Less profitable than most of its peers. Profitability scores 20/100 against 950 banks & insurance peers. Return on assets 0.2% vs a peer median of 1.2% (weaker than 92% of peers).Return on assets 0.2% vs peers 1.2% (weaker than 92% of peers).

How risky is Athene?

Not rated for banks and insurers: debt and share-price swings say little about their risk.

Previous quarter

Latest quarter

Change

Revenue (12 months)

25.2B USD

29.0B USD

+15.1%

Net income (12 months)

308.0M USD

833.0M USD

+170.5%

Debt

7.8B USD

7.8B USD

−0.1%

Cash

19.3B USD

23.7B USD

+22.8%

Shares outstanding

0.2M

0.2M

0.0%

Key ratios

FY 2021

FY 2022

FY 2023

FY 2024

FY 2025

Change

Net margin

14.7%

-38.2%

16.5%

16.7%

10.6%

▼ 6.2 pts

Return on assets (ROA)

1.6%

-1.2%

1.6%

1.0%

0.6%

▼ 0.3 pts

Return on equity (ROE)

19.2%

-40.7%

33.7%

21.2%

13.2%

▼ 7.9 pts

Debt to equity

0.15×

0.51×

0.30×

0.39×

0.38×

▼ 0.7%