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Athene Holding Ltd. 7.250% Fixe(ATHS)Earnings, Financials & Key Ratios
ATHS•NYSE•Banking & Credit
1.7× P/E·Price updated Jun 19, 2026
SectorFinancial ServicesIndustryAsset ManagementSub-IndustryNon-core and special situations vehicles
AboutAthene's offerings can help consumers build outstanding retirements by growing savings and creating a retirement ''paycheck.'' Companies can also use products and methods to protect their customers' and workers' retirement funds.Show more
- Net Interest Income$0
- Total Revenue$25.68B+24.1%
- Net Income$2.71B-21.7%
- Return on Equity14.71%-25.6%
- Net Interest Margin0%
- Efficiency Ratio100%
- ROA9.82%+220.4%
- Equity / Assets66.72%-0.1%
- Book Value per Share106.90+25.3%
ATHS Key Insights
Athene Holding Ltd. 7.250% Fixe (ATHS) fundamental analysis — strengths, weaknesses & financial health based on data analysis
✓Strengths
- ✓Excellent 3Y average ROE of 21.3%
- ✓Well capitalized: 66.7% equity/assets
- ✓Healthy dividend yield of 3.4%
- ✓Diversified revenue: 100.0% from non-interest income
- ✓Trading at only 0.2x book value
✗Weaknesses
- ✗High cost structure: 100.0% efficiency ratio
* These insights are generated automatically based on available financial data. Please conduct your own research before making investment decisions.
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ATHS Price & Volume
Athene Holding Ltd. 7.250% Fixe (ATHS) stock price & volume — 10-year historical chart
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ATHS Growth Metrics
Athene Holding Ltd. 7.250% Fixe (ATHS) revenue, earnings & EPS growth — 3, 5 & 10-year CAGR
Revenue CAGR
10 Years25.66%
5 Years11.6%
3 Years49.9%
TTM-
Profit CAGR
10 Years17.04%
5 Years11.96%
3 Years-
TTM-91.89%
EPS CAGR
10 Years17.54%
5 Years11.6%
3 Years-
TTM-83.94%
Return on Capital
10 Years2.7%
5 Years5.08%
3 Years10.12%
Last Year-
ATHS Recent Earnings
Athene Holding Ltd. 7.250% Fixe (ATHS) EPS & revenue vs analyst estimates — last 1 quarters
●Beat EPS 1/1 qtrs (100%)●Beat Revenue 1/1 qtrs (100%)
Q1 2026Latest
Feb 27, 2026Metric
Actual
Est
EPS
$2.29+7.0%
$2.14
Rev
$8.1B+399.6%
$1.6B
| Quarter | Date | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|---|
| Q1 2026Latest | Feb 27, 2026 | $2.29vs $2.14+7.0% | $8.1Bvs $1.6B+399.6% |
Based on last 1 quarters of dataView full earnings history →
ATHS Peer Comparison
Athene Holding Ltd. 7.250% Fixe (ATHS) competitors in Non-core and special situations vehicles — business model, growth, and fundamentals comparison
| Company | Market Cap | Stock Price | P/E Ratio (TTM) | Revenue Growth 1Y | Net Margin | Return on Equity (ROE) | FCF Yield | Debt / Equity |
|---|---|---|---|---|---|---|---|---|
 FG | 3.73B | 27.49 | 14.62 | 5.72% | 9.11% | 11.15% | 0.45 | |
 GL | 13.4B | 170.76 | 12.15 | 3.82% | 19.36% | 20.64% | 0.44 | |
 RGA | 13.79B | 210.54 | 11.90 | 3.39% | 4.98% | 9.4% | 0.42 | |
 MET | 55.8B | 85.58 | 17.83 | 10.22% | 4.7% | 12.72% | 0.70 | |
 PRU | 37.05B | 106.53 | 10.42 | -14.01% | 5.62% | 10.26% | 0.65 | |
 LNC | 7.11B | 37.17 | 6.36 | 1.24% | 9.14% | 16.79% | 0.59 | |
 PFG | 23.74B | 109.57 | 20.87 | -3.11% | 7.58% | 9.89% | 0.34 | |
 VOYA | 8.37B | 90.20 | 14.27 | -6.88% | 37.02% | 10.12% | 0.30 |
Compare ATHS vs Peers
Athene Holding Ltd. 7.250% Fixe (ATHS) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
ATHS Income Statement
Athene Holding Ltd. 7.250% Fixe (ATHS) annual income statement — 10-year revenue, gross profit & net income history
10Y historyFree accessUpdated daily
| Metric | Dec'17 | Dec'18 | Dec'19 | Dec'20 | Dec'21 | Dec'22 | Dec'23 | Dec'24 | Dec'25 | TTM |
|---|---|---|---|---|---|---|---|---|---|---|
Net Interest Income | 0 | 0 | 0 | 0 | -59M | -227M | -459M | 0 | 0 | 0 |
NII Growth % | 100% | - | - | - | - | -284.75% | -102.2% | - | - | 100% |
Net Interest Margin % | 0% | 0% | 0% | 0% | -0.03% | -0.09% | -0.15% | 0% | 0% | 0% |
Interest Income | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
Interest Expense | 0 | 0 | 0 | 0 | 59M | 227M | 459M | 0 | 0 | 0 |
Loan Loss Provision | 0 | 0 | 0 | 0 | -59M | -227M | -459M | 0 | 0 | 0 |
Non-Interest Income | 8.73B | 6.54B | 16.26B | 14.83B | 26.32B | 7.62B | 27.64B | 20.69B | 25.68B | 25.16B |
Non-Interest Income % | 100% | 100% | 100% | 100% | 100% | 100% | 100% | 100% | 100% | 100% |
Total Revenue | 8.73B▲ 0% | 6.54B▼ 25.0% | 16.26B▲ 148.5% | 14.83B▼ 8.8% | 26.32B▲ 77.4% | 7.62B▼ 71.0% | 27.64B▲ 262.6% | 20.69B▼ 25.1% | 25.68B▲ 24.1% | 25.16B▲ 0% |
Revenue Growth % | 112.49% | -25.03% | 148.48% | -8.76% | 77.44% | -71.04% | 262.57% | 39.48% | 24.11% | 753.26% |
Non-Interest Expense | -7.19B | -5.37B | -13.97B | -13.01B | -22.07B | 56M | 88M | 0 | 25.68B | 8.13B |
Efficiency Ratio | -82.41% | -82.04% | -85.92% | -87.69% | -83.87% | 0.73% | 0.32% | 0% | 100% | 32.33% |
Operating Income | 1.53B▲ 0% | 1.18B▼ 23.5% | 2.29B▲ 94.8% | 1.83B▼ 20.2% | 4.25B▲ 132.5% | 7.57B▲ 78.3% | 27.55B▲ 264.1% | 0▼ 100.0% | 0▲ 0% | 0▲ 0% |
Operating Margin % | 17.59% | 17.96% | 14.08% | 12.31% | 16.13% | 99.27% | 99.68% | 0% | 0% | 0% |
Operating Income Growth % | 98.32% | -23.45% | 94.81% | -20.23% | 132.48% | 78.26% | 264.09% | -100% | - | - |
Pretax Income | 1.53B▲ 0% | 1.18B▼ 23.5% | 2.3B▲ 95.9% | 2.21B▼ 4.2% | 4.19B▲ 89.8% | -5.66B▼ 235.3% | 4.59B▲ 181.1% | 5.63B▲ 22.7% | 5.11B▼ 9.4% | 4.36B▲ 0% |
Pretax Margin % | 17.59% | 17.96% | 14.16% | 14.87% | 15.9% | -74.28% | 16.61% | 27.23% | 19.89% | 17.35% |
Income Tax | 87M | 122M | 117M | 285M | 386M | -646M | -1.16B | 730M | 886M | 2.38B |
Effective Tax Rate % | 5.67% | 10.38% | 5.08% | 12.92% | 9.22% | 11.41% | -25.29% | 12.96% | 17.35% | 54.63% |
Net Income | 1.45B▲ 0% | 1.05B▼ 27.3% | 2.17B▲ 106.3% | 1.54B▼ 29.1% | 3.8B▲ 146.6% | -2.91B▼ 176.6% | 4.67B▲ 260.3% | 3.46B▼ 25.8% | 2.71B▼ 21.7% | 308M▲ 0% |
Net Margin % | 16.59% | 16.09% | 13.36% | 10.39% | 14.44% | -38.17% | 16.88% | 16.73% | 10.56% | 1.22% |
Net Income Growth % | 79.88% | -27.28% | 106.27% | -29.05% | 146.59% | -176.58% | 260.31% | 124.59% | -21.67% | -91.89% |
Net Income (Continuing) | 1.45B | 1.05B | 2.17B | 1.54B | 3.8B | -5.02B | 5.75B | 0 | 4.22B | 3.46B |
EPS (Diluted) | 7.37▲ 0% | 5.34▼ 27.5% | 11.60▲ 117.2% | 8.17▼ 29.6% | 20.55▲ 151.5% | -14.28▼ 169.5% | 22.00▲ 254.1% | 18.05▼ 17.9% | 14.14▼ 21.7% | -▲ 0% |
EPS Growth % | 76.32% | -27.54% | 117.23% | -29.57% | 151.53% | -169.49% | 254.06% | 120.98% | -21.68% | -83.94% |
EPS (Basic) | 7.41 | 5.34 | 11.60 | 8.17 | 20.55 | -14.28 | 21.15 | 18.05 | 14.14 | - |
Diluted Shares Outstanding | 196.47M | 197.1M | 187.2M | 188.6M | 184.9M | 203.8M | 203.8M | 191.7M | 191.7M | 0 |
ATHS Balance Sheet
Athene Holding Ltd. 7.250% Fixe (ATHS) balance sheet — assets, liabilities & shareholders' equity
| Metric | Dec'17 | Dec'18 | Dec'19 | Dec'20 | Dec'21 | Dec'22 | Dec'23 | Dec'24 | Dec'25 | TTM |
|---|---|---|---|---|---|---|---|---|---|---|
Cash & Short Term Investments | 66.98B | 63.81B | 80.01B | 97.3B | 120.33B | 8.14B | 13.12B | 807M | 207.59B | 250B |
Cash & Due from Banks | 4.89B | 2.91B | 4.24B | 7.7B | 9.63B | 8.14B | 13.12B | 807M | 14.99B | 17.85B |
Short Term Investments | 62.09B | 60.89B | 75.77B | 89.59B | 110.7B | 0 | 0 | 0 | 192.6B | 8M |
Total Investments | 127.34B | 124.41B | 154.71B | 183.42B | 226.69B | 0 | 0 | 0 | 193.44B | 8M |
Investments Growth % | 16.69% | -2.31% | 24.36% | 18.55% | 23.59% | -100% | - | -100% | - | 0% |
Long-Term Investments | 65.25B | 63.51B | 78.94B | 93.82B | 115.99B | 0 | 0 | 0 | 844M | 844M |
Accounts Receivables | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
Goodwill & Intangibles | 0 | 0 | 0 | 0 | 0 | 8.13B | 9.07B | 0 | 4.07B | 0 |
Goodwill | 0 | 0 | 0 | 0 | 0 | 4.06B | 4.07B | 0 | 4.07B | 0 |
Intangible Assets | 0 | 0 | 0 | 0 | 0 | 4.07B | 5.01B | 0 | 0 | 0 |
PP&E (Net) | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
Other Assets | -65.25B | -63.51B | -78.94B | -93.82B | -115.99B | 227.66B | 278.39B | 23.68B | 0 | 0 |
Total Current Assets | 71.95B | 69.34B | 84.88B | 102.15B | 124.93B | 8.14B | 13.12B | 807M | 207.59B | 17.86B |
Total Non-Current Assets | 65.25B | 63.51B | 78.94B | 93.82B | 115.99B | 235.79B | 287.46B | 23.68B | 4.92B | 0 |
Total Assets | 99.75B▲ 0% | 125.5B▲ 25.8% | 146.13B▲ 16.4% | 201.29B▲ 37.8% | 233.1B▲ 15.8% | 243.93B▲ 4.6% | 300.58B▲ 23.2% | 24.49B▼ 91.9% | 30.71B▲ 25.4% | 385.27B▲ 0% |
Asset Growth % | 15.02% | 25.82% | 16.43% | 37.75% | 15.8% | 4.65% | 23.22% | -87.83% | 25.42% | 1726.75% |
Return on Assets (ROA) | 1.55% | 0.94% | 1.6% | 0.89% | 1.75% | -1.22% | 1.71% | 3.07% | 9.82% | 0.08% |
Accounts Payable | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
Total Debt | 0 | 991M | 1.47B | 1.98B | 2.96B | 6.53B | 7.38B | 0 | 0 | 0 |
Net Debt | -4.89B | -1.92B | -2.77B | -5.73B | -6.67B | -1.62B | -5.74B | -807M | -14.99B | -17.85B |
Long-Term Debt | 0 | 991M | 992M | 1.98B | 2.96B | 6.53B | 7.38B | 0 | 0 | 0 |
Short-Term Debt | 0 | 0 | 475M | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
Other Liabilities | 0 | 0 | 0 | 0 | 0 | 226.78B | 271.87B | 0 | 0 | 0 |
Total Current Liabilities | 0 | 0 | 475M | 0 | 0 | 80M | 101M | 0 | 0 | 0 |
Total Non-Current Liabilities | 0 | 991M | 992M | 1.98B | 2.96B | 233.3B | 279.24B | 0 | 0 | 0 |
Total Liabilities | 90.54B | 117.23B | 132.73B | 182.63B | 212.97B | 233.38B | 279.34B | 8.13B | 10.22B | 26.87B |
Total Equity | 9.21B▲ 0% | 8.28B▼ 10.1% | 13.39B▲ 61.8% | 18.66B▲ 39.3% | 20.13B▲ 7.9% | 10.55B▼ 47.6% | 21.23B▲ 101.3% | 16.36B▼ 23.0% | 20.49B▲ 25.3% | 358.4B▲ 0% |
Equity Growth % | 33.35% | -10.12% | 61.81% | 39.32% | 7.9% | -47.6% | 101.3% | -12.31% | 25.26% | 20.59% |
Equity / Assets (Capital Ratio) | 9.23% | 6.59% | 9.16% | 9.27% | 8.64% | 4.32% | 7.06% | 66.81% | 66.72% | 93.03% |
Return on Equity (ROE) | 17.97% | 12.05% | 20.05% | 9.62% | 19.59% | -18.97% | 29.35% | 19.77% | 14.71% | 0.12% |
Book Value per Share | 46.87 | 41.99 | 71.53 | 98.92 | 108.87 | 51.76 | 104.20 | 85.34 | 106.90 | - |
Tangible BV per Share | 46.87 | 41.99 | 71.53 | 98.92 | 108.87 | 11.89 | 59.67 | 85.34 | 85.65 | - |
Common Stock | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
Additional Paid-in Capital | 0 | 0 | 0 | 0 | 0 | 18.12B | 19.5B | 0 | 0 | 0 |
Retained Earnings | 4.32B | 5.29B | 6.94B | 8.07B | 11.03B | -3.64B | -92M | 2.24B | 3.9B | 0 |
Accumulated OCI | 1.42B | -472M | 2.28B | 3.97B | 2.43B | -7.32B | -5.57B | -5.46B | -2.64B | 0 |
Treasury Stock | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
Preferred Stock | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
ATHS Cash Flow Statement
Athene Holding Ltd. 7.250% Fixe (ATHS) cash flow — operating, investing & free cash flow history
| Metric | Dec'17 | Dec'18 | Dec'19 | Dec'20 | Dec'21 | Dec'22 | Dec'23 | Dec'24 | Dec'25 | TTM |
|---|---|---|---|---|---|---|---|---|---|---|
Cash from Operations | 3.17B | 2.87B | 2.66B | 4.15B | 10.29B | 6.26B | 4.98B | -336M | 61M | 470M |
Operating CF Growth % | 164.39% | -9.34% | -7.59% | 56.4% | 147.76% | -39.2% | -20.37% | -108.09% | 118.15% | 168.93% |
Net Income | 1.45B | 1.05B | 2.17B | 1.54B | 3.86B | -2.91B | 4.67B | -2.76B | 2.71B | 308M |
Depreciation & Amortization | 0 | 0 | 0 | 0 | 830M | 444M | 688M | 0 | 0 | 70M |
Deferred Taxes | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
Other Non-Cash Items | -2.54B | -235M | -2.35B | -1.67B | -6.11B | 2.44B | -3.05B | 2.43B | -2.65B | 2.64B |
Working Capital Changes | 4.21B | 2.03B | 2.83B | 4.29B | 11.68B | 6.23B | 2.59B | 0 | 0 | 0 |
Cash from Investing | -5.82B | -8.17B | -9.96B | -14.82B | -27.93B | -34.38B | -43.65B | -1.79B | -802M | 8.04B |
Purchase of Investments | -21.66B | -19.11B | -21.3B | -29.14B | 0 | 0 | 0 | -198M | -48M | -48M |
Sale/Maturity of Investments | 16.22B | 15.7B | 15.71B | 16.55B | 0 | 0 | 0 | 42M | 60M | 60M |
Net Investment Activity | -5.44B | -3.41B | -5.59B | -12.59B | 0 | 0 | 0 | -156M | 12M | 12M |
Acquisitions | 0 | -296M | 0 | -3M | 758M | 393M | 3M | 0 | 0 | 0 |
Other Investing | -376M | -4.47B | -4.37B | -2.23B | -28.69B | -34.77B | -43.65B | -1.64B | -814M | 8.03B |
Cash from Financing | 5.05B | 3.71B | 8.54B | 14.49B | 19.63B | 26.47B | 44.77B | 2.61B | 877M | 877M |
Dividends Paid | 0 | 0 | 0 | 0 | -141M | -1.45B | -1.07B | -226M | -161M | -161M |
Share Repurchases | -10M | -105M | -832M | -428M | -8M | 0 | 0 | 0 | 0 | 0 |
Stock Issued | 0 | 0 | 0 | 351M | 0 | 0 | 0 | 0 | 0 | 0 |
Net Stock Activity | -10M | -105M | -832M | -77M | -8M | 0 | 0 | 0 | 0 | 0 |
Debt Issuance (Net) | 0 | 0 | 0 | 0 | 1000K | 1000K | 1000K | 0 | 0 | 0 |
Other Financing | 5.05B | 3.71B | 8.54B | 14.49B | 18.78B | 27.53B | 45.25B | 2.84B | 1.04B | 1.04B |
Net Change in Cash | 2.43B▲ 0% | -1.59B▼ 165.4% | 1.24B▲ 177.7% | 3.8B▲ 207.2% | 1.99B▼ 47.7% | -1.66B▼ 183.5% | 6.11B▲ 468.1% | 481M▼ 92.1% | 136M▼ 71.7% | 0▲ 0% |
Exchange Rate Effect | 32M | 0 | 0 | -26M | -1000K | -1000K | 1000K | 0 | 0 | 0 |
Cash at Beginning | 2.46B | 5B | 3.4B | 4.64B | 8.44B | 10.43B | 8.77B | 326M | 807M | 0 |
Cash at End | 4.89B | 3.4B | 4.64B | 8.44B | 10.43B | 8.77B | 14.88B | 807M | 943M | 0 |
Interest Paid | 0 | 0 | 0 | 0 | 125M | 244M | 498M | 0 | 0 | 0 |
Income Taxes Paid | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
Free Cash Flow | 3.17B▲ 0% | 2.87B▼ 9.3% | 2.66B▼ 7.6% | 4.15B▲ 56.4% | 10.29B▲ 147.8% | 6.26B▼ 39.2% | 4.98B▼ 20.4% | -336M▼ 106.7% | 61M▲ 118.2% | 470M▲ 0% |
FCF Growth % | 164.39% | -9.34% | -7.59% | 56.4% | 147.76% | -39.2% | -20.37% | -108.09% | 118.15% | 130.6% |
ATHS Banking Ratios
Athene Holding Ltd. 7.250% Fixe (ATHS) financial ratios — P/E, ROE, debt and 30+ core market and balance-sheet ratios
| Metric | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | TTM |
|---|---|---|---|---|---|---|---|---|---|---|
Return on Equity (ROE) | 17.97% | 12.05% | 20.05% | 9.62% | 19.59% | -18.97% | 29.35% | 19.77% | 14.71% | 0.12% |
Return on Assets (ROA) | 1.55% | 0.94% | 1.6% | 0.89% | 1.75% | -1.22% | 1.71% | 3.07% | 9.82% | 0.08% |
Net Interest Margin | 0% | 0% | 0% | 0% | -0.03% | -0.09% | -0.15% | 0% | 0% | 0% |
Efficiency Ratio | -82.41% | -82.04% | -85.92% | -87.69% | -83.87% | 0.73% | 0.32% | 0% | 100% | 32.33% |
Equity / Assets | 9.23% | 6.59% | 9.16% | 9.27% | 8.64% | 4.32% | 7.06% | 66.81% | 66.72% | 93.03% |
Book Value / Share | 46.87 | 41.99 | 71.53 | 98.92 | 108.87 | 51.76 | 104.2 | 85.34 | 106.9 | - |
NII Growth | 100% | - | - | - | - | -284.75% | -102.2% | - | - | 100% |
Dividend Payout | - | - | - | - | 3.71% | - | 23% | 6.53% | - | 0% |
Related:ATHS Dividend History·ATHS Revenue History·ATHS Price History·ATHS P/E History·ATHS Financial Ratios·ATHS Institutional Holders
ATHS SEC Filings & Documents
Athene Holding Ltd. 7.250% Fixe (ATHS) SEC filings — annual & quarterly reports (10-K, 10-Q)
ATHS Frequently Asked Questions
Athene Holding Ltd. 7.250% Fixe (ATHS) stock FAQ — growth, dividends, profitability & financials explained
Growth & Financials
Athene Holding Ltd. 7.250% Fixe (ATHS) grew revenue by 24.1% over the past year. This is strong growth.
Yes, Athene Holding Ltd. 7.250% Fixe (ATHS) is profitable, generating $308.0M in net income for fiscal year 2025 (10.6% net margin).
Dividend & Returns
Yes, Athene Holding Ltd. 7.250% Fixe (ATHS) pays a dividend with a yield of 3.40%. This makes it attractive for income-focused investors.
Athene Holding Ltd. 7.250% Fixe (ATHS) has a return on equity (ROE) of 14.7%. This is reasonable for most industries.
Industry Metrics
Athene Holding Ltd. 7.250% Fixe (ATHS) has a net interest margin (NIM) of N/A. NIM has been under pressure due to interest rate environment.
Athene Holding Ltd. 7.250% Fixe (ATHS) has an efficiency ratio of 100.0%. This is higher than peers, suggesting room for cost optimization.