Athene Holding Ltd. Files 8-K on Financials

TL;DR

ATHENE HOLDING LTD FILED AN 8-K ON 1/2/25 REGARDING FINANCIALS.

AI Summary

On January 2, 2025, Athene Holding Ltd. filed an 8-K report. The filing primarily concerns the company's financial condition and results of operations, as well as Regulation FD disclosures. No specific financial figures or new material events were detailed in the provided excerpt.

Why It Matters

This 8-K filing indicates Athene Holding Ltd. is providing updates on its financial performance and operations to the SEC, which is important for investors to monitor the company's health.

Risk Assessment

Risk Level: low — The provided text is a standard 8-K filing notification and does not contain specific financial results or forward-looking statements that would indicate a change in risk.

Key Players & Entities

• Athene Holding Ltd. (company) — Registrant
• January 2, 2025 (date) — Report date
• Delaware (jurisdiction) — State of incorporation
• 001-37963 (identifier) — Commission file number
• 98-0630022 (identifier) — I.R.S. Employer Identification Number

FAQ

Key Financial Figures

• $265 million — investment income will be approximately $265 million (pre-tax) for the fourth quarter ended

Filing Documents

• ahl-20250102.htm (8-K) — 52KB
• ahl-20250102_g1.jpg (GRAPHIC) — 153KB
• 0001527469-25-000003.txt ( ) — 644KB
• ahl-20250102.xsd (EX-101.SCH) — 2KB
• ahl-20250102_def.xml (EX-101.DEF) — 19KB
• ahl-20250102_lab.xml (EX-101.LAB) — 32KB
• ahl-20250102_pre.xml (EX-101.PRE) — 19KB
• ahl-20250102_htm.xml (XML) — 7KB

02 Results of Operations and Financial Condition

Item 2.02 Results of Operations and Financial Condition. The information contained in Item 7.01 of this Current Report on Form 8-K is incorporated by reference into this Item 2.02.

01 Regulation FD Disclosure

Item 7.01 Regulation FD Disclosure. Apollo Global Management, Inc. ("Apollo"), the parent company of Athene Holding Ltd. (the "Company", "Athene", "we", and "our"), and the Company are reporting preliminary estimates for the Company's alternative net investment income for the fourth quarter ended December 31, 2024. This information is being reported prior to the availability of Apollo's quarterly earnings release and quarterly financial supplement for the fourth quarter, scheduled for release on February 4, 2025. The Company estimates that alternative net investment income will be approximately $265 million (pre-tax) for the fourth quarter ended December 31, 2024, which equates to an estimated 9% annualized return on alternative net investments. Within these alternative net investments, the Company estimates that the annualized return on its investment in a pooled investment vehicle through which it holds the large majority of its alternative investments portfolio, equates to an estimated 11% for the fourth quarter ended December 31, 2024 and the annualized return on its investments in other alternative investments including the Company's investments in retirement services platforms equates to an estimated 5% for the fourth quarter ended December 31, 2024. Excluded from these figures is alternative investment income attributable to non-controlling interests. Alternative net investment income is a component of Spread Related Earnings. Spread Related Earnings is a pre-tax, non-GAAP measure used to assess our financial performance. Refer to the Company's Form 10-Q for the period ended September 30, 2024, filed on November 6, 2024, which may be accessed at ir.athene.com, for detailed definitions and reconciliations of the Company's non-GAAP performance measures. The preliminary financial results presented above are the responsibility of management and have been prepared in good faith on a basis consistent with prior periods. However, we have not completed our fina

SIGNATURES

SIGNATURES Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized. ATHENE HOLDING LTD. Date: January 2, 2025 /s/ Martin P. Klein Martin P. Klein Executive Vice President and Chief Financial Officer

View Full Filing

View this 8-K filing on SEC EDGAR