Overview
Athene Holding Ltd., based in Bermuda, operates predominantly in the retirement services sector, focusing on issuing and reinsuring retirement savings products and solutions. As a leading provider in the fixed annuity market, Athene is instrumental in offering innovative financial solutions tailored towards the needs of individuals aiming for retirement security. Key projects undertaken by Athene emphasize enhancing its product offerings and expanding its market reach through strategic acquisitions and partnerships with other financial services entities. The company effectively uses a robust asset management strategy executed via its partnership with Apollo Global Management, ensuring a disciplined approach to asset risk and optimizing returns for its range of insurance and reinsurance products.
Basic Stats
The share price of Athene Holding Ltd - Class A as of December 31, 2021 is $83.33 / share.
The Factor Analysis chart (below right) shows a view of Athene Holding Ltd - Class A from a variety of lenses. Each factor shows how well the company ranks against all other companies in the Fintel global investing universe. Factor scores range from zero to 100, with 100 being most desirable, and 50 being average.
For example, a company with a Value Score of 100 would be the most undervalued company in our database. A company with a Value Score of zero would be the most overvalued.
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| Risk Free Rate | 4.22 % |
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| Quality Score | |
| Value Score | |
| Momentum Score | |
| Stability (Low Vol) Score | |
| Analyst Sentiment | |
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| Insider Sentiment | |
| Officer Sentiment | |
| Dividend Score | |
| QVM Score | |
| Piotroski F-SCORE |
Factor Scores range from 0 to 100, with 100 being most desirable. Larger circles are better. In situations where we have no data (e.g. no insider trades), we plot the score at 50 to avoid penalizing companies. However, a company that does not pay dividends will get a Dividend Score of Zero. Additionally, we inverted volatility to create a "stability" metric which is better when higher.
Price Target
The average one-year price target for Athene Holding Ltd - Class A is $85.57. The forecasts range from a low of $67.67 to a high of $110.25. A stock’s price target is the price at which analysts consider it fairly valued with respect to its projected earnings and historical earnings. Analysts typically set price targets that correspond to their buy or sell recommendations.
Update Frequency: Monthly
| Record Date | Projection Date | High | Low | Median | Average |
|---|---|---|---|---|---|
| 2023-03-27 | 2024-03-27 | 110.25 | 67.67 | 89.57 | 85.57 |
Stock Upgrades/Downgrades
This card shows analyst upgrades/downgrades for Athene Holding Ltd - Class A. An analyst rating is a classification that gives investors a sense of analyst sentiment about the direction and performance of an equity - usually a stock - over a period of time, typically 12 months.
The standard analyst ratings are generally as follows:
- Buy/Overweight/Outperform - Any of these ratings conveys an analyst’s belief that the stock is likely to outperform a market index (e.g. the S&P 500).
- Hold/Equal-Weight/Market Perform - Any of these ratings conveys an analyst’s belief that the stock is likely to perform in line with a market index.
- Sell/Underweight/Underperform - Any of these ratings suggest that an analyst believes the stock is likely to underperform a market index.
When an analyst upgrades a stock, they are signaling that the company’s fundamentals are being undervalued by investors. It could also mean they believe the market is underestimating the company’s potential. The opposite is true when a stock receives a downgrade.
The average rating of each individual analyst’s rating is the consensus rating for a stock. This gives investors a broader sense of the overall sentiment for that stock.
| Date | Analyst | Prior | Latest Recommendation |
Action |
|---|---|---|---|---|
| 2022-03-03 | RBC Capital | Sector Perform | Maintains | |
| 2021-11-04 | RBC Capital | Sector Perform | Maintains | |
| 2021-10-08 | Wells Fargo | Equal-Weight | Maintains | |
| 2021-09-01 | Morgan Stanley | Equal-Weight | Maintains | |
| 2021-08-10 | Truist Securities | Buy | Hold | Downgrade |
| 2021-08-06 | RBC Capital | Sector Perform | Maintains | |
| 2021-07-15 | Morgan Stanley | Overweight | Equal-Weight | Downgrade |
| 2021-07-09 | Wells Fargo | Equal-Weight | Maintains | |
| 2021-06-21 | Citigroup | Neutral | Maintains | |
| 2021-06-14 | Citigroup | Neutral | Maintains | |
| 2021-05-19 | Morgan Stanley | Overweight | Maintains | |
| 2021-05-13 | UBS | Buy | Neutral | Downgrade |
| 2021-05-10 | BMO Capital | Outperform | Maintains | |
| 2021-04-05 | JP Morgan | Overweight | Neutral | Downgrade |
| 2021-04-01 | Morgan Stanley | Overweight | Maintains | |
| 2021-03-09 | Wells Fargo | Overweight | Equal-Weight | Downgrade |
| 2021-02-25 | Morgan Stanley | Overweight | Maintains | |
| 2021-01-15 | Morgan Stanley | Overweight | Maintains | |
| 2021-01-08 | Evercore ISI Group | Outperform | In-Line | Downgrade |
| 2020-11-18 | Morgan Stanley | Overweight | Maintains | |
| 2020-11-04 | Piper Sandler | Overweight | Maintains | |
| 2020-11-04 | Morgan Stanley | Overweight | Maintains | |
| 2020-08-20 | Morgan Stanley | Overweight | Maintains | |
| 2020-08-10 | UBS | Buy | Maintains | |
| 2020-08-06 | BMO Capital | Outperform | Maintains | |
| 2020-07-06 | Morgan Stanley | Overweight | Maintains | |
| 2020-05-15 | UBS | Buy | Maintains | |
| 2020-05-12 | SunTrust Robinson Humphrey | Buy | Maintains | |
| 2020-05-11 | BMO Capital | Outperform | Maintains | |
| 2020-04-27 | Credit Suisse | Outperform | Maintains | |
| 2020-04-07 | Morgan Stanley | Overweight | Maintains | |
| 2020-04-03 | Piper Sandler | Overweight | Maintains | |
| 2020-04-01 | Wells Fargo | Overweight | Maintains | |
| 2020-03-20 | RBC Capital | Outperform | Sector Perform | Downgrade |
| 2020-03-17 | Morgan Stanley | Overweight | Maintains | |
| 2020-03-10 | Piper Sandler | Overweight | Maintains | |
| 2020-02-19 | Wells Fargo | Overweight | Maintains | |
| 2020-02-19 | SunTrust Robinson Humphrey | Buy | Maintains | |
| 2020-02-19 | RBC Capital | Outperform | Maintains | |
| 2020-02-19 | Credit Suisse | Outperform | Maintains | |
| 2020-01-23 | B of A Securities | Buy | Maintains | |
| 2019-10-10 | UBS | Buy | Maintains | |
| 2019-10-08 | Wells Fargo | Outperform | Maintains | |
| 2019-09-13 | Citigroup | Neutral | Maintains | |
| 2019-08-20 | Morgan Stanley | Overweight | Maintains | |
| 2019-08-06 | Wells Fargo | Outperform | Maintains | |
| 2019-07-10 | Morgan Stanley | Overweight | Maintains | |
| 2019-02-28 | BMO Capital | Market Perform | Outperform | Upgrade |
| 2018-11-13 | Morgan Stanley | Overweight | Overweight | Maintains |
| 2018-09-21 | Morgan Stanley | Overweight | Overweight | Maintains |
| 2018-07-09 | Barclays | Equal-Weight | Equal-Weight | Maintains |
| 2018-04-25 | Credit Suisse | Outperform | Initiate | |
| 2018-04-05 | Morgan Stanley | Overweight | Overweight | Maintains |
| 2018-03-02 | UBS | Neutral | Buy | Upgrade |
| 2018-02-26 | Citigroup | Neutral | Neutral | Maintains |
| 2017-11-13 | Morgan Stanley | Overweight | Maintains | |
| 2017-11-06 | UBS | Neutral | Maintains | |
| 2017-10-18 | Goldman Sachs | Buy | Initiate | |
| 2017-06-19 | Credit Suisse | Neutral | Outperform | Upgrade |
| 2017-04-04 | Morgan Stanley | Equal-Weight | Overweight | Upgrade |
| 2017-04-03 | Keefe Bruyette & Woods | Market Perform | Outperform | Upgrade |
| 2017-01-27 | JP Morgan | Neutral | Initiate | |
| 2017-01-06 | BMO Capital | Market Perform | Initiate | |
| 2017-01-04 | UBS | Neutral | Initiate | |
| 2017-01-03 | Wells Fargo | Outperform | Initiate | |
| 2017-01-03 | SunTrust Robinson Humphrey | Buy | Initiate | |
| 2017-01-03 | Morgan Stanley | Equal-Weight | Initiate | |
| 2017-01-03 | Keefe Bruyette & Woods | Market Perform | Initiate | |
| 2017-01-03 | Goldman Sachs | Buy | Initiate | |
| 2017-01-03 | Evercore ISI Group | Buy | Initiate | |
| 2017-01-03 | Deutsche Bank | Hold | Initiate | |
| 2017-01-03 | Credit Suisse | Neutral | Initiate | |
| 2017-01-03 | Citigroup | Neutral | Initiate | |
| 2017-01-03 | Barclays | Overweight | Initiate | |
| 2017-01-03 | Bank of America | Buy | Initiate |
