secwatch.observer — SEC 8-K summary
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Issuer:     Athene Holding Ltd. (ATH-PA)
CIK:        0001527469
Form:       8-K
Filed at:   2026-07-01T20:32:43+00:00
Accession:  0001527469-26-000043
Event type: other_material
Sentiment:  positive
Materiality: 0.60
Item codes: 2.02, 7.01
LLM model:  deepseek-v4-flash:cloud@v2

Athene Holding estimates Q2 2026 alternative net investment income of ~$350M pre-tax, 9% annualized return
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- Alternative net investment income estimated at ~$350M pre-tax for Q2 2026, equating to 9% annualized return.
- Pooled investment vehicle (majority of alternative portfolio) estimated 10% annualized return; other alternatives (incl. retirement services) estimated 6%.
- Preliminary results, not yet audited; actual results may differ materially. Full Q2 earnings expected August 4, 2026.
- Alternative net investment income is a component of Spread Related Earnings, a non-GAAP measure.
- Excludes alternative investment income attributable to non-controlling interests.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1527469/000152746926000043/0001527469-26-000043-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1527469/000152746926000043/ahl-20260701.htm
  HTML page:      https://secwatch.observer/filing/0001527469-26-000043

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