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Get filing alertsAthene estimates Q3 alternative net investment income of ~$375M pre-tax, a 10% annualized return
Filed October 5, 2026 · Period ending October 5, 2026 · ~1 min read
Key Changes
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Athene estimates Q3 2026 alternative net investment income of approximately $375 million pre-tax, equating to a 10% annualized return on alternative net investments.
Item 7.01 verify on EDGAR → -
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The pooled investment vehicle holding the large majority of Athene's alternative investments portfolio is estimated to have generated a 9% annualized return in Q3 2026.
Item 7.01 verify on EDGAR → -
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Other alternative investments, including retirement services platforms, are estimated to have delivered an 11% annualized return in Q3 2026.
Item 7.01 verify on EDGAR → -
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Athene cautions that these figures are preliminary and unaudited, and actual results may differ materially.
Item 7.01 verify on EDGAR →
Summary
Athene Holding disclosed preliminary estimates for its third quarter 2026 alternative net investment income. The company expects approximately $375 million pre-tax, representing a 10% annualized return on alternative net investments. The pooled investment vehicle, which holds the large majority of the alternative investments portfolio, is estimated to have returned 9% annualized, while other alternative investments, including retirement services platforms, are estimated at 11% annualized.
These figures are preliminary and unaudited, and Athene explicitly cautions that actual results may differ materially. The disclosure was made under Regulation FD ahead of Apollo's full quarterly results. Investors should treat the estimates as subject to change until final financial statements are released.
Section-by-Section Diff
Event · Item 7.01 — Regulation FD Disclosure
Item 7.01 — Regulation FD Disclosure filed; see Key Changes for terms.
Added in current filing · verify on EDGAR →
we have not completed our financial closing procedures for the period ended September 30, 2026, and our actual results may differ, possibly materially, from these preliminary financial results due to a variety of factors.
The company explicitly cautions that these figures are preliminary and unaudited, and that actual results could differ materially. Investors should treat the estimates as subject to change until full financial statements are released.
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Figures/quotes linked to EDGAR · Narrative written by AI · Oct 6, 2026 · How we verify