• Live Feeds
    • Press Releases
    • Insider Trading
    • FDA Approvals
    • Analyst Ratings
    • Insider Trading
    • SEC filings
    • Market insights
  • Analyst Ratings
  • Alerts
  • Subscriptions
  • Settings
  • RSS Feeds
Quantisnow Logo
  • Live Feeds
    • Press Releases
    • Insider Trading
    • FDA Approvals
    • Analyst Ratings
    • Insider Trading
    • SEC filings
    • Market insights
  • Analyst Ratings
  • Alerts
  • Subscriptions
  • Settings
  • RSS Feeds
Dashboard
    Quantisnow Logo

    © 2025 quantisnow.com
    Democratizing insights since 2022

    Services
    Live news feedsRSS FeedsAlerts
    Company
    AboutQuantisnow PlusContactJobs
    Legal
    Terms of usePrivacy policyCookie policy

    SEC Form SC 13G/A filed by American Equity Investment Life Holding Company (Amendment)

    2/9/22 3:24:47 PM ET
    $AEL
    Life Insurance
    Finance
    Get the next $AEL alert in real time by email
    SC 13G/A 1 tv0230-americanequityinvestm.htm SCHEDULE 13G/A americanequityinvestmentlifeholdingco

    SECURITIES AND EXCHANGE COMMISSION
    Washington, D.C. 20549

    Schedule 13G

    Under the Securities Exchange Act of 1934
    (Amendment No.: 11)*

    Name of issuer:  American Equity Investment Life Holding Co.

    Title of Class of Securities:  Common Stock

    CUSIP Number:  025676206

    Date of Event Which Requires Filing of this Statement: December 31, 2021

    Check the appropriate box to designate the rule pursuant to which this Schedule is filed:

    ☒ Rule 13d-1(b)

    ☐ Rule 13d-1(c)

    ☐ Rule 13d-1(d)

    *The remainder of this cover page shall be filled out for a reporting person's initial filing on this form with respect to the subject class of securities, and for any subsequent amendment containing information which would alter the disclosures provided in a prior cover page.

    The information required in the remainder of this cover page shall not be deemed to be "filed" for the purpose of Section 18 of the Securities Exchange Act of 1934 ("Act") or otherwise subject to the liabilities of that section of the Act but shall be subject to all other provisions of the Act (however, see the Notes).

    (Continued on the following page(s))

     

     

    13G

    CUSIP No.:  025676206

    1.  NAME OF REPORTING PERSON
    I.R.S. IDENTIFICATION NO. OF ABOVE PERSON

    The Vanguard Group - 23-1945930

    2.  CHECK THE APPROPRIATE [LINE] IF A MEMBER OF A GROUP

    A. 

    B.  X

    3.  SEC USE ONLY

    4.  CITIZENSHIP OF PLACE OF ORGANIZATION

    Pennsylvania

    (For questions 5-8, report the number of shares beneficially owned by each reporting person with:)

    5.  SOLE VOTING POWER

    0

    6.  SHARED VOTING POWER

    77,517

    7.  SOLE DISPOSITIVE POWER

    9,751,725

    8.  SHARED DISPOSITIVE POWER

    148,252

    9.  AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON

    9,899,977

    10.  CHECK BOX IF THE AGGREGATE AMOUNT IN ROW (9) EXCLUDES CERTAIN SHARES

    N/A

    11.  PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW 9

    10.70%

    12.  TYPE OF REPORTING PERSON

    IA

     

     

    SECURITIES AND EXCHANGE COMMISSION
    Washington, D.C. 20549

    Schedule 13G
    Under the Securities Act of 1934

    Item 1(a) - Name of Issuer:

    American Equity Investment Life Holding Co.

    Item 1(b) - Address of Issuer's Principal Executive Offices:

    6000 Westown Parkway
    West Des Moines, IA 50266-1004

    Item 2(a) - Name of Person Filing:

    The Vanguard Group - 23-1945930

    Item 2(b) – Address of Principal Business Office or, if none, residence:

    100 Vanguard Blvd.
    Malvern, PA 19355

    Item 2(c) – Citizenship:

    Pennsylvania

    Item 2(d) - Title of Class of Securities:

    Common Stock

    Item 2(e) - CUSIP Number

    025676206

    Item 3 - Type of Filing:

    This statement is being filed pursuant to Rule 13d-1.  An investment adviser in accordance with §240.13d-1(b)(1)(ii)(E).

    Item 4 - Ownership:

      (a) Amount Beneficially Owned:

      (b) Percent of Class:

     

     

    (c)  Number of shares as to which such person has:

    (i)  sole power to vote or direct to vote:  

    (ii)  shared power to vote or direct to vote:  

    (iii)  sole power to dispose of or to direct the disposition of:  

    (iv)  shared power to dispose or to direct the disposition of:  

    Comments:

    The responses to questions 5 through 9 and 11 on the cover page(s) are incorporated by reference into this Item 4.  

    Item 5 - Ownership of Five Percent or Less of a Class:

    If this statement is being filed to report the fact that as of the date hereof the reporting person has ceased to be the beneficial owner of more than 5 percent of the class of securities, check the following ☐

    Item 6 - Ownership of More Than Five Percent on Behalf of Another Person:

    The Vanguard Group, Inc.'s clients, including investment companies registered under the Investment Company Act of 1940 and other managed accounts, have the right to receive or the power to direct the receipt of dividends from, or the proceeds from the sale of, the securities reported herein.

    No one other person's interest in the securities reported herein is more than 5%.

    Item 7 - Identification and Classification of the Subsidiary Which Acquired The Security Being Reported on by the Parent Holding Company:

    Not applicable

    Item 8 - Identification and Classification of Members of Group:

    Not applicable

    Item 9 - Notice of Dissolution of Group:

    Not applicable

    Item 10 - Certification:

    By signing below I certify that, to the best of my knowledge and belief, the securities referred to above were acquired and are held in the ordinary course of business and were not acquired and are not held for the purpose of or with the effect of changing or influencing the control of the issuer of the securities and were not acquired in connection with or as a participant in any transaction having that purpose or effect, other than activities solely in connection with a nomination under §240.14a-11.

    Signature

    After reasonable inquiry and to the best of my knowledge and belief, I certify that the information set forth in this statement is true, complete and correct.

    Date:  February 9, 2022

    By /s/ Christine M. Buchanan
    Name: Christine M. Buchanan
    Title:  Principal

    Get the next $AEL alert in real time by email

    Chat with this insight

    Save time and jump to the most important pieces.

    Recent Analyst Ratings for
    $AEL

    DatePrice TargetRatingAnalyst
    7/14/2023$55.00Buy → Hold
    Truist
    6/28/2023Strong Buy → Mkt Perform
    Raymond James
    2/21/2023$45.00 → $48.00Overweight → Neutral
    Piper Sandler
    12/19/2022$48.00Outperform → Strong Buy
    Raymond James
    8/15/2022$42.00 → $44.00Outperform → In-line
    Evercore ISI
    7/22/2022$43.00 → $38.00Outperform → Neutral
    Credit Suisse
    7/13/2022$43.00 → $41.00Outperform → Mkt Perform
    Keefe Bruyette
    6/28/2022$43.00Outperform
    Credit Suisse
    More analyst ratings

    $AEL
    Large Ownership Changes

    This live feed shows all institutional transactions in real time.

    See more
    • SEC Form SC 13G filed by American Equity Investment Life Holding Company

      SC 13G - AMERICAN EQUITY INVESTMENT LIFE HOLDING CO (0001039828) (Subject)

      5/7/24 4:09:37 PM ET
      $AEL
      Life Insurance
      Finance
    • SEC Form SC 13G/A filed by American Equity Investment Life Holding Company (Amendment)

      SC 13G/A - AMERICAN EQUITY INVESTMENT LIFE HOLDING CO (0001039828) (Subject)

      2/13/24 4:58:51 PM ET
      $AEL
      Life Insurance
      Finance
    • SEC Form SC 13G/A filed by American Equity Investment Life Holding Company (Amendment)

      SC 13G/A - AMERICAN EQUITY INVESTMENT LIFE HOLDING CO (0001039828) (Subject)

      2/9/24 9:59:07 AM ET
      $AEL
      Life Insurance
      Finance

    $AEL
    Press Releases

    Fastest customizable press release news feed in the world

    See more
    • AM Best Removes From Under Review with Developing Implications and Takes Various Credit Rating Actions on American National Insurance Company and Most of Its Affiliates

      AM Best has removed from under review with developing implications and downgraded the Long-Term Issuer Credit Rating (Long-Term ICR) to "a" (Excellent) from "a+" (Excellent) and affirmed the Financial Strength Rating (FSR) of A (Excellent) of American National Insurance Company (ANICO) and its affiliates, American National Life Insurance Company of Texas and American National Life Insurance Company of New York (Glenmont, NY). These companies are referred to collectively as the American National Group (ANG). In addition, AM Best has removed from under review with developing implications and downgraded the Long-Term ICR to "a" (Excellent) from "a+" (Excellent) and affirmed the FSR of A (Exc

      11/27/24 11:43:00 AM ET
      $AEL
      Life Insurance
      Finance
    • AM Best Places Credit Ratings of North End Re (Cayman) SPC Under Review With Developing Implications

      AM Best has placed under review with developing implications the Financial Strength Rating of A- (Excellent) and the Long-Term Issuer Credit Rating of "a-" (Excellent) of North End Re (Cayman) SPC (Cayman Islands) (NERC). Following the recent closure of Brookfield Reinsurance Ltd.'s (NYSE:BNRE, BNRE.A])) acquisition of American Equity Investment Life Holding Company (AEL) (NYSE:AEL), the strategy for subsidiary NERC is under review by AM Best. In 2021, prior to the acquisition, NERC entered into a reinsurance agreement with AEL affiliate American Equity Investment Life Insurance Company, whereby NERC agreed to assume up to $10 billion of fixed deferred annuities. NERC has managed the assu

      5/9/24 10:33:00 AM ET
      $AEL
      $BNRE
      Life Insurance
      Finance
      Property-Casualty Insurers
    • IAC Set to Join S&P SmallCap 600

      NEW YORK, May 1, 2024 /PRNewswire/ -- IAC Inc. (NASD: IAC) will replace American Equity Investment Life Holding Company (NYSE:AEL) in the S&P SmallCap 600 effective prior to the opening of trading on Monday, May 6. Brookfield Reinsurance (TSX:BNRE) is acquiring American Equity Investment Life Holding Company in a deal expected to be completed prior to the open on May 3. Following is a summary of the changes that will take place prior to the open of trading on the effective date: Effective Date Index Name       Action Company Name Ticker GICS Sector May 6, 2024 S&P SmallCap 600 Addition IAC IAC Communication Services S&P SmallCap 600 Deletion American Equity Investment Life Holdings AEL Fin

      5/1/24 6:45:00 PM ET
      $AEL
      $BNRE
      $IAC
      $SPGI
      Life Insurance
      Finance
      Property-Casualty Insurers
      Computer Software: Programming Data Processing

    $AEL
    SEC Filings

    See more
    • SEC Form 15-12G filed by American Equity Investment Life Holding Company

      15-12G - American National Group Inc. (0001039828) (Filer)

      5/13/24 4:09:38 PM ET
      $AEL
      Life Insurance
      Finance
    • SEC Form 10-Q filed by American Equity Investment Life Holding Company

      10-Q - American National Group Inc. (0001039828) (Filer)

      5/10/24 12:21:41 PM ET
      $AEL
      Life Insurance
      Finance
    • American Equity Investment Life Holding Company filed SEC Form 8-K: Entry into a Material Definitive Agreement, Termination of a Material Definitive Agreement, Completion of Acquisition or Disposition of Assets, Other Events, Creation of a Direct Financial Obligation, Amendments to Articles of Incorporation or Bylaws; Change in Fiscal Year, Regulation FD Disclosure, Financial Statements and Exhibits

      8-K - AMERICAN EQUITY INVESTMENT LIFE HOLDING CO (0001039828) (Filer)

      5/8/24 9:21:07 AM ET
      $AEL
      Life Insurance
      Finance

    $AEL
    Insider Trading

    Insider transactions reveal critical sentiment about the company from key stakeholders. See them live in this feed.

    See more
    • Hayes Michael E returned 3,995 shares to the company, closing all direct ownership in the company (SEC Form 4)

      4 - AMERICAN EQUITY INVESTMENT LIFE HOLDING CO (0001039828) (Issuer)

      5/6/24 3:25:03 PM ET
      $AEL
      Life Insurance
      Finance
    • Neugent Gerard D. returned 53,507 shares to the company, closing all direct ownership in the company (SEC Form 4)

      4 - AMERICAN EQUITY INVESTMENT LIFE HOLDING CO (0001039828) (Issuer)

      5/6/24 3:24:51 PM ET
      $AEL
      Life Insurance
      Finance
    • Volpe Nicholas P. returned 19,534 shares to the company, closing all direct ownership in the company (SEC Form 4)

      4 - AMERICAN EQUITY INVESTMENT LIFE HOLDING CO (0001039828) (Issuer)

      5/6/24 3:24:38 PM ET
      $AEL
      Life Insurance
      Finance

    $AEL
    Analyst Ratings

    Analyst ratings in real time. Analyst ratings have a very high impact on the underlying stock. See them live in this feed.

    See more
    • American Equity Investment Life downgraded by Truist with a new price target

      Truist downgraded American Equity Investment Life from Buy to Hold and set a new price target of $55.00

      7/14/23 7:42:54 AM ET
      $AEL
      Life Insurance
      Finance
    • American Equity Investment Life downgraded by Raymond James

      Raymond James downgraded American Equity Investment Life from Strong Buy to Mkt Perform

      6/28/23 7:11:40 AM ET
      $AEL
      Life Insurance
      Finance
    • American Equity Investment Life downgraded by Piper Sandler with a new price target

      Piper Sandler downgraded American Equity Investment Life from Overweight to Neutral and set a new price target of $48.00 from $45.00 previously

      2/21/23 7:08:18 AM ET
      $AEL
      Life Insurance
      Finance

    $AEL
    Insider Purchases

    Insider purchases reveal critical bullish sentiment about the company from key stakeholders. See them live in this feed.

    See more
    • Lummus Dewayne bought $84 worth of shares (2 units at $42.20), increasing direct ownership by 0.01% to 15,141 units (SEC Form 4)

      4 - AMERICAN EQUITY INVESTMENT LIFE HOLDING CO (0001039828) (Issuer)

      10/2/23 9:18:11 PM ET
      $AEL
      Life Insurance
      Finance
    • Lummus Dewayne bought $42,342 worth of shares (1,062 units at $39.87), increasing direct ownership by 8% to 15,139 units (SEC Form 4)

      4 - AMERICAN EQUITY INVESTMENT LIFE HOLDING CO (0001039828) (Issuer)

      9/29/23 4:39:05 PM ET
      $AEL
      Life Insurance
      Finance

    $AEL
    Financials

    Live finance-specific insights

    See more
    • American Equity Reports Record $7+ Billion Annual FIA Sales and Strong Financial Results to Cap a Historic 2023

      Company Highlights Fourth quarter 2023 net loss available to common stockholders of $(475.9) million, or $(6.04) per diluted common share compared to net income of $21.7 million, or $0.25 per diluted common share for fourth quarter 2022 restated for the adoption of Accounting Standards Update 2018-12 — more commonly known as Long Duration Targeted Improvements (LDTI) Full year 2023 net income available to common stockholders of $166.9 million, or $2.06 per diluted common share compared to net income of $1.9 billion, or $20.50 per diluted common for full year 2022 restated for the adoption of LDTI Non-GAAP operating income available to common stockholders1 for the fourth quarter a

      2/14/24 4:15:00 PM ET
      $AEL
      Life Insurance
      Finance
    • American Equity Declares 1st Quarter 2024 Preferred Stock Dividend

      American Equity Investment Life Holding Company (NYSE:AEL), today announced that in accordance with the terms of its 5.95% Fixed-Rate Reset Non-Cumulative Preferred Stock, Series A (the "Series A Preferred Stock"), which is represented by depositary shares, each representing a 1/1,000th interest in a share of Series A Preferred Stock (the "Series A Depositary Shares"), the Board of Directors has declared a cash dividend of $371.8750000 per share of Series A Preferred Stock (equivalent to $0.371875000 per Series A Depositary Share). The dividend will be payable on March 1, 2024 to Series A Preferred Stock shareholders of record as of February 15, 2024. Depositary receipts for the Series A Pr

      2/1/24 4:15:00 PM ET
      $AEL
      Life Insurance
      Finance
    • American Equity Reports Record Non-GAAP Operating ROE1 and FIA Sales as the AEL 2.0 Strategy Delivers with 25% Allocation to Private Assets and Nearly 20% "Fee-Earning" Reinsured Balances

      Company Highlights Third quarter 2023 net income available to common stockholders of $465.2 million, or $5.82 per diluted common share compared to net income of $434.0 million, or $4.90 per diluted common share for third quarter 2022 restated for the adoption of Accounting Standards Update 2018-12 — more commonly known as Long Duration Targeted Improvements or LDTI Non-GAAP operating income available to common stockholders1 for the third quarter 2023 was $195.5 million, or $2.45 per diluted common share; Notable items2 positively impacted results in the quarter by $21.0 million, or $0.26 per share, after-tax On a trailing twelve-month basis, GAAP return on equity of 47.3% and non

      11/7/23 4:15:00 PM ET
      $AEL
      Life Insurance
      Finance

    $AEL
    Leadership Updates

    Live Leadership Updates

    See more
    • IAC Set to Join S&P SmallCap 600

      NEW YORK, May 1, 2024 /PRNewswire/ -- IAC Inc. (NASD: IAC) will replace American Equity Investment Life Holding Company (NYSE:AEL) in the S&P SmallCap 600 effective prior to the opening of trading on Monday, May 6. Brookfield Reinsurance (TSX:BNRE) is acquiring American Equity Investment Life Holding Company in a deal expected to be completed prior to the open on May 3. Following is a summary of the changes that will take place prior to the open of trading on the effective date: Effective Date Index Name       Action Company Name Ticker GICS Sector May 6, 2024 S&P SmallCap 600 Addition IAC IAC Communication Services S&P SmallCap 600 Deletion American Equity Investment Life Holdings AEL Fin

      5/1/24 6:45:00 PM ET
      $AEL
      $BNRE
      $IAC
      $SPGI
      Life Insurance
      Finance
      Property-Casualty Insurers
      Computer Software: Programming Data Processing
    • American Equity Continues Board Refresh with Appointment of Mike Hayes to Its Board of Directors

      American Equity Investment Life Holding Company ("American Equity") (NYSE:AEL), a leading provider of financial dignity solutions through general account annuities, today announced the appointment of Mike Hayes to its Board as an independent director. Following the appointment of Mr. Hayes, the Board will be comprised of 10 directors, eight of whom are independent. "I am pleased to welcome Mike Hayes to the American Equity Board. Mike brings significant operating experience in both the financial services and technology industries, as well as a strong track record of designing and overseeing operations to drive best-in-class customer value propositions and strategic execution," said David

      4/4/23 7:12:00 PM ET
      $AEL
      Life Insurance
      Finance
    • Brookfield Reinsurance Announces Third Quarter Results, Regular Distribution and Appointment of Directors

      BROOKFIELD, NEWS, Nov. 11, 2021 (GLOBE NEWSWIRE) -- Brookfield Asset Management Reinsurance Partners Ltd. ("Brookfield Reinsurance") ((NYSE, TSX:BAMR) today announced financial results for the quarter ended September 30, 2021. Sachin Shah, CEO of Brookfield Reinsurance, stated, "We continue to make significant progress in advancing our priorities with a focus on executing our previously announced transactions. Since we last reported, we have closed on a number of reinsurance and pension risk transfer opportunities, increasing our assets under management to $8 billion. Through our strategic partnership with Brookfield, we have successfully redeployed a significant portion of th

      11/11/21 6:55:00 AM ET
      $AEL
      $ANAT
      $BAM
      $BAMR
      Life Insurance
      Finance
      Other Consumer Services
      Consumer Discretionary