Apollo Global Management (NYSE:APO) Announces Earnings Results

Apollo Global Management (NYSE:APO) announced its earnings results on Monday. The financial services provider reported $2.47 earnings per share for the quarter, beating the consensus estimate of $2.04 by $0.43, FiscalAI reports. The business had revenue of $9.86 billion during the quarter, compared to the consensus estimate of $1.19 billion. Apollo Global Management had a net margin of 15.63% and a return on equity of 15.43%. The business’s quarterly revenue was up .8% compared to the same quarter last year. During the same period in the prior year, the firm earned $2.39 earnings per share.

Apollo Global Management Stock Up 5.7%

NYSE APO opened at $133.24 on Monday. Apollo Global Management has a 12 month low of $102.58 and a 12 month high of $167.15. The company has a market capitalization of $77.34 billion, a P/E ratio of 19.48, a PEG ratio of 1.20 and a beta of 1.57. The company’s 50 day simple moving average is $141.58 and its 200 day simple moving average is $136.48. The company has a debt-to-equity ratio of 0.33, a current ratio of 1.49 and a quick ratio of 1.49.

Analysts Set New Price Targets

APO has been the subject of several research reports. Morgan Stanley raised shares of Apollo Global Management from an “equal weight” rating to an “overweight” rating and lifted their price target for the company from $151.00 to $180.00 in a report on Thursday, November 20th. UBS Group cut their target price on shares of Apollo Global Management from $186.00 to $182.00 and set a “buy” rating on the stock in a report on Tuesday, January 13th. Barclays lowered their target price on Apollo Global Management from $172.00 to $168.00 and set an “overweight” rating for the company in a report on Friday, January 9th. Weiss Ratings reissued a “hold (c)” rating on shares of Apollo Global Management in a report on Monday, December 29th. Finally, BMO Capital Markets set a $136.00 price objective on Apollo Global Management and gave the stock a “market perform” rating in a research note on Tuesday, November 25th. One investment analyst has rated the stock with a Strong Buy rating, twelve have given a Buy rating and two have given a Hold rating to the stock. According to MarketBeat, the stock has a consensus rating of “Moderate Buy” and a consensus target price of $165.62.

Trending Headlines about Apollo Global Management

Here are the key news stories impacting Apollo Global Management this week:

• Positive Sentiment: Q4 earnings beat — Apollo reported $2.47 EPS vs. $2.07 expected and revenue of $9.86B, driven by higher fee-related and transaction activity; strong margins and ROE underpin the beat. Apollo Reports Fourth Quarter and Full Year 2025 Results
• Positive Sentiment: Record origination and lending surge — Management cited record origination activity and material growth in lending, helping assets under management jump to about $938B, supporting future fee and interest income. Apollo Global Management beats Q4 estimates with record origination
• Positive Sentiment: Distribution partnership — Apollo announced a multi-channel partnership with Schroders to sell funds to wealthy investors, a move that could broaden distribution and drive multi?billion dollar annual flows over time. Schroders and Apollo to deliver next generation investment solutions in ambitious multi-channel partnership
• Neutral Sentiment: Industry risk: private credit concerns — Broader worries about private credit exposure to AI-driven disruption in software and other sectors add uncertainty to valuation of some credit portfolios. This is an industry-level risk rather than an Apollo-specific accounting item. Private credit worries resurface in $3 trillion market as AI pressures software firms
• Negative Sentiment: Profit dynamics: one-time drags — The WSJ notes Q4 net profit fell as a higher tax provision and an investment-activities loss offset revenue gains; investors should watch whether these items reflect transitory or recurring pressures. Apollo Global Management Profit Falls, Revenue Rises

Insider Activity

In other Apollo Global Management news, CFO Martin Kelly sold 6,000 shares of the business’s stock in a transaction dated Monday, December 1st. The stock was sold at an average price of $131.41, for a total transaction of $788,460.00. Following the sale, the chief financial officer owned 325,604 shares in the company, valued at approximately $42,787,621.64. The trade was a 1.81% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. 8.50% of the stock is owned by insiders.

Institutional Investors Weigh In On Apollo Global Management

Institutional investors have recently modified their holdings of the stock. Schnieders Capital Management LLC. bought a new position in Apollo Global Management in the 2nd quarter worth $7,954,000. Moneta Group Investment Advisors LLC acquired a new stake in shares of Apollo Global Management in the third quarter valued at about $253,000. Larson Financial Group LLC increased its stake in shares of Apollo Global Management by 10.4% in the third quarter. Larson Financial Group LLC now owns 3,364 shares of the financial services provider’s stock worth $448,000 after purchasing an additional 317 shares during the period. Fiduciary Trust Co lifted its position in shares of Apollo Global Management by 9.9% during the 3rd quarter. Fiduciary Trust Co now owns 2,192 shares of the financial services provider’s stock worth $292,000 after purchasing an additional 198 shares during the last quarter. Finally, FFT Wealth Management LLC bought a new stake in Apollo Global Management during the 2nd quarter valued at approximately $221,000. Institutional investors and hedge funds own 77.06% of the company’s stock.

Apollo Global Management Company Profile

Apollo Global Management, Inc (NYSE: APO) is a global alternative investment manager that specializes in private equity, credit and real assets. The firm originates, invests in and manages a broad set of strategies across distressed and opportunistic credit, direct lending, structured credit, buyouts and real estate. Apollo provides investment management and advisory services to institutional clients and individual investors through pooled funds, separate accounts and publicly listed investment vehicles.

Its private equity business pursues control and non-control investments across industries, often focusing on complex or distressed situations where operational improvement and capital solutions can create value.