Apollo Global Management, Inc.'s Stock Analysis

Apollo Global Management Reports Preliminary Q1 2026 Financial Estimates

Apollo Global Management and its subsidiary Athene Holding Ltd. have provided preliminary estimates for alternative net investment income for the first quarter ending March 31, 2026, projecting approximately $205 million in pre-tax income. This figure represents an estimated 6% annualized return on alternative net investments, with Athene's pooled investment vehicle yielding an estimated 7% return. The results reflect a decrease in contributions from origination platforms amid lower equity market returns, particularly with the S&P 500 showing a (17)% annualized total return during the quarter.

The reported alternative net investment income is a key component of Spread Related Earnings, which is used to evaluate the performance of Apollo's Retirement Services segment. Investors are cautioned that these preliminary figures have not been audited and may be subject to material adjustments as the financial closing procedures are completed. Consequently, these estimates should not be seen as definitive indicators of future performance or relied upon for comprehensive financial analysis.

Apr 01, 2026 16:30:31

Apollo Global Management Issues $750 Million in Senior Notes

Apollo Global Management, Inc. issued $750 million in 5.700% Senior Notes due 2036, following a public offering. The interest on these notes will be paid semi-annually, starting September 30, 2026, and the company plans to use the proceeds for general corporate purposes, including retiring $500 million of its 4.400% Senior Notes due 2026.

The offering was conducted under an effective shelf registration statement, and the sale was finalized on March 30, 2026. The underwriting agreement involved major financial institutions, including BofA Securities and Goldman Sachs. Legal opinions regarding the validity of the notes and guarantees were also filed as part of the offering process.

Mar 30, 2026 17:31:33

Apollo Global Management Announces Board Member's Passing

Apollo Global Management has announced the passing of David Simon, a member of its board of directors, on March 22, 2026. Mr. Simon had served as an independent director since June 2021, and the company expressed its condolences to his family and friends while acknowledging his dedication and service to the organization.

The company’s management and board have conveyed their gratitude for Mr. Simon's contributions during his tenure. His passing may have implications for the company's governance and future board composition, which could be of interest to investors.

Mar 24, 2026 16:15:28

Athene Hosting Fixed Income Investor Call on February 19, 2026

Athene Holding Ltd., a subsidiary of Apollo Global Management, will conduct a Fixed Income Investor call on February 19, 2026, at 10:00 a.m. ET. The call will include updates from Athene’s senior management on business trends, new business origination, the investment portfolio, and capital management. Investors can access the call via a toll-free number or through a live webcast available on Athene's Investor Relations website.

In conjunction with the call, Athene has released a presentation on its Investor Relations page. The information shared during the call is for disclosure purposes and is not considered a formal filing under the Securities Exchange Act or the Securities Act. This communication is intended to provide investors with relevant updates regarding Athene's operations and financial status.

Feb 19, 2026 08:49:52

Apollo Global Management Reports Fourth Quarter and Full Year 2025 Results

Apollo Global Management, Inc. reported its financial results for the fourth quarter and full year ended December 31, 2025, highlighting a GAAP net income of $660 million for the quarter and $3.4 billion for the year. The company achieved record origination activity exceeding $300 billion and inflows of over $225 billion, which significantly contributed to fee and spread related earnings of $5.9 billion for the year. The total assets under management reached approximately $938 billion, with strong inflows and significant growth across various investment strategies.

The company declared a cash dividend of $0.51 per share for its common stock, to be paid on February 27, 2026, and a dividend of $0.8438 per share for its mandatory convertible preferred stock, payable on April 30, 2026. Apollo's board of directors retains discretion over future dividend payments. Additionally, the company engaged in share repurchases totaling $1.4 billion in 2025, indicating a commitment to returning value to shareholders.

Feb 09, 2026 06:31:47

Apollo Global Management Reports Preliminary Q4 2025 Income Estimates

Apollo Global Management and its subsidiary, Athene Holding Ltd., have provided preliminary estimates for their alternative net investment income for the fourth quarter of 2025. The estimated alternative net investment income is approximately $325 million (pre-tax), representing an estimated 10% annualized return on alternative net investments. Athene's investment in a pooled vehicle is projected to yield a 10% return, while other alternative investments, including those in retirement services platforms, are estimated to yield 7% for the same period.

These preliminary results are subject to change, as the financial closing procedures for the quarter are not yet complete, and actual results may differ significantly. The figures provided have not been audited or reviewed by an independent accounting firm, and investors are advised to exercise caution in relying on this information. The results should not be considered a substitute for full financial statements prepared in accordance with U.S. GAAP, nor should they be interpreted as indicative of future performance.

Jan 02, 2026 16:31:00

Apollo Global Management Grants $23.5 Million in RSUs to Executives

On December 9, 2025, Apollo Global Management's Compensation Committee approved the grant of restricted share units (RSUs) valued at $10 million to Chief Financial Officer Martin Kelly and $13.5 million to Chief Legal Officer Whitney Chatterjee. These RSUs are intended to recognize their performance and retain them during a critical growth phase, with annual compensation implications over the next three years. The RSUs will vest based on performance fee income requirements, with delivery of shares postponed until 2029, and potential delays if the executives resign or breach certain covenants.

Additionally, executive Scott Kleinman opted to defer the settlement of part of his previously granted RSUs, extending his alignment with shareholders until 2029 and 2032. His deferral includes performance-based RSUs, which will earn dividend equivalents starting April 1, 2027, contingent on meeting performance criteria. The details of this deferral and the RSU grants are intended to emphasize long-term value creation and will be further outlined in the Company's Annual Report.

Dec 12, 2025 16:17:56

Apollo Global Management Announces Retirement Services Business Update

Apollo Global Management has made available a presentation on its Investor Relations website regarding its Retirement Services Business Update scheduled for November 24, 2025, at 1:00 p.m. ET. This presentation will provide insights into the company's strategies and developments in the retirement services sector.

The information is provided under Regulation FD Disclosure and is not considered 'filed' under the Securities Exchange Act of 1934. It will not be subject to certain liabilities under the Act unless specifically referenced in future filings.

Nov 24, 2025 12:54:56

Apollo Global Management Issues $750 Million in Senior Notes

On November 7, 2025, Apollo Global Management issued $400 million in 4.600% Senior Notes due 2031 and $350 million in 5.150% Senior Notes due 2035. The 2031 Senior Notes will mature on January 15, 2031, with interest payable semi-annually starting July 15, 2026. The New 2035 Notes will consolidate with previously issued notes, bringing the total for that series to $850 million, with interest payable starting February 12, 2026.

The proceeds from this offering are intended for general corporate purposes. The issuance was conducted under an effective automatic shelf registration statement, and the underwriting was managed by several financial institutions, including BofA Securities and Citigroup. The relevant agreements and opinions regarding the notes' validity have been filed with the appropriate regulatory bodies.

Nov 07, 2025 16:31:20

Apollo Global Management Reports Third Quarter 2025 Financial Results

Apollo Global Management, Inc. reported a net income of $1.7 billion, or $2.82 per share, for the third quarter ended September 30, 2025. The company's total assets under management reached approximately $908 billion, with inflows of $82 billion in the quarter and $219 billion over the last twelve months. Key earnings metrics included fee-related earnings of $652 million and spread-related earnings of $871 million, contributing to a total of $1.5 billion in combined earnings streams for the quarter. The company also declared a cash dividend of $0.51 per share for common stockholders, scheduled for payment on November 28, 2025.

In addition to strong financial results, Apollo's growth strategy emphasizes origination, global wealth management, and capital solutions. The firm reported robust quarterly origination activity of $75 billion, driven by contributions from debt origination platforms. The company allocated approximately $190 million for strategic investments and repurchased $356 million of its common stock in the third quarter. The continued focus on enhancing shareholder value is evident through dividend distributions and share repurchases, totaling over $1 billion in dividends in the past year.

Nov 04, 2025 06:30:50