SG Americas Securities LLC Has $19.60 Million Stock Holdings in Apollo Global Management Inc. $APO

SG Americas Securities LLC grew its holdings in Apollo Global Management Inc. (NYSE:APO) by 1,541.9% in the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 135,395 shares of the financial services provider’s stock after acquiring an additional 127,149 shares during the period. SG Americas Securities LLC’s holdings in Apollo Global Management were worth $19,600,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors have also modified their holdings of APO. Vanguard Group Inc. boosted its holdings in Apollo Global Management by 3.0% in the third quarter. Vanguard Group Inc. now owns 47,419,652 shares of the financial services provider’s stock worth $6,319,617,000 after purchasing an additional 1,377,545 shares in the last quarter. Amundi raised its holdings in Apollo Global Management by 68.9% during the second quarter. Amundi now owns 1,311,102 shares of the financial services provider’s stock valued at $187,199,000 after buying an additional 534,904 shares in the last quarter. Marshall Wace LLP raised its holdings in Apollo Global Management by 5,670.1% during the second quarter. Marshall Wace LLP now owns 395,020 shares of the financial services provider’s stock valued at $56,041,000 after buying an additional 388,174 shares in the last quarter. Bessemer Group Inc. lifted its position in shares of Apollo Global Management by 31.1% in the third quarter. Bessemer Group Inc. now owns 1,617,228 shares of the financial services provider’s stock worth $215,530,000 after buying an additional 383,198 shares during the last quarter. Finally, Bahl & Gaynor Inc. boosted its stake in shares of Apollo Global Management by 62.0% during the 3rd quarter. Bahl & Gaynor Inc. now owns 996,727 shares of the financial services provider’s stock worth $132,834,000 after acquiring an additional 381,479 shares in the last quarter. Institutional investors own 77.06% of the company’s stock.

Apollo Global Management Price Performance

Shares of NYSE:APO opened at $108.54 on Friday. The business has a 50 day moving average price of $120.06 and a 200 day moving average price of $130.22. Apollo Global Management Inc. has a twelve month low of $99.56 and a twelve month high of $157.28. The company has a market cap of $62.77 billion, a price-to-earnings ratio of 19.66, a PEG ratio of 0.89 and a beta of 1.60. The company has a quick ratio of 1.31, a current ratio of 1.31 and a debt-to-equity ratio of 0.33.

Apollo Global Management (NYSE:APO) last issued its quarterly earnings results on Monday, February 9th. The financial services provider reported $2.47 EPS for the quarter, topping the consensus estimate of $2.04 by $0.43. Apollo Global Management had a return on equity of 15.25% and a net margin of 10.90%.The company had revenue of $9.86 billion for the quarter, compared to the consensus estimate of $1.19 billion. During the same period in the previous year, the business posted $2.39 EPS. The company’s revenue for the quarter was up .8% on a year-over-year basis. Research analysts predict that Apollo Global Management Inc. will post 8 earnings per share for the current year.

Apollo Global Management Announces Dividend

The business also recently disclosed a quarterly dividend, which was paid on Friday, February 27th. Stockholders of record on Thursday, February 19th were paid a $0.51 dividend. The ex-dividend date was Thursday, February 19th. This represents a $2.04 annualized dividend and a dividend yield of 1.9%. Apollo Global Management’s dividend payout ratio (DPR) is presently 36.96%.

Apollo Global Management News Roundup

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

• Positive Sentiment: Apollo’s top economist argues markets are overreacting and that the conflict with Iran is unlikely to derail the U.S. economy, which could help sentiment for risk assets and credit strategies Apollo manages. Apollo’s top economist says markets are overreacting and the Iran war won’t derail the US economy
• Positive Sentiment: Apollo and peers (including Blackstone) publicly push back that private‑credit concerns are overstated, arguing fundamentals in direct lending aren’t matching market panic — a supportive narrative for Apollo’s fee and AUM outlook. Apollo, Blackstone say private credit fears not matching reality
• Positive Sentiment: Torsten Slok of Apollo says a Fed rate hike remains “extremely unlikely,” which supports fixed‑income and credit spreads that benefit Apollo’s credit businesses. Apollo’s Torsten Slok: A Fed rate hike is still ‘extremely unlikely’
• Neutral Sentiment: Street consensus remains modestly positive: analysts’ average rating is around “Moderate Buy,” suggesting expectations for earnings and fee growth remain intact despite headline risk. Apollo Global Management Inc. Given Average Rating of “Moderate Buy” by Analysts
• Negative Sentiment: Multiple law firms (Hagens Berman, Rosen, Pomerantz, Glancy, Bronstein, Faruqi, Portnoy, et al.) have filed or circulated notices for a securities class action tied to recent “Epstein Files” revelations and allege undisclosed ties and investor harm — the litigation wave is the primary downward catalyst and creates legal, reputational, and potential financial risks. APO SHAREHOLDER NOTICE: Hagens Berman Alerts Apollo Global Management (APO) Investors to Securities Class Action Stemming From “Epstein Files” Revelations
• Negative Sentiment: Many plaintiff firms are actively soliciting lead‑plaintiff applicants with a May 1 deadline; this amplifies headline flow and could pressure the stock until legal exposure is clarified. Representative notice from Rosen Law Firm. APO Investors Have Opportunity to Lead Apollo Global Management, Inc. Securities Fraud Lawsuit Filed by The Rosen Law Firm
• Negative Sentiment: BMO Capital Markets has reduced its expectations for APO’s stock price, reflecting analyst downgrades/realigned forecasts that could weigh on near‑term sentiment. BMO Capital Markets Has Lowered Expectations for Apollo Global Management (NYSE:APO) Stock Price
• Negative Sentiment: Separately, coverage highlights ongoing private‑credit liquidity confusion in the market; while Apollo disputes systemic risk, the sector narrative is increasing volatility for firms with significant private‑credit exposure. Apollo, Blue Owl lament private credit’s liquidity confusion

Analyst Ratings Changes

A number of brokerages have recently commented on APO. Barclays lowered their price objective on Apollo Global Management from $158.00 to $131.00 and set an “overweight” rating on the stock in a report on Monday, March 2nd. Wolfe Research reaffirmed an “outperform” rating on shares of Apollo Global Management in a research report on Wednesday, January 7th. The Goldman Sachs Group reiterated a “buy” rating and set a $165.00 price target on shares of Apollo Global Management in a report on Monday, February 9th. Royal Bank Of Canada began coverage on shares of Apollo Global Management in a research report on Monday, February 23rd. They issued a “sector perform” rating and a $142.00 price target on the stock. Finally, Deutsche Bank Aktiengesellschaft restated a “buy” rating on shares of Apollo Global Management in a research note on Tuesday, February 10th. Two analysts have rated the stock with a Strong Buy rating, fourteen have issued a Buy rating and three have given a Hold rating to the stock. Based on data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and an average price target of $158.13.

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.