Apollo Global Management (NYSE:APO – Get Free Report) had its price objective dropped by analysts at JPMorgan Chase & Co. from $164.00 to $162.00 in a research report issued to clients and investors on Tuesday,Benzinga reports. The brokerage currently has an “overweight” rating on the financial services provider’s stock. JPMorgan Chase & Co.‘s price target suggests a potential upside of 21.88% from the company’s current price.
Several other analysts have also commented on the stock. TD Cowen reiterated a “buy” rating on shares of Apollo Global Management in a research report on Tuesday, November 25th. Keefe, Bruyette & Woods upped their target price on Apollo Global Management from $162.00 to $173.00 and gave the company an “outperform” rating in a research note on Wednesday, November 5th. Piper Sandler reissued an “overweight” rating and set a $165.00 price target on shares of Apollo Global Management in a research report on Tuesday. UBS Group cut their price target on Apollo Global Management from $186.00 to $182.00 and set a “buy” rating for the company in a report on Tuesday, January 13th. Finally, Weiss Ratings reaffirmed a “hold (c)” rating on shares of Apollo Global Management in a research note on Monday, December 29th. One analyst has rated the stock with a Strong Buy rating, fourteen have assigned a Buy rating and two have issued a Hold rating to the company’s stock. According to MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and a consensus target price of $164.79.
Read Our Latest Research Report on Apollo Global Management
Apollo Global Management Price Performance
Apollo Global Management (NYSE:APO – Get Free Report) last released its quarterly earnings results on Monday, February 9th. The financial services provider reported $2.47 earnings per share (EPS) for the quarter, topping the consensus estimate of $2.04 by $0.43. 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 return on equity of 15.43% and a net margin of 15.63%.The business’s revenue was up .8% on a year-over-year basis. During the same quarter in the previous year, the company posted $2.39 EPS. As a group, equities research analysts anticipate that Apollo Global Management will post 8 earnings per share for the current year.
Insider Transactions at Apollo Global Management
In related news, CFO Martin Kelly sold 6,000 shares of the business’s stock in a transaction that occurred on Monday, December 1st. The shares were sold at an average price of $131.41, for a total value of $788,460.00. Following the completion of the sale, the chief financial officer directly owned 325,604 shares in the company, valued at approximately $42,787,621.64. The trade was a 1.81% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Insiders own 8.50% of the company’s stock.
Institutional Investors Weigh In On Apollo Global Management
Several large investors have recently made changes to their positions in APO. Diversified Trust Co increased its stake in Apollo Global Management by 2,649.9% during the 3rd quarter. Diversified Trust Co now owns 42,238 shares of the financial services provider’s stock valued at $5,629,000 after buying an additional 40,702 shares during the period. Hsbc Holdings PLC boosted its holdings in shares of Apollo Global Management by 39.2% in the second quarter. Hsbc Holdings PLC now owns 842,391 shares of the financial services provider’s stock valued at $119,482,000 after acquiring an additional 237,180 shares in the last quarter. Plato Investment Management Ltd increased its stake in shares of Apollo Global Management by 100.3% during the third quarter. Plato Investment Management Ltd now owns 10,888 shares of the financial services provider’s stock valued at $1,440,000 after acquiring an additional 5,452 shares during the period. Stock Yards Bank & Trust Co. raised its holdings in Apollo Global Management by 2,395.2% during the third quarter. Stock Yards Bank & Trust Co. now owns 124,708 shares of the financial services provider’s stock worth $16,620,000 after purchasing an additional 119,710 shares in the last quarter. Finally, Asset Management One Co. Ltd. lifted its position in Apollo Global Management by 3.9% in the third quarter. Asset Management One Co. Ltd. now owns 178,868 shares of the financial services provider’s stock worth $23,838,000 after purchasing an additional 6,727 shares during the period. Institutional investors and hedge funds own 77.06% of the company’s stock.
Apollo Global Management News Roundup
Here are the key news stories impacting Apollo Global Management this week:
- Positive Sentiment: Q4 results beat expectations: Apollo reported stronger‑than‑expected Q4 EPS and rising assets-under-management with record origination and inflows, which supports fee revenue growth and underpins earnings momentum. Apollo Reports Fourth Quarter and Full Year 2025 Results
- Positive Sentiment: Near‑term business opportunity: Reports say Apollo is nearing a ~$3.4B financing to fund Nvidia chips leased to Elon Musk’s xAI — a large, fee‑generating lending/origination deal that highlights Apollo’s growing lending/origination capabilities. Apollo, xAI near $3.4 billion deal to fund AI chips
- Positive Sentiment: Strategic distribution partnership: Apollo and Schroders announced a multi‑channel partnership to sell next‑generation investment solutions, which could drive multi‑billion dollar flows over time. Schroders and Apollo partnership
- Neutral Sentiment: Piper Sandler reaffirmed an Overweight rating and set a $165 price target, signaling continued analyst confidence and upside potential versus current levels. Piper Sandler reaffirmation
- Neutral Sentiment: Corporate governance / leadership update: Apollo named Diego De Giorgi as incoming Head of EMEA — a routine senior hire that should support regional continuity. Apollo Names Diego De Giorgi as Incoming Head of EMEA
- Neutral Sentiment: Dividend announced: Apollo declared a quarterly dividend (ex‑dividend Feb 19), a modest yield that supports income investors but is not a large catalyst. Earnings release (includes dividend)
- Negative Sentiment: Barclays trimmed its price target from $168 to $158 (still Overweight) — a sign of analyst caution that may cap near‑term upside and contributed to intra‑day selling pressure. Barclays price target change
- Negative Sentiment: Sector risk: Coverage has resurfaced about private‑credit exposure to AI‑exposed software firms and broader AI disruption risks, which could raise investor concern about portfolio concentration and downside in credit/assets under management. Private credit AI concerns
About Apollo Global Management
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.
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