Kovitz Investment Group Partners LLC grew its holdings in shares of Apollo Global Management Inc. (NYSE:APO – Free Report) by 3.8% during the third quarter, HoldingsChannel.com reports. The institutional investor owned 1,296,857 shares of the financial services provider’s stock after purchasing an additional 47,808 shares during the quarter. Kovitz Investment Group Partners LLC’s holdings in Apollo Global Management were worth $172,832,000 as of its most recent filing with the Securities and Exchange Commission.
Other institutional investors and hedge funds have also added to or reduced their stakes in the company. Delos Wealth Advisors LLC bought a new stake in Apollo Global Management during the 2nd quarter valued at $25,000. Atlantic Union Bankshares Corp increased its holdings in shares of Apollo Global Management by 99.0% during the third quarter. Atlantic Union Bankshares Corp now owns 199 shares of the financial services provider’s stock valued at $27,000 after purchasing an additional 99 shares during the period. Sound Income Strategies LLC acquired a new position in shares of Apollo Global Management during the third quarter valued at $28,000. SJS Investment Consulting Inc. raised its stake in shares of Apollo Global Management by 1,123.5% during the third quarter. SJS Investment Consulting Inc. now owns 208 shares of the financial services provider’s stock valued at $28,000 after purchasing an additional 191 shares in the last quarter. Finally, Nemes Rush Group LLC acquired a new stake in Apollo Global Management in the second quarter worth about $30,000. 77.06% of the stock is owned by institutional investors.
Trending Headlines about Apollo Global Management
Here are the key news stories impacting Apollo Global Management this week:
- Positive Sentiment: Argus upgraded APO to a “strong-buy” — analyst optimism and an upgraded rating can boost investor demand and reduce near‑term selling pressure. Analyst Upgrade
- Positive Sentiment: Apollo’s funds provided $1.0 billion of subordinated hybrid capital to Aldar Properties (UAE) — the firm says this is its fifth Aldar deal and brings total commitments to about $2.9 billion, supporting fee-generating deployments and strengthening Apollo’s MENA franchise. Apollo Provides $1 Billion Hybrid Capital Solution to Aldar
- Neutral Sentiment: Apollo published market research noting U.S. stocks are roughly 40% more expensive than international stocks — useful macro positioning commentary but not an immediate earnings driver for APO itself. How Much Cheaper Are International Stocks Than U.S. Stocks?
- Neutral Sentiment: Apollo sent a client/partner letter and publicly stated CEO Marc Rowan had no personal or business relationship with Jeffrey Epstein — these outreach efforts aim to reassure clients and limit fallout from recent reporting. Reuters: Apollo says CEO Rowan had no business or personal relationship with Epstein
- Negative Sentiment: Pomerantz LLP is investigating potential claims on behalf of Apollo investors — a formal probe or litigation could create legal costs, distractions and reputational risk. Pomerantz investor alert
- Negative Sentiment: Renewed Epstein‑related scrutiny — including requests from teacher unions for an SEC probe — has already pressured the stock (earlier slide) and raises governance/disclosure risk that could affect client relationships and valuations if investigations escalate. QuiverQuant: renewed scrutiny and stock slide
Apollo Global Management Stock Performance
Apollo Global Management (NYSE:APO – Get Free Report) last released its earnings results on Monday, February 9th. The financial services provider reported $2.47 EPS for the quarter, beating the consensus estimate of $2.04 by $0.43. The business had revenue of $9.86 billion during the quarter, compared to analyst estimates of $1.19 billion. Apollo Global Management had a net margin of 10.90% and a return on equity of 15.25%. The business’s quarterly revenue was up .8% on a year-over-year basis. During the same period in the prior year, the business earned $2.39 earnings per share. Analysts forecast that Apollo Global Management Inc. will post 8 earnings per share for the current fiscal year.
Apollo Global Management Dividend Announcement
The business also recently disclosed a quarterly dividend, which will be paid on Friday, February 27th. Stockholders of record on Thursday, February 19th will be paid a dividend of $0.51 per share. The ex-dividend date of this dividend is Thursday, February 19th. This represents a $2.04 annualized dividend and a dividend yield of 1.7%. Apollo Global Management’s dividend payout ratio (DPR) is currently 36.96%.
Analyst Upgrades and Downgrades
A number of brokerages recently issued reports on APO. TD Cowen reiterated a “buy” rating on shares of Apollo Global Management in a research report on Thursday, February 12th. Barclays reduced their price target on shares of Apollo Global Management from $168.00 to $158.00 and set an “overweight” rating for the company in a research note on Tuesday, February 10th. Weiss Ratings reiterated a “hold (c)” rating on shares of Apollo Global Management in a research note on Monday, December 29th. Argus raised Apollo Global Management to a “strong-buy” rating in a report on Thursday. Finally, The Goldman Sachs Group restated a “buy” rating and issued a $165.00 target price on shares of Apollo Global Management in a research report on Monday, February 9th. Two equities research analysts have rated the stock with a Strong Buy rating, fourteen have given a Buy rating and two have issued a Hold rating to the company’s stock. According to data from MarketBeat, the company currently has an average rating of “Buy” and a consensus price target of $162.64.
Check Out Our Latest Analysis on APO
Insider Activity
In related news, CFO Martin Kelly sold 6,000 shares of Apollo Global Management stock in a transaction on Monday, December 1st. The stock was sold at an average price of $131.41, for a total value of $788,460.00. Following the transaction, the chief financial officer directly owned 325,604 shares in the company, valued at $42,787,621.64. The trade was a 1.81% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available through this link. 8.20% of the stock is owned by insiders.
Apollo Global Management 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.
Featured Articles
- Five stocks we like better than Apollo Global Management
- ~$1.5T SpaceX IPO: Pre-IPO Opportunity
- Gold $5,000: The 2026 Gold & Silver Summit is LIVE March 4
- How a Family Trust May Be Able To Help Preserve Your Wealth
- This makes me furious
- Elon Musk: This Could Turn $100 into $100,000
Want to see what other hedge funds are holding APO? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Apollo Global Management Inc. (NYSE:APO – Free Report).
Receive News & Ratings for Apollo Global Management Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Apollo Global Management and related companies with MarketBeat.com's FREE daily email newsletter.
