Apollo Global Management (NYSE:APO) Price Target Cut to $158.00 by Analysts at Barclays

Apollo Global Management (NYSE:APO) had its price target decreased by Barclays from $168.00 to $158.00 in a research note issued to investors on Tuesday,Benzinga reports. Barclays currently has an overweight rating on the financial services provider’s stock.

A number of other equities analysts have also commented on APO. Wolfe Research reaffirmed an “outperform” rating on shares of Apollo Global Management in a research report on Wednesday, January 7th. Citigroup lowered their target price on shares of Apollo Global Management from $170.00 to $150.00 and set a “buy” rating on the stock in a report on Monday, October 13th. 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 research note on Tuesday, January 13th. TD Cowen reissued a “buy” rating on shares of Apollo Global Management in a research report on Tuesday, November 25th. Finally, The Goldman Sachs Group reaffirmed a “buy” rating and issued a $165.00 price objective on shares of Apollo Global Management in a report on Monday. One research analyst has rated the stock with a Strong Buy rating, fourteen have given a Buy rating and two have issued a Hold rating to the stock. According to data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and an average target price of $164.79.

Apollo Global Management Stock Down 1.1%

Apollo Global Management stock opened at $132.43 on Tuesday. The company’s 50-day moving average price is $141.63 and its two-hundred day moving average price is $136.22. The company has a quick ratio of 1.49, a current ratio of 1.31 and a debt-to-equity ratio of 0.33. The stock has a market cap of $76.87 billion, a P/E ratio of 23.99, a P/E/G ratio of 1.20 and a beta of 1.57. Apollo Global Management has a twelve month low of $102.58 and a twelve month high of $164.22.

Apollo Global Management (NYSE:APO) last released its quarterly earnings results on Monday, February 9th. The financial services provider reported $2.47 earnings per share 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 business had revenue of $9.86 billion during the quarter, compared to analysts’ expectations of $1.19 billion. During the same period last year, the firm posted $2.39 EPS. The firm’s revenue for the quarter was up .8% compared to the same quarter last year. As a group, analysts expect that Apollo Global Management will post 8 EPS for the current year.

Apollo Global Management Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Friday, February 27th. Shareholders 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 yield of 1.5%. Apollo Global Management’s payout ratio is presently 36.96%.

Insider Activity at Apollo Global Management

In other news, CFO Martin Kelly sold 6,000 shares of the firm’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 sale, the chief financial officer directly owned 325,604 shares in the company, valued at approximately $42,787,621.64. This trade represents a 1.81% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Company insiders own 8.50% of the company’s stock.

Institutional Trading of Apollo Global Management

Hedge funds and other institutional investors have recently made changes to their positions in the company. Delos Wealth Advisors LLC acquired a new stake in Apollo Global Management during the 2nd quarter worth approximately $25,000. Atlantic Union Bankshares Corp increased its position in Apollo Global Management by 99.0% in the 3rd quarter. Atlantic Union Bankshares Corp now owns 199 shares of the financial services provider’s stock valued at $27,000 after acquiring an additional 99 shares during the period. Activest Wealth Management raised its stake in shares of Apollo Global Management by 875.0% during the second quarter. Activest Wealth Management now owns 195 shares of the financial services provider’s stock valued at $28,000 after acquiring an additional 175 shares during the last quarter. Sound Income Strategies LLC acquired a new position in shares of Apollo Global Management during the third quarter worth $28,000. Finally, SJS Investment Consulting Inc. grew its stake in shares of Apollo Global Management by 1,123.5% in the third quarter. SJS Investment Consulting Inc. now owns 208 shares of the financial services provider’s stock worth $28,000 after purchasing an additional 191 shares during the last quarter. 77.06% of the stock is currently owned by institutional investors.

Key Stories Impacting Apollo Global Management

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

• Positive Sentiment: Q4 results beat expectations — Apollo reported stronger-than-expected Q4 earnings and higher assets under management, which supported an earlier intraday rally after results. Zacks: Q4 earnings beat
• Positive Sentiment: Potential $3.4B financing to support xAI — Reports indicate Apollo is nearing a roughly $3.4B loan to fund Nvidia chip purchases for Elon Musk’s xAI, a sizeable, revenue‑generating financing opportunity if completed. Reuters: Apollo, xAI near $3.4B deal
• Positive Sentiment: Distribution partnership with Schroders — A multi‑channel partnership to sell funds could drive long‑term flows and diversify distribution channels. GlobeNewswire: Schroders partnership
• Positive Sentiment: Dividend declared — Apollo announced a quarterly dividend (annualized yield ~1.5%), supporting income-oriented investor interest.
• Neutral Sentiment: Management presentations and transcripts — Management presented at the UBS conference and posted Q4 earnings materials; useful for diligence but unlikely to swing price alone. Seeking Alpha: UBS presentation
• Neutral Sentiment: Leadership move in EMEA — Appointment of Diego De Giorgi as Head of EMEA updates the leadership bench; positive for execution but not an immediate catalyst. GlobeNewswire: EMEA head
• Negative Sentiment: Analysts trimmed price targets — Barclays lowered its target from $168 to $158 (still overweight) and JPMorgan trimmed its target from $164 to $162; such downgrades can sap momentum even when ratings remain positive. Benzinga: Analyst PT changes
• Negative Sentiment: Sector risk: private‑credit/AI concerns — Coverage noting AI-driven disruption risks in software and private credit markets could increase perceived portfolio risk and pressure valuation multiples for credit-focused managers. CNBC: Private credit worries

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.