Callodine Capital Management LP Has $43.50 Million Stock Holdings in Apollo Global Management Inc. $APO

Callodine Capital Management LP grew its stake in shares of Apollo Global Management Inc. (NYSE:APO) by 20.9% in the third quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 326,380 shares of the financial services provider’s stock after purchasing an additional 56,380 shares during the quarter. Apollo Global Management makes up approximately 3.8% of Callodine Capital Management LP’s investment portfolio, making the stock its 8th largest position. Callodine Capital Management LP owned approximately 0.06% of Apollo Global Management worth $43,497,000 as of its most recent filing with the Securities and Exchange Commission.

Several other hedge funds have also made changes to their positions in the company. Plato Investment Management Ltd raised its position in shares of Apollo Global Management by 100.3% in the 3rd quarter. Plato Investment Management Ltd now owns 10,888 shares of the financial services provider’s stock worth $1,440,000 after acquiring an additional 5,452 shares in the last quarter. Diversified Trust Co grew its position in shares of Apollo Global Management by 2,649.9% in the 3rd quarter. Diversified Trust Co now owns 42,238 shares of the financial services provider’s stock worth $5,629,000 after buying an additional 40,702 shares during the last quarter. NEOS Investment Management LLC lifted its position in Apollo Global Management by 48.7% during the third quarter. NEOS Investment Management LLC now owns 52,506 shares of the financial services provider’s stock valued at $6,997,000 after acquiring an additional 17,204 shares during the last quarter. Mitsubishi UFJ Asset Management Co. Ltd. lifted its holdings in shares of Apollo Global Management by 11.0% during the 3rd quarter. Mitsubishi UFJ Asset Management Co. Ltd. now owns 900,554 shares of the financial services provider’s stock valued at $120,017,000 after purchasing an additional 89,439 shares during the last quarter. Finally, Hsbc Holdings PLC lifted its holdings in shares of Apollo Global Management by 39.2% during the 2nd quarter. Hsbc Holdings PLC now owns 842,391 shares of the financial services provider’s stock valued at $119,482,000 after purchasing an additional 237,180 shares during the last quarter. 77.06% of the stock is currently owned by hedge funds and other institutional investors.

Key Headlines Impacting Apollo Global Management

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

• Positive Sentiment: Apollo Sports Capital completed its transaction to become majority shareholder of Atlético de Madrid — a strategic sports/brand investment that could boost fee-generating assets and long‑term returns from the sports platform. Read More.
• Positive Sentiment: Management signaled plans to mark private‑credit assets more frequently (eventually daily), a move intended to increase transparency and address investor outflows that have pressured the sector — this may reassure investors in Apollo’s large private‑credit platform. Read More.
• Positive Sentiment: Apollo‑led funds provided $500M to an Adani Energy unit via a long‑dated private bond — another illustration of ongoing deal activity and fee/interest income generation in Apollo’s credit and infrastructure businesses. Read More.
• Neutral Sentiment: Macro/sector coverage highlighting risks in private credit (withdrawals, opacity, AI disruption) is raising awareness of industry headwinds but is not Apollo‑specific; it frames why Apollo’s valuation/marking moves matter. Read More.
• Negative Sentiment: Multiple securities class‑action suits and investor alerts have been filed/issued alleging disclosure failures linked to reporting about Apollo’s past business ties (the “Epstein files”). Hagens Berman and others filed/alerted this week seeking damages for purchasers during May 10, 2021–Feb 21, 2026. This creates legal, reputational and potential financial risk (discovery, fines, settlements). Read More.
• Negative Sentiment: Several plaintiff firms (Rosen, Bronstein Gewirtz & Grossman, Schall, Pomerantz, Faruqi, Portnoy, others) have issued notices/reminders about lead‑plaintiff deadlines (May 1, 2026) and filed suits — the concentrated media/legal activity increases near‑term headline risk and could pressure sentiment until resolved. Read More.

Apollo Global Management Price Performance

NYSE:APO opened at $104.37 on Friday. The stock has a 50 day moving average of $127.29 and a two-hundred day moving average of $131.97. Apollo Global Management Inc. has a 12 month low of $99.56 and a 12 month high of $157.28. The firm has a market cap of $60.35 billion, a P/E ratio of 18.91, a price-to-earnings-growth ratio of 0.81 and a beta of 1.60. The company has a current ratio of 1.31, a quick ratio of 1.31 and a debt-to-equity ratio of 0.33.

Apollo Global Management (NYSE:APO) last released its earnings results on Monday, February 9th. The financial services provider reported $2.47 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $2.04 by $0.43. Apollo Global Management had a net margin of 10.90% and a return on equity of 15.25%. Apollo Global Management’s revenue was up .8% compared to the same quarter last year. During the same quarter last year, the business earned $2.39 earnings per share. On average, analysts expect that Apollo Global Management Inc. will post 8 earnings per share for the current fiscal year.

Apollo Global Management Dividend Announcement

The company also recently declared 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 of this dividend was Thursday, February 19th. This represents a $2.04 annualized dividend and a dividend yield of 2.0%. Apollo Global Management’s dividend payout ratio is 36.96%.

Wall Street Analyst Weigh In

A number of brokerages have recently weighed in on APO. Weiss Ratings restated 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 research report on Thursday, February 19th. TD Cowen reiterated a “buy” rating on shares of Apollo Global Management in a research report on Thursday, February 12th. Deutsche Bank Aktiengesellschaft reissued a “buy” rating on shares of Apollo Global Management in a research report on Tuesday, February 10th. Finally, Morgan Stanley lifted their price objective on shares of Apollo Global Management from $180.00 to $181.00 and gave the company an “overweight” rating in a research note on Tuesday, February 10th. Two investment analysts have rated the stock with a Strong Buy rating, fourteen have assigned a Buy rating and three have issued a Hold rating to the stock. According to data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and an average target price of $159.47.

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.