Czech National Bank Boosts Holdings in Apollo Global Management Inc. $APO

Czech National Bank lifted its holdings in Apollo Global Management Inc. (NYSE:APO) by 4.8% in the fourth quarter, according to the company in its most recent filing with the SEC. The fund owned 122,438 shares of the financial services provider’s stock after acquiring an additional 5,570 shares during the quarter. Czech National Bank’s holdings in Apollo Global Management were worth $17,724,000 at the end of the most recent quarter.

A number of other institutional investors also recently made changes to their positions in APO. Canvas Wealth Advisors LLC bought a new position in shares of Apollo Global Management during the 4th quarter valued at $276,000. Foster Group Inc. bought a new stake in Apollo Global Management in the fourth quarter worth $348,000. Spinnaker Investment Group LLC bought a new stake in Apollo Global Management in the fourth quarter worth $266,000. Clear Trail Advisors LLC purchased a new stake in Apollo Global Management during the fourth quarter valued at about $1,913,000. Finally, SG Americas Securities LLC grew its stake in shares of Apollo Global Management by 1,541.9% during the fourth quarter. SG Americas Securities LLC now owns 135,395 shares of the financial services provider’s stock valued at $19,600,000 after buying an additional 127,149 shares during the last quarter. Hedge funds and other institutional investors own 77.06% of the company’s stock.

Apollo Global Management Price Performance

APO opened at $109.74 on Friday. The company has a current ratio of 1.31, a quick ratio of 1.31 and a debt-to-equity ratio of 0.33. The company has a market cap of $63.46 billion, a price-to-earnings ratio of 19.88, a price-to-earnings-growth ratio of 0.89 and a beta of 1.60. The stock has a fifty day simple moving average of $120.77 and a two-hundred day simple moving average of $130.40. Apollo Global Management Inc. has a 12-month low of $99.56 and a 12-month high of $157.28.

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

Apollo Global Management Dividend Announcement

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

Trending Headlines about Apollo Global Management

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

• Positive Sentiment: Apollo and peers pushed back on private‑credit panic, saying headlines overstate sector risk; management commentary aims to calm investors and limit further outsized selloffs. Apollo, Blackstone say private credit fears not matching reality
• Positive Sentiment: Apollo priced $750M of 5.700% senior notes due 2036, showing the company still has market access for funding needs. That reduces short‑term liquidity risk for the parent. Apollo Prices Offering of Senior Notes
• Neutral Sentiment: Apollo’s insurance arm has grown into a large Federal Home Loan Bank borrower, highlighting business expansion but also higher reliance on secured funding lines. Apollo’s Insurance Arm Vaults to Second-Biggest FHLB Borrower
• Neutral Sentiment: Apollo flagged that AI is reshaping flows across equities, bonds and VC — a strategic signal but not an immediate earnings shock. AI now dominates equities, bonds, and venture capital flows, Apollo warns
• Negative Sentiment: Multiple law firms have launched or solicited participation in securities class actions tied to investigative “Epstein Files” reports; complaints allege undisclosed relationships and name current/former senior figures, increasing legal, reputational and potential financial exposure. Lead‑plaintiff deadline is May 1, 2026. Representative notices: Hagens Berman, Rosen, Kahn Swick & Foti. Hagens Berman shareholder alert Rosen Law Firm notice Kahn Swick & Foti notice
• Negative Sentiment: Apollo capped redemptions at 5% in its $25B Apollo Debt Solutions BDC after client requests to withdraw ~11% — a liquidity action that typically raises investor concern about asset liquidity and loan quality. Apollo caps redemptions at 5% for Apollo Debt Solutions
• Negative Sentiment: Sector‑wide private‑credit stress (rising defaults, fund exits and redemption caps) and at least one analyst downgrade/forecast cut have amplified downside pressure on APO shares. Private credit defaults and exits (CNBC) BMO lowers expectations for APO

Analysts Set New Price Targets

APO has been the topic of several analyst reports. The Goldman Sachs Group reiterated a “buy” rating and issued a $165.00 price objective on shares of Apollo Global Management in a report on Monday, February 9th. Weiss Ratings restated a “hold (c)” rating on shares of Apollo Global Management in a research report on Monday, December 29th. Morgan Stanley lifted their price target on Apollo Global Management from $180.00 to $181.00 and gave the stock an “overweight” rating in a research note on Tuesday, February 10th. TD Cowen reiterated a “buy” rating on shares of Apollo Global Management in a research report on Thursday, February 12th. Finally, JPMorgan Chase & Co. dropped their price objective on Apollo Global Management from $164.00 to $162.00 and set an “overweight” rating for the company 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 company’s stock. According to MarketBeat, Apollo Global Management presently has a consensus rating of “Moderate Buy” and a consensus target price of $158.13.

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.