Apollo Global Management Inc. $APO Stock Position Lifted by Cornerstone Investment Partners LLC

Cornerstone Investment Partners LLC raised its stake in Apollo Global Management Inc. (NYSE:APO) by 23.6% during the 3rd quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 630,520 shares of the financial services provider’s stock after buying an additional 120,558 shares during the quarter. Apollo Global Management accounts for about 3.5% of Cornerstone Investment Partners LLC’s holdings, making the stock its 10th biggest position. Cornerstone Investment Partners LLC owned approximately 0.11% of Apollo Global Management worth $84,029,000 as of its most recent filing with the SEC.

A number of other institutional investors also recently modified their holdings of the stock. Fortress Financial Solutions LLC grew its holdings in shares of Apollo Global Management by 1.6% during the 2nd quarter. Fortress Financial Solutions LLC now owns 4,561 shares of the financial services provider’s stock valued at $647,000 after acquiring an additional 74 shares in the last quarter. Cary Street Partners Investment Advisory LLC boosted its position in Apollo Global Management by 44.0% during the second quarter. Cary Street Partners Investment Advisory LLC now owns 252 shares of the financial services provider’s stock valued at $36,000 after purchasing an additional 77 shares during the last quarter. Linden Thomas Advisory Services LLC grew its stake in Apollo Global Management by 1.4% in the third quarter. Linden Thomas Advisory Services LLC now owns 5,553 shares of the financial services provider’s stock valued at $740,000 after purchasing an additional 78 shares in the last quarter. Cynosure Group LLC increased its position in Apollo Global Management by 2.6% in the 3rd quarter. Cynosure Group LLC now owns 3,385 shares of the financial services provider’s stock worth $451,000 after purchasing an additional 85 shares during the last quarter. Finally, SOA Wealth Advisors LLC. raised its stake in shares of Apollo Global Management by 8.5% during the 3rd quarter. SOA Wealth Advisors LLC. now owns 1,169 shares of the financial services provider’s stock worth $156,000 after purchasing an additional 92 shares in the last quarter. Institutional investors and hedge funds own 77.06% of the company’s stock.

Insider Transactions at Apollo Global Management

In other Apollo Global Management news, CFO Martin Kelly sold 6,000 shares of Apollo Global Management stock in a transaction that occurred 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 of the company’s stock, valued at $42,787,621.64. The trade was a 1.81% decrease in their position. The sale was disclosed in a filing with the SEC, which is available at the SEC website. 8.20% of the stock is owned by company insiders.

Apollo Global Management News Summary

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

• Positive Sentiment: Apollo partnered with Schroders to launch hybrid income solutions that blend public and private markets for wealth and retirement clients — a distribution and product expansion that can drive fee growth and asset-raising. Apollo Teams Up With Schroders to Launch Hybrid Income Solutions
• Positive Sentiment: Reported progress on a large lending transaction — nearing a ~$3.4B loan to finance Nvidia chips sold to xAI — which highlights Apollo’s ability to deploy capital and generate lending/arrangement fees. Apollo Global Management nears $3.4 billion loan deal for Nvidia chips to xAI
• Positive Sentiment: Piper Sandler reaffirmed an “overweight” rating with a $165 price target, signaling continued analyst conviction about upside from current levels. Piper Sandler reaffirmation
• Positive Sentiment: Apollo named Diego De Giorgi as incoming Head of EMEA — a senior hire that supports regional growth and client relationships in Europe, a meaningful market for fund-raising and deal sourcing. Apollo Names Diego De Giorgi as Incoming Head of EMEA
• Neutral Sentiment: Management presented at major conferences (Bank of America and UBS). Transcripts are available — these sessions provide detail on strategy, capital deployment and outlook but produced no clear market-moving surprises. BofA conference transcript UBS conference transcript
• Neutral Sentiment: APO’s CFO publicly called market reactions to recent software-sector moves “extreme,” attempting to reassure investors—tone matters but it’s not a direct financial driver. CFO comments
• Negative Sentiment: Analysts at Barclays trimmed their price target from $168 to $158 (still “overweight”), a modest downward revision that can weigh on near‑term sentiment. Barclays price target change
• Negative Sentiment: JPMorgan slightly lowered its price target from $164 to $162 while keeping an overweight rating — another small analyst trim that may trigger some selling by short‑term traders. JPMorgan price target change

Analyst Ratings Changes

APO has been the subject of several recent research reports. Weiss Ratings reissued a “hold (c)” rating on shares of Apollo Global Management in a research note on Monday, December 29th. Keefe, Bruyette & Woods lifted their target price on shares of Apollo Global Management from $162.00 to $173.00 and gave the company an “outperform” rating in a research note on Wednesday, November 5th. JPMorgan Chase & Co. dropped their price target on shares of Apollo Global Management from $164.00 to $162.00 and set an “overweight” rating on the stock in a research note on Tuesday. 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. Finally, Wall Street Zen upgraded shares of Apollo Global Management from a “sell” rating to a “hold” rating in a report on Saturday, November 8th. One investment analyst has rated the stock with a Strong Buy rating, fourteen have assigned a Buy rating and two have given a Hold rating to the company. According to data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and an average price target of $164.79.

Apollo Global Management Stock Performance

NYSE:APO opened at $126.83 on Thursday. The firm has a market capitalization of $73.62 billion, a PE ratio of 22.98, a PEG ratio of 1.19 and a beta of 1.57. Apollo Global Management Inc. has a 1 year low of $102.58 and a 1 year high of $164.22. The company has a current ratio of 1.31, a quick ratio of 1.49 and a debt-to-equity ratio of 0.33. The firm’s fifty day simple moving average is $141.48 and its 200 day simple moving average is $136.16.

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 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 revenue was up .8% on a year-over-year basis. During the same quarter in the previous year, the business earned $2.39 EPS. On average, sell-side analysts anticipate that Apollo Global Management Inc. 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. Investors of record on Thursday, February 19th will be paid a dividend of $0.51 per share. The ex-dividend date is Thursday, February 19th. This represents a $2.04 annualized dividend and a yield of 1.6%. Apollo Global Management’s dividend payout ratio is presently 36.96%.

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.