Capricorn Fund Managers Ltd Boosts Stock Position in Apollo Global Management Inc. $APO

Capricorn Fund Managers Ltd raised its holdings in Apollo Global Management Inc. (NYSE:APO) by 123.1% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 29,693 shares of the financial services provider’s stock after buying an additional 16,386 shares during the period. Capricorn Fund Managers Ltd’s holdings in Apollo Global Management were worth $4,298,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also made changes to their positions in APO. Schnieders Capital Management LLC. acquired a new position in Apollo Global Management in the second quarter valued at approximately $7,954,000. Guggenheim Capital LLC raised its holdings in Apollo Global Management by 6.8% during the second quarter. Guggenheim Capital LLC now owns 45,525 shares of the financial services provider’s stock worth $6,459,000 after purchasing an additional 2,890 shares in the last quarter. Baird Financial Group Inc. raised its holdings in Apollo Global Management by 117.5% during the second quarter. Baird Financial Group Inc. now owns 16,118 shares of the financial services provider’s stock worth $2,287,000 after purchasing an additional 8,709 shares in the last quarter. Marshall Wace LLP lifted its position in shares of Apollo Global Management by 5,670.1% during the 2nd quarter. Marshall Wace LLP now owns 395,020 shares of the financial services provider’s stock worth $56,041,000 after buying an additional 388,174 shares during the last quarter. Finally, Amundi boosted its holdings in shares of Apollo Global Management by 68.9% in the 2nd quarter. Amundi now owns 1,311,102 shares of the financial services provider’s stock valued at $187,199,000 after buying an additional 534,904 shares in the last quarter. 77.06% of the stock is owned by institutional investors and hedge funds.

Wall Street Analysts Forecast Growth

A number of research analysts recently commented on the stock. TD Cowen reaffirmed a “buy” rating on shares of Apollo Global Management in a research report on Thursday, February 12th. Argus raised shares of Apollo Global Management to a “strong-buy” rating in a research report on Thursday, February 19th. BMO Capital Markets dropped their price objective on Apollo Global Management from $135.00 to $116.00 and set a “market perform” rating on the stock in a report on Tuesday, March 24th. UBS Group cut their target price on Apollo Global Management from $182.00 to $152.00 and set a “buy” rating on the stock in a research report on Friday, February 20th. Finally, Morgan Stanley boosted their target price on Apollo Global Management from $180.00 to $181.00 and gave the company an “overweight” rating in a report on Tuesday, February 10th. Two analysts have rated the stock with a Strong Buy rating, thirteen have issued a Buy rating and three have assigned a Hold rating to the company. According to MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and a consensus price target of $155.86.

Apollo Global Management Trading Down 0.1%

NYSE APO opened at $106.93 on Monday. The company has a debt-to-equity ratio of 0.33, a quick ratio of 1.31 and a current ratio of 1.31. The firm has a market cap of $61.83 billion, a PE ratio of 19.37, a P/E/G ratio of 0.86 and a beta of 1.56. Apollo Global Management Inc. has a one year low of $99.56 and a one year high of $157.28. The firm’s fifty day moving average is $117.00 and its two-hundred day moving average is $129.13.

Apollo Global Management (NYSE:APO) last announced its 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. The business had revenue of $9.86 billion during 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 business’s quarterly revenue was up .8% compared to the same quarter last year. During the same quarter in the prior year, the firm earned $2.39 earnings per share. Analysts expect that Apollo Global Management Inc. will post 8 earnings per share for the current year.

Apollo Global Management Announces Dividend

The business also recently declared a quarterly dividend, which was paid on Friday, February 27th. Investors of record on Thursday, February 19th were issued a dividend of $0.51 per share. The ex-dividend date of this dividend was Thursday, February 19th. This represents a $2.04 annualized dividend and a dividend yield of 1.9%. Apollo Global Management’s dividend payout ratio (DPR) is currently 36.96%.

Apollo Global Management News Roundup

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

• Positive Sentiment: A large near-term liquidity event — Intel agreed to repurchase Apollo’s 49% stake in the Irish Fab 34 JV for about $14.2 billion, which should generate substantial cash proceeds and potential realized gains for Apollo and could support buybacks/distributions or debt reduction. Intel chip-factory buyback brings Apollo a payday
• Neutral Sentiment: Corporate development activity — Apollo is reported to be exploring a second headquarters in Texas and is circling a potential ~$10B acquisition (Atlantic Aviation), signaling long-term growth/expansion plans but with execution and integration risk. Apollo shortlists Texas for second HQ
• Neutral Sentiment: Management commentary on private credit — Apollo executives (President Jim Zelter and others) are publicly defending private credit as a discipline, calling current stress “growing pains”; this helps calm markets but doesn’t yet resolve redemption/liquidity concerns. Apollo president defends private credit
• Negative Sentiment: Multiple securities‑class actions filed and numerous law firms (Rosen, Hagens Berman, Pomerantz, Faruqi, Schall, etc.) are soliciting lead‑plaintiff candidates with a May 1, 2026 deadline, citing revelations tied to investigative “Epstein Files” reporting — this elevates legal and reputational risk and could lead to material litigation costs or settlements. Hagens Berman class action alert
• Negative Sentiment: Company provided a Q1 alternative net investment income estimate that prompted downward reaction in shares — investors are sensitive to near‑term cash‑flow guidance for fee-related earnings and distributable income. Q1 alternative net investment income estimate

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.