Apollo Global Management Inc - Ordinary Shares - Class A (New)

Apollo Global Management Inc - Ordinary Shares - Class A (New)

APO

Get informed when a big investor buys or sells

+ Follow
Market Cap$74.2B
Close$

Compare to Similar Companies

P/E RatioDividendsReturn on EquityPrice-to-SalesDebt-to-Equity
Apollo Global Management Inc - Ordinary Shares - Class A (New)Apollo Global Management Inc - Ordinary Shares - Class A (New)35.61.63%5%2.3-

Earnings Call Q1 2026

May 6, 2026 - AI Summary

Q1 delivered record profitability + higher dividend (good, concrete results) - Record Fee-Related Earnings (FRE): $728mm (+30% YoY, +6% QoQ) → $1.17/share - Spread-Related Earnings (SRE): $719mm → $1.15/share - Total/Adjusted net income: $1.2bn → $1.94/share - Declared common dividend at a new higher annualized rate of $2.25/share, +10% YoY
Management reiterated strong full-year outlook (forecast) - Reaffirming 2026 outlook: ~20% FRE growth and ~10% SRE growth - Reasons cited: strong pipeline + origination momentum and capital formation activity (macro viewed as supportive overall despite noise)
Origination + capital formation momentum remains strong, with emphasis on “quality” (surprising/important framing) - Origination: $71bn in Q1 (high quality, described as ~350 bps over treasuries with avg rating BBB) - Management expects Q2 origination to be even stronger, potentially near Apollo’s prior record ($97bn) depending on execution - Capital formation: $115bn in Q1 (mix included $65bn from Athora/PIC closing; $50bn organic: $30bn Asset Management, $20bn Athene) - Claimed origination diagnostic: ACS fees $246mm (4th straight quarter >$200mm), implying strong and repeatable dealflow (not “core CLO” volume)

Exclusive for Stockcircle Pro members

Sign upSign Up
$153.50

Target Price by Analysts

23.4% upsideApollo Global Management Target Price DetailsTarget Price
$113.36

Current Fair Value

8.8% downside

Overvalued by 8.8% based on the discounted cash flow analysis.

Share Statistics

Market cap$74.20 Billion
Enterprise Value$74.20 Billion
Dividend Yield$2.09 (1.63%)
Earnings per Share$7.31
Beta1.52
Outstanding Shares595,000,000

Return

Return on Equity5.47%ROE
Return on AssetsNaN%
Return on Invested CapitalNaN%

Valuation & Multiples

P/E Ratio35.62P/E Ratio
PEG-15.12PEG
Price to Sales2.35Price to Sales
Price to Book Ratio-0.17Price to Book Ratio
Enterprise Value to Revenue2.33
Enterprise Value to EBIT5.13
Enterprise Value to Net Income67
Total Debt to Enterprise0
Debt to Equity0Debt to Equity

Revenue Sources

No data

Insider Trades

Last Earnings Call

Report Date
May 6, 2026
EPS Estimate
$1.89
Average shareholder expectation
Revenue Estimate
$5.19 B
Average shareholder expectation

Next Earnings Call

Expected Date
August 4, 2026
EPS Estimate
$2.20
Average shareholder expectation
Revenue Estimate
$5.58 B
Average shareholder expectation

Institutional Put/Call Ratio

Market sentiment based on institutional option activity.

Put/Call Ratio1.2203 25.27%
Total Calls17,286,465 16.45%
Total Puts21,094,198 5.37%

Institutional Ownership

Holdings and activity of institutional investors.

Ownership %63.81% 1.68%
Total Invested$43.23B 22.56%
Investors Holding1,205 69.00%

ESG Score

No data

About Apollo Global Management Inc

2,949 employees
CEO: Leon Black

apollo global management, llc and its subsidiaries ("apollo") is a leading global alternative investment manager. we are contrarian, value-oriented investors in private equity, credit and real estate, with significant distressed expertis...

Relevant Senate Committees

Joint Committee on Taxation

This committee provides the official revenue estimates for all tax bills, acting as a gatekeeper for fiscal policy. Its technical expertise directly influences corporate tax structures, capital investment credits, and the overall tax burden, which are foundational to corporate profitability and investment decisions relevant to Apollo.

Finance

As the most powerful economic committee, its control over taxation, trade, and entitlement spending directly drives corporate valuations through tax policy, impacts global investment strategies through trade, and influences key sectors like healthcare and retail, all crucial for Apollo's investment landscape.

Appropriations

This committee's subcommittees allocate discretionary federal spending, directly determining cash flow for defense programs, scientific research, and infrastructure projects. These funding decisions directly affect the order books and revenues of contractors, which are potential investment targets for Apollo across multiple sectors.

Agriculture, Nutrition, and Forestry

This committee oversees the CFTC, which regulates the massive derivatives/futures market, and is a key player in defining cryptocurrencies as commodities. These financial instruments and emerging asset classes are directly relevant to a sophisticated alternative investment manager like Apollo.

Health, Education, Labor, and Pensions

This committee regulates the FDA, NIH, and labor laws, directly impacting the pharmaceutical and biotech sectors (through drug approval oversight) and influencing labor costs across all industries, which affects all of Apollo's portfolio companies.

Judiciary

This committee's oversight of antitrust laws and M&A review is central to private equity strategies. Its decisions on mega-mergers and monopolistic practices directly impact deal success, valuations, and the competitive landscape for Apollo's portfolio companies.

Armed Services

This committee oversees the Department of Defense and authorizes the annual NDAA, directly determining revenue streams and R&D funding for defense contractors. The defense sector is a significant area for private equity investment, making this committee highly relevant to Apollo.

Banking, Housing, and Urban Affairs

This committee directly regulates the entire financial system, including the Fed and SEC, and is crucial for bank capital requirements, cryptocurrency regulation, and real estate markets. As an alternative investment manager in finance, this committee directly impacts Apollo's operating environment and core investment areas (credit, real estate).

Budget

This committee drafts the budget resolution, setting spending ceilings and influencing the macroeconomic environment, sovereign debt levels, and the passage of major spending packages, all of which are critical factors for Apollo's investment strategies across asset classes.

Commerce, Science, and Transportation

This committee has vast jurisdiction over sectors like 'Big Tech,' aerospace, and telecommunications. Its regulations on privacy, net neutrality, and safety directly impact industries that are prime targets for Apollo's private equity and credit investments.

Energy and Natural Resources

Apollo invests across various sectors; energy and natural resources are common areas for private equity and credit investments. This committee's regulations on leasing, mining, oil, gas, and renewables directly impact the valuation and operational environment for potential and existing portfolio companies.

Foreign Relations

As a global alternative investment manager, Apollo's investments in credit, private equity, and real estate are directly affected by U.S. foreign policy, sanctions, sovereign credit risk, and global market stability, all of which are guided by this committee.