Manning & Napier Advisors LLC Raises Position in Apollo Global Management Inc. $APO

Manning & Napier Advisors LLC boosted its holdings in Apollo Global Management Inc. (NYSE:APO) by 1,191.1% during the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 64,554 shares of the financial services provider’s stock after acquiring an additional 59,554 shares during the quarter. Manning & Napier Advisors LLC’s holdings in Apollo Global Management were worth $7,193,000 at the end of the most recent quarter.

Several other hedge funds have also recently modified their holdings of APO. Boston Partners grew its position in Apollo Global Management by 106.7% in the 4th quarter. Boston Partners now owns 3,278,862 shares of the financial services provider’s stock worth $474,384,000 after purchasing an additional 1,692,532 shares during the period. Focus Partners Wealth boosted its holdings in shares of Apollo Global Management by 2,560.3% in the fourth quarter. Focus Partners Wealth now owns 1,404,576 shares of the financial services provider’s stock worth $203,324,000 after buying an additional 1,351,778 shares during the last quarter. Corient Private Wealth LLC increased its holdings in Apollo Global Management by 271.8% during the fourth quarter. Corient Private Wealth LLC now owns 1,024,143 shares of the financial services provider’s stock valued at $148,255,000 after buying an additional 748,697 shares during the last quarter. Temasek Holdings Private Ltd boosted its stake in shares of Apollo Global Management by 879.2% during the 4th quarter. Temasek Holdings Private Ltd now owns 753,349 shares of the financial services provider’s stock worth $109,055,000 after acquiring an additional 676,411 shares during the last quarter. Finally, Wellington Management Group LLP grew its position in shares of Apollo Global Management by 5,321.9% during the 4th quarter. Wellington Management Group LLP now owns 551,570 shares of the financial services provider’s stock valued at $79,845,000 after acquiring an additional 541,397 shares during the period. Hedge funds and other institutional investors own 77.06% of the company’s stock.

Insider Buying and Selling at Apollo Global Management

In other news, insider John P. Zito sold 48,644 shares of the business’s stock in a transaction that occurred on Wednesday, May 27th. The stock was sold at an average price of $130.66, for a total value of $6,355,825.04. Following the completion of the sale, the insider directly owned 3,063,696 shares in the company, valued at $400,302,519.36. The trade was a 1.56% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this link. 8.30% of the stock is currently owned by company insiders.

Wall Street Analysts Forecast Growth

APO has been the topic of a number of recent analyst reports. TD Cowen decreased their target price on shares of Apollo Global Management from $155.00 to $146.00 and set a “buy” rating on the stock in a research note on Monday, May 18th. Morgan Stanley lowered their target price on shares of Apollo Global Management from $181.00 to $165.00 and set an “overweight” rating on the stock in a research note on Tuesday, April 21st. Evercore restated an “outperform” rating on shares of Apollo Global Management in a research report on Tuesday, April 21st. Piper Sandler lifted their target price on Apollo Global Management from $146.00 to $157.00 and gave the company an “overweight” rating in a research note on Tuesday, May 26th. Finally, UBS Group upped their price target on Apollo Global Management from $138.00 to $158.00 and gave the stock a “buy” rating in a research note on Friday, May 8th. One equities research analyst has rated the stock with a Strong Buy rating, twelve have given a Buy rating and three have given a Hold rating to the company. According to MarketBeat, Apollo Global Management currently has an average rating of “Moderate Buy” and a consensus target price of $149.50.

Apollo Global Management News Roundup

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

• Positive Sentiment: Apollo is reportedly in the spotlight for multiple large transactions, including a surprise bid for easyJet and a new $3.4 billion stake purchase from Bayer, highlighting strong deal-making momentum and potential fee-generating growth. Article Title
• Positive Sentiment: Analysts see Apollo as undervalued, and Barclays raised its price target to $132 while keeping an overweight rating, suggesting more upside if execution remains solid. Article Title
• Positive Sentiment: Reports that Apollo may break its five-year dealmaking record in 2026 reinforce the view that the firm’s origination and deployment pipeline remains strong. Article Title
• Neutral Sentiment: Several articles focused on Apollo’s warnings about a slower AI payoff and broader recession risk, which matter for markets but are not direct company-specific catalysts. Article Title
• Neutral Sentiment: Reuters reported that U.S. direct-lending activity fell in the second quarter even as private credit fundraising improved, a mixed signal for Apollo’s broader private credit business. Article Title

Apollo Global Management Stock Up 0.5%

NYSE APO traded up $0.62 on Friday, reaching $120.46. 3,076,853 shares of the stock traded hands, compared to its average volume of 4,592,292. Apollo Global Management Inc. has a 12 month low of $99.56 and a 12 month high of $157.28. The company has a market cap of $69.45 billion, a price-to-earnings ratio of 76.73, a PEG ratio of 1.04 and a beta of 1.50. The company has a fifty day moving average price of $128.43 and a 200-day moving average price of $126.02. The company has a debt-to-equity ratio of 0.45, a quick ratio of 1.73 and a current ratio of 1.73.

Apollo Global Management (NYSE:APO) last released its quarterly earnings results on Wednesday, May 6th. The financial services provider reported $1.94 earnings per share for the quarter, beating analysts’ consensus estimates of $1.89 by $0.05. Apollo Global Management had a net margin of 3.62% and a return on equity of 14.43%. The business had revenue of $5.06 billion for the quarter, compared to analysts’ expectations of $5.19 billion. During the same period last year, the business earned $1.82 EPS. The company’s revenue was down 8.8% compared to the same quarter last year. As a group, research analysts forecast that Apollo Global Management Inc. will post 8.25 EPS for the current fiscal year.

Apollo Global Management Increases Dividend

The business also recently disclosed a quarterly dividend, which was paid on Friday, May 29th. Shareholders of record on Tuesday, May 19th were given a $0.5625 dividend. The ex-dividend date was Tuesday, May 19th. This represents a $2.25 annualized dividend and a yield of 1.9%. This is a boost from Apollo Global Management’s previous quarterly dividend of $0.51. Apollo Global Management’s payout ratio is currently 143.31%.

Apollo Global Management 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.