Apollo Global Management Inc. $APO Shares Sold by Robeco Institutional Asset Management B.V.

Robeco Institutional Asset Management B.V. cut its holdings in shares of Apollo Global Management Inc. (NYSE:APO) by 42.3% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 11,926 shares of the financial services provider’s stock after selling 8,757 shares during the period. Robeco Institutional Asset Management B.V.’s holdings in Apollo Global Management were worth $1,726,000 as of its most recent SEC filing.

A number of other hedge funds have also bought and sold shares of APO. Atlantic Union Bankshares Corp grew its stake in Apollo Global Management by 99.0% in the third quarter. Atlantic Union Bankshares Corp now owns 199 shares of the financial services provider’s stock worth $27,000 after purchasing an additional 99 shares in the last quarter. Sound Income Strategies LLC acquired a new position in Apollo Global Management in the third quarter worth about $28,000. SJS Investment Consulting Inc. grew its stake in Apollo Global Management by 1,123.5% in the third quarter. SJS Investment Consulting Inc. now owns 208 shares of the financial services provider’s stock worth $28,000 after purchasing an additional 191 shares in the last quarter. City Holding Co. grew its stake in Apollo Global Management by 391.9% in the fourth quarter. City Holding Co. now owns 305 shares of the financial services provider’s stock worth $44,000 after purchasing an additional 243 shares in the last quarter. Finally, CX Institutional acquired a new position in Apollo Global Management in the third quarter worth about $48,000. 77.06% of the stock is currently owned by institutional investors and hedge funds.

Key Apollo Global Management News

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

• Positive Sentiment: Early-stage talks with Ares and Sixth Street about a potential multi‑billion “NBA Europe” play could signal a large new growth opportunity for Apollo’s alternative‑asset platforms. Apollo, Ares, Sixth Street Circle Early Talks
• Positive Sentiment: Apollo continues office consolidation/expansion in Midtown Manhattan with additional space at 590 Madison Avenue and a 50K‑sq‑ft lease, a modest positive for its platform real‑estate and cost‑efficiency plans. Apollo grabs more 590 Madison space
• Neutral Sentiment: Industry analysis pieces (TPG/alternatives coverage) highlight stress and opportunity across alternatives firms; useful context but not an immediate catalyst for APO alone. TPG Built a Record Year, Then Lost 40%
• Negative Sentiment: A wave of securities‑class action filings and investor‑alert notices has been issued alleging investor harm tied to revelations (the “Epstein Files”). Multiple law firms (Hagens Berman, Rosen, Bronstein Gewirtz, Pomerantz, Faruqi, Schall, Glancy Prongay, The Gross Law Firm, ClaimsFiler, etc.) are soliciting lead‑plaintiff motions for purchasers between May 10, 2021 and Feb 21, 2026; filings and publicity raise potential litigation, regulatory and reputational risk. Hagens Berman Class Action Notice
• Negative Sentiment: Some notices specifically name Leon Black and reference alleged concealed payments/links; Rosen and SueWallSt coverage highlights Leon Black’s inclusion in at least one complaint — amplifying the reputational angle investors monitor. (Lead‑plaintiff deadline noted by many firms: May 1, 2026.) Rosen Law Firm Notice
• Negative Sentiment: Media coverage of Apollo limiting redemptions in a private‑credit fund and CEO Marc Rowan’s blunt comments about lenders unable to meet redemptions keeps focus on private‑credit stress and could pressure sentiment for Apollo’s fee‑and‑asset based business lines. CNBC: Rowan on private credit fund redemptions

Analyst Ratings Changes

A number of equities analysts recently commented on the company. Weiss Ratings reiterated a “hold (c)” rating on shares of Apollo Global Management in a research note on Monday, December 29th. BMO Capital Markets decreased their price target on Apollo Global Management from $135.00 to $116.00 and set a “market perform” rating for the company in a research note on Tuesday, March 24th. Argus upgraded Apollo Global Management to a “strong-buy” rating in a research note on Thursday, February 19th. 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. Finally, Piper Sandler decreased their target price on Apollo Global Management from $165.00 to $146.00 and set an “overweight” rating for the company in a research note on Tuesday, April 7th. One research analyst has rated the stock with a Strong Buy rating, thirteen have assigned a Buy rating and three have assigned a Hold rating to the company’s stock. According to MarketBeat, the stock has a consensus rating of “Moderate Buy” and an average target price of $150.75.

Apollo Global Management Stock Performance

Shares of APO stock opened at $124.68 on Friday. The company has a quick ratio of 1.31, a current ratio of 1.31 and a debt-to-equity ratio of 0.33. The business has a 50 day moving average of $113.06 and a two-hundred day moving average of $127.29. Apollo Global Management Inc. has a 52 week low of $99.56 and a 52 week high of $157.28. The company has a market cap of $72.10 billion, a P/E ratio of 22.59, a PEG ratio of 1.07 and a beta of 1.56.

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

Apollo Global Management Dividend Announcement

The firm also recently declared a quarterly dividend, which was paid on Friday, February 27th. Stockholders of record on Thursday, February 19th were issued a dividend of $0.51 per share. This represents a $2.04 dividend on an annualized basis and a dividend yield of 1.6%. The ex-dividend date of this dividend was Thursday, February 19th. Apollo Global Management’s payout ratio is 36.96%.

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.