Janus Henderson Group PLC Acquires 115,141 Shares of Apollo Global Management Inc. $APO

Janus Henderson Group PLC boosted its holdings in shares of Apollo Global Management Inc. (NYSE:APO) by 10.2% in the first quarter, HoldingsChannel reports. The fund owned 1,244,061 shares of the financial services provider’s stock after acquiring an additional 115,141 shares during the period. Janus Henderson Group PLC’s holdings in Apollo Global Management were worth $138,611,000 as of its most recent SEC filing.

Several other hedge funds have also bought and sold shares of the business. Kohmann Bosshard Financial Services LLC purchased a new stake in Apollo Global Management in the fourth quarter worth about $29,000. Osbon Capital Management LLC purchased a new position in shares of Apollo Global Management during the fourth quarter valued at approximately $36,000. Steigerwald Gordon & Koch Inc. lifted its holdings in shares of Apollo Global Management by 484.1% during the first quarter. Steigerwald Gordon & Koch Inc. now owns 257 shares of the financial services provider’s stock valued at $29,000 after purchasing an additional 213 shares during the last quarter. MBM Wealth Consultants LLC bought a new stake in shares of Apollo Global Management in the 1st quarter worth approximately $29,000. Finally, Physician Wealth Advisors Inc. boosted its position in shares of Apollo Global Management by 57.8% in the 4th quarter. Physician Wealth Advisors Inc. now owns 262 shares of the financial services provider’s stock worth $38,000 after purchasing an additional 96 shares in the last quarter. Institutional investors own 77.06% of the company’s stock.

Apollo Global Management News Roundup

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

• Positive Sentiment: Investors are looking ahead to Apollo’s August 4, 2026, second-quarter earnings release. Preliminary figures disclosed in July indicated an estimated 10% annualized return for Athene’s main pooled alternative investment vehicle and 6% for other alternative investments, providing an encouraging backdrop for results. Apollo’s assets under management also exceeded $1 trillion in the first quarter. Apollo Global Management gains as investors look ahead to Q2 results
• Positive Sentiment: Wall Street’s median price target is reported at $146, above recent trading levels, and analysts maintain an overall “Moderate Buy” view. Upcoming projections focus on key Q2 metrics that could reinforce confidence in Apollo’s fee-related earnings and fundraising momentum. Apollo Global Management receives average Moderate Buy rating Insights into Apollo Global Management Q2 projections
• Neutral Sentiment: Apollo announced that its 6.75% Series A mandatory convertible preferred stock will automatically convert into common shares on July 31 at a rate of 0.5074 common shares per preferred share. The conversion expands common equity but may dilute existing shareholders; holders of record will receive a final $0.8438 preferred dividend. Apollo announces conversion rate for mandatory convertible preferred stock
• Neutral Sentiment: Apollo economist Torsten Slok warned that reduced Federal Reserve communication is contributing to volatile bond markets. Separately, reports that 30-year Treasury yields are near multi-decade highs suggest interest rates could remain elevated, potentially affecting asset valuations, credit conditions and deal activity. Apollo’s Slok discusses bond-market volatility US 30-year Treasury yield nears 20-year high
• Negative Sentiment: A Mississippi pension fund filed a lawsuit alleging Apollo downplayed ties involving Jeffrey Epstein. The allegations could create reputational, legal and governance risks, although the reports do not indicate a direct change to Apollo’s operating outlook. Mississippi pension fund sues Apollo over alleged downplayed Epstein ties
• Negative Sentiment: Recent disclosed insider activity shows three open-market sales by Apollo co-president John Zito totaling approximately 48,644 shares, with no reported purchases in the past six months. This is a secondary sentiment headwind for investors.

Apollo Global Management Price Performance

NYSE APO opened at $126.03 on Friday. The stock has a market capitalization of $72.66 billion, a price-to-earnings ratio of 80.27, a PEG ratio of 1.05 and a beta of 1.50. Apollo Global Management Inc. has a 1-year low of $99.56 and a 1-year high of $153.29. The company has a debt-to-equity ratio of 0.45, a current ratio of 1.73 and a quick ratio of 1.73. The business’s fifty day moving average price is $125.34 and its 200-day moving average price is $123.28.

Apollo Global Management (NYSE:APO) last issued its quarterly earnings data on Wednesday, May 6th. The financial services provider reported $1.94 EPS for the quarter, topping the consensus estimate of $1.89 by $0.05. The company had revenue of $5.06 billion during the quarter, compared to analyst estimates of $5.19 billion. Apollo Global Management had a return on equity of 14.43% and a net margin of 3.62%.Apollo Global Management’s revenue was down 8.8% compared to the same quarter last year. During the same quarter in the previous year, the company posted $1.82 earnings per share. On average, equities analysts predict that Apollo Global Management Inc. will post 8.18 earnings per share for the current year.

Apollo Global Management Increases Dividend

The company also recently announced 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 of this dividend was Tuesday, May 19th. This is a positive change from Apollo Global Management’s previous quarterly dividend of $0.51. This represents a $2.25 annualized dividend and a yield of 1.8%. Apollo Global Management’s payout ratio is 143.31%.

Wall Street Analyst Weigh In

APO has been the subject of a number of analyst reports. Wall Street Zen lowered Apollo Global Management from a “sell” rating to a “strong sell” rating in a research report on Saturday, July 25th. Royal Bank Of Canada dropped their target price on Apollo Global Management from $146.00 to $137.00 and set a “sector perform” rating on the stock in a report on Monday, July 13th. Barclays increased their target price on Apollo Global Management from $131.00 to $132.00 and gave the stock an “overweight” rating in a research note on Thursday, July 9th. Morgan Stanley reduced their price target on Apollo Global Management from $165.00 to $164.00 and set an “overweight” rating for the company in a report on Tuesday, July 21st. Finally, BMO Capital Markets dropped their price target on shares of Apollo Global Management from $140.00 to $126.00 and set a “market perform” rating on the stock in a research note on Monday, July 13th. One investment analyst has rated the stock with a Strong Buy rating, twelve have given a Buy rating and four have assigned a Hold rating to the company’s stock. According to MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and a consensus target price of $149.08.

Insider Activity

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

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.