APO
Apollo Global Management, Inc.147.15
+0.32+0.22%
Dec 16, 4:00:02 PM EST
Earnings Call Transcripts
This Quarter (Q1 '26)
No earnings call transcript available yet
Last Quarter (Q4 '25)
FY Q4 '25
Reaffirms guidance, calms software fears
Q&A reinforced the scripted strength on record inflows and 20%+ FRE, 10% SRE growth into 2026, but zeroed in on software volatility fallout. Minimal exposure across PE, credit, and Athene—under 2% AUM—positions Apollo on offense amid BDC turbulence, with ADS netting inflows and gaining share via selectivity. ARI transaction de-risks SRE without boosting the 10% target, displacing other lending. Management eyes 100bps annual FRE margin gains. Low exposure pays off now. Confident global origination and total-portfolio push; investors track execution amid dispersion.
Key Stats
Market Cap
85.41BP/E (TTM)
21.45Basic EPS (TTM)
6.86Dividend Yield
0.01%Recent Filings
8-K
10-K
FY2025 results
No financial statements, results, or quarterly metrics disclosed in the 10-K filing. The provided content covers only cover page details for Apollo Global Management's fiscal year ended December 31, 2025, and an exhibit on RSU/PSU deferral elections. Lacks topline revenue, profitability, EPS, segments, liquidity, or outlook data needed for analysis. Risk Factors section referenced but not detailed here.
8-K
Athene investor call today
8-K
Record inflows, AUM surges
Apollo reported Q4 and full-year 2025 results on February 9, 2026, with record origination exceeding $300B and inflows over $225B fueling fee and spread related earnings of $1.6B and $5.9B. AUM hit $938B, up 25% YoY, while FRE rose 23% to $2.5B. Dividends climb 10% to $2.25/share starting Q1 2026. Capital returns hit $1.5B.
8-K
Q4 alt NII at $325M
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