Beacon Investment Advisory Services Inc. Cuts Stock Position in Apollo Global Management Inc. $APO

Beacon Investment Advisory Services Inc. trimmed its position in shares of Apollo Global Management Inc. (NYSE:APO) by 9.3% in the 4th quarter, according to the company in its most recent disclosure with the SEC. The fund owned 58,424 shares of the financial services provider’s stock after selling 5,958 shares during the quarter. Beacon Investment Advisory Services Inc.’s holdings in Apollo Global Management were worth $8,457,000 at the end of the most recent reporting period.

Other institutional investors have also modified their holdings of the company. Delos Wealth Advisors LLC purchased a new position in shares of Apollo Global Management in the 2nd quarter worth approximately $25,000. Atlantic Union Bankshares Corp lifted its position in Apollo Global Management by 99.0% during the third quarter. Atlantic Union Bankshares Corp now owns 199 shares of the financial services provider’s stock valued at $27,000 after acquiring an additional 99 shares during the last quarter. Sound Income Strategies LLC acquired a new stake in Apollo Global Management in the third quarter valued at approximately $28,000. SJS Investment Consulting Inc. boosted 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 valued at $28,000 after acquiring an additional 191 shares in the last quarter. Finally, Cary Street Partners Investment Advisory LLC grew its holdings in Apollo Global Management by 44.0% in the second quarter. Cary Street Partners Investment Advisory LLC now owns 252 shares of the financial services provider’s stock worth $36,000 after purchasing an additional 77 shares during the last quarter. 77.06% of the stock is currently owned by institutional investors.

Apollo Global Management News Summary

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

• Positive Sentiment: Apollo’s top economist argues markets are overreacting and that the conflict with Iran is unlikely to derail the U.S. economy, which could help sentiment for risk assets and credit strategies Apollo manages. Apollo’s top economist says markets are overreacting and the Iran war won’t derail the US economy
• Positive Sentiment: Apollo and peers (including Blackstone) publicly push back that private‑credit concerns are overstated, arguing fundamentals in direct lending aren’t matching market panic — a supportive narrative for Apollo’s fee and AUM outlook. Apollo, Blackstone say private credit fears not matching reality
• Positive Sentiment: Torsten Slok of Apollo says a Fed rate hike remains “extremely unlikely,” which supports fixed‑income and credit spreads that benefit Apollo’s credit businesses. Apollo’s Torsten Slok: A Fed rate hike is still ‘extremely unlikely’
• Neutral Sentiment: Street consensus remains modestly positive: analysts’ average rating is around “Moderate Buy,” suggesting expectations for earnings and fee growth remain intact despite headline risk. Apollo Global Management Inc. Given Average Rating of “Moderate Buy” by Analysts
• Negative Sentiment: Multiple law firms (Hagens Berman, Rosen, Pomerantz, Glancy, Bronstein, Faruqi, Portnoy, et al.) have filed or circulated notices for a securities class action tied to recent “Epstein Files” revelations and allege undisclosed ties and investor harm — the litigation wave is the primary downward catalyst and creates legal, reputational, and potential financial risks. APO SHAREHOLDER NOTICE: Hagens Berman Alerts Apollo Global Management (APO) Investors to Securities Class Action Stemming From “Epstein Files” Revelations
• Negative Sentiment: Many plaintiff firms are actively soliciting lead‑plaintiff applicants with a May 1 deadline; this amplifies headline flow and could pressure the stock until legal exposure is clarified. Representative notice from Rosen Law Firm. APO Investors Have Opportunity to Lead Apollo Global Management, Inc. Securities Fraud Lawsuit Filed by The Rosen Law Firm
• Negative Sentiment: BMO Capital Markets has reduced its expectations for APO’s stock price, reflecting analyst downgrades/realigned forecasts that could weigh on near‑term sentiment. BMO Capital Markets Has Lowered Expectations for Apollo Global Management (NYSE:APO) Stock Price
• Negative Sentiment: Separately, coverage highlights ongoing private‑credit liquidity confusion in the market; while Apollo disputes systemic risk, the sector narrative is increasing volatility for firms with significant private‑credit exposure. Apollo, Blue Owl lament private credit’s liquidity confusion

Analyst Ratings Changes

APO has been the topic of a number of recent analyst reports. UBS Group reduced their price target on Apollo Global Management from $182.00 to $152.00 and set a “buy” rating on the stock in a research report on Friday, February 20th. Piper Sandler restated an “overweight” rating and set a $165.00 target price on shares of Apollo Global Management in a research note on Tuesday, February 10th. The Goldman Sachs Group reaffirmed a “buy” rating and set a $165.00 target price on shares of Apollo Global Management in a research report on Monday, February 9th. Morgan Stanley increased their price target on Apollo Global Management from $180.00 to $181.00 and gave the company an “overweight” rating in a research note on Tuesday, February 10th. Finally, JPMorgan Chase & Co. lowered their price target on Apollo Global Management from $164.00 to $162.00 and set an “overweight” rating for the company in a report on Tuesday, February 10th. Two investment analysts have rated the stock with a Strong Buy rating, fourteen have issued a Buy rating and three have issued a Hold rating to the company. According to data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and a consensus target price of $158.13.

Apollo Global Management Price Performance

Shares of NYSE:APO opened at $108.54 on Monday. Apollo Global Management Inc. has a twelve month low of $99.56 and a twelve month high of $157.28. The company has a current ratio of 1.31, a quick ratio of 1.31 and a debt-to-equity ratio of 0.33. The company has a market cap of $62.77 billion, a PE ratio of 19.66, a price-to-earnings-growth ratio of 0.87 and a beta of 1.61. The company’s 50 day moving average is $120.06 and its 200 day moving average is $130.16.

Apollo Global Management (NYSE:APO) last announced its quarterly earnings data on Monday, February 9th. The financial services provider reported $2.47 EPS for the quarter, beating the consensus estimate of $2.04 by $0.43. The business had revenue of $9.86 billion during the quarter, compared to analysts’ expectations of $1.19 billion. Apollo Global Management had a net margin of 10.90% and a return on equity of 15.25%. The business’s quarterly revenue was up .8% compared to the same quarter last year. During the same period in the previous year, the business posted $2.39 EPS. On average, sell-side analysts forecast that Apollo Global Management Inc. will post 8 EPS for the current year.

Apollo Global Management Dividend Announcement

The firm also recently announced a quarterly dividend, which was paid on Friday, February 27th. Investors of record on Thursday, February 19th were given a dividend of $0.51 per share. The ex-dividend date was Thursday, February 19th. This represents a $2.04 dividend on an annualized basis and a yield of 1.9%. Apollo Global Management’s payout ratio is currently 36.96%.

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.