Apollo Global Management Inc. $APO Position Cut by Capital World Investors

Key Points

• Capital World Investors trimmed its Q3 stake in Apollo by 3.6%, selling 1,054,763 shares and ending the period with 28,219,600 shares (4.93% ownership) valued at about $3.76 billion.
• Apollo faces elevated legal and reputational risk after a securities class action was filed alleging undisclosed ties to Jeffrey Epstein, and multiple law firms are soliciting lead plaintiffs which increases the likelihood of consolidated litigation and associated costs.
• Wall Street sentiment is a Moderate Buy with an average price target of $159.47; analyst ratings are mixed but generally positive (2 Strong Buy, 14 Buy, 3 Hold) and UBS recently cut its target from $182 to $152.

Capital World Investors lowered its position in shares of Apollo Global Management Inc. (NYSE:APO - Free Report) by 3.6% in the 3rd quarter, according to its most recent disclosure with the SEC. The fund owned 28,219,600 shares of the financial services provider's stock after selling 1,054,763 shares during the period. Capital World Investors owned 4.93% of Apollo Global Management worth $3,760,843,000 as of its most recent filing with the SEC.

Several other hedge funds have also recently bought and sold shares of APO. Delos Wealth Advisors LLC acquired a new stake in shares of Apollo Global Management in the second quarter valued at approximately $25,000. Atlantic Union Bankshares Corp boosted its position in shares of 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 worth $27,000 after buying an additional 99 shares during the period. Sound Income Strategies LLC bought a new position in Apollo Global Management in the 3rd quarter worth approximately $28,000. SJS Investment Consulting Inc. grew its holdings in Apollo Global Management by 1,123.5% in the 3rd quarter. SJS Investment Consulting Inc. now owns 208 shares of the financial services provider's stock worth $28,000 after buying an additional 191 shares in the last quarter. Finally, Nemes Rush Group LLC acquired a new stake in Apollo Global Management in the 2nd quarter valued at approximately $30,000. 77.06% of the stock is currently owned by institutional investors.

Wall Street Analyst Weigh In

APO has been the subject of a number of analyst reports. UBS Group reduced their price target on Apollo Global Management from $182.00 to $152.00 and set a "buy" rating for the company in a research report on Friday, February 20th. Weiss Ratings reiterated a "hold (c)" rating on shares of Apollo Global Management in a research report on Monday, December 29th. TD Cowen reaffirmed a "buy" rating on shares of Apollo Global Management in a research note on Thursday, February 12th. Royal Bank Of Canada initiated coverage on shares of Apollo Global Management in a research note on Monday, February 23rd. They set a "sector perform" rating and a $142.00 price objective on the stock. Finally, Argus raised Apollo Global Management to a "strong-buy" rating in a report on Thursday, February 19th. Two equities research analysts have rated the stock with a Strong Buy rating, fourteen have assigned a Buy rating and three have issued a Hold rating to the company. According to data from MarketBeat.com, the stock presently has a consensus rating of "Moderate Buy" and an average price target of $159.47.

More Apollo Global Management News

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

• Positive Sentiment: Apollo will launch its first UK long‑term asset fund (CG Apollo Global Diversified Credit LTAF) targeted at Defined Contribution pension schemes — expands product distribution in a large institutional market and may attract sticky, long‑duration capital. Article Title
• Positive Sentiment: Apollo is set to complete its acquisition of a stake in Atlético Madrid this week — diversification into sports/media assets can provide alternative revenue streams and brand exposure. Article Title
• Neutral Sentiment: Siris agreed to acquire a majority stake in Takkion from Apollo funds — a partial exit/monetization that crystallizes value from a portfolio company but reduces future upside exposure. Article Title
• Neutral Sentiment: Industry hires: Irenic has hired Apollo’s Wang in a private‑equity push for its hedge fund — signals talent moves but limited direct impact on firmwide performance. Article Title
• Neutral Sentiment: Macro/sector commentary flags selective opportunities in financials amid broader market volatility — supportive for longer‑term allocation to well‑priced alternative managers. Article Title
• Negative Sentiment: Hagens Berman filed a securities class action citing undisclosed business ties reported by major outlets (FT/CNN) related to Jeffrey Epstein — increases legal, reputational and disclosure risk; could pressure valuation until resolved. Article Title
• Negative Sentiment: Multiple law firms (Schall, Rosen, Glancy Prongay, DJS and others) are soliciting lead plaintiffs and reminding investors of May 1 deadlines — a wave of litigation notices elevates the probability of consolidated suits, discovery, legal costs and potential settlements. Article Title Article Title

Apollo Global Management Stock Performance

APO opened at $108.16 on Tuesday. The company has a quick ratio of 1.31, a current ratio of 1.31 and a debt-to-equity ratio of 0.33. Apollo Global Management Inc. has a fifty-two week low of $99.56 and a fifty-two week high of $157.28. The firm has a market cap of $62.54 billion, a PE ratio of 19.59, a P/E/G ratio of 0.88 and a beta of 1.61. The business has a fifty day simple moving average of $130.55 and a 200-day simple moving average of $132.76.

Apollo Global Management (NYSE:APO - Get Free Report) last released its earnings results on Monday, February 9th. The financial services provider reported $2.47 earnings per share (EPS) for the quarter, beating analysts' consensus estimates of $2.04 by $0.43. Apollo Global Management had a return on equity of 15.25% and a net margin of 10.90%.Apollo Global Management's quarterly revenue was up .8% compared to the same quarter last year. During the same period last year, the company earned $2.39 earnings per share. As a group, equities analysts predict that Apollo Global Management Inc. will post 8 EPS for the current fiscal year.

Apollo Global Management Announces Dividend

The company also recently announced a quarterly dividend, which was paid on Friday, February 27th. Shareholders of record on Thursday, February 19th were given a $0.51 dividend. This represents a $2.04 annualized dividend and a yield of 1.9%. The ex-dividend date of this dividend was Thursday, February 19th. Apollo Global Management's dividend payout ratio is presently 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.

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