Obermeyer Wealth Partners Acquires 23,979 Shares of Apollo Global Management Inc. $APO

Key Points

• Obermeyer Wealth Partners boosted its stake in Apollo Global Management by 504.8% in Q4, buying 23,979 shares to hold 28,729 shares valued at about $4.16 million, and institutional investors now own roughly 77% of the stock.
• Multiple analysts have cut price targets (e.g., Barclays, BMO, Morgan Stanley, UBS, Piper Sandler), leaving a street average target of $149.42 and a consensus rating of "Moderate Buy".
• Apollo is pursuing growth deals — reportedly nearing a roughly $1.6 billion purchase of Forvia’s auto‑interiors unit and acquiring 40% of Pembina Gas Infrastructure — but faces a potential securities class action alleging undisclosed payments, creating both strategic upside and short‑term legal overhang.

Obermeyer Wealth Partners grew its holdings in shares of Apollo Global Management Inc. (NYSE:APO - Free Report) by 504.8% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 28,729 shares of the financial services provider's stock after buying an additional 23,979 shares during the quarter. Obermeyer Wealth Partners' holdings in Apollo Global Management were worth $4,159,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Plato Investment Management Ltd lifted its position in Apollo Global Management by 100.3% during the 3rd quarter. Plato Investment Management Ltd now owns 10,888 shares of the financial services provider's stock worth $1,440,000 after buying an additional 5,452 shares in the last quarter. NEOS Investment Management LLC lifted its position in Apollo Global Management by 48.7% during the 3rd quarter. NEOS Investment Management LLC now owns 52,506 shares of the financial services provider's stock worth $6,997,000 after buying an additional 17,204 shares in the last quarter. Mitsubishi UFJ Asset Management Co. Ltd. raised its holdings in shares of Apollo Global Management by 11.0% in the 3rd quarter. Mitsubishi UFJ Asset Management Co. Ltd. now owns 900,554 shares of the financial services provider's stock valued at $120,017,000 after purchasing an additional 89,439 shares during the period. Diversified Trust Co raised its holdings in shares of Apollo Global Management by 2,649.9% in the 3rd quarter. Diversified Trust Co now owns 42,238 shares of the financial services provider's stock valued at $5,629,000 after purchasing an additional 40,702 shares during the period. Finally, UMB Bank n.a. raised its holdings in shares of Apollo Global Management by 60.0% in the 3rd quarter. UMB Bank n.a. now owns 109,672 shares of the financial services provider's stock valued at $14,616,000 after purchasing an additional 41,142 shares during the period. 77.06% of the stock is owned by institutional investors.

Analysts Set New Price Targets

APO has been the topic of a number of research analyst reports. Barclays dropped their target price on shares of Apollo Global Management from $131.00 to $125.00 and set an "overweight" rating on the stock in a report on Wednesday, April 8th. BMO Capital Markets dropped their target price on shares of Apollo Global Management from $135.00 to $116.00 and set a "market perform" rating on the stock in a report on Tuesday, March 24th. Morgan Stanley dropped their target price on shares of Apollo Global Management from $181.00 to $165.00 and set an "overweight" rating on the stock in a report on Tuesday. UBS Group dropped their target price on shares of Apollo Global Management from $182.00 to $152.00 and set a "buy" rating on the stock in a report on Friday, February 20th. Finally, Piper Sandler dropped their target price on shares of Apollo Global Management from $165.00 to $146.00 and set an "overweight" rating on the stock in a report on Tuesday, April 7th. One equities research analyst has rated the stock with a Strong Buy rating, thirteen have issued a Buy rating and three have given a Hold rating to the stock. Based on data from MarketBeat.com, the stock presently has an average rating of "Moderate Buy" and an average target price of $149.42.

Apollo Global Management Stock Down 0.3%

Apollo Global Management stock opened at $124.39 on Friday. The stock has a market cap of $71.93 billion, a P/E ratio of 22.53, a P/E/G ratio of 1.12 and a beta of 1.56. 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 twelve month low of $99.56 and a twelve month high of $157.28. The company's 50-day moving average price is $112.86 and its two-hundred day moving average price is $127.22.

Apollo Global Management (NYSE:APO - Get Free Report) last released its quarterly earnings results on Monday, February 9th. The financial services provider reported $2.47 earnings per share for the quarter, beating the consensus estimate of $2.04 by $0.43. The firm had revenue of $9.86 billion for 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 revenue was up .8% on a year-over-year basis. During the same period in the prior year, the firm earned $2.39 EPS. As a group, analysts expect that Apollo Global Management Inc. will post 8.44 EPS for the current year.

Apollo Global Management Dividend Announcement

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

Apollo Global Management News Roundup

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

• Positive Sentiment: Apollo is reported to be nearing a roughly $1.6 billion deal to buy the auto‑interiors business of France’s Forvia, a transaction that would expand its industrial/private‑equity platform and could add fee‑earning and realization opportunities. Reuters: Apollo nears $1.6 bln deal for Forvia unit
• Positive Sentiment: Apollo Funds announced an agreement to acquire a 40% interest in Pembina Gas Infrastructure — a strategic infrastructure stake that increases exposure to stable, fee‑style cash flows and supports growth in midstream gas processing. This type of investment typically strengthens recurring management fees and long‑term cash generation. GlobeNewswire: Apollo to acquire 40% interest in Pembina
• Negative Sentiment: Multiple law firms (Rosen, Hagens Berman, Glancy Prongay Wolke & Rotter, Bronstein Gewirtz & Grossman, and others) have circulated notices about a securities class action against Apollo covering purchases from May 10, 2021 to Feb 21, 2026 and are soliciting lead‑plaintiffs ahead of a May 1, 2026 deadline. Some filings reference investigative reports alleging undisclosed payments (reports have cited issues around concealed Epstein‑related payments), raising potential liability, management‑accountability claims, and settlement risk — a meaningful short‑term overhang for the stock. GlobeNewswire/Hagens Berman: Investor alert on Apollo securities class action

Apollo Global Management Company 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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