Northern Right Capital Management L.P. Grows Stock Holdings in Apollo Global Management Inc. $APO

Northern Right Capital Management L.P. raised its holdings in shares of Apollo Global Management Inc. (NYSE:APO) by 7.6% during the 3rd quarter, HoldingsChannel reports. The fund owned 186,204 shares of the financial services provider’s stock after acquiring an additional 13,213 shares during the quarter. Apollo Global Management comprises approximately 7.7% of Northern Right Capital Management L.P.’s portfolio, making the stock its 3rd biggest holding. Northern Right Capital Management L.P.’s holdings in Apollo Global Management were worth $24,815,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other hedge funds have also recently modified their holdings of the business. Delos Wealth Advisors LLC bought a new position in Apollo Global Management in the 2nd quarter worth $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 purchasing an additional 99 shares in the last quarter. Sound Income Strategies LLC bought a new stake in Apollo Global Management during the third quarter valued at about $28,000. SJS Investment Consulting Inc. increased its position 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 worth $28,000 after buying an additional 191 shares in the last quarter. Finally, Nemes Rush Group LLC purchased a new stake in Apollo Global Management in the second quarter worth about $30,000. Institutional investors own 77.06% of the company’s stock.

Analyst Ratings Changes

A number of research analysts recently issued reports on APO shares. UBS Group cut their price objective on Apollo Global Management from $182.00 to $152.00 and set a “buy” rating for the company in a research note on Friday, February 20th. Argus upgraded shares of Apollo Global Management to a “strong-buy” rating in a research note on Thursday, February 19th. JPMorgan Chase & Co. dropped their price target on shares of Apollo Global Management from $164.00 to $162.00 and set an “overweight” rating for the company in a research report on Tuesday, February 10th. Morgan Stanley increased their price objective on shares of Apollo Global Management from $180.00 to $181.00 and gave the stock an “overweight” rating in a research note on Tuesday, February 10th. Finally, Weiss Ratings restated a “hold (c)” rating on shares of Apollo Global Management in a research report on Monday, December 29th. Two research analysts have rated the stock with a Strong Buy rating, fourteen have given a Buy rating and three have given a Hold rating to the stock. Based on data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and an average price target of $159.47.

Key Headlines Impacting Apollo Global Management

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

• Neutral Sentiment: Apollo economist Torsten Slok warned about market concentration — he said the S&P 500’s top 10 names could exceed a 50% weighting, a macro observation that highlights index concentration risk and passive flows but is not specific to Apollo’s fundamentals. Apollo’s Torsten Slok: S&P 500 could see top 10 reach 50% weighting
• Negative Sentiment: Senior Apollo executives (John Zito and others) publicly said private‑equity valuations for software assets are “all wrong,” warning lenders could recover only 20–40¢ on the dollar — comments that imply pressure on portfolio marks, potential future write‑downs and downside to fee‑related earnings. Apollo’s John Zito questions private equity’s software valuations: ‘All the marks are wrong’
• Negative Sentiment: Multiple law firms have filed or solicited plaintiffs in a securities‑class action tied to investigative reports about alleged undisclosed ties to Jeffrey Epstein; several notices set a May 1, 2026 lead‑plaintiff deadline. The litigation wave increases legal and reputational risk and has already been linked to a material market‑cap decline in media coverage. APO ALERT: Hagens Berman Alerts Apollo Global Management (APO) Investors to Securities Class Action Stemming From “Epstein Files” Revelations
• Negative Sentiment: Unusual options activity: traders bought roughly 15,843 put contracts (about 40% above typical put volume), signaling elevated short‑term bearish positioning and potential for amplified downside volatility in APO equity.

Apollo Global Management Trading Down 0.9%

Shares of NYSE:APO opened at $103.53 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 52-week low of $99.56 and a 52-week high of $157.28. The stock has a market cap of $59.87 billion, a price-to-earnings ratio of 18.76, a PEG ratio of 0.84 and a beta of 1.60. The business has a 50-day moving average price of $126.36 and a 200-day moving average price of $131.69.

Apollo Global Management (NYSE:APO) last issued its earnings results on Monday, February 9th. The financial services provider reported $2.47 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%.During the same period last year, the company earned $2.39 EPS. The company’s revenue was up .8% compared to the same quarter last year. Equities analysts predict that Apollo Global Management Inc. will post 8 EPS for the current year.

Apollo Global Management Dividend Announcement

The firm also recently disclosed a quarterly dividend, which was paid on Friday, February 27th. Stockholders of record on Thursday, February 19th were issued a $0.51 dividend. This represents a $2.04 annualized dividend and a dividend yield of 2.0%. The ex-dividend date of this dividend was Thursday, February 19th. Apollo Global Management’s dividend payout ratio is 36.96%.

About Apollo Global Management

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.