Apollo Asset Management Inc (APO)

$126.95 -5.48 (-4.14%)
Market Cap 77.75B
Revenue (ttm) 26.11B
Net Income (ttm) 4.58B
EPS (ttm) N/A
PE Ratio 18.58
Forward PE 15.38
Profit Margin 17.53%
Debt to Equity Ratio 0.32
Volume 6,305,729
Avg Vol 3,317,804
Day's Range N/A - N/A
Shares Out 580.42M
Stochastic %K 57%
Beta 1.57
Analysts Strong Sell
Price Target $166.24

Company Profile

Apollo Global Management, Inc. is a private equity firm specializing in investments in credit, private equity, infrastructure, secondaries and real estate markets. The firm prefers to invest in private and public markets. The firm's private equity investments include traditional buyouts, recapitalization, distressed buyouts and debt investments in real estate, corporate partner buyouts, distressed asset, corporate carve-outs, middle market, growth, venture capital, turnaround, bridge, corporate...

Industry: Asset Management
Sector: Financial Services
Phone: 212 515 3200
Address:
9 West 57th Street, 41st Floor, New York, United States
ZacksResearch
ZacksResearch Feb. 11 at 4:48 PM
$APO partners with Schroders — a game-changer for UK wealth and retirement solutions? 🤝 Apollo's strategic partnership with Schroders aims to create innovative investment products blending public and private markets, targeting enhanced income and risk-adjusted returns in the UK. The first product is set for release later this year. Discover the full impact of this alliance here 👉 https://www.zacks.com/stock/news/2854947/apollo-teams-up-with-schroders-to-launch-hybrid-income-solutions?cid=sm-stocktwits-2-2854947-body-33108&ADID=SYND_STOCKTWITS_TWEET_2_2854947_BODY_33108
0 · Reply
ZacksResearch
ZacksResearch Feb. 11 at 3:48 PM
$APO making a smart move into the future of income investing 👀 Apollo is teaming up with Schroders to launch hybrid income solutions that blend public and private markets — specifically targeting wealth and retirement clients. That’s a clear push to capture long-term capital with differentiated yield strategies. This isn’t just a partnership — it’s positioning for the next wave of retirement-focused investing. Discover what this means for the growth story 👉 https://www.zacks.com/stock/news/2854947/apollo-teams-up-with-schroders-to-launch-hybrid-income-solutions?cid=sm-stocktwits-2-2854947-teaser-33107&ADID=SYND_STOCKTWITS_TWEET_2_2854947_TEASER_33107
0 · Reply
DevinNBannedmeOFFTS
DevinNBannedmeOFFTS Feb. 11 at 3:07 PM
$APO I am guessing that not too many suckers are willing to pay $3 for a slice of lemon at their garbage poker rooms eh? 20$ rake at the 1-3$ tables. Loan shark type extortion numbers. 👎
1 · Reply
DomLuminous
DomLuminous Feb. 11 at 2:39 PM
$APO The 100 level seems like a magnet
0 · Reply
OfficialStocktwitsUser
OfficialStocktwitsUser Feb. 10 at 4:31 PM
$APO RSI: 47.29, MACD: -2.5688 Vol: 5.36, MA20: 135.89, MA50: 140.93 🟢 BUY - Uptrend + healthy RSI 👉 https://quantumstockalerts.com Disclaimer: I am not a financial advisor. This post reflects personal analysis and opinions only. Please do your own research before investing or trading.
0 · Reply
RunnerSignals
RunnerSignals Feb. 9 at 8:38 PM
Money in motion! $ARES $BMY $APO $JPM $ZTO Steady growth or surprise breakout? https://stocksrunner.com/news/2026-02-09-top-stock-upgrades-today
0 · Reply
ZacksResearch
ZacksResearch Feb. 9 at 6:33 PM
$APO beats Q4 earnings estimates! 🚀 Adjusted net income per share hit $2.47, outpacing the Zacks Consensus Estimate of $2.03, driven by a robust AUM increase. Despite rising expenses, shares climbed 2.6% in early trading, though a full day's trading will depict a clearer picture. GAAP net income declined from $1.46 billion to $660 million. Discover more on APO's performance here 👉 https://www.zacks.com/stock/news/2842302/apollo-global-stock-up-as-q4-earnings-top-estimates-aum-increases-yy?cid=sm-stocktwits-2-2842302-body-32660&ADID=SYND_STOCKTWITS_TWEET_2_2842302_BODY_32660
0 · Reply
ZacksResearch
ZacksResearch Feb. 9 at 5:33 PM
$APO earnings beat — and the stock is reacting 📈 Q4 earnings topped estimates, with assets under management increasing year over year and strong inflows driving revenue growth, even as expenses moved higher. See what powered APO’s quarter and the key takeaways 👉 https://www.zacks.com/stock/news/2842302/apollo-global-stock-up-as-q4-earnings-top-estimates-aum-increases-yy?cid=sm-stocktwits-2-2842302-teaser-32655&ADID=SYND_STOCKTWITS_TWEET_2_2842302_TEASER_32655
0 · Reply
krill97
krill97 Feb. 9 at 5:19 PM
$APO how can KKR be up 3% and APO dropping like a rock? SMH. APO has derisked from software due to AI plus excellent earnings. Another buying opportunity
1 · Reply
30AMoney
30AMoney Feb. 9 at 4:08 PM
$APO i'm selling feb 20 120 puts @ $.55 (if they fill). i don't mind owning shares <120 bucks...
0 · Reply
Latest News on APO
Apollo Global Management, Inc. (APO) Presents at Bank of America Financial Services Conference 2026 Transcript

Feb 11, 2026, 11:04 AM EST - 6 hours ago

Apollo Global Management, Inc. (APO) Presents at Bank of America Financial Services Conference 2026 Transcript

Apollo Global Management, Inc. (APO) Presents at UBS Financial Services Conference 2026 Transcript

Feb 10, 2026, 12:34 PM EST - 1 day ago

Apollo Global Management, Inc. (APO) Presents at UBS Financial Services Conference 2026 Transcript

Apollo Names Diego De Giorgi as Incoming Head of EMEA

Feb 9, 2026, 11:41 PM EST - 1 day ago

Apollo Names Diego De Giorgi as Incoming Head of EMEA

Clear Channel Outdoor Holdings, Inc. Agrees to be Acquired by Mubadala Capital, in Partnership with TWG Global, for $6.2 Billion

Feb 9, 2026, 5:32 PM EST - 2 days ago

Clear Channel Outdoor Holdings, Inc. Agrees to be Acquired by Mubadala Capital, in Partnership with TWG Global, for $6.2 Billion

CCO

Why BDC Dividend Cuts Aren't The Red Flag Investors Think

Feb 9, 2026, 5:05 PM EST - 2 days ago

Why BDC Dividend Cuts Aren't The Red Flag Investors Think

AMLP ARCC ARES BIZD BKLN BX BXSL

Apollo Global Management, Inc. (APO) Q4 2025 Earnings Call Transcript

Feb 9, 2026, 2:14 PM EST - 2 days ago

Apollo Global Management, Inc. (APO) Q4 2025 Earnings Call Transcript

Apollo Global nears $3.4B loan to lease Nvidia chips to Elon Musk's xAI: report

Feb 9, 2026, 10:50 AM EST - 2 days ago

Apollo Global nears $3.4B loan to lease Nvidia chips to Elon Musk's xAI: report

Apollo, xAI near $3.4 billion deal to fund AI chips, the Information reports

Feb 9, 2026, 9:12 AM EST - 2 days ago

Apollo, xAI near $3.4 billion deal to fund AI chips, the Information reports

Apollo Global Management Profit Falls, Revenue Rises

Feb 9, 2026, 7:06 AM EST - 2 days ago

Apollo Global Management Profit Falls, Revenue Rises

Apollo Reports Fourth Quarter and Full Year 2025 Results

Feb 9, 2026, 6:30 AM EST - 2 days ago

Apollo Reports Fourth Quarter and Full Year 2025 Results

Schroders, Apollo agree products partnership to target wealthy clients

Feb 9, 2026, 3:58 AM EST - 2 days ago

Schroders, Apollo agree products partnership to target wealthy clients

Schroders and Apollo to deliver next generation investment solutions in ambitious multi-channel partnership

Feb 9, 2026, 3:00 AM EST - 2 days ago

Schroders and Apollo to deliver next generation investment solutions in ambitious multi-channel partnership

Private credit worries resurface in $3 trillion market as AI pressures software firms

Feb 8, 2026, 11:41 PM EST - 2 days ago

Private credit worries resurface in $3 trillion market as AI pressures software firms

ARES OWL

Buy The Dip: 11-13% Yields Getting Way Too Cheap

Feb 6, 2026, 9:36 AM EST - 5 days ago

Buy The Dip: 11-13% Yields Getting Way Too Cheap

ARCC ARES BIZD BX BXSL GBDC JPM

The Software Selloff Is Pummeling Alternative Managers. Three Stocks to Weather the Storm.

Feb 4, 2026, 4:01 PM EST - 7 days ago

The Software Selloff Is Pummeling Alternative Managers. Three Stocks to Weather the Storm.

BAM BX CG

Apollo to Present at the BofA Securities Financial Services Conference

Feb 4, 2026, 8:00 AM EST - 7 days ago

Apollo to Present at the BofA Securities Financial Services Conference

Blackstone Stock, Alternative Managers, BDCs Dive as Software Woes Infect Private Credit

Feb 3, 2026, 4:38 PM EST - 8 days ago

Blackstone Stock, Alternative Managers, BDCs Dive as Software Woes Infect Private Credit

BX ARES KKR OWL

Private credit stocks plummet on concern about exposure to software industry disrupted by AI

Feb 3, 2026, 3:32 PM EST - 8 days ago

Private credit stocks plummet on concern about exposure to software industry disrupted by AI

KKR OWL TPG

Software Slump Drags Down Private-Fund Managers

Feb 3, 2026, 2:04 PM EST - 8 days ago

Software Slump Drags Down Private-Fund Managers

ARES BX OWL

Exclusive: Apollo to invest in Canada's largest fitness club operator The GoodLife Group

Feb 2, 2026, 4:06 PM EST - 9 days ago

Exclusive: Apollo to invest in Canada's largest fitness club operator The GoodLife Group

Apollo to Present at the UBS Financial Services Conference

Feb 2, 2026, 8:00 AM EST - 9 days ago

Apollo to Present at the UBS Financial Services Conference

10-12% Yields Trading For Pennies On The Dollar

Jan 30, 2026, 7:05 AM EST - 12 days ago

10-12% Yields Trading For Pennies On The Dollar

ARES BIZD BKLN BX HYG JPM OBDC

Apollo Provides €900 Million Refinancing for Pan-European Logistics and Industrial Portfolio Owned by Cerberus and Arrow Capital Partners

Jan 29, 2026, 4:00 AM EST - 13 days ago

Apollo Provides €900 Million Refinancing for Pan-European Logistics and Industrial Portfolio Owned by Cerberus and Arrow Capital Partners

BDCs: Buying 10% Income The Smart Way

Jan 25, 2026, 7:30 AM EST - 17 days ago

BDCs: Buying 10% Income The Smart Way

ARES BIZD BX HTGC MAIN OBDC OWL

Athene Announces Fourth Quarter 2025 Fixed Income Investor Call

Jan 22, 2026, 7:45 AM EST - 20 days ago

Athene Announces Fourth Quarter 2025 Fixed Income Investor Call

Bridge Investment Group Appoints Dugan Fife as Head of Wealth Solutions

Jan 20, 2026, 8:35 AM EST - 22 days ago

Bridge Investment Group Appoints Dugan Fife as Head of Wealth Solutions

Final Trades: ServiceNow, Apollo Global and Intercontinental Exchange

Jan 15, 2026, 1:26 PM EST - 27 days ago

Final Trades: ServiceNow, Apollo Global and Intercontinental Exchange

ICE NOW

QXO Upsizes Convertible Preferred Equity Placement to $3 Billion

Jan 12, 2026, 6:00 AM EST - 4 weeks ago

QXO Upsizes Convertible Preferred Equity Placement to $3 Billion

QXO

Apollo Backs $5.4 Billion Valor and xAI Data Center Compute Infrastructure Transaction with $3.5 Billion Capital Solution

Jan 7, 2026, 8:00 AM EST - 5 weeks ago

Apollo Backs $5.4 Billion Valor and xAI Data Center Compute Infrastructure Transaction with $3.5 Billion Capital Solution

Trump says U.S. to ban large investors from buying homes

Jan 7, 2026, 1:00 AM EST - 5 weeks ago

Trump says U.S. to ban large investors from buying homes

BX INVH

Apollo to Announce Fourth Quarter and Full Year 2025 Financial Results on February 9, 2026

Jan 6, 2026, 8:00 AM EST - 5 weeks ago

Apollo to Announce Fourth Quarter and Full Year 2025 Financial Results on February 9, 2026

Russell Investments Announces Strategic Financing to Support Long-Term Growth

Jan 6, 2026, 8:00 AM EST - 5 weeks ago

Russell Investments Announces Strategic Financing to Support Long-Term Growth

Pluto Launches an AI-Powered Lending Platform to Unlock Liquidity in Private Markets, Backed by Leading Credit Investors

Jan 6, 2026, 6:00 AM EST - 5 weeks ago

Pluto Launches an AI-Powered Lending Platform to Unlock Liquidity in Private Markets, Backed by Leading Credit Investors

HLNE

QXO Announces $1.2 Billion Convertible Preferred Equity Investment Led by Apollo to Fund Future Acquisitions

Jan 5, 2026, 6:00 AM EST - 5 weeks ago

QXO Announces $1.2 Billion Convertible Preferred Equity Investment Led by Apollo to Fund Future Acquisitions

QXO

My Most Important Dividend Growth Picks For The Market's Next Phase

Jan 1, 2026, 7:05 AM EST - 5 weeks ago

My Most Important Dividend Growth Picks For The Market's Next Phase

ARCC ARES BAM BIZD BN BX GOOG

AI story is no longer an equity story, says Apollo Global's Torsten Slok

Dec 26, 2025, 10:34 AM EST - 6 weeks ago

AI story is no longer an equity story, says Apollo Global's Torsten Slok

Apollo Global Q3: Earnings Beat, Fee Related Earnings +22.8%

Dec 16, 2025, 6:22 PM EST - 2 months ago

Apollo Global Q3: Earnings Beat, Fee Related Earnings +22.8%

Apollo Funds to Acquire Prosol Group, a Leading French Fresh Food Retailer

Dec 16, 2025, 1:00 AM EST - 2 months ago

Apollo Funds to Acquire Prosol Group, a Leading French Fresh Food Retailer

Jared Kushner eyes Apollo, KKR to join Ukraine's postwar reconstruction fund: sources

Dec 11, 2025, 10:18 PM EST - 2 months ago

Jared Kushner eyes Apollo, KKR to join Ukraine's postwar reconstruction fund: sources

KKR

Apollo Global is one of the best names in private equity, says Explosive Options' Lang

Dec 11, 2025, 3:17 PM EST - 2 months ago

Apollo Global is one of the best names in private equity, says Explosive Options' Lang

Exclusive: Apollo explores $3 billion-plus exit of membership club operator Invited, sources say

Dec 11, 2025, 12:39 PM EST - 2 months ago

Exclusive: Apollo explores $3 billion-plus exit of membership club operator Invited, sources say

Blackstone, Apollo, and Blue Owl are all in on data center bets — but there's one thing making them wary

Dec 11, 2025, 12:14 PM EST - 2 months ago

Blackstone, Apollo, and Blue Owl are all in on data center bets — but there's one thing making them wary

BX OWL

Apollo's Marc Rowan on the Fed, private credit markets, and the data center boom

Dec 10, 2025, 6:30 PM EST - 2 months ago

Apollo's Marc Rowan on the Fed, private credit markets, and the data center boom

Final Trades: Sabra Health Care, Apollo GLobal, Spotify and the IWD

Dec 10, 2025, 1:26 PM EST - 2 months ago

Final Trades: Sabra Health Care, Apollo GLobal, Spotify and the IWD

SPOT IWD SBRA

Apollo Global Management, Inc. (APO) Presents at Goldman Sachs 2025 U.S. Financial Services Conference Transcript

Dec 10, 2025, 10:42 AM EST - 2 months ago

Apollo Global Management, Inc. (APO) Presents at Goldman Sachs 2025 U.S. Financial Services Conference Transcript

Capital Power 2025 Investor Day: Accelerating Growth to 2030

Dec 10, 2025, 6:00 AM EST - 2 months ago

Capital Power 2025 Investor Day: Accelerating Growth to 2030

Wrexham AFC Welcomes Apollo Sports Capital as a Minority Investor

Dec 8, 2025, 8:00 AM EST - 2 months ago

Wrexham AFC Welcomes Apollo Sports Capital as a Minority Investor

Apollo to Present at the Goldman Sachs 2025 US Financial Services Conference

Dec 2, 2025, 8:00 AM EST - 2 months ago

Apollo to Present at the Goldman Sachs 2025 US Financial Services Conference

RWE and Apollo Global Management close transaction for German power grid

Nov 26, 2025, 5:01 AM EST - 2 months ago

RWE and Apollo Global Management close transaction for German power grid

ZacksResearch
ZacksResearch Feb. 11 at 4:48 PM
$APO partners with Schroders — a game-changer for UK wealth and retirement solutions? 🤝 Apollo's strategic partnership with Schroders aims to create innovative investment products blending public and private markets, targeting enhanced income and risk-adjusted returns in the UK. The first product is set for release later this year. Discover the full impact of this alliance here 👉 https://www.zacks.com/stock/news/2854947/apollo-teams-up-with-schroders-to-launch-hybrid-income-solutions?cid=sm-stocktwits-2-2854947-body-33108&ADID=SYND_STOCKTWITS_TWEET_2_2854947_BODY_33108
0 · Reply
ZacksResearch
ZacksResearch Feb. 11 at 3:48 PM
$APO making a smart move into the future of income investing 👀 Apollo is teaming up with Schroders to launch hybrid income solutions that blend public and private markets — specifically targeting wealth and retirement clients. That’s a clear push to capture long-term capital with differentiated yield strategies. This isn’t just a partnership — it’s positioning for the next wave of retirement-focused investing. Discover what this means for the growth story 👉 https://www.zacks.com/stock/news/2854947/apollo-teams-up-with-schroders-to-launch-hybrid-income-solutions?cid=sm-stocktwits-2-2854947-teaser-33107&ADID=SYND_STOCKTWITS_TWEET_2_2854947_TEASER_33107
0 · Reply
DevinNBannedmeOFFTS
DevinNBannedmeOFFTS Feb. 11 at 3:07 PM
$APO I am guessing that not too many suckers are willing to pay $3 for a slice of lemon at their garbage poker rooms eh? 20$ rake at the 1-3$ tables. Loan shark type extortion numbers. 👎
1 · Reply
DomLuminous
DomLuminous Feb. 11 at 2:39 PM
$APO The 100 level seems like a magnet
0 · Reply
OfficialStocktwitsUser
OfficialStocktwitsUser Feb. 10 at 4:31 PM
$APO RSI: 47.29, MACD: -2.5688 Vol: 5.36, MA20: 135.89, MA50: 140.93 🟢 BUY - Uptrend + healthy RSI 👉 https://quantumstockalerts.com Disclaimer: I am not a financial advisor. This post reflects personal analysis and opinions only. Please do your own research before investing or trading.
0 · Reply
RunnerSignals
RunnerSignals Feb. 9 at 8:38 PM
Money in motion! $ARES $BMY $APO $JPM $ZTO Steady growth or surprise breakout? https://stocksrunner.com/news/2026-02-09-top-stock-upgrades-today
0 · Reply
ZacksResearch
ZacksResearch Feb. 9 at 6:33 PM
$APO beats Q4 earnings estimates! 🚀 Adjusted net income per share hit $2.47, outpacing the Zacks Consensus Estimate of $2.03, driven by a robust AUM increase. Despite rising expenses, shares climbed 2.6% in early trading, though a full day's trading will depict a clearer picture. GAAP net income declined from $1.46 billion to $660 million. Discover more on APO's performance here 👉 https://www.zacks.com/stock/news/2842302/apollo-global-stock-up-as-q4-earnings-top-estimates-aum-increases-yy?cid=sm-stocktwits-2-2842302-body-32660&ADID=SYND_STOCKTWITS_TWEET_2_2842302_BODY_32660
0 · Reply
ZacksResearch
ZacksResearch Feb. 9 at 5:33 PM
$APO earnings beat — and the stock is reacting 📈 Q4 earnings topped estimates, with assets under management increasing year over year and strong inflows driving revenue growth, even as expenses moved higher. See what powered APO’s quarter and the key takeaways 👉 https://www.zacks.com/stock/news/2842302/apollo-global-stock-up-as-q4-earnings-top-estimates-aum-increases-yy?cid=sm-stocktwits-2-2842302-teaser-32655&ADID=SYND_STOCKTWITS_TWEET_2_2842302_TEASER_32655
0 · Reply
krill97
krill97 Feb. 9 at 5:19 PM
$APO how can KKR be up 3% and APO dropping like a rock? SMH. APO has derisked from software due to AI plus excellent earnings. Another buying opportunity
1 · Reply
30AMoney
30AMoney Feb. 9 at 4:08 PM
$APO i'm selling feb 20 120 puts @ $.55 (if they fill). i don't mind owning shares <120 bucks...
0 · Reply
topstockalerts
topstockalerts Feb. 9 at 3:00 PM
Apollo Global Management is close to finalizing a $3.4 billion loan for an investment vehicle that will purchase Nvidia chips and lease them to xAI, Elon Musk’s artificial intelligence company, according to The Information. The deal would mark Apollo’s second major financing tied to xAI, following a similar $3.5 billion loan completed in November. Apollo also plans to invest equity in the new vehicle, which aims to raise a total of $5.3 billion through a mix of debt and capital. The structure is designed to ease financial pressure on xAI as it pursues large-scale data center expansion to support AI model development. The transaction could be completed as soon as this week. Valor Equity Partners, a long-time investor in Musk-led companies, is arranging the deal. The report follows xAI’s recent merger with SpaceX, further highlighting growing investor interest in AI infrastructure financing. $APO $NVDA
0 · Reply
DomLuminous
DomLuminous Feb. 9 at 2:54 PM
$APO fee growth 23% is very strong. Outperforming their 20% benchmark
0 · Reply
PickAlpha
PickAlpha Feb. 9 at 2:48 PM
2/5: Apollo reports record 2025 origination and inflows, declares Q4 dividend of $0.51 per share | View: Record 2025 origination, inflows and AUM underpin expanding fee and spread earnings… $APO $XLF $SPY
0 · Reply
OpenOutcrier
OpenOutcrier Feb. 9 at 1:41 PM
$APO (+1.9% pre) Apollo Global Management Profit Falls, Revenue Rises - WSJ https://ooc.bz/l/92492
0 · Reply
mikesterz7
mikesterz7 Feb. 9 at 1:04 PM
$APO 🚨 🚨 🚨 Adjusted EPS: $2.47 vs. $2.04 expected, representing a significant beat. Revenue: $9.86 billion, surpassing the consensus estimate. Fee-Related Earnings (FRE): Increased to $690 million (beating $673M estimate). Spread-Related Earnings (SRE): $865 million. Assets Under Management (AUM): Reached a record $938 billion. Origination Volume: Increased to $97 billion in Q4, with total annual origination exceeding $300 billion. Capital Inflows: Total inflows exceeded $225 billion for the full year 2025. Retirement Services: Strong performance from Athene continued, contributing to robust spread-related earnings. Dividends and Outlook Dividend: A quarterly cash dividend of $0.51 per share of common stock was declared, payable on February 27, 2026, to shareholders of record as of February 19, 2026.
0 · Reply
DomLuminous
DomLuminous Feb. 9 at 12:31 PM
$APO expected ER. Let’s see if it can hold
0 · Reply
katiemcdaniels96
katiemcdaniels96 Feb. 9 at 11:53 AM
$APO https://ir.apollo.com/_assets/_429d450fe7b9acff63268caf68941530/apollo/db/2247/22854/full_earnings_release/AGM+Earnings+Release+4Q%272025.pdf
0 · Reply
StocktwitsEarnings
StocktwitsEarnings Feb. 9 at 11:41 AM
$APO Q4 '25 Earnings Results & Recap • Reported GAAP EPS of $1.07 down -55.79% YoY • Reported revenue of $9.86B up 86.71% YoY
0 · Reply
DonCorleone77
DonCorleone77 Feb. 8 at 6:58 PM
$MNDY $DT $APO $BDX $CLF Some notable companies reporting before Monday's open, with earnings consensus estimates: - Monday. com (MNDY), consensus 92c - Dynatrace (DT), consensus 41c - Apollo Global (APO), consensus $2.04 - Becton Dickinson (BDX), consensus $2.81 - ClevelandCliffs (CLF), consensus 10c
0 · Reply
PickAlpha
PickAlpha Feb. 8 at 2:41 PM
PickAlpha Midday: KKR is acquiring Arctos in a deal initially valued at $1.4B, with up to $550M of additional equity tied to performance/share-price targets, and will fold it into a new KKR Solutions platform spanning sports, GP solutions, and secondaries. Arctos manages roughly $15B today, while KKR’s CFO says the business can scale to over $100B AUM — a big swing at private-market liquidity infrastructure as secondaries volume hit a record ~$226B in 2025 (+41% YoY).  Tickers: $KKR $BX $APO Our view is this is KKR trying to own the plumbing, not just gather more AUM. If execution is clean and secondaries/GP solutions fees compound, this can re-rate as a higher-quality fee-growth story; if integration drags or market liquidity slows, upside compresses fast.
0 · Reply
RobbieBaker1010
RobbieBaker1010 Feb. 8 at 1:06 PM
$APO fee-related earnings growth supports valuation premium.
1 · Reply
DonCorleone77
DonCorleone77 Feb. 7 at 2:36 PM
$MNDY $DT $APO $BDX $CLF Some notable companies reporting before Monday's open, with earnings consensus estimates: - Monday. com (MNDY), consensus 92c - Dynatrace (DT), consensus 41c - Apollo Global (APO), consensus $2.04 - Becton Dickinson (BDX), consensus $2.81 - ClevelandCliffs (CLF), consensus 10c
0 · Reply