Apollo Global Management (APO)
NYSEFinancialsAsset ManagementSnapshot 2026-07-07
$119.32-2.33%
Close 2026-07-07 · 1-day change
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Track APO free→Warn: Management is running behind on a stated commitment.
Apollo is a leading alternative investment firm with strong earnings. It aims to increase its dividend by 10% to $2.25 per share. The company targets record origination activity above $300 billion. Apollo has a solid track record of earnings beats and robust profit margins.
Leadership scrutiny and capped withdrawals in a key credit fund may hurt growth. Funding fears and volatile management could pressure earnings. The stock is expensive relative to its growth outlook.
The price is about 4% below our fair value near $124. Analysts expect a sharp 66% revenue decline, which we view as unjustified given Apollo's growth targets and earnings strength.
Breaks if: annual dividend falls below $2.25 per share in FY26
Apollo intends to increase the annual dividend by 10% from $2.04 to $2.25 per share.
Standing thesis, reviewed periodically — not a price target or advice.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
Stated in 2 of last 2 quarters. Dividend per share increased from $0.46 in 2025-Q1 to $0.51 in 2026-Q1. Apollo's commitment to increase the annual dividend by 10% is on track, with the dividend per share showing a consistent upward trend.
“Apollo intends to increase the annual amount 10% from $2.04 per share to $2.25 per share.”
“Apollo declared a cash dividend of $0.51 per share for the fourth quarter.”
Breaks if: fee and spread earnings decline below prior peak levels in FY26
Apollo is focused on driving record fee and spread related earnings.
Breaks if: material leadership scandal or executive departures occur
Breaks if: origination activity fails to exceed $300 billion in FY26
Apollo aims to achieve record origination activity exceeding $300 billion.