Apollo Global Management Inc. $APO Stake Cut by Kelleher Financial Advisors

Posted by George Bondi on Nov 5th, 2026

Kelleher Financial Advisors decreased its holdings in shares of Apollo Global Management Inc. (NYSE:APO – Free Report) by 50.1% during the third quarter, according to its most recent filing with the SEC. The firm owned 10,748 shares of the financial services provider’s stock after selling 10,780 shares during the period. Kelleher Financial Advisors’ holdings in Apollo Global Management were worth $1,247,000 at the end of the most recent reporting period.

Several other large investors have also modified their holdings of APO. Rakuten Investment Management Inc. lifted its stake in shares of Apollo Global Management by 11.3% during the 3rd quarter. Rakuten Investment Management Inc. now owns 81,256 shares of the financial services provider’s stock worth $9,669,000 after purchasing an additional 8,235 shares during the last quarter. Third View Private Wealth LLC boosted its position in Apollo Global Management by 4.4% during the third quarter. Third View Private Wealth LLC now owns 56,316 shares of the financial services provider’s stock valued at $6,536,000 after purchasing an additional 2,362 shares in the last quarter. Provenance Wealth Advisors LLC grew its stake in Apollo Global Management by 811.0% in the third quarter. Provenance Wealth Advisors LLC now owns 8,053 shares of the financial services provider’s stock valued at $935,000 after purchasing an additional 7,169 shares during the last quarter. Oregon Public Employees Retirement Fund grew its stake in Apollo Global Management by 2.4% in the third quarter. Oregon Public Employees Retirement Fund now owns 58,075 shares of the financial services provider’s stock valued at $6,740,000 after purchasing an additional 1,350 shares during the last quarter. Finally, Factory Mutual Insurance Co. grew its stake in Apollo Global Management by 14.5% in the third quarter. Factory Mutual Insurance Co. now owns 198,350 shares of the financial services provider’s stock valued at $23,021,000 after purchasing an additional 25,150 shares during the last quarter. Institutional investors own 77.06% of the company’s stock.

Key Headlines Impacting Apollo Global Management

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

Positive Sentiment: Apollo reported record quarterly originations of $114 billion, fee-related earnings of $802 million and assets under management of $1.07 trillion. The figures point to growing activity and scale across its business. Apollo reports record originations and AUM
Positive Sentiment: Apollo is expanding its private-credit business, including a new European lending platform, while AI-related financing demand presents a potential source of future originations. Apollo launches European lending platform
Neutral Sentiment: Analyst actions were mixed: JPMorgan raised its target to $157 and kept an Overweight rating, while Morgan Stanley, Barclays, RBC and KBW trimmed targets. The latter group retained Overweight or equivalent ratings, except RBC’s Sector Perform. JPMorgan analyst update
Negative Sentiment: Third-quarter results missed analyst expectations, and Apollo posted a $1.06 billion net loss attributable to common stockholders, compared with a profit a year earlier. The company attributed the loss to investment-related items; rising expenses also weighed on the earnings picture. Apollo swings to a loss on investment-related losses

Insider Buying and Selling at Apollo Global Management

In other news, CFO Martin Kelly sold 3,000 shares of the stock in a transaction on Friday, August 14th. The shares were sold at an average price of $140.84, for a total value of $422,520.00. Following the sale, the chief financial officer owned 396,533 shares in the company, valued at $55,847,707.72. This represents a 0.75% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. 8.30% of the stock is owned by insiders.

Analyst Upgrades and Downgrades

A number of equities analysts have commented on the stock. Weiss Ratings upgraded shares of Apollo Global Management from a “hold (c-)” rating to a “hold (c)” rating in a report on Friday, August 21st. Wells Fargo & Company assumed coverage on shares of Apollo Global Management in a report on Friday, October 2nd. They issued an “equal weight” rating and a $127.00 price target on the stock. Piper Sandler reaffirmed an “overweight” rating and issued a $145.00 price objective on shares of Apollo Global Management in a research report on Wednesday. Barclays reduced their price objective on shares of Apollo Global Management from $157.00 to $156.00 and set an “overweight” rating for the company in a research note on Wednesday. Finally, Morgan Stanley reduced their price target on Apollo Global Management from $150.00 to $149.00 and set an “overweight” rating on the stock in a research report on Wednesday. Fourteen investment analysts have rated the stock with a Buy rating and six have assigned a Hold rating to the company. Based on data from MarketBeat, the company presently has an average rating of “Moderate Buy” and an average price target of $147.30.

Read Our Latest Stock Report on Apollo Global Management

Apollo Global Management Stock Up 8.3%

APO stock opened at $122.96 on Thursday. The stock has a market capitalization of $72.61 billion, a PE ratio of -67.19, a price-to-earnings-growth ratio of 1.05 and a beta of 1.51. Apollo Global Management Inc. has a 52 week low of $99.56 and a 52 week high of $153.29. The company has a quick ratio of 1.70, a current ratio of 1.41 and a debt-to-equity ratio of 0.42. The firm has a 50 day moving average of $121.46 and a 200 day moving average of $123.19.

Apollo Global Management (NYSE:APO – Get Free Report) last posted its quarterly earnings results on Tuesday, August 4th. The financial services provider reported $2.11 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $2.16 by ($0.05). The company had revenue of $5.57 billion during the quarter, compared to analysts’ expectations of $5.65 billion. Apollo Global Management had a positive return on equity of 12.11% and a negative net margin of 2.98%. During the same period in the prior year, the business posted $1.92 EPS. Sell-side analysts forecast that Apollo Global Management Inc. will post 7.96 earnings per share for the current year.

Apollo Global Management Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Monday, November 30th. Investors of record on Wednesday, November 18th will be issued a dividend of $0.5625 per share. The ex-dividend date of this dividend is Wednesday, November 18th. This represents a $2.25 dividend on an annualized basis and a dividend yield of 1.8%. Apollo Global Management’s payout ratio is 82.42%.

Apollo Global Management Profile

(Free Report)

Apollo Global Management, Inc (NYSE:APO) is a global alternative asset manager that provides investment solutions to institutions, companies and individual investors. The firm manages strategies across private equity, credit, real assets, infrastructure, secondaries and other alternative investments.

Apollo invests across a range of industries and geographies, supporting companies through buyouts, growth investments, structured financing and other forms of private capital. Its credit business provides lending and fixed-income solutions, while its real assets and infrastructure strategies focus on areas such as energy, transportation, communications and other essential services.

The company was founded in 1990 by Leon Black, Josh Harris and Marc Rowan.