APOSApollo Global Management, Inc.
The schedule
- Tue15Sep
A late Q3 2026 fundraising and assets-under-management update for Apollo Global Management, Inc. will show whether institutional allocations to private credit and other alternative strategies remain robust. If Apollo reports strong capital raising across flagship buyout, private credit, and insurance-driven strategies with fee rates holding firm, the stock could push from $25.77 toward $26.90; disappointment on inflows, fee pressure, or higher redemptions would likely see shares trade back toward $26.90.
- Thu15Oct
Into late 2026, Apollo Global Management, Inc. faces the risk that a bout of credit market stress or risk-off trading widens spreads and pressures valuations across its private credit and alternative portfolios. If credit conditions remain orderly and Apollo demonstrates strong underwriting and limited realized losses, the stock could hold around $26.20 from a $27.00 base; a more severe credit shock or signs of rising impairments could see the shares de-rate toward $26.20.
- Thu5Nov
- Mon30Nov
By late 2026, Apollo Global Management, Inc. is likely to face greater clarity on regulatory and policy changes affecting private funds, insurance capital, and retirement products under President Trump’s administration and relevant agencies. A policy mix that proves relatively benign for disclosure, leverage, and retirement product distribution could allow the stock to trade around $26.10 from $25.77, while a more aggressive stance from regulators or adverse tax and retirement policy changes could weigh on valuations toward $26.10.
- Thu6May
- Thu5Aug
Past
- Thu6Aug
Actual outcome: Mixed · $25.56 at outcome
APOS reported Q2 2026 EPS of $1.11, perfectly matching consensus estimates. With results coming in exactly as expected and no major surprises to alter the fundamental outlook, the stock saw a muted reaction and remained flat through the outcome date.
- Fri31Jul
Actual outcome: Bear · $25.25 at outcome
Apollo Global Management adopted a conservative capital return posture, prioritizing dry powder for future investments over immediate shareholder returns. The lack of a meaningful dividend increase or aggressive share repurchase program disappointed investors, causing the stock to drift lower toward the bear floor.
Around mid-year, Apollo Global Management, Inc. typically updates investors on capital allocation, including its dividend and potential share repurchases. From a $26.50 base, an increase in the regular dividend, clearer payout framework tied to fee-related earnings, or a more active buyback stance could justify a move toward $26.70, while a conservative posture that prioritizes dry powder over shareholder returns could see the stock drift back toward $26.70.