Apollo Global Management, Inc. NYSE: APO
Financials · Asset Management & Custody Banks
$130.72
+1.55%
Vol: 3.0M
Research Digest
Friday, May 1, 2026
Apollo Global surged 4.71% ahead of May 6 Q1 earnings; expectations for $1.98 EPS and $1.22B revenue.
Apollo Global Management stock surged 4.71%, outpacing financial sector 0.48% gain ahead of Q1 earnings May 6. EPS $1.98 and revenue $1.22B expected. Co-President John Zito discussed AI-driven disruption and capital deployment on CNBC. Apollo secured major deal with Intel to buy 49% stake in Fab 34 chip manufacturing plant in Ireland for $14.2B. 12 analysts rate stock Buy with $149.0 PT.
Previous Market Intelligence
13 daysApr 30Apollo Global Management faces shareholder securities class action lawsuit over Epstein relationship disclosures.Negative▶
Apollo Global Management faced significant negative news with multiple securities class action lawsuits filed, alleging leadership misled the public regarding business ties to Jeffrey Epstein. The Financial Times reported in February 2026 that CEO Marc Rowan and executives held wide-ranging discussions with Epstein about tax arrangements throughout the 2010s. Two major teachers' unions with $27.5 billion in commitments urged SEC investigation. APO stock fell 5.4% and 5% on consecutive announcements, then another 5% after CNN coverage, wiping out ~$12 billion in market cap in three weeks. Lead plaintiff deadline is May 1, 2026.
Apr 16Apollo Global faces securities fraud lawsuit over Epstein ties disclosureNegative▶
Apollo Global Management mired in litigation stemming from alleged misrepresentations about Epstein business ties. Multiple securities class actions filed claiming leadership made false statements about firm's relationship with Epstein. Two teachers' unions with $27.5B in commitments urged SEC investigation. Stock fell ~5% ($5.99/share) following corrective disclosures, closing at $113.73. Class action lead plaintiff deadline May 1. Co-founder's $6B PE fund closing provided brief relief (+5.72%).
Apr 15Apollo Global Management faces securities class action lawsuit over alleged Epstein misstatements, with stock declining amid $12B market cap loss.Negative▶
Hagens Berman and Portnoy Law Firm filed class action lawsuits on April 14, 2026, alleging Apollo misled investors about business dealings with Jeffrey Epstein. Lawsuits claim the stock lost $12 billion in market capitalization. However, Apollo is also actively acquiring assets (Nippon Sheet Glass for $3.7B) and limiting private credit withdrawals to 5% per recent SEC filing.
Apr 14Apollo Global faces securities class action over Epstein ties; Intel buys $14.2B stake in chip JV; stock up 5.4%.Negative▶
Apollo faces multiple securities class action lawsuits filed April 10 alleging CEO Marc Rowan misled public about Epstein relationships. Two major teachers' unions called for SEC investigation. Investors in Class Period (May 10, 2021 - Feb. 21, 2026) can seek Lead Plaintiff by May 1. Intel agreed to buy Apollo's 49% Fab 34 stake for $14.2B. Stock surged 5.4% to $109.95. Q1 earnings May 6.
Apr 13Apollo Global Management limits private credit fund withdrawals to 5%; major NSG acquisition awaits June shareholder approval.Mixed▶
Apollo is limiting private credit fund redemptions to 5% amid industry-wide demand pressures. The company is pursuing a $3.7 billion acquisition of Nippon Sheet Glass with shareholder approval expected June 2026. Apollo also invested $1 billion in a retail property joint venture. Goldman Sachs reduced price target from $169 to $134 while maintaining Buy. AUM of $938.4 billion.
Apr 10Apollo Global faces securities class action lawsuit over Epstein disclosures while pursuing $3.7B NSG acquisition.Negative▶
Apollo Global Management faces securities class action litigation alleging CEO Marc Rowan and executives misled public about Epstein business relationships. Investors who purchased shares between May 10, 2021 and February 21, 2026 have until May 1, 2026 to file lead plaintiff applications. Apollo is acquiring Nippon Sheet Glass Company for $3.7 billion. Q1 2026 earnings scheduled May 6.
Apr 9Apollo Global faces Epstein litigation and analyst downgrades; redemption caps hint at credit stress.Negative▶
Securities class action filed against Apollo following Epstein reports; FT revealed CEO Rowan and execs had 2010s Epstein discussions. Goldman Sachs lowered PT to $134 from $169; Piper Sandler cut to $146 from $165 (April 7), citing private wealth redemptions and credit scrutiny. APO capping redemptions at 5% per SEC filing. Company expanding to southern U.S. hub while navigating $938.4B AUM. Stock down 26.4% YTD at $105.02; mixed analyst sentiment with downside pressure.
Apr 8Goldman Sachs, Piper Sandler Cut Price TargetsNegative▶
Goldman Sachs lowered APO price target to $134 from $169, while Piper Sandler cut target to $146 from $165. Both maintain buy/overweight ratings despite target cuts. APO down 2.91% to $107.04. Company managing withdrawal restrictions on private credit funds while growing AUM to $938.4 billion.
Apr 7Apollo Global Management reports strong Q1 alternative investment returns but faces securities litigationMixed▶
Apollo Global reported strong preliminary Q1 alternative investment returns as of April 1. Intel agreed to buy Apollo's 49% stake in Fab 34 joint venture for $14.2B. However, Hagens Berman filed securities class action on April 6 seeking to represent investors from May 2021 through February 2026. Stock down 2% at $108.52 after capping private equity redemptions March 23.
Apr 6Apollo Global Management initiates $10B Atlantic Aviation acquisition; Intel Fab 34 stake sale nets $14.2B.Mixed▶
Apollo Global Management executed major strategic transactions including a nearly $10B acquisition of Atlantic Aviation and $14.2B sale of 49% stake in Intel Fab 34 joint venture. The company reported strong preliminary Q1 2026 alternative investment returns. APO is scouting Texas, South Florida, and Nashville for second U.S. headquarters expansion. However, Apollo is limiting investor withdrawals from private credit to 5% per SEC filing amid industry-wide redemption pressures. Stock closed at $111.42 with recent 1-month return of 6.52% but 90-day decline of 23.03%. With $938.4B AUM including $709.1B fee-earning AUM, Apollo remains one of the world's largest alternative asset managers.
Apr 3Apollo Global Management limits private credit redemptions to 5% cap as withdrawal requests reach 11.2% of shares.Negative▶
Apollo Global Management filed an SEC disclosure capping investor withdrawals from its $15 billion private credit fund at 5% quarterly, after receiving withdrawal requests equal to 11.2% of shares. Stock declined 4.83%. A class action lawsuit was filed alleging securities fraud. APO recently closed Intel's $14.2 billion acquisition of its 49% stake in Fab 34 chip joint venture.
Apr 2Apollo Global faces securities litigation; restricts private credit redemptions to 5%Negative▶
Apollo Global Management faces securities litigation over Epstein ties and restricts private credit redemptions to 5% quarterly limit.
Apr 1Apollo Global Management faces securities fraud lawsuit over undisclosed Epstein relationship; stock down 16% YTD.Negative▶
Apollo disclosed a securities class action lawsuit alleging undisclosed relationship with Jeffrey Epstein. Apollo is limiting investor withdrawals from private credit funds to 5%. However, the company is pursuing major acquisitions: $10B Atlantic Aviation deal, $3.7B NSG Group acquisition. Consensus Strong Buy with PT of $152.85.
Sector Peers
| Company | Price | Day | 1M | Fwd P/E | Beta | Mkt Cap |
|---|---|---|---|---|---|---|
| BLKBLACKROCK | $1,064.80 | -0.08% | +11.1% | 17.6x | 1.49 | $165.6B |
| BXBLACKSTONE | $126.71 | +0.90% | +11.9% | 16.6x | 1.74 | $153.5B |
| KKRKKR | $103.93 | -0.39% | +14.6% | 13.7x | 1.93 | $96.6B |
| BKBANK | $133.85 | -0.39% | +8.7% | 14.0x | 1.05 | $92.2B |
| APOAPOLLO | $130.72 | +1.55% | +21.3% | 12.1x | 1.56 | $74.2B |
| AMPAMERIPRISE | $467.66 | -1.50% | +10.3% | 10.0x | 1.27 | $42.8B |
Key Fundamentals
RSI (14-Day)
52-Week Range
Moving Averages
Price above both MAs — bullish structure.