Summary
Apollo Global Management, Inc. (APO) has issued a Current Report (8-K) on July 1, 2025, providing preliminary estimates for its alternative net investment income for the second quarter ended June 30, 2025. The Company anticipates alternative net investment income to be approximately $305 million (pre-tax), representing an estimated 10% annualized return on its alternative net investments. This figure includes an estimated 10% annualized return on Athene's pooled investment vehicle and an estimated 8% annualized return on other Athene alternative investments, including retirement services platforms. Investors should note that these figures are preliminary and have not been audited or reviewed by an independent accounting firm. The Company cautions that actual results may differ materially due to various factors encountered during the financial closing procedures. This disclosure is intended to provide early insight and should not be considered a substitute for the full financial statements scheduled for release on August 5, 2025, nor is it indicative of future performance. Additionally, Athene has made a presentation on its corporate structure available on its website.
Key Highlights
- 1Preliminary estimated alternative net investment income of approximately $305 million (pre-tax) for Q2 2025.
- 2Estimated annualized return on alternative net investments of approximately 10% for Q2 2025.
- 3Athene's pooled investment vehicle for alternative investments estimated to yield 10% annualized return.
- 4Athene's other alternative investments, including retirement services platforms, estimated to yield 8% annualized return.
- 5This information is provided prior to the official quarterly earnings release scheduled for August 5, 2025.
- 6Results are preliminary and subject to change following financial closing procedures and potential material adjustments.
- 7Athene's corporate structure overview is available on its investor relations website.