APO SEC Filings
Apollo Global Management, Inc. - 105 total filings
Apollo Global Management, Inc. 8-K Report, Regulation FD Disclosure (Feb 19, 2026)
Apollo Global Management, Inc. (APO), through its subsidiary Athene Holding Ltd., announced an upcoming Fixed Income Investor call scheduled for February 19, 2026. This call will feature Athene's senior management providing updates on key operational and financial aspects, including current business trends, new business origination, the investment portfolio, and capital. Investors are encouraged to attend this event to gain direct insights into Athene's performance and strategic direction. A presentation related to the investor call has also been made available on Athene's Investor Relations website. The information shared during this call and in the accompanying presentation is being furnished under Regulation FD, meaning it is not formally filed with the SEC and will not be incorporated by reference into other filings unless specifically stated. This disclosure format emphasizes the direct communication of material information to investors.
Apollo Global Management, Inc. 8-K Report, Financial Results (Feb 9, 2026)
Apollo Global Management, Inc. (APO) has filed a Form 8-K on February 9, 2026, to announce its financial results for the fourth quarter and full year ended December 31, 2025. This filing primarily serves as an attachment point for the company's official earnings release and presentation, which provide detailed insights into their operational and financial performance during the specified periods. Investors should refer to the attached exhibits for a comprehensive understanding of APO's recent financial health and strategic developments. The key information for investors will be found within the press release and earnings presentation. These documents typically contain crucial metrics such as assets under management (AUM) growth, fee-related earnings (FRE), realized performance fees, net investment income, and distributions. Investors are encouraged to review these exhibits to assess the company's profitability, growth trajectory, and overall financial condition as reported by management for the 2025 fiscal year.
Apollo Global Management, Inc. 8-K Report, Financial Results (Jan 2, 2026)
Apollo Global Management, Inc. (APO) has issued a Current Report (8-K) on January 2, 2026, providing preliminary estimates for its alternative net investment income for the fourth quarter of 2025. The company anticipates approximately $325 million in pre-tax alternative net investment income, representing an estimated annualized return of 10% on its alternative net investments. This disclosure is being made prior to the official earnings release scheduled for February 9, 2026, and offers investors an early look at a key performance metric. Specifically, within its subsidiary Athene Holding Ltd., the estimated annualized return on Athene's pooled investment vehicle for alternative investments was approximately 10% for the quarter, while other alternative investments, including retirement services platforms, yielded an estimated 7%. Investors should note that these are preliminary figures, subject to potential material adjustments following the completion of financial closing procedures and independent audit. These estimates are not a substitute for audited financial statements and should not be interpreted as indicative of future performance.
Apollo Global Management, Inc. 8-K Report, Executive Changes (Dec 12, 2025)
This 8-K filing from Apollo Global Management, Inc. (APO) on December 12, 2025, primarily details significant compensation adjustments for key executive officers, specifically the Chief Financial Officer (CFO) and Chief Legal Officer (CLO). The Compensation Committee has approved substantial restricted share unit (RSU) grants to Martin Kelly (CFO) valued at $10 million and Whitney Chatterjee (CLO) valued at $13.5 million. These grants are intended to recognize performance, ensure market competitiveness, and retain these critical executives during a period of company growth and transformation. The RSUs are subject to specific vesting conditions tied to the company's performance fee income and will not deliver shares until 2029. Furthermore, executive officers, including Scott Kleinman, have been offered the ability to defer settlement of equity awards, with Mr. Kleinman electing to defer portions of his 2021 RSU awards to 2029 and 2032. These compensation actions underscore a focus on long-term value creation and alignment with shareholder interests.
Apollo Global Management, Inc. 8-K Report, Regulation FD Disclosure (Nov 24, 2025)
Apollo Global Management, Inc. (APO) has filed a Form 8-K to announce the availability of a presentation for its upcoming Retirement Services Business Update. This presentation, which is accessible via the Investor Relations section of their website (ir.apollo.com), will be used during the event scheduled for November 24, 2025. Investors seeking information on the company's retirement services strategy and performance should review this material. The filing serves as a notification that the presentation is now public, allowing investors to prepare for and engage with the information to be discussed during the business update. It's important to note that the content furnished under Item 7.01 is not considered "filed" for certain regulatory purposes, but it provides crucial insights into the company's strategic direction and operational developments within its retirement services segment.
Apollo Global Management, Inc. Quarterly Report for Q3 Ended Sep 30, 2025
Apollo Global Management, Inc. (APO) reported robust financial performance for the nine months ended September 30, 2025. Total revenues grew to $22.19 billion, a 6.5% increase year-over-year, primarily driven by strong performance in both the Asset Management and Retirement Services segments. Asset Management saw a significant 23.3% rise in management fees, bolstered by the acquisition of Bridge and organic growth within its credit and equity strategies, contributing to Fee Related Earnings (FRE) growth. The Retirement Services segment, primarily Athene, delivered a substantial increase in net investment income, up 22.2%, due to growth in its investment portfolio and favorable interest rate environments for new deployments. This drove a 4.7% increase in Spread Related Earnings (SRE). However, Principal Investing Income (PII) experienced a decline of 15.9%, largely due to lower realized performance fees and a rise in principal investing compensation. Total assets grew to $449.54 billion, reflecting the company's expanding AUM and the impact of the Bridge acquisition. The company maintained a solid liquidity position with $21.2 billion in cash and cash equivalents across its operations.
Apollo Global Management, Inc. 8-K Report, Material Agreement (Nov 7, 2025)
Apollo Global Management, Inc. (APO) has announced the successful closing of a public offering of senior notes, raising a total of $750 million. This issuance includes $400 million of 4.600% Senior Notes due 2031 and an additional $350 million of 5.150% Senior Notes due 2035. The proceeds from this offering are earmarked for general corporate purposes, indicating a strategic move to bolster the company's financial flexibility and operational capacity. The issuance was conducted under a previously established shelf registration statement and represents a material definitive agreement, as detailed in Item 1.01 of the 8-K filing. The new 2035 notes will be consolidated with the existing issuance, bringing the total outstanding principal for this series to $850 million. Investors should note that this is a debt financing transaction, increasing the company's leverage.
Apollo Global Management, Inc. 8-K Report, Financial Results (Nov 4, 2025)
Apollo Global Management, Inc. (APO) has filed a Form 8-K on November 4, 2025, to report its financial results for the third quarter ended September 30, 2025. The filing includes a summary press release and a detailed earnings presentation, which are incorporated by reference. These documents provide key financial and operational performance metrics for the quarter, offering investors insight into the company's recent performance.
Apollo Global Management, Inc. 8-K Report, Financial Results (Oct 2, 2025)
Apollo Global Management, Inc. (APO) has filed a Current Report (8-K) on October 2, 2025, providing preliminary estimates for its alternative net investment income for the third quarter ended September 30, 2025. The company anticipates alternative net investment income to be approximately $325 million pre-tax, which translates to an estimated annualized return of 10% on its alternative net investments. This disclosure is made prior to the official release of its quarterly earnings and financial supplement on November 4, 2025. Investors should note that these figures are preliminary and have not been audited or reviewed by an independent auditor. Apollo management has cautioned that actual results could differ materially due to various factors identified during the financial closing process. The report emphasizes that this preliminary data should not be considered a substitute for full U.S. GAAP financial statements or indicative of future performance, and investors should exercise caution when relying on this information.
Apollo Global Management, Inc. 8-K Report, Executive Changes (Sep 30, 2025)
Apollo Global Management, Inc. (APO) has filed a Form 8-K to report the resignation of a director, Pauline Richards, from its Board of Directors, effective September 30, 2025. The filing explicitly states that Ms. Richards' departure was not due to any disagreement with the company's management or the Board. This information is material for investors as it relates to corporate governance and board composition, although the lack of stated disagreement suggests it is a routine change. Investors should monitor future filings for any commentary on the reasons for the resignation or the process for potentially filling the vacancy.
Apollo Global Management, Inc. 8-K Report, Corporate Update (Sep 2, 2025)
Apollo Global Management, Inc. (APO) has filed a Current Report on Form 8-K to disclose the filing of a prospectus supplement covering the resale of up to 370,639 shares of its common stock. These shares are being resold by specific selling stockholders, Bridge Debt Management Company LLC and Bridge Debt Strategies Employee PI Holdco LLC, who received them under a purchase agreement dated September 1, 2025. The filing also includes legal opinions and consents related to the legality of these shares. This filing is primarily administrative, confirming the registration of these shares for resale and providing the necessary legal documentation. Investors should note that this event does not represent a new issuance of shares by the company, but rather the facilitation of resale for shares already held by these entities. The key takeaway for investors is the transparency provided regarding the potential availability of these shares in the market.
Apollo Global Management, Inc. 8-K Report, Regulation FD Disclosure (Aug 14, 2025)
Apollo Global Management, Inc. (APO) has announced that its subsidiary, Athene Holding Ltd., has released a new investor presentation titled ‘Related Party’ Investments August 2025. This presentation is available on Athene's Investor Relations website. While this filing is primarily for disclosure purposes under Regulation FD and the information is being furnished rather than filed, it signals a focus on transparency regarding related party investments by Athene. Investors interested in the specifics of these related party transactions and their potential impact on Apollo and Athene should review the newly released presentation.
Apollo Global Management, Inc. 8-K Report, Material Agreement (Aug 12, 2025)
Apollo Global Management, Inc. (APO) has filed an 8-K to report the issuance of $500 million in 5.150% Senior Notes due 2035. These notes were issued through an underwritten public offering and are backed by an indenture with U.S. Bank Trust Company, National Association, as trustee. The primary use of proceeds is for general corporate purposes, with a significant allocation designated for repaying outstanding senior secured notes and other debt of Bridge Investment Group Holdings Inc. following the consummation of APO's acquisition of Bridge Investment Group Holdings Inc. This debt issuance and its intended use signal a strategic move to finance a key acquisition and manage existing liabilities within the acquired entity. Investors should note that the issuance of these notes is part of Apollo's broader strategy, which includes the acquisition of Bridge Investment Group. The 5.150% interest rate represents the cost of this specific debt, and its long-term maturity (2035) indicates a commitment to deleveraging and financing growth over an extended period. The company has utilized a previously filed shelf registration statement and prospectus supplements to facilitate this offering, demonstrating established procedures for capital raising.
Apollo Global Management, Inc. 8-K Report, Regulation FD Disclosure (Aug 12, 2025)
Apollo Global Management, Inc. (APO) has filed a Form 8-K to announce that its subsidiary, Athene Holding Ltd., will host a Fixed Income Investor call on August 12, 2025. The primary purpose of this call is to provide investors with an update on Athene's current business trends, new business origination efforts, the performance and composition of its investment portfolio, and its capital position. Investors seeking insights into Athene's operational performance and strategic direction will find this call and its accompanying presentation material valuable. The webcast replay will be available on Athene's Investor Relations website, allowing for convenient access to the information shared by Athene's senior management team.
Apollo Global Management, Inc. Quarterly Report for Q2 Ended Jun 30, 2025
Apollo Global Management, Inc. (APO) reported its financial results for the quarter ended June 30, 2025. The company experienced a notable increase in total revenues driven by its Asset Management segment, which saw strong growth in management fees. However, total revenues for the six-month period declined due to a significant drop in investment-related gains (losses) within the Retirement Services segment, primarily attributed to unfavorable foreign exchange impacts and changes in hedging derivatives. The Retirement Services segment, operated by Athene, showed growth in net investment income, but faced higher costs due to increased interest expenses and policy and other operating expenses. The company's equity-based compensation expense, a significant operating cost, saw a slight increase in the quarter but a decrease year-over-year for the six-month period, influenced by the phasing out of certain one-time grants. Despite some headwinds, the company's overall segment income saw a substantial increase for both the three and six-month periods, driven by the robust performance of its Asset Management and Retirement Services segments.
Apollo Global Management, Inc. 8-K Report, Financial Results (Aug 5, 2025)
Apollo Global Management, Inc. (APO) has filed a Current Report (8-K) on August 4, 2025, detailing its second quarter financial results for the period ending June 30, 2025. The report primarily serves to provide investors with access to the company's earnings release and presentation. These documents, attached as exhibits, contain the comprehensive financial data and operational performance metrics for the quarter.
Apollo Global Management, Inc. 8-K Report, Regulation FD Disclosure (Aug 1, 2025)
Apollo Global Management, Inc. (APO) has filed an 8-K report on August 1, 2025, to disclose information regarding its subsidiary, Athene Holding Ltd. Athene has released an updated presentation titled 'Athene Asset Portfolio: Risk & Stress Considerations Update - August 2025 Update'. This presentation is available to investors on the Investor Relations section of Athene's website. The filing itself is for informational purposes under Regulation FD and is not considered 'filed' for other regulatory purposes, meaning it won't be automatically incorporated into other SEC filings unless specifically referenced.
Apollo Global Management, Inc. 8-K Report, Executive Changes (Jul 2, 2025)
Apollo Global Management, Inc. (APO) announced a key leadership change through an 8-K filing on July 2, 2025, reporting an event date of June 30, 2025. The Board of Directors has appointed Kristiane Kinahan as the new Chief Accounting Officer (CAO), effective immediately. This appointment signifies a move to strengthen the company's financial reporting and compliance functions with an experienced professional. Ms. Kinahan brings extensive experience in financial reporting and SEC compliance, having previously served as Managing Director and Head of Financial Reporting at Apollo since November 2021. Her prior roles at The Goldman Sachs Group, Vornado Realty Trust, and KPMG further solidify her qualifications for this critical executive position. Investors can view this as a positive development, indicating a commitment to robust financial oversight and accounting practices.
Apollo Global Management, Inc. 8-K Report, Financial Results (Jul 1, 2025)
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.
Apollo Global Management, Inc. 8-K Report, Shareholder Vote Results (Jun 6, 2025)
Apollo Global Management, Inc. (APO) filed an 8-K on June 6, 2025, detailing the results of its 2025 Annual Meeting of Stockholders held on June 5, 2025. The primary focus of this filing is the voting outcomes on key corporate governance matters, including the election of the Board of Directors and the ratification of the independent auditor. Investors can take comfort from the overwhelming approval of all director nominees and the ratification of Deloitte & Touche LLP as the Company's independent registered public accounting firm for the fiscal year ending December 31, 2025. These results indicate strong shareholder support for the current leadership and the company's financial oversight mechanisms, reinforcing stability and confidence in the company's strategic direction.
Apollo Global Management, Inc. 8-K Report, Regulation FD Disclosure (May 12, 2025)
Apollo Global Management, Inc. (APO) has filed a Current Report on Form 8-K primarily to disclose information regarding an upcoming Fixed Income Investor call hosted by its subsidiary, Athene Holding Ltd. The call, scheduled for May 12, 2025, will feature Athene's senior management providing an update on key business areas including current trends, new business origination, the investment portfolio, and capital. Investors seeking insights into Athene's performance and strategic direction should pay close attention to this event. Additionally, Athene has made a presentation available on its Investor Relations website in conjunction with the call. This 8-K filing, under Regulation FD Disclosure, serves to ensure broad and equitable dissemination of material information. Investors are encouraged to review the presentation and participate in or listen to the webcast of the investor call for detailed operational and financial updates from Athene.
Apollo Global Management, Inc. Quarterly Report for Q1 Ended Mar 31, 2025
Apollo Global Management, Inc. (APO) reported its first quarter 2025 results, showcasing continued growth across its diversified business segments. Total revenues for the quarter were $5.55 billion, a decrease from the prior year's $7.04 billion, primarily due to a significant decline in investment-related gains (losses) in the Retirement Services segment, which swung from a gain of $1.68 billion to a loss of $828 million. Despite this, the Asset Management segment demonstrated resilience with revenues growing slightly to $1.05 billion, driven by higher management and advisory fees. The Retirement Services segment reported an increase in net investment income, reflecting growth in Athene's investment portfolio and higher interest rates. Net income attributable to Apollo Global Management, Inc. common stockholders decreased year-over-year to $418 million ($0.68 per diluted share) from $1.40 billion ($2.28 per diluted share) in Q1 2024. This decline was largely influenced by the aforementioned investment-related losses in the Retirement Services segment and higher operating expenses, particularly in compensation and benefits. However, Fee Related Earnings (FRE) from the Asset Management segment increased by 21.0% to $559 million, indicating strong fee-generating revenue growth and operational efficiency. The company's total AUM also saw robust growth, reaching $785.2 billion as of March 31, 2025, up from $751.0 billion at the end of 2024, signaling continued investor confidence and successful capital deployment.
Apollo Global Management, Inc. 8-K Report, Financial Results (May 2, 2025)
Apollo Global Management, Inc. (APO) has filed an 8-K report on May 2, 2025, primarily announcing its first-quarter 2025 financial results. The filing incorporates by reference a summary press release and a detailed earnings presentation, both dated May 2, 2025, which contain the specific operational and financial performance data for the quarter ended March 31, 2025. Investors should consult these attached exhibits for a comprehensive understanding of the company's performance, including key metrics and management's commentary. The report's key purpose is to disclose the company's financial condition and operational results as of and for the first quarter of 2025. While the 8-K itself does not contain the detailed financial figures, it directs stakeholders to the accompanying press release and presentation. These documents are crucial for assessing the company's financial health, growth trajectory, and any significant developments impacting its business during the reported period. The filing also notes that the information furnished is not deemed "filed" for certain regulatory purposes, a standard disclosure for this type of report.
Apollo Global Management, Inc. 8-K Report, Executive Changes (Apr 17, 2025)
Apollo Global Management, Inc. (APO) announced significant changes to its Board of Directors through an 8-K filing on April 17, 2025. The most notable development is the appointment of Gary Cohn as Lead Independent Director, effective April 21, 2025. Mr. Cohn, a seasoned executive with extensive experience at IBM, Goldman Sachs, and in government economic policy, brings a wealth of expertise in financial markets, economic policy, and global business management. His appointment fills the vacancy left by Jay Clayton, who is transitioning to a new role. Additionally, Marc Rowan, the current CEO of Apollo, has been appointed as the Chair of the Board, also effective April 21, 2025. These leadership transitions signal a strategic strengthening of the Board's independent oversight and governance. Mr. Cohn's extensive background is expected to enhance the Board's strategic decision-making and operational oversight. The appointment of Mr. Rowan as Chair, in addition to his CEO role, centralizes leadership, and investors will be looking to the company's future communications for insights on how this dual role will be managed. The company also furnished a press release detailing these changes.
Apollo Global Management, Inc. 8-K Report, Financial Results (Apr 2, 2025)
Apollo Global Management, Inc. (APO) has filed a Current Report (8-K) on April 2, 2025, providing preliminary estimates for its alternative net investment income for the first quarter ended March 31, 2025. The company anticipates approximately $290 million in pre-tax alternative net investment income, representing an estimated annualized return of 9% on its alternative net investments. This disclosure offers investors an early look at a key performance indicator ahead of the official quarterly earnings release on May 2, 2025. Key components of this income include an estimated 10% annualized return from Athene's investment in a pooled investment vehicle housing the majority of its alternatives portfolio, and an estimated 6% annualized return from other Athene alternative investments, including retirement services platforms. While these preliminary figures provide valuable insights into Apollo's performance drivers, investors are cautioned that these are unaudited estimates and actual results could differ materially. The company emphasizes that these preliminary results are not a substitute for full GAAP financial statements and should not be seen as indicative of future performance.
Apollo Global Management, Inc. 8-K Report, Executive Changes (Feb 26, 2025)
Apollo Global Management, Inc. (APO) has filed an 8-K reporting a key executive change. Louis-Jacques Tanguy is stepping down as the Company's Chief Accounting Officer and Controller, effective March 1, 2025. This change is concurrent with his appointment as Executive Vice President and Chief Financial Officer of Athene Holding Ltd., a significant entity within Apollo's ecosystem. In response to Mr. Tanguy's departure, Martin Kelly, the Company's Chief Financial Officer, will assume the role of principal accounting officer on an interim basis. The Company has initiated a search for a permanent replacement. Investors should note that Mr. Kelly's compensation will remain unchanged during this interim period. While this marks a change in a critical accounting role, the interim solution and the company's ongoing search for a replacement aim to ensure operational continuity.
Apollo Global Management, Inc. Annual Report, Year Ended Dec 31, 2024
Apollo Global Management, Inc. (APO) reported strong performance for the fiscal year ending December 31, 2024, with total revenues reaching $26.1 billion, a decrease of 20.0% from the prior year, primarily driven by a significant drop in premiums within its Retirement Services segment. However, the Asset Management segment demonstrated robust growth, with revenues increasing by 19.1% to $4.2 billion, fueled by higher management fees, advisory and transaction fees, and investment income. Fee Related Earnings (FRE) for the Asset Management segment saw a healthy increase of 16.7% to $2.1 billion. The Retirement Services segment's net investment income rose by 30.1% to $15.7 billion, supporting a 3.7% increase in Spread Related Earnings (SRE) to $3.2 billion, despite higher costs of funds. Principal Investing Income (PII) more than doubled, reaching $271 million, driven by a substantial increase in realized performance fees. The company's total assets grew to $377.9 billion, supported by strong capital deployment and growth across its platforms. Apollo also declared a quarterly common stock dividend of $0.4625 per share, signaling confidence in its ongoing financial performance and commitment to shareholder returns.
Apollo Global Management, Inc. 8-K Report, Regulation FD Disclosure (Feb 13, 2025)
Apollo Global Management, Inc. (APO) has filed a Current Report (8-K) to disclose information regarding a Fixed Income Investor call hosted by its subsidiary, Athene Holding Ltd. The call, scheduled for February 13, 2025, will feature Athene's senior management providing updates on key aspects of its business. Investors can expect insights into current business trends, new business origination, the performance and composition of its investment portfolio, and its capital position. This event is significant for APO investors as Athene is a crucial component of Apollo's overall strategy and financial performance. The information shared during the call and the accompanying presentation, made available on Athene's Investor Relations website, will offer a detailed look into the operational and financial health of this significant subsidiary. Investors should monitor these updates for potential implications on Apollo's future earnings and strategic direction.
Apollo Global Management, Inc. 8-K Report, Financial Results (Feb 4, 2025)
Apollo Global Management, Inc. (APO) has filed a Current Report on Form 8-K to announce its financial results for the fourth quarter and full year ended December 31, 2024. The report primarily serves to incorporate by reference a summary press release and a detailed earnings presentation, both dated February 4, 2025, which contain the specific financial performance details. Investors should refer to these attached exhibits for a comprehensive understanding of APO's operational and financial condition during the reported periods. The filing itself does not provide the detailed financial figures but directs stakeholders to the accompanying documents. These exhibits are expected to cover key metrics such as assets under management (AUM) growth, realized performance fees, distributable earnings, and other critical performance indicators relevant to Apollo's alternative investment platform. Investors are advised to review these materials to assess the company's profitability, strategic advancements, and outlook for the upcoming fiscal year.
Apollo Global Management, Inc. 8-K Report, Executive Changes (Jan 31, 2025)
Apollo Global Management, Inc. (APO) has filed an 8-K detailing significant updates concerning executive compensation, corporate governance, and philanthropic initiatives. A key development is the renewal of CEO Marc Rowan's employment agreement for the next five years. While his base salary remains nominal at $100,000 annually, the agreement introduces a performance-based incentive tied to a percentage of performance fee income from managed funds, with a target annual value of $10 million, subject to one-year vesting. Mr. Rowan has elected to defer the initial payout for three years, signaling a strong commitment to long-term alignment with the company. In addition to executive matters, APO is significantly enhancing its philanthropic efforts by establishing a new donor-advised fund with an initial contribution of $200 million, which Mr. Rowan will help guide over the next five years. This builds upon the previously announced $100 million commitment to the Apollo Opportunity Foundation. The company also announced an increase in its Board size to seventeen directors and the appointment of Brian Leach as an independent director, who brings significant financial expertise and will serve on the Audit Committee.
Apollo Global Management, Inc. 8-K Report, Executive Changes (Jan 15, 2025)
Apollo Global Management, Inc. (APO) announced a significant leadership change through an 8-K filing on January 15, 2025. The independent members of the Board of Directors approved the immediate appointment of Jim Zelter as President of Apollo Global Management, Inc. effective January 9, 2025. This new role sees Mr. Zelter stepping down from his previous position as Co-President of Apollo Asset Management, Inc., though he will continue to serve as a member of the AGM Board. Crucially for investors, the filing specifies that there are no changes to Mr. Zelter's existing employment agreement or compensation structure in connection with this promotion. This suggests a seamless transition and no immediate increase in executive compensation costs related to this specific appointment. Further details regarding Mr. Zelter's background and related party transactions can be found in APO's April 26, 2024 Proxy Statement.
Apollo Global Management, Inc. 8-K Report, Financial Results (Jan 2, 2025)
Apollo Global Management, Inc. (APO) has filed a Current Report (8-K) on January 2, 2025, to provide a preliminary estimate of its alternative net investment income for the fourth quarter of 2024. The company anticipates alternative net investment income to be approximately $265 million (pre-tax), reflecting an estimated annualized return of 9% on alternative net investments. This disclosure, made prior to the official earnings release scheduled for February 4, 2025, offers an early look at performance drivers, particularly within its subsidiary Athene Holding Ltd. Investors should note that these are preliminary figures, and actual results may differ materially once the full financial statements are prepared and audited. The report highlights strong performance within Athene's pooled investment vehicle, with an estimated annualized return of 11% on its alternative investments. While this preliminary data provides valuable insight, it is not a substitute for the comprehensive financial results expected next month, and caution is advised in its interpretation.
Apollo Global Management, Inc. 8-K Report, Executive Changes (Dec 13, 2024)
Apollo Global Management, Inc. (AGM) has announced a significant equity award to its Chief Financial Officer, Martin Kelly. On December 9, 2024, the Compensation Committee approved the grant of Restricted Stock Units (RSUs) valued at $10 million. This award is intended to recognize Mr. Kelly's performance, ensure his retention, and better align his compensation with industry peers. The RSUs are scheduled to be granted on December 20, 2024, and are structured to provide an intended value of approximately $3.3 million annually over the next three years. However, the vesting and delivery of the underlying shares are contingent upon AGM meeting specific performance fee income requirements, with delivery not expected until 2028. The award includes provisions for retention, with share delivery delayed if Mr. Kelly resigns voluntarily before the end of 2027, and forfeiture under circumstances such as termination for cause or breach of restrictive covenants. Dividend equivalents will be paid on the RSUs.
Apollo Global Management, Inc. 8-K Report, Corporate Update (Dec 9, 2024)
Apollo Global Management, Inc. (APO) has filed an 8-K report detailing an amendment to its insider trading policy. This amendment permits a select group of senior leaders, including CEO Marc Rowan, to enter into prepaid variable forward contracts (PVFCs) and pledge company shares. The stated purpose is to allow these executives to access liquidity from their holdings while potentially reducing market sales and retaining voting rights and upside participation in the company's stock. These transactions are subject to strict conditions, including limitations on the number of shares involved and a one-year lock-up agreement on remaining shares.
Apollo Global Management, Inc. 8-K Report, Regulation FD Disclosure (Nov 14, 2024)
Apollo Global Management, Inc. (APO) has filed an 8-K to announce that its subsidiary, Athene Holding Ltd., will host a Fixed Income Investor conference call on November 14, 2024. This call is designed to provide an update on Athene's current business trends, new business origination, its investment portfolio, and capital position. Investors looking for insights into a key segment of Apollo's operations, particularly its insurance and retirement services arm, should pay close attention to this event. The company has also made a presentation available on Athene's Investor Relations website in conjunction with the conference call. This filing is primarily a Regulation FD disclosure, meaning the information is being furnished rather than filed, and is intended to ensure broad public dissemination of material information regarding Athene's performance and outlook. Investors should monitor this event for potential updates that could impact Apollo's overall valuation and strategic direction.
Apollo Global Management, Inc. Quarterly Report for Q3 Ended Sep 30, 2024
Apollo Global Management, Inc. (APO) reported its third-quarter results for the period ending September 29, 2024. The company demonstrated strong growth across its segments, with total revenues reaching $7.8 billion, a significant increase driven by the Retirement Services segment. This growth was primarily fueled by a substantial rise in investment-related gains and net investment income, reflecting favorable market conditions and Athene's expanding investment portfolio. The Asset Management segment also showed resilience, with management fees and advisory and transaction fees contributing positively. Fee Related Earnings (FRE) for Asset Management grew by 12.5% year-over-year, underscoring the segment's stable revenue generation. While expenses increased across both segments, largely due to higher compensation, operating expenses, and actuarial adjustments in Retirement Services, the company's overall profitability remained robust. Net income attributable to common stockholders was $787 million for the quarter. The company's liquidity position appears solid, with significant cash and cash equivalents and available credit facilities. Apollo continues to execute on its capital allocation strategy, including share repurchases and dividend payments, reflecting confidence in its ongoing performance.
Apollo Global Management, Inc. 8-K Report, Financial Results (Nov 5, 2024)
Apollo Global Management, Inc. (APO) has filed a Current Report on Form 8-K on November 5, 2024, to announce its financial results for the third quarter ended September 30, 2024. The report primarily serves to incorporate by reference the company's summary press release and detailed earnings presentation, both dated November 5, 2024, which contain the actual financial and operational performance data. Investors should refer to the attached exhibits (Exhibit 99.1 and Exhibit 99.2) for a comprehensive understanding of APO's performance in Q3 2024. These documents will detail key financial metrics, operational achievements, and the company's outlook. The filing itself is procedural, providing official notification and access to the detailed results that were released concurrently.
Apollo Global Management, Inc. 8-K Report, Material Agreement (Oct 10, 2024)
Apollo Global Management, Inc. (APO) has filed an 8-K detailing the issuance of $500 million in 6.000% Fixed-Rate Resettable Junior Subordinated Notes due 2054. This offering, completed on October 10, 2024, is intended for general corporate purposes. A significant portion of the proceeds will be used to redeem the company's outstanding $300 million in 4.950% Fixed-Rate Resettable Subordinated Notes due 2050, along with associated fees and expenses. The new notes carry a fixed interest rate of 6.000% until December 15, 2034. After this date, the interest rate will reset every five years based on the Five-Year U.S. Treasury Rate plus a spread of 2.168%. Interest payments are scheduled semi-annually in arrears, commencing June 15, 2025, though the company retains the right to defer interest payments. This issuance is part of Apollo's ongoing capital management strategy and is registered under an automatic shelf registration statement.
Apollo Global Management, Inc. 8-K Report, Regulation FD Disclosure (Oct 1, 2024)
Apollo Global Management, Inc. (APO) has filed an 8-K to disclose that it has posted a presentation for its Investor Day, scheduled for October 1, 2024. This presentation will be available on the Investor Relations section of their website, ir.apollo.com. While the filing itself does not contain new financial results or material strategic announcements, it serves as a notification of the upcoming Investor Day event and the availability of associated materials. Investors interested in Apollo's strategic outlook, performance updates, and forward-looking statements should refer to the presentation that will be made available following this disclosure.
Apollo Global Management, Inc. 8-K Report, Regulation FD Disclosure (Aug 8, 2024)
Apollo Global Management, Inc. (APO) has filed an 8-K report to announce that its subsidiary, Athene Holding Ltd., will be hosting a Fixed Income Investor conference call on August 8, 2024. The call is scheduled for 10:00 a.m. ET and will feature updates from Athene's senior management on key business areas including current trends, new business origination, its investment portfolio, and capital management. This event provides an opportunity for investors to gain direct insight into the operational and strategic performance of a significant segment of Apollo's business. Investors interested in Athene's performance and outlook should pay close attention to the discussions regarding business trends and origination, as these are likely to influence future revenue and profitability. The presentation of the investment portfolio and capital updates will offer crucial details on risk management, asset allocation, and the company's financial strength. A presentation related to this conference call is also available on Athene's Investor Relations website, offering supplementary information for analysis.
Apollo Global Management, Inc. Quarterly Report for Q2 Ended Jun 30, 2024
Apollo Global Management, Inc. (APO) reported its second-quarter 2024 financial results, showcasing strong growth across its core businesses. The Asset Management segment saw a significant increase in revenues, driven by higher investment income and advisory fees, reflecting growth in assets under management and increased activity in its credit solutions business. The Retirement Services segment, operated by Athene, experienced a substantial rise in net investment income, demonstrating effective deployment of capital in a higher interest rate environment, although premium revenues saw a notable decline, primarily due to a reduction in pension group annuity premiums. Overall, the company demonstrated robust financial performance, with total revenues for the quarter reflecting the contributions from both segments. Total assets under management grew to $696.3 billion. The company's balance sheet remains strong, with ample liquidity and available credit facilities. Management highlighted the strategic importance of capital deployment and disciplined investing as key drivers for future growth and profitability. The company also maintained a positive outlook on the alternative investment market.
Apollo Global Management, Inc. 8-K Report, Financial Results (Aug 1, 2024)
Apollo Global Management, Inc. (APO) filed an 8-K on August 1, 2024, to report its financial results for the second quarter ended June 30, 2024. The filing primarily serves to attach the company's earnings press release and presentation, which provide the detailed financial performance and operational highlights for the quarter. Investors should refer to these attached exhibits for a comprehensive understanding of APO's second-quarter performance. While the 8-K itself is brief, it signals that APO has publicly disclosed its latest financial outcomes. The press release and earnings presentation, incorporated by reference, contain the substantive information regarding revenue, earnings, assets under management (AUM) growth, and any strategic updates. These documents are crucial for investors seeking to assess the company's financial health and future outlook.
Apollo Global Management, Inc. 8-K Report, Regulation FD Disclosure (Jul 3, 2024)
Apollo Global Management, Inc. (APO) has filed a Form 8-K to disclose that its subsidiary, Athene Holding Ltd., has made a presentation available concerning perspectives on commercial real estate. This presentation is accessible on Athene's Investor Relations website. While this filing is being furnished, it is important for investors to note that the information is not considered "filed" for the purposes of Section 18 of the Securities Exchange Act of 1934, nor will it be automatically incorporated by reference into future filings unless explicitly stated. Investors seeking detailed insights into Apollo's (and by extension, Athene's) views on the commercial real estate sector should refer directly to the presentation on the provided website.
Apollo Global Management, Inc. 8-K/A Report, Shareholder Vote Results (Jun 25, 2024)
Apollo Global Management, Inc. (APO) has filed an amendment to its previously issued Form 8-K, clarifying minor typographical errors in the voting results from its 2024 Annual Meeting of Stockholders held on June 23, 2024. The amendment primarily serves to correct the vote tabulation for director elections and the ratification of its independent auditor. Importantly, the company states that these corrections do not alter any of the voting outcomes. The filing confirms the election of all 16 director nominees and the ratification of Deloitte & Touche LLP as the independent registered public accounting firm for the fiscal year ending December 31, 2024. For investors, this filing is a procedural update rather than a material event impacting the company's operations or financial standing. The overwhelming support for director nominees and the auditor ratification indicates continued shareholder confidence in the current board and audit firm. Investors should refer to the original 8-K filing for a comprehensive understanding of the matters voted upon, as this amendment only addresses specific tabulation corrections.
Apollo Global Management, Inc. 8-K Report, Shareholder Vote Results (Jun 24, 2024)
This 8-K filing from Apollo Global Management, Inc. (APO) reports on the outcomes of its 2024 Annual Meeting of Stockholders held on June 24, 2024. The primary focus is on the voting results for the election of directors and the ratification of the company's independent auditor. All director nominees presented for election were approved by stockholders, indicating continued confidence in the current board's leadership and strategy. Additionally, the appointment of Deloitte & Touche LLP as the independent registered public accounting firm for the fiscal year ending December 31, 2024, was overwhelmingly ratified. These outcomes suggest a smooth and routine annual meeting with no significant shareholder dissent on the key governance matters presented.
Apollo Global Management, Inc. 8-K Report, Regulation FD Disclosure (Jun 21, 2024)
Apollo Global Management, Inc. (APO) announced a significant positive development regarding its subsidiary, Athene Holding Ltd. (AHL). AM Best, a reputable rating agency, has upgraded the financial strength ratings of Athene's primary insurance subsidiaries (the "Athene Group") to "A+" (Superior) from "A" (Excellent). Concurrently, the long-term issuer credit rating for the Athene Group was improved to "aa-" (Superior) from "a+" (Excellent).
Apollo Global Management, Inc. 8-K Report, Regulation FD Disclosure (Jun 17, 2024)
This 8-K filing from Apollo Global Management, Inc. (APO) announces that its subsidiary, Athene Holding Ltd. ("Athene"), has made a presentation available regarding its corporate structure. The presentation, titled "Overview of Athene’s Corporate Structure," can be found on Athene's Investor Relations website. This disclosure is being made under Regulation FD and is intended to provide transparency to investors regarding Athene's organizational details. While the information is furnished and not deemed "filed" under the Exchange Act, it serves as an important communication channel for stakeholders interested in Athene's operations and structure as a significant part of Apollo's business.
Apollo Global Management, Inc. 8-K Report, Material Agreement (May 21, 2024)
Apollo Global Management, Inc. (APO) filed an 8-K on May 20, 2024, to report the issuance of $750 million in aggregate principal amount of 5.800% Senior Notes due 2054. These notes were issued under a new indenture and bear interest semi-annually, with the first payment due on November 21, 2024. The company intends to use the net proceeds from this offering for general corporate purposes, indicating a strategic move to bolster its capital structure and operational flexibility. This debt issuance, which closed on May 21, 2024, was executed under a previously effective shelf registration statement. Investors should note that this is a long-term debt instrument with a maturity of 30 years. The inclusion of various legal opinions and an underwriting agreement among the filed exhibits underscores the formal process undertaken for this significant financing event. The direct financial obligation created by these notes is a key takeaway for investors assessing APO's leverage and financing strategies.
Apollo Global Management, Inc. 8-K Report, Regulation FD Disclosure (May 9, 2024)
Apollo Global Management, Inc. (APO) has filed an 8-K report to announce that its subsidiary, Athene Holding Ltd., will host a Fixed Income Investor conference call on May 9, 2024. The primary purpose of this call is to provide an update on Athene's business trends, origination activities, investment portfolio, and capital position. Investors interested in Athene's performance and strategy will want to pay close attention to the insights shared by its senior management team during this event. Additionally, Athene has made a presentation available on its Investor Relations website in conjunction with the conference call. This filing is primarily for informational purposes under Regulation FD and does not involve new financial results or material operational changes being officially filed at this time. The key takeaway for investors is the proactive communication from Athene regarding its fixed income business, signaling transparency and an opportunity to gauge its current standing and future outlook.
Apollo Global Management, Inc. Quarterly Report for Q1 Ended Mar 31, 2024
Apollo Global Management, Inc. (APO) reported strong financial results for the first quarter of 2024, driven by robust performance across its Asset Management and Retirement Services segments. Total revenues increased by 32.8% year-over-year to $7.04 billion, primarily fueled by a significant 36.9% rise in net investment income within the Retirement Services segment. This growth was supported by an expanding investment portfolio and higher interest rates. Fee Related Earnings (FRE) for the Asset Management segment also showed healthy growth, increasing by 16.4% to $462 million, indicating strong management fee generation and growth in Assets Under Management (AUM). Net income attributable to Apollo Global Management, Inc. common stockholders surged by 38.9% to $1.40 billion. The company's strategic focus on its core businesses, coupled with favorable market conditions, contributed to this performance. Apollo's AUM grew to $671 billion, demonstrating continued investor confidence and effective capital deployment. The company's liquidity remains strong, with substantial cash reserves and available credit facilities, positioning it well for future growth and strategic initiatives.