US03769M1062 - Apollo Global Management Inc.

Und auch dieses Unternehmen hat es vor einiger Zeit auf meine Watchlist gebracht. Es handelt sich um eine der größten Private-Equity-Gesellschaften der Welt: 

Webseite: https://www.apollo.com

Wikipedia: https://de.wikipedia.org/wiki/Apollo_Global_Management

Dem Konzern gehören u.a. Unternehmen wie Yahoo, Pitnew Bowes, aber auch die Oldenburgische Landesbank... liest sich interessant. 

 

Apollo Global Management: Why I Think Shares Could Double In 4 Years
(SeekingAlpha, 13. Okt. 2022)

 

AGM interessiert sich offenbar für die Credit Suisse:  

P.S.: Also für das Asset Management der Credit Suisse. Nicht gleich für die ganze Schweizer Bank...  

 

Apollo Global Management ist übrigens auch im ETF Listed Private Equity mit aktuell ca. 4,24% enthalten, falls jemand lieber auf dem Weg investieren möchte. Zu diesem ETF hatte ich vor einiger Zeit mal den weiter unten verlinkten, separaten Einzelthread eröffnet. 

 

 

 

Interview mit dem CEO:
 

https://seekingalpha.com/news/...4-earnings-beat-as-inflows-boost-aum

Apollo Global Q4 earnings beat as inflows boost AUM
Feb. 04, 2025 8:55 AM ETApollo Global Management, Inc. (APO) StockBy: Max Gottlich, SA News Editor
Apollo Global Management (NYSE:APO) on Tuesday turned in Q4 earnings that topped Wall Street expectations as healthy inflows continued to boost the private equity firm's assets under management.

Q4 adjusted EPS of $2.22, beating the $1.89 average analyst estimate, climbed from $1.85 in the prior quarter and $1.91 a year earlier.

Fee-related earnings advanced to $554M in Q4 from $531M in Q3 and $457M in Q4 2023.

Total AUM of $751B, benefitting from inflows of $33B, rose from $651B in the previous quarter and $548M in the year-ago period.

The year-over-year increase in AUM, Apollo (NYSE:APO) said, reflected $81B of inflows from its Asset Management segment and $71B of gross inflows from Retirement Services, as well as mark-to-market appreciation, partially offset by $59B of outflows mainly driven by normal course activity at Athene and $23 billion of realization activity.

Dry powder of $61B at the end of the three-month period ended Dec. 31, 2024, compared with $64B at the end of Q3.

Origination volume also ticked down to $61B from $62B in Q3.  

https://www.rttnews.com/3534797/...it-decreases-misses-estimates.aspx


Apollo Global Management, LLC (APO) announced a profit for first quarter that decreased from last year and missed the Street estimates.

The company's bottom line came in at $418 million, or $0.68 per share. This compares with $1.403 billion, or $2.28 per share, last year.

Excluding items, Apollo Global Management, LLC reported adjusted earnings of $1.119 billion or $1.82 per share for the period.

Analysts on average had expected the company to earn $1.84 per share. Analysts' estimates typically exclude special items.

The company's revenue for the period fell 21.2% to $5.548 million from $7.040 million last year.

Apollo Global Management, LLC earnings at a glance (GAAP) :

-Earnings: $418 Mln. vs. $1.403 Bln. last year.
-EPS: $0.68 vs. $2.28 last year.
-Revenue: $5.548 Mln vs. $7.040 Mln last year.


https://seekingalpha.com/news/...ium=referral&feed_item_type=news

Apollo Global Management raises quarterly dividend by 10.35 to $0.51/share
May 02, 2025 6:55 AM ETApollo Global Management, Inc. (APO) StockBy: Urvi Shah, SA News Editor
Apollo Global Management (NYSE:APO) declares $0.51/share quarterly dividend, 10.3% increase from prior dividend of $0.46.
Forward yield 1.48%
Payable May 30; for shareholders of record May 16; ex-div May 16.  

Apollo Global sieht mit der neuen Bundesregierung Investitionschancen in Deutschland.

https://www.ft.com/content/1391b1ff-2ce8-4f9e-b63f-7cf5c918047b  

Apollo Global Management hat seine Finanzergebnisse für das zweite Quartal 2025 bekannt gegeben und dabei die Analystenerwartungen übertroffen. Mit einem Gewinn pro Aktie (EPS) von 1,92 USD gegenüber einer Prognose von 1,84 USD gelang eine positive Überraschung von 4,35 %. Der Umsatz erreichte 6,81 Milliarden US-Dollar und lag damit deutlich über den erwarteten 4,57 Milliarden US-Dollar. Die Aktie des Unternehmens reagierte positiv und stieg im vorbörslichen Handel um 3,86 %.

weiter hier:

https://de.investing.com/news/transcripts/...t-prognosen-93CH-3098140