The headline numbers for Apollo Global Management (APO) give insight into how the company performed in the quarter ended December 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
Artificial intelligence is adding a new layer of uncertainty to the private credit industry. The concerns center on how deeply private credit portfolios are tied to industries most exposed to AI-driven disruption.
APO is scheduled to report Q4 results with earnings expected to decline year over year, and higher expenses offsetting AUM growth.
The market is pricing in a disaster that the data still refuses to confirm. Deep discounts and double-digit yields are colliding in an overlooked corner of the market. If sentiment flips, the upside could surprise even seasoned income investors.
Besides Wall Street's top-and-bottom-line estimates for Apollo Global Management (APO), review projections for some of its key metrics to gain a deeper understanding of how the company might have fared during the quarter ended December 2025.
A few scary headlines have investors running, but the data tells a very different story. Deep discounts are opening up where fundamentals remain unusually strong. This misunderstood corner of the market may offer rare income upside.
Business development companies offer high yields, but investors must be wary of yield traps and underlying credit risks. Premium BDCs like Main Street Capital, Hercules Capital, and Capital Southwest justify higher valuations with strong management, healthy portfolios, and resilient dividends. Recent outflows and dividend cuts reflect investor disappointment with falling rates, but top-tier BDCs remain well positioned for a supportive environment.
APO posts preliminary Q4 alternative net investment income of $325M, a 10% annualized return that exceeds last year's result.
The market's favorite AI trades may already be priced for perfection. A quieter corner of the AI boom is generating real cash flows. Dividend growth investors may be looking in all the wrong places.
Apollo Global Management, Inc. (APO) Presents at Goldman Sachs 2025 U.S. Financial Services Conference Transcript
Apollo Global Management (APO) reported earnings 30 days ago. What's next for the stock?
Apollo Global Management, Inc. ( APO ) Discusses Retirement Services Business Update, Growth Strategy and Financial Performance November 24, 2025 1:00 PM EST Company Participants Noah Gunn - MD of Finance & Global Head of Investor Relations in New York Marc Rowan - Co-Founder, CEO & Chairman of the Board Grant Kvalheim - Chief Executive Officer Martin Kelly - CFO & Partner Louis-Jacques Tanguy - Executive VP & CFO Conference Call Participants William Katz - TD Cowen, Research Division Christoph Kotowski - Oppenheimer & Co. Inc., Research Division Patrick Davitt - Autonomous Research US LP Glenn Schorr - Evercore ISI Institutional Equities, Research Division Brennan Hawken - BMO Capital Markets Equity Research Alexander Blostein - Goldman Sachs Group, Inc., Research Division Steven Chubak - Wolfe Research, LLC Wilma Jackson Burdis - Raymond James & Associates, Inc., Research Division Michael Brown Benjamin Budish - Barclays Bank PLC, Research Division Presentation Noah Gunn MD of Finance & Global Head of Investor Relations in New York Good afternoon, everyone, and welcome. I appreciate everyone who is able to join us in the room.