Most investors are excessively focused on short-term results. This often leads to some interesting opportunities to buy the dip. I present 2 of my favorite dividend stocks to buy right now.
APO accelerates growth with acquisitions, bank partnerships, and a $1.5T AUM target, aiming to boost earnings and shareholder returns.
Apollo Global Management, Inc. (NYSE:APO ) Q2 2025 Earnings Conference Call August 5, 2025 8:30 AM ET Company Participants James Charles Zelter - President & Director Marc Jeffrey Rowan - Co-Founder, CEO & Chairman of the Board Martin Bernard Kelly - CFO & Partner Noah Gunn - MD of Finance & Global Head of Investor Relations in New York Conference Call Participants Alexander Blostein - Goldman Sachs Group, Inc., Research Division Benjamin Elliot Budish - Barclays Bank PLC, Research Division Brian Bertram Bedell - Deutsche Bank AG, Research Division Glenn Paul Schorr - Evercore ISI Institutional Equities, Research Division John Bakewell Barnidge - Piper Sandler & Co., Research Division Kenneth Brooks Worthington - JPMorgan Chase & Co, Research Division Kyle Kenneth Voigt - Keefe, Bruyette, & Woods, Inc., Research Division Michael J. Cyprys - Morgan Stanley, Research Division Michael Patrick Davitt - Autonomous Research US LP William Raymond Katz - TD Cowen, Research Division Wilma Carter Jackson Burdis - Raymond James & Associates, Inc., Research Division Operator Good morning, and welcome to Apollo Global Management's Second Quarter 2025 Earnings Conference Call.
The headline numbers for Apollo Global Management (APO) give insight into how the company performed in the quarter ended June 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
Apollo Global Management is structurally advantaged by its hybrid model, combining insurance, origination, and asset management for resilient, recurring earnings and scalable AUM growth. The market undervalues APO's strong free cash flow, robust fee-related earnings, and exposure to megatrends in private credit and yield solutions. Key catalysts include sustained origination volumes, successful Bridge Investment Group integration, macro stabilization, and potential regulatory changes expanding access to alternatives.
Private credit is booming as banks step back, and private lenders fill the gap, offering tailored loans and strong income potential. I see a long-term opportunity. Still, I remain cautious. This fast-growing market lacks transparency and liquidity, making it vital to focus on the strongest, most resilient players. Rather than chasing high yields, I prefer asset managers positioned for sustainable growth, income expansion, and long-term compounding from this trend.
Over the past 20 years, alternative assets (like private equity, hedge funds, real estate, infrastructure, and venture capital) have grown significantly in importance. They used to make up just 6% of all global assets under management (AUM)—which is the total amount of money managed by investment firms.
Apollo Global Management, Inc. (NYSE:APO ) Q1 2025 Earnings Conference Call May 2, 2025 8:30 AM ET Company Participants Noah Gunn - Global Head, Investor Relations Marc Rowan - Chief Executive Officer Jim Zelter - President Martin Kelly - Chief Financial Officer Conference Call Participants Glenn Schorr - Evercore ISI Steven Chubak - Wolfe Research Alex Blostein - Goldman Sachs Bill Katz - TD Cowen Patrick Davitt - Autonomous Research Ken Worthington - JPMorgan Chase Mike Brown - Wells Fargo Benjamin Budish - Barclays John Barnidge - Piper Sandler Operator Good morning, and welcome to Apollo Global Management's First Quarter 2025 Earnings Conference Call. During today's discussion all callers will be placed in listen-only mode and following management's prepared remarks the conference call will be open for question.
While the top- and bottom-line numbers for Apollo Global Management (APO) give a sense of how the business performed in the quarter ended March 2025, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
APO's first-quarter 2025 results are likely to reflect a higher AUM balance and a rise in expenses.
We live in a world full of financial traps, from slick sales tactics to overly complex investment products. I've seen firsthand how damaging this can be. When markets get rocky, some firms roll out shiny "new" ideas, which are often costly, complex, and timed just right to take advantage of investor uncertainty. I stay cautious. Instead of chasing complicated alternatives, I prefer sticking to solid, undervalued dividend investments that align with long-term goals, and I share a few favorites.
Apollo Global Management's Reset Rate Junior Subordinated Notes offer a 7.625% annual interest until 2028, with a potential reset rate based on five-year US Treasury yields plus 3.226%. APOS is currently trading at $26.04 with a Yield-To-Call of 6.54%, and is rated BBB+ by S&P and Fitch, and A3 by Moody's. Apollo Global Management is a stable, leading global alternative asset manager with strong credit ratings, consistent dividend payments, and a solid capital structure.