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Apollo Global Management, Inc.

$118.83下跌-1.51 (-1.25%)
研究复核截至: 2026年7月12日 上午12:00 [UTC]
研究概览近 3 个月价格投资论点关键催化剂最新财报研究近期新闻数据与研究来源

研究概览

Apollo Global Management, Inc. operates in Asset Management and Custody Banks within the financials sector. This profile tracks its company-specific earnings drivers, valuation conditions, and primary-source risks.

開盤
119.61
最高
120.87
最低
118.21
市值
685.08億
本益比
74.74
52 週高點
--
股息
1.870%
季度股利金額
--

近 3 个月价格

這裡展示近 3 個月價格走勢，幫助使用者先理解短期結構，再決定是否進入完整研究工作台。

投资论点

基础情景
Scaled private-credit origination can supply assets to funds and retirement accounts. The base case remains conditional on credit performance staying manageable.
多头情景
Scaled private-credit origination can supply assets to funds and retirement accounts. Long-duration retirement liabilities can support recurring spread-related earnings. Institutional and wealth channels can broaden fee-generating capital.
空头情景
Defaults and weaker recoveries can pressure funds and insurer assets. Unexpected withdrawals or collateral needs can strain retirement-platform liquidity. Capital, disclosure and distribution rules can change product economics.
论点失效条件
Reassess the thesis if defaults and weaker recoveries can pressure funds and insurer assets.

关键催化剂

  • Origination platform

    Scaled private-credit origination can supply assets to funds and retirement accounts.

  • Retirement services

    Long-duration retirement liabilities can support recurring spread-related earnings.

  • Third-party fundraising

    Institutional and wealth channels can broaden fee-generating capital.

主要风险

  • Credit performance

    Defaults and weaker recoveries can pressure funds and insurer assets.

  • Liability liquidity

    Unexpected withdrawals or collateral needs can strain retirement-platform liquidity.

  • Private-market regulation

    Capital, disclosure and distribution rules can change product economics.

最新财报研究

Q1 2026

Apollo's first-quarter results reflected growth in asset-management fees and retirement-services spread earnings, supported by private-credit origination.

估值解读

  • The integrated model earns a premium only if origination quality supports retirement liabilities.
  • Recurring spread earnings should be tested against credit, liquidity and regulatory stress.

同行比较入口

BLKKKRBAC

近期新闻

MT Newswires · 10 小時前

Top Midday Stories: Trump Says US to Be Guardian of Hormuz Strait; Meta to Invest Over $50 Billion in Louisiana Data Center Expansion

Bloomberg · 11 小時前

Apollo’s Slok Warns of Dollar’s Vulnerability to an AI Pullback

Bloomberg · 3 天前

EasyJet Has Private Equity Firms Going Out of Their Comfort Zone

Motley Fool · 3 天前

Private Credit Is Coming to 401(k) Plans. These Are the Alternative Asset Managers Set to Cash In.

Simply Wall St. · 3 天前

Apollo (NYSE:APO) Just Bought EasyJet For £5.7 Billion

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MT Newswires · 3 天前

Sector Update: Financial Stocks Rise Late Afternoon

数据与研究来源

研究更新: 2026年7月12日 上午12:00 [UTC]
3 个已核验来源
Apollo Reports First Quarter 2026 ResultsApollo Global Management, Inc. · earnings已核验

抓取时间: 2026/7/12 上午12:00:00 [UTC]

发布时间: 2026/5/1 上午12:00:00

查看原始来源
Apollo Global Management, Inc. Investor RelationsApollo Global Management, Inc. · company已核验

抓取时间: 2026/7/12 上午12:00:00 [UTC]

查看原始来源
Apollo Global Management, Inc. SEC filings and company factsU.S. Securities and Exchange Commission · filing已核验

抓取时间: 2026/7/12 上午12:00:00 [UTC]

发布时间: 2026/5/1 上午12:00:00

查看原始来源
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