Apollo Global Management LLC Class A (APO)

Nov 12, 2026

NVIDIA Corp.'s CEO, Jensen Huang, has resigned, raising questions about the future of the AI boom. Private equity firms like Apollo Global Management, Blackstone Inc., Brookfield Asset Management, and KKR & Co. have significant investments in AI infrastructure, including data centers, computing capacity, and power generation, positioning them to be impacted by Nvidia's leadership change. These firms have also partnered with Nvidia on initiatives to mobilize capital for AI infrastructure development.

Nov 12, 2026

Hilton Worldwide Holdings plans to nearly triple its Waldorf Astoria Residences portfolio to 34 properties and 3,498 units by 2030, including 22 in the pipeline. This expansion heavily features standalone residential towers, broadening the brand's reach among U.S. developers, with Florida leading the U.S. residential expansion. The growth reflects a wider market trend of branded residences expanding beyond major cities, driven by strong buyer demand and record-breaking sales.

Nov 11, 2026

This article discusses how the convergence of public and private credit markets is changing how companies secure financing and expanding opportunities for multi-asset credit (MAC) investors. Brian Weinstein, Apollo Partner, explains how MAC strategies are evolving to include a wider range of public and private corporate credit and asset-backed finance, moving beyond traditional allocations to high-yield bonds, leveraged loans, and emerging market debt. The article highlights the importance of an integrated approach to evaluating these diverse instruments, enabling investors to identify relative value, manage common exposures, and direct capital efficiently across the entire credit spectrum.

Nov 11, 2026

Goldman Sachs, HSBC, and Fortress Investment Group are collaborating with Middle East fund managers to provide $150 million in financing for United Saudi Company. This deal marks Fortress's entry into Saudi Arabia's private credit market and is one of the first major international lending transactions since the U.S.-Iran war began in February. Saudi Arabia is increasingly relying on private investors to support Crown Prince Mohammed bin Salman's economic transformation initiatives, especially as the conflict strains government finances and local banks face liquidity issues.

Nov 11, 2026

Global investment firm Carlyle has partnered with SEI Investments to launch the SEI Carlyle Private Markets Fund (PRVTX), a closed-end interval fund designed to provide wealth investors with diversified exposure to private equity, private credit, and real assets. The fund combines Carlyle's private markets expertise with SEI's portfolio construction and management capabilities, offering access to strategies typically limited to institutional investors. This collaboration aims to broaden individual investors' participation in private markets and expand SEI's investment offerings.

Nov 10, 2026

Bain Capital Specialty Finance (BCSF) reported solid Q3 2026 results with net investment income of $0.43 per share, covering its $0.42 per share dividend. The company maintained a disciplined approach to new investments, focusing on first lien senior secured loans, and declared a Q4 dividend of $0.42 per share. Management is evaluating dividend policy adjustments for 2027 and noted stable credit quality despite a slight decrease in NAV.

Nov 10, 2026

European companies are significantly increasing capital expenditure, with the capex-to-sales ratio nearing a decade high. Utilities, defense, and information technology are the primary drivers of this resurgence, contrasting with the US capex cycle which is largely dominated by AI. This rebound signals a global industrial renaissance, particularly in infrastructure, defense, and power sectors across Europe.

Nov 10, 2026

Candriam S.C.A. significantly increased its stake in Apollo Global Management Inc. by 196.5% during the third quarter, acquiring an additional 82,894 shares. This move is part of a broader trend of institutional investors modifying their holdings in the financial services provider. The article also details recent insider transactions and analyst ratings, with the company maintaining an average "Moderate Buy" rating.

Nov 10, 2026

Fulcrum Asset Management LLP significantly increased its stake in Apollo Global Management Inc. (NYSE:APO) by 447.2% in the third quarter, acquiring an additional 27,731 shares. This boosted their total holdings to 33,932 shares, valued at $3,938,000. Other institutional investors also adjusted their positions, while analysts have a "Moderate Buy" consensus rating with an average target price of $145.21 for Apollo Global Management.

Nov 9, 2026

Blackstone's real estate division is undergoing significant leadership changes and facing declining profits, with assets under management dropping and profit halving from its 2022 peak. New co-heads David Levine and Giovanni Cutaia are tasked with deploying nearly $47 billion in dry powder and navigating challenges like high interest rates and political headwinds, while focusing on sectors like warehouses, hotels, and data centers. The division's flagship BREP IX fund has yielded low annualized net returns, highlighting broader industry struggles.

Nov 8, 2026

Since 2014, NATO members have significantly increased their defense spending. This article highlights the growing opportunity for private capital investors, particularly in Europe, to finance this buildout across areas such as infrastructure, supply chains, and dual-use technology.

Nov 7, 2026

Enbridge Inc. (ENB) reported strong Q3 2026 results, reaffirming its 2026 guidance and marking its 21st consecutive year of achieving guidance. The company highlighted a $38 billion secured growth backlog, strategic acquisitions, and a strong balance sheet, along with an anticipated $40 billion to $45 billion in shareholder returns over the next five years. Despite some challenges in its Liquids Pipelines segment and higher financing costs, Enbridge remains focused on diversified growth across its businesses and disciplined capital allocation.

Nov 7, 2026

Alps Advisors Inc. significantly increased its stake in Apollo Global Management Inc. (NYSE:APO) during the third quarter, purchasing 294,669 additional shares to bring its total holding to 317,733 shares valued at approximately $36.9 million. Institutional investors collectively own 77.06% of the financial services provider's stock. Despite a consensus "Moderate Buy" rating from analysts, Apollo's latest quarterly earnings and revenue fell below expectations.

Nov 7, 2026

Sylvamo, a Memphis-based company, is planning to sell its France and Sweden mills to a private equity firm. The deal is expected to be finalized by the end of the first quarter of 2027. This move will impact Sylvamo's European business operations.

Nov 7, 2026

Skyward Specialty Insurance Group (NASDAQ: SKWD) reported strong Q3 2026 results, with diluted operating earnings per share of $1.28, exceeding analysts' $1.25 forecast. The company achieved $455.3 million in revenue, a 19.0% increase year-over-year, driven by robust premium growth across its specialty insurance lines, particularly in Global Agriculture and its Lloyd's of London platform. Shares climbed 2.6% reflecting investor confidence, and analysts maintain a positive outlook on the company's competitive advantages.

Nov 6, 2026

As progressive senators advocate for stricter private equity regulations, winning over Senate Majority Leader Chuck Schumer may prove challenging due to his close ties to the industry. Several former Schumer staffers, including legislative directors and campaign aides, now lobby for major private equity firms like Blackstone and Apollo, as well as trade associations, on key policy issues. While Schumer has supported some narrow measures, he has not co-sponsored broader reform bills, potentially complicating legislative efforts by progressive lawmakers.

Nov 6, 2026

Skyward Specialty Insurance Group, Inc. reported a net income of $49.8 million for Q3 2026, an 8.5% increase year-over-year, alongside a 9% rise in gross written premiums to $803.5 million. The company's underwriting income also grew by 25% to $47.9 million, contributing to an annualized operating ROE of over 20% through the first nine months of the year. This growth is attributed to its "Rule Our NicheTM" strategy, a diversified portfolio, and the acquisition of Apollo Group Holdings Limited in January 2026.

Nov 6, 2026

Enbridge Inc. reported strong third-quarter 2026 financial results, with GAAP earnings attributable to common shareholders increasing to $1.3 billion. The company reaffirmed its 2026 financial guidance and medium-term outlook, highlighting its strategic position in energy infrastructure, over $3 billion of gas transmission projects placed into service, and significant acquisitions expanding its Liquids Pipelines and Gas Distribution businesses. CEO Greg Ebel also commented on his upcoming retirement and the company's strong growth backlog.

Nov 6, 2026

Latham & Watkins LLP advised Precision BioSciences, Inc. on its recent underwritten offering, which raised approximately US$125 million. The offering involved common stock and pre-funded warrants, with participation from both new and existing investors. A corporate team from Latham & Watkins, led by partners Nathan Ajiashvili and Peter Handrinos, represented Precision BioSciences in this transaction.

Nov 6, 2026

Enbridge Inc. reported strong third-quarter 2026 financial results, including increased GAAP earnings attributable to common shareholders of $1.3 billion and adjusted EBITDA of $4.4 billion. The company reaffirmed its 2026 financial guidance, placed over $3 billion of gas transmission projects into service, and announced several acquisitions and growth projects to expand its Liquids Pipelines and Gas Distribution businesses.

Nov 5, 2026

The Carlyle Group is positioning itself for a "fundraising supercycle" by returning $24 billion to its private equity investors, aiming to attract new capital. The firm reported strong third-quarter earnings with $1.12 in distributable EPS, raised $11 billion in the quarter, and expects to hit $60 billion in full-year fundraising. Carlyle is also taking a measured approach to AI infrastructure investments, anticipating better deployment opportunities in the next 18 months.

Nov 5, 2026

Broadcom's stock price is falling despite exploding AI revenue, creating a widening gap between its fundamentals and market performance. 24/7 Wall St. maintains a "buy" rating with a 12-month price target of $405.37, implying a 24.32% upside. The article highlights Broadcom's strong revenue growth projections and competitive valuation compared to peers like NVIDIA, suggesting the current disconnect is unsustainable.

Nov 5, 2026

Associated Banc Corp recently initiated a new position in The Goldman Sachs Group, acquiring 2,980 shares valued at approximately $2.68 million. This move is part of broader institutional investor activity, with hedge funds and other institutional investors collectively owning 71.21% of Goldman Sachs stock. The investment comes as Goldman Sachs reported strong quarterly earnings, beating analyst estimates with an EPS of $17.01 and a 23% year-over-year revenue increase to $18.68 billion, alongside declaring a $5 quarterly dividend.

Nov 5, 2026

PTL Enterprises Limited reported a 27% decline in profit for the September 2026 quarter, falling to Rs 10.84 crore from Rs 14.78 crore a year earlier. This decrease was primarily due to a significant drop in other income and an increase in total expenses, despite revenue from operations remaining unchanged at Rs 16.09 crore. The company's first-half operating cash flow also decreased to Rs 13.24 crore from Rs 22.70 crore.

Nov 3, 2026

UDR Inc. reported strong third-quarter 2026 financial performance, exceeding guidance and leading to increased full-year same-store growth and FFOA per share guidance. The company closed a $2 billion joint venture with Apollo, enhancing equity capital access, reducing leverage, and improving asset quality. UDR anticipates a favorable supply outlook for 2027, with rent growth expected to skew toward renewals due to sustained high homeownership costs and residents staying in place.

Nov 3, 2026

Apollo Global Management reported strong Q3 2026 results with record fee-related earnings of $802 million and combined adjusted net income of $1.3 billion. The company highlighted robust origination activity of $114 billion, primarily in defensive credit and equity positions, and reiterated its outlook for 20% FRE growth and 10% SRE growth for 2026. Management also outlined strategic investments in AI, infrastructure, and European market expansion to drive growth beyond 2029, focusing on creating new business opportunities through increased transparency and liquidity in private markets.

Nov 3, 2026

Apollo Global Management Inc. (APO) reported Q3 earnings of $2.15 per share, missing the Zacks Consensus Estimate of $2.21, although revenues of $1.37 billion surpassed expectations. The company has underperformed the S&P 500 this year, and its current Zacks Rank of #4 (Sell) suggests potential underperformance in the near future based on unfavorable estimate revisions. Investors are advised to monitor management's commentary and future estimate changes.

Nov 3, 2026

CorVel Corporation reported an 11% year-over-year increase in revenue, reaching $267 million for its fiscal second quarter ending September 30, 2026. The company also saw diluted earnings per share grow by 24% to $0.67 and gross profit increase by 24% to $72.3 million. CorVel maintained a strong financial position with $270 million in cash and no borrowings, after repurchasing $18.1 million of its common stock.

Nov 3, 2026

ORIX Corporation USA has appointed Lourdes (Fisher) Solis as managing director and head of capital formation for the Americas, joining James Gruver on the leadership team. Solis will focus on deepening institutional relationships, expanding the firm's private markets platform, and connecting investor objectives with ORIX USA's investment capabilities. She previously served as senior managing director and co-head of the Client Solutions Group at Bridge Investment Group.

Nov 2, 2026

Realty Income reported strong Q3 2026 results with AFFO per share up 3.7% year-over-year to $1.12, leading to raised 2026 guidance. The company deployed $2.6 billion in investments, significantly focusing on Europe and credit investments due to attractive relative value and lower financing costs. Realty Income emphasized its diversified capital allocation strategy, leveraging various funding sources including euro-denominated debt and private capital, and a proactive capital recycling program through dispositions.

Nov 2, 2026

Apollo Global Management Inc. has committed approximately $9.6 billion in debt to support Thrive Holdings' acquisition of ADT Inc., showcasing Apollo's increasing role in areas traditionally dominated by large investment banks. This deal involves Apollo providing the full financing commitment initially, with plans to syndicate the debt later to institutional investors. This move further solidifies Apollo's ability to offer large-scale financing and preferred equity for significant leveraged buyouts.

Nov 2, 2026

ONEOK Inc. (OKE) shares fell over 2% despite reporting strong Q3 2026 results and raising its full-year net income guidance to between $4.09 billion and $4.27 billion. The stock's decline contradicts its bullish technical indicators, which show it trading above key moving averages. Analysts offer mixed views, with some pointing to overbought conditions and others maintaining a bullish long-term outlook.

Nov 2, 2026

Global asset manager Apollo has launched a €10 billion European credit platform, European Credit Company (ECC), to meet the rising demand for private financing as Europe increases investment in defense, energy, and infrastructure. The platform, backed by several institutional investors, will offer corporate and asset-backed lending. This initiative reflects the growing trend in private credit funds, with assets under management projected to reach $4 trillion by 2030.

Nov 2, 2026

Apollo Global Management (APO) has launched the European Credit Company (ECC), a new platform dedicated to European performing credit. ECC boasts over €10 billion in lending capacity and aims to be a long-term financing partner for businesses across Europe.

Nov 2, 2026

A macroeconomic model suggests that the Federal Reserve would need to raise the Fed funds rate by approximately 275 basis points, from 4% to 6.75% by the end of 2027, to achieve its 2% CPI target. Even with such aggressive hikes, inflation is not projected to reach the target until Q2 2027. This implies that the Fed may be further from its inflation goal than current market expectations suggest.

Oct 31, 2026

New data from the Federal Reserve suggests that the U.S. consumer economy is not as "K-shaped" as commonly believed. Since 2024, nominal spending growth has been consistent across all income groups, ranging from 4-5% year-over-year. Additionally, household net worth has substantially increased across all income distributions since 2019, including an approximate 80% rise for the bottom 20%.

Oct 30, 2026

TPG Real Estate and ACORE Capital have collectively raised over $6B for opportunistic commercial real estate funds. These funds aim to capitalize on the upcoming wave of loan maturities and refinancing challenges faced by property owners, allowing the firms to acquire assets at attractive rates or provide credit investments. TPG secured $5B for hard-to-acquire properties, while ACORE raised $1.1B for opportunistic credit investments, both targeting market dislocation.

Oct 30, 2026

Sowell Financial Services LLC significantly increased its stake in Apollo Global Management Inc. by 2,040.9% in the third quarter, acquiring an additional 73,412 shares to bring its total holdings to 77,009 shares valued at approximately $8.94 million. Institutional investors collectively own 77.06% of Apollo's stock, with several major firms also expanding their positions. Despite Apollo's recent quarterly earnings and revenue falling slightly below estimates, analysts generally maintain a "Moderate Buy" rating with an average price target of $151.40.