Apollo Global Management, Inc.
APO, APO-PA, APOS · Investment Advice · 576.5M shares · +37%/yr ↑ shares · EDGAR filings ↗
Net buyback after stock comp: -$465M (gross $561M, SBC $1.0B)
Reference price $129.95 · est. market cap ~$74.9B — last insider sale, 2026-05-27 (estimated from the dated SEC Form 4 price × shares outstanding — not a live quote)
Grade
B78Apollo Global Management — leading alternative-asset manager plus Athene insurance.
Strengths
- ROE 15% (53rd pct); scale leader in private credit + retirement (Athene)
- Large, growing spread-related and fee-related earnings
Risks
- Reported ROA understated by insurance-balance-sheet consolidation
- Credit-cycle, spread and fundraising sensitivity
Notable findings
- Revenue declineRevenue -48.7% YoY
- Insider sellingInsider selling — 4 open-market sale(s) by 2 insider(s) (cluster of 2 insiders, ~$7M, last 6mo) Form 4 ↗
Quarterly revenue
Last 4 quarters · from SEC filings.
Key metrics
Net margin
10.9%
Return on equity
15.0%
Return on assets
0.8%
Revenue growth (QoQ)
-48.7%
Net-income growth
-23.7%
Debt / equity
0.6×
Tangible book value
$17.4B
Stock comp / revenue
2.5%
Insider transactions · last 18 months
| Date | Insider | Type | Shares | Price |
|---|---|---|---|---|
| 2026-06-09 | Kelly Martin | Gift | 1.3K | — |
| 2026-05-27 | KLEINMAN SCOTT | Gift | 13K | — |
| 2026-05-27 | Zito John P. | Sell | 20K | $130.71 |
| 2026-05-27 | Zito John P. | Sell | 11K | $131.68 |
| 2026-05-27 | Zito John P. | Sell | 18K | $129.95 |
| 2026-05-15 | KLEINMAN SCOTT | Grant | 3.2K | $130.93 |
| 2026-05-15 | Kelly Martin | Gift | 155 | — |
| 2026-05-14 | Kelly Martin | Sell | 7.0K | $134.64 |
| 2026-05-14 | Kelly Martin | Gift | 415 | — |
| 2026-05-08 | ROWAN MARC J | Gift | 140K | — |
| 2026-05-07 | COHN GARY D | Grant | 3.3K | — |
| 2026-05-07 | O'Neill Mitra | Grant | 1.8K | — |
| 2026-05-07 | Leach Brian | Grant | 2.0K | — |
| 2026-05-07 | BIBLIOWICZ JESSICA M | Grant | 1.6K | — |
| 2026-02-18 | Zito John P. | Tax withheld | 12K | $125.15 |
| 2026-02-18 | Kelly Martin | Tax withheld | 3.6K | $132.43 |
| 2026-02-18 | Chatterjee Whitney | Tax withheld | 4.9K | $132.43 |
| 2026-02-18 | Zelter James C | Tax withheld | 319 | $125.15 |
| 2026-02-17 | Belardi James Richard | Tax withheld | 29K | $132.43 |
| 2026-02-17 | KLEINMAN SCOTT | Grant | 2.0K | $129.23 |
| 2026-02-17 | Kvalheim Grant | Tax withheld | 5.0K | $132.43 |
| 2026-02-13 | Belardi James Richard | Option exercise | 148K | $29.55 |
| 2026-02-11 | Zelter James C | Tax withheld | 15K | $132.43 |
| 2026-02-11 | Kinahan Kristiane Elaine | Tax withheld | 725 | $132.43 |
| 2026-02-11 | Chatterjee Whitney | Tax withheld | 29K | $132.43 |
| 2026-02-11 | Zito John P. | Tax withheld | 28K | $132.43 |
| 2026-02-11 | Kelly Martin | Tax withheld | 28K | $132.43 |
| 2026-02-10 | Chatterjee Whitney | Grant | 96K | — |
| 2026-02-10 | Kelly Martin | Grant | 116K | — |
| 2026-02-10 | Zito John P. | Grant | 167K | — |
| 2026-02-10 | Zelter James C | Grant | 29K | — |
| 2026-02-10 | Kinahan Kristiane Elaine | Grant | 11K | — |
| 2026-02-10 | Belardi James Richard | Grant | 42K | — |
| 2026-02-10 | Kvalheim Grant | Grant | 19K | — |
| 2025-12-11 | Belardi James Richard | Gift | 33K | — |
| 2025-12-10 | Chatterjee Whitney | Sell | 8.5K | $146.03 |
| 2025-12-03 | Kelly Martin | Gift | 460 | — |
| 2025-12-02 | Belardi James Richard | Gift | 1.5K | — |
| 2025-12-02 | Belardi James Richard | Gift | 500 | — |
| 2025-12-02 | Belardi James Richard | Gift | 500 | — |
| 2025-12-01 | Kelly Martin | Gift | 575 | — |
| 2025-12-01 | Kelly Martin | Sell | 6.0K | $131.41 |
| 2025-12-01 | Socrates Trust | Other | 3.0M | — |
| 2025-11-13 | KLEINMAN SCOTT | Grant | 10K | $129.64 |
| 2025-11-06 | Zelter James C | Tax withheld | 2.6K | $133.75 |
| 2025-11-05 | KLEINMAN SCOTT | Gift | 26K | — |
| 2025-10-22 | BLACK LEON D | Gift | 120K | — |
| 2025-09-11 | ROWAN MARC J | Gift | 134K | — |
| 2025-09-04 | BLACK LEON D | Sell | 915K | $134.03 |
| 2025-08-14 | KLEINMAN SCOTT | Grant | 9.3K | $142.60 |
| 2025-08-12 | Kelly Martin | Sell | 4.6K | $145.50 |
| 2025-08-12 | Kelly Martin | Sell | 11K | $144.95 |
| 2025-08-12 | Kelly Martin | Gift | 795 | — |
| 2025-08-07 | Zelter James C | Tax withheld | 2.7K | $145.87 |
| 2025-08-06 | Chatterjee Whitney | Sell | 4.5K | $146.03 |
| 2025-07-18 | BLACK LEON D | Gift | 442K | — |
| 2025-07-15 | BLACK LEON D | Gift | 59K | — |
| 2025-07-01 | SIMON DAVID | Grant | 1.4K | — |
| 2025-07-01 | SWANN LYNN C | Grant | 1.4K | — |
| 2025-07-01 | BEILINSON MARC A | Grant | 1.4K | — |
| 2025-07-01 | BIBLIOWICZ JESSICA M | Grant | 1.4K | — |
| 2025-07-01 | Leach Brian | Grant | 1.4K | — |
| 2025-07-01 | O'Neill Mitra | Grant | 1.4K | — |
| 2025-07-01 | COHN GARY D | Grant | 1.8K | — |
| 2025-07-01 | Healey Kerry Murphy | Grant | 1.4K | — |
| 2025-07-01 | RICHARDS PAULINE | Grant | 1.4K | — |
| 2025-07-01 | JOYNER PAMELA J | Grant | 1.4K | — |
| 2025-05-28 | Kelly Martin | Gift | 25K | — |
| 2025-05-28 | Kelly Martin | Gift | 25K | — |
| 2025-05-14 | KLEINMAN SCOTT | Grant | 4.0K | $136.02 |
| 2025-05-12 | RICHARDS PAULINE | Buy | 550 | $141.95 |
| 2025-05-09 | Zelter James C | Tax withheld | 2.9K | $133.98 |
| 2025-05-06 | Kelly Martin | Sell | 4.0K | $132.57 |
| 2025-05-06 | Kelly Martin | Gift | 230 | — |
| 2025-05-05 | Krongard A B | Grant | 1.4K | — |
| 2025-05-05 | BIBLIOWICZ JESSICA M | Grant | 1.5K | — |
| 2025-05-05 | O'Neill Mitra | Grant | 1.8K | — |
| 2025-04-04 | BLACK LEON D | Sell | 608K | $111.39 |
| 2025-04-04 | LB 2018 GST Trust | Buy | 608K | $111.39 |
| 2025-03-19 | BLACK LEON D | Sell | 1.9K | $142.52 |
| 2025-03-19 | BLACK LEON D | Sell | 498K | $142.00 |
| 2025-02-28 | Zelter James C | Tax withheld | 3.3K | $162.06 |
| 2025-02-28 | Zito John P. | Tax withheld | 22K | $162.06 |
| 2025-02-28 | Belardi James Richard | L | 1 | $149.49 |
| 2025-02-13 | KLEINMAN SCOTT | Grant | 1.6K | $163.88 |
| 2025-02-13 | Kelly Martin | Sell | 5.0K | $158.28 |
| 2025-02-12 | Chatterjee Whitney | Tax withheld | 30K | $165.75 |
| 2025-02-12 | Kelly Martin | Tax withheld | 37K | $165.75 |
| 2025-02-12 | Zito John P. | Tax withheld | 45K | $165.75 |
| 2025-02-12 | Zelter James C | Tax withheld | 35K | $165.75 |
| 2025-02-12 | Tanguy Louis-Jacques | Tax withheld | 2.3K | $165.75 |
| 2025-02-07 | Belardi James Richard | Tax withheld | 44K | $165.75 |
| 2025-02-07 | Kelly Martin | Gift | 305 | — |
| 2025-02-07 | Zito John P. | Tax withheld | 16K | $165.75 |
| 2025-02-05 | Kelly Martin | Tax withheld | 2.3K | $165.75 |
| 2025-02-05 | Tanguy Louis-Jacques | Grant | 6.2K | — |
| 2025-02-05 | Zelter James C | Grant | 61K | — |
| 2025-02-05 | Zelter James C | Grant | 86 | — |
| 2025-02-05 | Zito John P. | Grant | 74K | — |
| 2025-02-05 | Zito John P. | Grant | 170K | — |
| 2025-02-05 | Belardi James Richard | Grant | 21K | — |
| 2025-02-05 | Kelly Martin | Grant | 110K | — |
| 2025-02-05 | Kelly Martin | Grant | 4.5K | — |
All non-derivative Form 4 activity (SEC), newest first.
Notable events (8-K)
Recent filings
| Form | Filed | Period | Accession |
|---|---|---|---|
| 8-K | 2026-06-09 | 2026-06-08 | 0000950142-26-001692 ↗ |
| 8-K | 2026-05-15 | 2026-05-15 | 0001858681-26-000029 ↗ |
| 10-Q | 2026-05-07 | 2026-03-31 | 0001858681-26-000026 ↗ |
| 8-K | 2026-05-06 | 2026-05-06 | 0001858681-26-000021 ↗ |
| 8-K | 2026-05-01 | 2026-05-01 | 0001858681-26-000018 ↗ |
| 8-K | 2026-04-01 | 2026-04-01 | 0001858681-26-000016 ↗ |
| 8-K | 2026-03-30 | 2026-03-30 | 0001193125-26-131833 ↗ |
| 8-K | 2026-03-24 | 2026-03-22 | 0000950142-26-000810 ↗ |
| 10-K | 2026-02-25 | 2025-12-31 | 0001858681-26-000013 ↗ |
| 8-K | 2026-02-19 | 2026-02-19 | 0001858681-26-000010 ↗ |
| 8-K | 2026-02-09 | 2026-02-09 | 0001858681-26-000007 ↗ |
| 8-K | 2026-01-02 | 2026-01-02 | 0001858681-26-000004 ↗ |