Apollo Global Management (APO) reported strong Q2 earnings, exceeding expectations with an adjusted EPS of $1.92 and record fee-related earnings of $627 million. Assets under management rose to $840 billion. Analysts forecast a potential 14.58% price increase, while GuruFocus estimates a 23.74% downside based on GF Value.
Apollo Global Management (APO) reported robust second-quarter earnings, surpassing Wall Street expectations with an adjusted EPS of $1.92 and record fee-related earnings of $627 million. The company's total assets under management (AUM) surged to $840 billion, reflecting a 21% year-over-year increase. Analysts forecast a potential 14.58% price increase, while GuruFocus estimates a 23.74% downside based on GF Value.
The investment giant's strong performance was driven by diversified asset management strategies, including private equity, credit, and retirement services. Apollo's fee-related earnings rose 22% year-over-year, with capital solutions fees increasing 4% due to growth in debt origination. The origination business, which raises loans for companies globally, clocked up volumes of $81 billion.
Apollo's CEO Marc Rowan highlighted the company's focus on long-term growth themes such as retirement, wealth, industrial renaissance, and the public-private convergence. The company's strategic shifts have helped stabilize earnings and allowed it to post strong numbers across market cycles.
Despite the solid performance, market sentiment has remained weak, with Apollo's shares losing nearly 14% of their value so far this year compared to a nearly 8% gain for the S&P 500 index. Analysts remain optimistic about the stock’s long-term prospects, with a consensus "Strong Buy" rating overall.
References:
[1] https://ca.finance.yahoo.com/news/apollo-tops-profit-estimates-fee-103534211.html
[2] https://www.investing.com/news/company-news/apollo-global-management-q2-2025-slides-aum-surges-21-to-840-billion-93CH-4169731
[3] https://finance.yahoo.com/news/wall-street-analysts-predicting-apollo-122904669.html
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