APO Apollo Global Management, Inc.

XNYS 122.55 Delayed
Find condors

Stock quote, options chain, IV rank, technicals, AI analysis, and institutional ownership. Iron condor setups Expected move IV rank history Fibonacci levels Insider trading

Market data may be delayed, incomplete, or inaccurate. Not a recommendation to buy, sell, or hold any security. Verify quotes with your broker before trading. See Terms §17.

APO $122.55 —
Key stats
$122.55
52-Week Range
$99.56 – $153.29
YTD
-16.41%
IV Rank (30D)
30.11
Straddle Price
$10.25
P/C Vol Ratio
1.31
Market Cap
$68.9B
Open
$119.01
Day Range
$117.77 – $122.85
Volume
1,511,101
Prev Close
$116.75
Fair Value
+50.0% vs price

A blended fair-value estimate combining up to six valuation methods. Each method is weighted by how well it fits the company — DCF down-weights for unprofitable names; DDM only fires for steady dividend payers; comparables down-weight when peer multiples disagree.

  • DCF (quality-aware) — projects free cash flow with a horizon that scales to business quality. True compounders (quality 6/6) get 10 years explicit + 10 years fade before terminal; cyclical/struggling names (quality 0-1) get a 5-year terminal cliff. Quality is scored from ROE, gross margin, growth, FCF margin, debt load, and FCF consistency — the same factors that drive market premium for compounders.
  • Market-Implied Growth (in Model Inputs) — reverse-DCF that answers "what growth rate is the market pricing in?". Lets you sanity-check the deviation: if implied growth is plausible for the business, the model's bearish flag may be wrong; if implausible, the market may be over-extrapolating.
  • DDM (Gordon Growth Dividend Model) — values the stream of future dividends. Only used when trailing yield ≥ 2% and dividend payments are stable — below that the dividend is a token payout and Gordon (which values only the dividend stream) systematically underprices growth names, so those route to DCF + comparables + market anchor instead.
  • P/E, EV/EBITDA, P/B, P/S — applies the peer-group median multiple to this company's per-share metric. Peers come from the same set as the "Related symbols" card. Earnings/sales metrics are forward-tilted by the company's recent revenue growth (capped at 25%) so they're comparable to peers' growth-embedded multiples — mimics how analysts use NTM rather than TTM. Per-multiple weights are biased by company quality (e.g. P/B down-weighted for asset-light tech).
  • Market Anchor (SMA50) — the 50-day moving average, weighted by recent trading-range stability (tighter Bollinger bands → higher weight). Captures information fundamentals miss (forward consensus, sentiment, supply/demand) — but only when recent trading is steady enough that the market has converged on a view. During wild breakouts or breakdowns the anchor's weight collapses.
  • Options Expected (B-L 30d) — the risk-neutral expected stock price at 30-day options expiration, derived from the full implied-volatility surface via Breeden-Litzenberger (second derivative of call price wrt strike → implied PDF, then E[S_T]). Forward-looking, captures all options-implied information (smile, skew, term structure) in one number. Weighted by chain liquidity. SP500-only at present (pre-computed daily). Backtest evidence: adds modest alpha across most bucket × holding combos.
  • Blended value — weighted average. Confidence reflects how many methods fired and how tight peer dispersion is.
  • Deviation pill — green when blended FV ≥ 10% above current price (undervalued); red when ≥ 10% below; grey otherwise.
10-yr Treasury (rf)4.90%
Beta vs SPY1.31
Cost of Equity (CAPM)11.37% (VRP-adj)
WACC11.89%
Volatility Risk Premium+1.9pp (IV − HV30), ERP adj -5bps
Effective Tax Rate19.1%
Rev. Growth (YoY, DCF input)+30.0%
DCF Horizon12 years explicit + fade
Forward Tilt (NTM/TTM)×1.10 (applied to P/E, EV/EBITDA, P/S)
Free Cash Flow (TTM)$9.5B
Return on Equity (TTM)2.4%
Book / Price66.9% — banking bias active (P/B is primary)
Bank Quality Adj×0.50 (target ROE vs peer median)
Gross Margin (TTM)100.0%
FCF Margin (TTM)93.6%
Debt / Equity0.00
Quality Score5/6 — high quality (12y DCF)
SMA 50$120.73 (Market Anchor value)
SMA 20 / Bollinger Mid$114.97
Bollinger Width / SMA2011.1% (drives anchor stability)
Net Debt$-19.2B
Market Cap$64B
Peers used for multiples: BLK, CG, JPM, KKR, OWL (filtered from 8 ETF-co-members; sector bias active)
Blended Fair Value
$271.34
Deviation
+50.0%
MethodImplied PriceWeightDetail
DCF $1001.41 18%
DDM (Gordon) $44.61 14%
Peer P/E $89.99 5% median 29.6× · 5 peers
Peer EV/EBITDA n/a 0% median 16.7× · 5 peers
Peer P/B $221.73 8% median 2.8× · 5 peers
Peer P/S $40.26 3% median 3.9× · 5 peers
Market Anchor (SMA50) $120.73 34% stability 95% (BB-width)
Options Expected (B-L 30d) $118.89 18% 44 strikes · skew +0.56
As of 2026-11-09 · updated
About
Industry (SIC)
INVESTMENT ADVICE (6282) · industry map
Exchange
XNYS
Market Cap
$68.9B
Employees
4,130
List Date
2011-03-30
CIK
0001858681
Last Earnings
Nov 3 before open · −4.9% vs ±5.6% expected
Next Earnings
~Feb 8, 2027 (estimated)
Headquarters
New York, NY
Homepage
https://www.apollo.com

Apollo is one of the world's largest alternative asset managers, with $1.047 trillion in total assets under management, or AUM, including $858.0 billion in fee-earning assets, at the end of June 2026. The company has two core operating segments: asset management and retirement services. Apollo operates with scale in most of its major asset management endeavors—private equity (with an estimated $137.2 billion in total AUM and $76.3 billion in fee-earning AUM), real estate/real assets ($60.8 billion/$27.6 billion), and credit ($849.3 billion/$754.1 billion). Apollo has a distribution profile tha…

Summary
—
composite
—
No summary data available for this symbol yet.

Each spoke is this symbol's rank within its sector (0–100; the dotted ring marks the sector median at 50). Higher is more constructive for a long. One spoke — News sentiment — is an absolute reading, not a sector rank. Grayed spokes have no data. A fuller shape is a summary, not a recommendation.

Chart
Seasonality
'21'22'23'24'25'26Avg
Jan-3.83%-2.14%12.69%9.93%3.09%-8.23%1.92%
Feb3.82%-7.63%-2.23%11.19%-10.68%-21.47%-4.50%
Mar-6.69%-0.66%-12.20%1.30%-5.28%4.67%-3.14%
Apr15.33%-20.17%1.59%-3.64%-1.37%16.75%1.41%
May4.12%11.02%4.91%7.79%-5.22%-1.34%3.55%
Jun9.84%-16.08%12.96%1.30%8.70%-7.73%1.50%
Jul-6.59%15.92%6.02%5.53%2.61%5.88%4.90%
Aug0.98%-2.70%6.56%-0.21%-1.49%5.53%1.45%
Sep1.02%-15.19%3.84%12.21%-1.89%-11.87%-1.98%
Oct24.37%13.14%-13.57%8.52%-4.34%1.31%4.91%
Nov-7.27%21.37%9.98%24.13%6.37%2.74%*9.55%
Dec2.52%-7.84%0.53%-4.17%10.18%--0.24%
Total38.44%-19.15%30.56%98.73%-1.46%-17.83%21.55%
Technical Indicators

Quick-reference for reading the values below. Indicators combine to confirm a view — no single one is a trade signal on its own.

Trend Indicators
  • SMA 20 / 50 / 200 — price above = uptrend, below = downtrend. SMA 50 crossing SMA 200 is the golden/death cross.
  • EMA 12 / 26 — faster-reacting averages; 12 above 26 is short-term bullish.
  • MACD — bullish when MACD > signal (green badge), bearish when below. Divergence from price often precedes reversals.
  • ADX (14) — trend strength regardless of direction. <20 range, 20–25 weak trend, 25–50 trend, >50 strong trend.
  • +DI / −DI — +DI > −DI favors bulls; the reverse favors bears. Read alongside ADX.
Momentum Oscillators
  • RSI (14) — <30 oversold, >70 overbought. 40–60 is neutral; trending names can stay extreme.
  • Stochastic %K / %D — <20 oversold, >80 overbought. %K crossing %D is an early momentum signal.
  • Williams %R — inverted scale: <−80 oversold, >−20 overbought.

Oscillators work best in range-bound markets; in strong trends they give premature reversal signals.

Volume & Volatility
  • Bollinger Bands — price at upper band = overbought, lower = oversold. Narrow bands (squeeze) often precede expansion.
  • OBV — cumulative volume; rising OBV confirms uptrend, falling OBV confirms downtrend. Divergence from price is a warning.
  • Vol SMA 20 / Vol ROC — today's volume vs. 20-day average. Positive ROC with price move = conviction.
  • ATR / True Range — average daily $ move; sizing and stop-loss reference.
  • HV 20 / 30 / 60 — realized (historical) volatility. Compare to IV on the options cards: IV > HV = rich premium.

Confluence matters: trend + momentum + volume agreeing carries far more weight than any single indicator. For how these feed the spread scanner score, see the algorithm docs →

Trend Indicators

SMA 20: $115.14
SMA 50: $120.48
SMA 200: $122.76
Current: $122.65
EMA 12: $117.49
EMA 26: $117.38
MACD: 0.1053 | Signal: 1.1402
BEARISH
ADX (14): 25.20
TREND
+DI: 29.38
−DI: 13.87

Momentum Oscillators

RSI (14): 56.83
NEUTRAL
Stoch %K: 57.86
Stoch %D: 59.60
Williams %R: -17.91

Volume & Volatility

BB Upper: $122.12
BB Lower: $108.16
OVERBOUGHT
OBV: 63,422,084
Vol SMA 20: 4,153,539
Vol ROC: -47.81%
ATR: $4.91
True Range: $6.10
HV 20: 50.8%
HV 30: 43.1%
HV 60: 36.0%

Data Summary

Data Points: 500
Last Updated:
Date Range: 2024-11-08T00:00:00 – 2026-11-06T00:00:00
AI Analysis
Written before APO’s Nov 3 earnings report, so it doesn’t reflect the results.

LLM Stock Analysis Report

Executive Summary Overall Assessment: NEUTRAL (Confidence Level: 6/10) Key Drivers: * Strong technical momentum with bullish MACD signal * Supportive news sentiment and recent headlines Primary Risks: * Volatility regime indicates above-average risk * Options market suggests potential for a significant move, but unclear direction

Investment Thesis: APO's current trend is driven by strong technical signals and supportive news sentiment. While the options market suggests volatility and potential for a significant move, the overall risk profile remains elevated.

Recent News Sentiment Impact: The recent headlines are generally neutral, focusing on AI infrastructure financing plans and industry trends. These themes have not significantly impacted APO's price movement in the short term.

Technical Analysis

Trend Direction: * Short-term: Uptrend * Medium-term: Weak trend (ADX 14: 24.52) * Long-term: Bearish momentum has reversed, indicating potential for further upside

Support/Resistance Levels: * SMA 20: $131.11 (support) * SMA 50: $126.82 (resistance) * Upper Bollinger Band: $143.90 (resistance)

Momentum Signals: * RSI (14): 53.28 (neutral) * MACD: Bullish signal above the signal line * Bollinger Bands: Neutral, with no clear direction

Volume Analysis: * Volume SMA 20: 3993068.19 (above average) * On-Balance Volume (OBV): Increasing momentum * Volume Rate of Change: -45.32% (bearish)

News & Sentiment Analysis

Recent Headlines Summary: Neutral headlines focused on AI infrastructure financing plans and industry trends

Sentiment Assessment: Neutral sentiment with no clear directional bias

Catalyst Identification: None evident in recent news headlines

Market Narrative: Current technical signals align with the overall market trend, indicating potential for further upside.

Risk & Volatility Assessment

Risk Profile: * Beta: 1.17 (above average) * Alpha: -0.17 (negative) * Correlation: 0.41 (moderate)

Volatility Regime: Above-average volatility regime indicates increased risk

Options Market Signals: * IV Rank: High, suggesting historically high volatility * Current IV: 65.8% * Expected Move: $10.05 (28 DTE) * Volume Flow: Bearish put/call ratio

Downside Protection: SMA 20 and SMA 50 provide support levels for potential pullbacks.

Market Context & Positioning

Sector Performance: APO's sector is performing relatively strong, indicating potential for continued upside.

Institutional Activity: Above-average institutional interest suggests potential for further price appreciation.

Correlation Analysis: R-squared interpretation indicates a moderate correlation with the overall market trend.

Relative Valuation: APO's position within its trading range suggests it may continue to appreciate or consolidate around current levels.

Key Levels & Action Items

Critical Price Levels: * SMA 20: $131.11 (support) * SMA 50: $126.82 (resistance)

Breakout/Breakdown Levels: * Upper Bollinger Band: $143.90 (resistance) * Lower Bollinger Band: $118.33 (support)

Time-Sensitive Catalysts: None evident in recent news headlines or market data

Risk Management: Stop-loss levels should be set around the SMA 20 and SMA 50 to manage potential pullbacks.

This comprehensive analysis provides an objective assessment of APO's stock performance, incorporating technical indicators, news sentiment, risk metrics, and options activity. The report highlights key drivers, primary risks, and market context to inform investment decisions.

Generated
News
All APO news →
Showing 1–10 of 50
Page 1 of 5
Earnings History
14 of 20 under expected move
Avg Expected Move
5.09%
Avg Actual Move
3.50%
Each row pairs the pre-earnings straddle-implied expected move with the realized close-to-close move. Sorted oldest first.
Earnings Date Timing Expected Move Actual Move Ratio Outcome
2022-01-27 Pre-Market 3.15% 4.22% 1.34x Exceeded
2022-05-05 Pre-Market 4.73% 0.54% 0.11x Within
2022-08-04 Pre-Market 4.37% 1.33% 0.30x Within
2022-11-02 Pre-Market 5.02% 3.95% 0.79x Within
2023-02-09 Pre-Market 4.37% 7.43% 1.70x Exceeded
2023-05-09 Pre-Market 5.71% 0.70% 0.12x Within
2023-08-03 Pre-Market 4.13% 5.66% 1.37x Exceeded
2023-11-01 Pre-Market 6.07% 8.02% 1.32x Exceeded
2024-02-08 Pre-Market 5.11% 1.43% 0.28x Within
2024-05-02 Pre-Market 5.22% 3.99% 0.76x Within
2024-08-01 Pre-Market 4.83% 7.45% 1.54x Exceeded
2024-11-05 Pre-Market 5.81% 7.06% 1.22x Exceeded
2025-02-04 Pre-Market 6.25% 2.71% 0.43x Within
2025-05-02 Pre-Market 5.53% 1.83% 0.33x Within
2025-08-05 Pre-Market 5.42% 2.48% 0.46x Within
2025-10-02 Pre-Market 2.73% 2.09% 0.77x Within
2026-02-09 Pre-Market 7.10% 0.69% 0.10x Within
2026-05-06 Pre-Market 5.03% 0.59% 0.12x Within
2026-08-04 Pre-Market 5.64% 2.92% 0.52x Within
2026-11-03 Pre-Market 5.59% 4.95% 0.89x Within

Earnings calendar: this week’s reports with expected vs actual moves →

APO Options Activity & IV Rank

APO IV rank history, 52-week IV rank and IV percentile →

Volatility Metrics

Current IV: 36.6%
7-DTE IV: 43.0%
Expected Move: $10.25
7-DTE Move: $4.75
Days to Exp: 32 (2026-12-11)

Options Flow · All expiries

Call Volume: 7,160
Put Volume: 9,352
P/C Volume: 1.306
BEARISH
Call OI: 176,896
Put OI: 184,721
P/C OI: 1.044
Total OI: 361,617

ATM Options Pricing

ATM Call: $4.55
ATM Put: $5.70
Call %: 3.7%
Put %: 4.7%

Chain Summary

Chain Volume: 16,512
Chain OI: 361,617
Last Updated: 11/9/2026
Spread Scanner
Full Algorithm Docs ↗

Each spread is ranked by a composite score built in three stages. Full documentation →

Stage 1 — Base Score

score = P(profit) × (credit / spread_width)
P(profit) from short leg delta (1 − |delta|), penalised above 85%. Credit uses mid-price to handle illiquid chains fairly.
Calendars: the long leg is valued at the short leg’s expiration (Black-Scholes at its current IV) across the range of prices the short leg’s IV implies, giving the best-case profit (R/R = that over the debit) and P(profit).

Stage 2 — Skew Adjustment (±25% cap)

RR and BF (30-delta) from the persisted per-symbol skew snapshot — wing strikes picked by real greeks.delta, not a moneyness proxy. Put skew boosts bull puts, penalises bear calls. High butterfly boosts iron condors. Calendars are skew-neutral.

Stage 3 — Technical Overlay (±50% cap, 5 groups)
Group 1 · Directional Bias (±0.25)
  • RSI <40 bullish / >60 bearish
  • MACD crossover + histogram trend
  • Price vs SMA 50 & SMA 200
Group 2 · Momentum (±0.10)
  • Stochastic %K <20 / >80
  • Williams %R <−80 / >−20
Group 3 · Volatility (up to −0.25 / +0.15)
  • Blended ATR + straddle expected-move penalty
  • Bollinger Band signal (+ counter-trend penalty)
  • BB width — vol contraction boost for ICs
Group 4 · IV Regime (±0.15)
  • IV rank ≥ 75 → strong boost for credit spreads
  • IV rank < 25 → penalty (selling cheap vol)
Group 5 · Liquidity (penalty up to −0.10)
  • Min open interest across all legs
  • OI < 100 → −0.10 · OI < 500 → −0.05

score = base_score × skew_multiplier × tech_multiplier
Both multipliers are shown per spread. Beta is informational only — ATR already captures realized vol. Full algorithm documentation →

Scanning bull put, bear call, iron condor and calendar spreads…

Dealer Positioning
LOW γ vs HISTORY

Estimated net dealer gamma is at the 14th percentile of this name's own daily history, near the low end of its range. This describes current positioning; it is not a forecast or a trading signal.

Gamma percentile
14%
vs own history
GEX tilt
-0.35
OI-weighted, today
Vanna tilt
+0.63
δ-sensitivity to IV
Charm tilt
-0.74
δ-decay vs time
Vanna tilt +0.63: the estimated dealer exposure leans positive, so the modeled hedge would shift noticeably if implied volatility changed.
Charm tilt -0.74: the estimated dealer exposure leans negative, so the modeled hedge would shift noticeably as time passes and options approach expiry.

Net dealer gamma is an estimate of the aggregate gamma held by options market makers across this name's option chain, weighted by open interest. Dealer positions aren't public, so it uses a standard simplifying assumption: dealers are treated as long the calls and short the puts that are open. Actual dealer books can differ.

Gamma percentile ranks today's estimate against this name's own daily history, from 0% (the lowest reading on record) to 100% (the highest). Raw gamma scales with how much open interest a chain carries, so it isn't comparable across names; the percentile is. The badge marks the bottom 20% as low and the top 20% as high.

Tilts run from −1 to +1 and show how lopsided the estimated dealer exposure is. GEX tilt compares call gamma with put gamma. Vanna tilt describes how the hedge would shift if implied volatility changed, and charm tilt how it would shift with the passage of time.

This card describes estimated positioning and where it sits historically. It is not a forecast of price direction or volatility and not a trading signal. Market-wide view: Dealer positioning screener.

· 147 ATM contracts, 118k total OI
Skew (Wing IV − ATM IV)
DTE:
Wing Δ:
Metric:
Wing vs ATM
IV(put wing) − IV(ATM), in vol points

How much the OTM put trades above (or below) the at-the-money strike. Measures the height of the put-side tail relative to ATM — i.e. how expensive crash insurance is on this name.

  • Positive (typical) — wing IV > ATM IV. Standard equity put skew: portfolios bid up crash protection, so OTM puts trade richer than ATM.
  • Near zero or negative (unusual) — wing IV ≤ ATM IV. Flat or inverted put side. Common when there's no fear demand, in tightly mean-reverting names, or right after an earnings catalyst clears.
  • Percentile vs own 3-yr history: high = wings rich (good time to sell wing premium); low = wings cheap (good time to buy protection).
  • Not directional — high or low wings don't predict up or down moves. It's a price tag on tail insurance, not a forecast.
Risk Reversal
IV(call wing) − IV(put wing), equal delta on each side

Which side of the smile is the market paying up for? Measures the tilt of the surface — call skew vs put skew at matched deltas.

  • Negative (typical) — puts richer than calls. Standard equity behavior: hedging demand makes puts carry a premium. Most large-caps sit in the −1 to −5 vol-point range.
  • Strongly negative (< −5 pts) — heavy downside hedging, elevated fear, or an upcoming catalyst (earnings, FDA, macro event). Worth flagging.
  • Positive — calls richer than puts. Unusual for equities; signals bullish momentum, short-squeeze positioning, or takeover/M&A speculation.
  • Near zero — symmetric surface. Market sees roughly equal up/down risk. Rare for large-caps; more common in commodities and FX.
Reading them together

Wing-vs-ATM tells you how expensive the tails are. Risk Reversal tells you which side is favored. Combined:

  • High wing percentile + deeply negative RR → strong put bid; stress or major event priced in. Owning protection costs a premium; selling put premium is dangerous.
  • Low wing percentile + near-zero RR → complacency; insurance cheap and balanced. Good environment to add cheap downside hedges.
  • Positive RR + elevated wings → call-side fear-of-missing-out; common in squeeze setups. Upside calls expensive, downside puts not bid.
14 DTE / 10d 65%
+7.8 pts EXTREME
ATM 42.6% / Wing 50.5%
30 DTE / 10d 83%
+10.4 pts EXTREME
ATM 35.4% / Wing 45.8%

Percentile is the rank of today's reading within ~3 years of this symbol's own history. High percentile = wings are rich relative to history; not a directional signal. Skew is read off the chain in real time, not from CBOE SKEW.

Volatility Surface

Loading the implied volatility surface…

Volatility Smile

Loading the implied volatility smile…

IV Rank (7 DTE)39.2MediumNov 9
IV Rank (30 DTE)30.1MediumNov 9
Straddle Price (30 DTE)$10.25Nov 9
Beta Analysis

Risk Metrics

Beta: 1.2136
Alpha: -15.74%
Correlation: 0.4460
R-Squared: 19.9%
Stock Volatility: 37.4%
Market Volatility: 13.7%

Analysis Details

Benchmark: SPY
Data Points: 251
Period: 252 trading days
Interpretation:
High volatility - stock moves more than market
Beta & Alpha Over Time
Notable investors who own APO
7 of 37 tracked investors
InvestorValueShare of their portfolioRankQ/Q sharesSource
Tiger Global Hedge fund
Chase Coleman
$322.2M
1.34%
#21 of 46-17.3%13F
Millennium Management Hedge fund
Izzy Englander
$136.5M
0.09%
#236 of 3716+17044.4%13F
Markel Group Holding company
Tom Gayner
$117.5M
0.92%
#33 of 1450.0%13F
Citadel Hedge fund
Ken Griffin
$55.5M
0.03%
#638 of 6285+38.2%13F
Rockefeller Capital Management Family office
Rockefeller family
$53.0M
0.08%
#226 of 4729-2.6%13F
Soros Fund Management Family office
George Soros, Robert Soros, Jonathan Soros
$4.1M
0.05%
#171 of 251-73.4%13F
Renaissance Technologies Hedge fund
Jim Simons
$2.5M
0.00%
#1838 of 3138-77.7%13F

Hedge funds, activists, holding companies and family offices we track, from their latest 13F (quarter-end value) and Form 4 filings in the last 3 years. Family offices · all institutions

APO Institutional Ownership (13F)

Filings for 2026-06-30 · 578 already for 2026-09-30
Diluted shares outstanding: 544,546,146 (as of 2025-12-31)

Institutional managers with $100M+ AUM file Form 13F-HR quarterly, due 45 days after quarter end. Holdings are reported gross at quarter-end market value — they are a snapshot, not a real-time position.

  • Shares — long equity positions in this name, aggregated across share classes.
  • Calls / Puts — notional value of long call / put exposure where this ticker is the underlying.
  • % of Float — holder's reported shares divided by the latest diluted shares outstanding. Sums above 100% indicate large custodian / prime broker positions where the same shares are reported by multiple filers.
  • Custodian badge — filers with more than 5,000 holdings are typically broker-dealers / custodians reporting customer-held shares, not active managers.

Each filer is counted once at its latest 13F-HR filing. New filings are ingested on a weekly cadence.

1,212 filers413,233,427 shares$47.25B value75.89% of float
# Filer Shares Value % of Total % of Float Period
1 BlackRock, Inc. Custodian 35,012,603 $4.04B 8.55% 6.43% 2026-06-30
2 Vanguard Capital Management LLC 28,196,855 $3.34B 7.06% 5.18% 2026-06-30
3 Capital Research Global Investors 25,333,926 $2.92B 6.18% 4.65% 2026-06-30
4 FMR LLC Custodian 24,862,150 $2.90B 6.15% 4.57% 2026-06-30
5 State Street Corp 19,878,764 $2.35B 4.98% 3.65% 2026-06-30
6 Capital World Investors 18,279,251 $2.16B 4.58% 3.36% 2026-06-30
7 Vanguard Portfolio Management LLC 14,538,875 $1.72B 3.64% 2.67% 2026-06-30
8 Franklin Resources, Inc. Custodian 12,804,157 $1.38B 2.92% 2.35% 2026-06-30
9 Geode Capital Management, LLC Custodian 10,765,186 $1.24B 2.63% 1.98% 2026-09-30
10 National Philanthropic Trust 9,138,579 $1.08B 2.29% 1.68% 2026-06-30
11 Morgan Stanley Custodian 9,101,304 $1.07B 2.26% 1.67% 2026-06-30
12 Norges Bank 7,923,927 $903.05M 1.91% 1.46% 2026-06-30
13 Bank of America Corp Custodian 7,284,082 $840.41M 1.78% 1.34% 2026-06-30
14 UBS Group AG Custodian 5,979,070 $707.12M 1.50% 1.10% 2026-06-30
15 UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC Custodian 5,657,781 $669.37M 1.42% 1.04% 2026-06-30
16 Clearbridge Investments, LLC 5,405,115 $625.13M 1.32% 0.99% 2026-06-30
17 Northern Trust Corp Custodian 4,870,509 $576.23M 1.22% 0.89% 2026-06-30
18 Goldman Sachs Group Inc Custodian 4,829,964 $570.70M 1.21% 0.89% 2026-06-30
19 Mariner, LLC 4,681,672 $538.75M 1.14% 0.86% 2026-06-30
20 Capital International Investors 5,568,974 $533.06M 1.13% 1.02% 2026-06-30
21 JPMorgan Chase & Co Custodian 4,519,993 $518.04M 1.10% 0.83% 2026-06-30
22 Legal & General Group Plc Custodian 3,887,979 $459.99M 0.97% 0.71% 2026-06-30
23 Charles Schwab Investment Management, Inc. 3,608,191 $426.89M 0.90% 0.66% 2026-06-30
24 Boston Partners 3,356,695 $397.48M 0.84% 0.62% 2026-06-30
25 Royal Bank of Canada Custodian 3,135,613 $370.90M 0.79% 0.58% 2026-06-30
41 filers$2.19B notional
# Filer Notional Value % of Total Period
1 Jane Street Group, LLC Custodian $816.61M 37.34% 2026-06-30
2 Wells Fargo & Company Custodian $431.59M 19.73% 2026-06-30
3 Susquehanna International Group, LLP Custodian $231.17M 10.57% 2026-06-30
4 Citadel Advisors LLC Custodian $134.73M 6.16% 2026-06-30
5 IMC-Chicago, LLC Custodian $98.19M 4.49% 2026-09-30
6 Parallax Volatility Advisers, L.P. $77.53M 3.54% 2026-06-30
7 UBS Group AG Custodian $67.52M 3.09% 2026-06-30
8 Walleye Trading LLC $63.26M 2.89% 2026-06-30
9 Millennium Management LLC Custodian $54.93M 2.51% 2026-06-30
10 Goldman Sachs Group Inc Custodian $42.89M 1.96% 2026-06-30
11 GROUP ONE TRADING LLC Custodian $42.41M 1.94% 2026-06-30
12 TUDOR INVESTMENT CORP ET AL $17.04M 0.78% 2026-06-30
13 CREDIT AGRICOLE S A $13.01M 0.60% 2026-06-30
14 Simplex Trading, LLC Custodian $12.89M 0.59% 2026-09-30
15 Squarepoint Ops LLC $9.81M 0.45% 2026-06-30
16 Point72 Asset Management, L.P. $8.91M 0.41% 2026-06-30
17 Balyasny Asset Management L.P. $6.22M 0.28% 2026-06-30
18 SIG BROKERAGE, LP $5.92M 0.27% 2026-06-30
19 PEAK6 LLC $4.92M 0.23% 2026-06-30
20 Laurion Capital Management LP $4.91M 0.22% 2026-09-30
21 BNP Paribas Financial Markets Custodian $4.89M 0.22% 2026-06-30
22 Schonfeld Strategic Advisors LLC $4.12M 0.19% 2026-06-30
23 Two Sigma Investments, LP Custodian $3.79M 0.17% 2026-06-30
24 D. E. Shaw & Co., Inc. Custodian $3.79M 0.17% 2026-06-30
25 Maven Securities LTD $3.58M 0.16% 2026-06-30
40 filers$2.15B notional
# Filer Notional Value % of Total Period
1 Wells Fargo & Company Custodian $698.03M 32.42% 2026-06-30
2 Jane Street Group, LLC Custodian $554.31M 25.75% 2026-06-30
3 Susquehanna International Group, LLP Custodian $222.84M 10.35% 2026-06-30
4 UBS Group AG Custodian $193.73M 9.00% 2026-06-30
5 Citadel Advisors LLC Custodian $72.81M 3.38% 2026-06-30
6 IMC-Chicago, LLC Custodian $60.75M 2.82% 2026-09-30
7 Goldman Sachs Group Inc Custodian $60.52M 2.81% 2026-06-30
8 Walleye Trading LLC $27.64M 1.28% 2026-06-30
9 GROUP ONE TRADING LLC Custodian $26.80M 1.24% 2026-06-30
10 Barclays PLC Custodian $24.84M 1.15% 2026-09-30
11 JPMorgan Chase & Co Custodian $23.77M 1.10% 2026-06-30
12 Parallax Volatility Advisers, L.P. $22.01M 1.02% 2026-06-30
13 PEAK6 LLC $20.65M 0.96% 2026-06-30
14 CREDIT AGRICOLE S A $18.34M 0.85% 2026-06-30
15 Millennium Management LLC Custodian $17.50M 0.81% 2026-06-30
16 BNP Paribas Financial Markets Custodian $15.68M 0.73% 2026-06-30
17 Simplex Trading, LLC Custodian $13.93M 0.65% 2026-09-30
18 Point72 Asset Management, L.P. $11.05M 0.51% 2026-06-30
19 CAPSTONE INVESTMENT ADVISORS, LLC $8.40M 0.39% 2026-06-30
20 Citigroup Inc. Custodian $8.12M 0.38% 2026-09-30
21 Royal Bank of Canada Custodian $7.17M 0.33% 2026-06-30
22 HSBC Holdings plc Custodian $6.43M 0.30% 2026-06-30
23 Walleye Capital LLC $4.53M 0.21% 2026-06-30
24 TUDOR INVESTMENT CORP ET AL $4.39M 0.20% 2026-06-30
25 Schonfeld Strategic Advisors LLC $4.12M 0.19% 2026-06-30

APO Insider Trading (Form 4)

Latest: 2026-11-06
Form 4 filings — insider beneficial-ownership changes by officers, directors, and 10%+ holders. Filed within 2 business days of transaction.
Filed Reporter Role Action Shares Avg Price Net $ Link
2026-11-06 Whitney Chatterjee Chief Legal Officer Sell (S) −7,339 $117.83 -$864.8K EDGAR
2026-09-14 James Richard Belardi See Remarks Gift (G) −38,605 — EDGAR
2026-08-17 Martin Kelly Chief Financial Officer Mixed
Gift −1,534 · Sell −3,000
 −4,534 $140.84 -$422.5K EDGAR
2026-08-11 Leon D Black Other (J) — — EDGAR
2026-08-11 LDB 2014 LLC Other (J) −3,000,000 — EDGAR
2026-07-10 Martin Kelly Chief Financial Officer — — — EDGAR
2026-07-06 Marc A Beilinson Director Award (A) +1,589 — EDGAR
2026-07-06 Lynn C Swann Director Award (A) +1,589 — EDGAR
2026-07-06 Mitra O'Neill Director Award (A) +1,589 — EDGAR
2026-07-06 Gary D Cohn Director Award (A) +1,986 — EDGAR
2026-07-06 Pamela J Joyner Director Award (A) +1,589 — EDGAR
2026-07-06 Jessica M Bibliowicz Director Award (A) +1,589 — EDGAR
2026-07-06 Patrick Toomey Director Award (A) +1,589 — EDGAR
2026-07-06 Brian Leach Director Award (A) +1,589 — EDGAR
2026-07-06 Kerry Murphy Healey Director Award (A) +1,589 — EDGAR
Codes: P = open-market purchase · S = open-market sale · A = grant/award · M = option exercise · F = tax withholding at vest · G = bona-fide gift · D = disposition to issuer · J = other (described in filing footnote — typically 401(k), trust, inheritance) · W = will/inheritance. Only P / S codes carry directional signal.

APO Insider Holdings

28 insiders · @ $122.65
Officers, directors, and 10%+ owners who have filed a Form 4 in the past two years, ranked by current disclosed exposure (shares × today's price). Shares are direct + indirect (via trusts / LLCs / spouse). Excludes unvested RSU and option grants — those aren't beneficially owned until vest.
# Insider Role Shares Disclosed Exposure Lifetime OM Net Filings Last Filed
1 Joshua Harris 34,786,690 $4.27B -$1.00B 72 2024-11-21
2 MJH Partners II LLC 34,478,690 $4.23B -$115.07M 17 2025-12-15
3 Leon D Black 30,992,101 $3.80B -$657.47M 23 2026-08-11
4 Socrates Trust 29,629,251 $3.63B $0 4 2025-12-03
5 James C Zelter President 5,470,447 $670.95M -$160.32M 96 2026-02-20
6 Scott Kleinman Co-President (See Remarks) 4,753,626 $583.03M -$122.56M 60 2026-05-29
7 LDB 2014 LLC 3,647,120 $447.32M $0 1 2026-08-11
8 John P. Zito Co-President (see Remarks) 3,074,813 $377.13M -$6.36M 6 2026-05-28
9 Grant Kvalheim CEO of Athene Holding Ltd. 2,171,518 $266.34M $0 2 2026-02-18
10 Marc J Rowan Chief Executive Officer and 2,152,160 $263.96M -$423.83M 42 2026-05-11
Lifetime OM Net = signed sum of open-market buys (P) and sells (S) over their career; excludes grants, tax withholdings, and dispositions to issuer. A large negative number is normal for long-tenured executives — they've sold compensation grants over many years.

APO Board & Officers

As of SEC filings through Nov 6, 2026

Directors 14

Officers 9

Changes in the last 10 years (68)
Dec 15, 2025James Richard Belardi listed as Executive Chairman of Athene Holding Ltd. (previously CEO of Athene Holding Ltd.) in SEC filings
Sep 29, 2025The company announced the departure of Pauline Richards from the board in an SEC filing
Jul 1, 2025Grant Kvalheim became CEO of Athene Holding Ltd.
Jun 30, 2025Kristiane Elaine Kinahan became Chief Acct. Off.
Apr 21, 2025Gary D Cohn became a director
Apr 17, 2025The company announced the departure of Walter Joseph Clayton III from the board in an SEC filing
Mar 1, 2025Brian Leach became a director
Feb 26, 2025The company announced the departure of Louis-Jacques Tanguy as Chief Acct. Off. & Controller in an SEC filing
Feb 7, 2025James C Zelter listed as President (previously Co-President of Apollo Asset Management, Inc.) in SEC filings (predecessor company)
Jan 9, 2025John P. Zito became Co-President of Apollo Asset Management, Inc.
Jul 3, 2024Walter Joseph Clayton III first listed as a director in an SEC filing
Jul 3, 2024Pamela J Joyner first listed as a director in an SEC filing
Jul 3, 2024Kerry Murphy Healey first listed as a director in an SEC filing
Jul 3, 2024David Simon first listed as a director in an SEC filing
Jan 1, 2024Whitney Chatterjee became Chief Legal Officer
Dec 5, 2023The company announced the departure of John J Suydam as Chief Legal Officer in an SEC filing
Nov 6, 2023Marc J Rowan listed as Chief Executive Officer and (previously Chief Executive Officer and / Member of a 10% owner group) in SEC filings
Mar 15, 2023Patrick Toomey became a director
Feb 7, 2023Marc J Rowan first listed as a director in an SEC filing
Feb 7, 2023Marc J Rowan first listed as Chief Executive Officer and / Member of a 10% owner group in an SEC filing
Not reported recently (16)
  • A B Krongard · Last reported as a director in an SEC filing dated May 7, 2025
  • Michael E Ducey · Last reported as a director in an SEC filing dated Jul 3, 2024
  • Byron C Vielehr · Last reported as Chief Operating Officer in an SEC filing dated Oct 4, 2022
  • Johannes H Worsoe · Last reported as Chief Financial Officer in an SEC filing dated Mar 2, 2022
  • Anthony Civale · Last reported as Co-Chief Operating Officer in an SEC filing dated Jan 3, 2022
  • · Last reported as General Counsel in an SEC filing dated Jan 3, 2022
  • Siddhartha Mukherjee · Last reported as a director in an SEC filing dated Sep 9, 2021
  • Tiger Global Management LLC · Last reported as a 10% owner in an SEC filing dated Jul 14, 2021
  • Charles P Coleman III · Last reported as a 10% owner in an SEC filing dated Jul 14, 2021
  • Scott L Shleifer · Last reported as a 10% owner in an SEC filing dated Jul 14, 2021
  • Robert K Kraft · Last reported as a director in an SEC filing dated Aug 5, 2020
  • Robert MacGoey · Last reported as Chief Acctg Officer/Controller in an SEC filing dated Jun 4, 2020
  • Lee Fixel · Last reported as a 10% owner in an SEC filing dated Jul 1, 2019
  • Paul J Fribourg · Last reported as a director in an SEC filing dated Aug 2, 2018
  • Russell Elliott · Last reported as Chief Acctg Officer/Controller in an SEC filing dated Feb 21, 2017
  • Christopher Weidler · Last reported as Chief Acctg Officer/Controller in an SEC filing dated Feb 9, 2017
Compiled from SEC filings by the company and its directors and officers. Dates are as stated in those filings. Where no filing says when someone left, we show the last filing that listed them.

APO Proposed Insider Sales (Form 144)

Latest: 2026-11-04
Last 30d: 2 filings · $865K notice value  ·  Last 90d: 3 filings · $1.3M notice value · 2 unique filers

What is Form 144? A notice of intent to sell restricted or control stock under Rule 144. Affiliates (officers, directors, 10%+ owners) and holders of restricted shares must file Form 144 when planning to sell more than 5,000 shares or $50,000 in any 3-month rolling window.

How it relates to Form 4: Form 144 is filed before the trade (up to 90 days in advance); Form 4 is filed within 2 business days after the trade executes. Not every Form 144 results in a sale — the filer may cancel or delay. Look for the corresponding Form 4 on the Insider Activity card to confirm a sale actually happened.

10b5-1 plans: Trades made under a pre-scheduled Rule 10b5-1 plan are not discretionary — they execute automatically on dates set months earlier, regardless of news. High 10b5-1 percentages mean less per-filing signal value, though cumulative selling volume still matters.

"Notice value": Aggregate market value the filer wrote into the Form 144 — i.e. the size of the planned sale, not necessarily the executed dollars. An amended notice (Form 144/A) replaces the original it amends, and cancelled notices are dropped, so neither is double-counted above. A filed value that is clearly inconsistent with the share count at the stock's price (a filer typo) shows as a dash and is left out of the totals.

Source & freshness: Sourced from public Form 144 filings. Refreshed daily; new filings typically appear here the morning after they are filed.

Top 90-day filers: WHITNEY A CHATTERJEE (2, $865K) · Kelly Martin (1, $422K)
Filed Filer Role Shares Notice Value Planned Sale Broker Plan Link
2026-11-04 Chatterjee Whitney Officer 339 $41.3K 2026-11-04 Rockefeller Capital Management — EDGAR
2026-11-04 WHITNEY A CHATTERJEE Officer 7,000 $823.5K 2026-11-04 Morgan Stanley Smith Barney LLC … — EDGAR
2026-08-14 Kelly Martin Officer 3,000 $422.5K 2026-08-14 Wells Fargo Clearing Services — EDGAR
2026-08-07 BLACK, LEON D Affiliate 2,000,000 $255.98M 2026-08-07 Wells Fargo Securities, LLC — EDGAR
2026-08-07 LDB 2025 LLC Affiliate 2,000,000 $255.98M 2026-08-07 Wells Fargo Securities, LLC — EDGAR
2026-05-27 JOHN P ZITO Officer 48,644 $6.36M 2026-05-27 Morgan Stanley Smith Barney LLC … — EDGAR
2026-05-14 MARTIN B KELLY Officer 7,000 $942.5K 2026-05-14 Morgan Stanley Smith Barney LLC … — EDGAR
2025-12-11 HARRIS JOSHUA Affiliate 1,000,000 $149.08M 2025-12-11 Citigroup Global Markets Inc. — EDGAR
2025-12-10 WHITNEY A CHATTERJEE Officer 8,500 $1.24M 2025-12-10 Morgan Stanley Smith Barney LLC … — EDGAR
2025-12-03 LDB C LLC Affiliate 3,000,000 $396.24M 2025-12-03 Wells Fargo Securities, LLC — EDGAR
Notice value is the aggregate market value the filer states they intend to sell — not a confirmed transaction. Compare to Insider Activity (Form 4) to see which planned sales actually executed. Market-wide feed: Planned sales (Form 144).
Recent SEC Filings
Latest: 2026-11-05
Current reports — material events the company must disclose within 4 business days (earnings releases, M&A, executive changes, etc.).
Filing Date Event Link
2026-11-03 Earnings results EDGAR
2026-10-30 Regulation FD disclosure EDGAR
2026-10-20 Director or officer change · Regulation FD disclosure EDGAR
2026-10-05 Earnings results · Regulation FD disclosure EDGAR
2026-09-21 Regulation FD disclosure EDGAR
2026-08-24 Regulation FD disclosure EDGAR
2026-08-13 Regulation FD disclosure EDGAR
2026-08-11 Regulation FD disclosure EDGAR
2026-08-04 Earnings results EDGAR
2026-07-01 Earnings results · Regulation FD disclosure EDGAR
Annual report — audited financial statements, MD&A, risk factors. Filed 60–90 days after fiscal year-end.
Filing Date Accession Link
2026-02-25 0001858681-26-000013 EDGAR
2025-02-24 0001858681-25-000034 EDGAR
2024-02-27 0001858681-24-000031 EDGAR
2023-03-01 0001858681-23-000007 EDGAR
Quarterly report — unaudited financials and MD&A. Filed 40–45 days after each of the first three fiscal quarters.
Filing Date Accession Link
2026-11-05 0001858681-26-000067 EDGAR
2026-08-10 0001858681-26-000040 EDGAR
2026-05-07 0001858681-26-000026 EDGAR
2025-11-10 0001858681-25-000139 EDGAR
2025-08-07 0001858681-25-000117 EDGAR
2025-05-07 0001858681-25-000049 EDGAR
2024-11-06 0001858681-24-000120 EDGAR
2024-08-08 0001858681-24-000096 EDGAR
2024-05-07 0001858681-24-000048 EDGAR
2023-11-07 0001858681-23-000042 EDGAR
ETF Holders
278 ETFs hold APO
25 shown · $7.34B total exposure · 0.10% AUM-weighted avg weight
# ETF Provider Weight $ Exposure ETF AUM As Of
1 VTI Vanguard Morningstar Total Stock Market ETF Vanguard 0.07% $1.5B — 2026-09-30
2 VOO Vanguard S&P 500 ETF Vanguard 0.08% $1.4B — 2026-09-30
3 IVV iShares Core S&P 500 ETF iShares (BlackRock) 0.09% $741.5M $852.9B 2026-11-06
4 SPY State Street® SPDR® S&P 500® ETF Trust SPDR (State Street) 0.09% $679.4M $777.7B 2026-11-05
5 VO Vanguard Morningstar Mid-Cap ETF Vanguard 0.24% $513.7M — 2026-09-30
6 VTV Vanguard Morningstar Value ETF Vanguard 0.18% $457.0M — 2026-09-30
7 XLF State Street® Financial Select Sector SPDR® ETF SPDR (State Street) 0.68% $372.6M $54.5B 2026-11-05
8 VYM Vanguard High Dividend Yield ETF Vanguard 0.21% $198.2M — 2026-09-30
9 RSP Invesco S&P 500 Equal Weight ETF Invesco 0.18% $180.1M — 2026-11-05
10 SPYM State Street® SPDR® Portfolio S&P 500® ETF SPDR (State Street) 0.09% $155.4M $177.9B 2026-11-05
11 SCHG Schwab U.S. Large-Cap Growth ETF Nport 0.24% $152.8M — 2026-08-31
12 IWD iShares Russell 1000 Value ETF iShares (BlackRock) 0.13% $108.0M $82.9B 2026-11-06
13 VOT Vanguard Morningstar Mid-Cap Growth ETF Vanguard 0.28% $94.2M — 2026-09-30
14 VFH Vanguard Financials ETF Vanguard 0.58% $80.1M — 2026-09-30
15 VOE Vanguard Morningstar Mid-Cap Value ETF Vanguard 0.20% $74.9M — 2026-09-30
16 ITOT iShares Core S&P Total U.S. Stock Market ETF iShares (BlackRock) 0.08% $72.0M $93.2B 2026-11-06
17 DFAC Dimensional US Core Equity 2 ETF Dimensional 0.08% $71.1M — 2026-11-05
18 BGIG Bahl & Gaynor Income Growth ETF Nport 3.19% $68.8M — 2026-06-30
19 SCHX Schwab U.S. Large-Cap ETF Nport 0.09% $67.3M — 2026-08-31
20 IVW iShares S&P 500 Growth ETF iShares (BlackRock) 0.09% $62.4M $71.7B 2026-11-06
21 VV Vanguard Morningstar Large-Cap ETF Vanguard 0.07% $56.5M — 2026-09-30
22 SPYG State Street® SPDR® Portfolio S&P 500® Growth ETF SPDR (State Street) 0.09% $45.7M $51.8B 2026-11-05
23 IVE iShares S&P 500 Value ETF iShares (BlackRock) 0.09% $43.6M $50.4B 2026-11-06
24 VT Vanguard Total World Stock ETF Vanguard 0.04% $42.2M — 2026-09-30
25 CGBL Capital Group Core Balanced ETF Capitalgroup 0.52% $41.0M $7.9B 2026-11-05
Fundamentals

Quarterly filings sourced from SEC 10-Q / 10-K reports. TTM tiles aggregate the most recent four quarters; bars show the last ~12 quarters oldest → newest.

Metrics
  • Revenue — top-line sales. Look for consistent YoY growth; seasonal businesses need same-quarter comparisons (Q4 '24 vs Q4 '23).
  • Net Income — bottom-line profit after all expenses. Can be volatile from one-time items; red bars = net loss.
  • Diluted EPS — net income per share assuming options/converts are exercised. Direct input to the P/E ratio.
  • Operating Cash Flow — cash generated from core operations, before capex and financing. Harder to manipulate than net income; growing OCF is a quality signal.
How to read the bars
  • Sequential growth — quarter-over-quarter trend. Accelerating bars are a momentum signal.
  • YoY growth — compare to the same quarter a year earlier to remove seasonality.
  • Quality — OCF should roughly track Net Income over time. Large divergence (net income ≫ OCF) flags accruals risk.
  • Margins — scan the bar ratios: Net Income / Revenue tells you margin trend without needing a separate chart.

TTM (trailing-twelve-month) smooths seasonality and is used for the P/E calculation. Filings appear 30–90 days after the period closes.

Trailing P/E
22.23
TTM Diluted EPS
$5.52
TTM Revenue
$10.12B
TTM Net Income
$2.14B
TTM Op. Cash Flow
$7.25B
Quarterly figures (12 quarters)
QuarterPeriod EndRevenueNet IncomeDiluted EPSOp. Cash Flow
Q4 '252025-12-31$4.42B$-505.00M$1.07$4.67B
Q3 '252025-09-30$2.11B$1.66B$2.78$303.00M
Q2 '252025-06-30$1.85B$584.00M$0.99$1.26B
Q1 '252025-03-31$1.73B$401.00M$0.68$1.01B
Q4 '242024-12-31$1.69B$383.00M$2.39$-4.00M
Q3 '242024-09-30$1.90B$758.00M$1.29$1.85B
Q2 '242024-06-30$2.07B$797.00M$1.35$1.33B
Q1 '242024-03-31$1.39B$1.36B$2.28$70.00M
Q4 '232023-12-31$4.92B$1.69B$4.53$2.06B
Q3 '232023-09-30$1.76B$636.00M$1.10$-364.00M
Q2 '232023-06-30$10.25B$577.00M$1.00$3.55B
Q1 '232023-03-31$1.17B$978.00M$1.66$1.07B
Q4 2025 • period ending 2025-12-31 • filed 2026-02-25
Valuation

Ratios derived from TTM financials and the current market price, sampled daily. History chart shows how expensive the stock is today relative to its own recent past.

Price Multiples
  • P/E — price / TTM earnings. Rough market rule: 10–15 value, 15–25 market, >30 growth/premium. Negative when earnings are negative.
  • P/B — price / book value. Useful for financials and asset-heavy names; meaningless for asset-light software.
  • P/S — price / TTM revenue. Useful when earnings are negative or noisy (early-stage growth).
  • EV/EBITDA — capital-structure-neutral. <10 cheap, 10–15 reasonable, >20 rich. Good for comparing across leverage profiles.
  • EV/Sales — like P/S but accounts for debt + cash. Compare within sector.
Profitability & Yields
  • ROE — return on equity. >15% strong, >25% exceptional. Caution: high leverage inflates ROE.
  • ROA — return on assets. Leverage-neutral; >5% solid, >10% exceptional.
  • Div Yield — annual dividend / price. Compare to 10Y Treasury; sustained yield >6% often signals distress.
  • FCF Yield — free cash flow / market cap. >5% is attractive; negative means burning cash.
Balance Sheet
  • Debt/Equity — leverage. <1 conservative, >2 aggressive. Sector-dependent (utilities naturally high, tech low).
  • Current Ratio — short-term liquidity. >1.5 comfortable, <1 raises short-term solvency flags.
Reading the history chart
  • Compare current level to the 3-year band: near the high end = relatively expensive; near the low = relatively cheap.
  • Multiples expanding while earnings are flat = sentiment-driven rally.
  • Multiples compressing while earnings grow = value coming from fundamentals.
P/E
22.23
P/B
1.57
P/S
6.61
EV/EBITDA
—
EV/Sales
4.70
ROE
5.0%
ROA
0.5%
Div Yield
1.97%
FCF Yield
10.84%
Debt/Equity
0.00
Current Ratio
—
Market Cap
$66.83B
as of 2026-11-09

APO vs Peers

Related companies, largest first
Company Market cap P/E Revenue growth YTD IV rank
JPM JPMorgan Chase & Co. $888.3B 16.4 +1.3% +5.1% 58
BLK Blackrock, Inc. $182.0B 27.9 +24.7% +12.1% 43
BX Blackstone Inc. $95.6B 31.8 +14.1% −21.6% 40
KKR KKR & Co. Inc. $86.6B 42.1 −7.2% −23.9% 61
BAM Brookfield Asset Management Ltd. $84.6B 31.4 +9.2% +1.2% 63
APO Apollo Global Management, Inc. $68.9B 22.2 +43.6% −16.3% 30
ARES Ares Management Corporation Class A Comm $30.5B 49.1 +44.2% −15.9% 20
CG The Carlyle Group Inc. Common Stock $14.0B 19.4 −11.9% −30.7% 34
OWL Blue Owl Capital Inc. $6.8B 74.0 +11.8% −32.4% 40
Peer median $85.6B 31.6 +10.5% −18.8% 42

P/E uses the latest reported trailing-12-month diluted EPS; "—" means no positive earnings or no data.

Short Interest & Float

Regulatory short-interest reports publish on a bi-weekly settlement cadence; short-volume is reported daily by the trade-reporting facilities. Float is derived from insider-ownership filings.

Metric definitions
  • Short Interest — total shares currently sold short as of the settlement date. Lags real time by ~8 business days.
  • SI % of Float — short interest / free float. The key crowding metric.
  • Days to Cover — short interest / avg daily volume. How many full trading days it would take shorts to buy back. High DTC + catalyst = squeeze fuel.
  • Short Vol Ratio — today's short-sale volume / total volume. Intraday selling pressure proxy (not the same as short interest).
  • Free Float — shares available for public trading (total shares minus insider / restricted).
  • Float % — free float / shares outstanding. <50% = tightly held, more prone to squeezes.
How to read the signals
  • SI % of Float < 5% — typical, no particular signal.
  • 5–15% — elevated; watch for catalysts (earnings, guidance, macro).
  • 15–30% — heavily shorted; tight-float names in this range have produced notable squeezes historically.
  • >30% — extreme; borrow is likely expensive and squeeze risk is material.
  • Days to Cover > 5 combined with high SI% amplifies squeeze potential.
History chart
  • Trend matters more than level. Rapidly rising short interest often precedes negative catalysts or heavy hedging.
  • A sudden drop in SI after a rally may indicate a squeeze in progress.

Short interest is reported mid-month and end-of-month; short volume is daily.

Short Interest
23.51M
SI % of Float
5.47%
Days to Cover
6.24
Short Vol Ratio
49.6%
Free Float
429.44M
Float %
72.7%
Short interest 2026-10-15 • Short volume 2026-11-06 • Float 2026-09-23