Apollo Global considers $9.5B stake in Seven & I, Bloomberg reports

Written by Emily J. Thompson, Senior Investment Analyst

APO-2.45%

Updated: Jan 10 2025

0mins

Apollo Global's Investment Plans: Apollo Global is considering investing up to Y1.5 trillion ($9.5 billion) in a bid by the founding family of Seven & i to take the company private.
Key Investors Involved: The investment would position Apollo alongside the Ito family, Seven & i's founders, and Itochu as significant stakeholders in the privatization effort.

APO

$136.31+Infinity%1D

Analyst Views on APO

Wall Street analysts forecast APO stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for APO is 162.77 USD with a low forecast of 136.00 USD and a high forecast of 186.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.

13 Analyst Rating

12 Buy

1 Hold

0 Sell

Strong Buy

Current: 139.730

Low

136.00

Averages

162.77

High

186.00

Current: 139.730

Low

136.00

Averages

162.77

High

186.00

Barclays

Overweight

maintain

$172 -> $168

2026-01-09

Reason

Barclays

Price Target

$172 -> $168

AI Analysis

2026-01-09

maintain

Overweight

Reason

Barclays lowered the firm's price target on Apollo Global to $168 from $172 and keeps an Overweight rating on the shares. The firm adjusted targets in the alternative asset manager group as part of its Q4 outlook. Barclays expect realizations to pick up meaningfully across the board. The market-wide concerns around credit performance are overblown, the analyst tells investors in a research note.

Wolfe Research

Steven Chubak

Outperform

maintain

$165 -> $166

2026-01-07

Reason

Wolfe Research

Steven Chubak

Price Target

$165 -> $166

2026-01-07

maintain

Outperform

Reason

Wolfe Research analyst Steven Chubak raised the firm's price target on Apollo Global to $166 from $165 and keeps an Outperform rating on the shares as part of the firm's Top 10 Themes for 2026 note on the Banks, Brokers, and Alternative Managers. Heading into 2026, the firm notes Retail Brokers and Alts are its favorite subsectors.

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Barclays

Benjamin Budish

Overweight

maintain

$159 -> $172

2025-12-12

Reason

Barclays

Benjamin Budish

Price Target

$159 -> $172

2025-12-12

maintain

Overweight

Reason

Barclays analyst Benjamin Budish raised the firm's price target on Apollo Global to $172 from $159 and keeps an Overweight rating on the shares. The firm adjusted targets in the brokers, asset managers and exchanges group as part of its 2026. Market conditions "look constructive" going into 2026, particularly for the alternative asset managers and wealth brokers, the analyst tells investors in a research note. Barclays sees a more mixed outlook for the exchanges and traditional asset managers.

UBS

Michael Brown

initiated

$186

2025-12-11

Reason

UBS

Michael Brown

Price Target

$186

2025-12-11

initiated

Reason

UBS analyst Michael Brown assumed coverage of Apollo Global with a Buy rating and a $186 price target, noting strong sector fundamentals across 20 U.S. asset managers and brokers despite more mixed views on valuations and consensus expectations.The outlook favors undervalued growth, disciplined capital allocation, and firms positioned for margin expansion, while secular tailwinds support wealth brokers and independent investment banks whose robust earnings growth appears partly priced in, the analyst tells investors in a research note.

About APO

Apollo Global Management, Inc. is a global alternative asset manager and a retirement services provider. It operates through three segments: Asset Management, Retirement Services and Principal Investing. The Asset Management segment focuses on three investing strategies: yield, hybrid, and equity. These strategies reflect the range of investment capabilities across its platform based on relative risk and return. The Retirement Services business is conducted by Athene Holding Ltd (Athene), a financial services company that specializes in issuing, reinsuring, and acquiring retirement savings products designed for the increasing number of individuals and institutions seeking to fund retirement needs. Athene product lines include annuities and funding agreements. The Principal Investing segment includes realized performance fee income, realized investment income from its balance sheet investments, and certain allocable expenses related to corporate functions supporting the entire company.

About the author

Emily J. Thompson

Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.