Apollo Global Management Estimates Q1 2026 Alternative Net Investment Income at $205 Million
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Apr 01 2026
0mins
Should l Buy APO?
The company states: "Apollo Global Management and Athene Holding, a subsidiary of Apollo, are reporting preliminary estimates for the Company's alternative net investment income for the first quarter ended March 31, 2026. This information is being reported prior to the availability of the Company's quarterly earnings release and quarterly financial supplement for the first quarter, scheduled for release on May 6, 2026. The Company estimates that alternative net investment income will be approximately $205 million (pre-tax) for the first quarter ended March 31, 2026, which equates to an estimated 6% annualized return on alternative net investments. Within these alternative net investments, the Company estimates that the annualized return on Athene's investment in a pooled investment vehicle, through which it holds the large majority of its alternative investments portfolio, equates to an estimated 7% for the first quarter ended March 31, 2026. The investment income in the quarter reflects a lower contribution from origination platforms, including ATLAS SP Partners. Amid lower equity market returns, including an approximately (17)% annualized total return for the S&P 500 in the first quarter of 2026, this pooled investment vehicle continued to deliver differentiated returns for Athene."
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Analyst Views on APO
Wall Street analysts forecast APO stock price to rise
11 Analyst Rating
10 Buy
1 Hold
0 Sell
Strong Buy
Current: 105.360
Low
136.00
Averages
164.45
High
182.00
Current: 105.360
Low
136.00
Averages
164.45
High
182.00
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.
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- Legal Allegations Overview: Apollo and certain executives are accused of failing to disclose material information during the class period, violating federal securities laws, including undisclosed business communications with Jeffrey Epstein, which harmed the company's reputation.
- Impact of False Statements: Apollo's assertion of no business dealings with Epstein is contradicted by evidence of frequent communications, suggesting that the company's credibility and future operations may be severely impacted due to reputational damage.
- Law Firm Background: Kahn Swick & Foti, LLC is a prominent securities litigation firm ranked among the top ten nationally, focusing on recovering losses for investors due to corporate fraud, highlighting its expertise and influence in such cases.
See More
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- False Statement Allegations: The lawsuit claims that Apollo's leadership misled the public by asserting that the firm “never did any business” with Epstein, a narrative that began to unravel in early 2026, potentially causing severe reputational damage to the company.
- Investor Losses: Hagens Berman urges investors who suffered significant losses during the class period to contact them to discuss their rights, indicating that the case could impact a large number of investors' interests.
- Whistleblower Program: The law firm encourages individuals with non-public information to consider participating in the investigation, as under the new SEC Whistleblower program, those providing original information may receive rewards of up to 30% of any successful recovery, further incentivizing investor participation.
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