Apollo Global’s Fourth Quarter 2025 Earnings: What You Should Anticipate

Apollo Global Management: Company Overview and Earnings Outlook

Apollo Global Management, Inc. (APO), valued at $85.1 billion, is a leading international alternative asset manager. The firm operates across credit, private equity, infrastructure, real estate, and hedge fund strategies, serving both institutional and individual clients worldwide. Apollo is known for its contrarian, value-driven, and distressed investment strategies, spanning a diverse array of sectors and geographic regions.

Upcoming Earnings Report

Headquartered in New York, Apollo Global is set to announce its financial results for the fourth quarter of fiscal 2025. Analysts anticipate the company will deliver an adjusted earnings per share (EPS) of $1.96, representing a 3.7% increase from $1.89 in the same period last year. Over the past four quarters, Apollo has exceeded Wall Street’s EPS expectations twice, while falling short on two occasions.

Future Earnings Projections

Looking at the full fiscal year 2025, market experts expect Apollo Global to achieve an adjusted EPS of $7.43, which would mark a 12.8% rise from $6.59 in fiscal 2024. Projections for fiscal 2026 suggest further growth, with adjusted EPS estimated to climb 17.2% year-over-year to $8.71.

Source: www.barchart.com

Stock Performance Comparison

Over the past year, Apollo Global’s share price has declined by 11.4%, lagging behind the S&P 500 Index’s 16.2% gain and the State Street Financial Select Sector SPDR ETF (XLF), which returned 15.5% during the same period.

Source: www.barchart.com

Recent Earnings and Market Reaction

On November 4, Apollo Global’s stock climbed 5.3% following the release of robust Q3 2025 results. The company posted an adjusted EPS of $2.14, surpassing consensus forecasts and improving from $1.81 a year earlier. The positive momentum was fueled by record fee-related earnings of $652 million and management fees totaling $863 million, a 22% year-over-year increase. These results were driven by significant third-party capital inflows, a record $99 billion in capital deployment, and strong contributions from Retirement Services clients.

Analyst Ratings and Price Target

Analysts maintain a highly favorable outlook on APO shares, assigning a consensus rating of “Strong Buy.” Out of 20 analysts, 14 recommend a “Strong Buy,” one suggests a “Moderate Buy,” and five advise holding the stock. The average price target stands at $164, implying a potential upside of 9.5% from current levels.