Apollo Global Management A

Apollo Global and Britain’s Bodycote have terminated discussions over a £1.52 billion takeover proposal, sending Bodycote shares down as much as 12%. Separately, Piper Sandler raised its price target on Apollo to $157 and kept an Overweight rating after the firm beat fiscal Q1 expectations and reaffirmed 2026 earnings guidance. The news highlights Apollo’s continued positive momentum following its quarterly results. » Altro su finance.yahoo.com

Apollo Global Management reported Q1 2026 assets under management of more than $1 trillion and record fee-related revenues, but its adjusted earnings per share of $1.94 slightly missed analysts' expectations. GAAP showed a net loss of $1.93 billion, mainly due to a one-time tax charge in Bermuda. The asset-management segment saw strong growth and record inflows, while the pension/retirement business suffered from lower returns on alternative investments. The company continues buybacks and dividends and expects further EPS growth; analysts remain mostly positive despite valuation concerns. » Altro su de.investing.com

Apollo Global reported fee-dependent revenue of $728 million for Q1 2026 and total AUM of $1.026 trillion, with strong net inflows of $115 billion during the quarter. Operationally, the company missed consensus estimates for revenue ($5.06 billion vs. $5.34 billion) and adjusted EPS ($1.94 vs. $1.99). Under GAAP, Apollo recorded a net loss of $1.93 billion, largely due to a one-time tax charge, while management highlighted growth in asset management and retirement services. Analyst downgrades and spread compression in the retirement business signal risks, but management remains optimistic about mid-term EPS forecasts. » Altro su de.investing.com