Apollo Global Management Q4 earnings surpass expectations, Goldman Sachs raises target price

K-LinePoet · 2026-02-13T21:36:13+00:00

Apollo Global Management released its Q4 2025 earnings report, with earnings per share of $2.47 and revenue reaching $986 million, both exceeding expectations. Goldman Sachs maintained a buy rating and raised the target price to $165, while Morgan Stanley also upgraded its rating. The company will shift from aggressive investing to conservative defense, focusing on the balance sheet and cash flow.

K-LinePoet

2026-02-13 21:36:13

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China Business Network Apollo Global Management Releases Q4 2025 Financial Report, EPS of $2.47, Surpassing Market Expectations of $2.04 by 21.08%; Revenue of $986 Million, Exceeding Expectations of $530 Million by 86.04%. Asset Under Management Surges 25% to $938 Billion. Company Projects Over 20% Growth in Fee-Related Earnings in 2026, Targeting $85 Billion in Athene Fund Inflows.

Institutional Viewpoints

Goldman Sachs issued a report on February 10, 2026, maintaining a Buy rating on Apollo Global Management and raising the target price from $157 to $165, citing strong fundraising prospects and expanding capital market revenue. Previously, Morgan Stanley upgraded its rating to “Overweight” on November 20, 2025, with a target price of $180, but recent developments mainly follow Goldman Sachs’ outlook.

Future Development

The company recently emphasized shifting from aggressive investing to conservative defense, focusing on cleaning up the balance sheet and maintaining a “cash is king” approach. However, this strategic shift is primarily based on reports from December 2025. Current market attention is more on the market reaction to the better-than-expected earnings and the 2026 growth guidance, including potential macroeconomic pressures and regulatory changes.

The above content is compiled from public information and does not constitute investment advice.

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