Every material Form 8-K Apollo Global Management filed with the SEC in 2026, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
Apollo Global Management reported a GAAP net loss attributable to common stockholders of $1.1 billion, or $(1.78) per share, for the third quarter of 2026, primarily driven by unrealized mark-to-market losses on certain retirement services investments from higher interest rates. However, Adjusted Net Income reached $1.3 billion, or $2.07 per share, supported by record quarterly fee related earnings of $802 million and total assets under management of $1.07 trillion.
GAAP net loss attributable to common stockholders was $1.057 billion, or $(1.78) per share, for the third quarter ended September 30, 2026.
Adjusted Net Income totaled $1.293 billion, or $2.07 per share, for the third quarter of 2026.
Total assets under management reached $1.074 trillion, bolstered by $53 billion of inflows during the quarter.
The board declared a cash dividend of $0.5625 per share of common stock, payable on November 30, 2026.
Athene Holding Ltd., a subsidiary of Apollo Global Management, made available a presentation titled “Athene's Role in Financing AI-Related Infrastructure” on its investor relations website. The filing furnishes the material under Regulation FD and includes no financial results, figures, or new commitments.
Presentation titled “Athene's Role in Financing AI-Related Infrastructure” posted at ir.athene.com
Filed under Item 7.01 Regulation FD Disclosure, dated October 30, 2026
Information is furnished, not filed, under Section 18 of the Exchange Act
Apollo Global Management said its board increased its size to 14 directors and appointed Meyer "Micky" Malka, founder and managing partner of Ribbit Capital, to fill the new seat. The appointment and board expansion take effect January 1, 2027, and the filing describes Malka as independent under NYSE listing standards.
Board increased from its current size to 14 directors; Malka appointed to fill the resulting vacancy, effective January 1, 2027
Malka is founder and managing partner of Ribbit Capital and currently serves on the board of Robinhood Markets, Inc.
Apollo states it continues to maintain a two-thirds independent board
Filing reports no related-person transactions requiring disclosure under Item 404(a) of Regulation S-K
Apollo Global Management and its subsidiary Athene Holding reported preliminary estimates of third-quarter 2026 alternative net investment income of approximately $375 million pre-tax, equal to an estimated 10% annualized return on alternative net investments. The figures are unaudited, have not completed financial closing procedures, and may change materially, and the full quarterly earnings release is scheduled for November 3, 2026.
Estimated alternative net investment income: approximately $375 million pre-tax for the quarter ended September 30, 2026
Estimated annualized return on alternative net investments: 10%; pooled vehicle return about 9%, other alternatives about 11%
Full third-quarter earnings release and financial supplement scheduled for November 3, 2026
Figures are unaudited and preliminary; the company warns actual results may differ, possibly materially
Apollo reported second-quarter 2026 results for the period ended June 30, 2026, with GAAP net income attributable to common stockholders of $1.3 billion, or $2.18 per share, compared with a loss of $1.9 billion in the first quarter and $605 million a year earlier. Fee Related Earnings rose 25% to $785 million, and the company declared a quarterly dividend of $0.5625 per share.
GAAP net income attributable to common stockholders was $1.3 billion ($2.18 per share) for Q2 2026, versus a $1.9 billion loss in Q1 2026 and $605 million in Q2 2025.
Adjusted Net Income was $1.3 billion ($2.11 per share), up from $1,179 million ($1.92 per share) in Q2 2025.
Fee Related Earnings were $785 million, up 25% year over year; Spread Related Earnings were $877 million.
Cash dividend of $0.5625 per share is payable August 31, 2026, to holders of record on August 19, 2026.
Apollo Global Management said preliminary estimates show alternative net investment income of approximately $350 million (pre-tax) for the quarter ended June 30, 2026, an estimated 9% annualized return on alternative net investments. The figures are unaudited and not yet final, and the full second-quarter earnings release is scheduled for August 4, 2026, so shareholders should wait for the final results before relying on these numbers.
Estimated alternative net investment income: approximately $350 million pre-tax for Q2 2026
Estimated annualized return on alternative net investments: 9%
Estimated pooled vehicle return of 10% and other alternative investments return of 6%, both for Q2 2026
Full Q2 earnings release and financial supplement scheduled for August 4, 2026; figures are unaudited and may change materially
Apollo Global Management reported a GAAP net loss attributable to common stockholders of $1.9 billion, or $3.27 per share, for the quarter ended March 31, 2026, compared with net income of $418 million a year earlier. The loss includes a one-time tax expense of $1.7 billion tied to the revocation of ACRA's election under Bermuda's Corporate Income Tax Act, while its non-GAAP Adjusted Net Income rose to $1.2 billion, or $1.94 per share, from $1.82 per share a year earlier.
GAAP net loss attributable to common stockholders of $1.9 billion, or $3.27 per share, versus net income of $418 million in 1Q'25
Includes a one-time tax expense of $1.7 billion from the revocation of ACRA's election under Bermuda's Corporate Income Tax Act 2023
Adjusted Net Income of $1.2 billion, or $1.94 per share, versus $1.82 per share in 1Q'25; Fee-Related Earnings rose 30% to $728 million
Cash dividend of $0.5625 per common share, payable May 29, 2026 to holders of record on May 19, 2026
Apollo and its subsidiary Athene preliminarily estimated first-quarter 2026 alternative net investment income at about $205 million pre-tax, a 6% annualized return on alternative investments. The company said lower equity returns and a lower contribution from origination platforms, including ATLAS SP Partners, weighed on the quarter, while the company's main pooled vehicle still returned an estimated 7%. These figures are unaudited and may change before the full first-quarter results on May 6, 2026.
Estimated alternative net investment income: about $205 million pre-tax for the quarter ended March 31, 2026, a 6% annualized return.
Pooled investment vehicle held by Athene: estimated 7% annualized return, reflecting lower contribution from origination platforms including ATLAS SP Partners.
Athene's retirement services platform investments: estimated 3% annualized return, including its investment in Athora Holding Ltd.
Full first-quarter earnings release and financial supplement scheduled for May 6, 2026; figures remain preliminary and unaudited.
Apollo Global Management sold $750 million of 5.700% senior notes maturing March 30, 2036, closing the sale on March 30, 2026. The company said it plans to use the proceeds for general corporate purposes, including retiring $500 million of 4.400% notes due 2026. The debt adds to Apollo's borrowings, while the refinancing addresses a nearer-term maturity.
$750 million principal of 5.700% senior notes due March 30, 2036, issued March 30, 2026
Interest paid semi-annually on March 30 and September 30, starting September 30, 2026
Proceeds intended for general corporate purposes, including repaying $500 million of 4.400% senior notes due 2026
Sold under an underwriting agreement dated March 25, 2026 with BofA Securities, Goldman Sachs, J.P. Morgan and Morgan Stanley as representatives
Apollo reported fourth-quarter 2025 GAAP net income attributable to common stockholders of $660 million, or $1.07 per share, down from $1,462 million in the prior-year quarter. Its primary non-GAAP measure, Adjusted Net Income, rose to $1.54 billion, or $2.47 per share, from $1.36 billion, and the company said it intends to raise its annual common dividend 10% starting in the first quarter of 2026.
GAAP net income attributable to common stockholders was $660 million ($1.07 per share) in Q4 2025, versus $1,462 million in Q4 2024; full-year 2025 was $3,395 million ($5.58 per share).
Adjusted Net Income was $1,540 million ($2.47 per share) in Q4 2025, up from $1,360 million ($2.22 per share) a year earlier.
Fee Related Earnings reached a record $690 million in Q4 2025, and total revenues were $9,864 million versus $5,283 million in Q4 2024.
Apollo intends to increase the annual common dividend 10%, from $2.04 to $2.25 per share, starting with the first quarter 2026 dividend; a $0.51 quarterly dividend is payable February 27, 2026.
Apollo and its subsidiary Athene preliminarily estimated fourth-quarter 2025 alternative net investment income at approximately $325 million pre-tax, an estimated 10% annualized return on alternative net investments. The figures are unaudited and not yet closed, and the full earnings release is scheduled for February 9, 2026, so final results may differ materially.
Estimated alternative net investment income of approximately $325 million pre-tax for the quarter ended December 31, 2025
Estimated 10% annualized return on Athene's pooled investment vehicle, which holds the large majority of its alternative investments
Estimated 7% annualized return on other alternative investments, including retirement services platforms
Full fourth-quarter earnings release and financial supplement scheduled for February 9, 2026
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