The massive EPS beat and AUM milestone reinforce Apollo's growth narrative in alternative asset management. Monitor the full earnings presentation for fee-related earnings details and any forward guidance on fundraising or deployment pace.
Price Chart
Executive Summary
Apollo reported Q1 2026 EPS of $2.47, a 31.0% beat vs. consensus of $1.88, and AUM surpassed $1 trillion for the first time. Record fee-related earnings and strong operating momentum drove the beat, though no explicit revenue figure or guidance was provided in the release.
Key Financial Metrics
Key Facts
- Q1 2026 EPS of $2.47 beat consensus of $1.88 by 31.0%
- Assets under management surpassed $1 trillion, reaching approximately $1.03 trillion as of March 31, 2026
- Record fee-related earnings for the quarter
- Declared common stock dividend of $0.5625 per share, payable May 29, 2026
- Declared mandatory convertible preferred stock dividend of $0.8438 per share, payable July 31, 2026
Financial Impact
EPS beat of $0.59 (31.0%) vs consensus; AUM crossed $1 trillion milestone
Risk Factors
- No explicit revenue or guidance figures in the press release — full details may alter sentiment
- Market conditions (inflation, rates, geopolitical tensions) could impact AUM growth and fee income
- Dividend yield is modest relative to the stock price; capital return policy may not satisfy all investors
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 1 press release from GlobeNewswire.
| Document | Accession Number |
|---|---|
| PRESS-RELEASE Data (Synthetic) | press-3288612 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Sep 16, 2026 16d ago | Press Release | $124.53 $124.36 | ▼ −0.14% | ▼ −2.70% | $114.02 (−8.44%) |
Aug 24, 2026 5w ago | 8-K | $132.79 $136.58 | ▲ +2.85% | ▲ +2.39% | $114.02 (−14.14%) |
Aug 11, 2026 7w ago | 8-K | $140.28 $133.85 | ▼ −4.58% | ▼ −4.18% | $114.02 (−18.72%) |
Aug 8, 2026 7w ago | 144 | $132.02 $134.54 | ▼ −1.91% | ▼ −1.96% | $114.02 (+13.63%) |
Aug 4, 2026 8w ago | 8-K | $133.20 $140.28 | ▲ +5.32% | ▲ +5.42% | $114.02 (−14.40%) |
Aug 3, 2026 8w ago | Press Release | $133.20 $140.28 | ▲ +5.32% | ▲ +5.42% | $114.02 (−14.40%) |
Jul 20, 2026 10w ago | Institutional Cluster | $118.40 $124.24 | ▲ +4.93% | ▲ +6.16% | $114.02 (−3.70%) |
Jun 2, 2026 17w ago | Press Release | $124.35 $131.14 | ▲ +5.46% | ▲ +9.28% | $114.02 (−8.31%) |
May 12, 2026 20w ago | Press Release | $131.93 $134.07 | ▲ +1.62% | ▲ +1.54% | $114.02 (−13.58%) |
May 11, 2026 20w ago | Press Release | $130.46 $134.07 | ▲ +2.77% | ▲ +2.85% | $114.02 (−12.60%) |
US Market Status
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