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APO · Apollo Global Management, Inc.

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$140.76 -2.82 (-1.96%) At close · Aug 14
Market Cap
$83.12B
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All earnings calls

Earnings call · FY2025 Q4

Apollo Global Management, Inc. Q4 FY2025 Earnings Call

Apollo Global Management, Inc. Q4 FY2025 Earnings Call

Concluded Feb 9, 2026 Audio replay
Feb 9, 2026 2:03 1 turns
Period
FY2025 Q4
Runtime
2:03
Sources
4 artifacts

Executive readout · one minute

What matters this quarter

Apollo reported Q4 and full-year 2025 results, highlighted by record origination activity exceeding $300 billion and inflows of more than $225 billion, driving record fee and spread related earnings. The board declared a $0.51 per share common stock dividend.

Business Overview 4 Investor Transparency 4 Athene Growth 2 Retirement Services 2

Management tone

Balanced

Net tone +0 · low hedging

Grounding quotes
  • “we are continuing a longer-term story here, one of tremendous success, profitable growth, and value creation, delivered consistently over time”
  • “Grant will provide an update hitting on Athene's growth capabilities and competitive advantages”
  • “we've structured this afternoon's discussion to have three core segments”

Forward guidance

4 guided metrics

Management's latest ranges and targets are included below.

Research coverage

4 live sources

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Revenue · derived Q4 $9.86B +86.7% YoY
Net income · derived Q4 $684.00M -54% YoY

Research materials

Open the source you need; every reader stays inside this workspace.

Key takeaways

What improved, and what deserves a closer read.

Constructive signals

  • Record origination activity exceeding $300 billion in 2025
  • Inflows of more than $225 billion in 2025
  • Record fee and spread related earnings in 2025
  • Approximately $938 billion of assets under management as of December 31, 2025
  • Declared $0.51 per share common stock dividend for Q4 2025

Guidance from the call

Stated verbally and extracted from the transcript.

Metric Guided
FRE growth
26
at least 20%
Inflows
26
$85B
SRE growth
average through 29
10%
SRE growth
26
10%

Quarter detail

How the reported period landed and where the business moved.

Capital returned

Buybacks · derived
$240.00M
Dividend / share
$0.51
Full-screen source Call document