Apollo faces as much as $1.1B in loss on MFS collapse - report

Apollo Global Management (APO) is in talks to acquire Johnson & Johnson's (JNJ) orthopedics unit, DePuy Synthes, for around $20 billion, according to Bloomberg. The unit generated $9.3 billion in 2025 revenue. J&J may also consider a public spin-off. The deal could provide Apollo with a high-margin asset and J&J with liquidity for other investments.

Apollo Global Management is discussing financing major energy projects in Azerbaijan, according to Jamshid Ehsani, Head of Global Structured Finance. Ehsani highlighted investment opportunities in critical minerals and energy infrastructure, and noted discussions with the State Oil Company of Azerbaijan (SOCAR). Apollo and SOCAR have already expanded cooperation, with Apollo acquiring a minority stake in TANAP and exploring additional financing of up to $300 million.

Apollo Global Management (APO) faces potential $1.1B losses from the collapse of Market Financial Solutions. Despite this, APO offers a 1.71% dividend yield with a 49% payout ratio and 7.6% 3-year growth. GF Value™ suggests APO is 0.7% overvalued at $124.73. APO's GF Score™ is 77/100, with strong profitability and momentum but weak growth. Insiders and gurus have been selling shares.

Johnson & Johnson (JNJ) is considering selling its orthopedics unit, DePuy Synthes, for $20 billion to Apollo Global Management. The move aligns with J&J's strategy to streamline operations and focus on higher-growth, higher-margin businesses. According to the company, this will accelerate its shift toward more profitable markets. The sale could provide J&J with cash for stock buybacks, debt reduction, or reinvestment.

Apollo Global Management (APO) is nearing a deal for a 16% stake in the New York Yankees, valued at over $12 billion. The investment, structured as credit and equity, includes 8% common equity and 8% convertible preferred stock. Apollo aims to leverage sports' stable cash flows and rising franchise values, though concerns include valuation, lack of control, and media rights uncertainty. APO shares are down 12% this year, and the deal is unlikely to significantly impact earnings.

Apollo Global Management (APO) is set to acquire a 16% stake in the New York Yankees, valuing the franchise at over $12 billion. The $2.6 billion investment, split between equity and debt, is the largest ownership position outside the Steinbrenner family. Apollo will initially own 8% and receive convertible preferred shares for another 8%. The deal provides the Yankees with financial flexibility and may refinance existing debt. The Steinbrenners retain control with over 60% ownership.