Apollo Reports Third Quarter 2026 Results
Apollo Global Management, Inc. (APO) filed an SEC Form 8-K — Results of Operations and Financial Condition. Apollo Reports Third Quarter 2026 Results New York, November 3, 2026 — Apollo Global Management, Inc. (NYSE: APO) (together with its consolidated subsidiaries, “Apollo”) today reported results for the third quarter ended September 30, 2026. Marc Rowan, Chairman and Chief Executiv
How this was made
The 30-second read
Why it matters
The earnings beat expectations and dividend declaration provide fresh catalysts for price movement.
Market read
First‑report earnings and dividend announcement for a large‑cap manager, offering a clear trading signal.
What to watch
Potential concerns about leverage and future inflow sustainability are not addressed in the release.
Apollo Reports Third Quarter 2026 Results
Apollo described third-quarter results as strong, reported record quarterly origination of $114 billion, stated that trailing-twelve-month activity exceeded $350 billion, and said clients entrusted the firm with $270 billion of inflows. The filing, however, does not include the detailed financial presentation or reported earnings figures.
Key metrics
shortened, hover for the filing’s print| Metric | Value | q/q | y/y |
|---|---|---|---|
| Origination, third quarter 2026other | $114B | – | – |
| Activity, last twelve monthsother | $350B | – | – |
| Client inflows, last twelve monthsother | $270B | – | – |
| Assets under management, September 30, 2026other | approximately $1.07 trillion | – | – |
Capital returns
- Apollo Global Management, Inc. has declared a cash dividend of $0.5625 per share of its Common Stock for the third quarter ended September 30, 2026.
- This dividend will be paid on November 30, 2026 to holders of record at the close of business on November 18, 2026.
What drove it
- Origination reached a new high of $114 billion in the quarter.
- Over the last twelve months, activity exceeded $350 billion.
- Clients entrusted Apollo with $270 billion of inflows.
- Management cited record pipelines and tangible momentum across the business.
Concerns
- The filing does not include revenue, earnings, margin, cash flow, balance-sheet, or segment financial data.
- No numerical financial outlook was provided.
- Management identified risks including inflation, interest-rate fluctuations, market conditions, geopolitical events, fundraising, revenue and cash-flow variability, leverage, Athene financial-strength ratings, reinsurer performance, regulation, tax status, and litigation.
What to watch
- Whether record pipelines and reported momentum translate into the robust close to 2026 described by management.
- The progression of origination, client inflows, and assets under management.
- The detailed third-quarter presentation referenced by Apollo but not included in this filing text.
- Future dividend declarations, which remain at the sole discretion of Apollo Global Management, Inc.'s board of directors.
Balance sheet and cash flow
- As of September 30, 2026, Apollo had approximately $1.07 trillion of assets under management.
Analysis
Apollo's filing characterizes the third quarter as strong and centers the release on origination and client activity rather than on reported income-statement results. Quarterly origination reached a new high of $114 billion, while activity over the last twelve months exceeded $350 billion. Management also said clients entrusted the firm with $270 billion of inflows over the same last-twelve-month period. These operating indicators support management's description of tangible momentum and record pipelines across the business.
Apollo reported approximately $1.07 trillion of assets under management as of September 30, 2026. The filing attributes the reported operating momentum to the firm's model of originating assets and says its core earnings power is growing. It does not provide a prior-period AUM figure, prior-period origination figure, growth rate, or segment-level results, so the magnitude of period-over-period changes cannot be assessed from the filing text.
The sole disclosed capital-return action is a cash dividend of $0.5625 per share of Common Stock for the third quarter ended September 30, 2026. The dividend is scheduled for payment on November 30, 2026 to holders of record on November 18, 2026. The filing notes that dividend declarations and payments are at the board's sole discretion and provides no share-repurchase information.
Management expressed confidence in a robust close to 2026 and a strong setup for 2027, but the filing contains no quantitative outlook. It also does not include revenue, profitability, margins, earnings per share, cash flow, debt, liquidity, or financial-segment disclosures. Apollo states that a detailed third-quarter presentation is available on its Investor Relations website, but that presentation is not included in the supplied filing text. Investors therefore have operating-volume and AUM indicators, but not the financial statements necessary to evaluate earnings conversion, margins, capital allocation, or balance-sheet changes for the quarter.
Management, verbatim
Our strong third quarter results reflect the flywheel of our model, which starts with originating increasing amounts of good assets. Origination reached a new high of $114 billion in the quarter, and over the last twelve months, activity exceeded $350 billion while our clients entrusted us with $270 billion of inflows. Behind record pipelines and tangible momentum across the business, our core earnings power is growing and poised for a robust close to 2026 with a strong setup for 2027. Our mission remains clear: we are continuing to build a better, faster, stronger Apollo that is well positioned to lead the next generation of financial services.
Marc Rowan, Chairman and Chief Executive Officer at Apollo
Not in the filing
stated, not guessed- Total revenue
- Revenue prior-year comparison
- Revenue prior-quarter comparison
- Revenue growth rates
- Segment revenue and segment growth rates
- GAAP gross profit and gross margin
- Non-GAAP gross profit and gross margin
- GAAP operating income
- Non-GAAP operating income
- Operating expenses
- GAAP net income
- Non-GAAP net income
- GAAP earnings per share
- Non-GAAP earnings per share
- Operating cash flow
- Free cash flow
- Cash and cash equivalents
- Debt
- Share repurchases
- Quantitative financial guidance
- Prior guidance for comparison
- Detailed financial presentation referenced by Apollo
AlphAI analysis generated from the company’s SEC earnings filing (Form 8-K Item 2.02, or Form 6-K for a foreign private issuer). Every figure was cross-checked against the filing text; consensus estimates, price targets and share-price reactions are not shown because they are not in the filing. AI-generated research, not investment advice.
Background
Apollo Global Management is a high‑growth alternative asset manager with $1.07T AUM, reporting its Q3 2026 results via an SEC 8‑K filing.
Ticker impact
Apollo Global Management reported its Q3 2026 earnings, including $114B origination and a $0.5625 per share dividend.
likely upward pressure as the market prices in the strong results and dividend.
The press release is the first disclosure of the quarter's numbers and dividend, providing fresh material for traders.
Market effects
Positive earnings may lift the alternative asset management sector.
U.S. markets may see modest gains in financial services stocks.
Limited to investors tracking large-cap asset managers.
Counterpoint
If the market has already priced in strong performance, the stock could face a short-term pullback.
Key entities
- ExecutiveMarc Rowan
Chairman and CEO of Apollo, quoted in the release.
