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Apollo Reports Q4 Preliminary Net Investment Income of $325M

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Key Takeaways

  • Apollo reported preliminary Q4 alternative net investment income of about $325M pre-tax.
  • Athene Holding's pooled investment vehicle is estimated to deliver a 10% annualized Q4 return.
  • Fourth-quarter 2025 income is expected to exceed $269M in Q4 2024, with steady growth projected ahead.

Apollo Global Management, Inc. (APO - Free Report) and its subsidiary Athene Holding Ltd. reported preliminary estimates of the company’s alternative net investment income for the fourth quarter ended Dec. 31, 2025.

The metric is a component of Spread Related Earnings, which is used to assess the performance of the company’s Retirement Services segment.

APO’s Preliminary Net Investment Income Details

The company estimates alternative net investment income to be approximately $325 million (pre-tax) for the fourth quarter ended Dec. 31, 2025, implying a 10% annualized return on alternative net investments.

Among these alternative net investments, Athene’s pooled investment vehicle, which holds the majority of its alternative assets, is estimated to deliver a 10% annualized return for the fourth quarter. Other alternative investments, including retirement services platforms, are expected to return nearly 7% during the same period. These estimates exclude income attributable to non-controlling interests.

The fourth quarter of 2025 alternative investment income is expected to be higher than the $269 million reported in the fourth quarter of 2024.

Alternative investment income is projected to grow steadily, supported by global economic expansion, technological advancements, digital innovation in financial services, and rising demand for capital raising.

APO’s Zacks Rank & Price Performance

APO’s shares have gained 20% in the past three months compared with the industry’s 3.5% growth.

Zacks Investment ResearchImage Source: Zacks Investment Research

The company presently carries a Zacks Rank #3 (Hold).

Better-Ranked Finance Stocks

Other notable stocks are Ares Management Corporation (ARES - Free Report) and T. Rowe Price Group, Inc. (TROW - Free Report) . Each stock presently carries a Zacks Rank #2 (Buy). You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here.

ARES’s earnings estimates for 2025 have remained unchanged to $5.08 per share in the past 30 days. Its shares have gained 16.1% over the past three months.

TROW’s 2025 earnings estimates have also been revised upward to $9.76 per share in the past 30 days. Its shares have gained 1.9% over the past three months.


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