APO Earnings
Friday, May 01 2026
EPS Estimate
$2.15
$2.07 – $2.24
Revenue Estimate
$1.2B
Current Price
$127.33
Our Position
bearish · highApollo Faces $750M Redemptions, Eyes May 6 Results
est. revisions falling
(-8.9pp / 30d)
The size of redemptions and criticism signal stress in Apollo's private credit funds, challenging liquidity and investor confidence ahead of earnings. Insider selling adds pressure on sentiment.
Watch: May 6 Q1 earnings will reveal Apollo's ability to manage loan losses, liquidity, and redemption pressures amid a troubled private credit market.
Data Signal Summary
1 bullish
3 bearish
Estimates down -8%
Insider buying cluster
Put/call 2.2 (bearish skew)
Price downtrend
Key Context
Insider Activity
mixed
Price Trend
downtrend
From 52w High
0.0%
P/E Ratio
22.5
Est. Revisions (30d)
-8.4% 0up/8dn
Analyst Target (mean)
$140 $108–$181 +10%
Options P/C Ratio
2.25
Est. Dispersion
22% 16 analysts
Insider Cluster
strong buy
Fund Convergence
strong Tiger Global, Citadel, D.E. Shaw
Recent Activity
insider trades
90 transactions
Award
·
KLEINMAN SCOTT M (President)
·2,048 shares
·$264,663
Exercise
·
BELARDI JAMES RICHARD (Officer and Director)
·147,813 shares
·$4,367,874
Award
·
ZELTER JAMES C (President)
·29,313 shares
Award
·
KELLY MARTIN B (Chief Financial Officer)
·116,087 shares
Award
·
BELARDI JAMES RICHARD (Officer and Director)
·41,892 shares
85 more
Award
·
KVALHEIM GRANT A
·19,035 shr
Award
·
CHATTERJEE WHITNEY A
·96,046 shr
Award
·
ZITO JOHN P.
·167,252 shr
Award
·
KINAHAN KRISTIANE ELAINE
·10,912 shr
Other
·
BELARDI JAMES RICHARD
·33,263 shr
Sell
·
CHATTERJEE WHITNEY A
·8,500 shr
·$1,241,257
Other
·
KELLY MARTIN B
·1,035 shr
Other
·
BELARDI JAMES RICHARD
·1,500 shr
Sell
·
KELLY MARTIN B
·6,000 shr
·$788,434
Award
·
KLEINMAN SCOTT M
·10,136 shr
·$1,314,031
Other
·
KLEINMAN SCOTT M
·26,295 shr
Other
·
BLACK LEON D
·119,820 shr
Other
·
ROWAN MARC J
·134,000 shr
Sell
·
BLACK LEON D
·915,000 shr
·$122,637,450
Award
·
KLEINMAN SCOTT M
·9,279 shr
·$1,323,185
Other
·
KELLY MARTIN B
·795 shr
Sell
·
KELLY MARTIN B
·15,500 shr
·$2,249,230
Sell
·
CHATTERJEE WHITNEY A
·4,500 shr
·$657,149
Other
·
BLACK LEON D
·442,000 shr
Other
·
BLACK LEON D
·59,000 shr
Award
·
SWANN LYNN C
·1,446 shr
Award
·
LEACH BRIAN
·1,446 shr
Award
·
COHN GARY D
·1,808 shr
Award
·
JOYNER PAMELA J
·1,446 shr
Award
·
RICHARDS PAULINE D E
·1,446 shr
Award
·
BEILINSON MARC A. J.D.
·1,446 shr
Award
·
BIBLIOWICZ JESSICA M
·1,446 shr
Award
·
O'NEILL MITRA
·1,446 shr
Award
·
HEALEY KERRY MURPHY
·1,446 shr
Award
·
SIMON DAVID E
·1,446 shr
Other
·
KELLY MARTIN B
·25,035 shr
Award
·
KLEINMAN SCOTT M
·3,966 shr
·$539,455
Buy
·
RICHARDS PAULINE D E
·550 shr
·$78,071
Other
·
KELLY MARTIN B
·230 shr
Sell
·
KELLY MARTIN B
·4,000 shr
·$530,272
Award
·
KRONGARD ALVIN BERNARD
·1,362 shr
Award
·
BIBLIOWICZ JESSICA M
·1,520 shr
Award
·
O'NEILL MITRA
·1,767 shr
Sell
·
BLACK LEON D
·607,725 shr
·$67,697,526
Buy
·
LB 2018 GST TRUST
·607,725 shr
·$67,697,526
Sell
·
BLACK LEON D
·500,000 shr
·$71,001,003
Buy
·
BELARDI JAMES RICHARD
·1 shr
·$281
Award
·
KLEINMAN SCOTT M
·1,594 shr
·$261,224
Sell
·
KELLY MARTIN B
·5,000 shr
·$791,378
Other
·
KELLY MARTIN B
·305 shr
Award
·
ZELTER JAMES C
·60,914 shr
Award
·
KELLY MARTIN B
·114,343 shr
Award
·
BELARDI JAMES RICHARD
·21,082 shr
Award
·
TANGUY LOUIS-JACQUES
·6,231 shr
Award
·
ZITO JOHN P.
·244,673 shr
Other
·
ZELTER JAMES C
·112,560 shr
Other
·
BELARDI JAMES RICHARD
·29,700 shr
Sell
·
KELLY MARTIN B
·10,000 shr
·$1,736,634
Sell
·
TANGUY LOUIS-JACQUES
·2,500 shr
·$441,250
Sell
·
ZELTER JAMES C
·500,000 shr
·$86,950,875
Other
·
KLEINMAN SCOTT M
·21,564 shr
Other
·
CHATTERJEE WHITNEY A
·461 shr
Sell
·
KLEINMAN SCOTT M
·500,000 shr
·$86,835,230
Sell
·
BLACK LEON D
·1,000,000 shr
·$173,477,024
Other
·
KELLY MARTIN B
·3,545 shr
Sell
·
KELLY MARTIN B
·5,000 shr
·$863,050
Sell
·
CHATTERJEE WHITNEY A
·6,200 shr
·$1,074,851
Other
·
BELARDI JAMES RICHARD
·5,691 shr
Award
·
KLEINMAN SCOTT M
·12,093 shr
·$1,892,295
Other
·
SOCRATES TRUST
·14,029 shr
Other
·
BELARDI JAMES RICHARD
·36,202 shr
Buy
·
O'NEILL MITRA
·923 shr
·$100,053
Sell
·
ZELTER JAMES C
·100,000 shr
·$11,014,011
Other
·
KLEINMAN SCOTT M
·36,279 shr
Award
·
KLEINMAN SCOTT M
·12,202 shr
·$1,312,315
Buy
·
RICHARDS PAULINE D E
·2,351 shr
·$246,657
Award
·
JOYNER PAMELA J
·1,699 shr
Award
·
RICHARDS PAULINE D E
·1,699 shr
Award
·
DUCEY MICHAEL E
·1,699 shr
Award
·
KRONGARD ALVIN BERNARD
·1,699 shr
Award
·
CLAYTON WALTER JOSEPH III
·2,123 shr
Award
·
HEALEY KERRY MURPHY
·1,699 shr
Award
·
SIMON DAVID E
·1,699 shr
Other
·
BLACK LEON D
·1,000,000 shr
Other
·
KELLY MARTIN B
·745 shr
Award
·
KLEINMAN SCOTT M
·2,100 shr
·$233,478
Other
·
BLACK LEON D
·6,000,000 shr
Other
·
ROWAN MARC J
·200,000 shr
Other
·
KELLY MARTIN B
·550 shr
Sell
·
KELLY MARTIN B
·30,000 shr
·$3,338,687
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