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Dec 31, 2025
Apollo Q4 2025 Earnings Report
Reported strong quarterly results with record earnings and asset growth.
Key Takeaways
Apollo delivered strong Q4 2025 performance with solid earnings, robust revenue, and record assets under management driven by inflows and origination activity.
Generated strong GAAP net income attributable to common stockholders in Q4 2025.
Achieved record total assets under management supported by continued inflows.
Delivered robust adjusted earnings driven by fee-related and spread-related earnings.
Maintained strong balance sheet and capital position entering 2026.
Forward Guidance
Management highlighted confidence in continued growth driven by origination strength, inflows, and expanding retirement services platform.
Positive Outlook
- Planned increase in common stock dividend beginning in 2026.
- Strong origination pipeline across credit and capital solutions.
- Continued inflow momentum across asset management and retirement services.
- Large proportion of perpetual capital supporting durable earnings.
- Strong capital position enabling shareholder returns and growth investments.
Challenges Ahead
- Exposure to market volatility and interest rate fluctuations.
- Potential variability in investment realizations.
- Regulatory and geopolitical uncertainties.
- Competitive pressures in alternative asset management.
Historical Earnings Impact
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Avg. Return Before/After Earnings
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