What Are Wall Street Analysts' Target Price for Apollo Global Management Stock?

With a market cap of $70.5 billion, Apollo Global Management, Inc. (APO) is a global alternative investment manager specializing in credit, private equity, infrastructure, real estate, and hedge fund strategies across both private and public markets. The firm serves institutional and individual investors worldwide, deploying contrarian, value, and distressed investment approaches across a broad range of industries and regions.

Shares of the New York-based company have lagged behind the broader market over the past 52 weeks. APO stock has decreased 5.3% over this time frame, while the broader S&P 500 Index ($SPX) has returned 10.3%. Moreover, shares of the company are down 18.9% on a YTD basis, compared to SPX’s 10.2% gain. 

Focusing more closely, shares of Apollo Global Management have underperformed the State Street Financial Select Sector SPDR ETF’s (XLF) 9.8% rise over the past 52 weeks.

Apollo Global Management reported weaker-than-expected Q3 2026 results on Nov. 3, with adjusted EPS of $2.07 and declined from $2.11 in both the prior quarter and year-ago period. The earnings shortfall reflected weaker spread-related earnings, which fell to $844 million from $877 million in Q2 and $871 million a year earlier, and management fees of $1.02 billion came in below the estimate and assets under management of $1.07 trillion missed the consensus. The declines came despite fee-related earnings rising to a record $802 million, above the estimate, and quarterly originations reaching a record $114 billion, up from $74 billion in Q2, as gross inflows slipped to $53 billion.

For the fiscal year ending in December 2026, analysts expect Apollo Global Management’s EPS to grow 8% year-over-year to $7.96. The company’s earnings surprise history is mixed. It beat the consensus estimates in two of the last four quarters while missing on two other occasions. 

Among the 23 analysts covering the stock, the consensus rating is a “Moderate Buy.” That’s based on 14 “Strong Buy” ratings, one “Moderate Buy,” and eight “Holds.” 

This configuration has remained unchanged over the past three months

On Sept. 2, JPMorgan analyst Kenneth Worthington raised its price target on Apollo Global Management to $154, maintaining an “Overweight“ rating.

The mean price target of $147.86 represents a 23.8% premium to APO’s current price levels. The Street-high price target of $173 suggests a 44.8% potential upside. 

On the date of publication, Sohini Mondal did not directly have a position in any of the securities mentioned in this article. All information and data in this article is solely for informational purposes. For more information please view the Barchart Disclosure Policy here.