earnings
confidence high
sentiment neutral
materiality 0.70
Apollo estimates Q1 2026 alternative net investment income ~$205M pre-tax, 6% annualized return
Apollo Global Management, Inc.
2026-Q1 EPS reported
-$3.27
revenue$5,059,000,000
- Preliminary alternative net investment income ~$205M pre-tax for Q1 2026, equating to 6% annualized return.
- Athene's pooled investment vehicle returned ~7% annualized, vs. S&P 500 (17)% annualized.
- Lower contribution from origination platforms including ATLAS SP Partners.
- Athene's other alternative investments returned ~3%; Athora raised capital at valuation consistent with Dec 31 book value.
- Full Q1 2026 earnings scheduled for release on May 6, 2026.