NEW YORK, Feb. 17, 2026 (GLOBE NEWSWIRE) -- Pomerantz LLP is investigating claims on behalf of investors of Apollo Global Management, Inc. (“Apollo” or the “Company”) (NYSE: APO). Such investors are advised to contact Danielle Peyton at newaction@pomlaw.com or 646-581-9980, ext. 7980. The investigation concerns whether Apollo and certain of its officers and/or directors have engaged in securities fraud or other unlawful business practices.  [Click here for information about joining the class action] On Febr ...

资产管理规模扩张与全球布局：公司资产管理规模（AUM）在2025年第四季度达到9380亿美元，同比 增长25%。阿波罗继续专注于全球扩张和生态系统特定战略，可能通过并购或新市场渗透提升影响力。 行业政策与环境 行业与监管环境变化：亚太经合组织（APEC）2026年会议等国际事件可能影响全球资本流动和政策协 调，阿波罗作为另类资产管理公司，需关注贸易、数字经济和绿色转型等议题带来的机遇或挑战。 战略推进 战略转向防御性姿态：自2025年底以来，阿波罗管理层强调降低风险，包括增加现金储备、削减杠杆贷 款敞口（如将CLO敞口减半至200亿美元）并减少高风险资产投资。这一转变旨在应对潜在的市场动荡 和宏观经济压力。 公司业务状况 经济观察网 基于截至2026年2月的公开信息，阿波罗全球管理公司（APO）有以下值得关注的事件和发 展动向，主要围绕其财务表现、战略调整和行业环境： 业绩经营情况 2026年财务增长指引：在2025年第四季度财报中，阿波罗预计2026年费用相关收益将增长超过20%，目 标Athene资金流入达850亿美元，同时利差相关收益预计增长10%。这反映了公司对财富、保险和机构 市场扩张的信心。 以上 ...

Addressing Apollo’s “Private Credit: Fact or Fiction?” white paper, Zelter said “private credit” is often narrowly defined by direct lending, but Apollo views it as much broader—encompassing assets that historically sat on bank balance sheets or were not part of liquid markets. He traced the rise of sponsor-backed direct lending as a third leg of non-investment-grade financing alongside high-yield bonds and leveraged loans, describing its growth from “zero to $2 trillion.”Using a golf analogy, Zelter said t ...

He said origination drove management fee growth, supported syndication revenue through capital solutions, and helped generate “attractive spread assets.” Kelly also said Apollo’s capital solutions business (ACS) produced an $800 million year, which he said exceeded expectations, and he emphasized that ACS results are linked to origination.Referencing Apollo’s earnings reported the prior day, Kelly said the firm finished “a really strong year,” highlighting that Apollo exceeded its initial guidance for mid-t ...

When Jeff Bezos said that one breakthrough technology would shape Amazon’s destiny, even Wall Street’s biggest analysts were caught off guard. Fast forward a year and Amazon’s new CEO Andy Jassy described generative AI as a “once-in-a-lifetime” technology that is already being used across Amazon to reinvent customer experiences. At the 8th Future Investment Initiative conference, Elon Musk predicted that by 2040 there would be at least 10 billion humanoid robots, with each priced between $20,000 and $25,000 ...

美国私募信贷行业对软件行业的实际贷款敞口可能远超其披露水平。 以Pricefx为例，该公司在其网站上高调标榜自己为"排名第一的领先定价软件"，然而其主要贷款方之一Sixth Street Partners却将其归类为"商业服务"公司而非软件公司。 Sixth Street在文件中表示，公司按终端市场对投资进行分组，因此软件不作为单独类别显示，尽管其承认许多 投资组合公司主要提供软件产品或服务，这也使其面临该行业的下行风险。 此外，Apollo将自称为"IT管理软件"公司的Kaseya归类为"专业零售"，而Blackstone和Golub则将其归入软件类 别。 更甚者，Golub将自称为"后台餐厅系统软件"提供商的Restaurant365标记为"食品产品"，与路易斯安那炸鱼粉和 Bazooka口香糖制造商并列；而Ares则将其归入软件和服务类持仓。 巴克莱策略师Corry Short指出，这种不一致性使得比较整个市场的软件敞口变得异常困难。 2月13日，据彭博对七家主要商业开发公司(BDC)的数千笔持仓进行审查后发现，至少250笔投资、价值超过90亿美元的贷 款未被贷方标注为软件行业贷款，尽管这些借款公司被其 ...

据官方博客，Morpho Association 宣布与 Apollo Global Management 旗下关联方达成合作协议。根据协 议，Apollo 可在 48 个月内通过二级市场、场外交易等方式累计购入不超过 9000 万枚 MORPHO 代币， 并受转让与交易限制。双方将合作支持 Morpho 协议上的链上借贷市场，Galaxy Digital UK Limited 担任 Morpho 的独家财务顾问。 （来源：吴说） ...

Shares of Apollo Global Management, Inc. ( APO ) have been a poor performer over the past year, losing about 20% of their value. While the company continues to report excellent fundraising results, concerns about private equity and credit, with new concerns about the software sector, haveOver fifteen years of experience making contrarian bets based on my macro view and stock-specific turnaround stories to garner outsized returns with a favorable risk/reward profile. If you want me to cover a specific stock ...

Group 1 - Apollo Global Management, Inc. (APO) shares have declined approximately 20% over the past year despite strong fundraising results [1] - Concerns are rising regarding private equity and credit markets, with additional worries emerging in the software sector [1]

阿波罗(APO.US)、Ares(ARES.US)、黑石(BX.US)、KKR(KKR.US)和其他私募股权公司的管理层正努力 说服股市投资者，他们的投资组合不会受到软件行业抛售潮的影响。这场抛售潮的根源在于人们担心人 工智能会使软件行业失去竞争力。 另类资产管理公司主要投资于传统股票和债券市场之外的资产，它们一直未能摆脱去年底以来对私募信 贷风险的担忧。如今，尽管数十亿美元的新客户资金涌入，且并购活动复苏(分析师认为这应该会转化 为更多收入和利润)，但软件股的抛售潮仍然进一步拉低了这些资产管理公司的股价。 过去两周，高管们在公布财报时力挺其投资组合的质量，这有助于近期收复部分失地，但不足以扭转持 续数月的颓势。 颠覆性风险 Ares旗下大型债务基金的首席执行官Kort Schnabel在2月4日的基金财报电话会议上表示："人工智能可能 是我们所能想象的最具颠覆性的技术风险。我不想粉饰太平。但我们仍然坚信，我们构建的投资组合将 能够高度抵御这种风险。" Ares上周公布财报时告诉投资者，其集团整体资产中约有6%投资于软件公司。首席执行官Michael Arougheti表示，其软件投资组合高度多元化，其中"极 ...