Innovative partnership leverages the best of Schroders and Apollo to deliver improved client outcomes, with ambition to reach multi-billion-dollar annual flows across both new and existing clientsLONDON and NEW YORK, Feb. 09, 2026 (GLOBE NEWSWIRE) -- Schroders (LON: SDR) and Apollo (NYSE: APO) today announce a strategic partnership to develop a next generation of innovative wealth and retirement investment solutions aimed at enhancing client choice and outcomes. The partnership brings together two global le ...

Core Viewpoint - The private credit markets are experiencing increased uncertainty due to the emergence of AI-driven tools that may disrupt traditional software business models, particularly affecting software companies that are significant borrowers in the private lending space [1][2]. Group 1: Impact of AI on Software Companies - AI tools developed by Anthropic are designed to perform complex tasks that many software companies currently charge for, raising concerns about the potential weakening of traditional software business models [2]. - The software sector, which has been a favored area for private credit lenders since 2020, is now facing pressure as AI adoption could accelerate faster than companies can adapt [5][7]. - Software companies account for approximately 17% of loans held by U.S. business development companies, making them a significant focus for private credit lenders [6]. Group 2: Market Reactions and Financial Implications - Shares of major asset managers with substantial private credit franchises have declined significantly, with Ares Management falling over 12%, Blue Owl Capital losing over 8%, and KKR declining almost 10% [3]. - UBS Group has warned that default rates in U.S. private credit could rise to 13% in an aggressive disruption scenario, which is notably higher than the projected stress for leveraged loans and high-yield bonds [7]. - The private credit industry, valued at $3 trillion, is facing concerns over leverage, opaque valuations, and the risk of isolated problems becoming systemic issues [9]. Group 3: Credit Risk and Future Outlook - The potential for credit risk varies among software and services sector borrowers, depending on their position relative to AI advancements [10]. - Payment-in-kind (PIK) loans, which allow borrowers to defer interest payments, are prevalent among software companies, posing risks if their financial situations deteriorate [11]. - Experts indicate that while the private credit industry may currently absorb losses, ongoing credit growth could lead to significant credit problems in the future [13].

Earnings Expectations - Analysts forecast an EPS of approximately $2.03–$2.04 and core revenue of around $1.19–$1.20 billion for Q4 2025, with consensus near $1.193–$1.20 billion, focusing on fee-related revenue and spread-related earnings as key operating metrics [1] Investigation Impact - An ongoing investigation by Pomerantz LLP into potential securities fraud follows revelations of discussions between Apollo executives and Jeffrey Epstein regarding tax arrangements, contradicting prior statements of no business dealings with Epstein [2][4] Financial Performance - Apollo reported strong Q3 2025 results with GAAP net income of approximately $1.7 billion, or $2.82 per share, marking significant growth from $787 million, or $1.30 per share, in the prior-year period, driven by record fee-related earnings and robust spread-related earnings [3][5] Upcoming Earnings Release - Apollo is scheduled to release its Q4 2025 and full-year 2025 earnings on February 9, 2026, before market open, with a conference call at 8:30 AM ET, amid the ongoing investigation [4] Performance Highlights - Q3 2025 highlights included record fee-related earnings of $652 million (up 23% YoY), near-record spread-related earnings, $82 billion in inflows, and total assets under management reaching $908 billion (up 24% YoY), with analysts projecting a year-over-year EPS decline of about 8.6% but core revenue growth of around 24.8%–25% for Q4 [5] Valuation Metrics - Apollo's key valuation metrics include a trailing P/E ratio of around 17–19x, a price-to-sales ratio near 2.66, and a debt-to-equity ratio of approximately 0.95, indicating moderate leverage, with a current ratio of about 1.99 suggesting adequate short-term liquidity [6]

Apollo Global Management, Inc. (APO) is scheduled to announce fourth-quarter 2025 results on Feb. 9, before market open. APO’s quarterly earnings are expected to have declined from the year-ago period, while revenues are expected to have increased from the year-ago reported levels.In the last reported quarter, Apollo’s earnings topped the Zacks Consensus Estimate. Results were primarily aided by an increased asset under management (AUM) balance. However, rising expenses acted as a headwind in the quarter.AP ...

Group 1 - The article celebrates the fifth anniversary of High Yield Investor by offering a 30-day money-back guarantee, encouraging new memberships [1] - It highlights that some high-quality Business Development Companies (BDCs) are trading as if a significant increase in defaults and markdowns is imminent [1] - The article introduces Samuel Smith, a lead analyst with a strong background in dividend stock research and engineering, who leads the High Yield Investor group [1] Group 2 - High Yield Investor focuses on balancing safety, growth, yield, and value in its investment strategies [1] - The service provides various portfolios, including core, retirement, and international options, along with regular trade alerts and educational content [1] - The article includes a perspective quote emphasizing the importance of spiritual wealth over material wealth [1]

Core Viewpoint - Apollo Global Management is under investigation for potential securities fraud and unlawful business practices related to its tax arrangements with Jeffrey Epstein, which contradicts previous statements made by the firm [1][2]. Group 1: Investigation Details - Pomerantz LLP is investigating claims on behalf of investors of Apollo Global Management, Inc. regarding possible securities fraud or other unlawful business practices [1]. - The investigation is focused on whether Apollo and certain officers or directors engaged in misconduct related to their dealings with Epstein [1]. Group 2: Stock Market Reaction - Following the news of the investigation, Apollo's stock price experienced a decline of $7.69 per share, representing a 5.72% drop, closing at $126.85 per share on February 3, 2026 [2]. Group 3: Firm Background - Pomerantz LLP is recognized as a leading firm in corporate, securities, and antitrust class litigation, with a history of recovering significant damages for victims of securities fraud and corporate misconduct [3].

Jeffrey Epstein coordinated the creation of a legal vehicle in 2014 that allowed billionaire financiers Ronald Lauder and Leon Black to share ownership of a $25 million painting, a deal that sheds new light on the extent of the convicted sex offender’s connections to wealth and power.Black’s association with Epstein has been publicly known for years. And the trove of emails released by the Department of Justice last week reveals Epstein’s association with Lauder, an heir to the Estée Lauder cosmetics empire ...

LOS ANGELES--(BUSINESS WIRE)--Glancy Prongay Wolke & Rotter LLP, a leading national shareholder rights law firm, today announced that it has commenced an investigation on behalf of Apollo Global Management, Inc. ("Apollo†or the "Company†) (NYSE: APO) investors concerning the Company's possible violations of the federal securities laws. IF YOU ARE AN INVESTOR WHO LOST MONEY ON APOLLO GLOBAL MANAGEMENT, INC. (APO), CLICK HERE TO INQUIRE ABOUT POTENTIALLY PURSUING CLAIMS TO RECOVER YOUR LOSS. ...

investigation on behalf of Apollo Global Management, Inc. ("Apollo†or the "Company†) (NYSE: APO) investors concerning the Company's possible violations of federal securities laws. IF YOU ARE AN INVESTOR WHO SUFFERED A LOSS IN APOLLO GLOBAL MANAGEMENT, INC. (APO), CONTACT THE LAW OFFICES OF HOWARD G. SMITH ABOUT POTENTIALLY PURSUING CLAIMS TO RECOVER YOUR LOSS. Contact the Law Offices of Howard G. Smith to discuss your...## Corcept Therapeutics Incorporated (CORT) Shareholders Who Lost Money – Contact Law ...

In its upcoming report, Apollo Global Management Inc. (APO) is predicted by Wall Street analysts to post quarterly earnings of $2.03 per share, reflecting a decline of 8.6% compared to the same period last year. Revenues are forecasted to be $1.19 billion, representing a year-over-year increase of 24.8%.Over the past 30 days, the consensus EPS estimate for the quarter has been adjusted downward by 1% to its current level. This demonstrates the covering analysts' collective reassessment of their initial proj ...