Apollo Global stock holds Buy rating, $227 target at TD Cowen

Published 03/02/2025, 22:38
Apollo Global stock holds Buy rating, $227 target at TD Cowen

On Monday, TD Cowen maintained a positive stance on Apollo Global Management (NYSE:APO), a $94.9 billion market cap investment giant that has delivered an impressive 68% return over the past year. The firm reiterated a Buy rating and a price target of $227.00. The endorsement follows the recent announcement of a new five-year employment agreement with CEO Marc Rowan, released after market close on January 31. The firm’s analysts view this development as a positive sign, coming on the heels of significant senior executive promotions that were announced on January 15.

TD Cowen’s analysts believe that the market’s current positioning on Apollo Global’s stock is negative. However, the firm remains a top pick for the analysts, who cite the potential benefits from a higher-for-longer interest rate environment. They anticipate a constructive strategic update from the company, which is expected to report its latest financial results on February 4. According to InvestingPro data, Apollo trades at an attractive P/E ratio of 17.8x relative to its near-term earnings growth, suggesting potential upside opportunity.

The upcoming update is likely to cover various aspects of Apollo Global’s operations, including originations, capital solutions, wealth management, fee-related earnings margins, and commentary on the retirement market that could be directionally favorable. TD Cowen’s analysts underscore their affirmation of the Buy rating and the $227 price target, signaling confidence in the company’s prospects. InvestingPro analysis reveals strong fundamentals, with a healthy current ratio of 1.93 and consistent dividend payments maintained for 14 consecutive years.

Apollo Global Management has been under the spotlight due to its executive movements and strategic directions, which are closely watched by investors. The firm’s performance and future outlook, particularly in the context of the current economic climate, are of keen interest to the market. The reaffirmation of the Buy rating and price target by TD Cowen reflects an optimistic view of Apollo Global’s potential to thrive amid these conditions. InvestingPro analysis indicates the stock is currently undervalued, with 12 additional exclusive insights available to subscribers, including detailed Fair Value analysis and comprehensive financial health metrics.

In other recent news, Apollo Global Management has been making significant strides in the investment landscape. The firm recently invested $500 million in Aldar Properties’ Subordinated Notes, marking one of the largest corporate hybrid private placements in Abu Dhabi. This investment increases Apollo’s total investment in Aldar to approximately $1.9 billion since 2022. In a bid to democratize private market access, Apollo has partnered with Securitize, Inc. to provide tokenized investment opportunities, starting with the Apollo Diversified Credit Securitize Fund.

Apollo is also set to acquire Argo Infrastructure Partners, which will expand its infrastructure portfolio by approximately $6 billion. Additionally, Apollo’s parent company, Athene Holding (NYSE:ATH) Ltd., has announced plans to discuss their Q4 and full-year results for 2024 in a conference call. Apollo has also partnered with Standard Chartered (OTC:SCBFF) PLC, with the latter acquiring a minority stake in Apollo’s infrastructure debt platform, Apterra, to bolster global financing for infrastructure and renewable energy projects.

In legal developments, a recent court ruling favored Apollo’s Leon Black, dismissing a defamation claim brought forth by Guzel Ganieva. These recent developments reflect Apollo’s strategic growth, partnerships, and legal victories.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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