How this company measures up on the fundamentals that matter
Apollo Global Management, Inc. is a private equity firm specializing in investments in credit, private equity, infrastructure, secondaries and real estate markets. The firm prefers to invest in private and public markets. The firm's private equity investments include traditional buyouts, recapitalization, distressed buyouts and debt investments in real estate, corporate partner buyouts, distressed asset, corporate carve-outs, middle market, growth, venture capital, turnaround, bridge, corporate restructuring, special situation, acquisition, and industry consolidation transactions. For credit strategies, the firm focuses to invest in multi-sector credit, semi-liquid credit, direct lending, first lien, unitranche, whole loans and private credit. The firm provides its services to endowment and sovereign wealth funds, as well as other institutional and individual investors. It manages client focused portfolios. The firm launches and manages hedge funds for its clients. It also manages real estate funds and private equity funds for its clients. The firm invests in the fixed income and alternative investment markets across the globe. Its fixed income investments include income-oriented senior loans, bonds, collateralized loan obligations, structured credit, opportunistic credit, non-performing loans, distressed debt, mezzanine debt, and value oriented fixed income securities. The firm seeks to invest in chemicals, commodities, consumer and retail, oil and gas, metals, mining, agriculture, commodities, distribution and transportation, financial and business services, manufacturing and industrial, media distribution, cable, entertainment and leisure, telecom, technology, natural resources, energy, packaging and materials, and satellite and wireless industries. It also focuses on clean energy, sustainable industry, climate solutions, energy transition, industrial decarbonization, sustainable mobility, sustainable resource use, and sustainable real estate. It seeks to invest
https://www.apollo.com/institutional/homepage
Five compliance checks based on AAOIFI standards — all must pass for ethical clearance
Trading at $133 against a fair value of $214, a 38% discount. Fails ethical screen (Business activity screen). Ranks better than 64% of screened stocks.
Statistical analysis of price behaviour, risk, and market regime — independent of fundamental data
Trading characteristics and market positioning
Balance sheet strength and cash generation — the foundation of long-term value
SEC Form 4 filings — what company insiders are buying and selling
| Date | Insider | Title | Type | Shares | Value |
|---|---|---|---|---|---|
| 2026-05-15 | KELLY MARTIN B | Chief Financial Officer | 570 | — | |
| 2026-05-14 | KELLY MARTIN B | Chief Financial Officer | 7,000 | $942,514 | |
| 2026-05-07 | O'NEILL MITRA | Director | 1,771 | — | |
| 2026-02-17 | KLEINMAN SCOTT M | President | 2,048 | $264,663 | |
| 2026-02-13 | BELARDI JAMES RICHARD | Officer and Director | 147,813 | $4,367,874 | |
| 2026-02-10 | CHATTERJEE WHITNEY A | Officer | 96,046 | — | |
| 2026-02-10 | ZITO JOHN P. | Officer | 167,252 | — | |
| 2026-02-10 | KINAHAN KRISTIANE ELAINE | Officer | 10,912 | — | |
| 2026-02-10 | KELLY MARTIN B | Chief Financial Officer | 116,087 | — | |
| 2026-02-10 | BELARDI JAMES RICHARD | Officer and Director | 41,892 | — |
Congressional trading disclosures involving this instrument
| Date | Politician | Party | Type | Amount |
|---|---|---|---|---|
| 2026-04-13 | Ro Khanna | Democrat | Sale | 1K–15K |
Data sourced from public filings and market feeds. Not financial advice. Updated: