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Apollo Global Management logoApollo Global Management APO

Apollo Global Management said it estimates alternative net investment income for the third quarter ended September 30, 2026 at approximately $375 million (pre-tax), which equates to an estimated 10% annualized return on alternative net investments.

8-KResults of Operations and Financial ConditionFiled Period of report Summary published (UTC)

Key points

AI summary
  1. Apollo Global Management said it estimates alternative net investment income for the third quarter ended September 30, 2026 at approximately $375 million (pre-tax), which equates to an estimated 10% annualized return on alternative net investments.

  2. The company estimates that the annualized return on Athene's investment in a pooled investment vehicle, through which it holds the large majority of its alternative investments portfolio, equates to an estimated 9% for Q3.

  3. Apollo Global Management estimates that the annualized return on Athene's investments in other alternative investments including Athene's investments in retirement services platforms equates to an estimated 11% for Q3.

  4. The company said it has not completed its financial closing procedures and its independent registered public accounting firm has not performed review procedures, so actual results may differ, possibly materially, from these preliminary estimates. The company's earnings release for Q3 is scheduled for November 3, 2026.

Summary

AI-written

Analysis scope · Filing bodyWe analyzed the filing body and confirmed exhibits. This is not a review of other exhibits, investor presentations or the full earnings call.

Q3 Alternative Net Investment Income Estimates

Apollo Global Management said it estimates alternative net investment income for the third quarter ended September 30, 2026 at approximately $375 million (pre-tax), which equates to an estimated 10% annualized return on alternative net investments.

Source · Based on the filing body and exhibits

Pooled Investment Vehicle Annualized Return

The company estimates that the annualized return on Athene's investment in a pooled investment vehicle, through which it holds the large majority of its alternative investments portfolio, equates to an estimated 9% for Q3.

Source · Based on the filing body and exhibits

Other Alternative Investments Annualized Return

Apollo Global Management estimates that the annualized return on Athene's investments in other alternative investments including Athene's investments in retirement services platforms equates to an estimated 11% for Q3.

Source · Based on the filing body and exhibits

Limitations of Preliminary Estimates and Earnings Release Schedule

The company said it has not completed its financial closing procedures and its independent registered public accounting firm has not performed review procedures, so actual results may differ, possibly materially, from these preliminary estimates. The company's earnings release for Q3 is scheduled for November 3, 2026.

Source · Based on the filing body and exhibits

AI summarized the filing and translated the summary into English; it may differ from the original. For reference only, not investment advice. AI translated the published Korean report into English. Figures are copied as filed, not recalculated.

Original filing

The filing as submitted to SEC EDGAR. You can check the figures and statements of this summary against it.

Source: SEC EDGAR (U.S. Securities and Exchange Commission). Item captions are the SEC's. The summary is for reference only and is not investment advice.