Apollo Global Management, Inc. (APO) Q2 FY2026 8-K Filings and Company Events

Filings that contain financial statements

• Form 8-K filed August 4, 2026, accession 0001858681-26-000036: Exhibit 99.1 (summary press release) and Exhibit 99.2 (earnings presentation) for the second quarter ended June 30, 2026. The presentation holds a GAAP condensed income statement (2Q'25, 1Q'26, 2Q'26, and year-to-date 2025 and 2026) and segment results tables (Fee Related Earnings, Spread Related Earnings, Principal Investing Income, Adjusted Net Income), plus a summary HoldCo and Asset Management balance sheet. It does not contain a full GAAP balance sheet or cash flow statement.
• Form 8-K filed May 6, 2026, accession 0001858681-26-000021 (Items 2.02 and 9.01): Exhibit 99.1 (summary press release) and Exhibit 99.2 (earnings presentation) for the first quarter ended March 31, 2026. The presentation holds a GAAP income statement (1Q'25, 4Q'25, 1Q'26), segment results tables, and a summary HoldCo and Asset Management balance sheet. The press release itself holds the dividend declarations and no financial statements. Headline results as the presentation states them: net loss attributable to common stockholders of $1,930 million ($3.27 per share loss), including a one-time $1.7 billion tax expense tied to the revocation of ACRA's Bermuda Corporate Income Tax Act 2023 election; Fee Related Earnings $728 million; Spread Related Earnings $719 million; Principal Investing Income $75 million; Adjusted Net Income $1,208 million ($1.94 per share); total AUM $1,026 billion.
• Form 10-Q filed August 10, 2026, accession 0001858681-26-000040: full condensed consolidated financial statements for the quarter and six months ended June 30, 2026. It is a periodic report, not an event filing, and is cited below for items that appear in no 8-K.

Second quarter 2026 results (August 4, 2026)

Form 8-K, accession 0001858681-26-000036.

• GAAP net income attributable to common stockholders was $1,336 million ($2.18 per share) for the quarter. For the six months it was a loss of $594 million ($1.06 per share loss), reflecting a one-time $1.7 billion first-quarter tax expense tied to the revocation of ACRA's election under the Bermuda Corporate Income Tax Act 2023.
• Fee Related Earnings were a record $785 million, up 25% year over year. Spread Related Earnings were a record $877 million, up 7%. Together they totaled $1,662 million. Principal Investing Income was $16 million. Adjusted Net Income was $1,314 million, or $2.11 per share.
• Total assets under management were $1,047 billion, up 25% year over year. Fee-generating AUM was $858 billion. Second-quarter inflows were $60 billion ($298 billion over the last twelve months), origination was $74 billion, and gross capital deployment was $111 billion.
• Management fees rose 23% year over year, which the company attributed in part to Athora's acquisition of Pension Insurance Corporation and the Bridge Investment Group acquisition. Capital solutions fees were a record $277 million. Realized performance fees were $130 million, which the company described as cyclically light.
• The company states that Athene's alternative investments returned 9% in the quarter, which was $76 million below management's long-term 11% expectation. Net spread was 1.14%, versus 1.22% a year earlier.
• No quantitative guidance was included in the release or presentation.

Capital actions

• Dividend: on August 4, 2026 the board declared a $0.5625 per share common dividend for the second quarter, payable August 31, 2026 to holders of record at the close of business on August 19, 2026 (accession 0001858681-26-000036; confirmed in the 10-Q subsequent-events note, accession 0001858681-26-000040).
• Share repurchases: $102 million in the second quarter ($73 million to offset dilution and $29 million opportunistic). About $1.6 billion of common stock was repurchased over the last twelve months, including $285 million opportunistic (accession 0001858681-26-000036).
• Debt issuance (closed): on March 30, 2026 the company issued $750 million of 5.700% Senior Notes due 2036 under an underwriting agreement dated March 25, 2026. Proceeds were intended for general corporate purposes, including retiring Apollo Management Holdings' $500 million 4.400% Senior Notes due 2026 (Form 8-K filed March 30, 2026, accession 0001193125-26-131833).
• Debt issuance (closed): the 10-Q (note 12, Debt, "Retirement Services - Notes Issued") reports that on August 7, 2026 Athene Holding Ltd. (AHL) issued $1.0 billion of 6.150% Senior Notes due August 15, 2036, with interest payable semi-annually commencing February 15, 2027. No Apollo 8-K reported this (accession 0001858681-26-000040).
• Debt repayment (closed): the 10-Q reports that on May 27, 2026 Apollo Management Holdings repaid in full the $500 million 4.40% 2026 Senior Notes. No 8-K reported this (accession 0001858681-26-000040).
• Mandatory convertible preferred: the 10-Q reports that on July 31, 2026 each outstanding share of the 6.75% Series A Mandatory Convertible Preferred Stock automatically converted into common stock at 0.5074 common shares per preferred share. Following June 30, 2026, 14,587,300 common shares were issued (including early conversions), and no preferred shares remain outstanding. The final preferred dividend was paid July 31, 2026. No 8-K reported this (accession 0001858681-26-000040).

M&A and strategic transactions

• Bridge Investment Group: closed. The 10-Q states Apollo completed its all-stock acquisition of Bridge on September 2, 2025, and Bridge's results are consolidated from that date. This is prior-period context, not a new event (accession 0001858681-26-000040).
• Athora / Pension Insurance Corporation: closed. The earnings presentation says Athora's acquisition of PIC was completed at the end of the first quarter of 2026. It added about $65 billion of fee-generating AUM, and the 10-Q likewise says Athora completed the acquisition. The acquirer is Athora, not Apollo itself (accessions 0001858681-26-000036 and 0001858681-26-000040).
• No new Apollo-signed acquisition appears in the 8-Ks reviewed for the period.

Preliminary alternative net investment income (Athene)

Apollo furnishes unaudited preliminary estimates of Athene's alternative net investment income ahead of each earnings release. These are estimates; the company says actual results may differ materially.

• First quarter 2026 (8-K April 1, 2026, accession 0001858681-26-000016): about $205 million pre-tax, an estimated 6% annualized return.
• Second quarter 2026 (8-K July 1, 2026, accession 0001858681-26-000033): about $350 million pre-tax, an estimated 9% annualized return. The earnings release later reported $348 million.
• Third quarter 2026 (8-K October 5, 2026, accession 0001858681-26-000054): about $375 million pre-tax, an estimated 10% annualized return. The third-quarter earnings release is scheduled for November 3, 2026.

Governance

• March 24, 2026 (8-K, accession 0000950142-26-000810): the company reported the death on March 22, 2026 of independent director David Simon, a board member since June 2021.
• June 9, 2026 (8-K, accession 0000950142-26-001692): at the June 8, 2026 annual meeting, all 13 director nominees were elected. Say-on-pay was approved (321,612,541 for; 131,990,818 against). Deloitte & Touche LLP was ratified as auditor for 2026. Stockholders favored an annual say-on-pay vote (274,693,342 votes for one year; 178,315,278 for three years).
• August 12, 2026 (8-K/A, accession 0000950142-26-002321): the board decided to hold say-on-pay votes every year, beginning with the 2027 annual meeting.

Investor communications (Regulation FD, no financial results)

• May 1, 2026 (accession 0001858681-26-000018): Athene posted presentations on its alternatives portfolio, asset portfolio and affiliated/related-party assets.
• May 15, 2026 (accession 0001858681-26-000029) and August 13, 2026 (accession 0001858681-26-000046): Athene fixed income investor calls.
• August 11, 2026 (accession 0001858681-26-000043): Athene presentation on its corporate structure.
• August 24, 2026 (accession 0001858681-26-000048): presentation on Apollo Multi-Asset Prime Securities (AMAPS).
• September 21, 2026 (accession 0001858681-26-000051): Athene presentation, "Asset Risk & Stress Considerations, September 2026 Update."