Integrated Advisors Network 13F: Adds $1.8M to APO Stake
Key Points
- Integrated Advisors Network disclosed a 124.8% increase in its Apollo Global Management, Inc. holding in an October 20, 2026 Form 13F filing.
- Integrated Advisors Network held 27,731 $APO shares at quarter end, up 124.82% from the prior quarter.
- Apollo Global Management, Inc. recently traded around $111.69, sitting below its 50-day moving average.
- Analysts maintain a buy consensus on Apollo Global Management, Inc. with a mean price target of $148.70 ahead of earnings.
Since the filing, $APO is up 0.4% to date (from the $111.22 close on Oct 20, 2026).
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Integrated Advisors Network lifted its stake in Apollo Global Management, Inc. NYSE:APO by 124.8% during the period, according to a Form 13F filing with the SEC on October 20, 2026. The firm added 15,396 shares to bring its total holding to 27,731 shares. The reported value of the position reached $3,218,460 at the time of the filing.
Integrated Advisors Network vs. the S&P 500
Hypothetical returns from Integrated Advisors Network's disclosed trades, not real profit or advice. How we model this.
What Changed in Integrated Advisors Network's Apollo Global Management, Inc. Position
The fund held 12,335 shares of the asset management company previously. By purchasing an additional 15,396 shares, it more than doubled its investment. The total value of the expanded stake reflects the firm's growing exposure to the alternative asset manager.
Other Institutional Activity in Apollo Global Management, Inc.
Other large investors also adjusted their positions in the asset manager recently. Alliancebernstein L.P. reduced its holdings by 813,010 shares, ending with 891,998 shares worth about $122,649,725. Swiss National Bank grew its holdings by 82,300 shares, ending with 1,277,414 shares worth about $173,868,820. California State Teachers Retirement System cut its stake by 14,897 shares to 643,713 shares valued at about $76,144,811. Bank of America grew its holdings by 562,837 shares, ending with 3,957,303 shares worth about $468,188,508. Metlife Investment Management trimmed its stake by 3,393 shares, leaving it with 120,908 shares worth about $16,795,330.
Apollo Global Management, Inc. Stock Up 0.4%
Apollo Global Management, Inc. shares closed at $111.22 on October 20, 2026, and recently traded at $111.69, up about 0.4% since that filing. The stock trades below its 50-day moving average of $126.25 and its 200-day moving average of $124.85. Its shares sit 27.1% below their 52-week high of $153.29 and 12.2% above their 52-week low of $99.56.
Recent Earnings
The asset management firm reported trailing twelve month revenue of $35.6 billion and earnings of $2.79 per share. The company posted a net profit margin of 5.3% and a return on equity of 11.4%. The next earnings release is scheduled for November 3, 2026.
Earnings drift grade
Outlook vs expectations on the last report — not price action.
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Forward outlook
3 analysts raised price targets.
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EPS & revenue
EPS missed estimates by 0.5%. Revenue missed estimates by 8.2%.
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Profit surprise
EBITDA missed by 81 percent. Operating income missed by 78 percent.
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Pre-earnings setup
Bar was high, analysts already very bullish.
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Analyst signal
3 target raises.
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Earnings quality
Gross margin up 5.9 points. Operating margin down 20.9 points. Positive free cash flow.
Earnings Call Summary
Apollo had a strong quarter in origination at $71 billion and capital formation at $115 billion, though overall revenue fell short at $4.93 billion versus $5.37 billion expected and adjusted earnings of $1.94 per share missed the $1.98 consensus. Management stressed they are being defensive about geopolitical and economic risks while remaining well positioned to grow through their large origination pipeline and $40 billion in Athene cash.
Guidance Management reaffirmed its outlook for 20 percent growth in fee-related earnings and 10 percent growth in spread-related earnings in 2026, assuming an 11 percent return on alternative investments. No change to prior guidance despite the weaker quarter.
Neutral report. Results and guidance were close to expectations, with limited evidence of a reset either way.
Dividend
The company pays an annual dividend rate of $2.25 per share, representing a dividend yield of 2.03%. The payout ratio stands at 75.0%.
Insider Buying and Selling at Apollo Global Management, Inc.
Insiders completed several transactions earlier in the year. Chief Financial Officer Martin B. Kelly sold 7,000 shares on May 14, 2026. Officer John P. Zito sold 48,644 shares on May 27, 2026. Later, Martin B. Kelly sold an additional 3,000 shares on August 14, 2026.
Analysts Set New Price Targets
Wall Street firms have updated their outlooks on the stock. JP Morgan maintained an overweight rating with a $154.00 price target on September 2, 2026. Wells Fargo initiated coverage with an equal-weight rating and a $127.00 price target on October 2, 2026. TD Cowen maintained a buy rating with a $154.00 target on October 12, 2026. UBS maintained a buy rating with a $163.00 target on October 13, 2026. Piper Sandler maintained an overweight rating with a $145.00 target on October 19, 2026. Overall, analysts hold a buy consensus on the stock with a mean price target of $148.70.
About Apollo Global Management, Inc.
Apollo Global Management, Inc. is a financial services firm focused on asset management and private equity strategies across public and private markets. The company invests across credit, infrastructure, real estate, and secondaries, serving institutional and individual investors worldwide. Institutional interest in the firm remains high as markets track its upcoming earnings report.
Bottom Line
Integrated Advisors Network's expanded stake adds to a dynamic picture for Apollo Global Management, Inc. as shares trade below their moving averages. Investors will look toward the upcoming earnings release on November 3, 2026, for further updates on business performance.
Source: Integrated Advisors Network's 13F filing on $APO (Oct 20, 2026). 13F filings show holdings as of the end of the reporting quarter and may not reflect the fund's current position. Written by software, not financial advice. How we make alerts