APO Apollo Global Management, Inc. (New) Common Stock
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Apollo Global Management, Inc. is an American asset management firm that primarily invests in alternative assets. As of 2025, the company had $840 billion of assets under management, including $392 billion invested in credit, including mezzanine capital, hedge funds, non-performing loans, and collateralized loan obligations, $99 billion invested in private equity, and $46.2 billion invested in real assets, which includes real estate and infrastructure. The company invests money on behalf of pension funds, financial endowments, and sovereign wealth funds, as well as other institutional and individual investors.
Apollo was founded in 1990 by Leon Black, Josh Harris, and Marc Rowan, former investment bankers at the defunct Drexel Burnham Lambert. The company is headquartered in the Solow Building in New York City, with offices across North America, Europe, and Asia. Co-founder Leon Black resigned as CEO in 2021 in the wake of sexual misconduct allegations and revelations that he had paid $158 million to Jeffrey Epstein.
In addition to its private funds, Apollo operates Apollo Investment Corporation (AIC), a US-domiciled publicly traded, private-equity, closed-end fund and Business Development Company. AIC provides mezzanine debt, senior secured loans, and equity investments to middle-market companies, including public companies, although it historically has not invested in companies controlled by Apollo's private-equity funds.
In June 2024, Apollo Global Management ranked 29th in Private Equity International's PEI 300 ranking among the world's largest private equity firms.
History
1990–1994: Foundation
Apollo, originally referred to as Apollo Advisors, was founded after the collapse of Drexel Burnham Lambert in 1990 by Leon Black, the former head of Drexel's mergers and acquisitions department, along with associates Josh Harris and Marc Rowan. Tony Ressler, another former senior Drexel executive, was also among the firm's original members.
Within six months after the collapse of Drexel, Apollo launched Apollo Investment Fund L.P., the first of its private-equity investment funds, formed to make investments in distressed companies. Apollo raised around $400 million of investor commitments based on Leon Black's reputation as a prominent lieutenant of Michael Milken and a key player in the buyout boom of the 1980s.
Lion Advisors (or Lion Capital) was founded in 1990 to provide investment services to Credit Lyonnais and foreign institutions, seeking to profit from depressed prices in the high-yield market. In 1992, Lion entered into a more formal arrangement to manage the $3 billion high-yield portfolio for Credit Lyonnais which together with a consortium of other international investors provided the capital for Lion's investment activities. Lion Advisors was replaced by Ares Management.
At the time of Apollo's founding, little financing was available for new leveraged buyouts and Apollo turned, instead, to a strategy of distressed-to-control takeovers. Apollo purchased distressed securities, which could be converted into a controlling interest in the equity of the company through a bankruptcy reorganization or other restructuring. Apollo used distressed debt as an entry point, enabling the firm to invest in such firms as Vail Resorts, Walter Industries, Culligan, and Samsonite.
Apollo acquired interests in companies that Drexel had helped finance by purchasing high-yield bonds from failed savings and loans and insurance companies. Apollo acquired several large portfolios of assets from the U.S. government's Resolution Trust Corporation. One of Apollo's earliest and most successful deals involved the acquisition of Executive Life Insurance Company's bond portfolio. Using this vehicle, Apollo purchased the Executive Life portfolio, profiting when the value of high-yield bonds recovered, but also resulting in a variety of state regulatory issues for Apollo and Credit Lyonnais over the purchase.
In 1993, Apollo Real Estate Advisers was founded in collaboration with William Mack to seek opportunities in the U.S. property markets.
In April 1993, Apollo Real Estate Investment Fund, L.P., the first in a family of real estate "opportunity funds", was closed with $500 million of investor commitments. In 2000, Apollo exited the partnership, which continued to operate as Apollo Real Estate Advisers until changing its name to AREA Property Partners effective January 15, 2009. That firm was then owned and controlled by its remaining principals, including William Mack, Lee Neibart, William Benjamin, John Jacobsson, Stuart Koenig, and Richard Mack.
1995–1999: Investment funds III-IV
In 1995, Apollo raised its third private-equity fund, Apollo Investment Fund III, with $1.5 billion of investor commitments from investors that included CalPERS and the General Motors pension fund. Fund III was only an average performer for private-equity funds of its vintage. Among the investments made in Fund III (invested through 1998) were: Alliance Imaging, Allied Waste Industries, Breuners Home Furnishings, Levitz Furniture, Communications Corporation of America, Dominick's, Ralphs (acquired Apollo's Food-4-Less), Move.com, NRT Incorporated, Pillowtex Corporation, Telemundo, and WMC Mortgage Corporation.
Also in 1995, Apollo's founding partner Craig Cogut left the firm to found Pegasus Capital Advisors. Since its inception, Pegasus has raised $1.8 billion in four private-equity funds focused on investments in middle-market companies in financial distress.
In 1997, Ares Management was founded by Antony Ressler and John H. Kissick, both partners at Apollo, as well as Bennett Rosenthal, who joined the group from the global leveraged finance group at Merrill Lynch, to manage a $1.2 billion market value collateralized debt obligation vehicle. Ares I and II which were raised were structured as market value CLOs. Ares III-Ares X were structured as cash flow CLOs. In 2002, Ares completed a corporate spin-off from Apollo management. Although technically the founders of Ares had completed a spinout with the formation of the firm in 1997, they had maintained a close relationship with Apollo over its first five years and operated as the West Coast affiliate of Apollo. Shortly thereafter, Ares completed fundraising for Ares Corporate Opportunities Fund, a special-situations investment fund with $750 million of capital under management.
In 1998, during the dot-com bubble, Apollo raised Apollo Investment Fund IV with $3.6 billion of investor commitments. As of April 8, 2008, the fund had generated a 10% IRR net of fees. Among the investments made in Fund IV (invested through 2001) were: Allied Waste Industries, AMC Entertainment, Berlitz International, Clark Retail Enterprises, Corporate Express (Buhrmann), Encompass Services Corporation, National Financial Partners, Pacer International, Rent-A-Center, Resolution Performance Products, Resolution Specialty Materials, Sirius Satellite Radio, SkyTerra Communications, United Rentals, and Wyndham Worldwide.
2000–2004: Investment fund V
In April 2001, Apollo raised Apollo Investment Fund V with $3.7 billion of investor commitments. As of April 8, 2008, the fund had generated a 54% IRR net of fees. Among the investments made in Fund V (invested through 2006) were Affinion Group, AMC Entertainment, Berry Plastics, Cablecom, Compass Minerals, General Nutrition Centers (GNC), Goodman Global, Hexion Specialty Chemicals (Borden), Intelsat, Linens 'n Things, Metals USA, Nalco Investment Holdings, Sourcecorp, Spectrasite Communications, and Unity Media.
Although the founders of Ares had completed a corporate spin-off with the formation of the firm in 1997, they had initially maintained a close relationship with Apollo and operated as the West Coast affiliate of Apollo. In 2002, when Ares raised its first corporate opportunities fund, the firm announced that it would separate from its former parent company. The timing of this separation also coincided with Apollo's legal difficulties with the State of California over its purchase of Executive Life Insurance Company in 1991. The same year, Attorney General of California Bill Lockyer accused Leon and an investor group led by French bank Credit Lyonnais of violating California law by having a foreign government-owned bank acquire the assets and bond portfolio of Executive Life Insurance.
In April 2004, Apollo raised $930 million through an initial public offering for a listed business development company, Apollo Investment Corporation. In September 2004, investment funds managed by Apollo and Sterling Partners acquired Connections Academy. It was sold in 2011 for $400 million.
2005–2009: Investment fund VI-VII
In 2005, Apollo formed Hexion Specialty Chemicals through the merger of Borden, Inc., Resolution Performance Products LLC, and Resolution Specialty Materials, LLC, and the acquisition of Bakelite AG. Hexion announced in July 2007 that it was acquiring Huntsman Corporation, a major specialty-chemicals company, in a $6.5 billion leveraged buyout. Hexion announced in June 2008 it would refuse to close the deal, prompting a series of legal actions. The transaction was terminated in December after a settlement between Hexion and Huntsman, wherein they were required to pay Huntsman $1 billion to drop fraud charges.
Between 2005 and 2007, the private equity market was booming. Among Apollo's most notable investments during this period were Harrah's Entertainment, Norwegian Cruise Line, Claire's Stores, and Realogy.
In 2006, Apollo acquired Rexnord Corporation for $1.825 billion, Berry Plastics for $2.25 billion, Momentive Performance Materials for approximately $3.8 billion, and TNT N.V. for $1.9 billion.
In August 2006, Apollo launched a $2 billion vehicle in Europe, AP Alternative Assets. It was a Guernsey-domiciled publicly traded, private-equity closed-end, limited partnership, managed by Apollo Alternative Assets, an affiliate of Apollo Management. Apollo initially attempted to raise $2.5 billion for the public vehicle, but fell short when it offered the shares in June 2006, raising only $1.5 billion. Apollo raised an additional $500 million via private placements in the weeks following that sale. AAA was formed to invest alongside Apollo's main private-equity funds and hedge funds. AAA's investment portfolio was made up of a mix of private-equity and capital-markets investments. It was liquidated in 2020.
In October 2006, Apollo announced a $990 million leveraged buyout of Jacuzzi Brands, a manufacturer of whirlpool baths. In 2006, Apollo acquired International Paper's coated paper and supercalendered paper business for $1.4 billion, renaming the business Verso Paper. Verso is the second-largest producer of the North American magazine publishing and catalog/commercial print markets. In May 2008, Verso became a public company via an IPO.
In February 2007, Apollo acquired Oceania Cruises for $850 million and provided additional capital to fund the expansion of the company with the purchase of two new cruise ships.
In February 2007, Apollo announced the acquisition of the Smart & Final chain of warehouse-style food and supply stores. In June 2007, Smart & Final completed the acquisition of the Henry's Marketplace chain of "farmers market" style food retailers from Wild Oats Markets as part of that company's acquisition by Whole Foods Market. In 2011, the Henry's chain was merged with Sprouts Farmers Market, which, like the Henry's markets, had been founded by Henry Boney.
In March 2007, Apollo announced the $3.1 billion leveraged buyouts of costume jewelry retailer Claire's Stores. In 2008, Claire's experienced financial difficulty amid the slump in consumer spending.
In April 2007, Apollo acquired Noranda Aluminum, the US aluminum business of Xstrata for $1.15 billion. Noranda Aluminum includes a primary smelter and three rolling mills in Tennessee, North Carolina, and Arkansas along with other operations.
In April 2007, Apollo acquired Realogy, a franchisor that owns Coldwell Banker, Century 21, and Sotheby's International Realty, for $8.5 billion. As the United States housing market correction accelerated in 2008, Realogy faced financial pressures due to its debt load. In November 2008, Realogy launched an exchange offer for a portion of its debt to provide additional flexibility, prompting a lawsuit from Carl Icahn. In 2013, Apollo sold out of this investment, making a profit of $1.3 billion.
In May 2007, Apollo acquired Countrywide plc, a provider of residential property-related services in the UK, formerly known as Hambro Countrywide (1988) and Countrywide Assured Group (1998) for $1.05 billion (not related to Countrywide Financial).
In November 2007, the company sold 9% of itself to the Abu Dhabi Investment Authority.
In January 2008, Apollo and TPG Capital acquired Harrah's Entertainment for $27.4 billion, including the assumption of existing debt.
In January 2008, Apollo invested $1 billion in Norwegian Cruise Line to support a recapitalization of the company's balance sheet. In December 2018, Apollo cashed out of this investment.
In February 2008, Apollo acquired Regent Seven Seas Cruises from Carlson Companies for $1 billion. Following the purchase, Apollo ordered a new ship for Regent.
In April 2008, Apollo, TPG Capital, and The Blackstone Group acquired $12.5 billion of bank loans from Citigroup. The portfolio comprised primarily senior secured loans that had been made to finance leveraged-buyout transactions at the peak of the market. Citigroup had been unable to syndicate the loans before the onset of the credit crunch. The loans were reported to have been sold in the "mid-80 cents on the dollar" relative to face value. In late 2008, Apollo received margin calls associated with the financing of its purchase of certain loan portfolios as the values of the loans decreased.
In April 2008, Apollo filed a Form S-1 with the U.S. Securities and Exchange Commission in preparation for an IPO on the New York Stock Exchange.
In May 2008, Apollo invested in Vantium, a company that buys residential mortgage assets as part of a strategy to profit from the United States housing market correction.
In July 2008, the company closed a $758 million value-add fund.
Also in 2008, Apollo opened an office in India, its first office in Asia.
During the 2008 financial crisis, several of Apollo's investments came under pressure. Apollo's 2005 investment in the struggling US retailer Linens 'n Things suffered from a significant debt burden and softening consumer demand. In May 2008, Linens filed for bankruptcy protection, costing Apollo all of its $365 million investment in the company. In 2009, the company was sued by a noteholder claiming mismanagement.
Apollo exercised its "PIK toggle" option at Claire's to shut off cash interest payments to its bondholders and instead issue more debt, to provide the company with additional financial flexibility.
In December 2008, Apollo completed fundraising for its latest fund, Apollo Investment Fund VII, with roughly $14.7 billion of investor commitments. Apollo had been targeting $15 billion, but had been in fundraising for more than 16 months, with the bulk of the capital raised in 2007.
2010–2014: Public company via an IPO
In November 2009, Liberty Global acquired Unity Media GMBH; funds managed by Apollo owned a 31% interest.
In December 2009, Apollo announced the acquisition of Cedar Fair Entertainment Company for $635 million and assumed debt valuing the company at $2.4 billion. In April 2010, the deal was terminated due to poor shareholder response.
In January 2011, Apollo acquired 51% of Alcan Engineered Products from Rio Tinto Group.
On March 29, 2011, Apollo became a public company via an IPO.
In June 2011, Apollo acquired CKx.
In March 2012, Apollo acquired the unprofitable Great Wolf Resorts for $703 million.
In November 2012, Apollo acquired McGraw-Hill Education for $2.5 billion.
In 2013, Apollo acquired Pitney Bowes Management Services (PBMS) for $400 million. From PBMS, Apollo formed Novitex Enterprise Solutions. Novitex is a document-outsourcing provider that manages business-critical services for over 500 companies across 10 industries. In 2017, it was merged into Exela Technologies.
On March 11, 2013, Apollo Global Management made the only bid for the snacks business of Hostess Brands, including Twinkies, for $410 million.
In December 2013, Apollo bought a portfolio of Irish home loans from Lloyds Bank for €307 million, less than half their face value. The shares were bought by an Apollo Global Management subsidiary, Tanager Limited.
In January 2014, Apollo acquired Chuck E. Cheese's for about $1 billion. Apollo owned the company until 2020, when it was purchased by Monarch Alternative Capital.
In October 2014, Apollo merged its Endemol television studio with 21st Century Fox's Shine Group. The merged company became Endemol Shine Group, with AGM and Fox each owning half of the studio.
2015–2019
In May 2015, Centerbridge Partners acquired Great Wolf Resorts from Apollo for $1.35 billion.
In June 2015, Apollo agreed to acquire OM Group for $1.03 billion.
Also in June 2015, Apollo won the bidding during an auction for Saint-Gobain's Verallia glass bottle-manufacturing unit for €2.95 billion.
In February 2016, Apollo agreed to acquire The ADT Corporation for $6.9 billion.
In April 2016, Apollo executive Stephanie Drescher donated $1000 to the presidential campaign of John Kasich, then Ohio governor. As governor, Kasich appointed a member to the Ohio state pension board. This donation violated an SEC pay-to-play pension rule. In 2019, the SEC chose not to enforce the rule.
In June 2016, funds managed by Apollo Global Management acquired Diamond Resorts International. It was sold to Hilton Worldwide in August 2021.
In November 2016, investment funds managed by Apollo acquired Rackspace.
In 2016, investment funds managed by Apollo acquired Constellis for $1 billion. Constellis is a private military contractor that was created as a result of a merger between rival contractors Triple Canopy and Academi in 2014. Academi, founded by Erik Prince and formerly known as Blackwater USA, is best known for its role in the Nisour Square massacre, where Blackwater guards killed 17 Iraqi civilians and injured 20.
In February 2017, Apollo Education Group, the parent company of the University of Phoenix, was acquired by investment funds managed by Apollo and the Vistria Group, for $1.14 billion.
In June 2017, investment funds managed by Apollo acquired 80.1% of Philips Lumileds division for $1.5 billion.
In October 2017, Apollo acquired West Corp for about $2 billion.
In November 2017, Apollo lent $184 million to Kushner Companies to refinance the mortgage on a Chicago skyscraper.
In March 2018, Apollo acquired the Mexican-style restaurant chain Qdoba from Jack in the Box.
In June 2018, funds managed by Apollo and Värde Partners acquired a majority of OneMain Financial. Also in June 2018, Apollo acquired healthcare provider LifePoint Health for $5.6 billion. Following the acquisition, LifePoint merged with Apollo's RCCH HealthCare Partners.
In October 2018, funds managed by Apollo Global Management acquired a portfolio of $1 billion in energy investments from GE Capital's Energy Financial Services unit.
In February 2019, AGM was in talks to buy Nexstar Media Group for over $1 billion. However, on February 14, 2019, Cox Media Group announced that it was selling its 14 television stations to Apollo. In March 2019 filings with the Federal Communications Commission (FCC), Apollo disclosed that, through the newly formed Terrier Media, the Cox stations would be acquired for $3.1 billion (to be reduced by the value of a minority equity stake in Terrier that will be retained by Cox Enterprises); Terrier will also concurrently acquire Northwest Broadcasting, giving the company 25 television stations. On June 26, 2019, Cox announced that its 60 radio stations, as well as its national advertising business CoxReps, and local OTT advertising agency Gamut, would also be acquired by the new company, which concurrently announced that it would retain the Cox Media Group name instead of Terrier Media. On February 10, 2020, Cox Enterprises bought back the Ohio newspapers it sold to AGM. The FCC required Apollo to reduce the daily newspapers to three days or sell them.
In February 2019, Apollo acquired Aspen Insurance for $2.6 billion.
On April 16, 2019, Apollo announced that it would once again acquire Smart & Final for $1.1 billion.
On June 10, 2019, Apollo announced that it would acquire Shutterfly for $2.7 billion, as well as its competitor Snapfish in a separate transaction valued at around $300 million, with District Photo as a minority stakeholder.
In August 2019, Apollo agreed to provide around $1.8 billion of debt financing to support New Media Investment Group's acquisition of Gannett. On October 23, 2019, AGM announced it signed agreements to take a 48.6% stake in Italian gambling group Gamenet SPA.
In November 2019, investment funds managed by Apollo acquired Florida-based Tech Data Corp. for $5.4 billion from Warren Buffett's Berkshire Hathaway.
In December 2019, investment funds managed by Apollo acquired Northwest Broadcasting and Cox Media Group for $3 billion, acquiring Northwest's 12 television stations, Cox's 13 television stations, 54 radio stations, three newspapers, national television advertising business – CoxReps, and local OTT advertising business – Gamut. Smart Media.
2020–2024
In February 2020, investment funds managed by Apollo acquired Covis from Cerberus Capital Management. In April, AGM announced that it would invest $300 million in Cimpress, an Irish-domiciled printing group that owns Vistaprint.
In May 2020, Apollo purchased $1.75 billion of preferred stock in Albertsons Companies.
In July 2020, Apollo launched a $12 billion platform to make big loans. The same month, Apollo and The Walt Disney Company sold Endemol Shine Group to the French studio Banijay Group.
In September 2020, Apollo entered into a $5.5 billion real-estate investment partnership with the Abu Dhabi National Oil Company (ADNOC).
In March 2021, Apollo Investment Corporation closed a $110 million mezzanine credit facility between LendingPoint and MidCap Financial Trust. In the same month, Leon Black resigned as CEO and chairman after revelations that he paid Jeffrey Epstein $158 million for personal tax-related advice between 2012 and 2017; he was replaced as CEO by Marc Rowan.
In April 2021, Apollo launched Apollo Origination Partnership, a $1.8 billion direct-lending fund seeking unleveraged returns of 8-10% and 12-14% leveraged returns. The same month, funds managed by Apollo acquired The Michaels Companies, parent of Michaels.
In May 2021, Apollo's Gamenet acquired the Italian gaming businesses of International Game Technology for €950 million. In July, funds managed by Apollo acquired EmployBridge, a large American industrial-staffing company that has been cited for dozens of safety violations and wage infractions.
On July 22, 2021, it was announced that Legendary Entertainment was looking for a merger instead of a SPAC. On January 31, 2022, a minority stake in Legendary was sold to Apollo Global Management, with Wanda Group remaining the majority owner.
In August 2021, Apollo announced the acquisition of the incumbent local exchange carrier operations in 20 states from Lumen Technologies for $7.5 billion, including $1.4 billion of assumed debt. The same month, Apollo launched a $500 million fund to invest in SPACs.
In September 2021, investment funds managed by Apollo acquired 90% of Yahoo!.
In January 2022, Apollo acquired Athene, a retirement services business. The same month, co-founder Josh Harris left the company to focus on other business ventures.
In May 2022, Apollo acquired the US asset management business of Griffin Capital. In July, investment funds managed by Apollo acquired Tenneco for $7.1 billion.
In 2022, investment funds managed by Apollo acquired Chicago-based grocer Tony's Fresh Market, California-based grocer Cardenas, and Miller Homes from Bridgepoint Group. In 2023, Apollo announced it would acquire American industrial company Arconic.
In October 2023, Apollo acquired London-based restaurant group The Restaurant Group for £506 million ($623 million).
In June 2024, Apollo announced the acquisition of a 49% equity interest in a joint venture entity related to Intel Ireland's Fab 34 for €10.1 billion ($11 billion). Apollo Global and Kyndryl Holdings were in talks to jointly bid for DXC Technology, considering an offer of $22 to $25 per share, which boosted DXC's stock by 11%.
In November 2024, Apollo partnered with Shinhan Life, the life insurance arm of Shinhan Financial Group, and opened an office in Seoul as part of its Asia-Pacific expansion.
2025–2029
In January 2025, Apollo acquired Barnes Group, an American aerospace company. In February, Apollo announced that a fund managed by Apollo affiliates acquired a majority stake in Bold Productions Services, a production-linked provider. Also that month, Apollo agreed to acquire the American real-estate investment company Bridge Investment Group for $1.5 billion.
In July, Apollo-backed insurance company Athora purchased Pension Insurance Corporation, a British company, for $7.8 billion. In September, Apollo announced plans to launch a £3.75bn investment vehicle focused on sport.
In October 2025, Apollo discussed with Paramount Skydance about joining David Ellison's possible bid to buy Warner Bros. Discovery – a megadeal that could cost upwards of $60 billion.
In November 2025, Apollo acquired 55% of the shares of Atlético Madrid, becoming the majority shareholder of the club. In December 2025, it was announced Apollo had also acquired a minority stake in Wrexham A.F.C., a professional football club based in Wrexham, Wales for an undisclosed amount.
In April 2026, Intel announced an agreement to repurchase the 49% stake in a joint venture with Apollo for $14.2 billion.
On July 10 it was announced that European low-cost airline EasyJet had accepted a bid from Apollo Global Management, which valued the business at £5.7 billion. EasyJet confirmed on 6 August that, subject to rigorous EU regulatory approval, Apollo will take over the company for £5.7-billion ($7.7-billion) after rival bidder Castlelake pulled out of the bidding.
Private-equity funds
Since its inception in 1990, Apollo has raised ten flagship private equity funds, as follows:
Investigations
Leon Black's payments to Jeffrey Epstein and leadership transition
In 2021, Apollo co-founder and then-CEO Leon Black stepped down amid scrutiny over his financial relationship with financier Jeffrey Epstein, including reporting that Black paid Epstein $158 million for tax and estate planning advice and related services. The episode drew broader attention because Epstein was later federally charged in the Southern District of New York with sex trafficking-related offenses.
Regulatory and investigative scrutiny tied to Epstein-linked finance
Separately from Apollo's internal leadership matters, lawmakers and regulators have continued examining financial institutions and transactions connected to Epstein's network. In late 2025, Senate Finance Committee Ranking Member Ron Wyden stated his "follow-the-money" investigation into Epstein's network would continue, and referenced an "Epstein file" held by the Treasury Department.
DOJ document releases referencing Apollo executives
In 2026, the U.S. Department of Justice began publishing a repository of Epstein-related records (often described as the "Epstein files"), which includes searchable document sets and indexes. Materials in the repository include entries that reference current Apollo leadership, including Marc Rowan and Scott Kleinman; the presence of names in the repository does not by itself establish the nature or context of any interaction without the underlying document detail. In response to the contents of the files, the American Federation of Teachers and American Association of University Professors called on the SEC to investigate Apollo for giving investors "an inaccurate and incomplete picture of the firm and its partners' connections to Epstein".
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10-річна ефективність Тренди виручки, чистого прибутку, маржі та EPS
Оцінка Співвідношення P/E, P/S, P/B, EV/EBITDA — акція дорога чи дешева?
| Метрика | 5-річний тренд | APO | середнє за 5 років | Медіана аналогів | Висновок |
|---|---|---|---|---|---|
| P/E (TTM) | 20.6середнє за 5 років ≈10.3 | ≈10.3 | 27.5 | Справедлива вартість | |
| P/S (TTM) | 2.1середнє за 5 років ≈2.8 | ≈2.8 | 1.1 | Переоцінений | |
| P/B (MRQ) | 2.8середнє за 5 років ≈26.1 | ≈26.1 | 1.3 | Переоцінений | |
| Price / Cash Flow (Ціна / Грошовий потік) | 9.1середнє за 5 років ≈14.6 | ≈14.6 | 7.9 | Переоцінений | |
| Price / Tangible Book (Ціна / Матеріальний чистий капітал) | 3.8середнє за 5 років ≈8.3 | ≈8.3 | · | · | |
| PEG Ratio (Коефіцієнт PEG) | ≈0.3 | · | · | · |
Медіана аналогічних компаній розраховується на стандартизованій основі для кожного показника і може не завжди відповідати базі TTM/MRQ, показаній для цієї акції.
Прибутковість Валова, операційна та чиста маржа; ROE, ROA, ROIC
| Метрика | 5-річний тренд | APO | середнє за 5 років | Медіана аналогів | Висновок |
|---|---|---|---|---|---|
| EBITDA Margin (Маржа EBITDA) | 4.5%середнє за 5 років ≈4.1% | ≈4.1% | 4.4% | Відповідно | |
| До оподаткування маржа (TTM) | 20.8%середнє за 5 років ≈3.3% | ≈3.3% | 11.3% | Найвищий рівень | |
| Маржа чистого прибутку (TTM) | 10.9%середнє за 5 років ≈3.7% | ≈3.7% | 7.9% | Найвищий рівень | |
| ROA (TTM) | 0.83%середнє за 5 років ≈0.41% | ≈0.41% | 0.17% | Найвищий рівень | |
| ROE (TTM) | 17.2%середнє за 5 років ≈-15.4% | ≈-15.4% | 1.8% | Найвищий рівень |
Фінансове здоровʼя Борг, ліквідність, платоспроможність — міцність балансу
Ще недостатньо фундаментальних даних для обчислення цієї групи коефіцієнтів.
Зростання Зростання виручки, EPS та чистого прибутку: рік до року, 3-річний CAGR, 5-річний CAGR
| Метрика | 5-річний тренд | APO | середнє за 5 років | Медіана аналогів | Висновок |
|---|---|---|---|---|---|
| Revenue YoY (Виторг рік до року) | 22.7%середнє за 5 років ≈71.2% | ≈71.2% | · | · | |
| Revenue CAGR 3Y (CAGR виторгу 3 роки) | 43.0%середнє за 5 років ≈82.3% | ≈82.3% | · | · | |
| Revenue CAGR 5Y (CAGR виторгу 5 років) | 68.6% | · | · | · | |
| EPS YoY | -24.4% | · | · | · | |
| Net Income YoY (Чистий прибуток рік до року) | -23.7% | · | · | · | |
| EPS CAGR 3Y (CAGR EPS 3 роки) | 0.05% | · | · | · | |
| EPS CAGR 5Y (CAGR EPS 5 років) | 66.0% | · | · | · | |
| Net Income CAGR 3Y (CAGR чистого прибутку 3 роки) | 35.5% | · | · | · | |
| Net Income CAGR 5Y (CAGR чистого прибутку 5 років) | 86.0% | · | · | · |
Ефективність капіталу Оборотність активів, оборотність запасів, оборотність дебіторської заборгованості
| Метрика | 5-річний тренд | APO | середнє за 5 років | Медіана аналогів | Висновок |
|---|---|---|---|---|---|
| Asset Turnover (Оборотність активів) | 0.1середнє за 5 років ≈0.1 | ≈0.1 | 0.0 | Найвищий рівень | |
| Revenue / Employee (Виручка / співробітник (річна виручка ÷ кількість співробітників (штатний розпис, yfinance). Похідне — не збережена концепція SEC-XBRL).) | ≈$5.2M | · | · | · |
значення · ≈ середнє за 5 років · медіана галузі · вердикт відносно медіани
Дивіденди Дивідендна дохідність, коефіцієнт виплат, історія дивідендів, 5-річний CAGR
| Дата екс-дивіденду | Сума | Валюта | Дохідність |
|---|---|---|---|
| Сер 19, 2026 | $0,56 | USD | ≈1.6% |
| Тра 19, 2026 | $0,56 | USD | ≈1.6% |
| Лют 19, 2026 | $0,51 | USD | ≈1.7% |
| Лис 17, 2025 | $0,51 | USD | ≈1.6% |
| Сер 18, 2025 | $0,51 | USD | ≈1.4% |
| Тра 16, 2025 | $0,51 | USD | ≈1.3% |
| Лют 18, 2025 | $0,46 | USD | ≈1.1% |
| Лис 18, 2024 | $0,46 | USD | ≈1.1% |
| Сер 16, 2024 | $0,46 | USD | ≈1.6% |
| Тра 16, 2024 | $0,46 | USD | ≈1.6% |
| Лют 16, 2024 | $0,43 | USD | ≈1.5% |
| Лис 16, 2023 | $0,43 | USD | ≈2.0% |
| Сер 17, 2023 | $0,43 | USD | ≈2.1% |
| Тра 19, 2023 | $0,43 | USD | ≈2.6% |
| Лют 17, 2023 | $0,40 | USD | ≈2.2% |
| Лис 16, 2022 | $0,40 | USD | ≈2.6% |
| Сер 17, 2022 | $0,40 | USD | ≈2.9% |
| Тра 17, 2022 | $0,40 | USD | ≈3.3% |
| Лют 17, 2022 | $0,40 | USD | ≈2.9% |
| Лис 18, 2021 | $0,50 | USD | ≈2.8% |
Історія прибутків EPS фактичний проти прогнозу, сюрприз %, коефіцієнт перевищення, дата наступного звіту про прибутки
| Період | Звіт | EPS (факт) | EPS прогноз | Сюрприз |
|---|---|---|---|---|
| 30 червня 2026 р. | Сер 3, 2026 | $2.11 | $2.20 | -3.9% |
| 31 березня 2026 р. | $1.94 | $1.95 | -0.52% | |
| 31 грудня 2025 р. | $2.47 | $2.07 | 19.3% | |
| 30 вересня 2025 р. | $2.17 | $1.93 | 12.4% | |
| 30 червня 2025 р. | $1.92 | $1.86 | 3.1% | |
| 31 березня 2025 р. | $1.82 | $1.89 | -3.4% |
Повні фундаментальні показники Усі показники за роками — звіт про прибутки та збитки, баланс, рух грошових коштів
Звіт про прибутки та збитки
| Метрика | Тенденція | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|---|
| Revenue | $32.05B | $26.11B | $32.64B | $10.97B | $5.95B | |
| Operating Expenses | $25.29B | $18.98B | $27.33B | $15.91B | $4.11B | |
| Pretax Income | $6.68B | $7.43B | $5.59B | $-4.25B | $4.86B | |
| Income Tax | $1.28B | $1.06B | $-923M | $-739M | $594M | |
| Net Income | $3.49B | $4.58B | $5.05B | $-1.96B | $1.84B | |
| EPS (Basic) | $5.58 | $7.39 | $8.32 | $-3.43 | $7.32 | |
| EPS (Diluted) | $5.54 | $7.33 | $8.28 | $-3.43 | $7.32 | |
| Shares (Basic) | 589,500,000 | 586,100,000 | 581,400,000 | 584,700,000 | 236,600,000 | |
| Shares (Diluted) | 593,700,000 | 604,000,000 | 588,800,000 | 584,700,000 | 236,600,000 | |
| EBITDA | $1.43B | $1.07B | $803M | $594M | · |
Баланс
| Метрика | Тенденція | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|---|
| Cash & Equivalents | · | · | · | $8.98B | $917M | |
| Goodwill | $5.92B | $4.33B | $4.33B | $4.32B | $117M | |
| Total Assets | $460.95B | $377.89B | $313.49B | $257.22B | $30.50B | |
| Total Liabilities | $418.43B | $346.92B | $288.24B | $241.82B | $18.54B | |
| Long-term Debt | $13.36B | $10.59B | $8.09B | $6.47B | $3.13B | |
| Common Stock | $0 | $0 | $0 | $0 | $0 | |
| Paid-in Capital | $16.95B | $15.33B | $15.25B | $14.98B | $2.10B | |
| Retained Earnings | $7.63B | $6.02B | $2.97B | $-1.01B | $1.14B | |
| AOCI | $-2.65B | $-5.49B | $-5.58B | $-7.33B | $-5M | |
| Stockholders' Equity | $23.34B | $17.25B | $14.04B | $6.64B | $3.79B | |
| Liabilities + Equity | $460.95B | $377.89B | $313.49B | $257.22B | $30.50B | |
| Shares Outstanding | 578,981,398 | 565,738,933 | 567,762,932 | 570,276,188 | 249,000,000 |
Грошовий потік
| Метрика | Тенденція | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|---|
| D&A | $1.43B | $1.07B | $803M | $529M | $27M | |
| Stock-based Comp | $789M | $721M | $1.03B | $540M | $1.18B | |
| Deferred Tax | $643M | $-99M | $-1.90B | $-1.25B | $475M | |
| Other Non-cash | $891M | $-3.02B | $1.35B | $7.46B | · | |
| Operating Cash Flow | $7.25B | $3.25B | $6.32B | $3.79B | $1.06B | |
| Investing Cash Flow | $-63.97B | $-61.80B | $-42.41B | $-23.44B | $-1.55B | |
| Debt Issued | $7.22B | $7.95B | $4.91B | $5.75B | $1.33B | |
| Net Debt Issued | $2.57B | $2.69B | $1.13B | $1.71B | · | |
| Stock Repurchased | $773M | $890M | $561M | $635M | $299M | |
| Net Stock Activity | $-773M | $-890M | $-561M | $-635M | · | |
| Dividends Paid | $1.20B | $1.09B | $1.01B | $962M | $517M | |
| Financing Cash Flow | $60.20B | $57.97B | $42.64B | $28.71B | $109M | |
| Net Change in Cash | $3.48B | $-579M | $6.56B | $9.04B | $-379M | |
| Taxes Paid | $590M | · | · | · | · |
Прибутковість
| Метрика | Тенденція | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|---|
| Net Margin | 10.9% | 17.5% | 15.5% | -29.3% | · | |
| Pretax Margin | 20.8% | 28.5% | 17.1% | -53.0% | · | |
| EBITDA Margin | 4.5% | 4.1% | 2.5% | 5.4% | · | |
| ROA | 0.83% | 1.3% | 1.7% | -2.2% | · | |
| ROE | 17.2% | 29.2% | 45.6% | -153.5% | · |
Ефективність
| Метрика | Тенденція | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|---|
| Asset Turnover | 0.1 | 0.1 | 0.1 | 0.1 | · |
На акцію
| Метрика | Тенденція | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|---|
| Book Value / Share | $40.31 | $30.50 | $24.74 | $0.70 | · | |
| Revenue / Share | $53.98 | $43.24 | $55.44 | $18.76 | · | |
| Cash Flow / Share | $12.20 | $5.39 | $10.74 | $6.48 | · | |
| Cash / Share | · | · | · | $15.75 | · | |
| Dividend / Share | $1.99 | $1.81 | $1.69 | $1.60 | $2.10 | |
| EPS (TTM) | $5.54 | $7.33 | $8.28 | $-3.43 | · |
Темпи зростання
| Метрика | Тенденція | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|---|
| Revenue YoY | 22.7% | -20.0% | 197.6% | 84.3% | 152.8% | |
| Revenue CAGR 3Y | 43.0% | 63.7% | 140.2% | · | · | |
| Revenue CAGR 5Y | 68.6% | · | · | · | · | |
| EPS YoY | -24.4% | -11.5% | · | · | 1563.6% | |
| EPS CAGR 3Y | · | 0.05% | 166.0% | · | · | |
| EPS CAGR 5Y | 66.0% | · | · | · | · | |
| Net Income YoY | -23.7% | -9.3% | · | · | 1071.3% | |
| Net Income CAGR 3Y | · | 35.5% | 218.0% | · | · | |
| Net Income CAGR 5Y | 86.0% | · | · | · | · | |
| Dividends Paid CAGR 5Y | 16.9% | · | · | · | · |
Оцінка (TTM)
| Метрика | Тенденція | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|---|
| Revenue TTM | $32.05B | $26.11B | $32.64B | $10.97B | · | |
| Net Income TTM | $3.49B | $4.58B | $5.05B | $-1.96B | · | |
| Market Cap | $83.81B | $93.44B | $52.91B | $36.38B | · | |
| P/E | 26.1 | 22.5 | 11.3 | -18.6 | · | |
| P/S | 2.6 | 3.6 | 1.6 | 3.3 | · | |
| P/B | 3.6 | 5.4 | 3.8 | 91.6 | · | |
| P / Tangible Book | 4.8 | 7.2 | 5.4 | 15.7 | · | |
| P / Cash Flow | 11.6 | 28.7 | 8.4 | 9.6 | · | |
| Dividend Yield | 1.4% | 1.2% | 1.9% | 2.6% | · | |
| Earnings Yield | 3.8% | 4.4% | 8.9% | -5.4% | · | |
| Payout Ratio | 34.4% | 23.9% | 20.1% | -29.9% | · | |
| Annual Payout | $1.20B | $1.09B | $1.01B | $962M | · |
Звіт про прибутки та збитки
| Метрика | Тенденція | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 | Q2 2022 | Q1 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $9.86B | $9.82B | $6.81B | $5.55B | $5.28B | $7.77B | $6.02B | $7.04B | $11.05B | $2.60B | $13.70B | $5.30B | $4.84B | $2.98B | $2.29B | $862M | |
| Operating Expenses | $8.16B | $7.07B | $5.72B | $4.34B | $3.69B | $5.82B | $4.58B | $4.89B | $9.18B | $1.75B | $12.83B | $3.57B | $3.65B | $4.02B | $5.45B | $2.78B | |
| Pretax Income | $1.75B | $2.90B | $845M | $1.18B | $1.72B | $2.09B | $1.44B | $2.19B | $1.96B | $883M | $951M | $1.79B | $1.23B | $-945M | $-2.99B | $-1.54B | |
| Income Tax | $592M | $438M | $3M | $243M | $62M | $317M | $261M | $422M | $-1.62B | $243M | $201M | $253M | $223M | $-96M | $-381M | $-485M | |
| Net Income | $684M | $1.74B | $630M | $442M | $1.49B | $811M | $853M | $1.43B | $2.76B | $682M | $599M | $1.01B | $2.27B | $-563M | $-1.64B | $-401M | |
| EPS (Basic) | $1.08 | $2.82 | $1.00 | $0.68 | $2.42 | $1.30 | $1.36 | $2.31 | $4.55 | $1.10 | $1.00 | $1.67 | $1.07 | $-0.98 | $-2.82 | $-0.70 | |
| EPS (Diluted) | $1.09 | $2.78 | $0.99 | $0.68 | $2.41 | $1.29 | $1.35 | $2.28 | $4.52 | $1.10 | $1.00 | $1.66 | $1.07 | $-0.98 | $-2.82 | $-0.70 | |
| Shares (Basic) | · | 589,400,000 | 586,700,000 | 587,300,000 | · | 585,400,000 | 587,100,000 | 588,100,000 | · | 578,800,000 | 579,000,000 | 584,100,000 | · | 584,300,000 | 584,800,000 | 586,500,000 | |
| Shares (Diluted) | · | 607,800,000 | 590,400,000 | 593,000,000 | · | 588,500,000 | 590,200,000 | 605,400,000 | · | 578,800,000 | 579,000,000 | 584,200,000 | · | 584,300,000 | 584,800,000 | 586,500,000 | |
| EBITDA | · | · | · | $308M | · | · | · | $238M | · | · | · | $165M | · | · | · | $133M |
Баланс
| Метрика | Тенденція | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 | Q2 2022 | Q1 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | · | · | · | · | · | · | · | · | · | · | $12.07B | · | · | $10.94B | $12.72B | $9.77B | |
| Goodwill | $5.92B | · | · | · | $4.33B | · | · | · | · | · | · | · | · | $4.32B | $4.42B | $4.30B | |
| Total Assets | $460.95B | $449.54B | $419.55B | $395.05B | $377.89B | $368.69B | $346.50B | $334.05B | · | $283.24B | $281.98B | · | · | $250.34B | $247.85B | $261.56B | |
| Total Liabilities | $418.43B | $409.75B | $385.69B | $362.70B | $346.92B | $337.15B | $318.09B | $307.04B | · | $265.27B | $264.66B | · | · | $247.45B | $239.69B | $241.28B | |
| Long-term Debt | $13.36B | $12.63B | $12.14B | $10.58B | $10.59B | $9.81B | $9.81B | $9.60B | · | $7.03B | $6.45B | · | · | $6.08B | $6.09B | $6.10B | |
| Common Stock | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | · | $0 | $0 | · | · | $0 | $0 | $0 | |
| Paid-in Capital | $16.95B | $16.93B | $15.70B | $15.53B | $15.33B | $15.07B | $15.32B | $15.17B | · | $14.61B | $14.47B | · | · | $15.26B | $15.41B | $15.76B | |
| Retained Earnings | $7.63B | $7.31B | $5.92B | $5.63B | $6.02B | $4.87B | $4.38B | $3.86B | · | $535M | $153M | · | · | $-2.84B | $-1.94B | $-93M | |
| AOCI | $-2.65B | $-2.49B | $-3.69B | $-4.58B | $-5.49B | $-3.47B | $-5.82B | $-5.64B | · | $-8.10B | $-6.39B | · | · | $-13.76B | $-9.79B | $-4.68B | |
| Stockholders' Equity | $23.34B | $23.14B | $19.32B | $17.98B | $17.25B | $17.86B | $15.27B | $14.79B | · | $8.44B | $8.23B | · | · | $-1.34B | $3.68B | $10.99B | |
| Liabilities + Equity | $460.95B | $449.54B | $419.55B | $395.05B | $377.89B | $368.69B | $346.50B | $334.05B | · | $283.24B | $281.98B | · | · | $250.34B | $247.85B | $261.56B | |
| Shares Outstanding | 578,981,398 | 580,389,090 | 572,024,038 | 570,432,275 | 565,738,933 | 565,816,456 | 569,535,344 | 569,003,922 | 567,762,932 | 567,565,120 | 566,809,153 | · | 570,000,000 | 572,670,634 | 571,028,097 | 570,353,554 |
Грошовий потік
| Метрика | Тенденція | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 | Q2 2022 | Q1 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $391M | $400M | $332M | $308M | $296M | $281M | $260M | $238M | $217M | $241M | $180M | $165M | $153M | $105M | $94M | $106M | |
| Stock-based Comp | $266M | $208M | $166M | $149M | $243M | $136M | $153M | $189M | $604M | $142M | $140M | $140M | $130M | $117M | $125M | $168M | |
| Other Non-cash | · | · | · | $113M | · | · | · | $-1.78B | · | · | · | $-772M | · | · | · | $-3.42B | |
| Operating Cash Flow | $4.67B | $303M | $1.26B | $1.01B | $-4M | $1.85B | $1.33B | $70M | $2.06B | $-364M | $3.55B | $1.07B | $1.47B | $2.34B | $3.97B | $-3.99B | |
| Investing Cash Flow | $-14.22B | $-13.24B | $-19.63B | $-16.89B | $-16.25B | $-14.47B | $-14.70B | $-16.39B | $-14.69B | $-10.21B | $-11.87B | $-5.64B | $-11.27B | $-11.35B | $-3.92B | $3.10B | |
| Debt Issued | $2.52B | $2.07B | $2.34B | $294M | $1.82B | $472M | $2.83B | $2.83B | $1.09B | $1.40B | $1.21B | $1.20B | $1.99B | $0 | $95M | $3.66B | |
| Net Debt Issued | · | · | · | $-524M | · | · | · | $2.30B | · | · | · | $-655M | · | · | · | $2.96B | |
| Stock Repurchased | $240M | $340M | $0 | $193M | $102M | $453M | $75M | $260M | $26M | $0 | $77M | $458M | $172M | $26M | $211M | $226M | |
| Net Stock Activity | · | · | · | $-193M | · | · | · | $-260M | · | · | · | $-458M | · | · | · | $-226M | |
| Dividends Paid | $311M | $306M | $306M | $278M | $277M | $277M | $279M | $259M | $259M | $256M | $256M | $241M | $240M | $264M | $229M | $229M | |
| Financing Cash Flow | $8.95B | $19.16B | $17.82B | $14.27B | $15.74B | $12.25B | $11.63B | $18.34B | $15.88B | $10.22B | $5.01B | $11.52B | $7.70B | $7.73B | $2.04B | $11.24B | |
| Net Change in Cash | $-610M | $6.23B | $-542M | $-1.60B | $-515M | $-356M | $-1.73B | $2.02B | $3.26B | $-357M | $-3.30B | $6.96B | $-2.11B | $-1.27B | $2.08B | $10.35B |
Прибутковість
| Метрика | Тенденція | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 | Q2 2022 | Q1 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Net Margin | · | 17.7% | 9.2% | 8.0% | · | 10.4% | 14.2% | 20.3% | · | 26.3% | 5.5% | 29.0% | · | -29.4% | -90.3% | -99.4% | |
| Pretax Margin | · | 29.5% | 12.4% | 21.3% | · | 26.8% | 23.9% | 31.1% | · | 34.0% | 6.9% | 33.8% | · | -45.6% | -153.6% | -244.3% | |
| EBITDA Margin | · | · | · | 5.5% | · | · | · | 3.4% | · | · | · | 3.1% | · | · | · | 15.2% | |
| ROA | · | 0.42% | 0.16% | 0.12% | · | 0.25% | 0.27% | 0.48% | · | 0.26% | 0.28% | · | · | -0.70% | -1.7% | -0.67% | |
| ROE | · | 8.5% | 3.6% | 2.7% | · | 6.2% | 7.3% | 11.1% | · | 19.2% | 12.6% | · | · | 130.8% | -111.5% | -15.8% |
Ефективність
| Метрика | Тенденція | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 | Q2 2022 | Q1 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | · | 0.0 | 0.0 | 0.0 | · | 0.0 | 0.0 | 0.0 | · | 0.0 | 0.1 | · | · | 0.0 | 0.0 | 0.0 |
На акцію
| Метрика | Тенденція | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 | Q2 2022 | Q1 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Book Value / Share | · | $39.86 | $33.78 | $31.51 | · | $31.57 | $26.82 | $25.99 | · | $14.87 | $14.52 | · | · | $-2.34 | $6.44 | $19.27 | |
| Revenue / Share | · | $16.16 | $11.54 | $9.36 | · | $13.21 | $10.20 | $11.63 | · | $4.48 | $23.66 | $9.07 | · | $5.10 | $3.89 | $1.49 | |
| Cash Flow / Share | · | · | · | $1.71 | · | · | · | $0.12 | · | · | · | $1.83 | · | · | · | $-6.81 | |
| Cash / Share | · | · | · | · | · | · | · | · | · | · | $21.29 | · | · | $19.11 | $22.27 | $17.13 | |
| Dividend / Share | $0.51 | $0.51 | $0.51 | $0.46 | $0.46 | $0.46 | $0.46 | $0.43 | $0.43 | $0.43 | $0.43 | $0.40 | $0.40 | $0.40 | $0.40 | $0.40 | |
| EPS (TTM) | · | · | · | · | · | $9.44 | $9.25 | $8.90 | · | $4.83 | $2.75 | $-1.07 | · | $-3.70 | $-1.71 | $3.81 |
Оцінка (TTM)
| Метрика | Тенденція | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 | Q2 2022 | Q1 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | · | · | · | · | · | $31.88B | $26.70B | $34.38B | · | $26.44B | $26.82B | $15.41B | · | $7.32B | $5.42B | $4.52B | |
| Net Income TTM | · | · | · | · | · | $5.85B | $5.72B | $5.46B | · | $4.56B | $3.31B | $1.08B | · | $-2.36B | $-1.54B | $759M | |
| Market Cap | · | $77.35B | $81.15B | $78.11B | · | $70.68B | $67.25B | $63.98B | · | $50.94B | $43.54B | · | · | $26.63B | $27.68B | $35.36B | |
| P/E | · | · | · | · | · | 13.2 | 12.8 | 12.6 | · | 18.6 | 27.9 | -59.0 | · | -12.6 | -28.4 | 16.3 | |
| P/S | · | · | · | · | · | 2.2 | 2.5 | 1.9 | · | 1.9 | 1.6 | · | · | 3.6 | 5.1 | 7.8 | |
| P/B | · | 3.3 | 4.2 | 4.3 | · | 4.0 | 4.4 | 4.3 | · | 6.0 | 5.3 | · | · | -19.9 | 7.5 | 3.2 | |
| P / Tangible Book | · | 3.3 | 4.2 | 4.3 | · | 4.0 | 4.4 | 4.3 | · | 6.0 | 5.3 | · | · | · | · | 5.3 | |
| P / Cash Flow | · | · | · | 77.2 | · | · | · | 914.1 | · | · | · | · | · | · | · | -8.9 | |
| Dividend Yield | · | · | · | · | · | 1.5% | 1.6% | 1.6% | · | 1.9% | 2.3% | · | · | 3.2% | 2.6% | 1.7% | |
| Earnings Yield | · | · | · | · | · | 7.6% | 7.8% | 7.9% | · | 5.4% | 3.6% | -1.7% | · | -8.0% | -3.5% | 6.2% | |
| Payout Ratio | · | · | · | 62.9% | · | · | · | 18.1% | · | · | · | 15.7% | · | · | · | -26.3% | |
| Annual Payout | · | · | · | · | · | $1.07B | $1.05B | $1.03B | · | $993M | $1.00B | $974M | · | $849M | $711M | $602M |
Найновіший період ліворуч · нульові значення показані як ·
Фінансова звітність Звіт про прибутки та збитки, баланс, рух грошових коштів — річні, за останні 5 років
| Метрика | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2023-03-31 | 2022-12-31 |
|---|---|---|---|---|---|
| Виручка | $32.05B | $26.11B | $32.64B | · | $10.97B |
| Чистий прибуток | $3.49B | $4.58B | $5.05B | · | $-1.96B |
| Розбавлений EPS | $5.54 | $7.33 | $8.28 | · | $-3.43 |
Ще недостатньо фундаментальних даних для побудови цього звіту.
Ще недостатньо фундаментальних даних для побудови цього звіту.
Інституційні власники (13F) 1 307 подавачів звітності · $55.8B всього · Станом на 30 вересня 2026 р.
Інституційні інвестори, які звітують про володіння цими акціями у своїй квартальній формі SEC 13F. Тільки довгі позиції; один подавець звітності може з'явитися двічі для окремих опціонних контрактів. Великі протилежні опціонні позиції (пут/кол) зазвичай відображають маркет-мейкінг або хеджування запасів, а не спрямованість переконань.
| Нові позиції | Закриті позиції | Збільшено | Зменшено | Зміна чистих акцій |
|---|---|---|---|---|
| 153 (-12 проти попереднього кв.) | 94 (-72 проти попереднього кв.) | 506 (+33 проти попереднього кв.) | 395 (-38 проти попереднього кв.) | -9.2M |
Порівняно з Q1 2026. Звіти SEC Form 13F подаються протягом 45 днів після закінчення кварталу плюс невеликий буфер для тих, хто подає із запізненням — квартали, що ще знаходяться в цьому вікні, пропускаються на користь останньої повністю звітної пари.
| Інституційний інвестор | Вартість | Акції | % від відстежуваного 13F | Тип |
|---|---|---|---|---|
| VANGUARD GROUP INC | $6 913 825 614 | 47 760 608 | 12,40% | Акції |
| BlackRock, Inc. | $3 930 785 281 | 33 224 455 | 7,05% | Акції |
| VANGUARD CAPITAL MANAGEMENT LLC | $3 335 969 915 | 28 196 855 | 5,98% | Акції |
| FMR LLC | $2 865 539 599 | 24 220 604 | 5,14% | Акції |
| Capital Research Global Investors | $2 836 137 108 | 23 972 610 | 5,08% | Акції |
| STATE STREET CORP | $2 351 856 569 | 19 878 764 | 4,22% | Акції |
| Capital World Investors | $2 162 606 897 | 18 279 251 | 3,88% | Акції |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $1 720 094 301 | 14 538 875 | 3,08% | Акції |
| FRANKLIN RESOURCES INC | $1 237 104 898 | 10 456 470 | 2,22% | Акції |
| GEODE CAPITAL MANAGEMENT, LLC | $1 224 482 429 | 10 396 296 | 2,20% | Акції |
| National Philanthropic Trust | $1 081 185 281 | 9 138 579 | 1,94% | Акції |
| MORGAN STANLEY | $1 057 415 385 | 8 937 664 | 1,90% | Акції |
| NORGES BANK | $866 493 803 | 7 323 927 | 1,55% | Акції |
| BANK OF AMERICA CORP /DE/ | $817 734 985 | 6 911 799 | 1,47% | Акції |
| JANE STREET GROUP, LLC | $816 611 113 | 6 902 300 | 1,46% | Опціон кол |
| UBS Group AG | $706 831 974 | 5 974 406 | 1,27% | Акції |
| WELLS FARGO & COMPANY/MN | $698 029 000 | 5 900 000 | 1,25% | Опціон пут |
| Clearbridge Investments, LLC | $609 888 666 | 5 155 005 | 1,09% | Акції |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $604 260 075 | 5 423 264 | 1,08% | Акції |
| NORTHERN TRUST CORP | $576 229 918 | 4 870 509 | 1,03% | Акції |
| GOLDMAN SACHS GROUP INC | $569 915 555 | 4 817 138 | 1,02% | Акції |
| JANE STREET GROUP, LLC | $554 306 012 | 4 685 200 | 0,99% | Опціон пут |
| Mariner, LLC | $538 753 726 | 4 681 672 | 0,97% | Акції |
| JPMORGAN CHASE & CO | $517 006 778 | 4 502 365 | 0,93% | Акції |
| Legal & General Group Plc | $459 986 796 | 3 887 979 | 0,82% | Акції |
| WELLS FARGO & COMPANY/MN | $431 594 880 | 3 648 000 | 0,77% | Опціон кол |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $426 885 078 | 3 608 191 | 0,77% | Акції |
| Capital International Investors | $399 561 185 | 3 377 554 | 0,72% | Акції |
| Boston Partners | $397 475 870 | 3 356 695 | 0,71% | Акції |
| ROYAL BANK OF CANADA | $370 818 000 | 3 134 284 | 0,66% | Акції |
| Bank of New York Mellon Corp | $336 643 501 | 2 845 435 | 0,60% | Акції |
| TIGER GLOBAL MANAGEMENT LLC | $322 171 145 | 2 723 110 | 0,58% | Акції |
| BECK MACK & OLIVER LLC | $318 703 295 | 2 693 798 | 0,57% | Акції |
| VANGUARD FIDUCIARY TRUST CO | $300 513 670 | 2 540 053 | 0,54% | Акції |
| BARCLAYS PLC | $283 707 497 | 2 398 001 | 0,51% | Акції |
| Invesco Ltd. | $283 480 462 | 2 396 082 | 0,51% | Акції |
| Curated Wealth Partners LLC | $261 406 323 | 2 209 503 | 0,47% | Акції |
| DIMENSIONAL FUND ADVISORS LP | $250 229 816 | 2 115 596 | 0,45% | Акції |
| Temasek Holdings (Private) Ltd | $240 097 722 | 2 029 395 | 0,43% | Акції |
| NEUBERGER BERMAN GROUP LLC | $232 618 626 | 1 966 436 | 0,42% | Акції |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $231 165 909 | 1 953 900 | 0,41% | Опціон кол |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $222 836 885 | 1 883 500 | 0,40% | Опціон пут |
| Heard Capital LLC | $199 980 576 | 1 690 310 | 0,36% | Акції |
| Focus Partners Wealth | $194 709 679 | 1 645 757 | 0,35% | Акції |
| UBS Group AG | $193 732 625 | 1 637 500 | 0,35% | Опціон пут |
| WELLS FARGO & COMPANY/MN | $183 408 183 | 1 550 234 | 0,33% | Акції |
| RAYMOND JAMES FINANCIAL INC | $178 905 097 | 1 512 172 | 0,32% | Акції |
| DEUTSCHE BANK AG\ | $172 289 765 | 1 456 257 | 0,31% | Акції |
| Regal Partners Ltd | $166 023 832 | 1 403 295 | 0,30% | Акції |
| Amundi | $164 978 444 | 1 394 459 | 0,30% | Акції |
Активісти та власники %+ 5 10 холдингів
Інвестори, які подали Розклад SEC 13D — бенефіціарна власність понад 5% з наміром вплинути на емітента (активістські частки, кампанії в раді директорів, M&A). Кожен рядок показує останній відомий стан позиції цього подавця.
| Подавець | Подано | Частка | Статус | Мета | Подача |
|---|---|---|---|---|---|
| LDB C LLC | 06 лютого 2026 р. | 0,52% | Первинна подача | Кампанія в раді директорів | SEC |
| Joshua Harris, MJH Partners II LLC, MJH Partners III LLC ×27 подання | 15 грудня 2025 р. | 5,90% | Поправка | · | SEC |
| BLACK, LEON D ×3 подання | 22 липня 2025 р. | 6,80% | Поправка | · | SEC |
| ROWAN MARC J, MJR Foundation LLC, MJR-VPF LLC, MJR 09FT-VPF LLC, RWN Management, LLC, RWNM-VPF LLC, Alchemy Group Holdings LLC, MJR-09FT-2A, MJR-09 2023 Family Trust | 16 квітня 2025 р. | 6,00% | Поправка | · | SEC |
| LDB 2014 LLC ×3 подання | 23 січня 2025 р. | 1,20% | Поправка | · | SEC |
| Marc Rowan (2), MJR Foundation LLC (2), MJR-VPF LLC (2), MJR 09FT-VPF LLC (2), RWN Management, LLC (2), RWNM-VPF LLC (2), Alchemy Group Holdings LLC (2), MJR-09FT-2A LLC (2), MJR-09 2023 Family Trust (2), RWNM AOG Holdings LLC (2), RWNM Series A Holdings LLC (2) ×2 подання | 11 грудня 2024 р. | · | Первинна подача | · | SEC |
| LDB 2018 GST TRUST | 08 листопада 2024 р. | · | Первинна подача | Кампанія в раді директорів | SEC |
| Leon D. Black ×6 подання | 28 жовтня 2024 р. | · | Первинна подача | · | SEC |
| Socrates Trust ×2 подання | 20 лютого 2024 р. | · | Первинна подача | · | SEC |
| Heritage Trust u/a/d 11/12/2018 ×3 подання | 27 травня 2022 р. | · | Первинна подача | · | SEC |
Purpose is an automated classification of the filer's own stated purpose (SEC Item 4) — not investment advice. "—" means no clear purpose was stated or the text could not be classified.
Інсайдери компанії 30 інсайдерів · 10 керівники · 17 директори
| Інсайдер | Роль | Остання активність | Кількість акцій у власності | Купівлі за 12 міс. | Продажі за 12 міс. | Нетто 12 міс |
|---|---|---|---|---|---|---|
| ROWAN MARC J | Chief Executive Officer and | 08 травня 2026 р. G | 1 552 160 | 0 | 0 | $0 |
| Grant Kvalheim | CEO of Athene Holding Ltd. | 17 лютого 2026 р. F | 2 171 518 | 0 | 0 | $0 |
| Martin Kelly | Chief Financial Officer | 14 серпня 2026 р. S | 396 533 | 0 | 3 | $-2 153 460 |
| John P. Zito | Co-President of Apollo Asset Management, Inc. | 27 травня 2026 р. S | 3 063 696 | 0 | 3 | $-6 355 735 |
| Scott Kleinman | Co-President of Apollo Asset Management, Inc. The reporting person disclaims beneficial ownership of securities held indirectly | 27 травня 2026 р. G | 226 873 | 0 | 0 | $0 |
| Whitney Chatterjee | Chief Legal Officer | 18 лютого 2026 р. F | 136 490 | 0 | 1 | $-1 241 255 |
| James Richard Belardi | Executive Chairman of Athene Holding Ltd. The reporting person disclaims beneficial ownership of securities held indirectly exce | 13 лютого 2026 р. M | 99 393 | 0 | 0 | $0 |
| Kristiane Elaine Kinahan | Chief Acct. Off. | 11 лютого 2026 р. F | 17 374 | 0 | 0 | $0 |
| Louis-Jacques Tanguy | Chief Acct. Off. & Controller | 12 лютого 2025 р. F | 27 055 | 0 | 0 | $0 |
| John J Suydam | Chief Legal Officer | 15 листопада 2023 р. A | 14 152 | 0 | 0 | $0 |
| Mitra O'Neill | Директор | 07 травня 2026 р. A | 32 115 | 0 | 0 | $0 |
| Brian Leach | Директор | 07 травня 2026 р. A | 41 916 | 0 | 0 | $0 |
| Kerry Murphy Healey | Директор | 01 липня 2025 р. A | 20 705 | 0 | 0 | $0 |
| Pamela J Joyner | Директор | 01 липня 2025 р. A | 14 935 | 0 | 0 | $0 |
| Marc A Beilinson | Директор | 01 липня 2025 р. A | 113 707 | 0 | 0 | $0 |
| Lynn C Swann | Директор | 01 липня 2025 р. A | 18 462 | 0 | 0 | $0 |
| Pauline Richards | Директор | 01 липня 2025 р. A | 87 850 | 0 | 0 | $0 |
| SIMON DAVID | Директор | 01 липня 2025 р. A | 13 263 | 0 | 0 | $0 |
| A B Krongard | Директор | 05 травня 2025 р. A | 80 669 | 0 | 0 | $0 |
| Walter Joseph Clayton III | Директор | 01 липня 2024 р. A | 31 860 | 0 | 0 | $0 |
| Michael E Ducey | Директор | 01 липня 2024 р. A | 67 711 | 0 | 0 | $0 |
| Patrick Toomey | Директор | 10 травня 2023 р. A | 9 791 | 0 | 0 | $0 |
| Joshua Harris | Директор | 10 січня 2022 р. J | 1 350 007 | 0 | 0 | $0 |
| Richard P Emerson | Директор | 01 січня 2022 р. A | 10 538 | 0 | 0 | $0 |
| Gary D Cohn | · | 07 травня 2026 р. A | 5 153 | 0 | 0 | $0 |
| Jessica M Bibliowicz | · | 07 травня 2026 р. A | 16 046 | 0 | 0 | $0 |
| James C Zelter | · | 18 лютого 2026 р. F | 5 017 139 | 0 | 0 | $0 |
| Heritage Trust u/a/d 11/12/2018 | · | 01 грудня 2025 р. J | 29 629 251 | 0 | 0 | $0 |
| BLACK, LEON D | · | 22 жовтня 2025 р. G | 26 466 101 | 0 | 0 | $0 |
| LB 2018 GST Trust | · | 04 квітня 2025 р. P | 621 754 | 0 | 0 | $0 |
Інсайдери згідно з формами SEC 3/4/5; чистий результат = лише відкритий ринок купівлі/продажу
Присутність в ETF Належить 121 ETF
Вага відображає лише прямі акціонерні володіння (N-PORT); фонди з кредитним плечем або похідними інструментами можуть мати додаткову експозицію за свопами, яка не відображається.
| Фонд | Вага | Одиниці | Станом на | Джерело |
|---|---|---|---|---|
| LBO · EA Series Trust | 9,73% | 5 466 NS | 31 липня 2026 р. | N-PORT |
| RSPF · Invesco Exchange-Traded Fund Trust | 1,22% | 39 815 SH | 02 жовтня 2026 р. | Щоденно |
| TGLB · T. Rowe Price Exchange-Traded Funds… | 1,03% | 2 143 NS | 31 липня 2026 р. | N-PORT |
| PFFA · ETFis Series Trust I | 0,95% | 185,920,49 NS | 31 липня 2026 р. | N-PORT |
| FFLV · FIDELITY COVINGTON TRUST | 0,91% | 1 197 NS | 31 липня 2026 р. | N-PORT |
| IYF · iShares Trust | 0,82% | 279 864 SH | 11 вересня 2026 р. | Щоденно |
| IYG · iShares Trust | 0,81% | 139 880 SH | 11 вересня 2026 р. | Щоденно |
| ALTL · Pacer Funds Trust | 0,77% | 5 629 NS | 31 липня 2026 р. | N-PORT |
| FFLC · FIDELITY COVINGTON TRUST | 0,73% | 70 101 NS | 31 липня 2026 р. | N-PORT |
| IIGD · Invesco Exchange-Traded Self-Indexe… | 0,64% | 170 000 | 02 жовтня 2026 р. | Щоденно |
| PGX · Invesco Exchange-Traded Fund Trust … | 0,63% | 898 041 | 02 жовтня 2026 р. | Щоденно |
| FNCL · FIDELITY COVINGTON TRUST | 0,58% | 110 183 NS | 31 липня 2026 р. | N-PORT |
| VFH · VANGUARD WORLD FUND | 0,58% | 681 927 SH | 19 серпня 2026 р. | Щоденно |
| HIBL · Direxion Shares ETF Trust | 0,52% | 3 110 NS | 31 липня 2026 р. | N-PORT |
| VOT · VANGUARD INDEX FUNDS | 0,52% | 1 545 816 SH | 19 серпня 2026 р. | Щоденно |
| IMCG · iShares Trust | 0,50% | 156 216 SH | 11 вересня 2026 р. | Щоденно |
| FAS · Direxion Shares ETF Trust | 0,49% | 90 877 NS | 31 липня 2026 р. | N-PORT |
| FTC · First Trust Exchange-Traded AlphaDE… | 0,41% | 43 450 NS | 31 липня 2026 р. | N-PORT |
| LQAI · Exchange Listed Funds Trust | 0,38% | 68 NS | 31 липня 2026 р. | N-PORT |
| IMCB · iShares Trust | 0,38% | 50 286 SH | 11 вересня 2026 р. | Щоденно |
| VRP · Invesco Exchange-Traded Fund Trust … | 0,37% | 5 496 099 | 02 жовтня 2026 р. | Щоденно |
| IXG · iShares Trust | 0,37% | 19 931 SH | 11 вересня 2026 р. | Щоденно |
| XOEF · iShares Trust | 0,33% | 582 SH | 11 вересня 2026 р. | Щоденно |
| PFF · iShares Trust | 0,29% | 1 470 281 SH | 11 вересня 2026 р. | Щоденно |
| PFIG · Invesco Exchange-Traded Fund Trust … | 0,29% | 355 000 | 02 жовтня 2026 р. | Щоденно |
| VFVA · VANGUARD WELLINGTON FUND | 0,27% | 19 692 SH | 19 серпня 2026 р. | Щоденно |
| IMCV · iShares Trust | 0,26% | 23 803 SH | 11 вересня 2026 р. | Щоденно |
| ESG · FlexShares Trust | 0,24% | 2 520 NS | 31 липня 2026 р. | N-PORT |
| VO · VANGUARD INDEX FUNDS | 0,23% | 4 372 825 SH | 19 серпня 2026 р. | Щоденно |
| NUDV · Nushares ETF Trust | 0,23% | 899 NS | 31 липня 2026 р. | N-PORT |
| USXF · iShares Trust | 0,22% | 24 890 SH | 11 вересня 2026 р. | Щоденно |
| VYM · VANGUARD WHITEHALL FUNDS | 0,21% | 1 674 531 SH | 19 серпня 2026 р. | Щоденно |
| FAD · First Trust Exchange-Traded AlphaDE… | 0,21% | 9 443 NS | 31 липня 2026 р. | N-PORT |
| ESGG · FlexShares Trust | 0,21% | 1 805 NS | 31 липня 2026 р. | N-PORT |
| IWX · iShares Trust | 0,20% | 60 537 SH | 11 вересня 2026 р. | Щоденно |
| HELO · J.P. Morgan Exchange-Traded Fund Tr… | 0,20% | 72 047 NS | 31 липня 2026 р. | N-PORT |
| EUSA · iShares, Inc. | 0,19% | 29 201 SH | 11 вересня 2026 р. | Щоденно |
| MPLY · Strategy Shares | 0,18% | 230 NS | 31 липня 2026 р. | N-PORT |
| SIZE · iShares Trust | 0,18% | 5 971 SH | 11 вересня 2026 р. | Щоденно |
| RSP · Invesco Exchange-Traded Fund Trust | 0,18% | 1 490 024 SH | 02 жовтня 2026 р. | Щоденно |
| DFSU · Dimensional ETF Trust | 0,17% | 30 603 NS | 31 липня 2026 р. | N-PORT |
| IQSU · New York Life Investments ETF Trust | 0,16% | 4 285 NS | 31 липня 2026 р. | N-PORT |
| RWL · Invesco Exchange-Traded Fund Trust … | 0,16% | 136 932 SH | 02 жовтня 2026 р. | Щоденно |
| SUSL · iShares Trust | 0,16% | 14 751 SH | 11 вересня 2026 р. | Щоденно |
| IWD · iShares Trust | 0,14% | 933 645 SH | 11 вересня 2026 р. | Щоденно |
| VONV · VANGUARD SCOTTSDALE FUNDS | 0,14% | 253 460 SH | 19 серпня 2026 р. | Щоденно |
| EGLE · Global X Funds | 0,13% | 23 NS | 31 липня 2026 р. | N-PORT |
| DFAU · Dimensional ETF Trust | 0,13% | 127 901 NS | 31 липня 2026 р. | N-PORT |
| GLBL · Pacer Funds Trust | 0,12% | 11 NS | 31 липня 2026 р. | N-PORT |
| DXUV · Dimensional ETF Trust | 0,12% | 5 331 NS | 31 липня 2026 р. | N-PORT |
| DCOR · Dimensional ETF Trust | 0,12% | 31 649 NS | 31 липня 2026 р. | N-PORT |
| ILCG · iShares Trust | 0,11% | 27 417 SH | 11 вересня 2026 р. | Щоденно |
| MGV · VANGUARD WORLD FUND | 0,11% | 126 827 SH | 19 серпня 2026 р. | Щоденно |
| TOPC · iShares Trust | 0,11% | 280 SH | 11 вересня 2026 р. | Щоденно |
| CATH · Global X Funds | 0,10% | 10 610 NS | 31 липня 2026 р. | N-PORT |
| XVV · iShares Trust | 0,10% | 5 337 SH | 11 вересня 2026 р. | Щоденно |
| VOXP · Advisors Series Trust | 0,10% | 45 NS | 31 липня 2026 р. | N-PORT |
| DFAC · Dimensional ETF Trust | 0,10% | 370 534 NS | 31 липня 2026 р. | N-PORT |
| FEX · First Trust Exchange-Traded AlphaDE… | 0,10% | 11 909 NS | 31 липня 2026 р. | N-PORT |
| IWL · iShares Trust | 0,09% | 16 268 SH | 11 вересня 2026 р. | Щоденно |
| CHRI · Global X Funds | 0,09% | 60 NS | 31 липня 2026 р. | N-PORT |
| XYLG · Global X Funds | 0,09% | 479 NS | 31 липня 2026 р. | N-PORT |
| IVE · iShares Trust | 0,09% | 359 683 SH | 11 вересня 2026 р. | Щоденно |
| GTO · Invesco Actively Managed Exchange-T… | 0,09% | 111 250 | 02 жовтня 2026 р. | Щоденно |
| QVML · Invesco Exchange-Traded Fund Trust … | 0,09% | 13 377 SH | 02 жовтня 2026 р. | Щоденно |
| XTR · Global X Funds | 0,09% | 35 NS | 31 липня 2026 р. | N-PORT |
| PTLC · Pacer Funds Trust | 0,09% | 23 513 NS | 31 липня 2026 р. | N-PORT |
| IVV · iShares Trust | 0,09% | 5 813 398 SH | 11 вересня 2026 р. | Щоденно |
| VTV · VANGUARD INDEX FUNDS | 0,09% | 1 923 624 SH | 19 серпня 2026 р. | Щоденно |
| VOOV · VANGUARD ADMIRAL FUNDS | 0,09% | 49 857 SH | 19 серпня 2026 р. | Щоденно |
| ESGV · VANGUARD WORLD FUND | 0,09% | 94 926 SH | 19 серпня 2026 р. | Щоденно |
| XYLD · Global X Funds | 0,09% | 23 167 NS | 31 липня 2026 р. | N-PORT |
| XRMI · Global X Funds | 0,09% | 357 NS | 31 липня 2026 р. | N-PORT |
| DFVX · Dimensional ETF Trust | 0,09% | 3 745 NS | 31 липня 2026 р. | N-PORT |
| IUSV · iShares Trust | 0,09% | 191 072 SH | 11 вересня 2026 р. | Щоденно |
| XCLR · Global X Funds | 0,09% | 25 NS | 31 липня 2026 р. | N-PORT |
| IVW · iShares Trust | 0,09% | 521 309 SH | 11 вересня 2026 р. | Щоденно |
| IYY · iShares Trust | 0,08% | 19 853 SH | 11 вересня 2026 р. | Щоденно |
| BKLC · BNY Mellon ETF Trust | 0,08% | 36 631 NS | 31 липня 2026 р. | N-PORT |
| IUSG · iShares Trust | 0,08% | 215 256 SH | 11 вересня 2026 р. | Щоденно |
| BBUS · J.P. Morgan Exchange-Traded Fund Tr… | 0,08% | 59 104 NS | 31 липня 2026 р. | N-PORT |
| VOTE · TCW ETF Trust | 0,08% | 7 247 NS | 31 липня 2026 р. | N-PORT |
| PBP · Invesco Exchange-Traded Fund Trust | 0,08% | 2 809 SH | 02 жовтня 2026 р. | Щоденно |
| SPUU · Direxion Shares ETF Trust | 0,08% | 1 740 NS | 31 липня 2026 р. | N-PORT |
| ILCB · iShares Trust | 0,08% | 8 301 SH | 11 вересня 2026 р. | Щоденно |
| QDPL · Pacer Funds Trust | 0,08% | 11 085 NS | 31 липня 2026 р. | N-PORT |
| ITOT · iShares Trust | 0,08% | 599 842 SH | 11 вересня 2026 р. | Щоденно |
| VOO · VANGUARD INDEX FUNDS | 0,08% | 11 980 464 SH | 19 серпня 2026 р. | Щоденно |
| VUG · VANGUARD INDEX FUNDS | 0,08% | 2 575 342 SH | 19 серпня 2026 р. | Щоденно |
| VV · VANGUARD INDEX FUNDS | 0,08% | 471 320 SH | 19 серпня 2026 р. | Щоденно |
| VOOG · VANGUARD ADMIRAL FUNDS | 0,08% | 181 810 SH | 19 серпня 2026 р. | Щоденно |
| TOV · EA Series Trust | 0,08% | 1 684 NS | 31 липня 2026 р. | N-PORT |
| DFUS · Dimensional ETF Trust | 0,08% | 128 406 NS | 31 липня 2026 р. | N-PORT |
| IWB · iShares Trust | 0,08% | 292 072 SH | 11 вересня 2026 р. | Щоденно |
| USCL · iShares Trust | 0,08% | 16 724 SH | 11 вересня 2026 р. | Щоденно |
| IWV · iShares Trust | 0,07% | 115 954 SH | 11 вересня 2026 р. | Щоденно |
| PBUS · Invesco Exchange-Traded Fund Trust … | 0,07% | 72 437 SH | 02 жовтня 2026 р. | Щоденно |
| TILT · FlexShares Trust | 0,07% | 12 482 NS | 31 липня 2026 р. | N-PORT |
| HCMT · Direxion Shares ETF Trust | 0,07% | 3 207 NS | 31 липня 2026 р. | N-PORT |
| VTI · VANGUARD INDEX FUNDS | 0,07% | 12 815 117 SH | 19 серпня 2026 р. | Щоденно |
| VONE · VANGUARD SCOTTSDALE FUNDS | 0,07% | 69 233 SH | 19 серпня 2026 р. | Щоденно |
| VTHR · VANGUARD SCOTTSDALE FUNDS | 0,07% | 35 330 SH | 19 серпня 2026 р. | Щоденно |
| PHDG · Invesco Actively Managed Exchange-T… | 0,07% | 367 SH | 02 жовтня 2026 р. | Щоденно |
| SPXL · Direxion Shares ETF Trust | 0,07% | 36 058 NS | 31 липня 2026 р. | N-PORT |
| TOK · iShares Trust | 0,06% | 1 200 SH | 11 вересня 2026 р. | Щоденно |
| URTH · iShares, Inc. | 0,06% | 37 671 SH | 11 вересня 2026 р. | Щоденно |
| EQAL · Invesco Exchange-Traded Fund Trust … | 0,06% | 4 120 SH | 02 жовтня 2026 р. | Щоденно |
| ILCV · iShares Trust | 0,05% | 5 739 SH | 11 вересня 2026 р. | Щоденно |
| ACWI · iShares Trust | 0,05% | 135 787 SH | 11 вересня 2026 р. | Щоденно |
| MGC · VANGUARD WORLD FUND | 0,05% | 40 509 SH | 19 серпня 2026 р. | Щоденно |
| CRBN · iShares Trust | 0,05% | 4 380 SH | 11 вересня 2026 р. | Щоденно |
| PRF · Invesco Exchange-Traded Fund Trust | 0,04% | 36 653 SH | 02 жовтня 2026 р. | Щоденно |
| VT · VANGUARD INTERNATIONAL EQUITY INDEX… | 0,04% | 349 899 SH | 19 серпня 2026 р. | Щоденно |
| GTOS · Invesco Actively Managed Exchange-T… | 0,02% | 1 100 | 02 жовтня 2026 р. | Щоденно |
| DFLV · Dimensional ETF Trust | 0,01% | 3 584 NS | 31 липня 2026 р. | N-PORT |
| CBLS · Elevation Series Trust | -1,10% | -4 860 NS | 31 липня 2026 р. | N-PORT |
| BIV · VANGUARD BOND INDEX FUNDS | · | · | 15 липня 2026 р. | Щоденно |
| BND · VANGUARD BOND INDEX FUNDS | · | · | 15 липня 2026 р. | Щоденно |
| VGMS · VANGUARD MALVERN FUNDS | · | · | 15 липня 2026 р. | Щоденно |
| VCIT · VANGUARD SCOTTSDALE FUNDS | · | · | 15 липня 2026 р. | Щоденно |
| BNDW · VANGUARD SCOTTSDALE FUNDS | · | · | 30 липня 2026 р. | Щоденно |
APO Консенсус аналітиків Бичачі та ведмежі думки аналітиків, 12-місячна цільова ціна, потенціал зростання
12-місячна цільова ціна
19 аналітиків · 2026-09-30Середня цільова ціна $153.47 +34,6%
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