APOS: Apollo Global Management Inc. 7.625% Fixed-Rate Resettable...
Apollo Global Management Inc. (APOS) filed an SEC Form 8-K, disclosing that Athene, an Apollo subsidiary, will host a Fixed Income Investor call today, November 12, 2026, at 9:00 a.m. ET. The call will include a presentation on business updates. This alert was delivered by Quantisnow, a real-time market data platform.
Apollo Global Management stock faces $600 million notes closing
Apollo Global Management (APO) is set to close a $600 million offering of fixed-rate resettable junior subordinated notes on November 13, 2026. The proceeds will be used for general corporate purposes, including funding its strategic investment in Mubadala Capital Asset Management. These notes carry a fixed annual interest rate of 7.550% until December 15, 2036, after which the rate will reset based on the five-year US Treasury rate.
Goldman Sachs, HSBC, and Fortress are backing a $150 million Saudi private credit deal
Goldman Sachs, HSBC, and Fortress Investment Group are collaborating with Middle East fund managers to provide $150 million in financing for United Saudi Company. This deal marks Fortress's entry into Saudi Arabia's private credit market and is one of the first major international lending transactions since the U.S.-Iran war began in February. Saudi Arabia is increasingly relying on private investors to support Crown Prince Mohammed bin Salman's economic transformation initiatives, especially as the conflict strains government finances and local banks face liquidity issues.
Apollo Global Management stock in focus after $600 million note pricing
Apollo Global Management has priced a new offering of $600 million in fixed-rate resettable junior subordinated notes due in 2056. The financing is partly intended to support Apollo's investment in Mubadala Capital Asset Management, with the offering expected to close on November 13, 2026. The notes carry a 7.550% annual interest rate until December 15, 2036, after which the rate will reset based on the five-year US Treasury rate plus a spread.
Carlyle launches private markets fund with SEI
Global investment firm Carlyle has partnered with SEI Investments to launch the SEI Carlyle Private Markets Fund (PRVTX), a closed-end interval fund designed to provide wealth investors with diversified exposure to private equity, private credit, and real assets. The fund combines Carlyle's private markets expertise with SEI's portfolio construction and management capabilities, offering access to strategies typically limited to institutional investors. This collaboration aims to broaden individual investors' participation in private markets and expand SEI's investment offerings.
Bain Capital Specialty Q3 2026 Earnings Call Transcript
Bain Capital Specialty Finance (BCSF) reported solid Q3 2026 results with net investment income of $0.43 per share, covering its $0.42 per share dividend. The company maintained a disciplined approach to new investments, focusing on first lien senior secured loans, and declared a Q4 dividend of $0.42 per share. Management is evaluating dividend policy adjustments for 2027 and noted stable credit quality despite a slight decrease in NAV.
Apollo Global Management stock deepens Mubadala ties
Apollo Global Management is deepening its ties with Mubadala Capital through a strategic investment. Apollo will become a minority shareholder in Mubadala Capital and commit capital across its investment strategies, with other investors also contributing to a total of $5 billion in commitments. This transaction strengthens an existing partnership and is expected to close in the fourth quarter of 2026, subject to regulatory approvals.
Utilities, Defense and Digitization are Driving Europe’s Capex Revival
European companies are significantly increasing capital expenditure, with the capex-to-sales ratio nearing a decade high. Utilities, defense, and information technology are the primary drivers of this resurgence, contrasting with the US capex cycle which is largely dominated by AI. This rebound signals a global industrial renaissance, particularly in infrastructure, defense, and power sectors across Europe.
UBS downgrades Carlyle Group stock rating on growth concerns
UBS has downgraded The Carlyle Group LP (NASDAQ:CG) from Buy to Neutral and lowered its price target due to diminished confidence in the company's growth profile and ability to meet its 2028 financial objectives. The firm's fee-related earnings forecast now implies a significantly lower compound annual growth rate than Carlyle's target, leading to reduced distributable earnings estimates for 2027 and 2028. Despite recent strong Q3 2026 results, concerns about moderate growth outlook and valuation relative to peers like Apollo Global Management and TPG contributed to the downgrade.
Candriam S.C.A. Acquires 82,894 Shares of Apollo Global Management Inc. $APO
Candriam S.C.A. significantly increased its stake in Apollo Global Management Inc. by 196.5% during the third quarter, acquiring an additional 82,894 shares. This move is part of a broader trend of institutional investors modifying their holdings in the financial services provider. The article also details recent insider transactions and analyst ratings, with the company maintaining an average "Moderate Buy" rating.
Fulcrum Asset Management LLP Acquires 27,731 Shares of Apollo Global Management Inc. $APO
Fulcrum Asset Management LLP significantly increased its stake in Apollo Global Management Inc. (NYSE:APO) by 447.2% in the third quarter, acquiring an additional 27,731 shares. This boosted their total holdings to 33,932 shares, valued at $3,938,000. Other institutional investors also adjusted their positions, while analysts have a "Moderate Buy" consensus rating with an average target price of $145.21 for Apollo Global Management.
Apollo prices $600 million subordinated notes offering
Apollo Global Management Inc. (NYSE: APO) has priced a $600 million offering of 7.550% fixed-rate resettable junior subordinated notes due 2056. The notes will initially bear interest at 7.550% per annum until December 15, 2036, after which the rate will reset based on the five-year U.S. Treasury rate plus a spread. The net proceeds of approximately $594 million will be used for general corporate purposes, including an investment in Mubadala Capital Asset Management.
Apollo Global Management Prices $600 Million of 7.550% Fixed-Rate Resettable Junior Subordinated Notes Due 2056
Apollo Global Management Inc. has priced a $600 million offering of 7.550% Fixed-Rate Resettable Junior Subordinated Notes due 2056, expected to close on November 13, 2026. The notes will bear a fixed interest rate until December 15, 2036, then reset based on the five-year U.S. Treasury rate plus a spread. The net proceeds, approximately $594 million, will be used for general corporate purposes, including an investment in Mubadala Capital Asset Management.
Securitize to Acquire River One, Connecting Stablecoin Capital to the $6 Trillion Asset-Backed Finance Market
Securitize Corp. announced its definitive agreement to acquire River Credit Labs Inc. ("River One"), an institutional asset-backed financing platform. This acquisition will expand Securitize's platform to include asset-backed lending, connecting stablecoin capital with traditional lending markets and positioning Securitize to enter the $6 trillion global private asset-backed finance market, which is projected to grow to $9.2 trillion by 2029. The deal is expected to close in the fourth quarter of 2026, subject to customary closing conditions.
APOS: Apollo prices $600M 7.550% junior subordinated notes due 2056
Apollo Global Management Inc. (APOS) has priced $600 million of 7.550% fixed-rate resettable junior subordinated notes due December 15, 2056, with settlement expected on November 13, 2026. The interest rate will reset in 2036 to the five-year U.S. Treasury rate plus a 2.672% spread. These notes are junior, unsecured, and include optional interest deferral, which makes them riskier for shareholders compared to senior debt.
SpaceX Shares Climb as Stifel Reiterates Buy, Sees Opportunity in Delayed Data Centers
SpaceX shares rose after Stifel reiterated a buy rating and $190 price target, suggesting that state-level permitting delays for U.S. data centers could create an opportunity for SpaceX to acquire stalled projects with existing power access. Analyst Jonathan Siegmann also highlighted $40 billion in GPU financing and the upcoming Starship Flight 15 as potential catalysts for the company, particularly in its long-term ambition for orbital computing. Investors are closely watching the Starship Flight 15, targeted for November 13, which aims for the first full recovery of an orbital system.
Ares Capital to Purchase Apollo’s MidCap Financial in $2.6B Deal
Ares Capital Corporation is set to acquire MidCap Financial Investment Corporation in a $2.6 billion stock-and-cash transaction. This merger will significantly expand Ares Capital's portfolio in direct lending to mid-sized businesses, bringing its combined investments to over $31 billion across more than 800 financial companies. The deal is expected to close in the first half of the next year, with current Ares Capital management remaining in place.
Form 424B5 Apollo Global Management LLC For: 9 November By Investing.com
This article announces the filing of Form 424B5 by Apollo Global Management LLC on November 9. The content is primarily a placeholder for the SEC filing, and the publication is from Investing.com, a financial markets news source. The article provides the title and a brief mention of the filing.
Q3 profit rose at Keurig Dr Pepper (KDP), with a $400M investment-sale gain in the mix.
Keurig Dr Pepper (KDP) reported a significant increase in Q3 net income to $882 million, up from $662 million in the prior year, driven by the acquisition of JDE Peet’s and a $400 million gain from the sale of an equity method investment. Net sales surged to $7.344 billion, including $2.649 billion from JDE Peet’s, which was acquired on April 1, 2026. Despite higher interest expenses and integration costs, diluted EPS rose to $0.59.
Weekly Recap: Q3 EPS miss and SpaceX AI financing
Apollo Global Management (APO) reported a Q3 adjusted EPS miss of $2.07 against estimates of $2.20, although fee earnings rose 23% to a record $802 million. The firm is a key investor in a $40 billion financing package for AI chips and servers leased to SpaceX and is exploring a deal with Nvidia to convert Brightspeed telecom sites into AI data centers. Following the Q3 results, Apollo's shares fell 4.45% and were down 17.5% year to date as of November 3, 2026, with most analysts cutting price targets.
Leadership Turnover Tests Blackstone’s Real Estate Division After Years of Decline
Blackstone's real estate division is undergoing significant leadership changes and facing declining profits, with assets under management dropping and profit halving from its 2022 peak. New co-heads David Levine and Giovanni Cutaia are tasked with deploying nearly $47 billion in dry powder and navigating challenges like high interest rates and political headwinds, while focusing on sectors like warehouses, hotels, and data centers. The division's flagship BREP IX fund has yielded low annualized net returns, highlighting broader industry struggles.
Form 4 Apollo Global Management LLC For: 8 November By Investing.com
This article reports on a Form 4 filing by Apollo Global Management LLC for November 8th. The brief notice from Investing.com indicates a regulatory filing related to the company's activities, likely detailing insider transactions or changes in beneficial ownership. The article itself serves as a placeholder for the filing information, with the core content being the headline and a single line noting the filing.
NATO’s Defense Buildout Is a Private Capital Opportunity
Since 2014, NATO members have significantly increased their defense spending. This article highlights the growing opportunity for private capital investors, particularly in Europe, to finance this buildout across areas such as infrastructure, supply chains, and dual-use technology.
Skyward Specialty Insurance Group Q3 Earnings Call Highlights
Skyward Specialty Insurance Group (SKWD) reported increased operating earnings and premium growth for Q3 2026, despite growing competition in the property and casualty insurance markets. Operating income rose to $58 million, or $1.28 per diluted share, while gross written premiums grew 9% to $803 million. The company's diversified portfolio and new initiatives like the launch of ibott in the U.S. are expected to contribute to continued growth, with full-year premium growth anticipated near the upper end of its guidance range.
Alps Advisors Inc. Buys 294,669 Shares of Apollo Global Management Inc. $APO
Alps Advisors Inc. significantly increased its stake in Apollo Global Management Inc. (NYSE:APO) during the third quarter, purchasing 294,669 additional shares to bring its total holding to 317,733 shares valued at approximately $36.9 million. Institutional investors collectively own 77.06% of the financial services provider's stock. Despite a consensus "Moderate Buy" rating from analysts, Apollo's latest quarterly earnings and revenue fell below expectations.
Memphis company plans to sell Europe business to private equity firm
Sylvamo, a Memphis-based company, is planning to sell its France and Sweden mills to a private equity firm. The deal is expected to be finalized by the end of the first quarter of 2027. This move will impact Sylvamo's European business operations.
Form 4 Apollo Global Management LLC: Whitney Chatterjee (CLO) For: 4 November
The article reports on a Form 4 filing for Apollo Global Management LLC, detailing a transaction involving Whitney Chatterjee, the Chief Legal Officer (CLO), on November 4. It notes a slight decrease in Apollo's stock price (APO) by 0.44%. The content primarily highlights the financial filing and the related company and executive.
Evonik interest in Ashland potential bid cooling - Bloomberg
Evonik's interest in acquiring chemicals maker Ashland has reportedly cooled, causing Ashland shares to fluctuate. Previously, other firms like Clayton, Dubilier & Rice, Clariant, Apollo Management, Carlyle Group, and CVC Capital had also shown interest in Ashland. Separately, Evonik executives are scheduled to meet with BASF SE executives after rejecting BASF's improved acquisition offer.
Apollo Global Management Chief Legal Officer Sold Shares Worth Over $864K
Chatterjee Whitney, the Chief Legal Officer at Apollo Global Management (APO), sold 7,339 shares of common stock on November 4, 2026, for total proceeds of $864,763. The sale involved 339 shares at $121.80 each and 7,000 shares at a weighted average price of $117.639. Following these transactions, Whitney directly owns 129,151 shares in the company.
Ares Management Corporation (ARES) Stock Forecasts
Argus has issued a "BUY" investment rating for Ares Management Corp (ARES), raising its target price to $148.00 from its current price of $133.98. The company received high subratings across all categories including Industry, Management, Safety, Financial Strength, Growth, and Value. The report indicates a positive outlook for the financial services company.
Skyward Specialty Insurance Group Q3 Earnings Call Highlights
Skyward Specialty Insurance Group reported strong Q3 2026 results, with operating income rising to $58 million and diluted operating earnings per share increasing 22% year-over-year. The company saw gross written premiums grow 9% to $803 million, driven by diverse insurance operations and fee-generating activities through its Apollo platform. Despite increasing competition and adjustments in agriculture coverage, Skyward reaffirmed its full-year premium growth guidance and outlined plans for new initiatives and capital allocation.
A passive stake above 5% in Apollo Commercial (ARI) comes with an intended share transfer.
Irenic Capital Management LP and related entities have reported a 6.5% passive stake in Apollo Commercial Real Estate Finance, Inc. (ARI), totaling 8,410,009 shares. This stake, based on shares outstanding as of August 24, 2026, also includes an announced intention by Irenic Capital Evergreen Master Fund LP to transfer these shares to ICM ARI Investor LLC as of October 30, 2026. The filing indicates shared voting and dispositive power among the reporting persons.
Apollo Commercial Real Estate Finance, Inc. SEC Filing (Nov 6, 2026)
Apollo Commercial Real Estate Finance, Inc. has filed a Post-Effective Amendment to its Form S-3 Registration Statements (No. 333-279158 and No. 333-275310) with the SEC. This amendment is to deregister unsold or unissued securities following the company's Plan of Complete Liquidation and Dissolution, which was approved by stockholders on September 29, 2026. The filing indicates the termination of the offerings contemplated by these registration statements.
Earnings per share slipped to $1.09 as profit rose at Skyward Specialty (SKWD).
Skyward Specialty Insurance Group, Inc. (SKWD) reported a rise in third-quarter 2026 net income to $49.8 million, up from $45.9 million in the prior year, despite a slight decrease in diluted earnings per share to $1.09 from $1.10. The company's revenue increased to $455.3 million from $382.5 million, significantly boosted by the acquisition of Apollo Group Holdings Limited, which contributed $87.9 million in quarterly revenue. The acquisition, completed on January 1, 2026, for approximately $559.1 million, expanded Skyward Group's specialty insurance platform and strengthened its market position.
The Private Equity Lobbyist Network Surrounding Chuck Schumer
As progressive senators advocate for stricter private equity regulations, winning over Senate Majority Leader Chuck Schumer may prove challenging due to his close ties to the industry. Several former Schumer staffers, including legislative directors and campaign aides, now lobby for major private equity firms like Blackstone and Apollo, as well as trade associations, on key policy issues. While Schumer has supported some narrow measures, he has not co-sponsored broader reform bills, potentially complicating legislative efforts by progressive lawmakers.
Hawkeye Digital Partners With Securitize to Tokenize Its Shares
Hawkeye Digital, a private equity incubator and merchant banking platform, announced a partnership with Securitize to tokenize its common stock on Ethereum. This initiative offers eligible shareholders a new way to own real shares in digital form, providing the same rights as traditional shares, including dividends and voting. The move is seen as a step towards making tokenization a standard for publicly traded companies, offering near real-time settlement and increased transparency.
Skyward Specialty’s net income rises 8.5% to $49.8m in Q3’26
Skyward Specialty Insurance Group, Inc. reported a net income of $49.8 million for Q3 2026, an 8.5% increase year-over-year, alongside a 9% rise in gross written premiums to $803.5 million. The company's underwriting income also grew by 25% to $47.9 million, contributing to an annualized operating ROE of over 20% through the first nine months of the year. This growth is attributed to its "Rule Our NicheTM" strategy, a diversified portfolio, and the acquisition of Apollo Group Holdings Limited in January 2026.
Enbridge Reports Strong Third Quarter Results, Places Over $3 Billion of Gas Transmission Projects Into Service, and Reaffirms 2026 Financial Guidance
Enbridge Inc. reported strong third-quarter 2026 financial results, with GAAP earnings attributable to common shareholders increasing to $1.3 billion. The company reaffirmed its 2026 financial guidance and medium-term outlook, highlighting its strategic position in energy infrastructure, over $3 billion of gas transmission projects placed into service, and significant acquisitions expanding its Liquids Pipelines and Gas Distribution businesses. CEO Greg Ebel also commented on his upcoming retirement and the company's strong growth backlog.
MidCap Financial Investment Corporation Reports Financial Results for the Quarter Ended September 30, 2026
MidCap Financial Investment Corporation (NASDAQ: MFIC) reported a decline in quarterly net investment income to $0.34 per share and a net asset value per share decrease of 3.8% to $12.86 for the quarter ended September 30, 2026. The company also announced a quarterly dividend of $0.31 per share and confirmed the pending acquisition by Ares Capital Corporation for $10.88 per common share, leading to the suspension of share repurchases and dividend reinvestment.
Eligible Hawkeye shareholders could hold digital shares in 2027 with voting and dividend rights.
Hawkeye Digital, Inc. has partnered with Securitize Corp. to tokenize its common stock on the Ethereum blockchain, allowing eligible shareholders to hold digital shares with full common-share rights, including dividends and voting. This initiative aims to modernize capital markets infrastructure, with tokenized shares expected to be available in 2027, offering shareholders an optional new way to own their stock while preserving existing brokerage holdings. Securitize, a leading platform for tokenized assets, will facilitate this process within its regulated environment.
Latham & Watkins Advises Precision BioSciences on US$125 Million Underwritten Offering of Common Stock and Pre-Funded Warrants
Latham & Watkins LLP advised Precision BioSciences, Inc. on its recent underwritten offering, which raised approximately US$125 million. The offering involved common stock and pre-funded warrants, with participation from both new and existing investors. A corporate team from Latham & Watkins, led by partners Nathan Ajiashvili and Peter Handrinos, represented Precision BioSciences in this transaction.
Enbridge Reports Strong Third Quarter Results, Places Over $3 Billion of Gas Transmission Projects Into Service, and Reaffirms 2026 Financial Guidance
Enbridge Inc. reported strong third quarter 2026 financial results, including increased GAAP earnings and adjusted EBITDA, and reaffirmed its 2026 financial guidance. The company placed over $3 billion of gas transmission projects into service and made several strategic acquisitions, expanding its Liquids Pipelines footprint and natural gas supply, while also announcing a significant investment from KKR and Apollo in its Westcoast system. Enbridge highlighted its growing energy demand opportunities, a $38 billion secured growth backlog, and its commitment to delivering predictable, long-term value to customers and shareholders.
Enbridge Reports Strong Third Quarter Results, Places Over $3 Billion of Gas Transmission Projects Into Service, and Reaffirms 2026 Financial Guidance
Enbridge Inc. reported strong third-quarter 2026 financial results, including increased GAAP earnings attributable to common shareholders of $1.3 billion and adjusted EBITDA of $4.4 billion. The company reaffirmed its 2026 financial guidance, placed over $3 billion of gas transmission projects into service, and announced several acquisitions and growth projects to expand its Liquids Pipelines and Gas Distribution businesses.
Udr svp-coo Michael Lacy sells $364,799 of common stock
Michael Lacy, SVP-COO at UDR, Inc. (NASDAQ:UDR), sold 10,000 shares of the company's common stock for $364,799 on November 4, 2026. This sale leaves Mr. Lacy with 783 direct shares as UDR trades near its 52-week high, although InvestingPro analysis suggests the stock is overvalued. The company recently reported strong third-quarter 2026 earnings, exceeded Wall Street expectations for adjusted funds from operations, and raised its full-year guidance for the second time this year.
Applied Digital (APLD) Stock Falls 12.1% Today
Applied Digital (APLD) stock experienced a significant intraday slide of 12.12% to $14.04, wiping approximately half a billion dollars off its $4.2 billion market cap. This sharp decline follows a period of volatility, where the stock has shown both gains and losses, and comes amidst recent insider buying activity by executives Wes Cummins and Jason Gechen Zhang. The article also mentions other market movers and sector trends, including bitcoin miners and data centers.
Carlyle Returns $24B To PE Investors As It Prepares For A Fundraising Supercycle
The Carlyle Group is positioning itself for a "fundraising supercycle" by returning $24 billion to its private equity investors, aiming to attract new capital. The firm reported strong third-quarter earnings with $1.12 in distributable EPS, raised $11 billion in the quarter, and expects to hit $60 billion in full-year fundraising. Carlyle is also taking a measured approach to AI infrastructure investments, anticipating better deployment opportunities in the next 18 months.
Investment losses total $44M as net investment income falls at MidCap Financial (MFIC).
MidCap Financial Investment Corp. reported a Q3 net investment income of $0.34 per share, down 15% from the previous quarter, with net realized and unrealized investment losses totaling $44.0 million. Net asset value (NAV) decreased by 3.8% to $12.86 per share, primarily due to portfolio losses. The company also announced a $0.31-per-share dividend and reiterated the pending acquisition by Ares Capital Corporation (ARCC) for $10.88 per MFIC common share.
Broadcom Stock Could Be Approaching a Major Turning Point. Here’s the Price Target
Broadcom's stock price is falling despite exploding AI revenue, creating a widening gap between its fundamentals and market performance. 24/7 Wall St. maintains a "buy" rating with a 12-month price target of $405.37, implying a 24.32% upside. The article highlights Broadcom's strong revenue growth projections and competitive valuation compared to peers like NVIDIA, suggesting the current disconnect is unsustainable.
A $0.31 dividend accompanies falling investment income at MidCap Financial (MFIC).
MidCap Financial Investment Corp. (MFIC) reported a decrease in Q3 2026 net investment income to $27.6 million from $35.3 million a year prior, resulting in $0.34 per share compared to $0.40 in the previous quarter. The company's net asset value also fell to $12.86 per share. Despite these declines, MFIC declared a quarterly dividend of $0.31 per share and is set to be acquired by Ares Capital Corporation (ARCC) in a stock-and-cash transaction.
Democrats to probe JPMorgan's relationship with Jeffrey Epstein when they take Senate control
Senate Democrats are preparing to investigate JPMorgan Chase's banking relationship with Jeffrey Epstein once they gain control of Congress. The probe will focus on decisions made by Mary Erdoes, CEO of JPMorgan's asset and wealth management division, concerning Epstein, who was a client from 1998 until 2013 despite accusations of sex trafficking. This investigation follows previous settlements by JPMorgan with Epstein's victims and the U.S. Virgin Islands.
