Apollo Global Mgmt Inc Stock Price, News & Analysis

Apollo (NYSE: APO) and 8VC announced a strategic partnership on October 29, 2025 to accelerate American industrial innovation by providing flexible capital solutions for high-growth, capital-intensive companies.

The firms said they intend to deploy several billion dollars to support companies in advanced manufacturing, aerospace, energy, life sciences, logistics and natural resources, combining Apollo’s hybrid and asset-backed structuring with 8VC’s sector origination and entrepreneurial expertise. The initiative will prioritize opportunities anchored by real assets, long-term contracts and established operating models.

Keurig Dr Pepper (NASDAQ: KDP) announced updated strategy, leadership and financing for its pending acquisition of JDE Peet's and a planned separation into two public companies.

Key financing: a $7 billion strategic investment co-led by Apollo and KKR (a $4B Pod Manufacturing JV and a $3B convertible preferred), projected net leverage ~4.6x at close (about 1.0x lower) and estimated ~10% adjusted EPS accretion in the first full year. Targeted separation leverage: Beverage Co. 3.5–4.0x and Global Coffee Co. 3.75–4.25x. Separation operational readiness targeted by end of 2026. Other items: conversion price $37.25, preferred dividend 4.75%, and a Board nomination of Brian Driscoll.

Bridge Logistics Properties (NYSE:APO) acquired a fully leased, two-building industrial portfolio totaling 450,000 square feet in City of Industry, California on October 23, 2025. The assets sit less than 0.5 mile from SR-60 with direct access to I-5, I-10 and I-15 and features including 27' and 24' clear heights, multiple dock doors, grade-level doors, and oversized truck courts.

City of Industry vacancy is cited at 2.4% with <1% of inventory under construction; the acquisition basis is described as a meaningful discount to peak pricing and replacement cost. BLP says the purchase supports rent-growth potential and expands its Southern California logistics footprint.

WestCX (APO) announced on October 21, 2025 the launch of an agentic AI solution for pharmacies delivered via Mosaicx and TeleVox. The platform automates patient communications, personalizes outreach, and embeds analytics to improve medication adherence, reduce inbound call burden, and speed pickups and payments.

Early-adopter results cited include up to 80% automation of standard inquiries, a 20–35% increase in refill rates, higher medication adherence and completed vaccine series, and thousands of staff hours saved, with features like smart map links, integrated web payments, and pickup barcodes. Demos are available at the company website.

Apollo (NYSE: APO) named Bert Crouch Partner and Head of Real Estate Equity effective Oct. 21, 2025. Crouch will lead Apollo’s real estate equity business, including Bridge Investment Group, which Apollo acquired earlier this year, while Robert Morse moves to a Vice Chairman role focused on origination and client relationships and Jonathan Slager remains CEO of Bridge.

Crouch brings 20+ years of real estate investment experience and joins from Invesco Real Estate, where he served as Head of North America since 2020 and CEO of Invesco Commercial Real Estate Finance Trust since 2023. Apollo’s real estate platform manages more than $110 billion AUM across equity and credit.

Apollo (NYSE: APO) named Eiji Ueda Partner and Head of Asia Pacific, succeeding Matt Michelini, with an announced transition and Michelini moving to broader firm responsibilities next year (Oct 16, 2025).

Ueda joins from Japan’s Government Pension Investment Fund after senior roles at Goldman Sachs. Apollo said its Asia Pacific team grew from 80 to over 150 professionals since 2022, originated over $11 billion in the past 12 months (>10x 2020 levels), and Athene has reinsurered close to $19 billion in policy value to date. The appointment is framed as part of Apollo’s strategy to expand capital, wealth and retirement solutions across the region.

Shutterfly (APO) and children’s brand Little Sleepies launched a limited-time holiday collection on October 15, 2025 featuring matching pajamas, 7 holiday card designs and 6 ornament designs. The collection supports national nonprofit Baby2Baby, which serves over 1 million children annually and has delivered over half a billion essential items in 14 years. Shutterfly is donating $50,000 and, with Little Sleepies, aims to raise an additional $20,000 via a customer social challenge. Products and campaign details are available at Shutterfly.com/little-sleepies and the launch includes seasonal prints like Tree Traffic, Cookies for Santa, Hanukkah Fair Isle, Merry Mints, Nutcracker Ballet, Festive Fair Isle, and Twinkling Trees.

Apollo (NYSE: APO) agreed to acquire Eagle Creek Renewable Energy, an independent owner and operator of hydroelectric facilities across the U.S.

Eagle Creek operates 85 hydroelectric facilities in 18 states with a nearly 700 MW portfolio that produces enough electricity to power over 260,000 homes. Financial terms were not disclosed. Closing is subject to customary conditions and regulatory approvals and is expected in Q1 2026.

Since 2022, Apollo-managed funds have committed, deployed, or arranged approximately $59 billion of energy transition-related investments; the firm maintains a TIF target of more than $100 billion by 2030.

Shutterfly (NYSE: APO) announced a planned CEO succession: Emily Whittaker will become chief executive officer later in October 2025, replacing Sally Pofcher. Emily joins from VistaPrint, where she served as Executive Vice President of North America and Head of Global Marketing with 16 years at Vistaprint and Cimpress. Sally Pofcher will transition to an advisory role to ensure a smooth handover.

The company highlighted a recent transformation across its brand portfolio and said a new technology platform plus an AI-focused product roadmap will launch later this month to advance customer experience and growth.