Wall Street Advocates for Inclusion of Private Assets in 401(k) Plans: We Inquired About Demand.
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Oct 12 2025
0mins
Source: WSJ
Access to Alternative Investments: Wall Street's major asset managers aim to provide everyday retirement savers with access to private credit and private equity investments, traditionally reserved for the wealthy.
Lack of Demand from Investors: Despite the push for broader access, 401(k) investors are not showing significant interest in these new investment opportunities.
Trade with 70% Backtested Accuracy
Stop guessing "Should I Buy APO?" and start using high-conviction signals backed by rigorous historical data.
Sign up today to access powerful investing tools and make smarter, data-driven decisions.
Analyst Views on APO
Wall Street analysts forecast APO stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for APO is 162.77 USD with a low forecast of 136.00 USD and a high forecast of 186.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
13 Analyst Rating
12 Buy
1 Hold
0 Sell
Strong Buy
Current: 133.030
Low
136.00
Averages
162.77
High
186.00
Current: 133.030
Low
136.00
Averages
162.77
High
186.00
About APO
Apollo Global Management, Inc. is a global alternative asset manager and a retirement services provider. It operates through three segments: Asset Management, Retirement Services and Principal Investing. The Asset Management segment focuses on three investing strategies: yield, hybrid, and equity. These strategies reflect the range of investment capabilities across its platform based on relative risk and return. The Retirement Services business is conducted by Athene Holding Ltd (Athene), a financial services company that specializes in issuing, reinsuring, and acquiring retirement savings products designed for the increasing number of individuals and institutions seeking to fund retirement needs. Athene product lines include annuities and funding agreements. The Principal Investing segment includes realized performance fee income, realized investment income from its balance sheet investments, and certain allocable expenses related to corporate functions supporting the entire company.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Apollo Global Management Stock Rises 2.6% in Premarket Following Strong Q4 Earnings Report
- Company Performance: Apolloglo Global Management shares increased by 2.6% in pre-market trading following a strong fourth-quarter profit report.
- Earnings Report: The company's profits exceeded analysts' estimates, contributing to the positive market reaction.
See More
Apollo Stock Jumps Following Earnings Report, Seeking Positive Momentum.
- Earnings Report: Apollo Global Management reported quarterly earnings that exceeded expectations.
- Stock Performance: Following the earnings report, shares of Apollo Global Management experienced an increase.
See More
Apollo Global Reports Q4 Revenue of $9.86 Billion
- Total Revenue: The total revenue reported is $9.86 billion.
- Financial Performance: The financial results indicate a significant performance metric for the company.
See More
Apollo Global Management Reports Strong Financial Performance
- Extreme Market Reaction: Apollo's CFO Mark Rowan highlighted that the investor reaction to software stocks has been extreme, noting that while the market dynamics have shifted, the software sector remains attractive due to clear distinctions between good and bad valuations.
- Significant Asset Management Growth: The firm reported inflows of $42 billion in Q4, bringing total assets under management to $938 billion, reflecting a 25% year-over-year increase and showcasing strong performance in credit and equity strategies.
- Substantial Management Fee Growth: Fee-related earnings (FRE) reached $690 million, a 25% increase from the previous year, with expectations for over 20% growth driven by stable revenues from core businesses like asset-backed finance and direct lending.
- Record Origination Activity: Apollo achieved record quarterly origination activity of $97 billion in Q4 and $309 billion for 2025, primarily driven by strong contributions from core credit and origination platforms, underscoring its competitive strength in the market.
See More
US Stocks Rebound as Tech Shares Recover
- Market Recovery: The S&P 500 Index rose by 0.46%, the Dow Jones Industrial Average increased by 0.09%, and the Nasdaq 100 climbed by 0.61%, indicating a rebound in the market driven by recovering tech and chipmaker stocks, reflecting investor confidence in economic growth.
- Mining Stocks Surge: Gold prices increased by over 1% and silver prices jumped more than 6%, boosting mining stocks with Coeur Mining up over 6% and Freeport McMoRan up more than 5%, suggesting rising investor demand for precious metals amid inflation concerns.
- Positive Earnings Outlook: Over 79% of S&P 500 companies that reported earnings exceeded expectations, with Q4 earnings growth projected at 8.4%, marking the tenth consecutive quarter of year-over-year growth, indicating sustained corporate profitability that could further drive stock market gains.
- Economic Data Focus: The market is closely watching upcoming employment and inflation data, with January nonfarm payrolls expected to rise by 69,000 and the unemployment rate to remain at 4.4%, as these figures will influence investor expectations regarding future monetary policy, potentially leading to market volatility.
See More
Apollo Nears $3.4B Loan Deal for Nvidia Chips for xAI
- Financing Progress: Apollo Global Management is nearing a $3.4 billion loan deal intended for purchasing Nvidia chips to be leased to Elon Musk's xAI, which aims to alleviate financial pressures as Musk expands into AI.
- Strategic Merger: This transaction coincides with Musk's decision to merge xAI with SpaceX, aiming to integrate his cash-intensive AI and social media operations with a successful aerospace company, thereby optimizing resource allocation and enhancing overall business efficiency.
- Investment Plan: The loan is part of Valor Equity Partners' strategy to raise $20 billion in debt and equity for AI chips to be installed in xAI data centers, reflecting confidence in long-term investments in Musk's ventures.
- Market Reaction: Apollo's stock rose 2.3% in Monday morning trading, indicating strong market confidence following its Q4 earnings that surpassed Wall Street estimates, with revenue jumping 87% year-over-year to $9.86 billion, further solidifying its growth momentum in lending.
See More
Apollo Global Management Stock Rises 2.6% in Premarket Following Strong Q4 Earnings Report
- Company Performance: Apolloglo Global Management shares increased by 2.6% in pre-market trading following a strong fourth-quarter profit report.
- Earnings Report: The company's profits exceeded analysts' estimates, contributing to the positive market reaction.
See More
Apollo Stock Jumps Following Earnings Report, Seeking Positive Momentum.
- Earnings Report: Apollo Global Management reported quarterly earnings that exceeded expectations.
- Stock Performance: Following the earnings report, shares of Apollo Global Management experienced an increase.
See More
Apollo Global Reports Q4 Revenue of $9.86 Billion
- Total Revenue: The total revenue reported is $9.86 billion.
- Financial Performance: The financial results indicate a significant performance metric for the company.
See More
Apollo Global Management Reports Strong Financial Performance
- Extreme Market Reaction: Apollo's CFO Mark Rowan highlighted that the investor reaction to software stocks has been extreme, noting that while the market dynamics have shifted, the software sector remains attractive due to clear distinctions between good and bad valuations.
- Significant Asset Management Growth: The firm reported inflows of $42 billion in Q4, bringing total assets under management to $938 billion, reflecting a 25% year-over-year increase and showcasing strong performance in credit and equity strategies.
- Substantial Management Fee Growth: Fee-related earnings (FRE) reached $690 million, a 25% increase from the previous year, with expectations for over 20% growth driven by stable revenues from core businesses like asset-backed finance and direct lending.
- Record Origination Activity: Apollo achieved record quarterly origination activity of $97 billion in Q4 and $309 billion for 2025, primarily driven by strong contributions from core credit and origination platforms, underscoring its competitive strength in the market.
See More
US Stocks Rebound as Tech Shares Recover
- Market Recovery: The S&P 500 Index rose by 0.46%, the Dow Jones Industrial Average increased by 0.09%, and the Nasdaq 100 climbed by 0.61%, indicating a rebound in the market driven by recovering tech and chipmaker stocks, reflecting investor confidence in economic growth.
- Mining Stocks Surge: Gold prices increased by over 1% and silver prices jumped more than 6%, boosting mining stocks with Coeur Mining up over 6% and Freeport McMoRan up more than 5%, suggesting rising investor demand for precious metals amid inflation concerns.
- Positive Earnings Outlook: Over 79% of S&P 500 companies that reported earnings exceeded expectations, with Q4 earnings growth projected at 8.4%, marking the tenth consecutive quarter of year-over-year growth, indicating sustained corporate profitability that could further drive stock market gains.
- Economic Data Focus: The market is closely watching upcoming employment and inflation data, with January nonfarm payrolls expected to rise by 69,000 and the unemployment rate to remain at 4.4%, as these figures will influence investor expectations regarding future monetary policy, potentially leading to market volatility.
See More
Apollo Nears $3.4B Loan Deal for Nvidia Chips for xAI
- Financing Progress: Apollo Global Management is nearing a $3.4 billion loan deal intended for purchasing Nvidia chips to be leased to Elon Musk's xAI, which aims to alleviate financial pressures as Musk expands into AI.
- Strategic Merger: This transaction coincides with Musk's decision to merge xAI with SpaceX, aiming to integrate his cash-intensive AI and social media operations with a successful aerospace company, thereby optimizing resource allocation and enhancing overall business efficiency.
- Investment Plan: The loan is part of Valor Equity Partners' strategy to raise $20 billion in debt and equity for AI chips to be installed in xAI data centers, reflecting confidence in long-term investments in Musk's ventures.
- Market Reaction: Apollo's stock rose 2.3% in Monday morning trading, indicating strong market confidence following its Q4 earnings that surpassed Wall Street estimates, with revenue jumping 87% year-over-year to $9.86 billion, further solidifying its growth momentum in lending.
See More
