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Higher Expenses to Hurt Apollo's Q2 Earnings, AUM Growth to Aid
ZACKS· 2025-08-01 00:06
Key Takeaways Apollo will report Q2 2025 earnings on Aug. 5, with both earnings and revenues likely to rise year over year.AUM is expected to reach $812.1B, up 3.5% sequentially, boosting management and performance fees.Elevated expenses from team expansion and merger charges may weigh on Apollo's quarterly results.Apollo Global Management, Inc. (APO) is scheduled to announce second-quarter 2025 results on Aug. 5, before market open. APO’s quarterly earnings and revenues are expected to have increased from ...
Raymond James: Rising Markets Offset Cash Headwinds (Rating Upgrade)
Seeking Alpha· 2025-07-24 18:30
Shares of Raymond James Financial ( RJF ) have been a very strong performer over the past year, gaining about 44%. Rising markets have supported higher assets under management ("AUM") and associated fees, while higher-for-longer interest rates support net interest Over fifteen years of experience making contrarian bets based on my macro view and stock-specific turnaround stories to garner outsized returns with a favorable risk/reward profile. If you want me to cover a specific stock or have a question for a ...
KKR Gains on Q1 Earnings Beat as Revenues & AUM Rise, Expenses Up Y/Y
ZACKS· 2025-05-01 21:26
公司业绩表现 - KKR 2025年第一季度调整后每股收益1 15美元 超出市场预期的1 13美元 同比增长18 6% [1] - 公司GAAP净亏损1 859亿美元 而去年同期净利润为6 822亿美元 [2] - 总营收同比增长21 6%至12亿美元 超出市场预期的11 9亿美元 主要得益于管理费 绩效费及交易监控费增长 [3] - 总运营收益同比增长15 6%至11 1亿美元 其中费用相关收益增长23%至8 226亿美元 [5] 资产管理规模 - 截至2025年3月31日 公司总资产管理规模同比增长14 8%至6 643亿美元 [4] - 收费资产管理规模达5 260亿美元 同比增长11 7% [4] 费用与支出 - 总费用同比增长18 8%至3 775亿美元 [3] - 公司持续扩张全球业务导致费用可能维持高位 [6] 同业表现 - 黑石集团2024年第一季度可分配每股收益1 09美元 超出预期的1 04美元 同比增长11% [8] - Federated Hermes 2025年第一季度调整后每股收益1 10美元 超出预期的0 91美元 同比增长23 6% [9] - 同业公司均受益于资产管理规模增长和收入提升 [8][9][10]