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    A

    Apollo Commercial Real Estate Finance Inc (ARI)

    Official site

    REAL ESTATE • REIT - MORTGAGE • NYSE

    $6.42
    +0.10 (+1.66%)

    Market Cap: $811.12M

    Last updated: Oct 16, 2026 at 1:54 PM ET

    Earnings

    Performance (10Y)

    Beat Rate
    72%(28/39)
    Avg Surprise
    -4.91%
    Streak
    1 Q

    Upcoming Estimates

    Period ending Sep 30, 2026
    EPS Consensus$0.05
    Range$0.05 - $0.06
    3 analysts
    EPS RevisionsNo revisions (7d)
    0
    1
    30d
    EPS Estimate DriftChange to current
    90d ago$0.06-11.2%
    60d ago$0.06-11.2%
    30d ago$0.050.0%
    7d ago$0.050.0%
    Current$0.05
    Revenue Consensus
    $0
    Range$0 - $0
    1 analysts
    Period ending Dec 31, 2026
    EPS Consensus$-0.50
    Range$-2.94 - $1.18
    5 analysts
    Revenue Consensus
    $-19050000
    Range$-19050000 - $-19050000
    1 analysts
    PeriodReportedEst.SurpriseB/MYoY
    Dec 26EST
    		-$-0.50---
    Sep 26EST
    		-$0.05---
    Jun 26
    Reported Aug 10
    		$0.13$0.05+160.00%Beat-50.0%
    Mar 26
    Reported Apr 28
    		$0.22$0.29-24.14%Miss-8.3%
    Dec 25
    Reported Feb 10
    		$0.32$0.24+33.33%Beat+155.2%
    Sep 25
    Reported Oct 30
    		$0.23$0.25-8.00%Miss-25.8%
    Jun 25
    Reported Jul 29
    		$0.26$0.25+4.00%Beat-25.7%
    Mar 25
    Reported Apr 24
    		$0.24$0.22+9.09%Beat-31.4%
    Dec 24
    Reported Feb 10
    		$-0.58$0.23-357.78%Miss-261.1%
    Sep 24
    Reported Oct 30
    		$0.31$0.26+19.23%Beat-16.2%
    Jun 24
    Reported Aug 6
    		$0.35$0.31+12.90%Beat+418.2%
    Mar 24
    Reported Apr 29
    		$0.35$0.32+9.38%Beat-27.1%
    Dec 23
    Reported Feb 6
    		$0.36$0.34+5.88%Beat+16.1%
    Sep 23
    Reported Oct 30
    		$0.37$0.35+5.71%Beat+0.0%
    Jun 23
    Reported Jul 31
    		$-0.11N/A-128.21%Miss-131.4%
    Mar 23
    Reported Apr 26
    		$0.48$0.41+17.07%Beat+37.1%
    Dec 22
    Reported Feb 8
    		$0.31$0.35-11.43%Miss-3.1%
    Sep 22
    Reported Oct 24
    		$0.37$0.34+8.82%Beat+5.7%
    Jun 22
    Reported Jul 26
    		$0.35$0.32+9.38%Beat+29.6%
    Mar 22
    Reported Apr 25
    		$0.35$0.33+6.06%Beat-10.3%
    Dec 21
    Reported Feb 8
    		$0.32$0.32+0.00%Beat-11.1%
    Sep 21
    Reported Oct 25
    		$0.35$0.36-2.78%Miss-2.8%
    Jun 21
    Reported Jul 26
    		$0.27$0.36-25.00%Miss+485.7%
    Mar 21
    Reported Apr 22
    		$0.39$0.33+18.18%Beat-2.5%
    Dec 20
    Reported Feb 10
    		$0.36$0.32+12.50%Beat-21.7%
    Sep 20
    Reported Oct 26
    		$0.36$0.30+20.00%Beat-23.4%
    Jun 20
    Reported Jul 30
    		$-0.07N/A-124.14%Miss-114.9%
    Mar 20
    Reported May 7
    		$0.40$0.40+0.00%Beat-20.0%
    Dec 19
    Reported Feb 13
    		$0.46$0.46+0.00%Beat+0.0%
    Sep 19
    Reported Oct 23
    		$0.47$0.47+0.00%Beat+4.4%
    Jun 19
    Reported Jul 24
    		$0.47$0.45+4.44%Beat+6.8%
    Mar 19
    Reported Apr 24
    		$0.50$0.46+8.70%Beat+16.3%
    Dec 18
    Reported Feb 13
    		$0.46$0.46+0.00%Beat-6.1%
    Sep 18
    Reported Oct 24
    		$0.45$0.47-4.26%Miss-4.3%
    Jun 18
    Reported Jul 25
    		$0.44$0.44+0.00%Beat-4.3%
    Mar 18
    Reported May 2
    		$0.43$0.45-4.44%Miss+4.9%
    Dec 17
    Reported Feb 14
    		$0.49$0.21+133.33%Beat+0.0%
    Sep 17
    Reported Nov 1
    		$0.47$0.46+2.17%Beat-
    Jun 17
    Reported Aug 1
    		$0.46$0.46+0.00%Beat-
    Mar 17
    Reported May 2
    		$0.41$0.47-12.77%Miss-
    Dec 16
    Reported Feb 27
    		$0.49$0.44+11.36%Beat-

    Dividends

    Dividend Metrics

    Forward Yield15.59%
    Forward Annual Dividend$1.00
    Payout Ratio76.10%
    FrequencyQuarterly
    Pay MonthsJan, Apr, Jul, Oct

    Growth

    3Y CAGR-10.61%
    5Y CAGR-7.16%
    ARI dividend history and ex-dividend datesRun ARI in the free DRIP calculator

    Key Metrics

    Valuation
    P/E Ratio7.13EV/EBITDA-0.05x
    Price/FCF47.03xFCF Yield2.13%
    Profitability
    Profit Margin21.10%Operating Margin91.20%
    ROE8.51%ROIC31.32%
    Financial Health
    Debt/Equity0.30xInterest Coverage1.35x
    Current Ratio2.43xQuick Ratio2.43x
    Trading Statistics
    Beta1.48Avg Volume3.28M
    52-Week High$7.1052-Week Low$3.74

    Technical Indicators Dashboard

    Moving Averages

    SMA 10$6.28
    SMA 20$6.29
    SMA 50$6.58
    SMA 200$9.00
    EMA 10$6.32
    EMA 20$6.36
    EMA 50$6.76
    EMA 200$8.30

    MACD

    Line: -0.09Signal: -0.14Hist: 0.05

    ADX

    ADX: 48.9+DI: 17.0-DI: 22.5

    Aroon & PSAR

    Aroon UpN/A
    Aroon Down68.0
    PSAR$6.17

    Bollinger Bands

    Upper Band$6.46
    Lower Band$6.12
    %B Position532%(Upper)
    Band Width0.88

    RSI (14-Day)

    Neutral
    49.8

    Momentum Oscillators

    Stoch %K78.2
    Stoch %D70.9
    Williams %R-14.1
    ROC (10d)2.1%
    Momentum0.14
    CCI (20d)106.7
    MFI (14d)65.8

    Volatility Measures

    ATR (14d)$0.12(1.9%)
    StdDev (20d)0.08
    Hist Vol17.1%(Low)

    Volume Flow

    VWAP$6.41
    OBV-87.6M
    AD Line-3.7B
    CMF (20d)0.026

    Volume Metrics

    Avg Vol (20d)3.4M
    Vol Ratio0.7x
    VWMA (20d)$6.29

    Pivot Points

    R3$6.53
    R2$6.48
    R1$6.39
    Pivot Point$6.34
    S1$6.26
    S2$6.21
    S3$6.12

    Advanced Oscillators

    TSI-25.15
    Ultimate Osc57.5
    KST-57.02

    Financial Data

    QuarterJun 2026Mar 2026Dec 2025Sep 2025Jun 2025Mar 2025Dec 2024Sep 2024Jun 2024Mar 2024Dec 2023Sep 2023
    Total Revenue$-261,373,000$172.56M$182.72M$167.14M$186.76M$173.86M$195.51M$76.78M$214.92M$214.32M$215.17M$214.22M
    Cost of Revenue$35.90M$132.14M$39.30M$33.65M$34.53M$34.24M$33.63M$33.36M$35.51M$38.63M$31.48M$30.51M
    Gross Profit$-297,272,000$40.42M$143.43M$133.49M$152.23M$139.62M$161.88M$43.42M$179.40M$175.69M$183.69M$183.71M
    Operating Expenses$-360,273,000$18.05M$2.44M$-29,153,000$80.90M$50.21M$-67,331,000$62.49M$15.01M$132.54M$70.17M$-27,363,000
    R&D$0$0$0$0$0$0$0$0$0$0$0$0
    SG&A$5.81M$14.07M$12.77M$6.65M$6.56M$6.65M$12.01M$12.18M$12.50M$7.37M$12.57M$7.66M
    Operating Income$63.00M$22.36M$140.99M$162.64M$71.33M$89.41M$229.21M$-19,070,000$164.40M$43.15M$113.53M$211.07M
    Interest Income$41.73M$149.99M$159.59M$155.40M$167.25M$144.54M$157.00M$181.13M$180.23M$184.56M$181.15M$3.28M
    Interest Expense$33.59M$113.92M$115.49M$115.37M$124.18M$105.06M$113.50M$134.09M$128.47M$127.89M$123.15M$121.82M
    Income Before Tax$25.81M$26.46M$29.06M$51.02M$20.86M$26.11M$40.77M$-91,483,000$35.88M$-104,410,000$46.47M$46.59M
    Income Tax Expense$27,000$230,000$-135,000$234,000$116,000$116,000$114,000$66,000$100,000$114,000$-75,000$517,000
    Net Income$25.78M$26.23M$29.20M$50.79M$20.74M$25.99M$40.65M$-91,549,000$35.78M$-104,524,000$46.54M$46.07M
    EBITDA$64.02M$144.36M$147.95M$169.18M$147.56M$133.62M$156.65M$44.95M$166.64M$28.13M$170.65M$169.43M
    EBIT$59.39M$140.38M$144.55M$166.39M$145.03M$131.16M$154.27M$42.60M$164.36M$23.48M$169.61M$168.41M
    * Some calculated fields are derived from available data when not provided by source

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    News

    Weekly Recap: ARI liquidation approved and $4.10 Oct 29 distribution

    Apollo Commercial Real Estate Finance, Inc. (NYSE: ARI) shareholders approved the company's liquidation on September 29, 2026. Following this approval, ARI will sell its assets and distribute the net proceeds...

    TradingView•10/12/26•Bearish

    How (ARI) Movements Inform Risk Allocation Models

    This article analyzes Apollo Commercial Real Estate Finance Inc (ARI) using AI models to inform risk allocation. It highlights a neutral sentiment across all time horizons, suggesting sideways action...

    Stock Traders Daily•10/10/26•Somewhat-Bearish

    Apollo Commercial Real Estate Finance Sets Cash Liquidating Distribution at $4.10 a Share, Payable Oct. 29 to Shareholders of Record on Oct. 20

    Apollo Commercial Real Estate Finance has declared a cash liquidating distribution of $4.10 per share. This distribution is payable on October 29 to shareholders of record as of October 20.

    Moomoo•10/9/26•Somewhat-Bullish

    Apollo Commercial Real Estate Finance (ARI) Declares $4.10 Quarterly Dividend Payable October 29

    Apollo Commercial Real Estate Finance Inc (ARI) has declared a $4.10 quarterly dividend, payable on October 29, 2026, resulting in a 12.07% dividend yield. However...

    GuruFocus•10/9/26•Somewhat-Bearish

    Apollo Commercial Real Estate Finance Sets Cash Liquidating Distribution at $4.10 a Share, Payable Oct. 29 to Shareholders of Record on Oct. 20

    Apollo Commercial Real Estate Finance (NYSE: ARI) has declared a cash liquidating distribution of $4.10 per share. This distribution will be paid on October 29 to shareholders who are on record as of October 20....

    marketscreener.com•10/9/26•Somewhat-Bullish

    ARI Valuation and Fair Value

    P/E
    7.1x
    Forward P/E
    15.5x
    EV/EBITDA
    -0.0x
    P/FCF
    47.0x
    PEG
    1.3x
    P/B
    0.7x
    See GNG's fair value

    ARI Profitability: Margins, ROIC and FCF

    Gross margin
    7.7%
    Operating margin
    91.2%
    Net margin
    21.1%
    ROIC
    31.3%
    ROE
    8.5%
    FCF margin
    6.9%
    FCF yield
    2.1%

    ARI Competitors

    CompanyTicker
    Safehold IncSAFE
    Peakstone Realty TrustPKST
    JBG SMITH PropertiesJBGS
    CTO Realty Growth IncCTO
    Gladstone Land CorporationLANDO
    Service Properties TrustSVC
    Postal Realty Trust IncPSTL
    Strawberry Fields REIT LLCSTRW

    Sector: Real Estate

    ARI Analyst Ratings

    Consensus
    Buy
    Analysts
    4
    Strong Buy
    2
    Buy
    1
    Hold
    1
    Sell
    0
    Strong Sell
    0

    ARI Bull Case vs Bear Case

    Bull case

    • ARI earns a 31.3% return on invested capital.
    • ARI has a 21.1% net profit margin.
    • ARI grew quarterly revenue 525.0% year over year.

    ARI Earnings: Beat Rate and Next Report

    Beat rate
    5 of 8 quarters (62.5%)
    Average surprise
    -20.5%
    EPS estimate (fiscal period ending Sep 30, 2026)
    $0.05
    Estimate revisions (30 days, fiscal period ending Sep 30, 2026)
    0 up, 1 down

    ARI Dividend

    Forward yield
    15.6%
    Payout ratio
    76.1%
    3Y DPS growth
    -10.6%
    5Y DPS growth
    -7.2%
    Pay months
    Jan, Apr, Jul, Oct
    ARI dividend history

    Frequently Asked Questions About ARI

    What is ARI's current dividend yield?

    Apollo Commercial Real Estate Finance Inc (ARI) has a forward dividend yield of 15.59%.

    Does ARI pay dividends?

    Yes, Apollo Commercial Real Estate Finance Inc pays dividends with a forward dividend yield of 15.59%.

    What is ARI's P/E ratio?

    Apollo Commercial Real Estate Finance Inc has a price-to-earnings (P/E) ratio of 7.13.

    What is ARI's market cap?

    Apollo Commercial Real Estate Finance Inc (ARI) has a market capitalization of $811.12M with a current stock price of $6.42.

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