Apollo Commercial Real Estate Finance (ARI) Stock Insights
ARI$6.45-0.12 -1.75%
$828.47M
Market Cap
—
P/E
—
Forward P/E
—
Score
Apollo Commercial Real Estate Finance (ARI) Stock Insights
ARI price $6.45 -0.12 -1.75%
- Ticker
- ARI
- Price
- $6.45
- Change
- -0.12 -1.75%
- Market cap ?
- $828.47M
- Beta ?
- 1.48
- Sector
- Real Estate
- Industry
- REIT - Mortgage
Fair value
ARI fair value $4.72. Price $6.45. Price is 36% above fair value.
Below fair value, and cheaper than usual. A larger discount than on 98% of days in the past 5 years.
Fair value is an estimate of what one share is worth if future cash flows arrive as modeled. It is not a forecast of the share price. How discounted cash flow works.
Free cash flow adds back growth capex above depreciation.
Earnings
| Date | EPS actual | EPS estimate | Revenue | Revenue estimate |
|---|---|---|---|---|
| 2026-10-29 | — | -0.20 | — | 26.12M |
| 2026-08-10 | 0.15 | 0.11 | 44.38M | 34.70M |
| 2026-04-28 | 0.22 | 0.29 | 58.63M | 77.85M |
| 2026-02-10 | 0.26 | 0.27 | 73.25M | 69.72M |
| 2025-10-30 | 0.30 | 0.25 | 61.62M | 49.15M |
| 2025-07-29 | 0.26 | 0.26 | 43.07M | 64.18M |
| 2025-04-24 | 0.24 | 0.25 | 65.82M | 62.66M |
| 2025-02-10 | 0.32 | 0.23 | 78.00M | 48.20M |
| 2024-10-30 | 0.31 | 0.25 | -53.81M | 46.00M |
| 2024-08-06 | 0.35 | 0.34 | 214.92M | 58.65M |
| 2024-04-29 | 0.35 | 0.35 | 84.62M | 58.45M |
| 2024-02-06 | 0.36 | 0.34 | 83.49M | 65.33M |
| 2023-10-30 | 0.37 | 0.35 | 81.16M | 78.00M |
| 2023-07-31 | -0.11 | 0.41 | 17.02M | 95.49M |
| 2023-04-26 | 0.48 | 0.43 | 87.62M | 96.60M |
| 2023-02-08 | 0.31 | 0.36 | 4.38M | 73.96M |
| 2022-10-24 | 0.37 | 0.36 | 157.68M | 69.47M |
| 2022-07-26 | 0.35 | 0.30 | 99.90M | 65.66M |
| 2022-04-25 | 0.35 | 0.33 | 60.75M | 66.41M |
| 2022-02-08 | 0.32 | 0.33 | 69.41M | 65.02M |
| 2021-10-25 | 0.35 | 0.36 | 78.78M | 64.19M |
| 2021-07-26 | 0.41 | 0.37 | 56.73M | 68.68M |
| 2021-04-22 | 0.39 | 0.34 | 73.40M | 65.21M |
| 2021-02-10 | 0.36 | 0.35 | 27.19M | 66.28M |
| 2020-10-26 | 0.36 | 0.29 | 59.55M | 47.97M |
| 2020-07-30 | 0.38 | 0.28 | 51.41M | 213.00M |
| 2020-05-07 | 0.40 | 0.39 | 72.42M | 70.61M |
| 2020-02-13 | 0.46 | 0.45 | 87.86M | 85.95M |
| 2019-10-23 | 0.47 | 0.47 | 80.36M | 80.36M |
| 2019-07-24 | 0.47 | 0.45 | 63.26M | 74.91M |
| 2019-04-24 | 0.50 | 0.46 | 83.52M | 76.84M |
| 2019-02-13 | 0.46 | 0.46 | 81.77M | 81.77M |
| 2018-10-24 | 0.47 | 0.47 | 80.15M | 80.15M |
| 2018-07-25 | 0.44 | 0.44 | 75.01M | 75.01M |
| 2018-05-02 | 0.43 | 0.45 | 62.52M | 65.43M |
| 2018-02-14 | 0.12 | 0.07 | 56.57M | 47.14M |
| 2017-11-01 | 0.47 | 0.46 | 81.29M | 79.56M |
| 2017-08-01 | 0.46 | 0.47 | 57.48M | 56.23M |
| 2017-05-02 | 0.41 | 0.47 | 59.86M | 68.62M |
| 2017-02-27 | 0.49 | 0.44 | 69.87M | 62.74M |
Dividends
Yield 65.94%. Payout ratio 116.07%. Frequency Semi-Annual.
Safety score 30/100 · At risk. Payout ratio is 116% of earnings, above what earnings cover. Dividends are larger than free cash flow. Dividends were paid in 17 separate years. Yield is 65.9%, which is unusually high.
| Ex-date | Dividend | Record | Payment | Frequency |
|---|---|---|---|---|
| 2026-10-30 | $4.10 | 2026-10-20 | — | Semi-Annual |
| 2026-07-16 | $3.75 | 2026-06-30 | — | Special |
| 2026-03-31 | $0.25 | 2026-03-31 | 2026-04-15 | Quarterly |
| 2025-12-31 | $0.25 | 2025-12-31 | 2026-01-15 | Quarterly |
| 2025-09-30 | $0.25 | 2025-09-30 | 2025-10-15 | Quarterly |
| 2025-06-30 | $0.25 | 2025-06-30 | 2025-07-15 | Quarterly |
| 2025-03-31 | $0.25 | 2025-03-31 | 2025-04-15 | Quarterly |
| 2024-12-31 | $0.25 | 2024-12-31 | 2025-01-15 | Quarterly |
| 2024-09-30 | $0.25 | 2024-09-30 | 2024-10-15 | Quarterly |
| 2024-06-28 | $0.35 | 2024-06-28 | 2024-07-15 | Quarterly |
| 2024-03-27 | $0.35 | 2024-03-28 | 2024-04-15 | Quarterly |
| 2023-12-28 | $0.35 | 2023-12-29 | 2024-01-12 | Quarterly |
| 2023-09-28 | $0.35 | 2023-09-29 | 2023-10-13 | Quarterly |
| 2023-06-29 | $0.35 | 2023-06-30 | 2023-07-14 | Quarterly |
| 2023-03-30 | $0.35 | 2023-03-31 | 2023-04-14 | Quarterly |
| 2022-12-29 | $0.35 | 2022-12-30 | 2023-01-13 | Quarterly |
| 2022-09-29 | $0.35 | 2022-09-30 | 2022-10-14 | Quarterly |
| 2022-06-29 | $0.35 | 2022-06-30 | 2022-07-15 | Quarterly |
| 2022-03-30 | $0.35 | 2022-03-31 | 2022-04-15 | Quarterly |
| 2021-12-30 | $0.35 | 2021-12-31 | 2022-01-15 | Quarterly |
| 2021-09-29 | $0.35 | 2021-09-30 | 2021-10-15 | Quarterly |
| 2021-06-29 | $0.35 | 2021-06-30 | 2021-07-15 | Quarterly |
| 2021-03-30 | $0.35 | 2021-03-31 | 2021-04-15 | Quarterly |
| 2020-12-30 | $0.35 | 2020-12-31 | 2021-01-15 | Quarterly |
| 2020-09-29 | $0.35 | 2020-09-30 | 2020-10-15 | Quarterly |
| 2020-06-29 | $0.35 | 2020-06-30 | 2020-07-15 | Quarterly |
| 2020-03-30 | $0.40 | 2020-03-31 | 2020-04-15 | Quarterly |
| 2019-12-30 | $0.46 | 2019-12-31 | 2020-01-15 | Quarterly |
| 2019-09-27 | $0.46 | 2019-09-30 | 2019-10-15 | Quarterly |
| 2019-06-27 | $0.46 | 2019-06-28 | 2019-07-15 | Quarterly |
| 2019-03-28 | $0.46 | 2019-03-29 | 2019-04-15 | Quarterly |
| 2018-12-28 | $0.46 | 2018-12-31 | 2019-01-15 | Quarterly |
| 2018-09-27 | $0.46 | 2018-09-28 | 2018-10-15 | Quarterly |
| 2018-06-28 | $0.46 | 2018-06-29 | 2018-07-16 | Quarterly |
| 2018-03-28 | $0.46 | 2018-03-30 | 2018-04-16 | Quarterly |
| 2017-12-28 | $0.46 | 2017-12-29 | 2018-01-16 | Quarterly |
| 2017-09-28 | $0.46 | 2017-09-29 | 2017-10-16 | Quarterly |
| 2017-06-28 | $0.46 | 2017-06-30 | 2017-07-17 | Quarterly |
| 2017-03-29 | $0.46 | 2017-03-31 | 2017-04-17 | Quarterly |
| 2016-12-28 | $0.46 | 2016-12-30 | 2017-01-17 | Quarterly |
| 2016-09-28 | $0.46 | 2016-09-30 | 2016-10-17 | Quarterly |
| 2016-06-28 | $0.46 | 2016-06-30 | 2016-07-15 | Quarterly |
| 2016-03-29 | $0.46 | 2016-03-31 | 2016-04-15 | Quarterly |
| 2015-12-29 | $0.46 | 2015-12-31 | 2016-01-15 | Quarterly |
| 2015-09-28 | $0.44 | 2015-09-30 | 2015-10-15 | Quarterly |
| 2015-06-26 | $0.44 | 2015-06-30 | 2015-07-15 | Quarterly |
| 2015-03-27 | $0.44 | 2015-03-31 | 2015-04-15 | Quarterly |
| 2014-12-29 | $0.40 | 2014-12-31 | 2015-01-15 | Quarterly |
| 2014-09-26 | $0.40 | 2014-09-30 | 2014-10-15 | Quarterly |
| 2014-06-26 | $0.40 | 2014-06-30 | 2014-07-15 | Quarterly |
| 2014-03-27 | $0.40 | 2014-03-31 | 2014-04-14 | Quarterly |
| 2013-12-27 | $0.40 | 2013-12-31 | 2014-01-13 | Quarterly |
| 2013-09-26 | $0.40 | 2013-09-30 | 2013-10-11 | Quarterly |
| 2013-06-26 | $0.40 | 2013-06-28 | 2013-07-12 | Quarterly |
| 2013-03-26 | $0.40 | 2013-03-28 | 2013-04-12 | Quarterly |
| 2012-12-27 | $0.40 | 2012-12-31 | 2013-01-14 | Quarterly |
| 2012-09-26 | $0.40 | 2012-09-28 | 2012-10-12 | Quarterly |
| 2012-06-27 | $0.40 | 2012-06-29 | 2012-07-12 | Quarterly |
| 2012-03-28 | $0.40 | 2012-03-31 | 2012-04-12 | Quarterly |
| 2011-12-28 | $0.40 | 2011-12-31 | 2012-01-12 | Quarterly |
| 2011-09-28 | $0.40 | 2011-09-30 | 2011-10-12 | Quarterly |
| 2011-06-28 | $0.40 | 2011-06-30 | 2011-07-12 | Quarterly |
| 2011-03-29 | $0.40 | 2011-03-31 | 2011-04-12 | Quarterly |
| 2010-12-29 | $0.40 | 2010-12-31 | 2011-01-12 | Quarterly |
| 2010-09-28 | $0.40 | 2010-09-30 | 2010-10-12 | Quarterly |
| 2010-06-28 | $0.35 | 2010-06-30 | 2010-07-12 | Quarterly |
| 2010-03-29 | $0.35 | 2010-03-31 | 2010-04-12 | Quarterly |
Insider trades
| Date | Insider | Action | Shares | Price | Value |
|---|---|---|---|---|---|
| 2026-08-25 | SALVATI MICHAEL | Sell | 125 | $6.86 | 858 |
| 2026-08-25 | SALVATI MICHAEL | Sell | 835 | $6.86 | 5.73K |
| 2026-05-13 | Whonder Carmencita N.M. | Sell | 4.57K | $10.93 | 49.99K |
| 2026-04-01 | BIDERMAN MARK C | Buy | 9.59K | — | — |
| 2026-04-01 | Whonder Carmencita N.M. | Buy | 9.59K | — | — |
| 2026-04-01 | Carlton Pamela G | Buy | 9.59K | — | — |
| 2026-04-01 | SALVATI MICHAEL | Buy | 9.59K | — | — |
| 2026-04-01 | Kasdin Robert A | Buy | 9.59K | — | — |
| 2026-04-01 | Romando Brenna Haysom | Buy | 9.59K | — | — |
| 2026-04-01 | Prince Scott | Buy | 9.59K | — | — |
| 2026-01-30 | Mironova Anastasia G. | Sell | 6.38K | $10.68 | 68.19K |
| 2026-01-30 | ROTHSTEIN STUART | Sell | 61.48K | $10.68 | 656.66K |
| 2025-12-30 | Mironova Anastasia G. | Buy | 34.83K | — | — |
| 2025-12-30 | ROTHSTEIN STUART | Buy | 109.45K | — | — |
| 2025-12-15 | ROTHSTEIN STUART | Sell | 52.07K | $10.16 | 529.13K |
| 2025-09-15 | ROTHSTEIN STUART | Sell | 52.07K | $10.78 | 561.27K |
| 2025-06-16 | ROTHSTEIN STUART | Sell | 52.07K | $9.83 | 511.82K |
| 2025-04-29 | BIDERMAN MARK C | Sell | 10.00K | $9.48 | 94.80K |
| 2025-04-17 | Mironova Anastasia G. | Sell | 852 | $8.31 | 7.08K |
| 2025-04-01 | BIDERMAN MARK C | Buy | 10.16K | — | — |
| 2025-04-01 | Kasdin Robert A | Buy | 10.16K | — | — |
| 2025-04-01 | SALVATI MICHAEL | Buy | 10.16K | — | — |
| 2025-04-01 | Carlton Pamela G | Buy | 10.16K | — | — |
| 2025-04-01 | Prince Scott | Buy | 10.16K | — | — |
| 2025-04-01 | Whonder Carmencita N.M. | Buy | 10.44K | — | — |
| 2025-04-01 | Romando Brenna Haysom | Buy | 10.16K | — | — |
| 2025-03-17 | ROTHSTEIN STUART | Sell | 52.07K | $9.99 | 520.22K |
| 2025-03-04 | Whonder Carmencita N.M. | Sell | 11.00K | $9.96 | 109.52K |
| 2025-01-31 | Mironova Anastasia G. | Sell | 3.55K | $9.07 | 32.19K |
| 2025-01-31 | ROTHSTEIN STUART | Sell | 62.19K | $9.07 | 564.06K |
| 2024-12-30 | Mironova Anastasia G. | Buy | 22.21K | — | — |
| 2024-12-30 | ROTHSTEIN STUART | Buy | 84.90K | — | — |
| 2024-09-06 | Carlton Pamela G | Sell | 833 | $10.32 | 8.60K |
| 2024-08-15 | Prince Scott | Sell | 10.00K | $10.10 | 100.99K |
| 2024-08-14 | Prince Scott | Sell | 20.00K | $10.06 | 201.22K |
| 2024-08-13 | Prince Scott | Sell | 10.00K | $10.04 | 100.44K |
| 2024-08-08 | Prince Scott | Sell | 4.93K | $10.12 | 49.95K |
| 2024-05-28 | Whonder Carmencita N.M. | Sell | 11.40K | $10.21 | 116.36K |
| 2024-05-01 | BIDERMAN MARK C | Sell | 15.00K | $10.00 | 149.94K |
| 2024-04-17 | Mironova Anastasia G. | Sell | 851 | $10.58 | 9.00K |
| 2024-04-15 | ROTHSTEIN STUART | Sell | 40.00K | $10.60 | 423.99K |
| 2024-04-01 | BIDERMAN MARK C | Buy | 9.14K | — | — |
| 2024-04-01 | Romando Brenna Haysom | Buy | 9.14K | — | — |
| 2024-04-01 | Prince Scott | Buy | 9.14K | — | — |
| 2024-04-01 | Whonder Carmencita N.M. | Buy | 9.14K | — | — |
| 2024-04-01 | Kasdin Robert A | Buy | 9.14K | — | — |
| 2024-04-01 | SALVATI MICHAEL | Buy | 9.14K | — | — |
| 2024-04-01 | Carlton Pamela G | Buy | 9.14K | — | — |
| 2024-01-29 | Mironova Anastasia G. | Sell | 1.84K | $11.71 | 21.53K |
| 2024-01-29 | ROTHSTEIN STUART | Sell | 86.38K | $11.71 | 1.01M |
| 2024-01-16 | ROTHSTEIN STUART | Sell | 40.00K | $11.45 | 458.19K |
| 2023-12-26 | Mironova Anastasia G. | Buy | 12.40K | — | — |
| 2023-12-26 | ROTHSTEIN STUART | Buy | 90.91K | — | — |
| 2023-10-16 | ROTHSTEIN STUART | Sell | 40.00K | $10.09 | 403.56K |
| 2023-09-06 | BIDERMAN MARK C | Sell | 10.00K | $10.60 | 106.00K |
| 2023-08-17 | Carlton Pamela G | Sell | 833 | $10.41 | 8.67K |
| 2023-07-17 | ROTHSTEIN STUART | Sell | 40.00K | $11.80 | 472.00K |
| 2023-05-08 | Kasdin Robert A | Buy | 25.00K | $9.54 | 238.58K |
| 2023-04-19 | Mironova Anastasia G. | Sell | 976 | $9.45 | 9.22K |
| 2023-04-03 | SALVATI MICHAEL | Buy | 10.82K | — | — |
| 2023-04-03 | Kasdin Robert A | Buy | 10.82K | — | — |
| 2023-04-03 | Whonder Carmencita N.M. | Buy | 10.82K | — | — |
| 2023-04-03 | Romando Brenna Haysom | Buy | 10.82K | — | — |
| 2023-04-03 | Prince Scott | Buy | 10.82K | — | — |
| 2023-04-03 | Carlton Pamela G | Buy | 10.82K | — | — |
| 2023-04-03 | BIDERMAN MARK C | Buy | 10.82K | — | — |
| 2023-01-27 | ROTHSTEIN STUART | Sell | 75.76K | $11.88 | 899.99K |
| 2022-12-27 | Mironova Anastasia G. | Buy | 13.22K | — | — |
| 2022-12-27 | ROTHSTEIN STUART | Buy | 193.85K | — | — |
| 2022-11-07 | ROTHSTEIN STUART | Buy | 15.00K | $11.18 | 167.67K |
| 2022-08-17 | Carlton Pamela G | Sell | 833 | $12.78 | 10.65K |
| 2022-05-17 | BIDERMAN MARK C | Sell | 10.00K | $12.68 | 126.83K |
| 2022-04-04 | Mironova Anastasia G. | Buy | 7.08K | — | — |
| 2022-04-04 | Mironova Anastasia G. | Other | 0 | — | — |
| 2022-04-01 | Whonder Carmencita N.M. | Buy | 7.06K | — | — |
| 2022-04-01 | SALVATI MICHAEL | Buy | 7.06K | — | — |
| 2022-04-01 | Romando Brenna Haysom | Buy | 7.06K | — | — |
| 2022-04-01 | Prince Scott | Buy | 7.06K | — | — |
| 2022-04-01 | Kasdin Robert A | Buy | 7.06K | — | — |
| 2022-04-01 | Carlton Pamela G | Buy | 7.06K | — | — |
| 2022-04-01 | BIDERMAN MARK C | Buy | 7.06K | — | — |
| 2022-01-27 | Newman Katherine G. | Sell | 942 | $13.38 | 12.60K |
| 2022-01-27 | ROTHSTEIN STUART | Sell | 67.69K | $13.38 | 905.75K |
| 2021-12-27 | ROTHSTEIN STUART | Buy | 168.12K | — | — |
| 2021-11-11 | Kasdin Robert A | Sell | 10.00K | $15.37 | 153.73K |
| 2021-11-10 | Kasdin Robert A | Sell | 15.00K | $15.43 | 231.44K |
| 2021-07-22 | Whonder Carmencita N.M. | Buy | 5.00K | — | — |
| 2021-07-22 | Carlton Pamela G | Buy | 5.00K | — | — |
| 2021-07-22 | Carlton Pamela G | Other | 0 | — | — |
| 2021-06-08 | Whonder Carmencita N.M. | Other | 0 | — | — |
| 2021-06-08 | ROTHSTEIN STUART | Sell | 43.77K | $16.64 | 728.19K |
| 2021-06-07 | ROTHSTEIN STUART | Sell | 29.28K | $16.51 | 483.43K |
| 2021-05-27 | ROTHSTEIN STUART | Sell | 12.51K | $15.62 | 195.36K |
| 2021-05-26 | ROTHSTEIN STUART | Sell | 40.75K | $15.52 | 632.39K |
| 2021-05-25 | ROTHSTEIN STUART | Sell | 6.24K | $15.53 | 96.90K |
| 2021-05-21 | ROTHSTEIN STUART | Sell | 500 | $15.50 | 7.75K |
| 2021-05-13 | Kasdin Robert A | Sell | 15.00K | $14.75 | 221.29K |
| 2021-04-27 | PRESS ERIC | Sell | 96.36K | $15.17 | 1.46M |
| 2021-04-27 | Agarwal Jai | Sell | 15.00K | $15.21 | 228.11K |
| 2021-04-26 | BIDERMAN MARK C | Sell | 7.05K | $14.96 | 105.45K |
Institutional holders
Latest filed quarter: Q2 2026.
Institutions holding: 296, holders +18 vs prior quarter. Ownership 59.76%.
| Holder | Shares | Change | Change % | Value |
|---|---|---|---|---|
| BLACKROCK, INC. | 11.93M | -9.25M | -43.68% | 127.41M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 6.09M | -1.85M | -23.28% | 65.03M |
| VANGUARD CAPITAL MANAGEMENT LLC | 6.03M | -379.45K | -5.92% | 64.35M |
| MILLENNIUM MANAGEMENT LLC | 4.56M | 3.28M | +254.75% | 48.74M |
| GEODE CAPITAL MANAGEMENT, LLC | 3.38M | 58.44K | +1.76% | 36.14M |
| STATE STREET CORP | 3.33M | -1.93M | -36.73% | 35.59M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 2.83M | 89.35K | +3.26% | 30.27M |
| NO STREET GP LP | 2.44M | -909.10K | -27.14% | 26.07M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 2.04M | -122.03K | -5.65% | 21.74M |
| SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P. | 2.04M | 2.04M | New | 21.74M |
| SCHONFELD STRATEGIC ADVISORS LLC | 1.92M | 1.92M | New | 20.47M |
| JANE STREET GROUP, LLC | 1.82M | 1.67M | +1087.61% | 19.43M |
| NORTHERN TRUST CORP | 1.66M | -39.14K | -2.31% | 17.70M |
| QUBE RESEARCH & TECHNOLOGIES LTD | 1.64M | 1.64M | New | 17.57M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 1.61M | 1.52M | +1619.86% | 17.25M |
| MORGAN STANLEY | 1.57M | -214.19K | -12.03% | 16.73M |
| NUVEEN, LLC | 1.22M | 886.95K | +264.84% | 13.05M |
| GOLDMAN SACHS GROUP INC | 1.12M | 665.49K | +145.69% | 11.99M |
| VAN ECK ASSOCIATES CORP | 1.09M | -150.53K | -12.17% | 11.60M |
| ALPINE GLOBAL MANAGEMENT, LLC | 901.97K | 734.20K | +437.61% | 9.63M |
| EMPYREAN CAPITAL PARTNERS, LP | 883.75K | 0 | 0.00% | 9.44M |
| GREENLAND CAPITAL MANAGEMENT LP | 865.00K | 865.00K | New | 9.24M |
| VANGUARD FIDUCIARY TRUST CO | 834.78K | -55.08K | -6.19% | 8.92M |
| CITADEL ADVISORS LLC | 822.38K | 714.73K | +663.90% | 8.78M |
| FIRST TRUST ADVISORS LP | 783.80K | 1.29K | +0.16% | 8.37M |
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