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ARI NYSE US

Apollo Commercial Real Estate Finance, Inc

Real Estate · Real Estate Website · IPO Sep 2009
$10.86
▲ +$0.03 (+0.28%)
Vol 1.3M
Mkt Cap
$1.5B
P/E
11.9
ROE
6.8%
Margin
17.3%
Beta
1.53
Div Yield
9.23%
52W
$8–$11

Wall Street Consensus

9 analysts · Apr 2026
3
Strong Buy
4
Buy
2
Hold
0
Sell
0
Strong Sell
77.8%
Buy Rating

Price Chart

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Earnings

Beat rate: 100.0%
Quarter EPS Est EPS Act Surprise
Dec 2025 $0.24 $0.26 +$0.02
Sep 2025 $0.22 $0.30 +$0.08
Jun 2025 $0.25 $0.26 +$0.01
Mar 2025 $0.21 $0.24 +$0.03

Quarterly Revenue & Earnings

Quarter 2024-0… 2024-1… 2025-0… 2025-0… 2025-0… 2025-1…
Revenue — $78.0M $68.6M $62.5M $65.1M $75.2M
Net Income — $40.7M $26.0M $20.7M $50.8M $29.2M

Key Ratios

ROA (TTM)
1.3%
P/S (TTM)
2.07
P/B
0.7
EPS (TTM)
$0.91
CF/Share
$0.02
Rev Growth 3Y
+8.4%
52W High
$11.21
52W Low
$7.70
$7.70 52-Week Range $11.21

Financial Health

Free Cash Flow
-$10.1M
Net Debt
$7.8B
Cash
$139.8M
Total Debt
$7.9B
As of Dec 31, 2025

How does ARI compare to Real Estate peers?

Peer group: Peers · Real Estate (Peers) · 10 companies

ARI ORC NLY DX BXMT ARR EFC ABR STWD RITM

ARI valuation vs Real Estate peers

P/E ratio
11.9
▲ 30% above peers (9.2)
vs Peers
vs Industry
Overvalued
P/S ratio
2.1
▼ 5% below peers (2.2)
vs Peers
vs Industry
Fair value
P/B ratio
0.7
▼ 11% below peers (0.8)
vs Peers
vs Industry
Undervalued
Div yield
9.2%
▼ 26% below peers (12.5%)
vs Peers
vs Industry
Low yield

ARI profitability vs Real Estate peers

ROE
6.8%
▼ 19% below peers (8.5%)
vs Peers
vs Industry
Weak
Net margin
17.3%
▼ 31% below peers (25.1%)
vs Peers
vs Industry
Weak
Gross margin
37.1%
▲ 15% above peers (32.4%)
vs Peers
vs Industry
Top tier
ROA
1.3%
▼ 4% below peers (1.4%)
vs Peers
vs Industry
In line

ARI financial health vs Real Estate peers

D/E ratio
—
—
vs Peers
vs Industry
Low debt
Current ratio
0.3
▲ 39% above peers (0.2)
vs Peers
vs Industry
Below avg
Beta
1.5
▲ 21% above peers (1.3)
vs Peers
vs Industry
More volatile

ARI fundamentals radar

ARI Peer median Industry

ARI profitability vs leverage

Bubble size = market cap · X = net margin · Y = D/E ratio

ARI vs peers: key metrics

Insider Activity

Neutral
Buys
7
Sells
0
SALVATI MICHAEL E
Director · Apr 01
award
9587 shs
BIDERMAN MARK C
Director · Apr 01
award
9587 shs
CARLTON PAMELA G
Director · Apr 01
award
9587 shs
KASDIN ROBERT A
Director · Apr 01
award
9587 shs
PRINCE SCOTT STEVEN
Director · Apr 01
award
9587 shs
ROMANDO BRENNA HAYSOM
Director · Apr 01
award
9587 shs
WHONDER CARMENCITA N.M.
Director · Apr 01
award
9587 shs
Last 90 days

Top Holders

Top 5: 34.4%
Blackrock Inc.
15.21%
$230.5M
Vanguard Group Inc
10.81%
$163.9M
State Street Corporation
3.80%
$57.5M
No Street GP LP
2.31%
$35.1M
Geode Capital Management, L…
2.27%
$34.4M
As of Dec 31, 2025

Dividends

$1.00
/ year
Mar 31, 2026 $0.2500
Dec 31, 2025 $0.2500
Sep 30, 2025 $0.2500
Jun 30, 2025 $0.2500
Mar 31, 2025 $0.2500
Dec 31, 2024 $0.2500
Sep 30, 2024 $0.2500
Jun 28, 2024 $0.3500

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