Apollo Commercial Real Estate Finance, Inc.
ARI
NYSE·Real Estate·REIT - Mortgage·Mkt cap $900.9M
$6.88
▲ 0.00%
P/E
8.71
Mkt Cap
$900.9M
52-Wk Range
$6.43–$11.24
52-Week Range
$6.43 - $11.24
P/E
Fwd P/E
Beta
Div Yield
Avg Vol
Shares Out
Mkt Cap
Price action
Price chart
Down 37.4% over the trailing year
Total returns
Price performance
Total return across standard periods - splits & dividends adjusted by FMP. Periods longer than 1Y show annualized in the tooltip.
Why we rate it this way
The thesis at a glance
Bull and bear case · plain-English context across the five lenses we evaluate.
Bull Case
5 reasons
- Established relationships with institutional borrowers and real estate sponsors
- Experienced management team with deep commercial real estate expertise
- Tax-efficient REIT structure enabling high dividend distributions
- Diversified loan portfolio across multiple property types and geographies
- Access to capital markets and institutional funding sources
Bear Case
2 risks
- Average volatility.
- High premium - requires strong execution
Growth
Revenue decline expected
Expansion of commercial real estate lending opportunities
Value
High premium - requires strong execution
Momentum
Falling
-36.5% over 3m
Quality
Thin
Excellent business quality
Dividend
None
No dividend
Smart-money signal
Who's buying ARI right now
Insider Form 4s, 13F institutional filings, and Congressional disclosures - at a glance.
Earnings track record
Latest print - beat on both lines
AI-summarized recap of last quarter, plus the surprise on every print.
Next: Oct 29, 2026
AUG 10, 2026
Reported EPS of $0.15 vs $0.11 consensus (+42.3% surprise). Revenue of $44.4M vs $34.7M expected (+27.9%). Beat on both top and bottom lines.
EPS surprise · last 4Q
1 of 1 beats
Estimate
Actual
Q3 26
+42.3%
Revenue trend · last 8Q
—
-16%
+105%
+164%
+131%
+155%
-1%
-76%
Q3 24
Q4 24
Q1 25
Q2 25
Q3 25
Q4 25
Q1 26
Q2 26
$72.5M
$71.7M
$173.9M
$186.8M
$167.1M
$182.7M
$172.6M
$44.4M
Margins · last 8Q
Gross
0.0%
Operating
0.0%
Profit
58.1%
Wall Street consensus
1 analyst · 0% Buy
Live ratings and price targets aggregated across covering analysts.
Buy
0%
Hold
100%
Sell
0%
Median Price Target
—
Latest: BTIG · Jun 25, 2026
vs Industry
How ARI stacks vs REIT - Mortgage
Stock metrics vs industry averages. Green = better than industry.
Industry comparison data unavailable for this stock.
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