Apollo Commercial Real Estate Finance (ARI) Expected to Announce Earnings on Tuesday

Apollo Commercial Real Estate Finance (NYSE:ARI) is anticipated to post its Q4 2025 results after the market closes on Tuesday, February 10th. Analysts expect the company to announce earnings of $0.26 per share and revenue of $46.9670 million for the quarter. Individuals may visit the the company’s upcoming Q4 2025 earning results page for the latest details on the call scheduled for Wednesday, February 11, 2026 at 10:00 AM ET.

Apollo Commercial Real Estate Finance Trading Up 0.8%

NYSE:ARI opened at $10.81 on Monday. Apollo Commercial Real Estate Finance has a 52 week low of $7.70 and a 52 week high of $11.20. The firm has a 50 day moving average of $10.13 and a 200 day moving average of $10.15. The company has a quick ratio of 90.32, a current ratio of 90.32 and a debt-to-equity ratio of 0.66. The stock has a market capitalization of $1.50 billion, a price-to-earnings ratio of 12.15 and a beta of 1.54.

Apollo Commercial Real Estate Finance Dividend Announcement

The firm also recently disclosed a quarterly dividend, which was paid on Thursday, January 15th. Stockholders of record on Wednesday, December 31st were issued a dividend of $0.25 per share. This represents a $1.00 annualized dividend and a dividend yield of 9.3%. The ex-dividend date was Wednesday, December 31st. Apollo Commercial Real Estate Finance’s dividend payout ratio is currently 112.36%.

Wall Street Analysts Forecast Growth

Several research analysts recently weighed in on ARI shares. Weiss Ratings restated a “hold (c-)” rating on shares of Apollo Commercial Real Estate Finance in a research note on Monday, December 29th. Wall Street Zen lowered Apollo Commercial Real Estate Finance from a “buy” rating to a “hold” rating in a research note on Saturday, January 3rd. Finally, JPMorgan Chase & Co. upped their price objective on shares of Apollo Commercial Real Estate Finance from $10.50 to $11.00 and gave the company an “overweight” rating in a report on Monday, November 3rd. Three investment analysts have rated the stock with a Buy rating and four have given a Hold rating to the stock. Based on data from MarketBeat, the stock currently has a consensus rating of “Hold” and an average target price of $10.88.

Insider Activity

In related news, CEO Stuart Rothstein sold 52,072 shares of the company’s stock in a transaction that occurred on Monday, December 15th. The stock was sold at an average price of $10.16, for a total value of $529,051.52. Following the sale, the chief executive officer owned 229,709 shares in the company, valued at $2,333,843.44. This represents a 18.48% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. 0.68% of the stock is currently owned by insiders.

Institutional Trading of Apollo Commercial Real Estate Finance

A number of hedge funds have recently modified their holdings of the stock. No Street GP LP raised its position in Apollo Commercial Real Estate Finance by 33.3% during the third quarter. No Street GP LP now owns 3,000,000 shares of the real estate investment trust’s stock valued at $30,390,000 after acquiring an additional 750,000 shares in the last quarter. Invesco Ltd. grew its stake in shares of Apollo Commercial Real Estate Finance by 50.4% during the 2nd quarter. Invesco Ltd. now owns 1,291,072 shares of the real estate investment trust’s stock worth $12,498,000 after purchasing an additional 432,377 shares during the period. JPMorgan Chase & Co. increased its holdings in shares of Apollo Commercial Real Estate Finance by 111.8% during the 3rd quarter. JPMorgan Chase & Co. now owns 689,903 shares of the real estate investment trust’s stock valued at $6,989,000 after purchasing an additional 364,098 shares in the last quarter. Lighthouse Investment Partners LLC lifted its stake in shares of Apollo Commercial Real Estate Finance by 378.0% in the 3rd quarter. Lighthouse Investment Partners LLC now owns 360,872 shares of the real estate investment trust’s stock valued at $3,656,000 after purchasing an additional 285,369 shares during the period. Finally, UBS Group AG lifted its stake in shares of Apollo Commercial Real Estate Finance by 99.0% in the 3rd quarter. UBS Group AG now owns 488,708 shares of the real estate investment trust’s stock valued at $4,951,000 after purchasing an additional 243,122 shares during the period. Hedge funds and other institutional investors own 54.43% of the company’s stock.

Apollo Commercial Real Estate Finance Company Profile

Apollo Commercial Real Estate Finance, Inc (NYSE: ARI) is a real estate finance company structured as a real estate investment trust (REIT). The company focuses on originating, acquiring and managing a diversified portfolio of commercial real estate debt and preferred equity investments. As an externally managed vehicle, ARI leverages the expertise and resources of an affiliate of Apollo Global Management, a leading global alternative investment manager.

ARI’s investment strategy is centered on providing first mortgage loans, mezzanine debt financing, bridge loans and preferred equity across a broad range of property types, including office, retail, industrial and multifamily assets.