Apollo Commercial Real Estate Finance (ARI) to Release Earnings on Wednesday

Apollo Commercial Real Estate Finance (NYSE:ARI) will likely be releasing its Q2 2026 results after the market closes on Wednesday, July 29th. Analysts expect the company to announce earnings of $0.09 per share and revenue of $34.6970 million for the quarter. Interested persons can find conference call details on the company’s upcoming Q2 2026 earning summary page for the latest details on the call scheduled for Wednesday, August 5, 2026 at 10:00 AM ET.

Apollo Commercial Real Estate Finance (NYSE:ARI) last issued its earnings results on Wednesday, April 29th. The real estate investment trust reported $0.22 earnings per share (EPS) for the quarter, missing the consensus estimate of $0.29 by ($0.07). Apollo Commercial Real Estate Finance had a net margin of 48.01% and a return on equity of 7.87%. The firm had revenue of $58.63 million during the quarter, compared to analyst estimates of $77.85 million.

Apollo Commercial Real Estate Finance Trading Down 0.1%

Apollo Commercial Real Estate Finance stock opened at $6.76 on Monday. The stock has a 50-day simple moving average of $10.20 and a 200 day simple moving average of $10.46. The stock has a market capitalization of $884.59 million, a P/E ratio of 8.35 and a beta of 1.35. The company has a debt-to-equity ratio of 0.68, a quick ratio of 81.80 and a current ratio of 81.81. Apollo Commercial Real Estate Finance has a 52 week low of $6.65 and a 52 week high of $11.24.

Apollo Commercial Real Estate Finance Increases Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Wednesday, July 15th. Stockholders of record on Tuesday, June 30th were given a $3.75 dividend. This represents a $15.00 dividend on an annualized basis and a dividend yield of 221.7%. This is a boost from Apollo Commercial Real Estate Finance’s previous quarterly dividend of $0.25. Apollo Commercial Real Estate Finance’s dividend payout ratio (DPR) is presently 123.46%.

Analyst Ratings Changes

Several research analysts have recently commented on the company. Zacks Research upgraded Apollo Commercial Real Estate Finance from a “strong sell” rating to a “hold” rating in a research note on Monday, April 20th. Bank of America started coverage on Apollo Commercial Real Estate Finance in a report on Tuesday, May 5th. They set a “neutral” rating and a $11.50 price target for the company. BTIG Research cut shares of Apollo Commercial Real Estate Finance from a “buy” rating to a “neutral” rating in a research report on Thursday, June 25th. Wall Street Zen downgraded shares of Apollo Commercial Real Estate Finance from a “hold” rating to a “sell” rating in a report on Saturday, May 2nd. Finally, Weiss Ratings lowered shares of Apollo Commercial Real Estate Finance from a “hold (c)” rating to a “hold (c-)” rating in a research report on Thursday, July 16th. Two investment analysts have rated the stock with a Buy rating and four have issued a Hold rating to the company’s stock. Based on data from MarketBeat.com, the company currently has an average rating of “Hold” and a consensus target price of $11.33.

Insiders Place Their Bets

In related news, Director Carmencita N.M. Whonder sold 4,574 shares of the business’s stock in a transaction on Wednesday, May 13th. The stock was sold at an average price of $10.93, for a total value of $49,993.82. Following the completion of the sale, the director directly owned 24,799 shares in the company, valued at $271,053.07. The trade was a 15.57% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through the SEC website. Insiders own 0.52% of the company’s stock.

Hedge Funds Weigh In On Apollo Commercial Real Estate Finance

Several institutional investors and hedge funds have recently modified their holdings of ARI. State Street Corp increased its position in Apollo Commercial Real Estate Finance by 1.1% during the fourth quarter. State Street Corp now owns 5,298,362 shares of the real estate investment trust’s stock worth $52,588,000 after acquiring an additional 56,377 shares during the period. Geode Capital Management LLC grew its position in shares of Apollo Commercial Real Estate Finance by 0.3% during the 4th quarter. Geode Capital Management LLC now owns 3,167,013 shares of the real estate investment trust’s stock worth $30,662,000 after purchasing an additional 9,273 shares in the last quarter. No Street GP LP grew its position in shares of Apollo Commercial Real Estate Finance by 33.3% during the 3rd quarter. No Street GP LP now owns 3,000,000 shares of the real estate investment trust’s stock worth $30,390,000 after purchasing an additional 750,000 shares in the last quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. increased its holdings in shares of Apollo Commercial Real Estate Finance by 6.9% during the third quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 2,085,917 shares of the real estate investment trust’s stock worth $21,130,000 after purchasing an additional 134,308 shares during the period. Finally, Invesco Ltd. increased its holdings in shares of Apollo Commercial Real Estate Finance by 50.4% during the second 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. 54.43% of the stock is currently owned by institutional investors and hedge funds.

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.