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portfolios · users
Avg position size
—
of holders' portfolios
13F filers
1
institution
Market cap
$1.4B
131M shares
52-week range
$9.49 – $11.24
59% from low
Sector
REAL ESTATE INVESTMENT TRUSTS
Exchange
NYSE
CS
Borrow rate
0.40%
Easy to borrow
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| 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | |
|---|---|---|---|---|---|---|---|---|
| Revenue | $413.6M | $489.0M | $342.8M | $421.2M | $641.3M | $777.0M | $701.5M | $710.5M |
| Cost of revenue | $36.4M | $40.7M | $39.8M | $63.4M | $92.2M | $127.2M | $141.1M | $141.7M |
| Gross profit | $377.2M | $448.3M | $303.1M | $357.9M | $549.1M | $649.8M | $560.4M | $568.8M |
| Gross margin | 91.2% | 91.7% | 88.4% | 85.0% | 85.6% | 83.6% | 79.9% | 80.1% |
| R&D | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 |
| Operating income | $366.1M | $208.2M | $138.7M | $414.5M | $649.7M | $467.5M | $417.7M | $464.4M |
| EBITDA | $334.6M | $383.1M | $167.3M | $388.7M | $536.5M | $532.9M | $396.4M | $598.3M |
| Net income | $220.0M | $230.2M | $18.4M | $223.5M | $265.2M | $58.1M | −$119.6M | $126.7M |
| Net margin | 53.2% | 47.1% | 5.4% | 53.1% | 41.4% | 7.5% | -17.1% | 17.8% |
| EPS (diluted) | 1.48 | 1.40 | 0.01 | 1.46 | 1.68 | 0.29 | -0.97 | 0.81 |
Annual figures · source: Financial Modeling Prep
| Year | Est. revenue | Est. EPS | EPS range | # Analysts |
|---|---|---|---|---|
| 2026 | $244M | $0.46 | $0.24–$0.59 | 2 |
| 2027 | $116M | $0.59 | $0.16–$0.98 | 2 |
Forward consensus · source: Financial Modeling Prep
Apollo Commercial Real Estate Finance Inc is a real estate investment trust that originates, invests in, acquires, and manages commercial first-mortgage loans, subordinate financings, commercial mortgage-backed securities, and other real estate-related debt investments. The subordinate loans and first-mortgage loans account for the vast majority of the portfolio on a cost basis. Property types include residential, retail, healthcare, office, mixed-use, hotel, industrial, multifamily, securities, and other, with residential properties and hotels representing the highest property value. More than a third of the properties are located in New York City, with the other properties located across other regions of the United States, as well as other countries.
www.apollocref.comNo one on the platform currently holds ARI.
| Institution | Shares | Reported |
|---|---|---|
| Renaissance Technologiesas of 2026-03-31 | 327,540 | $3.5M |
| Ex-date | Per share | Pay date |
|---|---|---|
| 2026-07-16 | $3.7500 | 2026-07-15 |
| 2026-03-31 | $0.2500 | 2026-04-15 |
| 2025-12-31 | $0.2500 | 2026-01-15 |
| 2025-09-30 | $0.2500 | 2025-10-15 |
| 2025-06-30 | $0.2500 | 2025-07-15 |
| 2025-03-31 | $0.2500 | 2025-04-15 |
| 2024-12-31 | $0.2500 | 2025-01-15 |
| 2024-09-30 | $0.2500 | 2024-10-15 |
| 2024-06-28 | $0.3500 | 2024-07-15 |
| 2024-03-27 | $0.3500 | 2024-04-15 |
No one on the platform has traded ARI yet.
| $1.4B |
| — |
| IIPRInnovative Industrial Properties, Inc. | $63.26 | +0.52% | $1.8B | — |
| KREFKKR Real Estate Finance Trust Inc. | $7.06 | -1.53% | $454M | — |
Source: Financial Modeling Prep · peers by sector/industry
| 2023-12-28 |
| $0.3500 |
| 2024-01-12 |
| 2023-09-28 | $0.3500 | 2023-10-13 |
Trading at NaN× earnings vs its 11.1× historical median P/E.
Fair value ≈ $-0.33 · price $10.52 today
Fair-value line = the stock's median historical P/E × earnings. Price below the orange line = cheap vs its own history; above = expensive. Not investment advice.
Click to see transaction details on SEC.gov. Form 4s cover trades by officers, directors, and 10%+ owners, due within 2 business days of the trade.
$ARI I have had some of this stock for a while and I like it. Does anyone know why there was such a jump in the dividend? 3.75 is pretty substantial. I really hope that this creates a buying frenzy and doesn't dilute the shares. Anytime there is a high dividend the prices usually plummet on the ex day. If this skyrockets, we may have to dump said shares. I bought 10 more shares with my $DPRO money i recommend nobody buys that stock. It hasn't had any good days since i bought it. I recommend $DX for the monthly dividend. $FDUS is a really good quarterly stock. It's a little down but it usually stabilizes. Best wishes to all!
View on StockTwits ↗$ARI Who is holding through liquidation? They will use the proceeds of selling their loans to provide a 3.75 dividend ex on the 30th. 25 cents reg div, 3.50 from the sales. When they liquidate all profits will given to the share holders.
View on StockTwits ↗3/5: Apollo Commercial Real Estate Finance (ARI) declares $3.75/sh dividend (mostly return of capital) and board recommends liquidation/dissolution, pending shareholder vote and SEC proxy. $ARI $REM $VNQ $IYR $BXMT
View on StockTwits ↗$ARI did I read that correctly? $3.75 dividend 🧐 and they plan to liquidate as well?
View on StockTwits ↗Accumulating more $STWD Best in industry management and platform Over 11% dividend Buy $BXMT $KREF $ARI
View on StockTwits ↗$ARI @Trader_Ty this setup is a you special! Pre-HTF breakout
View on StockTwits ↗$ARI Brilliant piece that captures ARI's situation perfectly. So if you want to update your understanding of ARI or get to know ARI better, this is essential reading. https://everyticker.com/quote/ARI/analysis/ari-s-9b-portfolio-sale-a-blank-check-reit-searching-for-its-next-act-nyse-ari
View on StockTwits ↗$ARI Q1 '26 Earnings Results & Recap • Reported GAAP EPS of $0.16 • Reported revenue of $58.63M down -10.91% YoY
View on StockTwits ↗$ARI Share Price: $11.06 Contract Selected: Nov 20, 2026 $10 Calls Buy Zone: $1.06 – $1.31 Target Zone: $1.92 – $2.35 Potential Upside: 71% ROI Time to Expiration: 211 Days | Updates via https://fxcapta.com/stockinfo/
View on StockTwits ↗@yely There is an arbitrage opportunity with $ARI They are selling their entire portfolio to an Apollo affiliate for the equivalent of $12 per share but the stock is only trading at $10.59
View on StockTwits ↗$STWD is the best positioned MREIT Still discount to NBV. 11% dividend $BXMT $ARI $KREF
View on StockTwits ↗$ARI trading at a 12% discount to book which will soon be all cash. Great arbitrage opportunity to buy!
View on StockTwits ↗Recent $TICKER stream from stocktwits.com — refreshed every 5 minutes. Sentiment tags are self-reported by posters. Not investment advice.