Held by
0
portfolios on TandT
Bookmarked by
0
users
Avg position size
—
of holders' portfolios
13F filers
1
institution
Market cap
$884.7M
128M shares
52-week range
$6.43 – $11.24
10% from low
Sector
REAL ESTATE INVESTMENT TRUSTS
Exchange
NYSE
CS
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 | $0.2500 | 2026-07-15 |
| 2026-07-16 | $3.5000 | 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 |
No one on the platform has traded ARI yet.
| 2024-03-27 | $0.3500 | 2024-04-15 |
| 2023-12-28 | $0.3500 | 2024-01-12 |
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.
| Year | Est. revenue | Growth | Est. EPS | EPS range | Fwd P/E | # Analysts |
|---|---|---|---|---|---|---|
| 2026 | $138M | -49.3% | $0.46 | $-0.37–$1.29 | 15.0× | 2 |
| 2027 | $116M | -15.8% | $0.56 | $0.42–$0.71 | 12.3× | 1 |
Forward consensus · growth is YoY vs the prior fiscal-year estimate · Fwd P/E at the current price · source: Financial Modeling Prep
Beat consensus in 5 of the last 8 reported quarters
| Reported | Est. EPS | Actual | Surprise |
|---|---|---|---|
| 2026-08-10 | $0.11 | $0.15 | +42.3% |
| 2026-04-28 | $0.29 | $0.22 | -24.1% |
| 2026-02-10 | $0.27 | $0.26 | -3.7% |
| 2025-10-30 | $0.25 | $0.30 | +21.4% |
| 2025-07-29 | $0.26 | $0.26 | +0.0% |
| 2025-04-24 | $0.25 | $0.24 | -4.0% |
| 2025-02-10 | $0.23 | $0.32 | +39.1% |
| 2024-10-30 | $0.25 | $0.31 | +24.0% |
| $1.7B |
| — |
| IIPRInnovative Industrial Properties, Inc. | $57.53 | -0.33% | $1.7B | — |
| KREFKKR Real Estate Finance Trust Inc. | $7.80 | +1.83% | $502M | — |
Source: Financial Modeling Prep · peers by sector/industry
The hedgies have figured out the arb on $ARI liquidation 25% to 30% cash/cash upside
View on StockTwits ↗$ARI Q2 '26 Earnings Results & Recap • Reported GAAP EPS of $0.11 down -8.33% YoY • Reported revenue of $44.38M down -37.40% YoY
View on StockTwits ↗$ARI HEADS UP : As you are all aware, this fund is in liquidation stage. You have received the first payment. Be advised that all of these payments being made from the liquidation sales are being made in the form of ORDINARY DIVIDENDS, so you will be paying federal and state taxes on 100% of all monies you receive from ARI’s liquidation sales. Of course the cost bases will go to zero and you’ll have a larger long-term capital Loss, but that is not going to help you in the 2026 tax season filing. The way around this hefty tax bill is to sell the shares now and you will have zero taxes on the receipts (unless of course you have capital gains).
View on StockTwits ↗$ARI I’m holding my 5,750 shares through the liquidation. The BV is at $12.50 to $13.10 incl the $3.75 already paid. This leaves a net BV of est $8.75- $9.35. Deduct liquidation and legal expenses, taxes, wind down costs, adjustments to asset values will leave liquidation value at est $8.50 to $9.00 BALANCE, which beats the current sp of $6.69.
View on StockTwits ↗Sounds like $KREF will pursue a liquidation plan much like $ARI Book value over $10/share
View on StockTwits ↗$ARI joined the party, hope this start moving again
View on StockTwits ↗$ARI $ARI my Drip was $8770 and somehow Shareowner shows they paid $10.70 as purchase price today 7/16 but at no point did ARI trade anywhere near that the day range was $6.80 to $7.20 so hopefully Shareowner will correct the purchase price which is about $3000 error in Shareowner’s favor. I messaged Shareowner as they don’t show a phone number to call and inquire. I’m hoping the settlement price shows the correct price of todays purchase.
View on StockTwits ↗$ARI my Drip was $8770 and somehow Shareowner shows they paid $10.70 as purchase price today 7/16 but at no point did ARI trade anywhere near that the day range was $6.80 to $7.20 so hopefully Shareowner will correct the purchase price which is about $3000 error in the favor. I messaged Shareowner as they don’t show a phone number to call and inquire. I’m hoping the settlement price shows the correct price of todays purchase.
View on StockTwits ↗$ARI What the hell is going on with this thing my chart show it down from 10 this say its up aand this reit has a paultry 10% yield on commercial property?? Anybody follow this thing?
View on StockTwits ↗$MTEN Most will miss the 100x on MTEN, we are super early, 1.2$ extremely undervalued ticker, book value at 197$. Lets go! $ARI $ATAI $AMC $DGXX
View on StockTwits ↗$MTEN will shock the stock market today, Book value is 197$, and currently being traded at 1.2$, very undervalued despite the expansion deals! This can pop up anytime soon! We might see 50-100x on this ticker! $ARI $ATAI $VEEE $ATPC
View on StockTwits ↗$MTEN extremely undervalued, Book value 197$, currently at 1.2$, huge comeback soon! Lock in! $ARI $ATPC $ATAI $DXst From 1.2$ to 197$, that’s almost 200x, LFG!!
View on StockTwits ↗$ARI thought there was going to be a liquidation distribution? All I am seeing is the standard .25 dividend
View on StockTwits ↗Recent $TICKER stream from stocktwits.com — refreshed every 5 minutes. Sentiment tags are self-reported by posters. Not investment advice.