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NYSE · REIT - Mortgage · USD

Apollo Commercial Real Estate Finance, Inc. (ARI) Stock Analysis

Apollo Commercial Real Estate Finance, Inc. (ARI) is a REIT - Mortgage stock listed on NYSE and quoted in US Dollar.

ARI

$6.88

$0.00 (0.00%)

Sep 4, 2026 · Market close

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Price History

Hover for the daily close. The dotted line marks the period open.

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ARI Key Statistics

As of Sep 4, 2026
Trading
Open
$6.85
Previous Close
$6.88
Day's Range
6.85–6.91
52-Week Range
6.43–11.24
Volume
1.06M
BetaHow much the share price moves relative to the wider market. 1.0 moves in line with it; above 1.0 swings more, below 1.0 less.
1.45
Valuation
Market Cap
$884.39M
P/E Ratio
8.60
Forward P/EShare price divided by forecast earnings for the year ahead, rather than the year just past.
30.31
PEG RatioThe P/E ratio divided by the expected earnings growth rate. It puts a high P/E in the context of how fast profits are growing.
1.33
P/S ratioMarket value divided by annual revenue. Useful for companies that are not yet profitable, where a P/E cannot be calculated.
1.42
EPS (ttm)Profit attributable to each share over the last twelve months.
0.80
Financials (FY)
Revenue (FY)
$272.83M+39.44%
Net Income (FY)
$126.72M
Profit marginThe share of revenue left as profit after all costs and taxes.
21.14%
Shares OutstandingThe total number of shares held by all investors. Market value is this figure multiplied by the share price.
128.54M
1-Year Return
+5.64%
Dividend and dates
Dividend
$1.00+14.53%
Ex-Dividend Date
July 16, 2026
Earnings Date
October 29, 2026estimated
Avg Volume
4.31M

Only metrics the company reports are shown. Data provided by Yahoo Finance via yfinance. Updated daily.

ARI Stock Return by Calendar Year

Calendar-year returns computed from daily closing prices. Partial years are shown muted and marked with an asterisk.

YearReturn
2026 (partial year)+13.01%
2025+23.83%
2024−16.51%
2023+24.46%
2022−7.12%
2021+29.66%
2020−29.03%
2019+21.15%
2018−0.03%
2017+22.51%
2016 (partial year)+7.57%

As of September 4, 2026.

ARI Revenue and Earnings by Fiscal Year

FY ends December
Fiscal yearRevenueNet incomeNet margin
2025$272.83M$126.72M46.4%
2024$195.66M−$119.64M−61.1%
2023$266.01M$58.13M21.9%
2022$368.76M$265.23M71.9%
Fiscal yearRevenueGross profitOperating incomeNet incomeNet margin
2025$272.83M——$126.72M46.4%
2024$195.66M——−$119.64M−61.1%
2023$266.01M——$58.13M21.9%
2022$368.76M——$265.23M71.9%

Annual figures as reported, in the company's reporting currency. As of December 31, 2025.

ARI Dividend History

$1.00−16.7% vs 2024

Dividends per share, 2025 · 4 payments

YearDividends per sharePaymentsChange
2026*$4.002—
2025$1.004−16.7%
2024$1.204−14.3%
2023$1.404+0.0%
YearDividends per sharePaymentsChange
2026 (partial year)$4.002—
2025$1.004−16.7%
2024$1.204−14.3%
2023$1.404+0.0%
2022$1.404+0.0%
2021$1.404−3.4%
2020$1.454−21.2%
2019$1.844+0.0%
2018$1.844+0.0%
2017$1.844+100.0%
2016$0.922—

Most recent payment: $2.00 per share, ex-dividend July 16, 2026. Per-share amounts summed by calendar year from ex-dividend dates. Partial years are shown muted and marked with an asterisk.

ARI Valuation vs REIT - Mortgage Median

Median of 49 stocks
MetricARIREIT - Mortgage medianvs median
P/E8.608.731% below
P/S ratio1.424.550.3x the median
Profit margin21.14%48.95%27.8 pts below

Medians across 49 REIT - Mortgage stocks that report the metric. Medians, not averages, so one outlier cannot move them. As of September 4, 2026.

Recent News

News provided by third-party sources. Not financial advice.

Analysis

Data-derived

Company Overview

Apollo Commercial Real Estate Finance, Inc. (ARI) is capitalised at $884.39M on the latest close. The company sits in the Real Estate sector, in the REIT - Mortgage industry.

The 52-week range on file runs from $6.43 to $11.24. The most recent close on file for ARI is $6.88, dated September 4, 2026. The close was unchanged from the previous session. The latest close sits 7% above that 52-week low.

Financial Health

The most recent full year on file, fiscal 2025, shows revenue of $272.83M. Against the prior fiscal year total of $195.66M, that is a change of +39.44%. Net income for the same year was $126.72M. Profit margin runs at 21.14%. That is 27.8 percentage points below the REIT - Mortgage median of 48.95%. Earnings per share on a trailing basis come to 0.8.

Across the 4 fiscal years on file, revenue moves from $368.76M in 2022 to $272.83M in 2025. Of those 4 years, 3 report positive net income.

Valuation Assessment

The trailing P/E ratio stands at 8.6. That is 1.49% below the REIT - Mortgage median of 8.73. On forward earnings the ratio is 30.31. The PEG ratio, which sets the P/E against expected earnings growth, reads 1.33. Measured against sales, the shares trade at 1.42 times revenue. On price-to-sales that is 0.3 times the REIT - Mortgage median of 4.55. 49 REIT - Mortgage companies report these metrics, and the medians quoted come from that group.

The trailing one-year price return is +5.64%. Across 10 years the annualized return works out at +6.87%. Beta against the wider market is reported at 1.45. Daily returns over the trailing 10 years annualize to a volatility of 44.08%.

Growth & Income

Shareholders receive a dividend, yielding 14.53% on the latest price. That is 1.4 percentage points above the REIT - Mortgage median yield of 13.14%. At the indicated rate that is $1.00 a share a year. The ex-dividend date on file is July 16, 2026. Dividends are recorded for 11 calendar years; 2026 shows 2 payments totalling $4.00 a share. The year before, 2025, totalled $1.00 a share.

2026 is still running; the price is +13.01% year to date. Across the complete calendar years on file, 2021 returned +29.66% and 2020 returned −29.03%. Of the 9 complete calendar years on file, 5 finished higher.

Peer Comparison

Apollo Commercial Real Estate Finance, Inc. (ARI) operates in the REIT - Mortgage industry. Here is how it compares to its closest peers by market capitalization:

Company Ticker Market Cap P/E Ratio
Apollo Commercial Real Estate Finance, Inc. ARI $884.39M 8.6
Annaly Capital Management, Inc. NLY $17.19B 5.5
AGNC Investment Corp. AGNC $12.63B 5.3
Starwood Property Trust, Inc. STWD $6.11B 26.8

The REIT - Mortgage industry average P/E ratio is 8.7x. Apollo Commercial Real Estate Finance, Inc. trades at a P/E of 8.6.

Every figure above is read from this page's own data on each nightly rebuild. Informational only, not financial advice. As of September 4, 2026.

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 RITM

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 DX

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About Apollo Commercial Real Estate Finance, Inc.

Apollo Commercial Real Estate Finance, Inc. operates as a real estate investment trust that originates, acquires, invests in, and manages commercial first mortgage loans, subordinate financings, and other commercial real estate-related debt investments. The company is qualified as a REIT under the Internal Revenue Code. As a REIT, it would not be subject to federal income taxes, if the company distributes at least 90% of its REIT taxable income to its stockholders. Apollo Commercial Real Estate Finance, Inc. was incorporated in 2009 and is based in New York, New York.

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