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

Apollo Commercial Real Estate Finance (NYSE:ARI) is anticipated to issue its Q2 2026 results after the market closes on Wednesday, July 29th. Analysts expect Apollo Commercial Real Estate Finance to post earnings of $0.09 per share and revenue of $34.6970 million for the quarter. Parties 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 quarterly earnings data on Wednesday, April 29th. The real estate investment trust reported $0.22 EPS for the quarter, missing the consensus estimate of $0.29 by ($0.07). The business had revenue of $58.63 million for the quarter, compared to analysts’ expectations of $77.85 million. Apollo Commercial Real Estate Finance had a net margin of 48.01% and a return on equity of 7.87%.

Apollo Commercial Real Estate Finance Stock Down 0.1%

Apollo Commercial Real Estate Finance stock opened at $6.76 on Monday. Apollo Commercial Real Estate Finance has a 1-year low of $6.65 and a 1-year high of $11.24. The business has a fifty day moving average price of $10.20 and a 200-day moving average price of $10.46. The company has a debt-to-equity ratio of 0.68, a current ratio of 81.81 and a quick ratio of 81.80. The stock has a market capitalization of $884.59 million, a price-to-earnings ratio of 8.35 and a beta of 1.35.

Apollo Commercial Real Estate Finance Increases Dividend

The firm also recently announced a quarterly dividend, which was paid on Wednesday, July 15th. Investors of record on Tuesday, June 30th were given a dividend of $3.75 per share. This is a positive change from Apollo Commercial Real Estate Finance’s previous quarterly dividend of $0.25. This represents a $15.00 annualized dividend and a yield of 221.7%. Apollo Commercial Real Estate Finance’s dividend payout ratio is currently 123.46%.

Insider Activity

In related news, Director Carmencita N.M. Whonder sold 4,574 shares of the company’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 transaction, the director directly owned 24,799 shares of the company’s stock, valued at $271,053.07. This represents a 15.57% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink. 0.52% of the stock is currently owned by insiders.

Institutional Trading of Apollo Commercial Real Estate Finance

Large investors have recently added to or reduced their stakes in the company. Invesco Ltd. increased its holdings in shares of Apollo Commercial Real Estate Finance by 13.6% in the fourth quarter. Invesco Ltd. now owns 1,244,477 shares of the real estate investment trust’s stock valued at $12,047,000 after purchasing an additional 149,220 shares during the period. Mercer Global Advisors Inc. ADV lifted its holdings in shares of Apollo Commercial Real Estate Finance by 18.1% during the fourth quarter. Mercer Global Advisors Inc. ADV now owns 46,312 shares of the real estate investment trust’s stock worth $448,000 after purchasing an additional 7,091 shares during the period. Mackenzie Financial Corp acquired a new stake in shares of Apollo Commercial Real Estate Finance during the fourth quarter worth about $1,255,000. VARCOV Co. acquired a new stake in shares of Apollo Commercial Real Estate Finance during the fourth quarter worth about $471,000. Finally, Tudor Investment Corp ET AL boosted its position in Apollo Commercial Real Estate Finance by 80.4% in the fourth quarter. Tudor Investment Corp ET AL now owns 584,800 shares of the real estate investment trust’s stock valued at $5,661,000 after buying an additional 260,670 shares during the last quarter. Hedge funds and other institutional investors own 54.43% of the company’s stock.

Analyst Upgrades and Downgrades

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

About Apollo Commercial Real Estate Finance

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.