Apollo Commercial Real Estate Finance appears to be in a precarious transition, as a dramatic Q2 2026 balance sheet reset to $2.1B in assets and $1.2B in cash suggests a significant portfolio restructuring or liquidation.
Price trend, volume and key moving averages
Trailing total returns as of 11/8/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q3 2026Latest Aug 10, 2026 | $0.15+42.3% vs $0.11 | $44M+27.9% vs $35M |
Q2 2026 Apr 28, 2026 | $0.22-24.1% vs $0.29 | $59M-24.7% vs $78M |
Q1 2026 Feb 10, 2026 | $0.26-3.7% vs $0.27 | $73M+5.1% vs $70M |
Q4 2025 Oct 30, 2025 | $0.30+21.4% vs $0.25 | $62M+25.4% vs $49M |
Greystone Housing Impact Investors trades at a massive 50% discount to net asset value. A single apartment JV sale returned $23.6 million in cash to redeploy into high-yielding bonds. Preferred equity agreements protect capital by forcing joint venture partners to absorb property-level losses first.
NEW YORK, Oct. 16, 2026 (GLOBE NEWSWIRE) -- Apollo Commercial Real Estate Finance, Inc. (the “Company”) (NYSE: ARI) today provided an update on its ongoing liquidation activities, including updates regarding the anticipated timing of delisting from the New York Stock Exchange (the “NYSE”) and the establishment of a liquidating trust for purposes of completing the wind-down process and dissolution of the Company in accordance with the Plan of Complete Liquidation and Dissolution (the “Plan”).
Apollo Commercial Real Estate Finance, Inc. (the “Company”) (NYSE: ARI) today announced that the Board of Directors declared an initial cash liquidating distribution of $4.10 per share of common stock, which is payable on October 29, 2026 (the “Payment Date”), to common stockholders of record on October 20, 2026 (the “Initial Liquidating Distribution”).
Apollo Commercial Real Estate Finance (NYSE: ARI - Get Free Report)'s share price reached a new 52-week low during mid-day trading on Thursday. The company traded as low as $6.25 and last traded at $6.2640, with a volume of 3991390 shares trading hands. The stock had previously closed at $6.41. Analysts Set New Price Targets
Benchmark ARI against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for Apollo Commercial Real Estate Finance, Inc. (ARI)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $2.32 | $303.8M | 2.31 | 1.28% | 50.56% | 7.78% | 43.85% | |
| $11.16 | $1.88B | -5.00 | -13.96% | -24.87% | -11.52% | 16.92% | |
| $5.66 | $363.94M | -1.63 | -22.72% | -52.69% | -18.4% | 17.68% | |
| $6.75 | $518.19M | 11.37 | -5.23% | 13.13% | 4.33% | 14.64% | |
| $3.34 | $16.1M | -0.11 | -25.45% | -131.14% | -28.29% | 64.86% | |
| $0.85 | $140.72M | -0.24 | 1725.96% | -228.91% | -42.2% | 79.55% |
Apollo Commercial Real Estate Finance, Inc. (ARI) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
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Apollo Commercial Real Estate Finance, Inc. (ARI) SEC filings — annual & quarterly reports (10-K, 10-Q)
Aug 11, 2026·SEC
Jul 13, 2026·SEC
Jun 16, 2026·SEC
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Apollo Commercial Real Estate Finance, Inc. (ARI) stock FAQ — growth, dividends, profitability & financials explained
Apollo Commercial Real Estate Finance, Inc. (ARI) reported $261.0M in revenue over the trailing twelve months. Revenue was $710.5M in fiscal year 2025. That is 119309% more than the $0.6M of fiscal year 2009.
Apollo Commercial Real Estate Finance, Inc. (ARI) revenue fell by 58.8% over the trailing twelve months, compared with the twelve months before.
Yes. Apollo Commercial Real Estate Finance, Inc. (ARI) earned $132.0M in net income over the trailing twelve months (a 50.6% net margin).
Yes. Apollo Commercial Real Estate Finance, Inc. (ARI) pays a dividend that yields 43.85% at the current price, a high yield.
Apollo Commercial Real Estate Finance, Inc. (ARI) had a return on equity (ROE) of 7.8% over the trailing twelve months. That is below the market's typical 10-15%.
Apollo Commercial Real Estate Finance, Inc. (ARI) generated Funds From Operations (FFO) of $146.8M in the trailing twelve months. FFO is the primary profitability metric for REITs.
Apollo Commercial Real Estate Finance, Inc. (ARI) offers a 43.85% dividend yield, which is attractive for income investors. REITs are required to distribute at least 90% of taxable income to shareholders.
