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ARI

Apollo Commercial Real Estate

ARI

Market cap $837M

6.51 USD

-0.06

0.91%

At close Updated Sep 15, 4:00 PM EDT

Pre-market

After hours

6.52

+0.01

0.15%

1 day

-0.91%

5 days

-4.12%

1 month

-4.69%

3 months

-38.93%

6 months

-36.98%

Year to date

-33.98%

1 year

-39.55%

5 years

-57.14%

10 years

-61.06%

About: 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.

Real Estate Mortgage REIT

News

Positive

Neutral

Negative

Sentiment 3-Months

Positive 33.3%

Neutral 44.4%

Negative 22.2%

Dirt Cheap Income Opportunity, Generational Upside Potential, Yield +13%

Commercial borrowers faced intense debt-service pressure when floating rates surged against fixed cap rates; with rates now plateaued, the pace of new default formation has materially slowed. Non-recourse commercial mortgages grant lenders clear, established paths to take over physical collateral without destructive bankruptcy delays; mREITs have the flexibility to operate and lease foreclosed properties rather than fire-selling. The liquidation of Apollo Commercial's loan portfolio at 99.7% of book value conclusively demonstrated that secondary market +40% discounts vastly overestimate realized credit impairments.

Dirt Cheap Income Opportunity, Generational Upside Potential, Yield +13%

Undercovered Dozen: Blue Owl Capital, Archer Aviation, Apollo Commercial And More

The Undercovered Dozen series spotlights 12 lesser-covered stocks featured on Seeking Alpha. This curated selection aims to provide fresh investment ideas and foster community discussion around under-the-radar equities. Readers are encouraged to engage, share perspectives, and highlight additional overlooked investment opportunities.

Undercovered Dozen: Blue Owl Capital, Archer Aviation, Apollo Commercial And More

Apollo Commercial: A 20% Liquidation Opportunity Hiding In Plain Sight

Apollo Commercial Real Estate Finance has transitioned from a commercial REIT to a liquidation stub after selling its loan portfolio for $8.6 billion. At $6.84 per share, ARI offers 13–24% upside if liquidation proceeds as management estimates, with a Buy rating justified by the current discount. The September 29 shareholder vote on liquidation is pivotal; approval could yield $7.75-8.50 per share in distributions by 2028.

Apollo Commercial: A 20% Liquidation Opportunity Hiding In Plain Sight

Apollo Commercial's Liquidation: Buy, Sell, Or Hold?

Apollo Commercial Real Estate Finance, Inc., has scheduled a special meeting for September 29, 2026, to vote on a formal Plan of Complete Liquidation and Dissolution; HDO recommends voting "FOR." Within 30 days of shareholder approval (expected late October 2026), ARI will distribute excess balance sheet cash of $3.70 to $4.00 per share. Following the initial cash payout, ARI will convert into a Liquidating Trust managed at a reduced 0.50% base fee on net assets.

Apollo Commercial's Liquidation: Buy, Sell, Or Hold?

Zacks Investment Research

New Strong Sell Stocks for August 4th

ARI, BEP and BLDR have been added to the Zacks Rank #5 (Strong Sell) List on August 4th, 2026.

New Strong Sell Stocks for August 4th

The REIT Recovery Broadens Beyond Rates

As REIT earnings season kicks into gear this week, we preview results and major sector trends based on recent operating indicators, company commentary, and real estate market data. REITs enter earnings season with solid momentum, outperforming the market despite elevated Treasury yields and geopolitical volatility, as investors refocus on earnings growth, property fundamentals, dividends, M&A, and capital allocation. Encouraging green shoots have become more plentiful, including resilient hotel demand, robust senior housing growth, improving apartment and industrial fundamentals, and a rebound in retail leasing following a softer Q1.

The REIT Recovery Broadens Beyond Rates

Apollo Commercial Real Estate Finance, Inc. Announces Update Regarding Previously Announced Common Stock Dividend

NEW YORK, June 24, 2026 (GLOBE NEWSWIRE) -- Apollo Commercial Real Estate Finance, Inc. (the “Company” or “ARI”) (NYSE:ARI) today announced that in connection with the Company's previously announced dividend of $3.75 per share of common stock, which is payable on July 15, 2026, to common stockholders of record on June 30, 2026, that the ex-dividend date for this dividend will be July 16, 2026.

Apollo Commercial Real Estate Finance, Inc. Announces Update Regarding Previously Announced Common Stock Dividend

Apollo Commercial Being Liquidated, Showing Investors How To Profit (Downgrade)

Apollo Commercial Real Estate Finance, Inc. is pursuing liquidation, pending shareholder approval, after failing to find a viable path forward. ARI will return cash to shareholders and attempt to sell its $466M REO portfolio, with a special $3.75/share dividend declared. The current market price ($11/share) trades at a modest 8.3% discount to book value ($12/share), reflecting uncertainty around asset liquidation values.

Apollo Commercial Being Liquidated, Showing Investors How To Profit (Downgrade)

Apollo Commercial Real Estate Finance, Inc. Declares Quarterly Common Stock Dividend and Provides Update on Review of Strategic Alternatives

NEW YORK, June 15, 2026 (GLOBE NEWSWIRE) -- Apollo Commercial Real Estate Finance, Inc. (the “Company” or “ARI”) (NYSE:ARI) today announced the Board of Directors declared a dividend of $3.75 per share of common stock, which is payable on July 15, 2026 to common stockholders of record on June 30, 2026. The dividend payment will be predominately classified as return of capital.

Apollo Commercial Real Estate Finance, Inc. Declares Quarterly Common Stock Dividend and Provides Update on Review of Strategic Alternatives

My Dividend Stock Portfolio: New April Dividend Record - 100 Holdings With 5 Buys

April net investment activity reached a multi-year low as rising stock valuations and BDC sector weakness prompted a cautious approach and selective BDC purchases. Focused April allocations on Ares Capital, Blue Owl Capital, and Hercules Capital, yielding a 7.5% average on new investments despite sector headwinds. Dividend income set a modest April record at $990, up 3% year-over-year, with BDCs contributing 27% of Q2 year-to-date dividends but facing potential further cuts.

My Dividend Stock Portfolio: New April Dividend Record - 100 Holdings With 5 Buys

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