Apollo Commercial Real Estate

ARI

Market cap $1.48B

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Apollo Commercial Real Estate Finance, Inc. (ARI) Q4 2025 Earnings Call Transcript

Apollo Commerical Finance (ARI) came out with quarterly earnings of $0.26 per share, missing the Zacks Consensus Estimate of $0.27 per share. This compares to earnings of $0.32 per share a year ago.

NEW YORK, Feb. 10, 2026 (GLOBE NEWSWIRE) -- Apollo Commercial Real Estate Finance, Inc. (the “Company” or “ARI”) (NYSE: ARI) today reported results for the quarter and year ended December 31, 2025.

Validated Book Value: Selling for 99.7% of par confirms Apollo Commercial Real Estate Finance, Inc.'s intrinsic value of approximately $12.05 per share. Massive Cash Position: Post-transaction, ARI emerges with $1.4 billion in net cash and minimal debt. Dividend Continuity: Management intends to maintain the $0.25 quarterly dividend for Q1, targeting an 8% yield on post-transaction book value.

Apollo Commercial: Interesting Transaction In The CRE Space

NEW YORK, Jan. 30, 2026 (GLOBE NEWSWIRE) -- Apollo Commercial Real Estate Finance, Inc. (the “Company” or “ARI”) (NYSE:ARI), today announced the Company will hold a conference call to review its fourth quarter and full year 2025 financial results on Wednesday, February 11, 2026 at 10:00 a.m. Eastern Time. The Company's fourth quarter and full year 2025 financial results will be released after the market closes on Tuesday, February 10, 2026. During the conference call, Company officers will review fourth quarter and full year 2025 performance, discuss recent events and conduct a question-and-answer period.

Apollo Commerical Finance (ARI) witnessed a jump in share price last session on above-average trading volume. The latest trend in FFO estimate revisions for the stock doesn't suggest further strength down the road.

NEW YORK, Jan. 29, 2026 (GLOBE NEWSWIRE) -- Apollo Commercial Real Estate Finance, Inc. (the “Company” or “ARI”) (NYSE:ARI) today announced the estimated federal income tax treatment of the Company's 2025 distributions on its common stock (CUSIP #03762U105) and its 7.25% Series B-1 Cumulative Redeemable Perpetual Preferred Stock. The federal income tax classification of the 2025 distributions on the Company's common stock as it is expected to be reported on Form 1099-DIV is set forth in the following table ($ per share): Record Date Payable Date Total Distribution Per Share OrdinaryDividend QualifiedDividend Non-dividendDistribution Section 199A Dividend (1 ) 12/31/2024 01/15/2025 $0.250000 $0.250000 $0.004953 - $0.245047 03/31/2025 04/15/2025 $0.250000 $0.250000 $0.004953 - $0.245047 06/30/2025 07/15/2025 $0.250000 $0.250000 $0.004953 - $0.245047 09/30/2025 10/15/2025 $0.250000 $0.250000 $0.004953 - $0.245047 12/31/2025 01/15/2026 $0.094074 $0.094074 $0.001864 - $0.092210 (1) May be eligible for a 20% deduction under Section 199A of the Internal Revenue Code of 1986, as amended (the “IRC”).

Apollo Commercial Real Estate Finance, Inc. (ARI) M&A Call Transcript