ARI — Apollo Commercial Real Estate Finance, Inc. Stock Price, Chart & AI Report

Neutral Feb 11, 2026 • 15:37 UTC The Motley Fool • Motley Fool Transcribing

Apollo Commercial ARI Q4 2025 Earnings Transcript

Apollo Commercial Real Estate Finance (ARI) reported Q4 2025 distributable earnings of $0.26 per share and full-year earnings of $0.98 per share. The company grew its loan portfolio by $1.6 billion to $8.8 billion, with over 60% consisting of post-2022 originations. Management is evaluating strategic alternatives including potential dissolution, with a planned Q1 dividend of $0.25 per share. The stock trades at $10.76, below the reported book value of $12.14, with management expecting the gap to narrow as strategy clarity improves.

ARI earnings loan portfolio growth strategic alternatives dividend real estate finance book value REO assets

Sentiment note

The company demonstrated solid operational performance with portfolio growth and stable credit metrics, but faces uncertainty regarding its strategic direction. The stock trades at a discount to book value ($10.76 vs $12.14), and management is still in early stages of evaluating strategic alternatives. While earnings and origination activity are positive, the lack of clarity on future strategy and the ongoing 'go-shop' period create near-term uncertainty that offsets operational strengths.

Neutral Jan 29, 2026 • 13:30 UTC Benzinga • Globe Newswire

Apollo Commercial Real Estate Finance, Inc. Announces 2025 Dividend Income Tax Treatment

Apollo Commercial Real Estate Finance (ARI) announced the federal income tax treatment of its 2025 distributions on common stock and preferred stock. The company disclosed that distributions will be reported on Form 1099-DIV with specified allocations between ordinary dividends, qualified dividends, non-dividend distributions, and Section 199A dividends. Common stock distributions totaled $0.844074 per share for 2025, while preferred stock distributions remained at $0.453125 per share quarterly.

ARI dividend tax treatment Form 1099-DIV REIT distributions commercial real estate finance qualified dividends Section 199A

Sentiment note

This is a routine tax disclosure announcement providing factual information about dividend tax treatment for shareholders. There is no indication of positive or negative business developments; it is purely administrative guidance for tax reporting purposes. The company maintained consistent quarterly distributions throughout 2025.

Positive Jan 28, 2026 • 12:00 UTC GlobeNewswire Inc. • Na

Apollo Commercial Real Estate Finance, Inc. Announces Entry Into Definitive Agreement to Sell Commercial Real Estate Loan Portfolio

Apollo Commercial Real Estate Finance (ARI) announced a definitive agreement to sell its approximately $9 billion commercial real estate loan portfolio to Athene Holding Ltd. for 99.7% of total loan commitments. Following the sale, ARI expects to have approximately $1.4 billion in net cash and $12.05 per share in common stockholders' equity. The transaction, expected to close in Q2 2026, requires stockholder approval and includes a 25-day period for ARI to solicit alternative proposals. ARI plans to evaluate new commercial real estate strategies and pursue strategic M&A opportunities to reposition the company.

ARI APO APOS APOPA loan portfolio sale commercial real estate Athene Holding stockholder value

Sentiment note

The transaction validates the company's book value with a ~23% premium to recent trading levels, provides immediate liquidity of $1.4 billion in net cash, and positions the company for future growth with a refreshed strategy. The deal offers certainty of execution and allows the company to emerge as a well-capitalized REIT with a clear runway for new initiatives.

Positive Sep 9, 2025 • 20:15 UTC Benzinga • Globe Newswire

Apollo Commercial Real Estate Finance, Inc. Declares Quarterly Common Stock Dividend

Apollo Commercial Real Estate Finance announced a quarterly dividend of $0.25 per share, payable on October 15, 2025 to stockholders of record as of September 30, 2025.

ARI APO APOS APOPA dividend real estate investment REIT

Sentiment note

Company is maintaining consistent dividend payments, indicating financial stability and commitment to shareholder returns

Positive Jun 10, 2025 • 20:15 UTC Benzinga • Globe Newswire

Apollo Commercial Real Estate Finance, Inc. Declares Quarterly Common Stock Dividend

Apollo Commercial Real Estate Finance, Inc. (ARI) announced a quarterly common stock dividend of $0.25 per share, payable on July 15, 2025 to stockholders of record on June 30, 2025.

ARI Apollo Commercial Real Estate Finance dividend

Sentiment note

The company declared a quarterly common stock dividend, which is a positive sign for investors.

Positive Mar 11, 2025 • 20:15 UTC Benzinga • Globe Newswire

Apollo Commercial Real Estate Finance, Inc. Declares Quarterly Common Stock Dividend

Apollo Commercial Real Estate Finance, Inc. (ARI) announced a quarterly common stock dividend of $0.25 per share, payable on April 15, 2025 to stockholders of record on March 31, 2025.

ARI Apollo Commercial Real Estate Finance dividend

Sentiment note

The company declared a quarterly common stock dividend, which is a positive sign for investors.

Positive Dec 10, 2024 • 21:15 UTC Benzinga • Globe Newswire

Apollo Commercial Real Estate Finance, Inc. Declares Quarterly Common Stock Dividend

Apollo Commercial Real Estate Finance, Inc. (ARI) announced a quarterly common stock dividend of $0.25 per share, payable on January 15, 2025 to stockholders of record on December 31, 2024.

ARI Apollo Commercial Real Estate Finance dividend

Sentiment note

The company declared a quarterly common stock dividend, indicating financial stability and shareholder returns.

Neutral Sep 11, 2024 • 20:30 UTC Benzinga • Globe Newswire

Apollo Commercial Real Estate Finance, Inc. Declares Quarterly Common Stock Dividend

Apollo Commercial Real Estate Finance, Inc. (ARI) announced a quarterly common stock dividend of $0.25 per share, reflecting the impact of its focus loans and anticipated declines in floating interest rate benchmarks.

ARI Apollo Commercial Real Estate Finance dividend real estate investment trust

Sentiment note

The article announces a quarterly dividend, which is a positive sign, but also mentions the impact of the company's focus loans and anticipated declines in interest rate benchmarks, which could negatively affect operating earnings.

Unknown Jun 27, 2024 • 14:32 UTC Zacks Investment Research • Zacks Equity Research

Implied Volatility Surging for Apollo Commercial Finance (ARI) Stock Options

Investors need to pay close attention to Apollo Commercial Finance (ARI) stock based on the movements in the options market lately.

ARI

Unknown Jun 25, 2024 • 11:45 UTC Seeking Alpha • Jussi Askola, CFA

Sell Alert: 3 REITs That Could Cut Their Dividend

Not all REITs are in a position to grow their dividend. Click here to read why CCI, OHI, AGNC stocks will likely cut their dividend.

MPW DEA GNL SVC

Unknown Jun 18, 2024 • 11:30 UTC Seeking Alpha • Jussi Askola, CFA

Sell Alert: 5 REITs That Could Cut Their Dividends

Most REITs continue to grow their dividend payments, but there are exceptions. Check out five REITs that are at high risk of cutting their dividends.

ARI DEA GNL KREF

Unknown Jun 11, 2024 • 20:15 UTC GlobeNewswire Inc. • Apollo Commercial Real Estate Finance, Inc.

Apollo Commercial Real Estate Finance, Inc. Declares Quarterly Common Stock Dividend

NEW YORK, June 11, 2024 (GLOBE NEWSWIRE) -- Apollo Commercial Real Estate Finance, Inc. (the “Company”) (NYSE:ARI) today announced the Board of Directors declared a dividend of $0.35 per share of common stock, which is payable on July 15, 2024 to common stockholders of record on June 28, 2024.

ARI Dividend Reports and Estimates