Apollo Commercial Real Estate Finance, Inc.
ARINYSE
$6.98
↓ -0.6%Jul 17 close · end-of-day
Price
1Y↑ +16.0%
End-of-day closes; the latest point is the live 15-min-delayed price · split & dividend adjusted · chart by TradingView
Key statistics
Market Cap
$975.2M
Enterprise Value
$848.3M
P/E
8.6
P/S
3.7
P/B
0.5
EV/EBITDA
—
PEG
—
FCF Yield
—
Dividend Yield
14.3%
Revenue (TTM)
$264.4M
Net Income (TTM)
$127.0M
Free Cash Flow (TTM)
—
Gross Margin
—
Operating Margin
—
Net Margin
48.0%
ROE
7.0%
ROIC
—
Debt / Equity
—
Net Cash
$126.8M
Return 1Y
+16.8%
Company profile
Apollo Commercial Real Estate Finance, Inc. operates as a real estate investment trust. It originates, acquires, invests in, and manages commercial first mortgage loans, subordinate financings, and other commercial real estate-related debt investments. It is qualified as a REIT under the Internal Revenue Code.
- CEO
- Stuart A. Rothstein
- Sector
- Finance, Insurance, And Real Estate
- Industry
- Trading
- Employees
- 0
- Headquarters
- New York
- Website
- apolloreit.com
Management & directors
- Mironova Anastasia G.CFO, Treasurer and Secretary
- Rothstein StuartPresident & CEO
Roles derived from SEC Form 4 filings.
Earnings
ARI Q1 2026 Earnings
Period ends 2026-03-31
MetricActualYoY
Revenue$58.6M↓ -10.9%
Diluted EPS$0.160.0%
Actuals from SEC filings; YoY vs the year-ago quarter. Analyst estimates & surprise require a data feed (coming soon).
Financial statements
| Line item | FY2020 | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 |
|---|---|---|---|---|---|---|
| Revenue | $278.7M | $284.5M | $303.6M | $344.6M | $303.7M | $271.6M |
| Gross profit | — | — | — | — | — | — |
| Operating income | — | — | — | — | — | — |
| Net income | $18.4M | $223.5M | $265.2M | $58.1M | -$119.6M | $126.7M |
| Diluted EPS | $0.01 | $1.46 | $1.68 | $0.29 | -$0.97 | $0.81 |
| Operating cash flow | $164.1M | $199.4M | $267.7M | $273.9M | $200.3M | $142.5M |
| Free cash flow | — | — | — | — | — | — |
| Gross margin | — | — | — | — | — | — |
| Operating margin | — | — | — | — | — | — |
| Net margin | 6.6% | 78.6% | 87.4% | 16.9% | -39.4% | 46.7% |
| Line item | Q2 '24 | Q3 '24 | Q4 '24 | Q1 '25 | Q2 '25 | Q3 '25 | Q4 '25 | Q1 '26 |
|---|---|---|---|---|---|---|---|---|
| Revenue | $81.1M | $71.6M | $70.5M | $65.8M | $70.9M | $61.6M | $73.3M | $58.6M |
| Gross profit | — | — | — | — | — | — | — | — |
| Operating income | — | — | — | — | — | — | — | — |
| Net income | $35.8M | -$91.5M | $40.7M | $26.0M | $20.7M | $50.8M | $29.2M | $26.2M |
| Diluted EPS | $0.23 | -$0.69 | $0.25 | $0.16 | $0.12 | $0.34 | $0.19 | $0.16 |
| Operating cash flow | $50.2M | $47.2M | $49.9M | $39.3M | $63.2M | $31.7M | $8.2M | $12.6M |
| Free cash flow | — | — | — | — | — | — | — | — |
| Gross margin | — | — | — | — | — | — | — | — |
| Operating margin | — | — | — | — | — | — | — | — |
| Net margin | 44.1% | -127.9% | 57.7% | 39.5% | 29.3% | 82.4% | 39.9% | 44.7% |
Company news
Analyst estimates
Coming soonConsensus revenue & EPS estimates and price targets will appear here once a forward-estimates data feed is connected.
Insider transactions
BoughtSoldMonthly insider $ volume · trailing 12 months
| Date | Insider | Type | Shares | Price | Value | Filing |
|---|---|---|---|---|---|---|
| 2026-05-13 | Whonder Carmencita N.M. | Sale | 4,574 | $10.93 | $49,993.36 | filing |
| 2026-04-01 | BIDERMAN MARK C | Award | 9,587 | $0.00 | $0.00 | filing |
| 2026-04-01 | Whonder Carmencita N.M. | Award | 9,587 | $0.00 | $0.00 | filing |
| 2026-04-01 | Carlton Pamela G | Award | 9,587 | $0.00 | $0.00 | filing |
| 2026-04-01 | SALVATI MICHAEL | Award | 9,587 | $0.00 | $0.00 | filing |
| 2026-04-01 | Kasdin Robert A | Award | 9,587 | $0.00 | $0.00 | filing |
| 2026-04-01 | Romando Brenna Haysom | Award | 9,587 | $0.00 | $0.00 | filing |
| 2026-04-01 | Prince Scott | Award | 9,587 | $0.00 | $0.00 | filing |
| 2026-01-30 | ROTHSTEIN STUART· President & CEO | Tax withholding | 61,485 | $10.68 | $656,659.80 | filing |
| 2026-01-30 | Mironova Anastasia G.· CFO, Treasurer and Secretary | Tax withholding | 6,385 | $10.68 | $68,191.80 | filing |
| 2025-12-30 | ROTHSTEIN STUART· President & CEO | Award | 109,452 | $0.00 | $0.00 | filing |
| 2025-12-30 | Mironova Anastasia G.· CFO, Treasurer and Secretary | Award | 34,825 | $0.00 | $0.00 | filing |
| 2025-12-15 | ROTHSTEIN STUART· President & CEO | Sale | 52,072 | $10.16 | $529,134.84 | filing |
| 2025-09-15 | ROTHSTEIN STUART· President & CEO | Sale | 52,073 | $10.78 | $561,268.83 | filing |
| 2025-06-16 | ROTHSTEIN STUART· President & CEO | Sale | 52,074 | $9.83 | $511,819.72 | filing |
Latest 15 transactions.
Fundamentals & filings from SEC EDGAR. Prices adjusted for splits & dividends. Not investment advice.