Apollo Commercial Real Estate Finance, Inc. Stock News

NEW YORK, June 10, 2025 (GLOBE NEWSWIRE) -- Apollo Commercial Real Estate Finance, Inc. (the “Company”) (NYSE:ARI) today announced the Board of Directors declared a dividend of $0.25 per share of common stock, which is payable on July 15, 2025 to common stockholders of record on June 30, 2025.

Apollo Commercial Real Estate Finance's high-risk model and history of dividend cuts make it a risky investment, with another dividend reduction potentially on the horizon. Despite recent efforts to improve its loan book and balance sheet, ARI's earnings and payout ratio signal potential ongoing financial stress. Shares trade at a premium valuation vs. peers, while the 10.1% dividend yield is n...

Management teams need to know when to shift from defense to offense. Apollo Commercial Real Estate Finance, Inc. is positioning itself to resume growth via higher lending activity. The commercial real estate sector may be turning a corner.

Apollo Commercial Real Estate Finance's dividend payout ratio exceeded 100% in 1Q25, raising short-term dividend sustainability concerns despite a minor earnings miss. The trust's portfolio grew to $7.7 billion, with a focus on first mortgage loans, but net interest income decreased by 18% YoY. Apollo Commercial Real Estate Finance trades at a 30% discount to book value, offering a favorable ri...

Apollo Commercial Real Estate Finance is a quality mortgage REIT delivering an 11% yield. ARI's diversified loan portfolio, low loan-to-value ratio, and strong liquidity position reduce risk and enhance stability. ARI has outperformed the mortgage REIT sector, with a total return of 136% over the past five years.

US equity markets resumed their recovery this week from the "liberation day" plunge after the White House negotiated trade deals with several nations and indicated plans to ease China tariffs. Trimming its drawdown to around 10% from its mid-February highs, the S&P 500 rallied 4.6% this week - erasing an early-week dip with four-straight days of gains. After posting significant outperformance l...

Apollo Commercial Real Estate Finance, Inc. (ARI) Q1 2025 Earnings Call Transcript

NEW YORK, April 24, 2025 (GLOBE NEWSWIRE) -- Apollo Commercial Real Estate Finance, Inc. (the “Company” or “ARI”) (NYSE:ARI) today reported results for the quarter ended March 31, 2025.