Inferra AI / Company / ARI
Apollo Commercial Real Estate Finance, Inc.
ARI · Real Estate
Last earnings Apr 29, 2026
Key results
Net incomequarter
$0.16
Net income available to common stockholders per diluted share of common stock was $0.16 for the quarter ended March 31, 2026.
SEC original ↗Apollo Commercial Real Estate Finance, Inc. — Earnings release (8-K exhibit)EX-99Apr 29, 2026
Diluted Distributable EPSquarter
$0.22
Diluted Distributable Earnings per share of common stock $0.22 $0.26 18 See footnotes on page 19 Footnotes 1.
SEC original ↗Apollo Commercial Real Estate Finance, Inc. — Presentation / slide deck (8-K exhibit)EX-99Apr 29, 2026
AI analysis
Q1 2026 · reported Apr 29, 2026
Based on: Earnings release + Q1 2026 deck + parent 8-K + 10-Q — transcript not held
Headline figures
| Metric | Q1 2026 | Prior qtr | Year ago |
|---|---|---|---|
| Net income | $0.16 | — | — |
| Diluted Distributable EPS | $0.22 | — | — |
Guidance · company-stated
No guidance located in the held release
Capital allocation
federal income tax law generally requires the Company to distribute annually at least 90% of its REIT taxable income, without regard to the deduction for dividends paid and excluding net capital gains, and that the Company pay tax at regular corporate rates to the extent that it annually distributes less than 100% of its net taxable income.
Given these requirements and the Company s belief that dividends are generally one of the principal reasons shareholders invest in a REIT, the Company generally intends over time to pay dividends to its stockholders in an amount equal to its net taxable income, if and to the extent authorized by the Company s board of directors.
Event summary
REPORTS FIRST QUARTER 2026 RESULTS
Based on: Earnings release + Q1 2026 deck + parent 8-K + 10-Q — transcript not held
Guidance & outlook
No guidance located in the held release
Capital allocation
federal income tax law generally requires the Company to distribute annually at least 90% of its REIT taxable income, without regard to the deduction for dividends paid and excluding net capital gains, and that the Company pay tax at regular corporate rates to the extent that it annually distributes less than 100% of its net taxable income.
SEC original ↗Apollo Commercial Real Estate Finance, Inc. — Earnings release (8-K exhibit)EX-99Apr 29, 2026
Given these requirements and the Company s belief that dividends are generally one of the principal reasons shareholders invest in a REIT, the Company generally intends over time to pay dividends to its stockholders in an amount equal to its net taxable income, if and to the extent authorized by the Company s board of directors.
SEC original ↗Apollo Commercial Real Estate Finance, Inc. — Earnings release (8-K exhibit)EX-99Apr 29, 2026
Distributable Earnings is a key factor considered by the Company s board of directors in setting the dividend and as such the Company believes Distributable Earnings is useful to investors.
SEC original ↗Apollo Commercial Real Estate Finance, Inc. — Earnings release (8-K exhibit)EX-99Apr 29, 2026
The Company believes it is useful to its investors to also present Distributable Earnings prior to realized loss on investments, in applicable periods, to reflect its operating results because (i) the Company s operating results are primarily comprised of earning interest income on its investments net of borrowing and administrative costs, which comprise the Company s ongoing operations and (ii) it has been a useful factor related to the Company s dividend per share because it is one of the considerations when a dividend is determined.
SEC original ↗Apollo Commercial Real Estate Finance, Inc. — Earnings release (8-K exhibit)EX-99Apr 29, 2026
(NYSE: ARI) is a real estate investment trust that primarily originates, acquires, invests in and manages performing commercial first mortgage loans, subordinate financings and other commercial real estate-related debt investments.
SEC original ↗Apollo Commercial Real Estate Finance, Inc. — Earnings release (8-K exhibit)EX-99Apr 29, 2026
Statements regarding the following subjects, among others, may be forward-looking: higher interest rates and inflation; market trends in the Company s industry, real estate values, the debt securities markets or the general economy; the timing and amounts of expected future fundings of unfunded commitments; the return on equity; the yield on investments; the ability to borrow to finance assets; the Company s ability to deploy the proceeds of its capital raises or acquire its target assets; and risks associated with investing in real estate assets, including changes in business conditions and the general economy.
SEC original ↗Apollo Commercial Real Estate Finance, Inc. — Earnings release (8-K exhibit)EX-99Apr 29, 2026
Strategy & priorities
Statements regarding the following subjects, among others, may be forward-looking: higher interest rates and inflation; market trends in the Company s industry, real estate values, the debt securities markets or the general economy; the timing and amounts of expected future fundings of unfunded commitments; the return on equity; the yield on investments; the ability to borrow to finance assets; the Company s ability to deploy the proceeds of its capital raises or acquire its target assets; and risks associated with investing in real estate assets, including changes in business conditions and the general economy.
SEC original ↗Apollo Commercial Real Estate Finance, Inc. — Earnings release (8-K exhibit)EX-99Apr 29, 2026
Risks & headwinds
Forward-looking statements are subject to substantial risks and uncertainties, many of which are difficult to predict and are generally beyond the Company s control.
SEC original ↗Apollo Commercial Real Estate Finance, Inc. — Earnings release (8-K exhibit)EX-99Apr 29, 2026
For a further list and description of such risks and uncertainties, see the reports filed by the Company with the Securities and Exchange Commission.
SEC original ↗Apollo Commercial Real Estate Finance, Inc. — Earnings release (8-K exhibit)EX-99Apr 29, 2026
The forward-looking statements, and other risks, uncertainties and factors are based on the Company s beliefs, assumptions and expectations of its future performance, taking into account all information currently available to the Company.
SEC original ↗Apollo Commercial Real Estate Finance, Inc. — Earnings release (8-K exhibit)EX-99Apr 29, 2026
Forward-looking statements are subject to substantial risks and uncertainties, many of which are difficult to predict and are generally beyond management s control.
SEC original ↗Apollo Commercial Real Estate Finance, Inc. — Presentation / slide deck (8-K exhibit)EX-99Apr 29, 2026
New risks and uncertainties arise over time, and it is not possible for management to predict those events or how they may affect ARI.
SEC original ↗Apollo Commercial Real Estate Finance, Inc. — Presentation / slide deck (8-K exhibit)EX-99Apr 29, 2026
Legal Proceedings 49 Item 1A.
SEC original ↗Apollo Commercial Real Estate Finance, Inc. — 10-Q Quarterly report10-QAug 10, 2026
Earnings deck slides
0 decks with slide viewApollo Commercial Real Estate Finance, Inc. — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.
Apollo Commercial Real Estate Finance, Inc. — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.
Apollo Commercial Real Estate Finance, Inc. — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.
Apollo Commercial Real Estate Finance, Inc. — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.
Apollo Commercial Real Estate Finance, Inc. — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.
Apollo Commercial Real Estate Finance, Inc. — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.
Apollo Commercial Real Estate Finance, Inc. — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.
Apollo Commercial Real Estate Finance, Inc. — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.
Apollo Commercial Real Estate Finance, Inc. — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.
Competitors
Competitors & peers
Same GICS sector — classification peers, not declared competitors
Filings
35 documents- Q3 2026
- 8-KARI
- Q2 2026
- 8-KARI
- 8-KARI
- 8-KARI
- 10-QARI
- 8-KARI
- Q1 2026
- 8-KARI
- 8-KARI
- 8-KARI
- 10-QARI
- 8-KARI
- EX-99ARI
- 8-KARI
- Q4 2025
- 8-KARI
- EX-99ARI
- 10-KARI
- 8-KARI
- Q3 2025
- 8-KARI
- EX-99ARI
- 10-QARI
- Q2 2025
- 8-KARI
- 10-QARI
- Q1 2025
- 8-KARI
- 8-KARI
- 10-QARI
- Q4 2024
- 8-KARI
- EX-99ARI
- 10-KARI
- Q3 2024
- 8-KARI
- 10-QARI
- Q2 2024
- 8-KARI
- EX-99ARI
- 10-QARI
- Q1 2024
- 8-KARI
- 8-KARI
Earnings releases
9 documentsPresentations
9 documents
Transcripts
0 documentsNo transcripts for Apollo Commercial Real Estate Finance, Inc. are held in this edition of the library.
See also the earnings calendar for every tracked company’s next earnings date.