STOCK Act, US House only, disclosed up to 45 days after the trade
Funds added, last quarter
148
13F, latest reported quarter
What the filings say about ARI
Insiders, 180 days
-$56.6K net sold
2 sellers · 0% of sales under a 10b5-1 plan
Planned sales (Form 144), 90 days
$6.6K
1 notice
Apollo Commercial Real Estate Finance insider trades (Form 4)
Form 4 buys and sells (codes P and S). Grants, option exercises
and conversions excluded.
Over the last 180 days, Apollo Commercial Real Estate Finance, Inc. insiders sold a net $56.6K of stock across 28 Form 4 purchases and sales, with no insider buying. Source: SEC Form 4 filings, as of 2026-10-28.
7 earlier Form 4 trades (code P or S) here by this insider (1 buy, 6 sales), the last on Jun 16, 2025.
The trade is 18.5% of the 281,781 shares held after it.
No other insider sold within 30 days.
148 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: President & CEO ROTHSTEIN STUART sold about $561.3K of ARI on Sep 15, 2025, the largest insider sale at the company on our record; 148 funds added in the latest 13F quarter.
28 transactions on record
Since filing: total return from the first close after the filing to the latest close, dividend-adjusted. Not a forecast.
Context lines are counts over the filings above and returns from our own price history, never a price level. Not investment advice.
Nobody has filed for crossing 5%. That is a fact, not missing data.
ARI planned insider sales (Form 144)
Notice of intent to sell, filed before any sale
SALVATI MICHAEL
Filed 2026-08-25
$6.6K
ARI mutual fund holders (N-PORT)
Funds ranked by the share of their own portfolio in this stock (N-PORT).
WisdomTree Private Credit and Alternative Income Fund
$1.7M position · as of 2026-05-31
3.3%
iShares Mortgage Real Estate ETF
$16.5M position · as of 2026-06-30
3.0%
VanEck Mortgage REIT Income ETF
$11.8M position · as of 2026-06-30
2.9%
Global X SuperDividend REIT ETF
$5.7M position · as of 2026-07-31
2.4%
Invesco S&P SmallCap High Dividend Low Volatility ETF
$1.6M position · as of 2026-05-31
2.3%
Hoya Capital High Dividend Yield ETF
$1.3M position · as of 2026-05-31
1.2%
SEC N-PORT, monthly, about 60 days late · funds ≥ $10M ·
% is the share of the fund's own portfolio
Executive pay vs shareholder return
CEO pay, headline and as actually paid, against the company's
return and its chosen peers' (DEF 14A).
FY
CEO total
Actually paid
Other execs, avg
TSR
Peer TSR
2025
$1.1M
$1.4M
$956.5K
+55%
+12%
2024
$743.7K
$34.9K
$703.8K
+28%
-2%
2023
$1.1M
$1.7M
$1.0M
+52%
-2%
2022
$2.2M
$1.5M
$1.2M
+23%
-15%
2021
$2.2M
$3.1M
$362.0K
+34%
+17%
Tagged by the company under SEC Item 402(v). Returns are
cumulative from the start of the disclosure period. Green where the company beat its own peer group.
Live price
Daily candles from TradingView, under their licence. No filings marked.
Why this name is on the desk
Insiders have filed to sell, before selling.
The record shows a net $56.6K sold by insiders over 180 days, 148 funds added last quarter, $6.6K in planned Form 144 sales. Each figure is a federal filing, dated the day it went public.
Ratios from the company's XBRL filings, latest filings
Revenue, TTM
$237.9M
four quarters, 2025-07-01 to 2026-06-30
Revenue, TTM ARI
FY Dec 2025
$271.6M
FY Dec 2024
$303.7M
FY Dec 2023
$344.6M
FY Dec 2022
$303.6M
FY Dec 2021
$284.5M
Jun 2026
$44.4M
Mar 2026
$58.6M
Dec 2025
$73.3M
Sep 2025
$61.6M
Jun 2025
$70.9M
Mar 2025
$65.8M
Dec 2024
$70.5M
Sep 2024
$71.6M
At each fiscal year end
Single quarter
Net margin, TTM
+55.5%
net income over revenue, 2025-07-01 to 2026-06-30
Net margin, TTM ARI
FY Dec 2025
+46.7%
FY Dec 2024
-39.4%
FY Dec 2023
+16.9%
FY Dec 2022
+87.4%
FY Dec 2021
+78.6%
Jun 2026
+58.1%
Mar 2026
+44.7%
Dec 2025
+39.9%
Sep 2025
+82.4%
Jun 2025
+29.3%
Mar 2025
+39.5%
Dec 2024
+57.7%
Sep 2024
-127.9%
At each fiscal year end
Single quarter
Free cash flow, TTM
n/a
capex not filed for the four quarters
Free cash flow, TTM ARI
FY Dec 2025
n/a
FY Dec 2024
n/a
FY Dec 2023
n/a
FY Dec 2022
n/a
FY Dec 2021
n/a
Jun 2026
n/a
Mar 2026
n/a
Dec 2025
n/a
Sep 2025
n/a
Jun 2025
n/a
Mar 2025
n/a
Dec 2024
n/a
Sep 2024
n/a
At each fiscal year end
Single quarter
Debt to equity
0.62x
long-term debt only, 2021-09-30 (57 months older than the period end); equity 2026-06-30
Debt to equity ARI
FY Dec 2025
0.42x
FY Dec 2024
0.41x
FY Dec 2023
0.35x
FY Dec 2022
0.33x
FY Dec 2021
0.34x
Jun 2026
0.62x
Mar 2026
0.43x
Dec 2025
0.42x
Sep 2025
0.42x
Jun 2025
0.42x
Mar 2025
0.42x
Dec 2024
0.41x
Sep 2024
0.41x
At each fiscal year end
Trailing four quarters at each quarter end
Cash flow to debt
0.11x
TTM operating cash flow over long-term debt only, 2021-09-30 (57 months older than the period end)
Cash flow to debt ARI
FY Dec 2025
0.18x
FY Dec 2024
0.26x
FY Dec 2023
0.35x
FY Dec 2022
0.35x
FY Dec 2021
0.26x
Jun 2026
0.11x
Mar 2026
0.15x
Dec 2025
0.18x
Sep 2025
0.24x
Jun 2025
0.26x
Mar 2025
0.24x
Dec 2024
0.26x
Sep 2024
0.23x
At each fiscal year end
Trailing four quarters at each quarter end
Return on equity
+8.5%
TTM net income over average of 2025-06-30 and 2026-06-30
Return on equity ARI
FY Dec 2025
+6.8%
FY Dec 2024
-5.9%
FY Dec 2023
+2.5%
FY Dec 2022
+11.4%
FY Dec 2021
+9.8%
Jun 2026
+8.5%
Mar 2026
+6.9%
Dec 2025
+6.8%
Sep 2025
+7.4%
Jun 2025
-0.2%
Mar 2025
+0.6%
Dec 2024
-5.9%
Sep 2024
-5.6%
At each fiscal year end
Trailing four quarters at each quarter end
Return on assets
+2.2%
TTM net income over average of 2025-06-30 and 2026-06-30
Return on assets ARI
FY Dec 2025
+1.4%
FY Dec 2024
-1.4%
FY Dec 2023
+0.6%
FY Dec 2022
+2.9%
FY Dec 2021
+2.9%
Jun 2026
+2.2%
Mar 2026
+1.3%
Dec 2025
+1.4%
Sep 2025
+1.5%
Jun 2025
-0.0%
Mar 2025
+0.1%
Dec 2024
-1.4%
Sep 2024
-1.2%
At each fiscal year end
Trailing four quarters at each quarter end
Return on invested capital
n/a
fewer than four consecutive quarters of operating income
Return on invested capital ARI
FY Dec 2025
n/a
FY Dec 2024
n/a
FY Dec 2023
n/a
FY Dec 2022
n/a
FY Dec 2021
n/a
Jun 2026
n/a
Mar 2026
n/a
Dec 2025
n/a
Sep 2025
n/a
Jun 2025
n/a
Mar 2025
n/a
Dec 2024
n/a
Sep 2024
n/a
At each fiscal year end
Trailing four quarters at each quarter end
Return on capital employed
n/a
fewer than four consecutive quarters of operating income
Return on capital employed ARI
FY Dec 2025
n/a
FY Dec 2024
n/a
FY Dec 2023
n/a
FY Dec 2022
n/a
FY Dec 2021
n/a
Jun 2026
n/a
Mar 2026
n/a
Dec 2025
n/a
Sep 2025
n/a
Jun 2025
n/a
Mar 2025
n/a
Dec 2024
n/a
Sep 2024
n/a
At each fiscal year end
Trailing four quarters at each quarter end
P/E, trailing
8.24x
close 2026-10-27 over four quarters of diluted EPS, 2025-07-01 to 2026-06-30
P/E, trailing ARI
FY Dec 2025
11.95x
FY Dec 2024
n/a
FY Dec 2023
40.48x
FY Dec 2022
6.44x
FY Dec 2021
9.08x
Jun 2026
13.35x
Mar 2026
13.04x
Dec 2025
11.95x
Sep 2025
11.51x
Jun 2025
n/a
Mar 2025
n/a
Dec 2024
n/a
Sep 2024
n/a
At each fiscal year end
Trailing four quarters at each quarter end
Enterprise value
$378.8M
market value at close 2026-10-27 on 2026-08-07 shares, plus long-term debt only, 2021-09-30 (57 months older than the period end), minus cash 2026-06-30
Enterprise value ARI
FY Dec 2025
$2.0B
FY Dec 2024
$1.7B
FY Dec 2023
$2.2B
FY Dec 2022
$2.1B
FY Dec 2021
$2.3B
Jun 2026
$952.8M
Mar 2026
$2.1B
Dec 2025
$2.0B
Sep 2025
$1.9B
Jun 2025
$1.9B
Mar 2025
$1.9B
Dec 2024
$1.7B
Sep 2024
$1.9B
At each fiscal year end
Trailing four quarters at each quarter end
FCF yield
n/a
capex not filed for the four quarters
FCF yield ARI
FY Dec 2025
n/a
FY Dec 2024
n/a
FY Dec 2023
n/a
FY Dec 2022
n/a
FY Dec 2021
n/a
Jun 2026
n/a
Mar 2026
n/a
Dec 2025
n/a
Sep 2025
n/a
Jun 2025
n/a
Mar 2025
n/a
Dec 2024
n/a
Sep 2024
n/a
At each fiscal year end
Trailing four quarters at each quarter end
PEG, trailing
n/a
prior-year trailing EPS was a loss, growth undefined
PEG, trailing ARI
FY Dec 2025
n/a
FY Dec 2024
n/a
FY Dec 2023
n/a
FY Dec 2022
0.42x
FY Dec 2021
0.00x
Jun 2026
n/a
Mar 2026
n/a
Dec 2025
n/a
Sep 2025
n/a
Jun 2025
n/a
Mar 2025
n/a
Dec 2024
n/a
Sep 2024
n/a
At each fiscal year end
Trailing four quarters at each quarter end
Price as of 2026-10-27. Hover or tap a tile for its yearly and quarterly history.Method
TTM is four consecutive fiscal quarters; Q4 is the year minus nine months when not filed. Returns use the average of opening and closing balances. EBIT is approximated by operating income. PEG uses trailing EPS growth.
Fundamentals
Annual figures from XBRL filings. Pick a past date to see them as known then.
ARI ranks highest on profitability (68th percentile) and financial health (61st), and lowest on growth (14th), among Real Estate peers.
Profitability
68
Inputs
Return on equity+8.5% · 74 pct, sector of 230
Return on assets+2.2% · 63 pct, sector of 255
Return on invested capitalfewer than four consecutive quarters of operating income
Return on capital employedfewer than four consecutive quarters of operating income
Financial health
61
Inputs
Debt to equity0.62x · 71 pct, sector of 210
Cash flow to debt0.11x · 51 pct, sector of 215
Growth
14
Inputs
Revenue growth, YoY-10.6% · 14 pct, sector of 244
Backlog growth, YoYno backlog line filed, or no year-earlier backlog
Insider conviction
24
Inputs
Net Form 4 buying (codes P and S), 180d-$57K · 48 pct, sector of 156
Insider buyers, 180d0 · 0 pct, sector of 158
Institutional and government
58
Inputs
Funds adding, latest quarter148 · 58 pct, sector of 171
Congress net buyers, 365dno Congress trades in 365 days
Federal contracts, 180dno federal contracts in 180 days
Lobbying spend, 4 quartersno lobbying filings in the last four quarters
Risk and compliance
43
Inputs
Short interest, % of float+6.1% · 35 pct, sector of 256
Recalls per $1B revenue, 3ynot measured for this sector, almost no peer has an event
EPA cases per $1B revenue, 5ynot measured for this sector, almost no peer has an event
New text in Risk Factors, latest 10-K+8.4% · 51 pct, sector of 212
1 not measured: US patents
US patents needs 1 of 2 inputs, 0 present: patent data not loaded yet
6 of 7 axes scored. Each is a percentile against sector peers (all companies when the sector is thin); higher is better. An unscored axis is unmeasured, not low. How it is scored
ARI filings, in plain words
Are Apollo Commercial Real Estate Finance insiders buying or selling ARI?
In the 180 days to 2026-10-28, Apollo Commercial Real Estate Finance insiders were net sellers, a net $56.6K across purchases and sales reported on Form 4, by 2 sellers.
Are there planned insider sales of ARI?
Yes. 1 Form 144 notice of planned insider sales was filed in the 90 days to 2026-10-28, covering $6.6K of stock; the latest, by SALVATI MICHAEL, was filed 2026-08-25.
Read the full summary
In the 180 days to 2026-10-28, Apollo Commercial Real Estate Finance insiders were net sellers of ARI, a net $56.6K across purchases and sales reported on Form 4 by 2 sellers. None of the 3 insider sales was flagged as made under a Rule 10b5-1 plan. Insiders filed 1 Form 144 notice of intent to sell in the 90 days to 2026-10-28, covering $6.6K of stock. Each figure is counted from SEC and House filings as of 2026-10-28, dated the day the filing was made public.
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