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Apollo Commercial Real Estate Finance, Inc. Stock: price and insider trades · United States
No insider purchase over the last 90 days. The latest was filed 10 May 2023.
Apollo Commercial Real Estate Finance, Inc.: what insiders have been doing
This page follows insider dealings at Apollo Commercial Real Estate Finance, Inc. as filed with SEC (Form 4), a company from the Real Estate sector. In the past year (18 October 2025 to 18 October 2026), 16 filings came from 10 insiders.
All open-market trades in the period are sales: 4 sales worth €499k, by 3 insiders, with no purchase on record. Rothstein Stuart filed the largest sale, €451k, on 16 December 2025.
Typically, a trade is published a median of 2 days after it takes place. For comparison, the SEC allows two business days to file a Form 4. A sale on its own says little: insiders also sell to pay tax, fund a purchase or diversify.
Across the 5,816 companies tracked on its exchange, the median is 19 filings; at 16 filings, this issuer sits below that mark. The full history, which starts in 2016, counts 2 purchases against 27 sales. The 10-K for the year ended 31 December 2025 shows 271.6 m USD of revenue and 126.7 m USD of net income and a dividend of 1.00 USD per share.
For comparison within the same sector, see the insider buying recorded at Agree Realty Corp and Simon Property Group Inc /DE/. This summary is built from SEC (Form 4) disclosures alone and does not predict where the share price will go.
Insider Decl.
93
Thresholds
n/a
Buy Volume
€385,843
2 ops. · all time
Sell Volume
€6M
27 ops. · all time
Who traded when
BuySaleStuart Rothstein4 sales
Michael Salvati2 sales
Carmencita N.M. Whonder1 sale
Mark C. Biderman1 sale
Since the insiders bought
- +5.1%Entry US$9.62 · Close at T+365 US$10.11
- -13.8%Entry US$12.06 · Close at T+365 US$10.39
Entry is the close on the day after publication, the first price a reader could act on. Prices in the listing currency. Past moves are not a forecast.
This score ranks the purchase within its own market. A position size is suggested only on the venues of the backtested strategy universe; elsewhere, signals stay on watch. Not investment advice.
Fundamental score
Ranked 1,360 of 24,148 companies
78.1
score / 100
Value80
Quality76
FCF yld5.1%
Earn yld14%
EV/EBITDA·
ROE8.5%
Gross mgn·
Net mgn41%
Debt/EBITDA·
Pillars2/3
Transparent value + quality ranking, distinct from the insider signal.
Financial data
as of FY 2025FY ended December 2025 · cache
US$6.41
Analyst consensus
2 analysts2.00/5
US$7.75Target US$8.00(+25%)US$8.25
Income statement
RevenueUS$272.8M
Net incomeUS$111.9M21.1% margin
Valuation
PER (trailing)8.0x
PER (forward)28.2x
P/Book0.7x
Beta1.48
Balance sheet & cash
Market capUS$821.8M
Total debtUS$7.9B
Free Cash FlowUS$42.3M
Debt / Equity30%
Profitability & ownership
ROE8.5%
ROA2.2%
% insiders0.6%
% institutions82.7%
Last declaration on 27 August 2026
Declarations93 total
835 shares@ US$6.860.0007% mcap43.4% of flowCommon StockSEC:0001193125-26-371304:0
125 shares@ US$6.860.0001% mcap6.5% of flowCommon StockSEC:0001193125-26-371304:1
960 shares@ US$6.87920.0008% mcap50.1% of flowCommonSEC144:0001949846-26-000541
4,574 shares@ US$10.92990.0057% mcap28.5% of flowCommon StockSEC:0001193125-26-227404:0
9,587 shares0Common StockSEC:0001193125-26-142238:0
9,587 shares0Common StockSEC:0001193125-26-142221:0
9,587 shares0Common StockSEC:0001193125-26-142229:0
9,587 shares0Common StockSEC:0001193125-26-142249:0
9,587 shares0Common StockSEC:0001193125-26-142255:0
9,587 shares0Common StockSEC:0001193125-26-142257:0
9,587 shares0Common StockSEC:0001193125-26-142260:0
6,385 shares@ US$10.6843.5% of flowCommon StockSEC:0001193125-26-035865:0
61,485 shares@ US$10.686.7% of flowCommon StockSEC:0001193125-26-035862:0
34,825 shares0Common StockSEC:0001193125-26-000974:0
109,452 shares0Common StockSEC:0001193125-26-000971:0
52,072 shares@ US$10.16165.5% of flowCommon StockSEC:0001193125-25-321173:0
52,073 shares@ US$10.77855.8% of flowCommon StockSEC:0001193125-25-205045:0
52,074 shares@ US$9.82875.4% of flowCommon StockSEC:0000950170-25-087470:0
10,000 shares@ US$9.4818.8% of flowCommon StockSEC:0000950170-25-061872:0
852 shares@ US$8.314.7% of flowCommon StockSEC:0000950170-25-056847:0
10,438 shares0Common StockSEC:0000950170-25-050624:0
10,162 shares0Common StockSEC:0000950170-25-050666:0
10,162 shares0Common StockSEC:0000950170-25-050690:0
10,162 shares0Common StockSEC:0000950170-25-050815:0
10,162 shares0Common StockSEC:0000950170-25-050619:0
25 of 93 declarations
About Apollo Commercial Real Estate Finance, Inc.
Apollo Commercial Real Estate Finance, Inc. (NYSE: ARI) is a United States-listed real estate investment trust focused on commercial real estate credit rather than traditional property ownership. The company was organized in Maryland in 2009 and began operations on September 29, 2009. Its operating headquarters are in New York, at 9 West 57th Street, 42nd Floor, New York, NY 10019. ARI is externally managed and advised by ACREFI Management, LLC, an indirect subsidiary of Apollo Global Management, giving it access to Apollo’s broader real estate and credit platform.
ARI’s core business is the origination, acquisition, investment in, and management of performing commercial first mortgage loans, subordinate financings, and other commercial real estate-related debt investments. In practical terms, the company operates as a direct lender and capital solutions provider to commercial real estate sponsors. It is active across the capital structure, with capabilities in senior mortgages, mezzanine loans, bridge-style financings, preferred equity, and related debt products. Management emphasizes its ability to underwrite and structure complex transactions tailored to borrower needs, which is important in a market where financing demand varies widely by asset type, sponsor quality, and property-level fundamentals.
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From a competitive standpoint, ARI sits in a crowded but specialized segment of the commercial real estate lending market. Its differentiation lies in its combination of Apollo-backed origination capabilities, disciplined credit underwriting, and flexibility across property types and geographies. The company states that it finances a broad spectrum of commercial property types and invests across the United States and Europe. For investors, that means ARI should be viewed as a credit-oriented REIT with exposure to commercial mortgage spreads, asset valuations, refinancing conditions, and macro interest-rate trends, rather than as a conventional equity REIT tied primarily to rental income.
Its principal products and services are commercial first mortgages, mezzanine debt, subordinate financings, and other real-estate debt instruments. These solutions may be used for office, retail, industrial, multifamily, hospitality, and other commercial assets, depending on market opportunities. The geographic footprint is concentrated in the United States, with additional exposure to Europe, which provides some diversification but also adds cross-border underwriting and currency considerations.
Recent developments underscore an actively managed balance sheet and origination platform. In its second-quarter 2025 release, ARI said it continued to execute on its business plan and committed $2.0 billion to new loans in the first half of 2025, reflecting ongoing redeployment of capital. The company also reported second-quarter 2025 results and announced portfolio-related transaction activity, highlighting management’s focus on liquidity, capital recycling, and disciplined deployment. For investors following U.S. listed financials on the NYSE, ARI is a niche commercial real estate credit vehicle with a clear Apollo affiliation and a business model closely linked to the health of U.S. CRE financing markets.
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