DEFA14A ·Filed May 29, 2026

ARI

Apollo Commercial Real Estate Finance, Inc.
NEUTRAL
Impact 2/10
Horizonimmediate Processed4mo ago SEC0001193125-26-248384
Proxy solicitation materials
Actionable Insight • Neutral

Routine proxy notice — no trading signal. Monitor the annual meeting outcome on July 9 for any unexpected vote results, particularly the say-on-pay advisory vote.

DirectionNeutral
Confidencehigh
Horizonimmediate
Latest settled — T+20d
ARI ▼ -2.20% at T+20d
NEUTRAL call ✗ call lost -2.20% · α vs SPY -0.90% · entry $10.92 → $10.68
Next anchor: T+60d due 5w ago
Latest observation: T+57 -3.39% FF3 residual α
Entry anchored
May 29, 03:59 PM ET
via exchange tick
T+1d
+0.73%
call +0.73% · α +0.58%
$11.00
settled 4mo ago
T+5d
+0.55%
call +0.55% · α +3.30%
$10.98
settled 4mo ago
T+20d
-2.20%
call -2.20% · α -0.90%
$10.68
settled 3mo ago
T+60d
—
call — · α —
—
due 5w ago

Price Chart

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Executive Summary

Apollo Commercial Real Estate Finance, Inc. filed a DEFA14A providing notice of the internet availability of proxy materials for its 2026 annual meeting of stockholders, to be held virtually on July 9, 2026. The board recommends voting FOR the election of eight director nominees, ratification of Deloitte & Touche as auditor, and an advisory vote on executive compensation. This is a routine administrative filing with no material financial impact.

Key Facts

  • Annual meeting scheduled for July 9, 2026, held virtually
  • Record date: May 18, 2026
  • Board recommends FOR all eight director nominees, FOR auditor ratification, and FOR say-on-pay
  • Director Scott S. Prince will not stand for re-election (per prior 8-K filed May 15, 2026)
  • No dissident or activist solicitation materials included

Financial Impact

No financial figures disclosed in this filing

Risk Factors

  • No material risks identified from this filing

Market Snapshot

Exchange
NYSE
Sector
Real Estate Investment Trusts
Analyst Consensus
78% bullish (9 analysts)

Investment Themes

Real Estate

Documents Analyzed

This report is based on 4 SEC documents filed with EDGAR.

DocumentAccession Number
DEFA14A Filing (Primary)0001193125-26-248384
Document: 0001193125-26-248384-index-headers.html0001193125-26-248384
Document: 0001193125-26-248384-index.html0001193125-26-248384
Document: 0001193125-26-248384.txt0001193125-26-248384
8 reports for ARI
Performance horizon
Filters
Rows
Reports for ARI — sortable, filterable
TypeNow
Aug 25, 2026
5w ago
144
NEUTRAL ★ 2/10
$6.86 $6.81▼ −0.73%▼ −0.19%$6.20 (−9.62%)
Aug 15, 2026
6w ago
Institutional Cluster
NEUTRAL ★ 5/10
$6.83 $6.89▲ +0.88%▲ +2.07%$6.20 (−9.22%)
Jul 13, 2026
11w ago
PREM14A
MIXED ★ 7/10
$10.61 $6.83▼ −35.63%▼ −34.33%$6.20 (−41.56%)
May 29, 2026
18w ago
DEFA14A
NEUTRAL ★ 2/10
$10.92 $10.98▲ +0.55%▲ +3.30%$6.20 (−43.22%)
May 15, 2026
19w ago
8-K
NEUTRAL ★ 2/10
$10.90 $11.04▲ +1.28%▼ −0.33%$6.20 (−43.12%)
Apr 24, 2026
22w ago
8-K
MIXED ★ 8/10
$11.09 $10.99▼ −0.90%▼ −1.30%$6.20 (−44.09%)
Apr 8, 2026
25w ago
Press Release
NEUTRAL ★ 3/10
$10.76 $11.22▲ +4.28%▲ +0.76%$6.20 (−42.38%)
Mar 9, 2026
29w ago
Press Release
NEUTRAL ★ 3/10
$10.30 $10.18▼ −1.14%▼ −0.23%$6.20 (−39.80%)
Showing 8 of 8

US Market Status

Market Closed — Opens Mon (64h 34m)

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