Market Cap
$794.9M
ARI
Apollo Commercial Real Estate Finance, Inc.
$6.20 ▼ -1.27%
Prev close $6.28Market cap$794.9M
12-mo target$8.00 (+29.0%)
High Impact Filing (7/10)26 New Institutional Positions19 Institutional Exits Real Estate
Snapshot
The big-picture read on ARI right now — valuation, ownership and activity at a glance.
Cap Size
Small Cap
Inst. Holders
50 funds
Inst. Value
$717.1M
Inst. Activity
26 buys / 19 sells
Insider Activity
$0.00 buy / $56.6K sell
Insider Net $
-$56.6K
SEC Reports
7
Press Releases
1
Price chart 30d -9.9%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Oct 1, 2026 short_volume
Aug 25, 2026 SEC Short Volume: ARI — 65.9% short (1.0M / 1.5M)
Short: 987,508 | Exempt: 0 | TRF Vol: 1,498,703 | Short Ratio: 65.9% | Off-exchange volume (dark poo
Director Michael Salvati filed a Form 144 notice of intent to sell 960 shares of ARI common stock, valued at approximate
144 — Impact 2/10
Aug 25, 2026 Insider
SALVATI MICHAEL sold 835 shares
Director @ $6.86 ($5.7K)
Aug 25, 2026 Insider
Aug 15, 2026 SEC SALVATI MICHAEL sold 125 shares
Director @ $6.86 ($857.50)
No summary provided
INST-CLUSTER — Impact 5/10
ARI's board unanimously recommends complete liquidation and dissolution, with estimated total stockholder distributions
PREM14A — Impact 7/10
Jun 30, 2026 Inst.
BlackRock, Inc. — TRIM
11,929,835 shares ($127.4M)
Jun 30, 2026 Inst.
MILLENNIUM MANAGEMENT LLC — DOUBLED
4,563,909 shares ($48.7M)
Analyst ratings buy % +11.7%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
Recent analyst actions
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Jun 25, 2026 | BTIG | DOWNGRADE | Neutral | 53% |
Monthly consensus history
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 2 | 4 | 3 | 0 | 0 | 67% | |
| Aug 1, 2026 | 2 | 4 | 3 | 0 | 0 | 67% | |
| Jul 1, 2026 | 2 | 4 | 3 | 0 | 0 | 67% | |
| Jun 1, 2026 | 3 | 4 | 3 | 0 | 0 | 70% | |
| May 1, 2026 | 3 | 4 | 2 | 0 | 0 | 78% | |
| Apr 1, 2026 | 3 | 4 | 2 | 0 | 0 | 78% | |
| Mar 1, 2026 | 3 | 4 | 2 | 0 | 0 | 78% | |
| Feb 1, 2026 | 3 | 4 | 2 | 0 | 0 | 78% |
Price targets
Where 2 covering analysts think ARI trades over the next 12 months.
$8.00 +29.0% upside Strong Buy
Current$6.20 Low$7.75 Median$8.00 High$8.25 2 analysts
$7.75$8.25
Analyst rating Buy· 2.0/5 as of Oct 2, 2026
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
7 SEC filing reports analyzed · 0 bullish, 0 bearish, 2 mixed, 5 neutral · avg impact 4.1/10.Plus 1 press releases.
NEUTRAL1442/10
Director Michael Salvati filed a Form 144 notice of intent to sell 960 shares of ARI common stock, v
Aug 25, 2026
NEUTRALINST-CLUSTER5/10
No summary provided
Aug 15, 2026
MIXEDPREM14A7/10
ARI's board unanimously recommends complete liquidation and dissolution, with estimated total stockh
Jul 14, 2026
NEUTRALDEFA14A2/10
Apollo Commercial Real Estate Finance, Inc. filed a DEFA14A providing notice of the internet availab
May 29, 2026
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Oct 1, 2026
short_volume
Short Volume: ARI — 65.9% short (1.0M / 1.5M)
Short: 987,508 | Exempt: 0 | TRF Vol: 1,498,703 | Short Ratio: 65.9% | Off-exchange volume (dark pool + OTC)
Sep 30, 2026
short_volume
Short Volume: ARI — 72.4% short (0.8M / 1.1M)
Short: 815,590 | Exempt: 0 | TRF Vol: 1,125,739 | Short Ratio: 72.4% | Off-exchange volume (dark pool + OTC)
Sep 29, 2026
short_volume
Short Volume: ARI — 62.3% short (0.8M / 1.3M)
Short: 832,003 | Exempt: 4,904 | TRF Vol: 1,334,469 | Short Ratio: 62.3% | Off-exchange volume (dark pool + OTC)
Sep 25, 2026
short_volume
Short Volume: ARI — 62.7% short (0.3M / 0.5M)
Short: 319,659 | Exempt: 24 | TRF Vol: 509,598 | Short Ratio: 62.7% | Off-exchange volume (dark pool + OTC)
Sep 24, 2026
short_volume
Short Volume: ARI — 80.1% short (0.9M / 1.1M)
Short: 920,561 | Exempt: 2,940 | TRF Vol: 1,148,902 | Short Ratio: 80.1% | Off-exchange volume (dark pool + OTC)
Earnings estimates
Forecast earnings per share and revenue by period — and whether estimates are rising.
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $0.05 | $0.05–$0.06 | -76.9% | +0.0% | 0↑ 1↓ | $0.0B | 3 |
| Next Q | $0.05 | $0.01–$0.09 | -84.1% | +0.0% | — | $0.0B | 3 |
| Current FY | $-0.74 | $-3.17–$0.95 | -170.2% | +0.0% | — | $0.0B | 5 |
| Next FY | $0.23 | $0.17–$0.34 | 130.8% | +0.0% | — | $0.0B | 3 |
Current-quarter EPS estimate — revision history
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $0.053 | — |
| 7d ago | $0.053 | — |
| 30d ago | $0.053 | — |
| 60d ago | $0.060 | -0.007 |
| 90d ago | $0.060 | -0.007 |
Institutional ownership
Which big funds own ARI (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $717.1M total value (67,147,351 shares) as of 2026-Q2. Top holders: BlackRock,, VANGUARD, VANGUARD. Net buying activity: 26 institutions added/increased vs 19 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 11,929,835 | $127.4M | 17.8% | TRIM -43.7% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 6,088,701 | $65.0M | 9.1% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 6,025,495 | $64.4M | 9.0% | — |
| MILLENNIUM MANAGEMENT LLC | 4,563,909 | $48.7M | 6.8% | DOUBLED +254.8% |
| GEODE CAPITAL MANAGEMENT, LLC | 3,383,089 | $36.1M | 5.0% | — |
| STATE STREET CORP | 3,331,999 | $35.6M | 5.0% | TRIM -36.7% |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 2,834,255 | $30.3M | 4.2% | — |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 2,035,950 | $21.7M | 3.0% | — |
| Schonfeld Strategic Advisors LLC | 1,917,086 | $20.5M | 2.9% | NEW |
| JANE STREET GROUP, LLC | 1,819,330 | $19.4M | 2.7% | DOUBLED +1087.6% |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| BlackRock, Inc. | TRIM | 21,183,896 | 11,929,835 | -43.7% | $127.4M |
| MILLENNIUM MANAGEMENT LLC | DOUBLED | 1,286,506 | 4,563,909 | +254.8% | $48.7M |
| STATE STREET CORP | TRIM | 5,266,219 | 3,331,999 | -36.7% | $35.6M |
| Schonfeld Strategic Advisors LLC | NEW | — | 1,917,086 | — | $20.5M |
| JANE STREET GROUP, LLC | DOUBLED | 153,192 | 1,819,330 | +1087.6% | $19.4M |
| Qube Research & Technologies Ltd | NEW | — | 1,644,857 | — | $17.6M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | DOUBLED | 337,406 | 1,614,946 | +378.6% | $17.2M |
| Nuveen, LLC | DOUBLED | 334,905 | 1,221,853 | +264.8% | $13.0M |
| GOLDMAN SACHS GROUP INC | DOUBLED | 456,788 | 1,122,279 | +145.7% | $12.0M |
| CITADEL ADVISORS LLC | DOUBLED | 107,656 | 822,385 | +663.9% | $8.8M |
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
9 insiders, 12 transactions. Net -$56.6K — $0.00 bought, $56.6K sold.
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Aug 25, 2026 | SALVATI MICHAEL | Director | SELL | 835 | $6.86 | $5.7K |
| Aug 25, 2026 | SALVATI MICHAEL | Director | SELL | 125 | $6.86 | $857.50 |
| May 13, 2026 | Whonder Carmencita N.M. | Director | SELL | 4,574 | $10.93 | $50.0K |
| Apr 1, 2026 | Kasdin Robert A | Director | AWARD | 9,587 | — | — |
| Apr 1, 2026 | Prince Scott | Director | AWARD | 9,587 | — | — |
| Apr 1, 2026 | SALVATI MICHAEL | Director | AWARD | 9,587 | — | — |
| Apr 1, 2026 | Romando Brenna Haysom | Director | AWARD | 9,587 | — | — |
| Apr 1, 2026 | Whonder Carmencita N.M. | Director | AWARD | 9,587 | — | — |
| Apr 1, 2026 | Carlton Pamela G | Director | AWARD | 9,587 | — | — |
| Apr 1, 2026 | BIDERMAN MARK C | Director | AWARD | 9,587 | — | — |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for ARI.
Shares short
4,711,179
Settlement Sep 15, 2026
Change vs prior
-14.1%
Semi-monthly cycle
Days to cover
2.5
At avg daily volume
Of shares outstanding
≈3.7%
Estimate — not % of float
All ARI filing & press-release reports (8)
- 144 reportAug 25, 2026
- INST-CLUSTER reportAug 15, 2026
- PREM14A reportJul 14, 2026
- DEFA14A reportMay 29, 2026
- 8-K reportMay 15, 2026
- 8-K reportApr 24, 2026
- PRESS-RELEASE reportApr 8, 2026
- PRESS-RELEASE reportMar 9, 2026