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Apollo Commercial Real Estate (ARI)
NYSE:ARI
Earnings Data
Report Date
Jul 30, 2025TBA Not Confirmed
Period Ending
2025 (Q2)Consensus EPS Forecast
0.25Last Year’s EPS
0.35Same Quarter Last Year
Based on 6 Analysts Ratings
Earnings Call Summary
Earnings Call Date:Apr 24, 2025
|% Change Since: 8.58%
|Next Earnings Date:Jul 30, 2025
Earnings Call Sentiment|Neutral
The call highlighted strong loan origination and portfolio growth, along with successful asset sales and expanded credit facilities. However, earnings were slightly below the dividend rate, and capital markets volatility remains a concern. The presence of significant specific allowances on non-accruing assets also poses challenges.Company Guidance
In the first quarter of 2025, Apollo Commercial Real Estate Finance, Inc. (ARI) reported $650 million in new loan commitments, primarily for residential properties in the U.S., with data center construction also highlighted. The company's loan portfolio stood at $7.7 billion across 48 loans, with a weighted average yield of 7.9%. Distributable earnings were $33 million, or $0.24 per share, slightly below the quarterly dividend rate, covering 96% of the dividends. ARI's loan origination efforts, totaling over $5 billion in Q1, were bolstered by strong relationships and a broad-based credit origination strategy. The company expects $1.5 billion in repayments throughout the year, with plans for continued portfolio growth. Despite macroeconomic volatility, ARI is confident in its portfolio's ability to support current dividend rates and remains proactive in asset management, particularly resolving focus assets like 111 West 57th Street, which saw significant sales momentum.Strong Loan Origination
ARI committed to $650 million of new loans in Q1, with a year-to-date volume of $1.5 billion, including add-on funding.
Increased Portfolio Value
The loan portfolio ended the quarter with a carrying value of $7.7 billion, up from $7.1 billion at year-end.
Positive Activity in Sales
The closing of three units at 111 West 57th Street generated $45 million in net proceeds, with continued strong sales momentum.
Expansion of Secured Credit Facilities
ARI upsized its facility with J.P. Morgan by $500 million, bringing total capacity to $2 billion, and extended maturities on key facilities.
ARI Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
ARI Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Apr 24, 2025 | $9.09 | $9.21 | +1.32% |
Feb 10, 2025 | $8.85 | $9.73 | +9.94% |
Oct 30, 2024 | $8.44 | $8.41 | -0.36% |
Aug 06, 2024 | $9.30 | $9.19 | -1.18% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Apollo Commercial Real Estate (ARI) report earnings?
Apollo Commercial Real Estate (ARI) is schdueled to report earning on Jul 30, 2025, TBA Not Confirmed.
What is Apollo Commercial Real Estate (ARI) earnings time?
Apollo Commercial Real Estate (ARI) earnings time is at Jul 30, 2025, TBA Not Confirmed.
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is ARI EPS forecast?
ARI EPS forecast for the fiscal quarter 2025 (Q2) is 0.25.