Apollo Commercial Real Estate Finance (ARI) Payout Ratio (2011 - 2026)
Apollo Commercial Real Estate Finance's (ARI) quarterly Payout Ratio came in at 21.55 in Q2 2026, up 978.86% on a YoY basis from 2.0 in Q2 2025, and up 1335.93% quarter-over-quarter from 1.5 in Q1 2026.
Analysis
Apollo Commercial Real Estate Finance (ARI) Payout Ratio (2011 - 2026) Analysis & Trends
Apollo Commercial Real Estate Finance (ARI) has reported Payout Ratio for 16 consecutive years, with 21.55 the latest figure, recorded in Q2 2026.
- For the quarter ending Q2 2026, Payout Ratio rose 978.86% year-over-year to 21.55; the trailing twelve-month figure through Jun 2026 stood at 4.97 (up 158.03% YoY), and the FY2025 full-year result was 1.24, up 187.68% from the prior year.
- Payout Ratio grew to 21.55 in Q2 2026 per ARI's latest filing, from 1.5 in the prior quarter.
- Across five years, Payout Ratio topped out at 21.55 in Q2 2026 and bottomed at 7.16 in Q4 2022.
- Historically, Payout Ratio has averaged 1.73 across 5 years, with a median of 1.13 in 2023.
- The sharpest annual moves came in 2022 and 2026: Payout Ratio slumped 587.93% in 2022, then jumped 978.86% in 2026.
- Over 5 years, Payout Ratio stood at 7.16 in 2022, then soared by 116.29% to 1.17 in 2023, then retreated by 19.73% to 0.94 in 2024, then jumped by 47.41% to 1.38 in 2025, then surged by 1462.65% to 21.55 in 2026.
- According to Business Quant data, Payout Ratio over the past three periods registered 21.55, 1.5, and 1.38 for Q2 2026, Q1 2026, and Q4 2025 respectively.
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) |
|---|---|---|---|---|
| 1 | Annaly Capital Management | 16.87 Bn | 13.96 Bn | - |
| 2 | AGNC Investment | 12.43 Bn | 11.10 Bn | - |
| 3 | Starwood Property Trust | 5.84 Bn | 3.67 Bn | - |
| 4 | Rithm Capital | 5.57 Bn | 5.57 Bn | - |
| 5 | Dynex Capital | 2.88 Bn | 2.27 Bn | - |
| 6 | Two Harbors Investment | 2.65 Bn | 2.01 Bn | - |
| 7 | Blackstone Mortgage Trust | 2.35 Bn | 1.91 Bn | - |
| 8 | Armour Residential REIT | 2.11 Bn | 2.02 Bn | - |
| 9 | Ellington Financial | 1.71 Bn | 1.46 Bn | - |
| 10 | Apollo Commercial Real Estate Finance | 890.30 Mn | -349.18 Mn | - |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 21.55 |
| Mar 31, 2026 | 1.50 |
| Dec 31, 2025 | 1.38 |
| Sep 30, 2025 | 0.74 |
| Jun 30, 2025 | 2.00 |
| Mar 31, 2025 | 1.54 |
| Dec 31, 2024 | 0.94 |
| Sep 30, 2024 | -0.37 |
| Jun 30, 2024 | 1.51 |
| Mar 31, 2024 | -0.47 |
| Dec 31, 2023 | 1.17 |
| Sep 30, 2023 | 1.17 |
| Jun 30, 2023 | -0.58 |
| Mar 31, 2023 | 1.10 |
| Dec 31, 2022 | -7.16 |
| Sep 30, 2022 | 0.28 |
| Jun 30, 2022 | 0.74 |
| Mar 31, 2022 | 4.12 |
| Dec 31, 2021 | 1.47 |
| Sep 30, 2021 | 0.87 |