Apollo Commercial Real Estate Finance (ARI) Share-based Compensation (2010 - 2026)
Apollo Commercial Real Estate Finance's (ARI) quarterly Share-based Compensation came in at $7.5 million in Q2 2026, up 120.59% on a YoY basis from $3.4 million in Q2 2025, and up 120.24% quarter-over-quarter from -$37.1 million in Q1 2026.
Analysis
Apollo Commercial Real Estate Finance (ARI) Share-based Compensation (2010 - 2026) Analysis & Trends
Apollo Commercial Real Estate Finance (ARI) has reported Share-based Compensation for 17 consecutive years, with $7.5 million the latest figure, recorded in Q2 2026.
- For the quarter ending Q2 2026, Share-based Compensation rose 120.59% year-over-year to $7.5 million; the trailing twelve-month figure through Jun 2026 stood at $7.5 million (down 47.81% YoY), and the FY2025 full-year result was $20.1 million, up 21.59% from the prior year.
- Share-based Compensation climbed to $7.5 million in Q2 2026 per ARI's latest filing, from -$37.1 million in the prior quarter.
- Across five years, Share-based Compensation topped out at $14.9 million in Q3 2022 and bottomed at -$37.1 million in Q1 2026.
- Historically, Share-based Compensation has averaged $3.2 million across 5 years, with a median of $4.4 million in 2023.
- The sharpest annual moves came in 2023 and 2026: Share-based Compensation surged 450.61% in 2023, then sank 849.22% in 2026.
- Over 5 years, Share-based Compensation stood at -$1.2 million in 2022, then soared by 450.61% to $4.3 million in 2023, then plunged by 58.01% to $1.8 million in 2024, then surged by 438.21% to $9.8 million in 2025, then fell by 23.6% to $7.5 million in 2026.
- According to Business Quant data, Share-based Compensation over the past three periods registered $7.5 million, -$37.1 million, and $9.8 million for Q2 2026, Q1 2026, and Q4 2025 respectively.
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Share-based Compensation (Qtr) |
|---|---|---|---|---|---|
| 1 | Annaly Capital Management | 16.87 Bn | 13.96 Bn | - | 18,000.00 |
| 2 | AGNC Investment | 12.43 Bn | 11.10 Bn | - | 101.00 Mn |
| 3 | Starwood Property Trust | 5.84 Bn | 3.67 Bn | - | 18.21 Mn |
| 4 | Rithm Capital | 5.57 Bn | 5.57 Bn | - | -433.38 Mn |
| 5 | Dynex Capital | 2.88 Bn | 2.27 Bn | - | 3.00 Mn |
| 6 | Two Harbors Investment | 2.65 Bn | 2.01 Bn | - | 1.44 Mn |
| 7 | Blackstone Mortgage Trust | 2.35 Bn | 1.91 Bn | - | 6.68 Mn |
| 8 | Armour Residential REIT | 2.11 Bn | 2.02 Bn | - | 770,000.00 |
| 9 | Ellington Financial | 1.71 Bn | 1.46 Bn | - | - |
| 10 | Apollo Commercial Real Estate Finance | 890.30 Mn | -349.18 Mn | - | 7.50 Mn |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 7.50 Mn |
| Mar 31, 2026 | -37.06 Mn |
| Dec 31, 2025 | 9.82 Mn |
| Sep 30, 2025 | 3.42 Mn |
| Jun 30, 2025 | 3.40 Mn |
| Mar 31, 2025 | 4.95 Mn |
| Dec 31, 2024 | 1.82 Mn |
| Sep 30, 2024 | 4.20 Mn |
| Jun 30, 2024 | 4.20 Mn |
| Mar 31, 2024 | 12.58 Mn |
| Dec 31, 2023 | 4.34 Mn |
| Sep 30, 2023 | 4.40 Mn |
| Jun 30, 2023 | 4.40 Mn |
| Mar 31, 2023 | 6.70 Mn |
| Dec 31, 2022 | -1.24 Mn |
| Sep 30, 2022 | 14.93 Mn |
| Jun 30, 2022 | 2.24 Mn |
| Mar 31, 2022 | 6.97 Mn |
| Sep 30, 2021 | 160.52 Mn |
| Jun 30, 2021 | 4.36 Mn |