Apollo Commercial Real Estate Finance Dividend and Financial Insights: Key Updates Before Ex-Dividend Date on Jun 30, 2025

Apollo Commercial Real Estate Finance (ARI) has announced a cash dividend of $0.25 per share, with an ex-dividend date set for Jun 30, 2025. This dividend will be paid on Jul 15, 2025, following its announcement on Jun 10, 2025. The average dividend per share over the past ten distributions stands at approximately $0.396, indicating that the current dividend is lower than the historical average. The company's last dividend, issued on Apr 15, 2025, was also $0.25 per share, maintaining consistency with the current distribution.

Recently, Apollo Commercial Real Estate Finance has been the focus of significant attention due to key financial developments. Over the past week, the company reported its first-quarter results for 2025, which exceeded market expectations despite an 18.3% year-over-year decline in revenue to $65.82 million. This performance was attributed to strong loan origination activities, amounting to $650 million, primarily in U.S. residential properties and data centers. The company’s adjusted earnings per share came in at $0.24, surpassing analyst predictions by 8.8%. Management emphasized the importance of asset management and noted that future earnings are expected to meet or exceed the current dividend rate, driven by capital redeployment into higher-yielding loans.

As of late, the company's strategic focus on loan portfolio expansion has been evident, with a reported growth to $7.7 billion. This growth reflects a balanced mix of U.S. and European investments, allowing for dynamic capital allocation. The weighted average yield remains stable at 7.9%, with the company expanding its secured borrowing capacity to support future growth. Management continues to exercise caution amid macroeconomic uncertainties, including potential recession risks and inflationary pressures.

In conclusion, Apollo Commercial Real Estate Finance is navigating a transitional phase with strategic initiatives aimed at enhancing its financial standing and operational efficiency. Investors should note that Jun 30, 2025, marks the ex-dividend date, the final opportunity to purchase shares and be eligible for the upcoming dividend. Any acquisitions post this date will not qualify for the current dividend payout.