Dividend Information About Apollo Commercial Real Estate Finance: Everything You Need to Know Before Its Ex-Dividend Date on Sep 30, 2025

Generated by AI AgentAinvest Dividend Digest
Friday, Sep 26, 2025 7:41 pm ET1min read
ARI--
Aime RobotAime Summary

- Apollo Commercial Real Estate Finance (ARI) declared a $0.25/share dividend payable Oct 15, 2025, with a Sep 30 ex-dividend date.

- The payout marks a decline from its 10-year average of $0.393/share, raising concerns about sustainability amid a -9.75% 5-year growth rate.

- The company's heavy NYC-focused portfolio (30%+ assets) and reliance on subordinate loans expose it to localized economic risks.

- Elevated payout ratios and mixed commercial real estate recovery signals prompt investors to monitor dividend stability amid market volatility.

Apollo Commercial Real Estate Finance (ARI) has announced a cash dividend of $0.250 per share, payable on Oct 15, 2025. The ex-dividend date is set for Sep 30, 2025, meaning investors must own shares before this date to receive the dividend. The announcement was made on Sep 9, 2025, with the latest prior dividend paid on Jul 15, 2025, also at $0.250 per share. The current dividend is lower than the average of the last 10 dividend payments, which stood at $0.393 per share, indicating a recent reduction in the payout. Investors are closely monitoring the trend, as a consistent or increasing dividend is often viewed as a positive sign of financial health and stability.

Recently, Apollo Commercial Real Estate Finance has drawn attention due to several key developments that may impact its operations and market performance. Over the past week, sources reported that the company continues to focus on its core business of originating and managing commercial real estate loans and debt instruments. A significant portion of its portfolio is allocated to residential and hotel properties, with more than a third of assets located in New York City. As of late, analysts have noted that this geographic concentration may expose the company to localized economic risks, especially as the commercial real estate sector faces mixed recovery signals. Additionally, the company’s exposure to subordinate loans and first-mortgage loans remains a primary driver of its investment strategy and risk profile.

Since the last update, there has also been a growing interest in Apollo’s financial performance and capital structure. Reports highlight that the firm’s payout ratio has remained elevated, with recent projections suggesting a forward annual payout of $1.00, which could raise concerns about sustainability. While the company’s 50-day moving average stock price has held near $10.26, recent trading activity has shown modest volatility, including a recent session where shares opened at $10.46. Given the company’s high payout ratio and the recent decline in its 5-year dividend growth rate—now at -9.75%—investors are advised to closely watch its ability to maintain current dividend levels amid shifting market conditions.

In conclusion, Apollo Commercial Real Estate Finance’s recent dividend announcement reflects a reduced payout compared to historical averages, and investors should consider this when evaluating their positions. The company remains active in its core real estate debt markets but faces challenges from economic uncertainties and sector-specific risks. Notably, the ex-dividend date is Sep 30, 2025, which is the last day for investors to purchase shares and still qualify for the dividend payment on Oct 15, 2025. Any purchase made after this date will not entitle the buyer to the upcoming dividend.

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