Core Viewpoint - Apollo Commercial Finance (ARI) shares experienced a 5.5% increase, closing at $10.68, driven by notable trading volume and investor optimism following the company's announcement regarding its loan portfolio [1][2] Group 1: Company Developments - The company announced the disposal of its $9 billion loan portfolio to Athene for $1.4 billion in net cash and $1.7 billion in common equity repayments, which is expected to enhance balance sheet flexibility for future investments [2] - The upcoming quarterly report is expected to show a Funds From Operations (FFO) of $0.26 per share, reflecting an 18.8% decrease year-over-year, while revenues are projected to be $47.49 million, a 9.2% increase from the previous year [3] Group 2: Market Performance and Estimates - The consensus FFO per share estimate for the quarter has been revised 2% lower over the last 30 days, indicating a negative trend in FFO estimate revisions, which typically does not lead to price appreciation [4] - Apollo Commercial Finance holds a Zacks Rank of 2 (Buy), while another company in the same industry, Armour Residential REIT (ARR), has a Zacks Rank of 3 (Hold) and has seen a 5.9% return over the past month [5][6]

Apollo Commercial Real Estate Finance ("ARI") Strategic Loan Portfolio Sale Transaction January 28, 2026 Unless otherwise noted, information as of January 2026. Disclaimer Disclaimer No representation or warranty, express or implied, is or will be made by Apollo Commercial Real Estate Finance, Inc. ("ARI" or the "Company"), Apollo Global Management, Inc. (together with its subsidiaries, "Apollo") or any of their respective directors, officers, employees or advisers or any other person as to the accuracy or ...