Loading…
Loading…
The Undercovered Dozen series spotlights 12 lesser-covered stocks featured on Seeking Alpha. This curated selection aims to provide fresh investment ideas and foster community discussion around under-the-radar equities. Readers are encouraged to engage, share perspectives, and highlight additional overlooked investment opportunities.
Apollo Commercial Real Estate Finance has transitioned from a commercial REIT to a liquidation stub after selling its loan portfolio for $8.6 billion. At $6.84 per share, ARI offers 13–24% upside if liquidation proceeds as management estimates, with a Buy rating justified by the current discount. The September 29 shareholder vote on liquidation is pivotal; approval could yield $7.75-8.50 per share in distributions by 2028.
Apollo Commercial Real Estate Finance, Inc., has scheduled a special meeting for September 29, 2026, to vote on a formal Plan of Complete Liquidation and Dissolution; HDO recommends voting "FOR." Within 30 days of shareholder approval (expected late October 2026), ARI will distribute excess balance sheet cash of $3.70 to $4.00 per share. Following the initial cash payout, ARI will convert into a Liquidating Trust managed at a reduced 0.50% base fee on net assets.
ARI, BEP and BLDR have been added to the Zacks Rank #5 (Strong Sell) List on August 4th, 2026.
NEW YORK, June 24, 2026 (GLOBE NEWSWIRE) -- Apollo Commercial Real Estate Finance, Inc. (the “Company” or “ARI”) (NYSE:ARI) today announced that in connection with the Company's previously announced dividend of $3.75 per share of common stock, which is payable on July 15, 2026, to common stockholders of record on June 30, 2026, that the ex-dividend date for this dividend will be July 16, 2026.
NEW YORK, June 23, 2026 /PRNewswire/ -- S&P Dow Jones Indices will make the following changes to the S&P 500, S&P 100, S&P MidCap 400, and S&P SmallCap 600: Honeywell Aerospace Inc. (NASD: HONA) will be added to the S&P 500 & 100 on Monday, June 29. Honeywell Aerospace will replace Conagra Brands Inc. (NYSE: CAG) in the S&P 500, and Conagra Brands will replace Grid Dynamics Holdings Inc.(NASD: GDYN) in the S&P SmallCap 600 effective prior to the opening of trading on Tuesday, June 30.
Apollo Commercial Real Estate Finance, Inc. is pursuing liquidation, pending shareholder approval, after failing to find a viable path forward. ARI will return cash to shareholders and attempt to sell its $466M REO portfolio, with a special $3.75/share dividend declared. The current market price ($11/share) trades at a modest 8.3% discount to book value ($12/share), reflecting uncertainty around asset liquidation values.
NEW YORK, June 15, 2026 (GLOBE NEWSWIRE) -- Apollo Commercial Real Estate Finance, Inc. (the “Company” or “ARI”) (NYSE:ARI) today announced the Board of Directors declared a dividend of $3.75 per share of common stock, which is payable on July 15, 2026 to common stockholders of record on June 30, 2026. The dividend payment will be predominately classified as return of capital.