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Apollo Commercial Real Estate Finance, Inc. (ARI)

USD10.36 +0.05 (+0.44%)
US NYSE Real Estate REIT - Mortgage
Address 9 West 57th Street 10019
New York City, NY, US
CEO Stuart A. Rothstein
IPO 2009-09-24
CIK 1467760 ISIN US03762U1051

Explore sections of this company profile

Description

Apollo Commercial Real Estate Finance, Inc. functions as a Real Estate Investment Trust (REIT) with a core focus on the U.S. market. The company specializes in originating, purchasing, maintaining, and overseeing a diverse portfolio of debt instruments related to commercial properties, including primary mortgage loans and subordinate financing structures. Having qualified as a REIT under the Internal Revenue Code, it benefits from an exemption from federal income taxes, provided it distributes a minimum of 90% of its REIT taxable earnings to its shareholders. This entity was established in 2009 and is headquartered in New York, New York.

Market Cap & Enterprise Value
Merger & Acquisition History
Target company Ticker Date Filing
Apollo Residential Mortgage, In AMTG 2016-04-06 View
Technical Outlook
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Signal Summary Loading…
Indicator 1D1W2W3W1M
Each column is computed on that timeframe's candles (1D = daily, 1W ≈ weekly, 1M ≈ monthly), not on the same last day. ▲ bullish · ▼ bearish · — neutral. The Net row counts signals per column; hover any cell (or the indicator name) to see the exact rule behind it.
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
Indicative levels generated algorithmically. Not financial advice.
Risk Profile
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Price Chart
Averages
Trend
Price
Levels
Draw
USD10.36 +0.05 (+0.44%)
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Volume Profile
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Liquidity & share structure
Average Volume
2M
Beta
1.41
Float Shares
131.56M
Free Float %
99.0%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
-0.27% +0.09% +0.18% +3.40% +8.19% +13.22% +11.50% +7.24% -31.16% -32.39% -40.76%
Rolling Volatility
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Drawdown
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Relative Strength
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Monthly Returns Heatmap
From To
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Annual Monthly Returns
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Daily Returns Distribution
vs.
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Revenue flow

Revenue by geography

Revenue by segment

From To

Revenue composition

From To

By product

By geography

Financial Statements

Income Statement

Balance Sheet

Cash Flow Statement

Key Metrics

Financial Ratios

Employees

Financial Growth (CAGR)

Market Data

Analyst Consensus (12 ratings, all time) Hold
Price Targets & DCF
Current price
10.36
Low 10.50 +1.4%
Consensus 12.00 +15.8%
Median 12.00 +15.8%
High 13.50 +30.3%
DCF (Unlevered) 15.11 +45.9%

DCF figures are point estimates: small changes in growth or discount-rate assumptions move them materially. Read them as a reference, not a precise target.

Ratings Trend (MoM) 80% Bullish
Rating 2026-05 Change
Strong Buy 2 0
Buy 2 0
Hold 1 +1
Sell 0 0
Strong Sell 0 0
Price Target Summary
Period # Analysts Avg Target
Last Month
Last Quarter
Last Year 1
10.50
+1.4%
All Time 2
12.00
+15.8%
Quality scores
Altman Z-Score
-0.55
Distress
Piotroski F-Score
4 / 9
Average
Composite Rating
B-
Overall Score
3 / 5
Medium
DCF Score
1 / 5
Low
ROE Score
4 / 5
High
ROA Score
3 / 5
Medium
D/E Score
1 / 5
Low
P/E Score
3 / 5
Medium
P/Book Score
3 / 5
Medium
Operational MOAT
  • Revenue growth
    +1.3% Q1'26: -0.8% (vs Q1'25)
  • EPS growth
    +183.5% Q1'26: +0.0% (vs Q1'25)
  • FCF margin
    Q1'26: -0.2% (vs Q1'25)
  • EBIT margin
    Q1'26: +13.0% (vs Q1'25)
  • ROIC
    Q1'26: +0.9% (vs Q1'25)
  • Share dilution
    -0.6% Q1'26: +0.5% (vs Q1'25)
  • Debt / EBITDA
    13.23× Q1'26: 77.41× (vs Q1'25)
Valuation Multiples From To
Price Forecast (3Y) From To
Model
Adjust
P/E
Theoretical Return — If Invested Today

* These projections are based on analyst consensus estimates and user-defined valuation multiples. This table is for informational purposes only and does not constitute a recommendation to buy or sell any security. Past performance is not indicative of future results.

DCF Interactive Model (UFCF)
Projection years:
Market assumptions
WACC components (optional)
Ke (Cost of Equity) = Rf + β (1.42) × ERP
WACC = 16% × Ke + 84% × Kd (5.8%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
Intrinsic value (base): 15.11 Current price: 10.36
Enterprise Value: Equity Value: Terminal Value: TV as % of EV:

Base values reflect the latest available data for this company and market conditions.

Consensus Estimates
Metric Dec 2011
actual
Dec 2012
actual
Dec 2013
actual
Dec 2014
actual
Dec 2015
actual
Dec 2016
actual
Dec 2017
actual
Dec 2018
actual
Dec 2019
actual
Dec 2020
actual
Dec 2021
actual
Dec 2022
actual
Dec 2023
actual
Dec 2024
actual
Dec 2025
actual
Dec 2026
1 Rev. Ana.
2 EPS Ana.
Dec 2027
1 Rev. Ana.
2 EPS Ana.
Revenue
51.09M
est: 36.51M (+39.9%)
56.45M
est: 53.50M (+5.5%)
77.31M
est: 67.64M (+14.3%)
123.35M
est: 99.90M (+23.5%)
196.89M
est: 142.73M (+37.9%)
296.76M
est: 195.47M (+51.8%)
288.17M
est: 247.29M (+16.5%)
413.60M
est: 288.67M (+43.3%)
489.05M
est: 340.17M (+43.8%)
342.84M
est: 292.96M (+17.0%)
421.23M
est: 275.82M (+52.7%)
641.34M
est: 277.20M (+131.4%)
777.00M
est: 175.62M (+342.4%)
701.53M
est: 310.60M (+125.9%)
710.49M
est: 271.16M (+162.0%)
244.42M
225.67M – 263.18M
-9.9% YoY
115.82M
90.15M – 141.50M
-52.6% YoY
EBITDA
40.34M
est: 693.9K (+5,712.8%)
48.58M
est: 47.02M (+3.3%)
56.84M
est: 54.50M (+4.3%)
109.28M
est: 1.90M (+5,655.4%)
152.12M
est: 2.71M (+5,507.0%)
221.64M
est: 3.72M (+5,865.6%)
271.09M
est: 4.70M (+5,667.4%)
334.58M
est: 5.49M (+5,997.9%)
383.10M
est: 6.47M (+5,825.1%)
167.27M
est: 239.55M (-30.2%)
388.68M
est: 5.24M (+7,314.1%)
536.46M
est: 5.27M (+10,081.8%)
532.93M
est: 135.31M (+293.9%)
396.38M
est: 239.30M (+65.6%)
598.31M
est: 208.92M (+186.4%)
188.32M
173.87M – 202.76M
-9.9% YoY
89.24M
69.45M – 109.02M
-52.6% YoY
EBIT
40.34M
est: 815.4K (+4,847.0%)
48.58M
est: 1.19M (+3,965.8%)
56.84M
est: 1.51M (+3,662.6%)
109.28M
est: 2.23M (+4,798.1%)
152.12M
est: 3.19M (+4,671.9%)
221.64M
est: 4.37M (+4,977.1%)
271.09M
est: 5.52M (+4,808.4%)
334.58M
est: 6.45M (+5,089.7%)
383.10M
est: 7.60M (+4,942.6%)
167.27M
est: 6.54M (+2,456.5%)
386.04M
est: 6.16M (+6,166.9%)
535.76M
est: 6.19M (+8,553.9%)
524.68M
est: 133.54M (+292.9%)
384.71M
est: 236.17M (+62.9%)
587.14M
est: 206.18M (+184.8%)
185.85M
171.59M – 200.11M
-9.9% YoY
88.07M
68.54M – 107.59M
-52.6% YoY
Net Income
25.88M
est: 26.71M (-3.1%)
40.18M
est: 38.90M (+3.3%)
52.49M
est: 50.33M (+4.3%)
82.74M
est: 81.14M (+2.0%)
103.26M
est: 101.14M (+2.1%)
157.88M
est: 142.76M (+10.6%)
193.03M
est: 188.49M (+2.4%)
219.99M
est: 222.18M (-1.0%)
230.17M
est: 232.24M (-0.9%)
18.38M
est: 66.40M (-72.3%)
223.52M
est: 212.05M (+5.4%)
265.23M
est: 201.65M (+31.5%)
58.13M
est: 7.48M (+677.0%)
-119.64M
est: 45.37M (-363.7%)
126.72M
est: 135.78M (-6.7%)
91.24M
62.00M – 120.48M
-32.8% YoY
126.85M
48.73M – 155.04M
+39.0% YoY
SGA
est: 10.83M (-100.0%)
est: 14.25M (-100.0%)
est: 16.83M (-100.0%)
est: 17.89M (-100.0%)
est: 25.56M (-100.0%)
est: 44.91M (-100.0%)
est: 50.83M (-100.0%)
est: 57.48M (-100.0%)
est: 65.72M (-100.0%)
est: 76.73M (-100.0%)
est: 64.28M (-100.0%)
est: 73.17M (-100.0%)
est: 3.04M (-100.0%)
est: 5.38M (-100.0%)
61.58M
est: 4.70M (+1,210.1%)
4.24M
3.91M – 4.56M
-9.9% YoY
2.01M
1.56M – 2.45M
-52.6% YoY
EPS
1.35
est: 1.49 (-9.4%)
1.64
est: 1.45 (+13.1%)
1.26
est: 1.32 (-4.5%)
1.72
est: 1.66 (+3.6%)
1.53
est: 1.89 (-19.1%)
1.73
est: 1.88 (-8.2%)
1.54
est: 1.55 (-0.6%)
1.52
est: 1.79 (-14.9%)
1.41
est: 1.85 (-23.7%)
0.01
est: 1.08 (-99.1%)
1.48
est: 1.43 (+3.8%)
1.77
est: 1.40 (+26.0%)
0.29
est: 0.05 (+447.6%)
-0.97
est: 0.35 (-379.4%)
0.81
est: 0.98 (-17.2%)
0.70
0.45 – 0.87
-28.5% YoY
0.73
0.35 – 1.12
+4.9% YoY
Historical Ratings (3M)
Date Rating Overall DCF ROE ROA D/E P/E P/B
2026-05-28 B- 3/5 1/5 4/5 3/5 1/5 3/5 3/5
2026-05-27 B- 3/5 1/5 4/5 3/5 1/5 3/5 3/5
2026-05-26 B- 3/5 1/5 4/5 3/5 1/5 3/5 3/5
2026-05-22 B- 3/5 1/5 4/5 3/5 1/5 3/5 3/5
2026-05-21 B- 2/5 1/5 3/5 3/5 1/5 3/5 3/5
2026-05-20 B- 2/5 1/5 3/5 3/5 1/5 3/5 3/5
2026-05-19 B- 3/5 1/5 4/5 3/5 1/5 3/5 3/5
2026-05-18 B- 3/5 1/5 4/5 3/5 1/5 3/5 3/5
2026-05-15 B- 3/5 1/5 4/5 3/5 1/5 3/5 3/5
2026-05-14 B- 3/5 1/5 4/5 3/5 1/5 3/5 3/5
2026-05-13 B- 3/5 1/5 4/5 3/5 1/5 3/5 3/5
2026-05-12 B- 3/5 1/5 4/5 3/5 1/5 3/5 3/5
2026-05-11 B 3/5 1/5 4/5 3/5 1/5 3/5 4/5
2026-05-08 B 3/5 1/5 4/5 3/5 1/5 3/5 4/5
2026-05-07 B 3/5 1/5 4/5 3/5 1/5 3/5 4/5
2026-05-06 B 3/5 1/5 4/5 3/5 1/5 3/5 4/5
2026-05-05 B 3/5 1/5 4/5 3/5 1/5 3/5 4/5
2026-05-04 B 3/5 1/5 4/5 3/5 1/5 3/5 4/5
2026-05-01 B- 3/5 1/5 3/5 3/5 1/5 3/5 4/5
2026-04-30 B- 3/5 1/5 3/5 3/5 1/5 3/5 4/5
2026-04-29 B 3/5 1/5 3/5 4/5 1/5 3/5 4/5
2026-04-28 B 3/5 1/5 3/5 4/5 1/5 3/5 4/5
2026-04-27 B 3/5 1/5 3/5 4/5 1/5 3/5 4/5
2026-04-24 B 3/5 1/5 3/5 4/5 1/5 3/5 4/5
2026-04-23 B 3/5 1/5 3/5 4/5 1/5 3/5 4/5
2026-04-22 B 3/5 1/5 3/5 4/5 1/5 3/5 4/5
2026-04-21 B 3/5 1/5 3/5 4/5 1/5 3/5 4/5
2026-04-20 B 3/5 1/5 3/5 4/5 1/5 3/5 4/5
2026-04-17 B 3/5 1/5 3/5 4/5 1/5 3/5 4/5
2026-04-16 B 3/5 1/5 3/5 4/5 1/5 3/5 4/5
2026-04-15 B 3/5 1/5 3/5 4/5 1/5 3/5 4/5

Owner Earnings

Owner's Earnings (history) From To
Owner alignment
Owner's Earnings TTM
300.73M
OE per share TTM
2.16
Owner's Yield
19.72%
Maintenance CapEx ratio
422.12%
Maint CapEx / Avg PPE
37.3%

Ownership Overview

Ownership breakdown
At a glance
Institutional holders
276
Total invested
907.94M
Insider transactions (90d)
1
Beneficial owners (>5%)
14
Beneficial owners (>5%)
# Reporting person Amount owned % of class Sole voting Shared voting Sole dispositive Shared dispositive Type Citizenship Filing date SEC filing
1 (1) BlackRock, Inc. 23.49M 16.70% HC Delaware 2023-01-20
2 The Vanguard Group - 23-1945930 14.61M 10.44% 114.7K 14.37M 238.9K IA Pennsylvania 2022-02-09
3 Qatar Investment Authority 10.49M 7.48% 10.49M 10.49M OO Qatar 2021-01-27
4 QH RE Asset Company LLC 8.39M 5.98% 8.39M 8.39M OO Qatar 2021-01-27
5 Investment Strategies, LLC, "Goldman Sachs Asset Management") 3.20M 4.80% 13.00 3.03M 3.20M IA Delaware 2016-02-01
6 OppenheimerFunds, Inc. 3.11M 4.63% 3.11M IA Colorado 2016-02-01
7 DIC Holding II LLC 2.10M 1.50% 2.10M 2.10M OO Qatar 2021-01-27
8 Apollo Management Holdings GP, LLC 1.34M 4.80% 1.34M 10.00 OO Delaware 2013-01-30
9 Apollo Management Holdings, L.P. 1.34M 4.80% 1.34M 10.00 PN Delaware 2013-01-30
10 Apollo Capital Management GP, LLC 1.23M 4.40% 1.23M 10.00 OO Delaware 2013-01-30
11 Apollo Capital Management, L.P. 1.23M 4.40% 1.23M 10.00 PN Delaware 2013-01-30
12 Athene Annuity & Life Assurance Company 1.23M 4.40% 1.23M 10.00 IC Delaware 2013-01-30
13 Athene Asset Management LLC 1.23M 4.40% 1.23M 10.00 OO Delaware 2013-01-30
14 2. 0.00% PN Bermuda 2019-01-29

Institutional Activity (13F)

Institutional ownership trend From To
13F snapshot — 2026 Q1
Investors holding
276
+10 vs prev Q
New positions
48
Closed positions
41
Increased
133
Reduced
86
Put/Call ratio
2.07
Calls held
928.5K
Puts held
1.92M
Top institutional holders
# Investor Shares / Δ Mkt value / Δ Own% / Δ Weight% / Δ Avg px / Perf. Hold / Status
1 BLACKROCK, INC. 21.23M +211.2K (+1.0%) 205.47M -7.4M (-3.5%) 15.29% +0.160 pp 0.00% 0.000 pp USD9.19 +5.3% 6 qtrs
2 VANGUARD GROUP INC 15.09M -116.2K (-0.8%) 146.10M -8.0M (-5.2%) 10.87% -0.078 pp 0.00% 0.000 pp USD16.91 -42.8% 65 qtrs
3 STATE STREET CORP 5.30M +56.4K (+1.1%) 52.59M -1.8M (-3.3%) 3.82% +0.043 pp 0.00% 0.000 pp USD15.66 -38.2% 51 qtrs
4 NO STREET GP LP 3.23M +231.1K (+7.7%) 31.28M +887.0K (+2.9%) 2.33% +0.168 pp 2.11% +0.108 pp USD9.78 -1.0% 3 qtrs
5 GEODE CAPITAL MANAGEMENT, LLC 3.17M +9.3K (+0.3%) 30.66M -1.3M (-4.2%) 2.28% +0.008 pp 0.00% 0.000 pp USD14.18 -31.7% 65 qtrs
6 MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. 2.21M +123.5K (+5.9%) 21.39M +256.9K (+1.2%) 1.59% +0.090 pp 0.03% -0.002 pp USD9.65 +0.3% 7 qtrs
7 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 2.20M -60.3K (-2.7%) 21.33M -1.6M (-7.0%) 1.59% -0.043 pp 0.00% 0.000 pp USD13.88 -30.3% 57 qtrs
8 MORGAN STANLEY 1.95M +350.9K (+21.9%) 18.88M +2.7M (+16.5%) 1.40% +0.253 pp 0.00% +0.000 pp USD13.43 -27.9% 51 qtrs
9 NORTHERN TRUST CORP 1.65M -100.9K (-5.8%) 15.94M -1.8M (-10.0%) 1.19% -0.072 pp 0.00% 0.000 pp USD15.88 -39.0% 51 qtrs
10 INVESCO LTD. 1.24M +149.2K (+13.6%) 12.05M +951.6K (+8.6%) 0.90% +0.108 pp 0.00% +0.000 pp USD11.30 -14.3% 57 qtrs
11 VAN ECK ASSOCIATES CORP 1.19M +151.9K (+14.7%) 11.47M +1.0M (+9.6%) 0.85% +0.110 pp 0.01% 0.000 pp USD11.77 -17.8% 57 qtrs
12 BANK OF NEW YORK MELLON CORP 938.2K -27.0K (-2.8%) 9.08M -695.8K (-7.1%) 0.68% -0.019 pp 0.00% 0.000 pp USD16.52 -41.4% 65 qtrs
13 PRINCIPAL FINANCIAL GROUP INC 853.9K +79.7K (+10.3%) 8.27M +423.5K (+5.4%) 0.61% +0.057 pp 0.00% +0.000 pp USD15.80 -38.7% 43 qtrs
14 CURA WEALTH ADVISORS, LLC 823.2K -8.5K (-1.0%) 7.97M -456.1K (-5.4%) 0.59% -0.006 pp 3.02% -0.199 pp USD8.84 +9.5% 5 qtrs
15 GOLDMAN SACHS GROUP INC 754.7K +109.0K (+16.9%) 7.31M +764.4K (+11.7%) 0.54% +0.079 pp 0.00% +0.000 pp USD10.14 -4.5% 63 qtrs
16 APOLLO MANAGEMENT HOLDINGS, L.P. 665.6K +— (+0.0%) 6.44M -299.5K (-4.4%) 0.48% +0.000 pp 0.05% -0.021 pp USD10.27 -5.7% 47 qtrs
17 JPMORGAN CHASE & CO 664.5K -25.4K (-3.7%) 6.43M -556.5K (-8.0%) 0.48% -0.018 pp 0.00% +0.000 pp USD10.04 -3.6% 51 qtrs
18 FIRST TRUST ADVISORS LP 636.4K +557.9K (+710.3%) 6.16M +5.4M (+674.3%) 0.46% +0.402 pp 0.00% +0.004 pp USD9.61 +0.7% 40 qtrs
19 HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 635.5K +— (+0.0%) 6.15M -286.0K (-4.4%) 0.46% +0.000 pp 0.02% -0.002 pp USD9.30 +4.1% 14 qtrs
20 TUDOR INVESTMENT CORP ET AL 584.8K +260.7K (+80.4%) 5.66M +2.4M (+72.4%) 0.42% +0.188 pp 0.01% +0.005 pp USD9.68 +0.0% 3 qtrs
21 WATERFALL ASSET MANAGEMENT, LLC 569.0K +569.0K (+100.0%) 5.56M +5.6M (+100.0%) 0.41% +0.410 pp 2.99% +2.990 pp USD9.68 +0.0% 1 qtrs NEW
22 UBS GROUP AG 555.1K +66.4K (+13.6%) 5.37M +423.1K (+8.5%) 0.40% +0.048 pp 0.00% +0.000 pp USD9.95 -2.7% 45 qtrs
23 EDGESTREAM PARTNERS, L.P. 547.4K +84.0K (+18.1%) 5.30M +604.1K (+12.9%) 0.39% +0.061 pp 0.15% +0.012 pp USD9.68 +0.0% 3 qtrs
24 BALYASNY ASSET MANAGEMENT L.P. 517.9K +128.4K (+33.0%) 5.01M +1.1M (+27.0%) 0.37% +0.093 pp 0.01% +0.001 pp USD9.66 +0.2% 4 qtrs
25 MILLENNIUM MANAGEMENT LLC 504.1K +485.2K (+2,573.9%) 4.88M +4.7M (+2,455.1%) 0.36% +0.349 pp 0.00% +0.002 pp USD9.65 +0.3% 6 qtrs
26 PUBLIC SECTOR PENSION INVESTMENT BOARD 452.7K -56.8K (-11.1%) 4.38M -778.6K (-15.1%) 0.33% -0.041 pp 0.01% -0.004 pp USD12.61 -23.2% 35 qtrs
27 ALLIANZ ASSET MANAGEMENT GMBH 444.8K +139.8K (+45.8%) 4.31M +1.2M (+39.4%) 0.32% +0.101 pp 0.00% +0.001 pp USD9.85 -1.7% 3 qtrs
28 QUBE RESEARCH & TECHNOLOGIES LTD 402.9K +274.3K (+213.4%) 3.90M +2.6M (+199.5%) 0.29% +0.198 pp 0.00% +0.003 pp USD9.82 -1.4% 2 qtrs
29 NUVEEN, LLC 388.5K -12.1K (-3.0%) 3.76M -297.3K (-7.3%) 0.28% -0.009 pp 0.00% 0.000 pp USD9.57 +1.1% 4 qtrs
30 RHUMBLINE ADVISERS 385.1K -19.4K (-4.8%) 3.73M -370.2K (-9.0%) 0.28% -0.014 pp 0.00% 0.000 pp USD15.90 -39.1% 55 qtrs
31 UBS ASSET MANAGEMENT AMERICAS INC 377.5K +376.1K (+28,281.4%) 3.65M +3.6M (+27,020.4%) 0.27% +0.271 pp 0.00% +0.001 pp USD9.68 +0.0% 52 qtrs
32 CITADEL ADVISORS LLC 376.4K -358.1K (-48.8%) 3.64M -3.8M (-51.0%) 0.27% -0.258 pp 0.00% -0.001 pp USD9.78 -1.0% 29 qtrs
33 LPL FINANCIAL LLC 353.3K +14.4K (+4.3%) 3.42M -12.6K (-0.4%) 0.25% +0.011 pp 0.00% 0.000 pp USD13.75 -29.6% 35 qtrs
34 BANK OF AMERICA CORP /DE/ 325.5K -95.0K (-22.6%) 3.15M -1.1M (-26.0%) 0.23% -0.068 pp 0.00% 0.000 pp USD10.91 -11.3% 52 qtrs
35 LEGAL & GENERAL GROUP PLC 320.4K -21.2K (-6.2%) 3.10M -358.6K (-10.4%) 0.23% -0.015 pp 0.00% 0.000 pp USD16.72 -42.1% 46 qtrs
36 AMERIPRISE FINANCIAL INC 319.7K -17.0K (-5.0%) 3.10M -316.6K (-9.3%) 0.23% -0.012 pp 0.00% 0.000 pp USD16.66 -41.9% 39 qtrs
37 WELLS FARGO & COMPANY/MN 316.0K +47.1K (+17.5%) 3.06M +335.4K (+12.3%) 0.23% +0.034 pp 0.00% +0.000 pp USD11.58 -16.4% 57 qtrs
38 CARMEL CAPITAL PARTNERS, LLC 314.5K +89.9K (+40.0%) 3.04M +769.0K (+33.8%) 0.23% +0.065 pp 1.07% +0.110 pp USD10.00 -3.2% 2 qtrs
39 AQR CAPITAL MANAGEMENT LLC 313.5K +43.8K (+16.2%) 3.03M +302.4K (+11.1%) 0.23% +0.032 pp 0.00% 0.000 pp USD10.22 -5.3% 41 qtrs
40 LIGHTHOUSE INVESTMENT PARTNERS, LLC 290.7K -70.2K (-19.4%) 2.81M -841.7K (-23.0%) 0.21% -0.050 pp 0.08% -0.026 pp USD10.04 -3.6% 3 qtrs
41 BI ASSET MANAGEMENT FONDSMAEGLERSELSKAB A/S 279.8K +— (+0.0%) 2.71M -126.0K (-4.4%) 0.20% +0.000 pp 0.02% -0.002 pp USD10.01 -3.3% 13 qtrs
42 TWO SIGMA INVESTMENTS, LP 263.2K -2.7K (-1.0%) 2.55M -145.9K (-5.4%) 0.19% -0.002 pp 0.00% 0.000 pp USD9.69 -0.1% 4 qtrs
43 SWISS NATIONAL BANK 260.2K +4.4K (+1.7%) 2.52M -72.5K (-2.8%) 0.19% +0.003 pp 0.00% +0.000 pp USD15.51 -37.6% 51 qtrs
44 247.2K +247.2K (+100.0%) 2.39M +2.4M (+100.0%) 0.18% +0.178 pp 0.11% +0.109 pp USD9.68 +0.0% 1 qtrs NEW
45 NEW AGE ALPHA ADVISORS, LLC 238.8K -12.1K (-4.8%) 2.31M -230.2K (-9.1%) 0.17% -0.009 pp 0.10% -0.007 pp USD8.97 +7.9% 5 qtrs
46 PRELUDE CAPITAL MANAGEMENT, LLC 225.0K +— (+0.0%) 2.18M -101.3K (-4.4%) 0.16% +0.000 pp 0.16% -0.018 pp USD8.66 +11.8% 5 qtrs
47 BARCLAYS PLC 217.8K -111.7K (-33.9%) 2.11M -919.5K (-30.4%) 0.16% -0.080 pp 0.00% 0.000 pp USD9.85 -1.7% 51 qtrs
48 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 211.5K +39.7K (+23.1%) 2.07M +356.3K (+20.7%) 0.15% +0.029 pp 0.00% +0.000 pp USD9.95 -2.7% 10 qtrs
49 NEW YORK STATE TEACHERS RETIREMENT SYSTEM 196.1K +10.9K (+5.9%) 1.90M +22.0K (+1.2%) 0.14% +0.008 pp 0.00% +0.000 pp USD14.95 -35.3% 35 qtrs
50 ALLIANCEBERNSTEIN L.P. 194.8K +23.6K (+13.8%) 1.89M +151.4K (+8.7%) 0.14% +0.017 pp 0.00% +0.000 pp USD15.21 -36.4% 61 qtrs
51 Y-INTERCEPT (HONG KONG) LTD 190.9K +121.9K (+176.6%) 1.85M +1.1M (+164.3%) 0.14% +0.088 pp 0.04% +0.025 pp USD9.75 -0.7% 8 qtrs
52 WOLVERINE ASSET MANAGEMENT LLC 178.6K +— (+0.0%) 1.73M -80.4K (-4.4%) 0.13% +0.000 pp 0.01% +0.000 pp USD9.45 +2.4% 11 qtrs
53 AM INVESTMENT STRATEGIES LLC 155.7K +3.8K (+2.5%) 1.51M -32.0K (-2.1%) 0.11% +0.003 pp 0.31% -0.021 pp USD10.27 -5.7% 9 qtrs
54 NORGES BANK 145.8K +145.8K (+100.0%) 1.41M +1.4M (+100.0%) 0.11% +0.105 pp 0.00% +0.000 pp USD9.68 +0.0% 1 qtrs NEW
55 PRUDENTIAL FINANCIAL INC 143.6K -291.9K (-67.0%) 1.39M -3.0M (-68.5%) 0.10% -0.210 pp 0.00% -0.004 pp USD12.07 -19.8% 59 qtrs
56 PALOGIC VALUE MANAGEMENT, L.P. 131.8K +876.0 (+0.7%) 1.28M -50.4K (-3.8%) 0.09% +0.001 pp 0.53% -0.001 pp USD10.21 -5.2% 13 qtrs
57 MACKENZIE FINANCIAL CORP 126.7K +126.7K (+100.0%) 1.25M +1.3M (+100.0%) 0.09% +0.091 pp 0.00% +0.002 pp USD9.68 +0.0% 1 qtrs NEW
58 INTECH INVESTMENT MANAGEMENT LLC 129.3K +27.9K (+27.5%) 1.25M +224.7K (+21.9%) 0.09% +0.020 pp 0.01% +0.002 pp USD9.12 +6.1% 6 qtrs
59 HENNION & WALSH ASSET MANAGEMENT, INC. 128.8K +81.9K (+174.4%) 1.25M +771.3K (+162.2%) 0.09% +0.059 pp 0.04% +0.026 pp USD9.84 -1.6% 2 qtrs
60 MERIT FINANCIAL GROUP, LLC 127.4K +8.8K (+7.4%) 1.23M +31.4K (+2.6%) 0.09% +0.006 pp 0.01% -0.001 pp USD10.93 -11.4% 11 qtrs
61 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 122.0K -122.0 (-0.1%) 1.18M -56.1K (-4.5%) 0.09% +0.000 pp 0.00% 0.000 pp USD17.32 -44.1% 52 qtrs
62 PRICE T ROWE ASSOCIATES INC /MD/ 119.6K +6.2K (+5.5%) 1.16M +9.0K (+0.8%) 0.09% +0.005 pp 0.00% +0.000 pp USD13.02 -25.7% 48 qtrs
63 ALPHACORE CAPITAL LLC 119.4K -4.8K (-3.9%) 1.16M -133.4K (-10.3%) 0.09% -0.004 pp 0.03% -0.018 pp USD9.60 +0.8% 7 qtrs
64 PENSERRA CAPITAL MANAGEMENT LLC 115.0K +4.8K (+4.3%) 1.11M -3.0K (-0.3%) 0.08% +0.004 pp 0.01% 0.000 pp USD10.49 -7.7% 18 qtrs
65 NOMURA HOLDINGS INC 109.5K +109.5K (+100.0%) 1.06M +1.1M (+100.0%) 0.08% +0.079 pp 0.00% +0.001 pp USD9.68 +0.0% 5 qtrs
66 NOVARE CAPITAL MANAGEMENT LLC 108.7K +36.0K (+49.5%) 1.05M +315.8K (+42.9%) 0.08% +0.026 pp 0.08% +0.023 pp USD10.01 -3.3% 9 qtrs
67 THRIVENT FINANCIAL FOR LUTHERANS 108.6K +13.9K (+14.7%) 1.05M +92.0K (+9.6%) 0.08% +0.010 pp 0.00% +0.000 pp USD11.44 -15.4% 44 qtrs
68 GREAT WEST LIFE ASSURANCE CO /CAN/ 108.6K +— (+0.0%) 1.05M -54.0K (-4.9%) 0.08% +0.000 pp 0.00% +0.000 pp USD13.35 -27.5% 47 qtrs
69 DEUTSCHE BANK AG\ 107.7K +4.7K (+4.6%) 1.04M -952.0 (-0.1%) 0.08% +0.003 pp 0.00% +0.000 pp USD10.63 -8.9% 50 qtrs
70 AMERICAN FINANCIAL GROUP INC 105.2K +— (+0.0%) 1.02M -47.3K (-4.4%) 0.08% +0.000 pp 0.37% -0.042 pp USD16.37 -40.9% 38 qtrs
71 JANE STREET GROUP, LLC 102.1K -22.6K (-18.1%) 988.7K -274.5K (-21.7%) 0.07% -0.016 pp 0.00% +0.000 pp USD10.02 -3.4% 25 qtrs
72 SG AMERICAS SECURITIES, LLC 99.9K +48.6K (+94.8%) 967.0K +447.0K (+86.0%) 0.07% +0.035 pp 0.00% -0.001 pp USD9.64 +0.4% 5 qtrs
73 VICTORY CAPITAL MANAGEMENT INC 99.1K -495.6K (-83.3%) 959.2K -5.1M (-84.1%) 0.07% -0.357 pp 0.00% -0.003 pp USD9.82 -1.4% 26 qtrs
74 CAXTON ASSOCIATES LLP 94.4K +20.5K (+27.7%) 913.8K +165.1K (+22.1%) 0.07% +0.015 pp 0.02% +0.000 pp USD10.03 -3.5% 4 qtrs
75 RAYMOND JAMES FINANCIAL INC 90.2K +2.7K (+3.1%) 873.1K -13.1K (-1.5%) 0.06% +0.002 pp 0.00% +0.000 pp USD8.95 +8.2% 5 qtrs
76 SAMALIN INVESTMENT COUNSEL, LLC 83.7K +1.8K (+2.1%) 810.0K -19.9K (-2.4%) 0.06% +0.001 pp 0.29% +0.002 pp USD12.88 -24.8% 25 qtrs
77 KESTRA ADVISORY SERVICES, LLC 81.4K -4.7K (-5.4%) 788.2K -84.1K (-9.6%) 0.06% -0.003 pp 0.00% -0.001 pp USD9.16 +5.7% 8 qtrs
78 LIDO ADVISORS, LLC 75.7K -1.0 (0.0%) 786.2K +— (+0.0%) 0.05% +0.000 pp 0.00% 0.000 pp USD11.63 -16.8% 9 qtrs
79 METLIFE INVESTMENT MANAGEMENT, LLC 75.3K -6.5K (-8.0%) 729.0K -99.9K (-12.1%) 0.05% -0.005 pp 0.00% -0.001 pp USD14.45 -33.0% 33 qtrs
80 ADVISOR GROUP HOLDINGS, INC. 75.0K +159.0 (+0.2%) 726.2K -61.2K (-7.8%) 0.05% +0.000 pp 0.00% +0.000 pp USD10.67 -9.3% 24 qtrs
81 PFG INVESTMENTS, LLC 71.2K +2.9K (+4.2%) 689.6K -2.8K (-0.4%) 0.05% +0.002 pp 0.03% -0.004 pp USD10.49 -7.7% 8 qtrs
82 ILLINOIS MUNICIPAL RETIREMENT FUND 69.7K +6.2K (+9.8%) 674.3K +31.7K (+4.9%) 0.05% +0.005 pp 0.01% +0.000 pp USD10.08 -4.0% 10 qtrs
83 ADVISORS ASSET MANAGEMENT, INC. 69.1K -221.6K (-76.2%) 669.1K -2.3M (-77.3%) 0.05% -0.160 pp 0.01% -0.039 pp USD10.32 -6.2% 50 qtrs
84 STATE OF ALASKA, DEPARTMENT OF REVENUE 66.5K +785.0 (+1.2%) 643.0K -22.0K (-3.3%) 0.05% +0.001 pp 0.01% +0.000 pp USD15.48 -37.5% 35 qtrs
85 BANK OF MONTREAL /CAN/ 65.9K +2.0K (+3.1%) 638.3K -9.6K (-1.5%) 0.05% +0.002 pp 0.00% +0.000 pp USD10.85 -10.8% 51 qtrs
86 STIFEL FINANCIAL CORP 63.3K +4.7K (+8.0%) 612.5K +19.2K (+3.2%) 0.05% +0.003 pp 0.00% +0.000 pp USD9.75 -0.7% 48 qtrs
87 IEQ CAPITAL, LLC 62.4K +9.0K (+16.8%) 603.6K +63.0K (+11.6%) 0.04% +0.007 pp 0.00% +0.000 pp USD9.92 -2.4% 3 qtrs
88 ROYAL BANK OF CANADA 61.0K +9.2K (+17.7%) 590.0K +65.0K (+12.4%) 0.04% +0.007 pp 0.00% +0.000 pp USD12.47 -22.4% 51 qtrs
89 NORTH GROUND CAPITAL 60.0K +60.0K (+100.0%) 580.8K +580.8K (+100.0%) 0.04% +0.043 pp 0.29% +0.288 pp USD9.68 +0.0% 1 qtrs NEW
90 NATIXIS 60.0K +60.0K (+100.0%) 580.8K +580.8K (+100.0%) 0.04% +0.043 pp 0.00% +0.002 pp USD9.68 +0.0% 1 qtrs NEW
91 LOUISIANA STATE EMPLOYEES RETIREMENT SYSTEM 59.8K -200.0 (-0.3%) 578.9K -28.9K (-4.8%) 0.04% 0.000 pp 0.01% 0.000 pp USD14.33 -32.4% 35 qtrs
92 JANUS HENDERSON GROUP PLC 59.5K +— (+0.0%) 576.0K -26.2K (-4.3%) 0.04% +0.000 pp 0.00% +0.000 pp USD11.51 -15.9% 18 qtrs
93 CETERA INVESTMENT ADVISERS 59.1K -10.5K (-15.1%) 571.8K -132.8K (-18.9%) 0.04% -0.008 pp 0.00% 0.000 pp USD10.91 -11.3% 21 qtrs
94 MANUFACTURERS LIFE INSURANCE COMPANY, THE 58.5K -4.6K (-7.3%) 565.8K -73.1K (-11.4%) 0.04% -0.003 pp 0.00% 0.000 pp USD14.87 -34.9% 51 qtrs
95 CITIGROUP INC 58.3K +12.4K (+27.1%) 564.5K +99.7K (+21.4%) 0.04% +0.009 pp 0.00% +0.000 pp USD10.55 -8.2% 54 qtrs
96 STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 57.3K +— (+0.0%) 554.3K -25.8K (-4.4%) 0.04% +0.000 pp 0.00% +0.000 pp USD16.57 -41.6% 51 qtrs
97 QRG CAPITAL MANAGEMENT, INC. 56.3K +5.7K (+11.3%) 544.8K +32.4K (+6.3%) 0.04% +0.004 pp 0.01% 0.000 pp USD9.97 -2.9% 10 qtrs
98 CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. 56.0K -20.1K (-26.5%) 542.0K -229.0K (-29.7%) 0.04% -0.015 pp 0.00% -0.001 pp USD11.54 -16.1% 47 qtrs
99 MARINER, LLC 54.0K +9.8K (+22.1%) 523.5K +75.9K (+17.0%) 0.04% +0.007 pp 0.00% +0.000 pp USD10.37 -6.7% 16 qtrs
100 HANDELSBANKEN FONDER AB 53.8K +11.5K (+27.2%) 521.0K +92.0K (+21.4%) 0.04% +0.008 pp 0.00% +0.000 pp USD9.92 -2.4% 23 qtrs
Ownership breakdown by holder

Insider Activity

Insider Activity — Latest Quarter
Ratio by transactions
7.00
Bullish
Ratio by volume
3.00
Bullish
Buys
7
Sells
1
Shares acquired
67.1K
Shares disposed
4.6K
Cash buys
Cash sales
1.00
Net activity
+62,535
Insider buys vs sells (history) From To
Recent insider transactions From To
Date Person Role Transaction A/D Security Shares Price Value Owned after D/I Filing
2026-05-13 Whonder Carmencita N.M. Director S-Sale D Common Stock 4,574 10.93 50.0K 24,799 D
2026-04-01 Whonder Carmencita N.M. Director A-Award A Common Stock 9,587 0.00 29,373 D
2026-04-01 SALVATI MICHAEL Director A-Award A Common Stock 9,587 0.00 162,542 D
2026-04-01 Romando Brenna Haysom Director A-Award A Common Stock 9,587 0.00 90,534 D
2026-04-01 Prince Scott Director A-Award A Common Stock 9,587 0.00 60,903 D
2026-04-01 Kasdin Robert A Director A-Award A Common Stock 9,587 0.00 114,628 D
2026-04-01 Carlton Pamela G Director A-Award A Common Stock 9,587 0.00 49,274 D
2026-04-01 BIDERMAN MARK C Director A-Award A Common Stock 9,587 0.00 70,374 D
2026-01-30 ROTHSTEIN STUART Director / Officer F-InKind D Common Stock 61,485 10.68 656.7K 277,676 D
2026-01-30 Mironova Anastasia G. Officer F-InKind D Common Stock 6,385 10.68 68.2K 75,281 D
2025-12-30 ROTHSTEIN STUART Director / Officer A-Award A Common Stock 109,452 0.00 339,161 D
2025-12-30 Mironova Anastasia G. Officer A-Award A Common Stock 34,825 0.00 81,666 D
2025-12-15 ROTHSTEIN STUART Director / Officer S-Sale D Common Stock 52,072 10.16 529.1K 229,709 D
2025-09-15 ROTHSTEIN STUART Director / Officer S-Sale D Common Stock 52,073 10.78 561.3K 281,781 D
2025-06-16 ROTHSTEIN STUART Director / Officer S-Sale D Common Stock 52,074 9.83 511.8K 333,854 D
2025-04-29 BIDERMAN MARK C Director S-Sale D Common Stock 10,000 9.48 94.8K 60,787 D
2025-04-17 Mironova Anastasia G. Officer F-InKind D Common Stock 852 8.31 7.1K 46,841 D
2025-04-01 Whonder Carmencita N.M. Director A-Award A Common Stock 10,438 0.00 19,786 D
2025-04-01 SALVATI MICHAEL Director A-Award A Common Stock 10,162 0.00 152,955 D
2025-04-01 Romando Brenna Haysom Director A-Award A Common Stock 10,162 0.00 60,670 D
2025-04-01 Prince Scott Director A-Award A Common Stock 10,162 0.00 51,316 D
2025-04-01 Kasdin Robert A Director A-Award A Common Stock 10,162 0.00 105,041 D
2025-04-01 Carlton Pamela G Director A-Award A Common Stock 10,162 0.00 39,687 D
2025-04-01 BIDERMAN MARK C Director A-Award A Common Stock 10,162 0.00 70,787 D
2025-03-17 ROTHSTEIN STUART Director / Officer S-Sale D Common Stock 52,074 9.99 520.2K 385,928 D
2025-03-04 Whonder Carmencita N.M. Director S-Sale D Common Stock 11,000 9.96 109.5K 9,624 D
2025-01-31 ROTHSTEIN STUART Director / Officer F-InKind D Common Stock 62,190 9.07 564.1K 438,002 D
2025-01-31 Mironova Anastasia G. Officer F-InKind D Common Stock 3,549 9.07 32.2K 47,693 D
2024-12-30 ROTHSTEIN STUART Director / Officer A-Award A Common Stock 84,900 0.00 500,192 D
2024-12-30 Mironova Anastasia G. Officer A-Award A Common Stock 22,214 0.00 51,242 D
2024-09-06 Carlton Pamela G Director S-Sale D Common Stock 833 10.32 8.6K 29,525
2024-08-15 Prince Scott Director S-Sale D Common Stock 10,000 10.10 101.0K 41,154
2024-08-14 Prince Scott Director S-Sale D Common Stock 20,000 10.06 201.2K 51,154
2024-08-13 Prince Scott Director S-Sale D Common Stock 10,000 10.04 100.4K 71,154
2024-08-08 Prince Scott Director S-Sale D Common Stock 4,935 10.12 50.0K 81,154
2024-05-28 Whonder Carmencita N.M. Director S-Sale D Common Stock 11,400 10.21 116.4K 20,624 D
2024-05-01 BIDERMAN MARK C Director S-Sale D Common Stock 15,000 10.00 149.9K 60,625
2024-04-17 Mironova Anastasia G. Officer F-InKind D Common Stock 851 10.58 9.0K 29,028
2024-04-15 ROTHSTEIN STUART Director / Officer S-Sale D Common Stock 40,000 10.60 424.0K 415,292
2024-04-01 Whonder Carmencita N.M. Director A-Award A Common Stock 9,140 0.00 32,024
2024-04-01 SALVATI MICHAEL Director A-Award A Common Stock 9,140 0.00 142,793
2024-04-01 Romando Brenna Haysom Director A-Award A Common Stock 9,140 0.00 50,508
2024-04-01 Prince Scott Director A-Award A Common Stock 9,140 0.00 86,089
2024-04-01 Kasdin Robert A Director A-Award A Common Stock 9,140 0.00 94,879
2024-04-01 Carlton Pamela G Director A-Award A Common Stock 9,140 0.00 30,358
2024-04-01 BIDERMAN MARK C Director A-Award A Common Stock 9,140 0.00 75,625
2024-01-29 ROTHSTEIN STUART Director / Officer F-InKind D Common Stock 86,383 11.71 1.01M 455,292
2024-01-29 Mironova Anastasia G. Officer F-InKind D Common Stock 1,839 11.71 21.5K 29,879
2024-01-16 ROTHSTEIN STUART Director / Officer S-Sale D Common Stock 40,000 11.45 458.2K 541,675
2023-12-26 ROTHSTEIN STUART Director / Officer A-Award A Common Stock 90,909 0.00 581,675
2023-12-26 Mironova Anastasia G. Officer A-Award A Common Stock 12,396 0.00 31,718
2023-10-16 ROTHSTEIN STUART Director / Officer S-Sale D Common Stock 40,000 10.09 403.6K 490,766
2023-09-06 BIDERMAN MARK C Director S-Sale D Common Stock 10,000 10.60 106.0K 66,485
2023-08-17 Carlton Pamela G Director S-Sale D Common Stock 833 10.41 8.7K 21,218
2023-07-17 ROTHSTEIN STUART Director / Officer S-Sale D Common Stock 40,000 11.80 472.0K 530,766
2023-05-08 Kasdin Robert A Director P-Purchase A Common Stock 25,000 9.54 238.6K 85,739
2023-04-19 Mironova Anastasia G. Officer F-InKind D Common Stock 976 9.45 9.2K 19,322
2023-04-03 Whonder Carmencita N.M. Director A-Award A Common Stock 10,822 0.00 22,884
2023-04-03 SALVATI MICHAEL Director A-Award A Common Stock 10,822 0.00 133,653
2023-04-03 Romando Brenna Haysom Director A-Award A Common Stock 10,822 0.00 41,368
2023-04-03 Prince Scott Director A-Award A Common Stock 10,822 0.00 76,949
2023-04-03 Kasdin Robert A Director A-Award A Common Stock 10,822 0.00 60,739
2023-04-03 Carlton Pamela G Director A-Award A Common Stock 10,822 0.00 22,051
2023-04-03 BIDERMAN MARK C Director A-Award A Common Stock 10,822 0.00 76,485
2023-01-27 ROTHSTEIN STUART Director / Officer F-InKind D Common Stock 75,757 11.88 900.0K 570,766
2022-12-27 ROTHSTEIN STUART Officer A-Award A Common Stock 193,847 0.00 646,523
2022-12-27 Mironova Anastasia G. Officer A-Award A Common Stock 13,216 0.00 20,298
2022-11-07 ROTHSTEIN STUART Officer P-Purchase A Common Stock 15,000 11.18 167.7K 452,676
2022-08-17 Carlton Pamela G Director S-Sale D Common Stock 833 12.78 10.6K 11,229
2022-05-17 BIDERMAN MARK C Director S-Sale D Common Stock 10,000 12.68 126.8K 65,663
2022-04-01 SALVATI MICHAEL Director A-Award A Common Stock 7,062 0.00 122,831
2022-04-01 Romando Brenna Haysom Director A-Award A Common Stock 7,062 0.00 30,546
2022-04-01 Prince Scott Director A-Award A Common Stock 7,062 0.00 66,127
2022-04-01 Kasdin Robert A Director A-Award A Common Stock 7,062 0.00 49,917
2022-04-01 Carlton Pamela G Director A-Award A Common Stock 7,062 0.00 12,062
2022-04-01 BIDERMAN MARK C Director A-Award A Common Stock 7,062 0.00 75,663
2022-01-27 Newman Katherine G. Director F-InKind D Common Stock 942 13.38 12.6K 6,524
2021-11-11 Kasdin Robert A Director S-Sale D Common Stock 10,000 15.37 153.7K 42,855
2021-11-10 Kasdin Robert A Director S-Sale D Common Stock 15,000 15.43 231.4K 52,855
2021-07-22 Carlton Pamela G Director A-Award A Common Stock 5,000 0.00 5,000
2021-05-13 Kasdin Robert A Director S-Sale D Common Stock 15,000 14.75 221.3K 67,855
2021-04-27 Agarwal Jai Officer S-Sale D Common stock 15,000 15.21 228.1K 27,120
2021-04-26 BIDERMAN MARK C Director S-Sale D Common Stock 7,050 14.96 105.5K 68,601
2021-04-01 SALVATI MICHAEL Director A-Award A Common Stock 7,037 0.00 114,359
2021-04-01 Romando Brenna Haysom Director A-Award A Common Stock 7,037 0.00 23,484
2021-04-01 Prince Scott Director A-Award A Common Stock 7,037 0.00 59,065
2021-04-01 Kasdin Robert A Director A-Award A Common Stock 7,037 0.00 82,855
2021-04-01 BIDERMAN MARK C Director A-Award A Common Stock 7,037 0.00 75,651
2021-01-08 Newman Katherine G. Director F-InKind D Common stock 2,125 10.81 23.0K 7,466
2021-01-08 Agarwal Jai Officer F-InKind D Common stock 4,475 10.81 48.4K 42,120
2020-12-28 Agarwal Jai Officer A-Award A Common Stock 14,413 0.00 46,595
2020-06-02 Newman Katherine G. Director D Common Stock 0 0.00 9,591
2020-04-01 SALVATI MICHAEL Director A-Award A Common Stock 16,447 0.00 107,322
2020-04-01 Romando Brenna Haysom Director A-Award A Common Stock 16,447 0.00 16,447
2020-04-01 Prince Scott Director A-Award A Common Stock 16,447 0.00 52,028
2020-04-01 Kasdin Robert A Director A-Award A Common Stock 16,447 0.00 75,818
2020-04-01 BIDERMAN MARK C Director A-Award A Common Stock 16,447 0.00 68,614
2020-03-17 SALVATI MICHAEL Director P-Purchase A Common Stock 30,000 8.15 244.6K 90,875
2020-02-03 Romando Brenna Haysom Director 0 0.00 0
2020-01-09 Michel Cindy Z Director F-InKind D Common Stock 3,720 18.19 67.7K 7,823
2020-01-09 Agarwal Jai Officer F-InKind D Common Stock 3,794 18.19 69.0K 32,182
2019-12-27 Agarwal Jai Officer A-Award A Common Stock 8,697 0.00 35,976
2019-08-21 SALVATI MICHAEL Director S-Sale D Common Stock 20,000 19.02 380.4K 60,875
2019-04-01 SALVATI MICHAEL Director A-Award A Common Stock 5,449 0.00 80,875
2019-04-01 Prince Scott Director A-Award A Common Stock 5,449 0.00 35,581
2019-04-01 Kasdin Robert A Director A-Award A Common Stock 5,449 0.00 59,371
2019-04-01 Gault Jeffrey M Director A-Award A Common Stock 5,449 0.00 42,605
2019-04-01 BIDERMAN MARK C Director A-Award A Common Stock 5,449 0.00 52,167
2019-01-04 Michel Cindy Z Director F-InKind D Common Stock 2,218 16.73 37.1K 23,824
2019-01-04 Agarwal Jai Officer F-InKind D Common Stock 2,096 16.73 35.1K 27,279
2018-12-31 Michel Cindy Z Director A-Award A Common Stock 10,799 0.00 26,042
2018-12-31 Agarwal Jai Officer A-Award A Common Stock 14,100 0.00 29,375
2018-12-07 BIDERMAN MARK C Director S-Sale D Common Stock 10,000 18.85 188.5K 46,718
2018-11-19 Gault Jeffrey M Director S-Sale D Common Stock 10,000 18.52 185.2K 37,156
2018-08-27 BIDERMAN MARK C Director S-Sale D Common Stock 10,000 19.45 194.5K 56,718
2018-08-24 Prince Scott Director S-Sale D Common Stock 15,000 19.34 290.1K 30,132
2018-08-23 Prince Scott Director S-Sale D Common Stock 15,000 19.38 290.7K 45,132
2018-05-21 Agarwal Jai Officer P-Purchase A Series C Cumulative Redeemable Perpetual Preferred Stock 3,000 25.40 76.2K 3,800
2018-05-18 Agarwal Jai Officer P-Purchase A Series C Cumulative Redeemable Perpetual Preferred Stock 800 25.36 20.3K 800
2018-05-08 Gault Jeffrey M Director S-Sale D Common Stock 13,000 18.19 236.5K 47,156
2018-04-02 SALVATI MICHAEL Director A-Award A Common Stock 5,614 0.00 75,426
2018-04-02 Prince Scott Director A-Award A Common Stock 5,614 0.00 60,132
2018-04-02 Kasdin Robert A Director A-Award A Common Stock 5,614 0.00 53,922
2018-04-02 Gault Jeffrey M Director A-Award A Common Stock 5,614 0.00 60,156
2018-04-02 BIDERMAN MARK C Director A-Award A Common Stock 5,614 0.00 66,718
2018-03-26 SALVATI MICHAEL Director S-Sale D Common Stock 5,659 18.25 103.3K 69,812
2018-02-21 SALVATI MICHAEL Director S-Sale D Common Stock 10,000 18.55 185.5K 75,471
2018-02-20 BIDERMAN MARK C Director S-Sale D Common Stock 10,000 18.48 184.8K 61,104
2018-01-05 Agarwal Jai Officer F-InKind D Common Stock 684 18.29 12.5K 15,275
2017-12-28 Michel Cindy Z Director A-Award A Common Stock 15,243 0.00 15,243
2017-12-28 Agarwal Jai Officer A-Award A Common Stock 11,111 0.00 15,959
2017-10-23 Qatar Investment Authority 10% Owner P-Purchase A Common Stock, par value $0.01 per share 1,670,000 18.44 30.79M 10,493,529
2017-08-01 SALVATI MICHAEL Director A-Award A Common Stock 2,872 0.00 85,471
2017-08-01 Prince Scott Director A-Award A Common Stock 2,872 0.00 54,518
2017-08-01 Kasdin Robert A Director A-Award A Common Stock 2,872 0.00 48,308
2017-08-01 Gault Jeffrey M Director A-Award A Common Stock 1,538 0.00 54,542
2017-08-01 BIDERMAN MARK C Director A-Award A Common Stock 2,872 0.00 71,104
2017-05-11 Michel Cindy Z Director 0 0.00 0
2017-04-03 SALVATI MICHAEL Director A-Award A Common Stock 2,668 0.00 82,599
2017-04-03 Prince Scott Director A-Award A Common Stock 2,668 0.00 51,646
2017-04-03 Kasdin Robert A Director A-Award A Common Stock 2,668 0.00 45,436
2017-04-03 Gault Jeffrey M Director A-Award A Common Stock 4,002 0.00 53,004
2017-04-03 BIDERMAN MARK C Director A-Award A Common Stock 2,668 0.00 68,232
2017-03-02 BIDERMAN MARK C Director S-Sale D Common Stock 15,000 18.23 273.4K 65,564
2016-12-29 SALVATI MICHAEL Director A-Award A Common Stock 15,000 0.00 79,931
2016-12-29 Prince Scott Director A-Award A Common Stock 15,000 0.00 48,978
2016-12-29 Kasdin Robert A Director A-Award A Common Stock 15,000 0.00 42,768
2016-12-29 Gault Jeffrey M Director A-Award A Common Stock 15,000 0.00 49,002
2016-12-29 BIDERMAN MARK C Director A-Award A Common Stock 15,000 0.00 80,564
2016-12-29 Agarwal Jai Officer A-Award A Common Stock 4,848 0.00 4,848
2016-08-31 SALVATI MICHAEL Director A-Award A Common Stock 3,465 0.00 64,931
2016-08-31 BIDERMAN MARK C Director A-Award A Common Stock 13,689 0.00 65,564
2016-06-01 Agarwal Jai Officer 0 0.00 0
2016-04-01 SALVATI MICHAEL Director A-Award A Common Stock 3,101 0.00 61,466
2016-04-01 Prince Scott Director A-Award A Common Stock 3,101 0.00 33,978
2016-04-01 Kasdin Robert A Director A-Award A Common Stock 3,101 0.00 27,768
2016-04-01 Gault Jeffrey M Director A-Award A Common Stock 4,652 0.00 34,002
2016-04-01 BIDERMAN MARK C Director A-Award A Common Stock 3,101 0.00 51,875
2015-12-29 SALVATI MICHAEL Director A-Award A Common Stock 10,000 0.00 58,365
2015-12-29 Prince Scott Director A-Award A Common Stock 10,000 0.00 30,877
2015-12-29 Kasdin Robert A Director A-Award A Common Stock 10,000 0.00 24,667
2015-12-29 Gault Jeffrey M Director A-Award A Common Stock 10,000 0.00 29,350
2015-12-29 BIDERMAN MARK C Director A-Award A Common Stock 10,000 0.00 48,774
2015-09-18 Qatar Investment Authority 10% Owner I Common Stock 0 0.00 8,823,529
2015-04-01 SALVATI MICHAEL Director A-Award A Common Stock 2,900 0.00 48,365
2015-04-01 Prince Scott Director A-Award A Common Stock 2,900 0.00 20,877
2015-04-01 Kasdin Robert A Director A-Award A Common Stock 2,900 0.00 14,667
2015-04-01 Gault Jeffrey M Director A-Award A Common Stock 4,350 0.00 19,350
2015-04-01 BIDERMAN MARK C Director A-Award A Common Stock 2,900 0.00 38,774
2015-03-10 SALVATI MICHAEL Director P-Purchase A Common Stock 3,000 16.78 50.3K 45,465
2014-12-29 SALVATI MICHAEL Director A-Award A Common Stock 10,000 0.00 40,465
2014-12-29 Prince Scott Director A-Award A Common Stock 10,000 0.00 17,977
2014-12-29 Kasdin Robert A Director A-Award A Common Stock 6,767 0.00 11,767
2014-12-29 BIDERMAN MARK C Director A-Award A Common Stock 10,000 0.00 35,874
2014-12-15 Gault Jeffrey M Director A-Award A Common Stock 15,000 0.00 15,000
2014-12-02 SALVATI MICHAEL Director P-Purchase A Common Stock 17,500 16.70 292.3K 30,465
2014-12-01 SALVATI MICHAEL Director S-Sale D Common Stock 15,000 16.56 248.4K 12,965
2014-04-29 Kasdin Robert A Director A-Award A Common Stock 5,000 0.00 5,000
2014-04-01 SALVATI MICHAEL Director A-Award A Common Stock 2,977 0.00 27,965
2014-04-01 Prince Scott Director A-Award A Common Stock 2,977 0.00 7,977
2014-04-01 BIDERMAN MARK C Director A-Award A Common Stock 2,977 0.00 25,874
2013-11-04 Prince Scott Director A-Award A Common Stock 5,000 0.00 5,000
2013-04-01 SALVATI MICHAEL Director A-Award A Common Stock 2,826 0.00 24,988
2013-04-01 BIDERMAN MARK C Director A-Award A Common Stock 2,826 0.00 22,897
2013-04-01 Abbey Douglas D Director A-Award A Common Stock 2,826 0.00 19,988
2013-02-27 SALVATI MICHAEL Director A-Award A Common Stock 5,000 0.00 22,162
2013-02-27 BIDERMAN MARK C Director A-Award A Common Stock 5,000 0.00 20,071
2013-02-27 Abbey Douglas D Director A-Award A Common Stock 5,000 0.00 17,162
2012-10-10 Athene Group Ltd 10% Owner S-Sale D Common Stock 34,666 16.74 580.2K 2,307,992
2012-10-09 Athene Group Ltd 10% Owner S-Sale D Common Stock 37,133 16.88 626.8K 2,342,658
2012-10-08 Athene Group Ltd 10% Owner S-Sale D Common Stock 24,500 16.83 412.3K 2,379,791
2012-08-30 Athene Group Ltd 10% Owner S-Sale D Common Stock 22,922 17.47 400.4K 2,404,291
2012-08-29 Athene Group Ltd 10% Owner S-Sale D Common Stock 27,432 17.49 479.8K 2,427,213
2012-08-28 Athene Group Ltd 10% Owner S-Sale D Common Stock 22,424 17.47 391.7K 2,454,645
2012-08-27 Athene Group Ltd 10% Owner S-Sale D Common Stock 46,216 17.51 809.4K 2,477,069
2012-08-24 Athene Group Ltd 10% Owner S-Sale D Common Stock 16,661 17.26 287.6K 2,523,285
2012-08-23 Athene Group Ltd 10% Owner S-Sale D Common Stock 17,495 17.23 301.5K 2,539,946
2012-08-22 Athene Group Ltd 10% Owner S-Sale D Common Stock 14,809 17.27 255.8K 2,557,441
2012-08-21 Athene Group Ltd 10% Owner S-Sale D Common Stock 26,887 17.32 465.6K 2,572,250
2012-08-20 Athene Group Ltd 10% Owner S-Sale D Common Stock 28,148 17.14 482.4K 2,599,137

Executive team

Top executives
Shares Outstanding
132.85M

Executive compensation

Executive compensation (annual)
# Year Executive Salary Bonus Stock award Option award Incentive Other Total % Stock-
based
Filing
1 2025 Stuart A. Rothstein , President and Chief Executive Officer 1.09M 1.09M 100.00%
2 2025 Anastasia Mironova , Chief Financial Officer, Treasurer and Secretary (commenced serving as Chief Financial Officer, Treasurer and Secretary on April 4, 2022) 230.0K 320.0K 345.5K 61.1K 956.5K 36.12%
3 2024 Stuart A. Rothstein , President and Chief Executive Officer 743.7K 743.7K 100.00%
4 2024 Anastasia Mironova , Chief Financial Officer, Treasurer and Secretary (commenced serving as Chief Financial Officer, Treasurer and Secretary on April 4, 2022) 193.0K 289.4K 194.6K 26.8K 703.8K 27.65%
5 2023 Stuart A. Rothstein , President and Chief Executive Officer 1.10M 1.10M 100.00%
6 2023 Anastasia Mironova , Chief Financial Officer, Treasurer and Secretary (commenced serving as Chief Financial Officer, Treasurer and Secretary on April 4, 2022) 329.8K 470.0K 150.0K 50.4K 1.00M 15.00%
7 2022 Stuart A. Rothstein , President and Chief Executive Officer 2.20M 2.20M 100.00%
8 2022 Anastasia Mironova , Chief Financial Officer, Treasurer and Secretary (commenced serving as Chief Financial Officer, Treasurer and Secretary on April 4, 2022) 217.2K 691.4K 250.0K 37.0K 1.20M 20.91%
9 2022 Jai Agarwal , Chief Financial Officer, Treasurer and Secretary (ceased serving as Chief Financial Officer, Treasurer and Secretary on January 21, 2022) 22.9K 15.1K 38.0K 0.00%
10 2021 Stuart A. Rothstein , President and Chief Executive Officer 2.20M 2.20M 100.00%
11 2021 Jai Agarwal , Chief Financial Officer, Treasurer and Secretary (ceased serving as Chief Financial Officer, Treasurer and Secretary on January 21, 2022) 288.0K 45.0K 29.0K 362.0K 0.00%
12 2021 Jai Agarwal , Chief Financial Officer, Treasurer and Secretary 288.0K 45.0K 29.0K 362.0K 0.00%
13 2020 Stuart A. Rothstein , President and Chief Executive Officer 2.40M 2.40M 100.00%
14 2020 Jai Agarwal , Chief Financial Officer, Treasurer and Secretary 256.5K 482.0K 165.8K 44.5K 948.7K 17.47%
15 2020 Jai Agarwal , Chief Financial Officer, Treasurer and Secretary (ceased serving as Chief Financial Officer, Treasurer and Secretary on January 21, 2022) 256.5K 482.0K 165.8K 44.5K 948.7K 17.47%
16 2019 Stuart A. Rothstein , President and Chief Executive Officer 2.35M 2.35M 100.00%
17 2019 Jai Agarwal , Chief Financial Officer, Treasurer and Secretary 238.5K 472.5K 159.1K 39.9K 910.0K 17.48%
18 2018 Stuart A. Rothstein , President and Chief Executive Officer 1.92M 1.92M 100.00%
19 2018 Jai Agarwal , Chief Financial Officer, Treasurer and Secretary (commenced serving as Chief Financial Officer, Treasurer and Secretary on June 15, 2016) 225.0K 337.5K 234.9K 38.7K 836.1K 28.10%
20 2018 Jai Agarwal , Chief Financial Officer, Treasurer and Secretary 225.0K 337.5K 234.9K 38.7K 836.1K 28.10%
21 2017 Stuart A. Rothstein , President and Chief Executive Officer 2.14M 2.14M 100.00%
22 2017 Jai Agarwal , Chief Financial Officer, Treasurer and Secretary 211.5K 283.5K 206.9K 34.3K 736.2K 28.10%
23 2017 Jai Agarwal , Chief Financial Officer, Treasurer and Secretary (commenced serving as Chief Financial Officer, Treasurer and Secretary on June 15, 2016) 211.5K 283.5K 206.9K 34.3K 736.2K 28.10%
24 2016 Stuart A. Rothstein , President and Chief Executive Officer 1.92M 1.92M 100.00%
25 2016 Jai Agarwal , Chief Financial Officer, Treasurer and Secretary (commenced serving as Chief Financial Officer, Treasurer and Secretary on June 15, 2016) 107.1K 255.0K 80.9K 18.4K 461.3K 17.53%
26 2016 Megan B. Gaul , Chief Financial Officer, Treasurer and Secretary (ceased serving as Chief Financial Officer, Treasurer and Secretary on June 15, 2016) 73.0K 11.9K 85.0K 0.00%
27 2015 Stuart A. Rothstein , President and Chief Executive Officer 1.75M 1.75M 100.00%
28 2015 Stuart A. Rothstein , President and Chief Executive Officer (ceased serving as Chief Financial Officer, Treasurer and Secretary on April 1, 2013) 1.75M 1.75M 100.00%
29 2015 Megan B. Gaul , Chief Financial Officer, Treasurer and Secretary (commenced serving as Chief Financial Officer, Treasurer and Secretary on April 1, 2013) 150.0K 107.7K 262.2K 23.9K 543.8K 48.21%
30 2015 Megan B. Gaul , Chief Financial Officer, Treasurer and Secretary (ceased serving as Chief Financial Officer, Treasurer and Secretary on June 15, 2016) 150.0K 107.7K 262.2K 23.9K 543.8K 48.21%
31 2014 Stuart A. Rothstein , President and Chief Executive Officer 1.16M 1.16M 100.00%
32 2014 Stuart A. Rothstein , President and Chief Executive Officer (ceased serving as Chief Financial Officer, Treasurer and Secretary on April 1, 2013) 1.16M 1.16M 100.00%
33 2014 Megan B. Gaul , Chief Financial Officer, Treasurer and Secretary (ceased serving as Chief Financial Officer, Treasurer and Secretary on June 15, 2016) 150.0K 161.8K 166.0K 27.5K 505.3K 32.85%
34 2014 Megan B. Gaul , Chief Financial Officer, Treasurer and Secretary (commenced serving as Chief Financial Officer, Treasurer and Secretary on April 1, 2013) 150.0K 161.8K 166.0K 27.5K 505.3K 32.85%
35 2013 Stuart A. Rothstein , President and Chief Executive Officer (ceased serving as Chief Financial Officer, Treasurer and Secretary on April 1, 2013) 33.3K 21.5K 879.5K 934.3K 94.14%
36 2013 Megan B. Gaul , Chief Financial Officer, Treasurer and Secretary (commenced serving as Chief Financial Officer, Treasurer and Secretary on April 1, 2013) 150.0K 164.2K 88.0K 402.1K 21.87%
37 2012 Stuart A. Rothstein , President and Chief Executive Officer (ceased serving as Chief Financial Officer, Treasurer and Secretary on April 1, 2013) 125.0K 174.0K 315.2K 614.2K 51.32%
38 2012 Stuart A. Rothstein, President and Chief Executive Officer Chief Financial Officer, Treasurer and Secretary 125.0K 174.0K 315.2K 614.2K 51.32%
39 2011 Stuart A. Rothstein, President and Chief Executive Officer, Chief Financial Officer, Treasurer and Secretary 116.0K 141.0K 412.3K 669.4K 61.59%
40 2011 Stuart A. Rothstein, President and Chief Executive Officer Chief Financial Officer, Treasurer and Secretary 116.0K 141.0K 412.3K 669.3K 61.60%
41 2011 Stuart A. Rothstein , President and Chief Executive Officer (ceased serving as Chief Financial Officer, Treasurer and Secretary on April 1, 2013) 116.0K 141.0K 412.3K 669.3K 61.60%
42 2011 Joseph F. Azrack, Former President and Chief Executive Officer 534.5K 534.5K 100.00%
43 2011 Joseph F. Azrack, President and Chief Executive Officer (ceased serving in this position on March 15, 2012) 534.5K 534.5K 100.00%
44 2010 Stuart A. Rothstein, Chief Financial Officer, Treasurer and Secretary 149.0K 155.0K 304.0K 0.00%
45 2010 Stuart A. Rothstein, President and Chief Executive Officer, Chief Financial Officer, Treasurer and Secretary 149.0K 155.0K 304.0K 0.00%
46 2010 Stuart A. Rothstein, President and Chief Executive Officer Chief Financial Officer, Treasurer and Secretary 149.0K 155.0K 304.0K 0.00%
47 2009 Stuart A. Rothstein, President and Chief Executive Officer, Chief Financial Officer, Treasurer and Secretary 102.2K 438.2K 369.6K 910.0K 40.62%
48 2009 Joseph F. Azrack, Former President and Chief Executive Officer 693.0K 693.0K 100.00%
49 2009 Stuart A. Rothstein, Chief Financial Officer, Treasurer and Secretary 102.2K 438.2K 30.0K 570.4K 5.26%
50 2009 Joseph F. Azrack, President and Chief Executive Officer 56.2K 56.2K 100.00%
CEO compensation breakdown

Proxy statements

Proxy statements (DEF 14A)
Filing date Form type Filing
2026-05-29 DEFA14A
2026-05-29 DEF 14A
2026-02-20 DEFA14A
2026-02-12 DEFA14A
2026-02-10 DEFA14A
2026-02-06 DEFA14A
2026-02-06 DEFA14A
2026-01-29 DEFA14A
2026-01-28 DEFA14A
2026-01-28 DEFA14A
2025-04-29 DEFA14A
2025-04-29 DEF 14A

Recent SEC filings

Recent SEC filings
Filing date Form type Filing
2026-05-29 DEFA14A
2026-05-29 DEF 14A
2026-05-29 ARS
2026-05-15 8-K
2026-05-15 4
2026-04-30 10-K/A
2026-04-29 SC 13G
2026-04-29 8-K
2026-04-28 SC 13G
2026-04-28 10-Q

Executive team

NameTitleCompensationGender
Anastasia Mironova Chief Financial Officer, Secretary & Treasurer 611.1K female
Hilary Ginsberg IR Contact female
Scott Weiner Partner & Global Head of Real Estate Credit male
Stuart A. Rothstein President, Chief Executive Officer & Director male
ESG Rating
B
REIT - MORTGAGE
Rank: 79 out of 95
2019
E (Environmental)
83.5 / 72.2
Company / Sector avg.
S (Social)
72.5 / 79.0
Company / Sector avg.
G (Governance)
76.3 / 75.2
Company / Sector avg.
ESG Total
77.4 / 75.4
Company / Sector avg.
ESG Score History REIT - MORTGAGE
Benchmark vs Sector
Senate Trading Activity

No Senate trading activity found for this company.

House Trading Activity
Transaction Date Disclosed Representative District Owner Type Amount Link
2019-06-24 2020-04-27 Donna Shalala FL27 -- Sale (Full) $1,001 - $15,000
2019-01-09 2020-04-27 Donna Shalala FL27 -- Purchase $1,001 - $15,000
Market share among peers
Peer comparison — filtered group (TTM)
Your opinion

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Dividend yield history

Dividend history

Earnings history

Earnings reports

Stock splits