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Investing.com - JPMorgan has upgraded Apollo Commercial Real Estate Finance (NYSE:ARI) from Neutral to Overweight while raising its price target to $10.50 from $10.00. The stock, currently trading at $9.98, offers a substantial 10% dividend yield and has shown strong momentum with a 26% return over the past six months. According to InvestingPro analysis, the company maintains a "GOOD" overall financial health score.
The upgrade comes as the commercial real estate investment trust has made progress in resolving troubled loans within its portfolio, according to JPMorgan.
The firm believes ARI is now well positioned to redeploy capital into interest-earning assets following these resolutions.
JPMorgan notes that as the company’s portfolio transitions to growth mode, it creates potential for higher net investment income (NII).
The firm expects this portfolio growth to generate greater earnings potential for Apollo Commercial Real Estate Finance going forward.
In other recent news, Apollo Commercial Real Estate Finance reported strong financial results for the second quarter of 2025, surpassing both earnings and revenue forecasts. The company achieved an earnings per share (EPS) of $0.26, slightly above the projected $0.25. Additionally, Apollo Commercial Real Estate Finance generated revenue of $70.9 million, exceeding expectations of $64.08 million. These results indicate a positive performance for the company despite broader market uncertainties. The recent developments reflect Apollo Commercial Real Estate Finance’s ability to outperform analyst projections. Investors may find these financial achievements noteworthy as they assess the company’s future potential.
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