ARI vs PLD
Apollo Commercial Real Estate Finance, Inc. compared with Prologis, Inc. on yield, payout growth, payment schedule, cost and risk.
ARI
Apollo Commercial Real Estate Finance, Inc.
TTM yield · Quarterly
PLD
Prologis, Inc.
TTM yield · Quarterly
Quick take
- ARI yields more today: 15.58% vs 3.38% (forward).
- PLD has grown its payout faster: 11.3%/yr vs -18.6%/yr over the last 5 years.
- Both pay every quarter.
- PLD has the longer streak of annual increases: 12 years vs 0.
- Over the last year PLD delivered the higher total return: +14.1% vs -31.7% (price change plus payouts).
- PLD raises fewer payout-risk flags on our heuristic (low vs moderate).
Generated from the latest data on both pages. Not a recommendation.
Side by side
| Metric | ARI | PLD |
|---|---|---|
| Share price | $6.42 | $126.45 |
| TTM yield | 7.79% | 3.34% |
| Forward yield | 15.58% | 3.38% |
| Annual payout per share | $1.00 | $4.28 |
| Payment frequency | Quarterly | Quarterly |
| Next ex-date | Oct 30, 2026 (declared) | Dec 16, 2026 (est.) |
| Payout ratio (earnings) | — | — |
| 1-year payout growth | -50.0% | +5.8% |
| 5-year payout CAGR | -18.6% | +11.3% |
| Consecutive years of increases | 0 years | 12 years |
| Payout consistency (last 12) | 83/100 | 94/100 |
| 1-year total return | -31.7% | +14.1% |
| 1-year price return | -36.6% | +10.4% |
| Size (market cap / AUM) | 825.3M | 122.9B |
| Years paying | 16.6 | 28.9 |
| Payout risk (heuristic) | Moderate | Low |
| Sector / category | Real Estate | Real Estate |
✓ marks the more favourable figure where one exists (higher yield, growth, streak, consistency, return and size; lower cost, payout ratio and risk).
$10,000 invested today
| ARI | PLD | |
|---|---|---|
| Shares | 1,557.6 | 79.1 |
| Income per year | $1,558 | $338 |
| Income per month (avg) | $130 | $28 |
Next payments
| Ex-date | Pay date | Per share | Status |
|---|---|---|---|
| ARI Oct 30, 2026 | Nov 13, 2026 | $0.25 | Declared |
| ARI Jan 30, 2027 | Feb 13, 2027 | $0.25 | Est. |
| ARI May 2, 2027 | May 16, 2027 | $0.25 | Est. |
| PLD Dec 16, 2026 | Dec 30, 2026 | $1.07 | Est. |
| PLD Mar 17, 2027 | Mar 31, 2027 | $1.07 | Est. |
| PLD Jun 16, 2027 | Jun 30, 2027 | $1.07 | Est. |
Annual payouts per share
ARIPLD
Regular payments only; the current year is year to date. Per-share amounts are not directly comparable when share prices differ, so read this chart for growth trends.
FAQ
Which has the higher dividend yield, ARI or PLD?
ARI currently has the higher trailing yield: ARI yields 7.79% and PLD yields 3.34%. Yield changes daily with price, so check the live figures above.
How often do ARI and PLD pay?
ARI pays every quarter and PLD pays every quarter. ARI's next ex-date is Oct 30, 2026 and PLD's is Dec 16, 2026.
Which has grown its dividend faster, ARI or PLD?
PLD has grown its payout faster: 11.3%/yr vs -18.6%/yr over the last 5 years.
Is ARI or PLD better for income?
It depends on what you are optimising for. ARI and PLD differ in yield, growth, payment schedule and risk profile; the table above puts every metric side by side so you can weigh them for your own goals. This page is data, not advice.