Ares Commercial Real Estate (ACRE) – Among the 12 Best Micro-Cap Dividend Stocks to Buy Now
Ares Commercial Real Estate (ACRE) is highlighted as one of the top micro-cap dividend stocks to consider. This follows a recent analyst price target reduction by Keefe Bruyette but an reiterated Outperform rating. The company's Q1 2026 earnings showed stable commercial real estate market performance, growth in its investment portfolio, and efforts in portfolio diversification, despite reporting a GAAP net loss for the quarter.
Ares Commercial Real Est Is Maintained at Outperform by Keefe, Bruyette & Woods
Keefe, Bruyette & Woods has maintained its "Outperform" rating on Ares Commercial Real Estate (ACRE). This news was reported by Dow Jones, also noting that Unity Software (U.US) reported Q4 revenue of $609 million, beating estimates, but posted a quarterly loss of 66 cents per share. The broader article seems to be a financial news feed rather than a dedicated analysis of ACRE.
Ares Commercial Real Estate (NYSE:ACRE) Stock Forecast & Analyst Predictions
Ares Commercial Real Estate (ACRE) is forecast to see its revenue decline while earnings are expected to grow significantly. Analyst predictions and price targets have fluctuated, reflecting ongoing concerns about loan quality, particularly in the office sector, and the sustainability of its dividend, despite recent reductions. Insider transactions also indicate some selling activity by the CEO.
Ares Commercial Real Estate Corporation 2026 Q1 - Results - Earnings Call Presentation (NYSE:ACRE) 2026-05-09
Ares Commercial Real Estate Corporation (ACRE) released its Q1 2026 earnings, reporting an EPS of $0.06, which missed expectations by $0.05. The company's revenue for the quarter was $13.46M, a 9.95% year-over-year decrease, but it beat estimates by $435.00K. This presentation was published in conjunction with their earnings call.
Ares Commercial Real Estate Corporation (NYSE:ACRE) Q1 2026 Earnings Call Transcript
Ares Commercial Real Estate Corporation (ACRE) reported Q1 2026 earnings, missing expectations with an EPS of $0.06 against an anticipated $0.08. The company emphasized its strategic objectives of reducing portfolio risk and investing in high-quality commercial real estate loans, closing three new loan commitments totaling $294 million. ACRE also discussed efforts to resolve risk-rated four and five loans, including a Chicago office loan and a Brooklyn residential condominium loan, and highlighted a strengthened balance sheet and increased borrowing capacity.
Ares Commercial Real Estate Corp To Go Ex-Dividend On June 30th, 2026 With 0.15 USD Dividend Per Share
Ares Commercial Real Estate Corp (ACRE) is scheduled to go ex-dividend on June 30th, 2026. Shareholders will receive a cash dividend of 0.15 USD per share for the fiscal quarter ending June 2026. The ex-dividend date is a key date for investors to consider regarding dividend eligibility.
Ares Commercial Real Estate: Q1 Earnings Snapshot
Ares Commercial Real Estate Corp. (ACRE) reported a first-quarter loss of $9.6 million, or 17 cents per share, after adjusting for non-recurring costs and stock option expense to 6 cents per share. The real estate investment trust generated $13.5 million in revenue, with an adjusted revenue of $24.9 million. ACRE shares have seen significant growth, climbing 9% year-to-date and 27% over the last 12 months.
Ares Commercial Real Estate Corp To Go Ex-Dividend On June 30th, 2026 With 0.15 USD Dividend Per Share
Ares Commercial Real Estate Corp will go ex-dividend on June 30th, 2026. The company will pay a dividend of 0.15 USD per share. Investors should note this date for dividend eligibility.
Earnings call transcript: Ares Commercial RE misses Q1 2026 EPS forecasts
Ares Commercial Real Estate Corporation (ACRE) reported a significant EPS miss for Q1 2026, posting a loss of $0.17 per share against an expected $0.07 gain, causing its stock to drop 2.3% in pre-market trading. Despite the EPS miss, the company exceeded revenue forecasts with $13.46 million and emphasized its ongoing strategic portfolio restructuring, credit quality improvements, and strong liquidity position of $163 million. ACRE's CEO, Bryan Donohoe, highlighted new loan commitments and the reallocation of capital away from office loans, while CFO Jeff Gonzales detailed the financial results and management's efforts to rebuild earnings and cover dividends.
Earnings call transcript: Ares Commercial RE misses Q1 2026 EPS forecasts
Ares Commercial Real Estate Corporation (ACRE) reported a significant EPS miss for Q1 2026, posting a loss of $0.17 against a forecast of $0.07, leading to a 2.3% stock decline in pre-market trading. Despite the earnings miss, the company exceeded revenue expectations with $13.46 million, and management highlighted ongoing strategic portfolio restructuring, credit quality improvements, and a strong liquidity position of $163 million. ACRE's CEO, Bryan Donohoe, emphasized repositioning the portfolio to reduce risk, particularly in office loans, and investing in high-quality commercial real estate loans, with targets for EPS to increase in subsequent quarters.
Q1 2026 loss and higher reserves at Ares Commercial (NYSE: ACRE)
Ares Commercial Real Estate (ACRE) reported a GAAP net loss of $9.6 million for Q1 2026, driven by higher credit costs and realized loan losses. The company recorded an $11.1 million provision for current expected credit losses (CECL), increasing its CECL reserve to $138 million, or 8% of loans held for investment. Despite the loss, ACRE maintained its quarterly dividend of $0.15 per common share and expanded its loan portfolio and balance sheet, supported by new loan commitments and increased secured funding capacity.
Ares Commercial Real Estate: Q1 Earnings Snapshot
Ares Commercial Real Estate Corp. (ACRE) reported a first-quarter loss of $9.6 million, or 17 cents per share, which contrasts with a profit in the same period last year. Adjusted earnings were 6 cents per share, with revenue reaching $13.5 million and adjusted revenue at $24.9 million. The company's shares have seen significant growth, climbing 9% year-to-date and 27% over the last 12 months.
Ares Commercial Real Estate: Q1 Earnings Snapshot
Ares Commercial Real Estate Corp. (ACRE) reported a first-quarter loss of $9.6 million, or 17 cents per share, a reversal from a profit in the prior year. The New York-based real estate investment trust posted adjusted earnings of 6 cents per share and adjusted revenue of $24.9 million for the period. Despite the loss, ACRE shares have seen significant gains, climbing 9% year-to-date and 27% over the last 12 months.
Ares Commercial (NYSE: ACRE) director receives 18,879 restricted shares
Ares Commercial Real Estate Corp director Edmond N. Moriarty III was granted 18,879 restricted shares of Common Stock at $0.00 per share under the company's 2012 Equity Incentive Plan. These shares will vest ratably on a quarterly basis over one year, starting July 1, 2026. Following this transaction, Moriarty directly holds 98,905 shares of ACRE common stock.
Director April Rand Scott receives restricted stock grant at Ares Commercial (NYSE: ACRE)
Ares Commercial Real Estate Corp director April Rand Scott was granted 18,879 shares of common stock as restricted stock, which will vest quarterly over one year starting July 1, 2026. This is an equity compensation award, not an open-market purchase, and is intended to align her incentives with the company's performance. Following this grant, she directly holds 18,879 shares and indirectly holds 99,248 shares through a family trust.
Director Browning awarded 18,879 restricted Ares Commercial (ACRE) shares
Ares Commercial Real Estate Corp director William Browning was granted 18,879 restricted common shares at no cost under the company's Amended and Restated 2012 Equity Incentive Plan. These shares will vest quarterly over one year, starting July 1, 2026. Following this grant, Browning directly holds 25,053 shares and indirectly holds 78,438 shares through The Browning Family Trust.
Director James Skinner gets 18,879 Ares Commercial (ACRE) shares
Ares Commercial Real Estate Corp director James E. Skinner received a grant of 18,879 shares of common stock as a restricted stock award. The shares were granted at $0.00 per share and will vest ratably on a quarterly basis over one year, starting July 1, 2026. Following this transaction, Skinner directly holds 116,217 shares of ACRE common stock.
[Form 4] Ares Commercial Real Estate Corp Insider Trading Activity
A Form 4 filing for Ares Commercial Real Estate Corp (ACRE) indicates that director Caroline Blakely received a grant of 18,879 restricted shares of common stock at a price of $0.0000 per share. These shares will vest ratably on a quarterly basis over one year, starting July 1, 2026. Following this grant, Blakely directly holds 50,495 shares, with an additional 59,835 shares held indirectly through a living trust.
Director at Ares Commercial (NYSE: ACRE) receives 18,879-share restricted stock grant
Rebecca Jaisali Parekh, a director at Ares Commercial Real Estate Corp (ACRE), was granted 18,879 shares of restricted common stock. This award was part of the company's Amended and Restated 2012 Equity Incentive Plan and increased her direct holdings to 77,258 shares. The restricted shares will vest quarterly over one year, starting July 1, 2026.
Ares Commercial Real Estate Corporation (NYSE:ACRE) Sees Large Decline in Short Interest
Ares Commercial Real Estate Corporation (NYSE:ACRE) experienced a significant 16.6% decline in short interest during April, reducing bearish sentiment. Despite paying a quarterly dividend with an 11.5% yield, the company has a negative payout ratio, indicating weak earnings coverage. Analyst sentiment remains mixed-to-negative, with an average price target of $5.38 and recommendations ranging from Buy to Sell.
Ares Commercial Real Estate (ACRE) Projected to Post Earnings on Thursday
Ares Commercial Real Estate (ACRE) is expected to announce its Q1 2026 earnings before market open on Thursday, May 7th, with analysts forecasting earnings of $0.08 per share and $11.62 million in revenue. The company recently paid a quarterly dividend of $0.15, representing an annualized yield of 11.6%. Institutional investors have adjusted their holdings, and analysts currently hold a consensus "Reduce" rating for the stock with a target price of $5.38.
Press Release: Ares Commercial Real Estate Corporation Schedules Earnings Release and Conference Call for the First Quarter Ended March 31, 2026
Ares Commercial Real Estate Corporation (ACRE) will announce its financial results for the first quarter ended March 31, 2026, on Thursday, May 9, 2026, before the market opens. Management will host a conference call and webcast at 10:00 a.m. EDT on the same day to discuss these results.
Ares Commercial Real Estate sets May 7 earnings before market open
Ares Commercial Real Estate Corporation (NYSE: ACRE) announced it will report its first-quarter 2026 earnings on Thursday, May 7, 2026, before the New York Stock Exchange opens. The company will also host a webcast and conference call at 12:00 p.m. Eastern Time on the same day to discuss its financial results. Interested parties can access the call via telephone or live webcast, with an archived replay available until June 7, 2026.
Ares Commercial Real Estate Corporation Schedules Earnings Release and Conference Call for the First Quarter Ended March 31, 2026
Ares Commercial Real Estate Corporation (NYSE: ACRE) is scheduled to release its first-quarter 2026 earnings on Thursday, May 7, 2026, before the New York Stock Exchange opens. The company will also host a webcast/conference call on the same day at 12:00 p.m. Eastern Time to discuss its financial results. Interested parties can access the call via telephone or a live webcast available on the Investor Resources section of its website.
J.P. Morgan Maintains Ares Commercial Real Estate Corp(ACRE.US) With Hold Rating, Announces Target Price $5.5
J.P. Morgan has reiterated its Hold rating for Ares Commercial Real Estate Corp (ACRE.US), setting a target price of $5.5. This indicates a neutral outlook on the company's stock performance from the analytical firm.
Ares Commercial Real Estate Corporation (NYSE:ACRE) Receives Average Rating of "Reduce" from Brokerages
Ares Commercial Real Estate Corporation (NYSE:ACRE) has received an average "Reduce" rating from six brokerages, with an average one-year price target of $5.33. The company announced a quarterly dividend of $0.15, implying a 12.6% yield. Recent insider selling by a VP and CFO totaled over $68,000, and institutional investors have also adjusted their positions in the stock.
BTIG Maintains Ares Commercial Real Estate Corp(ACRE.US) With Hold Rating
BTIG analyst Tom Catherwood has maintained a 'Hold' rating for Ares Commercial Real Estate Corp (ACRE.US). According to TipRanks, Catherwood has a 43.0% success rate and a -3.3% average return over the past year. The article emphasizes that the provided information is for informational/educational purposes only and should not be considered investment advice.
ACRE PE Ratio & Valuation, Is ACRE Overvalued
Ares Commercial Real Estate Corp (ACRE) is currently considered undervalued, with its forward P/S ratio of 4.38 being significantly lower than its five-year average of 16.51. The fair price for ACRE is estimated between $4.96 and $7.06, making its current price of $4.76 undervalued by 4.04% based on a relative valuation method. Despite its undervaluation, ACRE's P/S ratio of 4.38 is 18.56% above the industry average, which is deemed unsustainable given its -26.38% revenue growth.
Ares Raises $5.4B For Value-Add Real Estate
Ares Management Corp. has successfully raised $5.4B for value-add real estate investments across the US and Europe, through its Ares US Real Estate Fund XI and Ares European Property Enhancement Partners IV. The company plans to deploy this capital into "New Economy" sectors such as logistics, multifamily, and self-storage, anticipating recovery and attractive entry points in supply-constrained markets. This fundraising follows earlier reports of Ares limiting redemptions on its Ares Strategic Income Fund and its continued acquisition of industrial properties.
[ARS] Ares Commercial Real Estate Corp SEC Filing
This article reports on an SEC filing (Form ARS) by Ares Commercial Real Estate Corp (ACRE) on April 1, 2026, at 4:19 PM. The filing has a low impact and neutral sentiment. The article also provides a company overview, stock rankings, and links to recent news and SEC filings for ACRE.
Ares Commercial Real Estate (ACRE) details 2026 virtual meeting and votes
Ares Commercial Real Estate (ACRE) will hold its 2026 virtual annual meeting on May 27, 2026, where stockholders will vote on electing two Class II directors, ratifying Ernst & Young LLP as their auditor for 2026, and approving an advisory resolution on executive pay for 2025. Stockholders of record as of March 26, 2026, totaling 55,367,672 common shares, can vote online, by phone, by mail, or during the live audio webcast. The company's independent directors receive $175,000 annually, composed of cash and restricted stock, with additional retainers for leadership and committee roles.
ACRE Technical Analysis & Stock Price Forecast
This article provides a detailed technical analysis and stock price forecast for Ares Commercial Real Estate Corp (ACRE), indicating a "Strong Sell" consensus based on various technical indicators. It examines moving averages, oscillators like RSI and MACD, and identifies key support and resistance levels. The analysis highlights that ACRE is trading below its 200-day moving average, contributing to the bearish outlook.
Ares Commercial (NYSE: ACRE) extends Morgan Stanley credit facility to 2029 and lifts capacity
Ares Commercial Real Estate Corporation has amended its credit facility with Morgan Stanley, extending the maturity date to July 16, 2029, and increasing the commitment from $250 million to $350 million. An accordion provision allows for a further increase of $50 million, boosting the total potential capacity to $400 million. This move is expected to support the company's stability by providing longer-term and larger secured funding for loan origination and holdings.
According to the latest filing submitted to the U.S. Securities and Exchange Commission (SEC), Ares Commercial Real Estate Corp has successfully extended the maturity date of its financing arrangement with Morgan Stanley to July 16, 2029.
Ares Commercial Real Estate Corp has extended its financing agreement with Morgan Stanley until July 16, 2029, with an additional 12-month renewal option. This strategic move aims to optimize the company's capital structure and strengthen its financial resilience for future business expansion in a complex market environment. The extension provides greater flexibility in long-term capital planning.
According to the latest filing submitted to the U.S. Securities and Exchange Commission (SEC), Ares Commercial Real Estate Corp has successfully extended the maturity date of its financing arrangement with Morgan Stanley to July 16, 2029.
Ares Commercial Real Estate Corp has extended its financing arrangement with Morgan Stanley to July 16, 2029, as per a recent SEC filing. This agreement includes a 12-month renewal option, offering greater flexibility for capital planning and strengthening the company's financial resilience in a complex market. This strategic move aims to optimize its capital structure and support future business expansion.
Ares Commercial Real Estate extends and expands Morgan Stanley facility to $350 million
Ares Commercial Real Estate (ACRE) has extended and expanded its Master Repurchase Agreement and Securities Contract with Morgan Stanley Bank, N.A., increasing the facility commitment from $250 million to $350 million, with an option to reach $400 million. This amendment, extending the maturity to July 16, 2029, was disclosed alongside recent mixed Q4 2025 earnings and another facility extension with City National Bank. The company currently trades at $4.85 with a substantial 12.77% dividend yield.
According to the latest filing submitted to the U.S. Securities and Exchange Commission (SEC), Ares Commercial Real Estate Corp has successfully extended the maturity date of its financing arrangement with Morgan Stanley to July 16, 2029.
Ares Commercial Real Estate Corp has extended its financing arrangement with Morgan Stanley to July 16, 2029, as per an SEC filing. This agreement also includes an additional 12-month renewal option, offering flexibility and strengthening the company's financial resilience. This strategic move aims to optimize its capital structure and support future business expansion.
Vanguard (ACRE) amendment shows 0 shares after Jan 12, 2026 realignment
Vanguard has filed an amended Schedule 13G/A for Ares Commercial Real Estate Corp (ACRE), reporting 0 shares beneficially owned and 0% common stock ownership. This change is due to an internal realignment within Vanguard effective January 12, 2026, where certain subsidiaries will now report their beneficial ownership separately. The filing clarifies reporting changes rather than market transactions, so the impact on ACRE is considered moderate and neutral.
ACRE SEC Filings - Ares Coml Real Estate Corp 10-K, 10-Q, 8-K Forms
This page provides a comprehensive overview of Ares Commercial Real Estate Corporation's (ACRE) SEC filings, including 10-K, 10-Q, and 8-K forms, designed for investors to track the company's financial health and strategic decisions. Recent filings cover insider equity grants to executives and the CFO, outlining details of restricted stock units (RSUs) vesting in future years. The latest quarterly earnings report (Q3 2025) shows a return to profitability for ACRE, with a net income of $4.7 million and a quarterly dividend of $0.15 per share.
Ares Commercial Real Estate extends funding facility maturity to end-2026
Ares Commercial Real Estate Corp has extended the maturity of its secured revolving funding facility to the end of 2026, as per a recent SEC filing. This move aims to strengthen the company's liquidity, ensure access to capital, and reduce near-term refinancing pressure. The extension helps align its capital structure with a longer investment horizon amid cautious lender sentiment in real estate debt markets.
Ares Commercial Real Estate extends funding facility maturity to end-2026
Ares Commercial Real Estate Corp has extended the maturity of its secured revolving funding facility to the end of 2026. This amendment, disclosed in a U.S. SEC filing, aims to bolster the company's liquidity and ensure continued access to capital, particularly important in the current cautious real estate debt market. The move reduces near-term refinancing pressure and aligns its capital structure with a longer investment horizon.
[8-K] Ares Commercial Real Estate Corp Reports Material Event | ACRE SEC Filing - Form 8-K
Ares Commercial Real Estate Corporation (ACRE) reported via an 8-K filing that its subsidiary, ACRC Lender LLC, amended its secured revolving funding facility with City National Bank. The amendment, dated March 10, 2026, extends the maturity date of the facility to December 31, 2026, in exchange for a renewal fee. This modification prolongs the existing credit line, supporting the company's ongoing lending and investment activities in commercial real estate and is classified as both a material definitive agreement and a direct financial obligation.
Ares Commercial Real Estate: Watch Out For Contagion From Regional Banking Crisis
Ares Commercial Real Estate (ACRE) originates and holds loans against commercial real estate, with $2.3 billion in outstanding loans averaging 8.9% unlevered yields. Despite appearing cheap with a 15.4% forward dividend yield and 0.66 P/B, the author suggests that rising delinquencies and defaults in commercial real estate, possibly exacerbated by the regional banking crisis, could worsen ACRE's financial performance. Investors are advised to remain on the sidelines until the commercial real estate markets stabilize.
Earnings call transcript: Ares Commercial RE misses EPS forecast, revenue beats in Q4 2025
Ares Commercial Real Estate Corporation (ACRE) reported a Q4 2025 GAAP net loss of $4 million (-$0.07 EPS), missing analyst forecasts, but significantly exceeded revenue expectations with $13.22 million. The company's stock rose 7.63% in pre-market trading, reflecting investor optimism for a strong operational performance despite the earnings miss. ACRE continues to focus on resolving high-risk loans, expanding its loan portfolio through co-investment opportunities, and has declared a Q1 2026 dividend of $0.15 per share.
Wells Fargo Maintains Ares Commercial Real Estate Corp(ACRE.US) With Sell Rating, Raises Target Price to $5
Wells Fargo analyst Donald Fandetti has reiterated a "sell" rating for Ares Commercial Real Estate Corp (ACRE.US) but increased the target price from $4 to $5. According to TipRanks, Fandetti has a 63.5% success rate and an average return of 11.3% over the past year. This report is for informational purposes and does not constitute investment advice.
Ares Commercial Real Estate Q4 Earnings: Potential Energy Hides In Book Value (NYSE:ACRE)
Ares Commercial Real Estate (ACRE) is rated Hold due to ongoing portfolio repositioning despite sector headwinds. While the company has reduced high-risk loans and office exposure, distributable earnings still fall short of the dividend. ACRE trades at a significant discount to book value, reflecting market uncertainty and a lack of immediate catalysts for improvement in the challenging mREIT sector.
Ares Commercial Real Estate Corporation (NYSE:ACRE) Q4 2025 Earnings Call Transcript
Ares Commercial Real Estate Corporation (NYSE: ACRE) reported its Q4 2025 earnings, featuring a GAAP net loss of $4 million but distributable earnings of $8 million. The company highlighted significant progress in de-risking its portfolio, including a 30% reduction in office loans since year-end 2024 and active management of risk-rated four and five loans. ACRE also resumed investment activity, closing 13 new loan commitments totaling $486 million, and declared a regular cash dividend of $0.15 per common share for 2026, indicating confidence in future earnings growth.
Ares Commercial RE Q4 2025 slides: Portfolio shift continues as office exposure drops 30%
Ares Commercial Real Estate Corporation (ACRE) released its Q4 2025 earnings, showing a significant 30% year-over-year reduction in office loan exposure, alongside an increase in residential and industrial investments. Despite a GAAP net loss for the quarter, the stock rose over 12%, reflecting investor confidence in the company's strategic rebalancing efforts. ACRE is also making progress on high-risk loans and maintains a moderate leverage profile, planning to increase its leverage and loan portfolio while leveraging its relationship with Ares Management for institutional opportunities.
Ares Commercial (ACRE) Q4 2025 Earnings Transcript
Ares Commercial (ACRE) reported Q4 2025 earnings, highlighting significant progress in balance sheet repositioning, including a 30% reduction in office loans since year-end 2024 and increased new loan commitments. The company declared a $0.15 per common share cash dividend for 2026, reflecting confidence in its earnings potential and strategic focus on resolving remaining high-risk loans and expanding non-office property originations. Management discussed a strategic increase in leverage to support investment and a long-term target of 3.0x debt to equity, while emphasizing a disciplined approach to new originations, prioritizing principal protection and diversification.
Ares Commercial Real Estate lost money in 2025 but keeps its dividend
Ares Commercial Real Estate Corporation (ACRE) reported a GAAP net loss of $(0.9) million or $(0.02) per diluted common share for the full year 2025, and a GAAP loss of $(3.9) million for Q4 2025. Despite the losses, the company maintained its quarterly cash dividend of $0.15 per common share for both Q4 2025 and Q1 2026, payable on April 15, 2026. Management highlighted strategic advancements in addressing risk-rated loans and repositioning its portfolio for future earnings growth, supported by $572 million in loan repayments.
