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.
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 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.
Ares Commercial Real Estate Corp SEC 10-K Report
Ares Commercial Real Estate Corporation (ACRE) has released its 2025 10-K report, detailing financial performance, business operations, and strategic initiatives amidst challenging commercial real estate market conditions. While total revenue and net interest margin decreased, the company improved its net loss and significantly reduced realized losses on loans. ACRE is focused on targeted investment, risk mitigation, and liquidity management, including extending its stock repurchase program and declaring a dividend, all while navigating economic and market risks.
Ares Commercial Real Estate: Q4 Earnings Snapshot
Ares Commercial Real Estate Corp. (ACRE) reported a Q4 loss of $3.9 million, or 7 cents per share, though adjusted earnings of 15 cents per share surpassed analyst expectations of 1 cent per share. The company's revenue for the quarter was $13.2 million, with adjusted revenue reaching $23.7 million. For the full year, Ares Commercial Real Estate narrowed its loss to $902,000, and its shares have seen a 7% increase year-to-date.
Ares Commercial Real Estate: Fourth Quarter Earnings Overview
Ares Commercial Real Estate Corp. reported a net loss of $3.9 million, or $0.07 per share, for the fourth quarter, though adjusted earnings surpassed analysts' expectations at $0.15 per share. The company generated $13.2 million in revenue for the quarter. For the full year, the company had a reduced net loss of $902,000 on total revenue of $97.6 million, and its stock has risen 7% year-to-date despite a 14% decline over the past twelve months.
Ares Commercial Real Estate (ACRE) Q4 Earnings and Revenues Beat Estimates
Ares Commercial Real Estate (ACRE) reported Q4 earnings of $0.15 per share, significantly surpassing the Zacks Consensus Estimate of $0.01 per share. The company's revenues for the quarter reached $23.73 million, beating the consensus estimate by 6.07%. ACRE's stock has seen a 6.9% gain year-to-date, outperforming the S&P 500.
Ares Commercial Real Estate: Q4 Earnings Snapshot
Ares Commercial Real Estate Corp. (ACRE) reported a Q4 loss of $3.9 million, or 7 cents per share, though adjusted earnings of 15 cents per share topped analyst expectations. For the full year, the company narrowed its loss to $902,000, or 2 cents per share. The stock has seen a 7% increase year-to-date but a 14% decrease over the past 12 months.
Ares Commercial Real Estate: Q4 Earnings Snapshot
Ares Commercial Real Estate Corp. (ACRE) reported a Q4 loss of $3.9 million, or 7 cents per share, though adjusted earnings of 15 cents per share surpassed Wall Street expectations. The company posted revenue of $13.2 million in the period, with adjusted revenue at $23.7 million. For the year, the loss narrowed to $902,000, or 2 cents per share, on revenue of $97.6 million.
Ares Commercial Real Estate: Q4 Earnings Snapshot
Ares Commercial Real Estate Corp. reported a Q4 loss of $3.9 million, or 7 cents per share, though adjusted earnings of 15 cents per share surpassed Wall Street expectations. The company posted revenue of $13.2 million, with adjusted revenue reaching $23.7 million. For the full year, the real estate investment trust narrowed its loss to $902,000, or 2 cents per share, on revenue of $97.6 million.
Ares Commercial Real Estate: Fourth Quarter Earnings Overview
Ares Commercial Real Estate Corp. reported a Q4 net loss of $3.9 million ($0.07 per share), but adjusted earnings of $0.15 per share surpassed analyst expectations of $0.01. The company generated $13.2 million in revenue, with adjusted revenue at $23.7 million. For the full year, the net loss was $902,000 on $97.6 million in revenue, and while the stock is up 7% year-to-date, it has declined by 14% over the past year.
Ares Commercial Real Estate to Announce Q4 Earnings on February 10
Ares Commercial Real Estate (ACRE) is scheduled to announce its Q4 earnings on February 10, with an anticipated EPS of -$0.03, an 80% improvement year-over-year, despite an expected 35% revenue decline to $11.38 million. Analyst views are mixed, with recent estimate revisions showing both upward and downward adjustments, and the average 1-year price target is $4.83. ACRE, a specialty finance company focused on commercial real estate loans, has historically beaten EPS estimates 38% of the time and revenue estimates 25% of the time.
ACRE Stock News Today | Earnings, Events & Price Alerts
This article provides news and event updates for Ares Commercial Real Estate (ACRE). Key highlights include details about their Q4 2025 earnings call, transcript availability, dividend declaration, and an upgrade to "Buy" by analysts. The company reported Q4 revenue of $13.22 million, exceeding expectations, and emphasized strategic goals for repositioning its portfolio and driving earnings growth in 2026.
Ares Commercial Real Estate (NYSE:ACRE) Downgraded by Zacks Research to Hold
Zacks Research has downgraded Ares Commercial Real Estate (NYSE:ACRE) from a "strong-buy" to a "hold" rating, with a consensus target price of $5.33 among analysts. This downgrade follows a quarter where ACRE beat EPS estimates but significantly missed revenue expectations, alongside reporting negative financial metrics. Concerns are further fueled by recent insider selling activities by the CEO and CFO, and a relatively low insider ownership percentage of 1.8%.
Have Insiders Sold Ares Commercial Real Estate Shares Recently?
The CEO & Director of Ares Commercial Real Estate (NYSE: ACRE), Bryan Donohoe, recently sold US$107k worth of shares, representing a 13% reduction in his holding. This follows an earlier sale where shares were sold at a higher price than the most recent transaction. Overall, insider selling has occurred, but no insider purchases have been reported in the last year, leading to a degree of caution regarding the stock.
Ares Commercial Real Estate Corporation Announces Tax Reporting Information for Calendar Year 2025
Ares Commercial Real Estate Corporation (NYSE: ACRE) has announced the 2025 tax treatment for its common stock distributions, providing details on record dates, payment dates, and the allocation of cash distributions per share. The information covers ordinary dividends, qualified dividends, capital gain distributions, nondividend distributions, and Section 199A dividends. Stockholders are advised to consult their tax advisors regarding the specific tax treatment of these distributions.
Trading Floor: Apollo Commercial Real Estate Finance (+9%), Ares Commercial Real Estate Corp (+7,4%)
This article reports on the performance of Apollo Commercial Real Estate Finance and Ares Commercial Real Estate Corp. Apollo's stock rose 9% after selling its credit portfolio, while Ares Commercial Real Estate Corp saw a 7.4% increase following positive analyst ratings and a planned portfolio expansion. The piece also discusses the broader market impact of anticipated restrictive monetary policies on private equity and credit firms, leading to declines for major players like KKR and Blackstone, and highlighting BlackRock TCP Capital's NAV drop due to loan write-downs.
Ares Commercial Real Estate Corporation Schedules Earnings Release and Conference Call for the Fourth Quarter and Full Year Ended December 31, 2025
Ares Commercial Real Estate Corporation (ACRE) announced it will report its fourth quarter and full-year financial results for 2025 on February 10, 2026, before the New York Stock Exchange opens. The company will host a webcast/conference call on the same day at 12:00 p.m. Eastern Time to discuss these results. Interested parties can access the call via telephone or live webcast, with replay options available until March 10, 2026.
Ares Commercial Real Estate Corporation (NYSE:ACRE) Given Consensus Recommendation of "Hold" by Analysts
Ares Commercial Real Estate Corporation (NYSE:ACRE) has received a consensus "Hold" rating from six brokerages, with an average 12-month price target of $5.33. Despite a high dividend yield of 11.7%, the company exhibits weak financial fundamentals, including negative earnings per share and return on equity, and analysts project a negative EPS for the current year. Recent insider selling also signals caution, while institutional investors have adjusted their holdings.
Feingold, Ares commercial real estate gen. counsel, sells $37k in shares
Anton Feingold, General Counsel of Ares Commercial Real Estate Corp (ACRE), sold 7,606 shares for approximately $37,479 to cover tax obligations related to vested stock. Following the sale, Feingold directly owns 92,754 shares, including restricted stock units. This transaction comes amidst strong Q3 2025 earnings for ACRE, which surpassed analyst expectations, and an increased credit facility with Wells Fargo Bank.
North Ground Capital Invests $5.22 Million in Ares Commercial Real Estate Corporation $ACRE
North Ground Capital has made a significant investment of $5.22 million in Ares Commercial Real Estate (ACRE), acquiring over 1.1 million shares and becoming a 2.10% stakeholder. Despite this institutional buying, insiders have been selling shares, creating a mixed sentiment, though analysts currently hold a consensus "Hold" rating with a target price of $5.33. The company also declared a quarterly dividend of $0.15 per share, offering an annualized yield of 11.7%.
Gonzales, Ares commercial real estate CFO, sells $30,639 in stock By Investing.com
Jeffrey Michael Gonzales, CFO and Treasurer of Ares Commercial Real Estate Corp (ACRE), sold 6,218 shares of common stock worth $30,639 on January 14, 2026, to cover tax withholding obligations. Despite a negative EPS in the last twelve months, ACRE appears undervalued and offers a significant dividend yield of 11.79%. This sale follows strong Q3 2025 financial results and an amendment to its credit facility.
Ares Commercial Real Estate (NYSE:ACRE) CFO Jeffrey Michael Gonzales Sells 6,218 Shares
Ares Commercial Real Estate (NYSE:ACRE) CFO Jeffrey Michael Gonzales sold 6,218 shares of the company's stock for $30,654.74. This transaction, occurring on January 14th, reduced his stake by 6.56% to 88,533 shares. The company recently announced a quarterly dividend of $0.15 per share, yielding 11.8%, and despite missing revenue estimates, beat EPS forecasts.
Ares Commercial Real Estate (NYSE:ACRE) VP Anton Feingold Sells 7,606 Shares of Stock
Anton Feingold, VP of Ares Commercial Real Estate (NYSE:ACRE), sold 7,606 shares for $37,497.58 on January 14th, reducing his stake by 7.58%. The company announced a quarterly dividend of $0.15, offering an 11.8% yield. ACRE's shares currently trade around $5.09, and analysts have a "Hold" consensus rating with an average target price of $5.33, despite recent earnings beating estimates but revenues and margins remaining weak.
Bryan Patrick Donohoe Sells 21,761 Shares of Ares Commercial Real Estate (NYSE:ACRE) Stock
Bryan Patrick Donohoe, CEO of Ares Commercial Real Estate (NYSE:ACRE), sold 21,761 shares of the company's stock on January 14th for over $107,000, reducing his stake by 8%. Despite the insider selling, ACRE announced a quarterly dividend yielding 11.8% and recently beat EPS estimates, though revenue fell short. Analyst ratings are mixed, with an average "Hold" rating and a target price of $5.33.
Feingold, Ares commercial real estate gen. counsel, sells $37k in shares
Anton Feingold, General Counsel at Ares Commercial Real Estate Corp, sold 7,606 shares of common stock totaling $37,479 on January 14, 2026, primarily to cover tax withholding obligations. Following the sale, Feingold still holds 92,754 shares. This transaction follows recent strong Q3 2025 earnings for the company and an increased credit facility with Wells Fargo.
Gonzales, Ares commercial real estate CFO, sells $30,639 in stock By Investing.com
Jeffrey Michael Gonzales, CFO and Treasurer of Ares Commercial Real Estate Corp (ACRE), sold 6,218 shares of common stock for $30,639 to cover tax withholding obligations. This transaction leaves him with 88,533 shares. Despite ACRE not being profitable in the last twelve months, it appears undervalued by InvestingPro data and pays a significant dividend with an 11.79% yield, having maintained payments for 14 consecutive years.
Gonzales, Ares commercial real estate CFO, sells $30,639 in stock By Investing.com
Jeffrey Michael Gonzales, CFO and Treasurer of Ares Commercial Real Estate Corp (ACRE), sold 6,218 shares of common stock worth $30,639 on January 14, 2026, to cover tax withholding obligations. Following the sale, Gonzales directly owns 88,533 shares, including restricted stock units. Despite ACRE not being profitable in the past twelve months, InvestingPro data suggests it is undervalued and pays a significant dividend with an 11.79% yield.
Feingold, Ares commercial real estate gen. counsel, sells $37k in shares By Investing.com
Anton Feingold, General Counsel at Ares Commercial Real Estate Corp, sold 7,606 shares of common stock totaling $37,479 to cover tax withholding obligations. Following the sale, Feingold directly owns 92,754 shares, including restricted stock units. This news follows Ares Commercial Real Estate's impressive Q3 2025 earnings and an expanded credit facility.
Ares commercial real estate CEO Donohoe sells $107k in shares
Ares Commercial Real Estate CEO Bryan Patrick Donohoe sold 21,761 shares of common stock for a total of $107,229 on January 14, 2026. This transaction follows strong third-quarter 2025 financial results for the company, which reported earnings per share significantly above analyst expectations and increased its credit facility with Wells Fargo. Donohoe now directly owns 250,197 shares, including restricted stock units.
Gonzales, Ares commercial real estate CFO, sells $30,639 in stock
Jeffrey Michael Gonzales, CFO of Ares Commercial Real Estate Corp (ACRE), sold 6,218 shares of common stock for $30,639 to cover tax withholding obligations. Despite being undervalued according to InvestingPro data and not profitable in the last twelve months, ACRE pays a significant dividend with an 11.79% yield and recently reported strong Q3 2025 financial results. The company also increased its credit facility with Wells Fargo Bank from $450 million to $600 million.
Gonzales, Ares commercial real estate CFO, sells $30,639 in stock
Jeffrey Michael Gonzales, CFO and Treasurer of Ares Commercial Real Estate Corp (NYSE:ACRE), sold 6,218 shares of company stock worth $30,639. The sale was executed to cover tax withholding obligations related to stock vesting. Despite this, ACRE appears undervalued by InvestingPro data, and the company recently reported strong Q3 2025 financial results and an increased credit facility with Wells Fargo Bank.
