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ACRE

Ares Commercial Real Estate Corporation

ACRE

NYSE·Real Estate·REIT - Mortgage·Mkt cap $253.5M

$4.57

+0.44%

P/E

-59.66

Mkt Cap

$253.5M

52-Wk Range

$4.14–$5.89

52-Week Range

$4.14 - $5.89

P/E

-59.66

Fwd P/E

46.69

Beta

1.21

Div Yield

13.13%

Avg Vol

426.3K

Shares Out

55.4M

Mkt Cap

$253.5M

Price action

Price chart

Down 7.3% over the trailing year

Total returns

Price performance

Total return across standard periods - splits & dividends adjusted by FMP. Periods longer than 1Y show annualized in the tooltip.

Why we rate it this way

The thesis at a glance

Bull and bear case · plain-English context across the five lenses we evaluate.

Bull Case

4 reasons

  • Specialized CRE financing expertise
  • Diversified investment portfolio
  • Flexible investment structures
  • Professional management by Ares Commercial Real Estate Management LLC

Bear Case

2 risks

  • Average volatility.
  • Extreme premium - high expectations embedded

Growth

Turning profitable

Expanding commercial real estate market

Value

Extreme premium - high expectations embedded

Momentum

Stable

-5.0% over 3m

Quality

Excellent

Strong fundamentals

Dividend

High yield

13.13% yield

Earnings track record

Latest print - beat on both lines

AI-summarized recap of last quarter, plus the surprise on every print.

Next: Nov 6, 2026

Q3 26 RECAP

AUG 4, 2026

Reported EPS of $0.12 vs $0.04 consensus (+224.0% surprise). Revenue of $14.4M vs $11.0M expected (+31.0%). Beat on both top and bottom lines.

EPS beat +224.0%
Rev beat +31.0%
Double beat

EPS surprise · last 4Q

1 of 1 beats

Estimate

Actual

Q3 26

+224.0%

Revenue trend · last 8Q

-103%

+157%

+50%

+84%

Q3 24

Q4 24

Q1 25

Q2 25

Q3 25

Q4 25

Q1 26

Q2 26

$10.9M

-$490.0K

$14.9M

-$4.3M

$16.3M

$29.3M

$27.5M

$14.4M

Margins · last 8Q

Gross

0.0%

Operating

0.0%

Profit

30.5%

Wall Street consensus

3 analysts · 33% Buy

Live ratings and price targets aggregated across covering analysts.

Buy

1

33%

Hold

2

67%

Sell

0%

Median Price Target

Latest: UBS · $5.50 · Jun 2, 2026

vs Industry

How ACRE stacks vs REIT - Mortgage

Stock metrics vs industry averages. Green = better than industry.

Industry comparison data unavailable for this stock.