Ares Commercial Real Estate Corporation faces significant structural headwinds as recurring credit loss provisions and loan impairments continue to erode shareholder equity, which has declined from $625.8 million in 2023Q4 to $492.4 million in 2026Q1.
Price trend, volume and key moving averages
Trailing total returns as of 11/8/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q4 2026Latest Nov 6, 2026 | $0.12+175.9% vs $0.04 | $14M+5.0% vs $13M |
Q3 2026 Aug 4, 2026 | $0.12+224.0% vs $0.04 | $14M+31.0% vs $11M |
Q2 2026 May 7, 2026 | $0.06-25.0% vs $0.08 | $13M+15.7% vs $12M |
Q1 2026 Feb 10, 2026 | $0.15+1400.0% vs $0.01 | $13M+12.4% vs $12M |
Ares Commercial Real Estate NYSE: ACRE reported third-quarter 2026 net income of $10 million and said it had resolved its only defaulted loan after the quarter ended, as management continued to work through underperforming real estate investments.
Ares Commercial Real Estate Corporation (ACRE) Q3 2026 Earnings Call Transcript
Ares Commercial Real Estate (ACRE) came out with quarterly earnings of $0.12 per share, beating the Zacks Consensus Estimate of $0.09 per share. This compares to earnings of $0.1 per share a year ago.
Third quarter GAAP net income of $10.0 million or $0.18 per diluted common share and Distributable Earnings 1 of $6.7 million or $0.12 per diluted common share - Subsequent to the three months ended September 30, 2026 - Fully repaid and terminated $90 million secured term loan Declared fourth quarter 2026 dividend of $0.15 per common share NEW YORK, Nov. 6, 2026 /PRNewswire/ -- Ares Commercial Real Estate Corporation (the "Company") (NYSE:ACRE), a specialty finance company primarily engaged in directly originating and investing in commercial real estate loans and related investments, reported generally accepted accounting principles ("GAAP") net income of $10.0 million or $0.18 per diluted common share and Distributable Earnings1 of $6.7 million or $0.12 per diluted common share for the third quarter of 2026. "During the third quarter, we continued to make progress on our strategic priority of reducing office and REO investments, as demonstrated by the sale of our REO office property which resulted in a gain," said Bryan Donohoe, Chief Executive Officer of Ares Commercial Real Estate Corporation.
Benchmark ACRE against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for Ares Commercial Real Estate Corporation (ACRE)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $3.65 | $202.51M | 214.71 | 22.54% | 1.13% | 0.19% | 19.47% | |
| $11.16 | $1.88B | -5.00 | -13.96% | -24.87% | -11.52% | 16.92% | |
| $0.85 | $140.72M | -0.24 | 1725.96% | -228.91% | -42.2% | 79.55% | |
| $6.75 | $518.19M | 11.37 | -5.23% | 13.13% | 4.33% | 14.64% | |
| $3.34 | $16.1M | -0.11 | -25.45% | -131.14% | -28.29% | 64.86% | |
| $5.66 | $363.94M | -1.63 | -22.72% | -52.69% | -18.4% | 17.68% |
Ares Commercial Real Estate Corporation (ACRE) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
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Ares Commercial Real Estate Corporation (ACRE) SEC filings — annual & quarterly reports (10-K, 10-Q)
Aug 4, 2026·SEC
Jun 1, 2026·SEC
May 7, 2026·SEC
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Ares Commercial Real Estate Corporation (ACRE) stock FAQ — growth, dividends, profitability & financials explained
Ares Commercial Real Estate Corporation (ACRE) reported $84.6M in revenue over the trailing twelve months. Revenue was $85.3M in fiscal year 2025. That is 1189% more than the $6.6M of fiscal year 2012.
Ares Commercial Real Estate Corporation (ACRE) grew revenue by 126.5% over the trailing twelve months, compared with the twelve months before.
Yes. Ares Commercial Real Estate Corporation (ACRE) earned $1.0M in net income over the trailing twelve months (a 1.1% net margin).
Yes. Ares Commercial Real Estate Corporation (ACRE) pays a dividend that yields 19.47% at the current price, a high yield.
Ares Commercial Real Estate Corporation (ACRE) had a return on equity (ROE) of 0.2% over the trailing twelve months. That is below the market's typical 10-15%.
Ares Commercial Real Estate Corporation (ACRE) offers a 19.47% dividend yield, which is attractive for income investors. REITs are required to distribute at least 90% of taxable income to shareholders.
