Why investors should use the Zacks Earnings ESP tool to help find stocks that are poised to top quarterly earnings estimates.
ELA, IHS, LEU, CWEN and ACRE have been added to the Zacks Rank #1 (Strong Buy) List on January 7th, 2026.
ACRE, CWEN and YOU made it to the Zacks Rank #1 (Strong Buy) income stocks list on January 7th, 2026.
Ares Commercial Real Estate (ACRE) is technically in oversold territory now, so the heavy selling pressure might have exhausted. This along with strong agreement among Wall Street analysts in raising earnings estimates could lead to a trend reversal for the stock.
Ares Commercial Real Estate (ACRE) has been upgraded to a Zacks Rank #2 (Buy), reflecting growing optimism about the company's earnings prospects. This might drive the stock higher in the near term.
Ares Commercial Real Estate Corporation is a small, distressed CRE REIT with significant exposure to troubled office loans. ACRE trades at just 51% of book value, reflecting market skepticism about the accuracy of its reported asset values and loan reserves. The fund is shrinking, not originating new loans, and likely understating needed loan loss reserves, with further dividend cuts expected.
Ares Commercial Real Estate Corporation faces ongoing challenges with distressed loans and a shrinking portfolio, despite a high 11.9% dividend yield. ACRE trades at a 50% discount to tangible book value, but risks from maturing bank debt and low loan yields outweigh potential upside. The company's focus on portfolio stabilization and safer financing is critical, as further dividend cuts are likely if revenue continues to decline.
Ares Commercial Real Estate Corporation ( ACRE ) Q3 2025 Earnings Call November 7, 2025 10:00 AM EST Company Participants John Stilmar - Managing Director of Public Investor Relations & Corporate Communications Group Bryan Donohoe - CEO & Director Jeffrey Gonzales - CFO & Treasurer Conference Call Participants Steve Delaney Jade Rahmani - Keefe, Bruyette, & Woods, Inc., Research Division Presentation Operator Good morning, and welcome to Ares Commercial Real Estate Corporation's Third Quarter Earnings Conference Call. [Operator Instructions].
Ares Commercial Real Estate (ACRE) came out with quarterly earnings of $0.1 per share, beating the Zacks Consensus Estimate of a loss of $0.09 per share. This compares to earnings of $0.07 per share a year ago.
Ares Commercial Real Estate Corporation (NYSE:ACRE ) Q2 2025 Earnings Conference Call August 5, 2025 12:00 PM ET Company Participants Bryan Patrick Donohoe - CEO & Director Jeffrey Gonzales - CFO & Treasurer John W. Stilmar - Managing Director of Public Investor Relations & Corporate Communications Group Conference Call Participants Christopher Muller - Citizens JMP Securities, LLC, Research Division Douglas Michael Harter - UBS Investment Bank, Research Division Jade Joseph Rahmani - Keefe, Bruyette, & Woods, Inc., Research Division Richard Barry Shane - JPMorgan Chase & Co, Research Division Thomas Catherwood - Unidentified Company Operator Good afternoon, everyone.
ACRE's chronic loan defaults and poor underwriting make it the top mortgage REIT to avoid, despite recent distribution cuts. Recent results show a record distributable earnings loss, with only 9 cents per share versus a 15-cent distribution. Balance sheet leverage is lower, but another large office loan is distressed, and interest margins have collapsed nearly 50% year-over-year.
Ares Commercial Real Estate (ACRE) came out with a quarterly loss of $0.51 per share versus the Zacks Consensus Estimate of a loss of $0.02. This compares to a loss of $0.12 per share a year ago.