Ares Commercial Real Estate (ACRE) to Release Earnings on Tuesday

Ares Commercial Real Estate (NYSE:ACRE) is expected to issue its Q4 2025 results before the market opens on Tuesday, February 10th. Analysts expect the company to announce earnings of $0.01 per share and revenue of $11.3780 million for the quarter. Interested persons may review the information on the company’s upcoming Q4 2025 earning report for the latest details on the call scheduled for Tuesday, February 10, 2026 at 12:00 PM ET.

Ares Commercial Real Estate (NYSE:ACRE) last issued its quarterly earnings results on Friday, November 7th. The real estate investment trust reported $0.08 earnings per share for the quarter, beating the consensus estimate of ($0.09) by $0.17. Ares Commercial Real Estate had a negative return on equity of 5.15% and a negative net margin of 13.02%.The company had revenue of $5.63 million during the quarter, compared to analysts’ expectations of $11.35 million.

Ares Commercial Real Estate Trading Up 2.0%

Shares of Ares Commercial Real Estate stock opened at $5.22 on Friday. The business has a 50-day moving average price of $5.07 and a two-hundred day moving average price of $4.81. The company has a market cap of $287.24 million, a P/E ratio of -34.80, a PEG ratio of 0.52 and a beta of 1.26. Ares Commercial Real Estate has a 1-year low of $3.35 and a 1-year high of $6.09.

Analysts Set New Price Targets

ACRE has been the topic of several analyst reports. UBS Group lifted their price target on shares of Ares Commercial Real Estate from $4.50 to $5.00 and gave the stock a “neutral” rating in a research note on Friday, November 14th. Keefe, Bruyette & Woods raised Ares Commercial Real Estate from a “market perform” rating to an “outperform” rating and upped their target price for the company from $4.75 to $5.50 in a research note on Monday, December 15th. Wall Street Zen upgraded Ares Commercial Real Estate from a “strong sell” rating to a “hold” rating in a report on Saturday, November 15th. Weiss Ratings reissued a “sell (d+)” rating on shares of Ares Commercial Real Estate in a research note on Monday, December 29th. Finally, Zacks Research downgraded Ares Commercial Real Estate from a “strong-buy” rating to a “hold” rating in a research report on Wednesday. One investment analyst has rated the stock with a Buy rating, four have given a Hold rating and one has given a Sell rating to the stock. According to MarketBeat.com, Ares Commercial Real Estate currently has an average rating of “Hold” and a consensus price target of $5.33.

Insider Activity

In other Ares Commercial Real Estate news, CEO Bryan Patrick Donohoe sold 21,761 shares of the business’s stock in a transaction dated Wednesday, January 14th. The stock was sold at an average price of $4.93, for a total transaction of $107,281.73. Following the sale, the chief executive officer owned 250,197 shares in the company, valued at approximately $1,233,471.21. The trade was a 8.00% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, VP Anton Feingold sold 7,606 shares of the firm’s stock in a transaction dated Wednesday, January 14th. The stock was sold at an average price of $4.93, for a total value of $37,497.58. Following the completion of the transaction, the vice president owned 92,754 shares of the company’s stock, valued at approximately $457,277.22. The trade was a 7.58% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last quarter, insiders sold 35,585 shares of company stock worth $175,434. Insiders own 1.80% of the company’s stock.

Institutional Investors Weigh In On Ares Commercial Real Estate

Several hedge funds have recently bought and sold shares of ACRE. Vanguard Group Inc. raised its holdings in Ares Commercial Real Estate by 2.5% in the 3rd quarter. Vanguard Group Inc. now owns 3,110,321 shares of the real estate investment trust’s stock worth $14,028,000 after purchasing an additional 74,453 shares during the period. Hotchkis & Wiley Capital Management LLC increased its position in shares of Ares Commercial Real Estate by 2.9% in the third quarter. Hotchkis & Wiley Capital Management LLC now owns 1,315,902 shares of the real estate investment trust’s stock valued at $5,935,000 after buying an additional 37,062 shares in the last quarter. Marshall Wace LLP acquired a new position in shares of Ares Commercial Real Estate during the 2nd quarter worth approximately $2,685,000. BI Asset Management Fondsmaeglerselskab A S lifted its position in shares of Ares Commercial Real Estate by 8.0% during the 2nd quarter. BI Asset Management Fondsmaeglerselskab A S now owns 453,704 shares of the real estate investment trust’s stock valued at $2,164,000 after buying an additional 33,764 shares in the last quarter. Finally, JPMorgan Chase & Co. lifted its position in shares of Ares Commercial Real Estate by 4.0% during the 3rd quarter. JPMorgan Chase & Co. now owns 376,815 shares of the real estate investment trust’s stock valued at $1,699,000 after buying an additional 14,586 shares in the last quarter. Hedge funds and other institutional investors own 41.34% of the company’s stock.

Ares Commercial Real Estate Company Profile

Ares Commercial Real Estate Corporation (NYSE: ACRE) is a publicly traded real estate investment trust (REIT) primarily focused on commercial real estate debt investments. Externally managed by an affiliate of Ares Management Corporation, ACRE seeks to generate attractive risk-adjusted returns through its diversified portfolio of CRE financing strategies. The company specializes in originating, acquiring, financing and managing first mortgages, mezzanine loans, preferred equity and other structured finance products.

Since its inception, Ares Commercial Real Estate has targeted a broad range of property types, including multifamily, office, industrial, retail and hospitality assets.