Ares Commercial Real Estate Q1 Earnings Preview
Written by Emily J. Thompson, Senior Investment Analyst
Updated: May 06 2026
0mins
Should l Buy ACRE?
Source: seekingalpha
- Earnings Announcement Date: Ares Commercial Real Estate (ACRE) is set to announce its Q1 2023 earnings on May 7 before market open, with consensus EPS estimate at $0.05, reflecting a 15.4% year-over-year decline, and revenue estimate at $13.03 million, down 12.8% year-over-year.
- Historical Performance Review: Over the past two years, ACRE has beaten EPS and revenue estimates 38% of the time, indicating a degree of volatility in financial performance that may affect investor confidence.
- Expectation Revision Dynamics: In the last three months, EPS estimates have seen two upward revisions and one downward revision, while revenue estimates have had two upward revisions with no downward adjustments, suggesting a more favorable outlook from the market.
- Market Outlook Analysis: Despite recent upward revisions in market expectations for ACRE, analysts indicate that near-term upside appears limited, which may influence investor decisions and overall market performance.
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Analyst Views on ACRE
Wall Street analysts forecast ACRE stock price to rise
5 Analyst Rating
1 Buy
2 Hold
2 Sell
Hold
Current: 4.600
Low
4.00
Averages
4.83
High
5.50
Current: 4.600
Low
4.00
Averages
4.83
High
5.50
About ACRE
Ares Commercial Real Estate Corporation is a specialty finance company primarily engaged in directly originating and investing in commercial real estate loans and related investments. The Company, through its national direct origination platform, provides a broad offering of flexible and reliable financing solutions for commercial real estate owners and operators. The Company originates senior mortgage loans, as well as subordinate financings, mezzanine debt and preferred equity, with an emphasis on providing value added financing on a variety of properties located in liquid markets across the United States. Senior mortgage loans are typically secured by first liens on commercial properties, including property types, such as office, multifamily, self storage, retail, hotel, healthcare, student housing, industrial, mixed-use, residential and residential condominium. The Company is externally managed by Ares Commercial Real Estate Management LLC.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Ares Commercial Real Estate Declares Quarterly Dividend
- Quarterly Dividend Announcement: Ares Commercial Real Estate has declared a quarterly dividend of $0.15 per share, consistent with previous distributions, indicating the company's stable cash flow and profitability, which is likely to attract more investor interest.
- Forward Yield: The forward yield of 11.88% reflects the company's appeal in the current market environment, potentially boosting investor confidence and stabilizing the stock price.
- Shareholder Record Date: The dividend will be payable on July 15, with a record date of June 30 and an ex-dividend date also on June 30, providing shareholders with a clear timeline for investment decisions.
- Market Reaction Expectations: Ares Commercial Real Estate's Q1 earnings report indicates potential growth momentum, and while near-term upside may be limited, the stable dividend policy could enhance market recognition of its long-term value.
See More
Ares Commercial Real Estate Q1 2026 Earnings Call Insights
- Loan Commitment Growth: In Q1 2026, Ares Commercial Real Estate Corporation successfully closed three new loan commitments totaling $294 million, indicating a continued demand for financing amidst macroeconomic uncertainties, thereby enhancing the company's liquidity position.
- Portfolio Expansion: As of March 31, 2026, the company's loan portfolio grew to 35 loans totaling $1.7 billion, an increase of $110 million quarter-over-quarter, demonstrating progress in portfolio diversification despite market challenges.
- Financial Performance Volatility: The company reported a GAAP net loss of approximately $9.6 million or $0.17 per diluted share for Q1, while distributable earnings were $3.2 million or $0.06 per diluted share, highlighting ongoing pressures on profitability and the need for accelerated asset resolutions to improve financial health.
- Enhanced Risk Management: The CECL reserve was increased to $138 million, reflecting a cautious approach to potential loan losses, particularly concerning the risk-rated Chicago office loan, indicating management's focus on market risks and adjustments in their response strategies.
See More
Ares Commercial Real Estate Q1 Earnings Report
- Earnings Performance: Ares Commercial Real Estate reported a Q1 non-GAAP EPS of $0.06, missing expectations by $0.05, indicating pressure on profitability that could affect investor confidence.
- Revenue Decline: The company generated $13.46 million in revenue for Q1, a 9.9% year-over-year decrease, although it beat market expectations by $0.43 million, the ongoing revenue decline poses challenges for future growth.
- Dividend Announcement: Ares declared a second-quarter 2026 dividend of $0.15 per common share, which, while stable, raises concerns about cash flow amidst declining revenues, potentially impacting investor sentiment.
- Portfolio Restructuring: Ares is actively reshaping its portfolio and targeting resolutions on risk-rated loans in 2026, a strategic move aimed at enhancing financial stability and long-term growth potential.
See More
Ares Commercial Real Estate Q1 Earnings Preview
- Earnings Announcement Date: Ares Commercial Real Estate (ACRE) is set to announce its Q1 2023 earnings on May 7 before market open, with consensus EPS estimate at $0.05, reflecting a 15.4% year-over-year decline, and revenue estimate at $13.03 million, down 12.8% year-over-year.
- Historical Performance Review: Over the past two years, ACRE has beaten EPS and revenue estimates 38% of the time, indicating a degree of volatility in financial performance that may affect investor confidence.
- Expectation Revision Dynamics: In the last three months, EPS estimates have seen two upward revisions and one downward revision, while revenue estimates have had two upward revisions with no downward adjustments, suggesting a more favorable outlook from the market.
- Market Outlook Analysis: Despite recent upward revisions in market expectations for ACRE, analysts indicate that near-term upside appears limited, which may influence investor decisions and overall market performance.
See More
Ares Commercial Real Estate to Report Q1 2026 Earnings on May 7
- Earnings Announcement: Ares Commercial Real Estate Corporation will report its Q1 2026 earnings on May 7, 2026, prior to the NYSE opening, reflecting the company's commitment to transparency and timely information disclosure.
- Conference Call Details: A webcast/conference call will occur at 12:00 p.m. ET on the same day, allowing interested parties to participate via +1 (800) 343-5172 for domestic callers and +1 (203) 518-9856 for international callers, ensuring investors receive timely financial updates.
- Replay Availability: An archived replay of the call will be accessible until June 7, 2026, with domestic callers using +1 (800) 839-4016 and international callers using +1 (402) 220-7240, enhancing communication channels between the company and its investors.
- Company Overview: Ares Commercial Real Estate Corporation specializes in originating and investing in commercial real estate loans, operating as a REIT, and emphasizing flexible financing solutions in liquid U.S. markets, showcasing its expertise and market position in the industry.
See More
ARES COMMERCIAL REAL ESTATE CORP RAISES FACILITY COMMITMENT TO $350 MILLION WITH POSSIBILITY OF INCREASING TO $400 MILLION - SEC FILING
- Company Commitment: ARES Commercial Real Estate Corp has increased its facility commitment to $350 million.
- Potential Upsizing: There is an option to upsize this commitment to $400 million.
- Filing Details: The information regarding this commitment was disclosed in a SEC filing.
- Financial Strategy: This move indicates ARES's strategic approach to enhance its financial capabilities.
See More
Ares Commercial Real Estate Declares Quarterly Dividend
- Quarterly Dividend Announcement: Ares Commercial Real Estate has declared a quarterly dividend of $0.15 per share, consistent with previous distributions, indicating the company's stable cash flow and profitability, which is likely to attract more investor interest.
- Forward Yield: The forward yield of 11.88% reflects the company's appeal in the current market environment, potentially boosting investor confidence and stabilizing the stock price.
- Shareholder Record Date: The dividend will be payable on July 15, with a record date of June 30 and an ex-dividend date also on June 30, providing shareholders with a clear timeline for investment decisions.
- Market Reaction Expectations: Ares Commercial Real Estate's Q1 earnings report indicates potential growth momentum, and while near-term upside may be limited, the stable dividend policy could enhance market recognition of its long-term value.
See More
Ares Commercial Real Estate Q1 2026 Earnings Call Insights
- Loan Commitment Growth: In Q1 2026, Ares Commercial Real Estate Corporation successfully closed three new loan commitments totaling $294 million, indicating a continued demand for financing amidst macroeconomic uncertainties, thereby enhancing the company's liquidity position.
- Portfolio Expansion: As of March 31, 2026, the company's loan portfolio grew to 35 loans totaling $1.7 billion, an increase of $110 million quarter-over-quarter, demonstrating progress in portfolio diversification despite market challenges.
- Financial Performance Volatility: The company reported a GAAP net loss of approximately $9.6 million or $0.17 per diluted share for Q1, while distributable earnings were $3.2 million or $0.06 per diluted share, highlighting ongoing pressures on profitability and the need for accelerated asset resolutions to improve financial health.
- Enhanced Risk Management: The CECL reserve was increased to $138 million, reflecting a cautious approach to potential loan losses, particularly concerning the risk-rated Chicago office loan, indicating management's focus on market risks and adjustments in their response strategies.
See More
Ares Commercial Real Estate Q1 Earnings Report
- Earnings Performance: Ares Commercial Real Estate reported a Q1 non-GAAP EPS of $0.06, missing expectations by $0.05, indicating pressure on profitability that could affect investor confidence.
- Revenue Decline: The company generated $13.46 million in revenue for Q1, a 9.9% year-over-year decrease, although it beat market expectations by $0.43 million, the ongoing revenue decline poses challenges for future growth.
- Dividend Announcement: Ares declared a second-quarter 2026 dividend of $0.15 per common share, which, while stable, raises concerns about cash flow amidst declining revenues, potentially impacting investor sentiment.
- Portfolio Restructuring: Ares is actively reshaping its portfolio and targeting resolutions on risk-rated loans in 2026, a strategic move aimed at enhancing financial stability and long-term growth potential.
See More
Ares Commercial Real Estate Q1 Earnings Preview
- Earnings Announcement Date: Ares Commercial Real Estate (ACRE) is set to announce its Q1 2023 earnings on May 7 before market open, with consensus EPS estimate at $0.05, reflecting a 15.4% year-over-year decline, and revenue estimate at $13.03 million, down 12.8% year-over-year.
- Historical Performance Review: Over the past two years, ACRE has beaten EPS and revenue estimates 38% of the time, indicating a degree of volatility in financial performance that may affect investor confidence.
- Expectation Revision Dynamics: In the last three months, EPS estimates have seen two upward revisions and one downward revision, while revenue estimates have had two upward revisions with no downward adjustments, suggesting a more favorable outlook from the market.
- Market Outlook Analysis: Despite recent upward revisions in market expectations for ACRE, analysts indicate that near-term upside appears limited, which may influence investor decisions and overall market performance.
See More
Ares Commercial Real Estate to Report Q1 2026 Earnings on May 7
- Earnings Announcement: Ares Commercial Real Estate Corporation will report its Q1 2026 earnings on May 7, 2026, prior to the NYSE opening, reflecting the company's commitment to transparency and timely information disclosure.
- Conference Call Details: A webcast/conference call will occur at 12:00 p.m. ET on the same day, allowing interested parties to participate via +1 (800) 343-5172 for domestic callers and +1 (203) 518-9856 for international callers, ensuring investors receive timely financial updates.
- Replay Availability: An archived replay of the call will be accessible until June 7, 2026, with domestic callers using +1 (800) 839-4016 and international callers using +1 (402) 220-7240, enhancing communication channels between the company and its investors.
- Company Overview: Ares Commercial Real Estate Corporation specializes in originating and investing in commercial real estate loans, operating as a REIT, and emphasizing flexible financing solutions in liquid U.S. markets, showcasing its expertise and market position in the industry.
See More
ARES COMMERCIAL REAL ESTATE CORP RAISES FACILITY COMMITMENT TO $350 MILLION WITH POSSIBILITY OF INCREASING TO $400 MILLION - SEC FILING
- Company Commitment: ARES Commercial Real Estate Corp has increased its facility commitment to $350 million.
- Potential Upsizing: There is an option to upsize this commitment to $400 million.
- Filing Details: The information regarding this commitment was disclosed in a SEC filing.
- Financial Strategy: This move indicates ARES's strategic approach to enhance its financial capabilities.
See More
