Ares Commercial Real Estate Corp
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See all $ACRE insider activity →Ares Commercial Real Estate (NYSE:ACRE) reported Q2 updates on loan performance and reserves. Office exposure fell to $442 million, under 25% of the portfolio. CECL reserves rose about $900,000 to $139 million. The company reauthorized a buyback up to $50 million and declared a $0.15 dividend. COO Tae-Sik Yoon will step down to senior advisor.
Ares Commercial Real Estate (ACRE) reported Q2 2026 GAAP net income of $4.4 million ($0.08/share) and distributable earnings of $6.9 million ($0.12/share). It declared a $0.15 quarterly dividend. Outstanding loans were $1.8 billion, up 36% YoY, with $900 million in 12-month commitments and office exposure down to $442 million. A $50 million repurchase was reauthorized.
Ares Commercial Real Estate Corp (ACRE) reported Q2 2026 GAAP net income of $0.08 per diluted share and distributable earnings of $0.12 per share, below its $0.15 dividend. The company cited $150M in non-accruing loans, a $139M CECL reserve, and ongoing nonaccrual issues including a Chicago office loan and a Brooklyn condo loan. Management discussed loan resolution and returning ROE to 9% to 10%.
Recent ACRE coverage spans earnings and financial news.
The call highlights rising credit-loss reserves but also ongoing capital return and potential earnings lift from resolving non-accrual loans.
Earnings call disclosures point to improving credit stability (office exposure down, CECL reserve steady) while highlighting ongoing resolution risk in risk-rated 4-5 loans.
Credit and earnings coverage remain the key near-term driver, with non-accruing risk-rated 4 and 5 loans tied up in CECL reserves and delayed capital recycling.
Q2 profitability and a declared dividend provide near-term income and sentiment support, with loan-commitment activity as a secondary read-through.
Q2 results and the reaffirmed $0.15 quarterly dividend are the core decision inputs for ACRE positioning into the next quarter.
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Ares Commercial Real Estate (NYSE:ACRE) reported Q2 updates on loan performance and reserves. Office exposure fell to $442 million, under 25% of the portfolio. CECL reserves rose about $900,000 to $139 million. The company reauthorized a buyback up to $50 million and declared a $0.15 dividend. COO Tae-Sik Yoon will step down to senior advisor.
6 min readAres Commercial Real Estate (ACRE) reported Q2 2026 GAAP net income of $4.4 million ($0.08/share) and distributable earnings of $6.9 million ($0.12/share). It declared a $0.15 quarterly dividend. Outstanding loans were $1.8 billion, up 36% YoY, with $900 million in 12-month commitments and office exposure down to $442 million. A $50 million repurchase was reauthorized.
10 min readAres Commercial Real Estate Corp (ACRE) reported Q2 2026 GAAP net income of $0.08 per diluted share and distributable earnings of $0.12 per share, below its $0.15 dividend. The company cited $150M in non-accruing loans, a $139M CECL reserve, and ongoing nonaccrual issues including a Chicago office loan and a Brooklyn condo loan. Management discussed loan resolution and returning ROE to 9% to 10%.
7 min readAres Commercial Real Estate (ACRE) reported Q2 2026 GAAP net income of $4.4 million, or $0.08 per diluted share, on total revenue of $14.4 million for the quarter ended June 30, 2026. The company closed $130 million of new loan commitments and declared a regular Q3 2026 dividend of $0.15 per share payable Oct. 15, 2026.
2 min readAres Commercial Real Estate Corporation (NYSE: ACRE) reported Q2 2026 GAAP net income of $4.4 million, or $0.08 per diluted share, and Distributable Earnings of $6.9 million, or $0.12 per diluted share. The board declared a $0.15 per share dividend for Q3 2026. The company said it closed $130 million of new loan commitments in the quarter.
4 min readAres Commercial Real Estate Corp (ACRE) filed an SEC Form 8-K — Results of Operations and Financial Condition. EX-99.1 2 acreq2-26exhibit991.htm EX-99.1 Document Exhibit 99.1 ARES COMMERCIAL REAL ESTATE CORPORATION REPORTS SECOND QUARTER 2026 RESULTS Second quarter GAAP net income of $4.4 million or $0.08 per diluted common share and Distributable Earnings 1 of $6.9 million or $0.12 per d
4 min readAres Commercial Real Estate Corporation (NYSE: ACRE) said it will release second-quarter 2026 earnings for the period ended June 30, 2026 on Aug. 4, 2026 before NYSE open, followed by a 12:00 p.m. ET earnings call/webcast. A replay will be available through Sept. 4, 2026.
1 min readAres Commercial Real Estate Corporation has amended its credit facility with Morgan Stanley, extending the maturity date to July 16, 2029, and increasing the commitment from $250 million to $350 million. An accordion provision allows for a further increase of $50 million, boosting the total potential capacity to $400 million. This move is expected to support the company's stability by providing longer-term and larger secured funding for loan origination and holdings.
2 min readNorth Ground Capital has made a significant investment of $5.22 million in Ares Commercial Real Estate (ACRE), acquiring over 1.1 million shares and becoming a 2.10% stakeholder. Despite this institutional buying, insiders have been selling shares, creating a mixed sentiment, though analysts currently hold a consensus "Hold" rating with a target price of $5.33. The company also declared a quarterly dividend of $0.15 per share, offering an annualized yield of 11.7%.
2 min readAres 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.
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