Ares Commercial Real Estate (ISIN US04013V1089) is being assessed against a lower analyst target after Keefe, Bruyette & Woods cut its price target from USD 5.50 to USD 4.50 on October 9, 2026, while maintaining an Outperform rating, as MarketBeat reported. The target stands 25.70 percent above the USD 3.58 NYSE price used for the comparison. Ares Commercial Real Estate was trading at EUR 3.19 at Lang & Schwarz on October 15, 2026 at 10:35 p.m. CEST, 2.29 percent above the October 14, 2026 NYSE close of USD 3.50.
Quarterly revenue beat expectations
The latest reported period offered a stronger operating comparison than the share price alone suggests. For the second quarter of 2026, Ares Commercial Real Estate posted revenue of USD 14.36 million against consensus of USD 10.96 million, while earnings per share reached USD 0.12 versus USD 0.04 expected, according to MarketBeat. The company operates as a commercial real estate finance REIT, investing in loans and other credit exposures secured by commercial properties.
Price position and trading range
The NYSE price closed at USD 3.50 on October 14, 2026, and the October 15 quote reached USD 3.58 at 4:00 p.m. EDT. Ares Commercial Real Estate had a 52-week range of USD 3.48 to USD 5.89, putting the latest NYSE close 40.58 percent below the high and 0.57 percent above the low. The stock’s year-to-date performance was minus 26.78 percent as of October 14, 2026.
Valuation and the next date
The finance company had a market capitalization of USD 198.6 million and a trailing P/E ratio of minus 46.74 as of October 15, 2026. Its forward dividend yield was 17.00 percent, while the quarterly dividend payment was scheduled for October 15, 2026, based on the dividend record summarized by Simply Wall St. The next earnings date is November 5, 2026, according to Yahoo Finance.
Comparison with peers
Ares Commercial Real Estate (NYSE, USD): plus 2.29 percent, P/E minus 46.74, market capitalization USD 198.6 million
Arbor Realty Trust (NYSE, USD): plus 7.28 percent, P/E 20.69, market capitalization USD 522.4 million
Blackstone Mortgage Trust (NYSE, USD): plus 1.89 percent, P/E 134.75, market capitalization USD 1.8 billion
What the figures leave investors
The analyst reset leaves a wide gap between the USD 4.50 target and the latest NYSE close, but the negative P/E and high dividend yield underline the importance of credit performance and payout coverage. The next earnings release on November 5, 2026 is the next scheduled company date.
Ares Commercial Real Estate was trading at EUR 3.19 at Lang & Schwarz on October 15, 2026 at 10:35 p.m. CEST, 2.29 percent above the October 14, 2026 NYSE close of USD 3.50. The further course of trading is shown by the continuously updated real-time quote of Ares Commercial Real Estate stock.
Ares Commercial Real Estate market data
- Company: Ares Commercial Real Estate Corporation
- ISIN: US04013V1089
- Ticker: ACRE
- Primary exchange: NYSE
- Price Lang & Schwarz (as of October 15, 2026, 10:35 p.m. CEST): EUR 3.19
- Daily change on NYSE: plus 2.29 percent
- NYSE close (October 14, 2026): USD 3.50
- Market capitalization: USD 198.6 million (as of October 15, 2026)
- 52-week range: USD 3.48-5.89 (as of October 15, 2026)
- Sector / Industry: Financials / Mortgage REIT
- Index membership: S&P 500
- Next earnings date: November 5, 2026
Market context: Market report S&P 500.
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