Analyst Price Targets — ACRE
| Date | Analyst | Firm | Target | Price @ Post | Source | Headline |
|---|---|---|---|---|---|---|
| June 2, 2026 6:21 am | Marissa Lobo | UBS | $5.50 | $4.93 | StreetInsider | UBS Resumes Ares Commercial (ACRE) at Neutral |
| February 12, 2026 11:54 am | Donald Fandetti | Wells Fargo | $5.00 | $5.57 | TheFly | Ares Commercial price target raised to $5 from $4 at Wells Fargo |
| April 16, 2025 1:12 pm | Doug Harter | UBS | $3.75 | $3.50 | TheFly | Ares Commercial price target lowered to $3.75 from $5.25 at UBS |
| September 20, 2024 4:46 am | Donald Fandetti | Wells Fargo | $7.00 | $7.81 | TheFly | Ares Commercial downgraded to Underweight from Equal Weight at Wells Fargo |
| April 25, 2022 8:46 am | — | J.P. Morgan | $16.00 | $15.58 | Benzinga | JP Morgan Maintains Neutral on Ares Commercial Real, Raises Price Target to $16 |
Latest News for ACRE
Ares Commercial faces headwinds from loan losses and office market overexposure, resulting in two dividend cuts in three years. ACRE trades at a steep 50% discount to book value, reflecting investor skepticism about its distributable earnings and portfolio quality. The REIT has shrunk its office loan portfolio by 46% since Q1'23 but still underearns its dividend, with an 80% coverage ratio in Q1'26.
Investors need to pay close attention to ACRE stock based on the movements in the options market lately.
ACRE, CWST and CCAP have been added to the Zacks Rank #5 (Strong Sell) List on June 16, 2026.
APLD, ACRE and SKY have been added to the Zacks Rank #5 (Strong Sell) List on June 9, 2026.
Temporary vacancies and foreclosures crash REIT stock prices, creating a window to buy valuable real estate at a steep discount. Medical Properties Trust has moved past the Steward bankruptcy, with replacement tenants restoring the cash flow pipeline. After defensively shrinking its portfolio, Ares Commercial Real Estate is aggressively leveraging back up (from 1.1x to 1.9x) to drive earnings.
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Insider Trading
Insider Trading
| Name | Role | Date | Type | Shares | Price | Form | Link |
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Senate Trading
No Senate trades found for ACRE.
U.S. House Trading
No House trades found for ACRE.
Options Chain
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