Earnings report 📈 Stocks 🌍 United States

Ares Commercial Real Estate Reports Q3 2026 Earnings of $0.18 Per Share

Ares Commercial Real Estate posted $0.12 per share in Distributable Earnings for Q3 2026 and declared a steady $0.15 dividend, as the firm works to resolve risk-rated loans and streamline its portfolio.

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1 assets impacted (Stocks). Net bias: 0 Bullish, 0 Bearish, 1 Neutral. Strongest signal: ACRE → 4/10 (60% confidence).

📊 Affected Assets (1)

ACRE
Neutral 🤖 60%
📅 Short-term 🌍 US · Explicit

Third quarter 2026 results show GAAP net income of $0.18 per diluted share and Distributable Earnings of $0.12 per share, with the quarterly dividend held steady at $0.15. The company fully repaid and terminated a $90 million secured term loan and sold an REO office property at a gain, but still faces unresolved risk rated 4 and 5 loans. Without prior-period figures in the release, results appear broadly in line, supporting the stock without a clear directional catalyst.

Catalysts
  • • Q3 2026 earnings released November 6, 2026: GAAP net income $10.0 million ($0.18/share), Distributable Earnings $6.7 million ($0.12/share)
  • • Board declared Q4 2026 dividend of $0.15 per share, payable January 15, 2027
Risk Factors
  • • Distributable Earnings of $0.12 per share remain below the $0.15 quarterly dividend
  • • Company still carries risk rated 4 and 5 loans whose resolution is needed to advance portfolio repositioning and enhance future earnings
▼ Show FAQ (2) ▲ Hide FAQ
How much did Ares Commercial Real Estate earn in the third quarter of 2026?

The company reported GAAP net income of $10.0 million, or $0.18 per diluted common share, and Distributable Earnings of $6.7 million, or $0.12 per diluted share.

Did ACRE keep or change its dividend?

The Board declared a regular cash dividend of $0.15 per common share for the fourth quarter of 2026, the same as the prior quarter, payable January 15, 2027 to holders of record as of December 31, 2026.

🎯 Key Takeaways

  • Reported GAAP net income of $10.0 million ($0.18/share) and Distributable Earnings of $6.7 million ($0.12/share).
  • Board declared a $0.15 per share dividend for Q4 2026, payable January 15, 2027.
  • Successfully repaid a $90 million secured term loan and sold an REO office property at a gain.
  • Management remains focused on resolving risk-rated 4 and 5 loans to improve future earnings.

📝 Executive Summary

Ares Commercial Real Estate Corporation reported GAAP net income of $10.0 million, or $0.18 per diluted share, for the third quarter of 2026. The company maintained its quarterly dividend at $0.15 per share while continuing efforts to reduce office and REO investments, including the recent sale of an REO office property.

❓ FAQ

How much did Ares Commercial Real Estate earn in the third quarter of 2026?

The company reported GAAP net income of $10.0 million, or $0.18 per diluted common share, and Distributable Earnings of $6.7 million, or $0.12 per diluted share.

Did ACRE keep or change its dividend?

The Board declared a regular cash dividend of $0.15 per common share for the fourth quarter of 2026, the same as the prior quarter, payable January 15, 2027 to holders of record as of December 31, 2026.