ACRE sells USD 64 million property. Ares Commercial Real Estate stock sits 28.69 percent below high

Published on 10/01/2026 at 08:37 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Dividend is USD 0.15, payable October 15, 2026. Ares Commercial Real Estate stock costs EUR 16.94 on October 1, 2026 versus EUR 16.90.

ACRE, US04010L1035, Illustration mit AI erstellt.

ACRE completed a USD 64.00 million sale of a North Carolina office property on September 18, 2026, while Ares Commercial Real Estate stock stood 28.69 percent below its USD 5.89 52-week high at the USD 4.20 price cited by MarketBeat on September 27, 2026. The transaction gives the commercial mortgage REIT another concrete step in reducing exposure to troubled real estate assets.

USD 64 million asset sale

According to the SEC filing dated September 18, 2026, a wholly owned subsidiary sold the multi-building property to an unaffiliated buyer for USD 64.00 million. ACRE had acquired legal title through a deed in lieu of foreclosure on September 19, 2024, and classified the property as held for sale from the three months ended March 31, 2026.

The filing also identifies ACRE's common stock under ticker ACRE on the New York Stock Exchange. The sale matters because the company is reshaping a loan and property portfolio that has faced credit pressure, rather than adding another office asset to its balance sheet.

Second-quarter earnings beat estimates

MarketBeat reported that ACRE generated USD 0.12 of earnings per share in the second quarter of 2026, versus a USD 0.04 consensus estimate. Revenue reached USD 14.36 million against a USD 10.96 million estimate, a USD 3.40 million difference, while the net margin was negative 8.04 percent.

The earnings comparison is encouraging, but the dividend coverage remains the sharper issue. ACRE declared USD 0.15 per share for the quarter, or USD 0.60 annualized, and The Motley Fool reported that second-quarter distributable earnings of USD 0.12 per share were below the dividend. The same article said distributable earnings doubled from USD 0.06 per share in the first quarter of 2026.

Analysts keep a Reduce consensus

MarketBeat said seven firms carried a consensus Reduce rating, with two sells, four holds and one buy. The average 12-month target was USD 5.25, while JPMorgan had reduced its target from USD 5.50 to USD 5.00 in a July 17, 2026 note, according to the same report.

The next cash dividend is scheduled for October 15, 2026, after the September 30, 2026 record and ex-dividend dates, according to StockAnalysis. That payout schedule places income against the quarter's USD 0.12 distributable earnings per share, making credit quality and asset resolutions central to the dividend discussion.

ACRE price before the US session

ACRE was trading at EUR 16.94 at Lang & Schwarz on October 1, 2026 at 8:33 a.m. CEST, up 0.24 percent versus the prior close of EUR 16.90 at Lang & Schwarz on September 30, 2026. The primary listing is the New York Stock Exchange, but the euro quotation is the reference price for this German-market snapshot.