Key Takeaways
- • Ares Commercial Real Estate ($ACRE) reported Q3 2026 earnings of $0.12 per share on November 6, 2026, beating consensus estimates of $0.06 by $0.06, according to Quiver Quantitative.
- • Reported revenue of $26.9 million compared with estimates of $13.58 million, a variance of about $13.3 million. The source notes that its automated data may contain ticker-mapping inaccuracies, so the figure warrants verification against the company's filing.
- • 69 institutional investors added ACRE shares in their most recent quarter while 56 reduced positions. Lighthouse Investment Partners was the largest buyer in Q2 2026 with 540,555 shares added (+52.9%), and Evoke Wealth exited its entire 232,343-share position.
- • Two analysts issued price targets on ACRE in the past six months with a median of $5.50: Marissa Lobo of UBS (June 2, 2026) and Jade Rahmani of Keefe, Bruyette & Woods (May 13, 2026).
Summary
Ares Commercial Real Estate ($ACRE) posted third-quarter 2026 earnings on Friday, November 6, 2026, reporting earnings of $0.12 per share against analyst estimates of $0.06. Quiver Quantitative also reported revenue of $26,900,000, well above the estimate of $13,578,750. The publisher's figures are generated from automated data feeds and carry a stated caveat about possible inaccuracies, so the revenue variance in particular should be confirmed against the company's official release.
Institutional positioning in ACRE shows net accumulation over the most recent quarter. Quiver's 13F-based data shows 69 institutional investors increasing holdings and 56 decreasing them. Among the largest Q2 2026 moves, Lighthouse Investment Partners, LLC added 540,555 shares (+52.9%), valued at an estimated $2.43 million, and JPMorgan Chase & Co added 242,567 shares, valued at an estimated $1.09 million. Sixth Street Partners Management Company added 176,220 shares and BlackRock, Inc. added 157,631 shares (+3.5%). On the sell side, Evoke Wealth, LLC removed its full 232,343-share position, UBS Group AG reduced its holdings by 219,977 shares (-62.0%), and Alpine Global Management, LLC trimmed 165,992 shares (-25.4%).
Analyst coverage remains limited. Quiver recorded two price targets in the prior six months, with a median of $5.50. Marissa Lobo of UBS set a target of $5.50 on June 2, 2026, and Jade Rahmani of Keefe, Bruyette & Woods set a target of $5.50 on May 13, 2026. The source does not report the stock's price reaction to the results or management commentary on the quarter.
Institutional positioning in ACRE shows net accumulation over the most recent quarter. Quiver's 13F-based data shows 69 institutional investors increasing holdings and 56 decreasing them. Among the largest Q2 2026 moves, Lighthouse Investment Partners, LLC added 540,555 shares (+52.9%), valued at an estimated $2.43 million, and JPMorgan Chase & Co added 242,567 shares, valued at an estimated $1.09 million. Sixth Street Partners Management Company added 176,220 shares and BlackRock, Inc. added 157,631 shares (+3.5%). On the sell side, Evoke Wealth, LLC removed its full 232,343-share position, UBS Group AG reduced its holdings by 219,977 shares (-62.0%), and Alpine Global Management, LLC trimmed 165,992 shares (-25.4%).
Analyst coverage remains limited. Quiver recorded two price targets in the prior six months, with a median of $5.50. Marissa Lobo of UBS set a target of $5.50 on June 2, 2026, and Jade Rahmani of Keefe, Bruyette & Woods set a target of $5.50 on May 13, 2026. The source does not report the stock's price reaction to the results or management commentary on the quarter.
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