Citizens JMP Analyst Reiterates Buy Rating for ACRES Commercial Realty with $22 Price Target

Citizens JMP analyst Steven Delaney reiterated a Buy rating on ACRES Commercial Realty with a price target of $22.00. Delaney has a 4-star analyst rating with a 7.3% average return and a 52.82% success rate. The analyst consensus is Moderate Buy with a price target of $22.00. However, corporate insider sentiment is negative with an increase in insiders selling shares in June 2025.

Citizens JMP analyst Steven Delaney has reiterated a Buy rating on ACRES Commercial Realty (ACR) with a price target of $22.00. Delaney, who holds a 4-star analyst rating, has an impressive track record with a 7.3% average return and a 52.82% success rate [1]. This rating is in line with the broader analyst consensus, which also stands at a Moderate Buy with a price target of $22.00.

Delaney's positive outlook is based on the company's recent earnings call insights, where management discussed the execution of their business strategy. The company reported a GAAP net loss allocable to common shares of $732,000 for the second quarter, which was an improvement over the prior quarter's loss of $0.86 per share. The company's earnings available for distribution (EAD) improved to $0.04 per share from a loss of $0.86 per share in the previous quarter, driven by higher net interest income and improved real estate operations [2].

However, corporate insider sentiment remains negative, with an increase in insiders selling shares in June 2025. This could indicate a level of concern among insiders about the company's future performance or potential risks. Despite this, Delaney's confidence in the company's ability to execute its strategy and achieve its growth targets is reflected in his Buy rating.

ACRES Commercial Realty has a strategic focus on growing its loan portfolio by $300 million to $500 million through the end of the year. The company's goal is to redeploy capital from the sale of its investments into new loans, which could provide a significant boost to its portfolio and earnings. Delaney's price target of $22.00 reflects this optimism, assuming the company can successfully execute its strategy and achieve its growth targets.

Investors should closely monitor the company's progress towards these targets and the execution of its business strategy. The success of ACRES Commercial Realty in achieving its growth targets and executing its strategy will be key to validating Delaney's positive outlook and the company's potential for further appreciation.

References:
[1] https://www.marketbeat.com/all-access/analyst-rankings/1412/
[2] https://seekingalpha.com/news/4475842-acres-targets-300m-500m-portfolio-growth-through-year-end-as-credit-quality-remains-stable