ACR
ACRES Commercial·NYSE
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ACR fundamentals
ACRES Commercial (ACR) released its earnings on Mar 4, 2026: revenue was 20.30M (YoY -5.21%), missed estimates; EPS was 0.12 (YoY -75.00%), missed estimates.
Revenue / YoY
20.30M
-5.21%
EPS / YoY
0.12
-75.00%
Report date
Mar 4, 2026
ACR Earnings Call Summary for Q4,2025
- Record Loan Growth: $571 million in new commitments drove a 15% YoY increase in the loan portfolio, with a 2.83% spread on new originations.
- Portfolio Quality Improvement: Risk ratings declined, with 10 loans rated 4/5 (down from 13), and 17% of the portfolio rated 4/5 (down from 32%).
- Shareholder Value Creation: $10 million in share buybacks at a 33% discount to book value, and a $1.3 million gain from selling an Austin REO asset.
- Strategic Asset Management: 21 of 23 legacy 4/5-rated loans resolved with minimal loss, and plans to diversify into higher-yielding asset classes (self-storage, office, retail) in 2026.
- Financial Resilience: GAAP book value increased to $30.01 per share, and $32.1 million in NOLs provide tax efficiency for future gains.
EPS
Actual | 0.69 | 0.72 | 0.51 | 0.28 | -0.01 | 0.1 | -0.36 | 0.22 | -0.25 | 0.45 | 0.4 | 0.6 | 0.52 | 0.6 | 0.73 | 0.55 | 0.16 | 0.51 | 0.24 | 0.48 | -0.86 | 0.04 | 1.01 | 0.12 | ||||||||||
Forecast | 0.9 | 0.27 | 0.27 | 0.225 | 0.1 | 0.275 | 0.33 | 0.14 | 0.175 | 0.19 | 0.34 | 0.46 | 0.455 | 0.44 | 0.46 | 0.475 | 0.46 | 0.46 | 0.3933 | 0.3567 | 0.45 | 0.175 | 0.105 | 0.1367 | ||||||||||
Surprise | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | -23.33% | +166.67% | +88.89% | +24.44% | -110.00% | -63.64% | -209.09% | +57.14% | -242.86% | +136.84% | +17.65% | +30.43% | +14.29% | +36.36% | +58.70% | +15.79% | -65.22% | +10.87% | -38.98% | +34.57% | -291.11% | -77.14% | +861.90% | -12.22% |
Revenue
Actual | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | 14.92M | 14.72M | 11.62M | 9.10M | 12.70M | 9.84M | 12.10M | 15.45M | 10.92M | 20.07M | 20.94M | 23.24M | 21.06M | 23.60M | 24.01M | 22.40M | 18.80M | 20.90M | 22.40M | 21.42M | 17.00M | 21.87M | 21.04M | 20.30M |
Forecast | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | 16.20M | 10.95M | 10.50M | 9.65M | 9.20M | 9.60M | 12.80M | 11.90M | 13.85M | 13.75M | 17.35M | 18.55M | 18.40M | 18.95M | 19.40M | 19.60M | 21.05M | 21.15M | 21.08M | 21.96M | 21.84M | 20.32M | 22.15M | 20.58M |
Surprise | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | -7.91% | +34.39% | +10.70% | -5.70% | +38.04% | +2.49% | -5.50% | +29.79% | -21.13% | +45.96% | +20.67% | +25.29% | +14.45% | +24.54% | +23.74% | +14.29% | -10.69% | -1.18% | +6.26% | -2.50% | -22.16% | +7.65% | -5.03% | -1.34% |
Earnings Call
You can ask Aime
What is ACRES Commercial's latest dividend and current dividend yield?What is the market's earnings forecast for ACRES Commercial next quarter?Did ACRES Commercial beat or miss consensus estimates last quarter?What is the revenue and EPS growth rate for ACRES Commercial year over year?What guidance did ACRES Commercial's management provide for the next earnings period?What were the key takeaways from ACRES Commercial's earnings call?What is ACRES Commercial's gross profit margin?What does ACRES Commercial do and what are its main business segments?
