Acres Commercial Realty

ACR · NYSE

$10.47+$0.03 (+0.29%)TodayMarket closed · Oct 20, 7:30 PM ET

Prev close $10.44

ACR analyst rating

BuyConsensus of 1 analyst over the last 12 months. 100% rate it a buy.

Strong buy0
Buy1
Hold0
Underperform0
Sell0

12-month price target · 2 analysts

Average $23.46 (+124.1% upside)

Low: $23.23
Now: $10.47
High: $24.15

Upgrades and downgrades

The latest rating actions, newest first

ACR analyst upgrades, downgrades and rating actions
Firm	Date	Action	Rating	Price target	Hit rate
Citizens	Oct 31, 2025	Maintains	Market Outperform	$23.50 → $24.50	26%

The case for and against

Updated Mar 27, 2025

Bull case

ACRES Commercial Realty Corp has demonstrated a significant increase in book value per share (BVPS), rising by 340 basis points to $28.87, while the stock remains at a considerable discount to this book value, aided by common stock repurchases. The company's strategic shift towards multifamily assets has resulted in them making up 79.4% of the portfolio, up from 56.5% since Q1 2021, indicating a robust alignment with market trends that favor residential investment. Additionally, ACRES has made notable progress in improving its asset quality by addressing higher-rated loans and has positioned itself to benefit from anticipated rate cuts, thus enhancing credit quality and potential for capital deployment.

Bear case

The financial outlook for ACRES Commercial Realty reflects concerns regarding a declining gross loan portfolio, which decreased by 589 basis points quarter-over-quarter to $1.49 billion, primarily due to a significant volume of payoffs compared to new commitments. Expectations of a marginal decline in net interest income through 2024 suggest that the company's profitability may be hindered by increased financing costs relative to its peers, potentially leading to reduced net interest margins and return on equity. Furthermore, the ongoing presence of legacy assets in the portfolio contributes to elevated CECL reserves, which could impede capital recycling and limit growth prospects moving forward.

Information on this page is provided for informational purposes only and is not a recommendation to buy, sell or hold any security. Investing involves risk, including possible loss of principal. Market data is delayed at least 15 minutes and is provided without warranty. Analyst ratings, price targets and company data come from third-party sources. Past performance does not guarantee future results.