ACRES Commercial Realty (ACR)
Market Price (2/21/2026): $18.61 | Market Cap: $132.3 MilSector: Financials | Industry: Mortgage REITs
ACRES Commercial Realty (ACR)
Market Price (2/21/2026): $18.61Market Cap: $132.3 MilSector: FinancialsIndustry: Mortgage REITs
Investment Highlights Why It Matters Detailed financial logic regarding cash flow yields vs trend-riding momentum.
| Attractive yieldTotal YieldTotal Yield = Earnings Yield + Dividend Yield, Earnings Yield = Net Income / Market Cap Dividend Yield = Total Dividends / Market Cap is 22%, ERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is 17% | Debt is significantNet D/ENet Debt/Equity. Debt net of cash. Negative indicates net cash. Equity is taken as the Market Capitalization is 903% |
| Low stock price volatilityVol 12M is 34% | Not cash flow generativeCFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is -1.4%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is -1.5% |
| Megatrend and thematic driversMegatrends include Digital & Alternative Assets. Themes include Private Credit. | Key risksACR key risks include [1] fluctuating interest income and loan valuations due to market and interest rate changes, Show more. |
| Attractive yieldTotal YieldTotal Yield = Earnings Yield + Dividend Yield, Earnings Yield = Net Income / Market Cap Dividend Yield = Total Dividends / Market Cap is 22%, ERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is 17% |
| Low stock price volatilityVol 12M is 34% |
| Megatrend and thematic driversMegatrends include Digital & Alternative Assets. Themes include Private Credit. |
| Debt is significantNet D/ENet Debt/Equity. Debt net of cash. Negative indicates net cash. Equity is taken as the Market Capitalization is 903% |
| Not cash flow generativeCFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is -1.4%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is -1.5% |
| Key risksACR key risks include [1] fluctuating interest income and loan valuations due to market and interest rate changes, Show more. |
Qualitative Assessment
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ACRES Commercial Realty (ACR) stock has lost about 10% since 10/31/2025 because of the following key factors:
1. Negative Analyst Earnings Forecasts for 2026.
Analysts forecast ACRES Commercial Realty's (ACR) earnings per share (EPS) to decrease to $0.87 in 2026 from $1.02, with some projections as low as $0.42. Furthermore, analysts expect a negative annual earnings growth rate of -100.48% for the next year, indicating significant challenges to profitability. This downward revision in earnings expectations likely weighed heavily on investor sentiment during the period.
2. Weakening Financial Health and Profitability Concerns.
ACR received a low Chartmill Fundamental rating of 2 out of 10, with the analysis highlighting that while the company has a "medium profitability rating," it "doesn't score so well on its financial health evaluation." Concerns about the company's financial stability and ability to generate robust profits can deter investors and contribute to a stock price decline, particularly in a volatile market.
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1. Negative Analyst Earnings Forecasts for 2026.
Analysts forecast ACRES Commercial Realty's (ACR) earnings per share (EPS) to decrease to $0.87 in 2026 from $1.02, with some projections as low as $0.42. Furthermore, analysts expect a negative annual earnings growth rate of -100.48% for the next year, indicating significant challenges to profitability. This downward revision in earnings expectations likely weighed heavily on investor sentiment during the period.
2. Weakening Financial Health and Profitability Concerns.
ACR received a low Chartmill Fundamental rating of 2 out of 10, with the analysis highlighting that while the company has a "medium profitability rating," it "doesn't score so well on its financial health evaluation." Concerns about the company's financial stability and ability to generate robust profits can deter investors and contribute to a stock price decline, particularly in a volatile market.
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Stock Movement Drivers
Fundamental Drivers
The -11.5% change in ACR stock from 10/31/2025 to 2/20/2026 was primarily driven by a -34.3% change in the company's P/E Multiple.| (LTM values as of) | 10312025 | 2202026 | Change |
|---|---|---|---|
| Stock Price ($) | 21.00 | 18.58 | -11.5% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 93 | 102 | 9.7% |
| Net Income Margin (%) | 23.3% | 28.0% | 20.3% |
| P/E Multiple | 7.0 | 4.6 | -34.3% |
| Shares Outstanding (Mil) | 7 | 7 | 2.0% |
| Cumulative Contribution | -11.5% |
Market Drivers
10/31/2025 to 2/20/2026| Return | Correlation | |
|---|---|---|
| ACR | -11.5% | |
| Market (SPY) | 1.1% | 26.9% |
| Sector (XLF) | 0.2% | 34.6% |
Fundamental Drivers
The -5.6% change in ACR stock from 7/31/2025 to 2/20/2026 was primarily driven by a -24.9% change in the company's P/E Multiple.| (LTM values as of) | 7312025 | 2202026 | Change |
|---|---|---|---|
| Stock Price ($) | 19.68 | 18.58 | -5.6% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 92 | 102 | 10.8% |
| Net Income Margin (%) | 25.6% | 28.0% | 9.4% |
| P/E Multiple | 6.1 | 4.6 | -24.9% |
| Shares Outstanding (Mil) | 7 | 7 | 3.6% |
| Cumulative Contribution | -5.6% |
Market Drivers
7/31/2025 to 2/20/2026| Return | Correlation | |
|---|---|---|
| ACR | -5.6% | |
| Market (SPY) | 9.4% | 20.4% |
| Sector (XLF) | 0.6% | 32.0% |
Fundamental Drivers
The 5.1% change in ACR stock from 1/31/2025 to 2/20/2026 was primarily driven by a 9.5% change in the company's Total Revenues ($ Mil).| (LTM values as of) | 1312025 | 2202026 | Change |
|---|---|---|---|
| Stock Price ($) | 17.68 | 18.58 | 5.1% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 93 | 102 | 9.5% |
| Net Income Margin (%) | 28.2% | 28.0% | -0.6% |
| P/E Multiple | 5.2 | 4.6 | -10.5% |
| Shares Outstanding (Mil) | 8 | 7 | 7.9% |
| Cumulative Contribution | 5.1% |
Market Drivers
1/31/2025 to 2/20/2026| Return | Correlation | |
|---|---|---|
| ACR | 5.1% | |
| Market (SPY) | 15.6% | 37.3% |
| Sector (XLF) | 3.0% | 39.9% |
Fundamental Drivers
The 96.6% change in ACR stock from 1/31/2023 to 2/20/2026 was primarily driven by a 47.3% change in the company's Total Revenues ($ Mil).| (LTM values as of) | 1312023 | 2202026 | Change |
|---|---|---|---|
| Stock Price ($) | 9.45 | 18.58 | 96.6% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 69 | 102 | 47.3% |
| Net Income Margin (%) | 36.6% | 28.0% | -23.4% |
| P/E Multiple | 3.2 | 4.6 | 42.1% |
| Shares Outstanding (Mil) | 9 | 7 | 22.6% |
| Cumulative Contribution | 96.6% |
Market Drivers
1/31/2023 to 2/20/2026| Return | Correlation | |
|---|---|---|
| ACR | 96.6% | |
| Market (SPY) | 75.9% | 25.5% |
| Sector (XLF) | 50.1% | 30.1% |
Price Returns Compared
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | Total [1] | |
|---|---|---|---|---|---|---|---|
| Returns | |||||||
| ACR Return | 4% | -34% | 16% | 68% | 32% | -13% | 56% |
| Peers Return | 29% | -17% | 20% | -7% | 9% | -2% | 27% |
| S&P 500 Return | 27% | -19% | 24% | 23% | 16% | 0% | 83% |
Monthly Win Rates [3] | |||||||
| ACR Win Rate | 50% | 33% | 50% | 67% | 67% | 0% | |
| Peers Win Rate | 62% | 48% | 53% | 53% | 55% | 50% | |
| S&P 500 Win Rate | 75% | 42% | 67% | 75% | 67% | 50% | |
Max Drawdowns [4] | |||||||
| ACR Max Drawdown | -9% | -40% | -15% | -2% | 0% | -16% | |
| Peers Max Drawdown | -4% | -25% | -17% | -18% | -8% | -5% | |
| S&P 500 Max Drawdown | -1% | -25% | -1% | -2% | -15% | -1% | |
[1] Cumulative total returns since the beginning of 2021
[2] Peers: STWD, BXMT, ARI, KREF, LADR.
[3] Win Rate = % of calendar months in which monthly returns were positive
[4] Max drawdown represents maximum peak-to-trough decline within a year
[5] 2026 data is for the year up to 2/20/2026 (YTD)
How Low Can It Go
| Event | ACR | S&P 500 |
|---|---|---|
| 2022 Inflation Shock | ||
| % Loss | -61.7% | -25.4% |
| % Gain to Breakeven | 161.1% | 34.1% |
| Time to Breakeven | 470 days | 464 days |
| 2020 Covid Pandemic | ||
| % Loss | -91.5% | -33.9% |
| % Gain to Breakeven | 1077.4% | 51.3% |
| Time to Breakeven | Not Fully Recovered days | 148 days |
| 2018 Correction | ||
| % Loss | -22.4% | -19.8% |
| % Gain to Breakeven | 28.8% | 24.7% |
| Time to Breakeven | 174 days | 120 days |
| 2008 Global Financial Crisis | ||
| % Loss | -92.0% | -56.8% |
| % Gain to Breakeven | 1152.0% | 131.3% |
| Time to Breakeven | Not Fully Recovered days | 1,480 days |
Compare to STWD, BXMT, ARI, KREF, LADR
In The Past
ACRES Commercial Realty's stock fell -61.7% during the 2022 Inflation Shock from a high on 8/4/2021. A -61.7% loss requires a 161.1% gain to breakeven.
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About ACRES Commercial Realty (ACR)
ACRES Commercial Realty Corp., a real estate investment trust (REIT), focuses on the origination, holding, and management of commercial real estate mortgage loans and other commercial real estate-related debt investments in the United States. It invests in commercial real estate-related assets, including floating and fixed rate first mortgage loans, first priority interests in first mortgage loans, subordinated interests in first mortgage loans, mezzanine debt, preferred equity investments, commercial mortgage-backed securities, and commercial real estate equity and preferred equity investments. The company qualifies as a real estate investment trust for federal income tax purposes. It generally would not be subject to federal corporate income tax to the extent that it distributes 100% of its REIT taxable income. The company was formerly known as Exantas Capital Corp. and changed its name to ACRES Commercial Realty Corp. in February 2021. ACRES Commercial Realty Corp. was incorporated in 2005 and is based in Uniondale, New York.
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- Rocket Mortgage for commercial real estate.
- A publicly traded version of Bank of America's commercial real estate lending division.
- A publicly traded Ares Management focused solely on commercial real estate debt.
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- First Mortgage Loans: Provides senior secured debt financing for the acquisition, refinancing, or repositioning of commercial real estate properties.
- Mezzanine Loans: Offers subordinate debt financing that bridges the gap between senior mortgage debt and a property owner's equity contribution.
- Preferred Equity Investments: Invests in equity-like positions that offer a preferred return and liquidation preference, typically used to complete a property's capital stack.
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ACRES Commercial Realty (NYSE: ACR) is a commercial mortgage real estate investment trust (REIT). Unlike traditional equity REITs that own and lease physical properties, ACR primarily originates and invests in commercial real estate first mortgage loans.
Therefore, its major "customers" are the commercial real estate companies, developers, and investment firms that borrow money from ACR to finance their properties. These borrowers are typically private entities seeking financing for stabilized commercial properties across various asset classes.
Due to the confidential nature of lending relationships and standard industry practice for commercial mortgage REITs, ACRES Commercial Realty does not publicly disclose the specific names of its borrower companies. Consequently, it is not possible to list individual customer company names or their symbols.
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Mark S. Fogel
President and Chief Executive Officer
Mr. Fogel has served as President, Chief Executive Officer, and a director of ACRES Commercial Realty Corp. since its acquisition by ACRES Capital, LLC in July 2020. He founded ACRES Capital, LLC in 2012, where he also serves as President and Chief Executive Officer. With over 20 years of experience in financing transitional, middle-market commercial real estate assets, Mr. Fogel previously held executive capacities at several prominent commercial real estate finance companies. He was the head of Origination and Asset Management at UC Funds from February 2010 through December 2011, and served as Senior Vice President of Asset Management at Arbor Realty Trust (NYSE: ABR) from September 2000 through December 2009. ACRES Commercial Realty Corp. is externally managed by ACRES Capital, LLC, which is a private commercial real estate lender, indicating a structure often associated with private equity-backed firms.
Eldron C. Blackwell
Chief Financial Officer and Senior Vice President
Mr. Blackwell has been the Senior Vice President, Chief Financial Officer, and Treasurer of ACRES Commercial Realty Corp. since January 2024. Prior to this role, he served as the Vice President and Chief Accounting Officer of the Company from March 2014 to December 2023, leading the company’s accounting and financial reporting functions. Mr. Blackwell was previously the Assistant Controller for New Penn.
Jaclyn A. Jesberger
Chief Legal Officer, Senior Vice President and Secretary
Ms. Jesberger serves as the Chief Legal Officer, Senior Vice President, and Secretary for ACRES Commercial Realty Corp.
Linda M. Kilpatrick
Chief Accounting Officer, Vice President and Controller
Ms. Kilpatrick holds the positions of Chief Accounting Officer, Vice President, and Controller at ACRES Commercial Realty Corp.
Steven Landgraber
Senior Vice President of Corporate Finance & Investor Relations Officer
Mr. Landgraber is the Senior Vice President of Corporate Finance and Investor Relations Officer for ACRES Commercial Realty Corp.
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The key risks to ACRES Commercial Realty (ACR) primarily stem from its nature as a commercial real estate finance company. These risks include:
- Market Conditions and Interest Rate Fluctuations: As a commercial real estate lender, ACRES Commercial Realty Corp. (ACR) is highly susceptible to changes in interest rates and broader economic conditions. Fluctuations in these areas can significantly impact the company's interest income and the valuation of its loan portfolio.
- Credit Risk: A persistent concern for ACR is the risk that borrowers may default on their loans. The company's ability to accurately assess and manage credit risk is vital to maintaining a healthy portfolio. This risk is influenced by factors such as borrower financial stability, the performance of the underlying properties, and their geographic location.
- Liquidity Risk: Maintaining sufficient liquidity to meet its financial obligations is essential for ACRES Commercial Realty Corp. (ACR). The availability of funding sources, the timing of loan repayments, and the overall health of the capital markets can all affect the company's liquidity position.
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ACRES Commercial Realty (ACR) primarily operates as a commercial real estate (CRE) middle-market lender, specializing in originating, managing, and servicing loans secured by various income-producing properties across the United States. Their main products and services include commercial real estate mortgage loans (such as first mortgage loans, A-notes, B-notes, and mezzanine loans) and preferred equity investments. The company also generates revenue through loan servicing and asset management activities.
The addressable market for ACRES Commercial Realty's main products and services is the U.S. commercial real estate debt market.
- As of the fourth quarter of 2024, the total commercial and multifamily mortgage debt outstanding in the United States was approximately $4.79 trillion.
- Total commercial real estate mortgage borrowing and lending in the U.S. is estimated to have reached $498 billion in 2024.
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Here are 3-5 expected drivers of future revenue growth for ACRES Commercial Realty (ACR) over the next 2-3 years:- Portfolio Expansion through Strategic Acquisitions and Value-Add Investments: ACRES Commercial Realty has an ambitious growth strategy, aiming for a significant portfolio expansion of $300 million to $500 million by the end of 2025. This expansion is targeted through strategic acquisitions and value-add investments in high-growth markets with strong fundamentals.
- Origination of New Commercial Real Estate (CRE) Loans: As a core part of its business, ACRES focuses on originating, holding, and managing CRE mortgage loans and equity investments. The company anticipates a robust pipeline for new loan closings in Q4 2025, which is expected to drive positive annual portfolio growth. ACRES also plans to redeploy capital into attractive CRE loans.
- Strategic Focus on Resilient Property Sectors: ACRES is concentrating its growth efforts on specific sectors identified as resilient due to their demand stability and macroeconomic tailwinds. These include multifamily, self-storage, and hospitality properties, where the company sees opportunities for sustained growth and maximized returns.
- Optimization of Portfolio Leverage and Securitization Transactions: The company intends to optimize its portfolio leverage to enhance equity returns. Furthermore, ACRES anticipates executing securitization transactions, potentially in early Q1 2026, driven by its expanding portfolio. These financial strategies can free up capital and amplify returns on its investments, indirectly boosting revenue.
- Monetization of Existing Real Estate Investments: ACRES actively manages existing real estate investments with the expectation of monetizing them at gains in the future. For example, in Q3 2025, the company reported a $13.1 million capital gain from a real estate asset sale. These gains can be reinvested to fuel further revenue-generating activities.
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Share Repurchases
- ACRES Commercial Realty (ACR) has implemented an aggressive and sustained share buyback program, resulting in an 8.36% reduction in weighted average shares outstanding year-over-year in the first quarter of fiscal 2025 and a 31% reduction over the last five years.
- The company repurchased 220,000 common shares for $4.4 million in Q1 2025 and an additional 272,000 common shares for $5.1 million in Q2 2025.
- ACR has consistently reauthorized and expanded its share repurchase program, including an additional $10 million authorized in December 2023 and a further $7.5 million reauthorized in October 2025, covering both common and preferred stock.
Share Issuance
- ACRES Commercial Realty raised approximately $111 million of preferred equity during 2020-2021.
- The company issued 295,237 restricted shares of common stock.
- ACR made an initial offering of 4,400,000 shares of its 8.625% Fixed-to-Floating Series C Cumulative Redeemable Preferred Stock.
Inbound Investments
- ACRES Capital Corp., a private commercial real estate lender, acquired the Exantas management contract in August 2020, leading to ACRES Commercial Realty being externally managed by a subsidiary of ACRES Capital.
Outbound Investments
- ACR's loan portfolio for investment stood at $1.38 billion at amortized cost in Q1 2025 and $1.32 billion in Q2 2025, with a significant allocation (75% in Q2 2025) to multifamily properties.
- The company originated $72 million in new loans during Q2 2025, resulting in net originations of $54 million after accounting for payoffs and paydowns.
- ACR originated $660 million of loans through June 30, 2021, and also sold two loans during Q1 2025, one for $31.7 million, with proceeds from asset sales being redeployed into new loans in Q3 2025.
Trade Ideas
Select ideas related to ACR.
| Date | Ticker | Company | Category | Trade Strategy | 6M Fwd Rtn | 12M Fwd Rtn | 12M Max DD |
|---|---|---|---|---|---|---|---|
| 01302026 | FDS | FactSet Research Systems | Dip Buy | DB | FCFY OPMDip Buy with High FCF Yield and High MarginBuying dips for companies with high FCF yield and meaningfully high operating margin | -19.1% | -19.1% | -23.8% |
| 01302026 | PFSI | PennyMac Financial Services | Dip Buy | DB | P/E OPMDip Buy with Low PE and High MarginBuying dips for companies with tame PE and meaningfully high operating margin | -7.6% | -7.6% | -9.2% |
| 01232026 | FIS | Fidelity National Information Services | Dip Buy | DB | FCFY OPMDip Buy with High FCF Yield and High MarginBuying dips for companies with high FCF yield and meaningfully high operating margin | -22.6% | -22.6% | -22.6% |
| 01022026 | MORN | Morningstar | Dip Buy | DB | P/E OPMDip Buy with Low PE and High MarginBuying dips for companies with tame PE and meaningfully high operating margin | -23.9% | -23.9% | -26.8% |
| 01022026 | ABR | Arbor Realty Trust | Special | Short Squeeze PotentialShort Squeeze PotentialHas potential for a short squeeze. High short interest, rising short interest and high debt. | -2.9% | -2.9% | -6.7% |
Research & Analysis
Invest in Strategies
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Peer Comparisons
| Peers to compare with: |
Financials
| Median | |
|---|---|
| Name | |
| Mkt Price | 14.34 |
| Mkt Cap | 1.4 |
| Rev LTM | 242 |
| Op Inc LTM | - |
| FCF LTM | 77 |
| FCF 3Y Avg | 124 |
| CFO LTM | 115 |
| CFO 3Y Avg | 170 |
Growth & Margins
| Median | |
|---|---|
| Name | |
| Rev Chg LTM | -13.9% |
| Rev Chg 3Y Avg | -9.0% |
| Rev Chg Q | -8.4% |
| QoQ Delta Rev Chg LTM | -2.4% |
| Op Mgn LTM | - |
| Op Mgn 3Y Avg | - |
| QoQ Delta Op Mgn LTM | - |
| CFO/Rev LTM | 48.3% |
| CFO/Rev 3Y Avg | 57.0% |
| FCF/Rev LTM | 42.5% |
| FCF/Rev 3Y Avg | 44.4% |
Valuation
| Median | |
|---|---|
| Name | |
| Mkt Cap | 1.4 |
| P/S | 5.8 |
| P/EBIT | - |
| P/E | 14.7 |
| P/CFO | 9.3 |
| Total Yield | 14.8% |
| Dividend Yield | 9.6% |
| FCF Yield 3Y Avg | 10.2% |
| D/E | 5.0 |
| Net D/E | 4.9 |
Returns
| Median | |
|---|---|
| Name | |
| 1M Rtn | -4.1% |
| 3M Rtn | 2.0% |
| 6M Rtn | -5.7% |
| 12M Rtn | -1.6% |
| 3Y Rtn | 24.9% |
| 1M Excs Rtn | -4.6% |
| 3M Excs Rtn | -0.7% |
| 6M Excs Rtn | -12.3% |
| 12M Excs Rtn | -13.8% |
| 3Y Excs Rtn | -46.8% |
Price Behavior
Price Behavior
| Market Price | $18.58 | |
| Market Cap ($ Bil) | 0.1 | |
| First Trading Date | 02/07/2006 | |
| Distance from 52W High | -22.7% | |
| 50 Days | 200 Days | |
| DMA Price | $20.57 | $19.93 |
| DMA Trend | indeterminate | down |
| Distance from DMA | -9.7% | -6.8% |
| 3M | 1YR | |
| Volatility | 34.2% | 34.6% |
| Downside Capture | 136.44 | 59.50 |
| Upside Capture | 47.44 | 45.22 |
| Correlation (SPY) | 30.5% | 38.3% |
ACR Betas & Captures as of 1/31/2026
[1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively
| 1M | 2M | 3M | 6M | 1Y | 3Y | |
|---|---|---|---|---|---|---|
| Beta | 0.32 | 0.08 | 0.41 | 0.29 | 0.64 | 0.55 |
| Up Beta | 2.20 | -0.36 | 0.32 | 0.99 | 0.74 | 0.63 |
| Down Beta | 0.67 | -0.03 | 0.34 | -0.04 | 0.80 | 0.66 |
| Up Capture | -146% | -32% | 12% | 16% | 32% | 23% |
| Bmk +ve Days | 11 | 22 | 34 | 71 | 142 | 430 |
| Stock +ve Days | 7 | 18 | 28 | 58 | 123 | 374 |
| Down Capture | 77% | 80% | 75% | 31% | 51% | 58% |
| Bmk -ve Days | 9 | 19 | 27 | 54 | 109 | 321 |
| Stock -ve Days | 13 | 23 | 32 | 63 | 121 | 356 |
[1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively
Based On 1-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with ACR | |
|---|---|---|---|---|
| ACR | -5.3% | 34.6% | -0.11 | - |
| Sector ETF (XLF) | 1.6% | 19.4% | -0.04 | 41.4% |
| Equity (SPY) | 13.5% | 19.4% | 0.53 | 38.3% |
| Gold (GLD) | 74.5% | 25.6% | 2.15 | 6.6% |
| Commodities (DBC) | 7.2% | 16.9% | 0.25 | 13.7% |
| Real Estate (VNQ) | 7.1% | 16.7% | 0.24 | 39.4% |
| Bitcoin (BTCUSD) | -30.6% | 44.9% | -0.68 | 11.9% |
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Based On 5-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with ACR | |
|---|---|---|---|---|
| ACR | 8.9% | 36.4% | 0.32 | - |
| Sector ETF (XLF) | 12.6% | 18.7% | 0.54 | 30.4% |
| Equity (SPY) | 13.4% | 17.0% | 0.62 | 26.7% |
| Gold (GLD) | 22.6% | 17.1% | 1.08 | 8.5% |
| Commodities (DBC) | 10.9% | 19.0% | 0.46 | 9.6% |
| Real Estate (VNQ) | 5.0% | 18.8% | 0.17 | 27.4% |
| Bitcoin (BTCUSD) | 7.2% | 57.1% | 0.35 | 12.7% |
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Based On 10-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with ACR | |
|---|---|---|---|---|
| ACR | -0.5% | 60.2% | 0.24 | - |
| Sector ETF (XLF) | 14.7% | 22.2% | 0.61 | 36.9% |
| Equity (SPY) | 16.1% | 17.9% | 0.77 | 31.8% |
| Gold (GLD) | 14.8% | 15.6% | 0.79 | 2.5% |
| Commodities (DBC) | 8.6% | 17.6% | 0.40 | 12.8% |
| Real Estate (VNQ) | 7.0% | 20.7% | 0.30 | 38.6% |
| Bitcoin (BTCUSD) | 67.8% | 66.7% | 1.07 | 9.8% |
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Earnings Returns History
Expand for More| Forward Returns | |||
|---|---|---|---|
| Earnings Date | 1D Returns | 5D Returns | 21D Returns |
| 10/29/2025 | 10.0% | 14.7% | 11.4% |
| 7/30/2025 | 3.0% | 3.1% | 8.8% |
| 3/5/2025 | 3.1% | 9.5% | 2.8% |
| 10/30/2024 | 0.9% | 6.3% | 14.5% |
| 7/31/2024 | 3.6% | 9.2% | 10.0% |
| 2/28/2024 | 1.1% | -1.6% | 28.6% |
| 11/1/2023 | 4.8% | 4.1% | 4.2% |
| 8/2/2023 | -5.8% | -2.3% | -5.8% |
| ... | |||
| SUMMARY STATS | |||
| # Positive | 11 | 10 | 12 |
| # Negative | 7 | 8 | 6 |
| Median Positive | 4.8% | 9.4% | 11.8% |
| Median Negative | -3.2% | -4.4% | -9.0% |
| Max Positive | 12.0% | 16.1% | 86.9% |
| Max Negative | -6.2% | -11.6% | -80.2% |
SEC Filings
Expand for More| Report Date | Filing Date | Filing |
|---|---|---|
| 09/30/2025 | 11/06/2025 | 10-Q |
| 06/30/2025 | 08/05/2025 | 10-Q |
| 03/31/2025 | 05/08/2025 | 10-Q |
| 12/31/2024 | 03/17/2025 | 10-K |
| 09/30/2024 | 11/06/2024 | 10-Q |
| 06/30/2024 | 08/06/2024 | 10-Q |
| 03/31/2024 | 05/08/2024 | 10-Q |
| 12/31/2023 | 03/07/2024 | 10-K |
| 09/30/2023 | 11/07/2023 | 10-Q |
| 06/30/2023 | 08/07/2023 | 10-Q |
| 03/31/2023 | 05/08/2023 | 10-Q |
| 12/31/2022 | 03/07/2023 | 10-K |
| 09/30/2022 | 11/07/2022 | 10-Q |
| 06/30/2022 | 08/08/2022 | 10-Q |
| 03/31/2022 | 05/09/2022 | 10-Q |
| 12/31/2021 | 03/09/2022 | 10-K |
Insider Activity
Expand for More| # | Owner | Title | Holding | Action | Filing Date | Price | Shares | Transacted Value | Value of Held Shares | Form |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Eagle, Point Credit Management Llc | See footnotes | Sell | 1052026 | 22.41 | 5,000 | 112,050 | 16,928,312 | Form | |
| 2 | Eagle, Point Credit Management Llc | See footnotes | Sell | 12292025 | 22.26 | 499 | 11,108 | 16,936,432 | Form | |
| 3 | Eagle, Point Credit Management Llc | See footnotes | Sell | 12292025 | 22.30 | 455 | 10,146 | 16,956,719 | Form | |
| 4 | Eagle, Point Credit Management Llc | See footnotes | Sell | 12172025 | 22.26 | 1,372 | 30,541 | 16,947,540 | Form | |
| 5 | Eagle, Point Credit Management Llc | See footnotes | Sell | 12122025 | 22.26 | 605 | 13,467 | 16,980,618 | Form |
External Quote Links
| Y Finance | Barrons |
| TradingView | Morningstar |
| SeekingAlpha | ValueLine |
| Motley Fool | Robinhood |
| CNBC | Etrade |
| MarketWatch | Unusual Whales |
| YCharts | Perplexity Finance |
| FinViz |
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