ARCC
ARES CAPITAL CORP
$19.26
+1.00%
$13.8B
No data for this timeframe.
Vol
Market Cap$13.8B
Cap SizeLarge Cap
Analyst ConsensusStrong Buy (85%)
Inst. Holders50 funds
Inst. Value$2.0B
Inst. Activity15 buys / 12 sells
Insider Activity5B / 0S
Insider Net $$942.8K
Reddit Sentiment75° Bullish
SEC Reports7
Recent Activity
Jun 8, 2026
SEC
Ares Capital Corporation established a $1 billion inaugural commercial paper program on June 4, 2026, allowing the issua
8-K — Impact 4/10
May 26, 2026
SEC
Ares Capital Corporation amended and restated its senior secured credit facility on May 21, 2026, increasing total commi
8-K — Impact 3/10
May 15, 2026
SEC
Ares Capital Corp is seeking stockholder approval at a special meeting on August 13, 2026, to authorize the issuance of
DEFA14A — Impact 3/10
Feb 9, 2026
Insider
MARKOWICZ JANA bought 15,000 shares
Chief Operating Officer @ $19.20 ($288.0K)
Feb 6, 2026
Insider
Lem Scott C bought 5,186 shares
CFO and Treasurer @ $19.29 ($100.0K)
Feb 5, 2026
Insider
HENSON MARY BETH bought 4,000 shares
Director @ $19.14 ($76.6K)
Inst.
STRS OHIO — NEW
10,500,000 shares ($189.2M)
Inst.
HighTower Advisors, LLC — ADD
3,534,933 shares ($63.7M)
Price Targets
$20.77
+7.8% upside
Buy
Current $19.26
Low $19.00
Median $21.00
High $23.00
13 analysts
$19.00
$23.00
Analyst Ratings
6Strong Buy
11Buy
3Hold
0Sell
0Strong Sell
Recent Analyst Actions
| Date | Firm | Action | Rating |
|---|---|---|---|
| Jun 12, 2026 | Wells Fargo | DOWNGRADE | Overweight → Equal-Weight |
| Apr 29, 2026 | RBC Capital | MAINTAIN | Outperform → Outperform |
| Apr 29, 2026 | Truist Securities | MAINTAIN | Buy → Buy |
| Apr 22, 2026 | Citizens | MAINTAIN | Market Outperform → Market Outperform |
| Apr 16, 2026 | Keefe, Bruyette & Woods | MAINTAIN | Outperform → Outperform |
Earnings Estimates
| Period | EPS Est. | Range | Growth | # |
|---|---|---|---|---|
| Current Q | $0.47 | $0.46 — $0.49 | -5% YoY | 14 |
| Next Q | $0.48 | $0.47 — $0.51 | -4% YoY | 14 |
| Current FY | $1.93 | $1.88 — $2.05 | -4% YoY | 14 |
| Next FY | $1.93 | $1.83 — $1.98 | -0% YoY | 14 |
Latest Reports
NEUTRAL
8-K
4/10
Ares Capital Corporation established a $1 billion inaugural commercial paper program on June 4, 2026, allowing the issua
Jun 8, 2026
NEUTRAL
8-K
3/10
Ares Capital Corporation amended and restated its senior secured credit facility on May 21, 2026, increasing total commi
May 26, 2026
Top Institutional Holders
| Fund | Value | Move |
|---|---|---|
| MORGAN STANLEY | $294.7M | — |
| STRS OHIO | $189.2M | NEW |
| BANK OF AMERICA CORP | $164.6M | — |
| TWO SIGMA INVESTMENTS, LP | $131.7M | ADD |
| Legal & General Group | $107.6M | — |
Recent Insider Trades
| Date | Insider | Type | Value |
|---|---|---|---|
| Feb 9, 2026 | MARKOWICZ JANA | BUY | $288.0K |
| Feb 6, 2026 | Lem Scott | BUY | $100.0K |
| Feb 5, 2026 | HENSON MARY | BUY | $76.6K |
| Feb 5, 2026 | SCHNABEL MICHAEL | BUY | $239.1K |
| Feb 5, 2026 | SCHNABEL MICHAEL | BUY | $239.1K |
Reddit Sentiment
75°▼
Bullish
Bearish
Neutral
Bullish
50 institutional holders with $2.0B total value (112,907,008 shares) as of 2026-Q1. Top holders: MORGAN, STRS, BANK. Net buying activity: 15 institutions added/increased vs 12 reduced.
Top Institutional Holders — 2026-Q1
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 16,354,360 | $294.7M | 14.5% | — |
| 2 | STRS OHIO | 10,500,000 | $189.2M | 9.3% | NEW |
| 3 | BANK OF AMERICA CORP /DE/ | 9,135,454 | $164.6M | 8.1% | — |
| 4 | TWO SIGMA INVESTMENTS, LP | 7,306,344 | $131.7M | 6.5% | ADD +31.5% |
| 5 | Legal & General Group Plc | 5,975,008 | $107.6M | 5.3% | — |
| 6 | WELLS FARGO & COMPANY/MN | 4,486,606 | $80.8M | 4.0% | — |
| 7 | AMERIPRISE FINANCIAL INC | 3,775,904 | $68.0M | 3.3% | — |
| 8 | HighTower Advisors, LLC | 3,534,933 | $63.7M | 3.1% | ADD +44.5% |
| 9 | RAYMOND JAMES FINANCIAL INC | 3,448,614 | $62.1M | 3.1% | — |
| 10 | CITADEL ADVISORS LLC | 2,917,662 | $52.6M | 2.6% | — |
| 11 | OMERS ADMINISTRATION Corp | 2,834,469 | $51.1M | 2.5% | — |
| 12 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 2,707,700 | $48.8M | 2.4% | — |
| 13 | ROYAL BANK OF CANADA | 2,669,192 | $48.1M | 2.4% | — |
| 14 | STIFEL FINANCIAL CORP | 2,638,719 | $47.5M | 2.3% | — |
| 15 | BlackRock, Inc. | 2,396,560 | $43.2M | 2.1% | — |
| 16 | Rockefeller Capital Management L.P. | 2,290,796 | $41.3M | 2.0% | — |
| 17 | D. E. Shaw & Co., Inc. | 1,987,725 | $35.8M | 1.8% | NEW |
| 18 | CITIGROUP INC | 1,921,500 | $34.6M | 1.7% | — |
| 19 | NOMURA ASSET MANAGEMENT CO LTD | 1,783,165 | $32.1M | 1.6% | — |
| 20 | FRANKLIN RESOURCES INC | 1,710,333 | $30.8M | 1.5% | — |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| STRS OHIO | NEW | — | 10,500,000 | — | $189.2M | 2026-Q1 |
| HighTower Advisors, LLC | ADD | 2,447,058 | 3,534,933 | +44.5% | $63.7M | 2026-Q1 |
| JUPITER ASSET MANAGEMENT LTD | NEW | — | 1,732,516 | — | $30.4M | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC | ADD | 802,561 | 1,039,084 | +29.5% | $18.7M | 2026-Q1 |
| Russell Investments Group, Ltd. | DOUBLED | 257,537 | 866,155 | +236.3% | $15.6M | 2026-Q1 |
| Invesco Ltd. | ADD | 442,927 | 598,395 | +35.1% | $10.8M | 2026-Q1 |
| BLAIR WILLIAM & CO/IL | ADD | 232,467 | 436,676 | +87.8% | $7.9M | 2026-Q1 |
| Beacon Pointe Advisors, LLC | ADD | 256,932 | 435,062 | +69.3% | $7.8M | 2026-Q1 |
| Merit Financial Group, LLC | ADD | 282,508 | 398,372 | +41.0% | $7.2M | 2026-Q1 |
| CAPTRUST FINANCIAL ADVISORS | ADD | 195,514 | 345,557 | +76.7% | $6.2M | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | TRIM | 336,154 | 160,789 | -52.2% | $2.9M | 2026-Q1 |
| HB Wealth Management, LLC | TRIM | 211,494 | 152,189 | -28.0% | $2.7M | 2026-Q1 |
| CWM, LLC | TRIM | 222,421 | 126,410 | -43.2% | $2.3M | 2026-Q1 |
| FIFTH THIRD BANCORP | DOUBLED | 5,657 | 115,749 | +1946.1% | $2.1M | 2026-Q1 |
| NATIXIS | DOUBLED | 48,420 | 96,920 | +100.2% | $1.7M | 2026-Q1 |
| Bramshill Investments, LLC | TRIM | 104,362 | 76,947 | -26.3% | $1.4M | 2026-Q1 |
| PNC FINANCIAL SERVICES GROUP, INC. | TRIM | 114,164 | 66,960 | -41.3% | $1.2M | 2026-Q1 |
| Brevan Howard Capital Management LP | DOUBLED | 17,904 | 44,820 | +150.3% | $807.7K | 2026-Q1 |
| NISSAY ASSET MANAGEMENT CORP /JAPAN | TRIM | 66,661 | 42,186 | -36.7% | $760.2K | 2026-Q1 |
| Rathbones Group PLC | NEAR_EXIT | 379,324 | 12,571 | -96.7% | $226.5K | 2026-Q1 |
| TD Waterhouse Canada Inc. | ADD | 4,034 | 6,034 | +49.6% | $106.8K | 2026-Q1 |
| DEUTSCHE BANK AG\ | NEAR_EXIT | 15,352 | 1,581 | -89.7% | $28.5K | 2026-Q1 |
| PRICE T ROWE ASSOCIATES INC /MD/ | TRIM | 53,051 | 37,654 | -29.0% | $680.00 | 2026-Q1 |
| Horizon Investments, LLC | ADD | 14 | 20 | +42.9% | $360.00 | 2026-Q1 |
| FMR LLC | NEAR_EXIT | 2,503,635 | 20 | -100.0% | $360.00 | 2026-Q1 |
4 unique insiders with 5 transactions. Net insider value: $942.8K ($942.8K bought, $0.00 sold).
Insider Transactions
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Feb 9, 2026 | MARKOWICZ JANA | Chief Operating Officer | BUY | 15,000 | $19.20 | $288.0K |
| Feb 6, 2026 | Lem Scott C | CFO and Treasurer | BUY | 5,186 | $19.29 | $100.0K |
| Feb 5, 2026 | HENSON MARY BETH | Director | BUY | 4,000 | $19.14 | $76.6K |
| Feb 5, 2026 | SCHNABEL MICHAEL KORT | Chief Executive Officer | BUY | 12,500 | $19.13 | $239.1K |
| Feb 5, 2026 | SCHNABEL MICHAEL KORT | Chief Executive Officer | BUY | 12,500 | $19.13 | $239.1K |
7 SEC filing reports analyzed. Sentiment: 0 bullish, 0 bearish, 1 mixed, 6 neutral. Avg impact: 3.6/10.
NEUTRAL
8-K
4/10
Ares Capital Corporation established a $1 billion inaugural commercial paper program on June 4, 2026
Jun 8, 2026
NEUTRAL
8-K
3/10
Ares Capital Corporation amended and restated its senior secured credit facility on May 21, 2026, in
May 26, 2026
NEUTRAL
DEFA14A
3/10
Ares Capital Corp is seeking stockholder approval at a special meeting on August 13, 2026, to author
May 15, 2026
NEUTRAL
DEFA14A
4/10
ARCC is holding a special meeting on August 13, 2026 to vote on authorizing the issuance of up to 25
May 15, 2026
NEUTRAL
8-K
3/10
Ares Capital Corporation issued $800M of 5.550% senior unsecured notes due 2030, using proceeds to r
May 11, 2026
NEUTRAL
8-K
3/10
ARCC entered into new at-the-market (ATM) equity distribution agreements with Mizuho, SMBC Nikko, an
Apr 28, 2026
MIXED
8-K
5/10
ARCC reported Q1 2026 Core EPS of $0.47, slightly below the $0.50 in Q1 2025 and the $0.48 Street co
Apr 28, 2026
No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.
Current analyst consensus: Strong Buy (85% buy). Based on 20 analysts: 6 strong buy, 11 buy, 3 hold, 0 sell, 0 strong sell.
Analyst Price Targets
$20.77 mean target
+7.8% upside
Buy (1.71)
$19.00 Low
$23.00 High
| Metric | Value |
|---|---|
| Current Price | $19.26 |
| Target Low | $19.00 |
| Target Mean | $20.77 |
| Target Median | $21.00 |
| Target High | $23.00 |
| # Analysts | 13 |
| Recommendation | Buy (1.71) |
Earnings Estimates & Revisions
| Period | EPS Avg | EPS Low | EPS High | EPS Growth | 30d Rev. | Up/Down | Rev. Avg | Rev. Growth | Analysts |
|---|---|---|---|---|---|---|---|---|---|
| Current Q 2026-06-30 |
$0.47 | $0.46 | $0.49 | -5.4% | +0.3% | 1↑ 7↓ | $0.8B | 3.6% | 14 |
| Next Q 2026-09-30 |
$0.48 | $0.47 | $0.51 | -3.8% | +0.3% | 7↑ 5↓ | $0.8B | 0.5% | 14 |
| Current FY 2026-12-31 |
$1.93 | $1.88 | $2.05 | -3.9% | +0.2% | 5↑ 7↓ | $3.1B | 2.0% | 14 |
| Next FY 2027-12-31 |
$1.93 | $1.83 | $1.98 | -0.2% | +0.1% | 7↑ 3↓ | $3.2B | 3.0% | 14 |
Current Quarter EPS Revision History
| Timepoint | EPS Estimate | Change |
|---|---|---|
| Current | $0.473 | |
| 7d ago | $0.472 | +0.001 |
| 30d ago | $0.472 | +0.001 |
| 60d ago | $0.484 | -0.011 |
| 90d ago | $0.484 | -0.011 |
7 analyst firms have rated this stock: 0 upgrades, 1 downgrades, 0 initiations.
Individual Analyst Actions
| Date | Analyst Firm | Action | Previous Rating | New Rating |
|---|---|---|---|---|
| Jun 12, 2026 | Wells Fargo | DOWNGRADE | Overweight | Equal-Weight |
| Apr 29, 2026 | RBC Capital | MAINTAIN | Outperform | Outperform |
| Apr 29, 2026 | Truist Securities | MAINTAIN | Buy | Buy |
| Apr 22, 2026 | Citizens | MAINTAIN | Market Outperform | Market Outperform |
| Apr 16, 2026 | Keefe, Bruyette & Woods | MAINTAIN | Outperform | Outperform |
| Mar 13, 2026 | UBS | MAINTAIN | Neutral | Neutral |
| Mar 13, 2026 | JP Morgan | MAINTAIN | Overweight | Overweight |
| Feb 9, 2026 | RBC Capital | MAINTAIN | Outperform | Outperform |
| Feb 5, 2026 | Wells Fargo | MAINTAIN | Overweight | Overweight |
Monthly Consensus History
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Jun 1, 2026 | 6 | 11 | 3 | 0 | 0 | 85% | |
| May 1, 2026 | 6 | 11 | 3 | 0 | 0 | 85% | |
| Apr 1, 2026 | 6 | 11 | 3 | 0 | 0 | 85% | |
| Mar 1, 2026 | 6 | 11 | 3 | 0 | 0 | 85% | |
| Feb 1, 2026 | 7 | 11 | 3 | 0 | 0 | 86% | |
| Jan 1, 2026 | 7 | 11 | 3 | 0 | 0 | 86% |
Strong BuyBuyHoldSellStrong Sell
No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.
75°
Bullish
Bearish
Neutral
Bullish
8 mentions
6 bullish
0 bearish
6 time periods
Reddit Sentiment History
| Date | Mentions | Sentiment | Bullish | Bearish | Threads |
|---|---|---|---|---|---|
| Jun 8, 2026 | 1 | 60° Warm | 1 | 0 | 1 |
| Jun 8, 2026 | 1 | 60° Warm | 1 | 0 | 1 |
| Apr 29, 2026 | 1 | 50° Neutral | 0 | 0 | 1 |
| Apr 29, 2026 | 1 | 50° Neutral | 0 | 0 | 1 |
| Apr 20, 2026 | 2 | 67° Warm | 2 | 0 | 2 |
| Apr 20, 2026 | 2 | 67° Warm | 2 | 0 | 2 |
Recent Reddit Threads
Liquidity, volatility and yield
▲ 1
💬 0
⚡ 0.5
Thoughts on ARCC and BXSL
▲ 1
💬 0
⚡ 0.5
I need advice for a 2k portfolio
▲ 1
💬 0
⚡ 0.5
I need advice for a 2k portfolio
▲ 1
💬 0
⚡ 0.5
Jun 12, 2026
short_volume
Short Volume: ARCC — 67.9% short (1.9M / 2.9M)
Short: 1,940,511 | Exempt: 16,394 | TRF Vol: 2,857,265 | Short Ratio: 67.9% | Off-exchange volume (dark pool + OTC)
Jun 11, 2026
short_volume
Short Volume: ARCC — 67.0% short (2.0M / 3.0M)
Short: 2,042,166 | Exempt: 1,295 | TRF Vol: 3,047,085 | Short Ratio: 67.0% | Off-exchange volume (dark pool + OTC)
Jun 10, 2026
short_volume
Short Volume: ARCC — 60.7% short (1.3M / 2.2M)
Short: 1,305,977 | Exempt: 2,628 | TRF Vol: 2,150,217 | Short Ratio: 60.7% | Off-exchange volume (dark pool + OTC)
Jun 9, 2026
short_volume
Short Volume: ARCC — 67.9% short (1.9M / 2.8M)
Short: 1,907,330 | Exempt: 16,828 | TRF Vol: 2,810,186 | Short Ratio: 67.9% | Off-exchange volume (dark pool + OTC)
Jun 8, 2026
short_volume
Short Volume: ARCC — 71.5% short (1.7M / 2.4M)
Short: 1,741,441 | Exempt: 1,230 | TRF Vol: 2,436,343 | Short Ratio: 71.5% | Off-exchange volume (dark pool + OTC)
Jun 5, 2026
short_volume
Short Volume: ARCC — 74.2% short (1.7M / 2.3M)
Short: 1,731,128 | Exempt: 2,621 | TRF Vol: 2,331,934 | Short Ratio: 74.2% | Off-exchange volume (dark pool + OTC)
Jun 4, 2026
short_volume
Short Volume: ARCC — 57.8% short (1.5M / 2.7M)
Short: 1,545,338 | Exempt: 2,761 | TRF Vol: 2,674,347 | Short Ratio: 57.8% | Off-exchange volume (dark pool + OTC)
Jun 3, 2026
short_volume
Short Volume: ARCC — 69.8% short (2.6M / 3.7M)
Short: 2,579,901 | Exempt: 2,247 | TRF Vol: 3,694,512 | Short Ratio: 69.8% | Off-exchange volume (dark pool + OTC)
Jun 2, 2026
short_volume
Short Volume: ARCC — 69.7% short (1.6M / 2.3M)
Short: 1,599,930 | Exempt: 4,359 | TRF Vol: 2,294,155 | Short Ratio: 69.7% | Off-exchange volume (dark pool + OTC)
Jun 1, 2026
short_volume
Short Volume: ARCC — 60.5% short (1.7M / 2.8M)
Short: 1,695,837 | Exempt: 9,309 | TRF Vol: 2,801,364 | Short Ratio: 60.5% | Off-exchange volume (dark pool + OTC)
May 29, 2026
short_volume
Short Volume: ARCC — 63.9% short (1.8M / 2.8M)
Short: 1,801,368 | Exempt: 29,240 | TRF Vol: 2,820,818 | Short Ratio: 63.9% | Off-exchange volume (dark pool + OTC)
May 27, 2026
short_volume
Short Volume: ARCC — 57.5% short (1.3M / 2.3M)
Short: 1,307,647 | Exempt: 17,901 | TRF Vol: 2,274,670 | Short Ratio: 57.5% | Off-exchange volume (dark pool + OTC)
May 22, 2026
short_volume
Short Volume: ARCC — 64.3% short (1.8M / 2.8M)
Short: 1,768,792 | Exempt: 3,298 | TRF Vol: 2,751,972 | Short Ratio: 64.3% | Off-exchange volume (dark pool + OTC)
May 21, 2026
short_volume
Short Volume: ARCC — 59.2% short (1.3M / 2.2M)
Short: 1,299,223 | Exempt: 15,220 | TRF Vol: 2,194,307 | Short Ratio: 59.2% | Off-exchange volume (dark pool + OTC)
May 20, 2026
short_volume
Short Volume: ARCC — 59.1% short (2.1M / 3.6M)
Short: 2,133,536 | Exempt: 7,384 | TRF Vol: 3,612,449 | Short Ratio: 59.1% | Off-exchange volume (dark pool + OTC)