MRCC

MONROE CAPITAL Corp

Nasdaq · CIK 0001512931
High Impact Filing (7/10)
Vol
Inst. Holders21 funds
Inst. Value$7.6M
Inst. Activity2 buys / 1 sells
SEC Reports4
Press Releases5
Exchange Nasdaq·CIK 0001512931

Analyst Ratings

Historical distribution0% buy · 7 analysts · last covering-analyst action Mar 2025
0Strong Buy
0Buy
4Hold
1Sell
2Strong Sell
Historical Analyst Actions
DateFirmActionRating
Mar 4, 2025 Oppenheimer MAINTAIN Perform → Perform
Mar 13, 2024 Ladenburg Thalmann MAINTAIN Buy → Buy
Aug 11, 2023 B. Riley Securities MAINTAIN Neutral → Neutral
Aug 8, 2022 Oppenheimer DOWNGRADE Outperform → Perform
Nov 4, 2021 B. Riley Securities UPGRADE Neutral → Buy

Top Institutional Holders

FundValueMove
MORGAN STANLEY$4.7MDOUBLED
COMMONWEALTH EQUITY SERVICES, LLC$410.8K
BlackRock, Inc.$405.5KTRIM
Waverly Advisors, LLC$383.9KDOUBLED
SUSQUEHANNA INTERNATIONAL GROUP, LLP$352.2K

Recent Insider Trades

DateInsiderTypeValue
Apr 14, 2026ALLISON THOMASD$0.00
Apr 14, 2026Solimene LewisD$0.00
Apr 14, 2026KOENIG THEODORED$0.00
Apr 14, 2026Golman JeffreyD$0.00
Apr 14, 2026RUBIN ROBERTD$0.00
21 institutional holders with $7.6M total value (1,647,916 shares) as of 2026-Q1. Top holders: MORGAN, COMMONWEALTH, BlackRock,. Net buying activity: 2 institutions added/increased vs 1 reduced.

Top Institutional Holders — 2026-Q1

#FundSharesValue% of TrackedLast Move
1MORGAN STANLEY1,022,578$4.7M61.8%DOUBLED +1614.3%
2COMMONWEALTH EQUITY SERVICES, LLC89,314$410.8K5.4%
3BlackRock, Inc.88,153$405.5K5.3%TRIM -45.7%
4Waverly Advisors, LLC83,465$383.9K5.0%DOUBLED +197.4%
5SUSQUEHANNA INTERNATIONAL GROUP, LLP76,573$352.2K4.6%
6RAYMOND JAMES FINANCIAL INC43,199$198.7K2.6%TRIM -26.0%
7Cerity Partners LLC35,629$163.9K2.2%
8Baird Financial Group, Inc.33,969$156.3K2.1%TRIM -66.9%
9D.A. DAVIDSON & CO.31,585$145.3K1.9%
10Equitable Holdings, Inc.17,717$112.9K1.5%ADD +42.1%
11Rockefeller Capital Management L.P.24,475$112.6K1.5%
12ROYAL BANK OF CANADA22,744$105.0K1.4%
13CAPTRUST FINANCIAL ADVISORS20,468$94.2K1.2%
14TWO SIGMA INVESTMENTS, LP17,892$82.3K1.1%TRIM -34.6%
15Cresset Asset Management, LLC15,167$69.8K0.9%
16O'SHAUGHNESSY ASSET MANAGEMENT, LLC12,322$56.7K0.7%TRIM -66.1%
17BANK OF AMERICA CORP /DE/10,988$50.5K0.7%
18NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO1,533$7.1K0.1%
19TD Waterhouse Canada Inc.134$608.000.0%NEAR_EXIT -97.6%
20Allworth Financial LP8$37.000.0%

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
MORGAN STANLEYDOUBLED59,6491,022,578+1614.3%$4.7M2026-Q1
BlackRock, Inc.TRIM162,41888,153-45.7%$405.5K2026-Q1
Waverly Advisors, LLCDOUBLED28,06583,465+197.4%$383.9K2026-Q1
TD Waterhouse Canada Inc.NEAR_EXIT5,521132-97.6%$836.002025-Q4
WELLS FARGO & COMPANY/MNTRIM31-66.7%$4.002025-Q4
TWO SIGMA INVESTMENTS, LPTRIM70,36846,033-34.6%$323.2K2025-Q3
O'SHAUGHNESSY ASSET MANAGEMENT, LLCTRIM31,97810,831-66.1%$76.0K2025-Q3
GROUP ONE TRADING LLCADD9001,300+44.4%$9.1K2025-Q3
WELLS FARGO & COMPANY/MNNEAR_EXIT363-91.7%$24.002025-Q3
TWO SIGMA INVESTMENTS, LPTRIM104,52070,368-32.7%$447.5K2025-Q2
Trexquant Investment LPADD23,88544,315+85.5%$281.8K2025-Q2
O'SHAUGHNESSY ASSET MANAGEMENT, LLCTRIM68,87131,978-53.6%$203.4K2025-Q2
Equitable Holdings, Inc.ADD18,37326,107+42.1%$166.0K2025-Q2
Connor, Clark & Lunn Investment Management Ltd.TRIM72,02921,119-70.7%$134.3K2025-Q2
MARSHALL WACE, LLPTRIM23,22716,490-29.0%$104.9K2025-Q2
Connor, Clark & Lunn Investment Management Ltd.TRIM112,35672,029-35.9%$561.8K2025-Q1
UBS Group AGADD54,45771,900+32.0%$560.8K2025-Q1
RAYMOND JAMES FINANCIAL INCTRIM83,79662,035-26.0%$483.9K2025-Q1
MARSHALL WACE, LLPTRIM51,71123,227-55.1%$181.2K2025-Q1
BlackRock, Inc.ADD77,519101,948+31.5%$866.6K2024-Q4
WELLS FARGO & COMPANY/MNNEAR_EXIT1,57333-97.9%$281.002024-Q4
Baird Financial Group, Inc.TRIM99,04332,759-66.9%$264.7K2024-Q3
PNC FINANCIAL SERVICES GROUP, INC.NEAR_EXIT22,6845,000-78.0%$40.4K2024-Q3
5 unique insiders with 5 transactions. Net insider value: $0.00 ($0.00 bought, $0.00 sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
Apr 14, 2026ALLISON THOMAS J.DirectorD53,102.058
Apr 14, 2026Solimene LewisCFO and CIOD980.591
Apr 14, 2026KOENIG THEODORE LChairman, President and CEOD87,853.52
Apr 14, 2026Golman Jeffrey ADirectorD20,355.854
Apr 14, 2026RUBIN ROBERT SDirectorD6,000
Historical analyst distribution (last covering-analyst action Mar 2025): 0% buy across 7 analysts — 0 strong buy, 0 buy, 4 hold, 1 sell, 2 strong sell. No current recommendation available.

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Current Q
$0.00 $0.00 $0.00 $0.0B
Next Q
2026-06-30
$0.00 $0.00 $0.00 $0.0B
Current FY
2026-12-31
$0.00 $0.00 $0.00 $0.0B
Next FY
$0.00 $0.00 $0.00 $0.0B
10 analyst firms have rated this stock: 3 upgrades, 5 downgrades, 9 initiations.

Historical Analyst Actions

DateAnalyst FirmActionPrevious RatingNew Rating
Mar 4, 2025 Oppenheimer MAINTAIN Perform Perform
Mar 13, 2024 Ladenburg Thalmann MAINTAIN Buy Buy
Aug 11, 2023 B. Riley Securities MAINTAIN Neutral Neutral
Aug 8, 2022 Oppenheimer DOWNGRADE Outperform Perform
Nov 4, 2021 B. Riley Securities UPGRADE Neutral Buy
Apr 13, 2020 Oppenheimer MAINTAIN Outperform
Mar 24, 2020 B. Riley Securities MAINTAIN Neutral
Jan 13, 2020 B. Riley Securities MAINTAIN Neutral
Nov 7, 2018 JMP Securities DOWNGRADE Market Outperform Market Perform
Mar 28, 2018 B. Riley Securities INITIATE Neutral
Nov 13, 2017 JMP Securities MAINTAIN Market Outperform
Aug 10, 2017 Ladenburg Thalmann UPGRADE Neutral Buy
Jan 9, 2017 Baird DOWNGRADE Outperform Neutral
Aug 16, 2016 Raymond James INITIATE Outperform
Aug 10, 2016 Ladenburg Thalmann DOWNGRADE Buy Neutral
May 12, 2016 JMP Securities MAINTAIN Market Outperform
Jul 16, 2015 Stephens & Co. INITIATE Overweight
May 28, 2015 Wunderlich Securities INITIATE Buy
May 13, 2015 Oppenheimer INITIATE Outperform
Apr 8, 2015 JMP Securities INITIATE Market Perform
Nov 11, 2014 Baird UPGRADE Neutral Outperform
Jun 4, 2014 Baird DOWNGRADE Outperform Neutral
Jan 30, 2014 National Securities Corporation INITIATE Neutral
Jan 21, 2014 MLV & Co. INITIATE Buy
Nov 19, 2012 Baird INITIATE Outperform

Monthly Consensus History

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
Jun 1, 2026004120%
May 1, 2026004120%
Apr 1, 2026004120%
Mar 1, 2026004120%
Feb 1, 2026004120%
Jan 1, 2026004120%
Strong BuyBuyHoldSellStrong Sell

No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.

No Reddit sentiment data available yet. Sentiment is analyzed from Reddit investment communities on a rolling basis.

May 5, 2026
earnings_calendar
MRCC Q1 2026 Earnings Scheduled — 2026-05-05
Apr 13, 2026
m_and_a
Monroe Capital Corporation Announces Final Distribution Amount and Anticipated Payment Date
<p align="justify">CHICAGO, April 13, 2026 (GLOBE NEWSWIRE) -- Monroe Capital Corporation (NASDAQ: MRCC) (the “Company” or “MRCC”) today announced t
Apr 1, 2026
dividend
Monroe Capital Corporation Declares Final Distribution
<p align="center"><em>Announces Final Distribution Record Date</em><br><em>MRCC Stockholders Must Continue to Hold MRCC Shares Through Closing Date to
Mar 16, 2026
m_and_a
Horizon Technology Finance Corporation and Monroe Capital Corporation Announce Shareholder Approvals of Merger
Monroe Capital Corporation Announces Shareholder Approval of Related Asset Sale <pre>Monroe Capital Corporation Announces Shareholder Approval of Rela
Mar 10, 2026
m_and_a
Monroe Capital Corporation Announces $13.0 Million Increase in Special Pre-Merger Closing Distribution for Monroe Capital Corporation Stockholders Resulting in a $15.9 Million ($0.75 per share) Total Pre-Merger Closing Distribution
Horizon Technology Finance Corporation Announces Intent to Supplement Regular Monthly Distributions for Combined Company Stockholders for Two Quarters
Mar 5, 2026
earnings
Monroe Capital Corporation BDC Announces Fourth Quarter and Full Year 2025 Results
<p align="justify">CHICAGO, March 05, 2026 (GLOBE NEWSWIRE) -- Monroe Capital Corporation (NASDAQ: MRCC) today announced its financial results for t
Mar 4, 2026
earnings_calendar
MRCC Q4 2025 Earnings After Market Close — 2026-03-04
Mar 2, 2026
earnings_calendar
MRCC Q4 2025 Earnings After Market Close — 2026-03-02