AR
ARCC
ARES CAPITAL CORP
$18.67
-0.19%
$13.4B
No data for this timeframe.
Vol
Market Cap$13.4B
Cap SizeLarge Cap
Analyst ConsensusStrong Buy (85%)
Inst. Holders5 funds
Inst. Value$714.0M
Inst. Activity2 buys / 0 sells
Insider Activity5B / 0S
Insider Net $$942.8K
Reddit Sentiment70° Bullish
SEC Reports5
Recent Activity
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
May 15, 2026
SEC
ARCC is holding a special meeting on August 13, 2026 to vote on authorizing the issuance of up to 25% of outstanding com
DEFA14A — Impact 4/10
May 11, 2026
SEC
Ares Capital Corporation issued $800M of 5.550% senior unsecured notes due 2030, using proceeds to repay credit facility
8-K — 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.
TWO SIGMA INVESTMENTS, LP — ADD
2,967,739 shares ($60.0M)
Inst.
FMR LLC — ADD
2,503,635 shares ($50.6M)
Price Targets
$20.85
+11.7% upside
Buy
Current $18.67
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 |
|---|---|---|---|
| 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 |
Earnings Estimates
| Period | EPS Est. | Range | Growth | # |
|---|---|---|---|---|
| Current Q | $0.47 ▼ -2.4% | $0.46 — $0.49 | -6% YoY | 13 |
| Next Q | $0.48 | $0.47 — $0.51 | -4% YoY | 13 |
| Current FY | $1.93 | $1.87 — $2.05 | -4% YoY | 14 |
| Next FY | $1.93 | $1.82 — $1.98 | -0% YoY | 14 |
Latest Reports
NEUTRAL
DEFA14A
3/10
Ares Capital Corp is seeking stockholder approval at a special meeting on August 13, 2026, to authorize the issuance of
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% of outstanding com
May 15, 2026
Top Institutional Holders
| Fund | Value | Move |
|---|---|---|
| MORGAN STANLEY | $355.2M | — |
| BANK OF AMERICA CORP | $159.3M | — |
| WELLS FARGO & COMPANY/MN | $88.8M | — |
| TWO SIGMA INVESTMENTS, LP | $60.0M | ADD |
| FMR LLC | $50.6M | ADD |
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
70°
Bullish
Bearish
Neutral
Bullish
5 institutional holders with $714.0M total value (35,293,816 shares) as of 2025-Q4. Top holders: MORGAN, BANK, WELLS. Net buying activity: 2 institutions added/increased vs 0 reduced.
Top Institutional Holders — 2025-Q4
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 17,558,581 | $355.2M | 49.7% | — |
| 2 | BANK OF AMERICA CORP /DE/ | 7,876,224 | $159.3M | 22.3% | — |
| 3 | WELLS FARGO & COMPANY/MN | 4,387,637 | $88.8M | 12.4% | — |
| 4 | TWO SIGMA INVESTMENTS, LP | 2,967,739 | $60.0M | 8.4% | ADD +31.5% |
| 5 | FMR LLC | 2,503,635 | $50.6M | 7.1% | ADD +27.0% |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| TWO SIGMA INVESTMENTS, LP | ADD | 2,256,782 | 2,967,739 | +31.5% | $60.0M | 2025-Q4 |
| FMR LLC | ADD | 1,971,913 | 2,503,635 | +27.0% | $50.6M | 2025-Q4 |
| FMR LLC | TRIM | 2,788,885 | 1,971,913 | -29.3% | $40.2M | 2025-Q3 |
| UBS Group AG | ADD | 5,022,341 | 7,063,189 | +40.6% | $155.1M | 2025-Q2 |
| UBS Group AG | ADD | 3,797,352 | 5,022,341 | +32.3% | $111.3M | 2025-Q1 |
| UBS Group AG | ADD | 2,216,590 | 3,797,352 | +71.3% | $83.1M | 2024-Q4 |
| CITADEL ADVISORS LLC | ADD | 1,158,184 | 1,787,440 | +54.3% | $39.1M | 2024-Q4 |
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 |
5 SEC filing reports analyzed. Sentiment: 0 bullish, 0 bearish, 1 mixed, 4 neutral. Avg impact: 3.6/10.
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
$20.85 mean target
+11.7% upside
Buy (1.57)
$19.00 Low
$23.00 High
| Metric | Value |
|---|---|
| Current Price | $18.67 |
| Target Low | $19.00 |
| Target Mean | $20.85 |
| Target Median | $21.00 |
| Target High | $23.00 |
| # Analysts | 13 |
| Recommendation | Buy (1.57) |
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 | -5.5% | -2.4% | 1↑ 8↓ | $0.8B | 3.6% | 13 |
| Next Q 2026-09-30 |
$0.48 | $0.47 | $0.51 | -3.8% | -0.4% | 7↑ 6↓ | $0.8B | 0.7% | 13 |
| Current FY 2026-12-31 |
$1.93 | $1.87 | $2.05 | -4.0% | -0.4% | 5↑ 6↓ | $3.1B | 2.1% | 14 |
| Next FY 2027-12-31 |
$1.93 | $1.82 | $1.98 | -0.2% | -0.1% | 7↑ 3↓ | $3.2B | 3.2% | 14 |
Current Quarter EPS Revision History
| Timepoint | EPS Estimate | Change |
|---|---|---|
| Current | $0.472 | |
| 7d ago | $0.472 | +0.001 |
| 30d ago | $0.484 | -0.012 |
| 60d ago | $0.484 | -0.012 |
| 90d ago | $0.484 | -0.012 |
7 analyst firms have rated this stock: 0 upgrades, 0 downgrades, 0 initiations.
Individual Analyst Actions
| Date | Analyst Firm | Action | Previous Rating | New Rating |
|---|---|---|---|---|
| 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 |
|---|---|---|---|---|---|---|---|
| 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.
70°
Bullish
Bearish
Neutral
Bullish
6 mentions
4 bullish
0 bearish
4 time periods
Reddit Sentiment History
| Date | Mentions | Sentiment | Bullish | Bearish | Threads |
|---|---|---|---|---|---|
| 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
Thoughts on ARCC and BXSL
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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)
May 19, 2026
short_volume
Short Volume: ARCC — 67.0% short (1.9M / 2.8M)
Short: 1,893,799 | Exempt: 11,582 | TRF Vol: 2,827,739 | Short Ratio: 67.0% | Off-exchange volume (dark pool + OTC)
May 18, 2026
short_volume
Short Volume: ARCC — 64.5% short (2.2M / 3.4M)
Short: 2,175,793 | Exempt: 4,703 | TRF Vol: 3,373,488 | Short Ratio: 64.5% | Off-exchange volume (dark pool + OTC)
May 15, 2026
short_volume
Short Volume: ARCC — 59.0% short (1.6M / 2.7M)
Short: 1,606,846 | Exempt: 7,374 | TRF Vol: 2,721,453 | Short Ratio: 59.0% | Off-exchange volume (dark pool + OTC)
May 14, 2026
short_volume
Short Volume: ARCC — 65.2% short (2.1M / 3.3M)
Short: 2,130,107 | Exempt: 3,960 | TRF Vol: 3,264,690 | Short Ratio: 65.2% | Off-exchange volume (dark pool + OTC)
May 13, 2026
short_volume
Short Volume: ARCC — 66.3% short (2.0M / 3.0M)
Short: 1,997,526 | Exempt: 2,449 | TRF Vol: 3,014,733 | Short Ratio: 66.3% | Off-exchange volume (dark pool + OTC)
May 12, 2026
short_volume
Short Volume: ARCC — 64.7% short (1.9M / 2.9M)
Short: 1,907,032 | Exempt: 4,280 | TRF Vol: 2,947,684 | Short Ratio: 64.7% | Off-exchange volume (dark pool + OTC)
May 11, 2026
short_volume
Short Volume: ARCC — 56.9% short (2.1M / 3.7M)
Short: 2,133,326 | Exempt: 25,501 | TRF Vol: 3,746,131 | Short Ratio: 56.9% | Off-exchange volume (dark pool + OTC)
May 8, 2026
short_volume
Short Volume: ARCC — 61.1% short (1.6M / 2.6M)
Short: 1,564,465 | Exempt: 17,392 | TRF Vol: 2,558,943 | Short Ratio: 61.1% | Off-exchange volume (dark pool + OTC)
May 7, 2026
short_volume
Short Volume: ARCC — 63.7% short (2.3M / 3.6M)
Short: 2,270,830 | Exempt: 19,993 | TRF Vol: 3,563,017 | Short Ratio: 63.7% | Off-exchange volume (dark pool + OTC)
May 6, 2026
short_volume
Short Volume: ARCC — 65.0% short (2.2M / 3.5M)
Short: 2,246,892 | Exempt: 5,912 | TRF Vol: 3,455,639 | Short Ratio: 65.0% | Off-exchange volume (dark pool + OTC)
May 5, 2026
short_volume
Short Volume: ARCC — 64.9% short (1.5M / 2.3M)
Short: 1,479,785 | Exempt: 2,654 | TRF Vol: 2,280,209 | Short Ratio: 64.9% | Off-exchange volume (dark pool + OTC)
May 4, 2026
short_volume
Short Volume: ARCC — 58.9% short (1.5M / 2.5M)
Short: 1,495,335 | Exempt: 97 | TRF Vol: 2,538,028 | Short Ratio: 58.9% | Off-exchange volume (dark pool + OTC)
May 1, 2026
short_volume
Short Volume: ARCC — 60.0% short (1.6M / 2.7M)
Short: 1,635,807 | Exempt: 14,637 | TRF Vol: 2,728,444 | Short Ratio: 60.0% | Off-exchange volume (dark pool + OTC)
Apr 29, 2026
short_volume
Short Volume: ARCC — 71.1% short (3.1M / 4.4M)
Short: 3,128,787 | Exempt: 2,783 | TRF Vol: 4,403,109 | Short Ratio: 71.1% | Off-exchange volume (dark pool + OTC)