US · Financial Services · Asset Management
EPS came in at 0.46 against a street estimate of 0.48 — a miss of 4.2%.
Analysts rate Ares Capital Corporation a strong buy (12 buy, 1 hold, 0 sell out of 13) with an average price target of $21.00.
CONFIDENT ARCC delivered solid earnings, stable credit, strong liquidity, and announced an accretive MFIC acquisition. Origination activity is recovering, while management remains selective amid macro uncertainty. Q3 FY26 Analysts focused on MFIC’s accretion, funding, portfolio quality, and liquidity. Management emphasized discounts, scale benefits, natural repayments, and disciplined underwriting. 2026-10-27…
Full summary in the app.
| Fund | Stake |
|---|---|
| Morgan Stanley - Brokerage Accounts | 2.36% |
| UBS Group AG | 1.91% |
| Van Eck Associates Corporation | 1.84% |
| STRS OHIO | 1.48% |
| Bank of America Corp | 1.24% |
| JPMorgan Chase & Co | 1.09% |
| Generali Asset Management SPA SGR | 1.05% |
| Legal & General Group PLC | 0.90% |
| Document | Date |
|---|---|
| Quarterly report · Q3 2026 HEADLINE NUMBERS • Ares Capital Corporation reported net investment income of $328 million, or $0.44 per share, for the three months ended September | 2026-10-27 |
| Results announced · Q4 2026 HEADLINE NUMBERS • Q3 2026 GAAP net income was $319 million, or $0.44 per share, down from $404 million, or $0.57 per share, in Q3 2025. • Core EPS | 2026-10-27 |
| Material agreement · Q4 2026 HEADLINE NUMBERS • Ares Capital Corporation (ARCC) agreed to acquire MidCap Financial Investment Corporation (MFIC) through a two-step merger announc | 2026-10-27 |
| Material agreement · Q3 2026 ARES CAPITAL CORPORATION – FORM 8-K SUMMARY HEADLINE NUMBERS • Company issued $750,000,000 in unsecured notes due September 15, 2033 • Notes bear fi | 2026-09-15 |
| Shareholder vote results · Q3 2026 ARES CAPITAL CORPORATION (ARCC) - 8-K SUMMARY HEADLINE NUMBERS • Shareholder vote date: August 13, 2026 • Outstanding shares at record date (May 15, | 2026-08-14 |
| Quarterly report · Q2 2026 ARES CAPITAL CORPORATION – FORM 10-Q SUMMARY For the Quarter Ended June 30, 2026 --- HEADLINE NUMBERS • Net Asset Value (NAV) per share: $19.35 as | 2026-07-29 |
| Results announced · Q3 2026 ARES CAPITAL CORPORATION – Q2 2026 FINANCIAL RESULTS SUMMARY HEADLINE NUMBERS • Q2 2026 Dividend declared: $0.48 per share, payable September 30, 20 | 2026-07-29 |
| Material agreement · Q3 2026 ARES CAPITAL CORPORATION - FORM 8-K SUMMARY HEADLINE NUMBERS • Refinancing completed: $708.7 million term debt securitization (ADL CLO 1) refinanced | 2026-07-22 |
Readable in the app.
| Action | Detail | Date |
|---|---|---|
| Dividend | $0.48 / share ex-date Dec 15, 2026 · pay Dec 29, 2026 | 2026-12-15 |
| Dividend | $0.48 / share ex-date Sep 15, 2026 · pay Sep 30, 2026 | 2026-09-15 |
| Dividend | $0.48 / share ex-date Jun 15, 2026 · pay Jun 30, 2026 | 2026-06-15 |
| Dividend | $0.48 / share ex-date Mar 13, 2026 · pay Mar 31, 2026 | 2026-03-13 |
| Dividend | $0.48 / share ex-date Dec 15, 2025 · pay Dec 30, 2025 | 2025-12-15 |
| Announcement | Date |
|---|---|
| Merger agreement to acquire MidCap Financial Investment Corporation Ares Capital (ARCC) agreed to acquire MidCap Financial Investment (MFIC) through a two-step merger, with MFIC becoming an ARCC-owned subsidiary before being merged into an ARCC subsidiary. B | 2026-10-27 |
| Fourth-quarter dividend of $0.48 per share declared, payable December 29, 2026 Ares Capital Corporation reported its financial results for the quarter ended September 30, 2026, but the 8-K excerpt does not provide revenue, earnings, net investment income, credit-qualit | 2026-10-27 |
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Open in the appGoogle PlayApp StoreData updated 2026-11-07.