Ares Capital Corporation (ARCC)
2 BDCs To Sell Before They Cut Their Dividend
BDCs have been clearly out of favor this year. Yet, there are some clear pockets of opportunity, which have started to showcase a nice momentum - just as I outlined in my recent BDC strategic piece. It does not mean, however, that all deep-discount BDCs will recover.
Ares Capital: No Safety Margin
Ares Capital is seeing pressure on its net investment income, but saw a sequential improvement in its non-accrual percentage in Q3. ARCC's dividend coverage ratio in Q3 was 1.0X, which means the investment firm could potentially under-earn its dividend in the short term. The company's non-accrual ratio improved 0.2 PP Q/Q to 0.8%, based off of fair value.
Ares Capital's Q3: Important Implications For BDCs
Ares Capital (ARCC) just reported Q3 results. I look at what these results mean for ARCC and the broader BDC sector. I also share my updated view on ARCC stock.
Ares Capital Q3 Earnings Meet Estimates, Total Investment Income Rises
ARCC's third-quarter earnings match estimates as higher investment income offset a rise in expenses and a dip in profit.
Is It Worth Investing in Ares Capital (ARCC) Based on Wall Street's Bullish Views?
Investors often turn to recommendations made by Wall Street analysts before making a Buy, Sell, or Hold decision about a stock. While media reports about rating changes by these brokerage-firm employed (or sell-side) analysts often affect a stock's price, do they really matter?
Ares Capital (ARCC) Q3 2025 Earnings Call Transcript
Ares Capital (NASDAQ:ARCC ) Q3 2025 Earnings Call October 28, 2025 12:00 PM EDT Company Participants John Stilmar - Partner & Co-Head of Public Markets Investor Relations Kort Schnabel - CEO, Partner & Co-Head of U.S. Direct Lending Scott Lem - CFO & Treasurer James Miller - President Conference Call Participants Finian O'Shea - Wells Fargo Securities, LLC, Research Division John Hecht - Jefferies LLC, Research Division Arren Cyganovich - Truist Securities, Inc., Research Division Melissa Wedel - JPMorgan Chase & Co, Research Division Casey Alexander - Compass Point Research & Trading, LLC, Research Division Douglas Harter - UBS Investment Bank, Research Division Robert Dodd - Raymond James Ltd., Research Division Paul Johnson - Keefe, Bruyette, & Woods, Inc., Research Division Kenneth Lee - RBC Capital Markets, Research Division Sean-Paul Adams - B.
5 High-Yield Stocks to Anchor Your Portfolio for Half a Decade
There's no better way to generate passive income than dividend stocks. If a stock has a dividend yield higher than the common benchmark, such as the S&P 500, it could be a worthwhile investment.
Ares Capital (ARCC) Reports Q3 Earnings: What Key Metrics Have to Say
Although the revenue and EPS for Ares Capital (ARCC) give a sense of how its business performed in the quarter ended September 2025, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
Can We Beat Ares Capital With Our High-Yield Picks Without Paying Management Fees?
Ares Capital is the sector's benchmark BDC, currently trading near NAV with a strong credit rating and historical returns. By constructing a leveraged portfolio of high-yield MREIT baby bonds, I demonstrate a potential for higher ROE than ARCC's projected 9%. Both BDC loans and MREIT bonds carry high credit risk, but exchange-traded baby bonds offer daily liquidity and better risk management.
Ares Capital Set to Report Q3 Earnings: What's in Store for ARCC?
Ares Capital is set to report Q3 results, with both revenues and earnings projected to fall amid rising costs and muted income growth.
Ares Capital (ARCC) Registers a Bigger Fall Than the Market: Important Facts to Note
Ares Capital (ARCC) concluded the recent trading session at $19.53, signifying a -2.59% move from its prior day's close.
Buy The Dip For This 10% Dividend Yield: Ares Capital
The market's fear-based narrative is causing the BDC sector to sell off. Blue-chip Ares Capital is now trading at a discount to NAV. Ignore the panic and grow your income by buying premium income at a discount price.
