Ares Capital Corporation (ARCC)
A Decade Of Dividends: Why Ares Capital Is Still Our +9% Yielding Anchor In 2026
Since our initial Ares Capital buy in 2016, the dividend has grown 26%, and we have collected $15.94 per share—more than the original purchase price. Credit Quality: Non-accruals sit at just 1.2% of fair value, outperforming smaller BDC peers that face higher default risks in the current economy. The Reinvestment Edge: While the stock price has swung wildly from $9 to $23, the dividends have provided consistent cash to buy other bargains.
Red-Hot Jobs Report Will Delay Fed Rate Cuts—Lock In These 5 Ultra-High-Yield Dividend Giants
The red-hot January non-farm payrolls report blew away Wall Street, and almost at once, the prediction for 2.5 rate cuts this year was slashed to 2.
Two 20%+ Yields That Have Entered Deep Bargain Territory
Recent AI and mega-cap growth volatility has impacted income-focused asset classes, underscoring the need for high-quality value and reliable current income streams. I structure my portfolio for an 8–9% yield by combining core dividend aristocrats, strategic yield enhancers, and a minor allocation to tactical high-yield trades. In this article I elaborate on two tactical trade picks, where I see dislocated, abnormally high-yielding (20%+) opportunities.
Why More BDCs Are Likely To Cut Their Dividends
Business Development Companies (BDCs) face headwinds from declining interest rates, which pressure yields and dividend coverage across the sector. Lower rates reduce BDC income as loan yields fall, increasing the risk of dividend cuts—recently seen with GBDC and CION. I favor avoiding most BDCs in 2026, except for high-quality names like CSWC and ARCC, which offer relative resilience due to premium valuations and scale.
Ares Capital Corporation (ARCC) is Attracting Investor Attention: Here is What You Should Know
Recently, Zacks.com users have been paying close attention to Ares Capital (ARCC). This makes it worthwhile to examine what the stock has in store.
Ares Capital: A Robust 10% Yield For Trying Times
Ares Capital delivered strong Q4 results, with net investment income fully covering its dividend and portfolio value growing 10% year-over-year. ARCC's portfolio structure and quality remained fairly stable, with first lien investments rising to 61% (+4 PP Y/Y) and non-accruals remaining low at 1.2% of fair value. Shares trade near net asset value, justifying a hold rating; a 10% or greater discount to NAV could prompt a buy upgrade.
ARCC's Q4 Earnings Meet, Stock Up on Higher Total Investment Income
Ares Capital's Q4 core earnings match estimates as total investment income rises, offset by higher expenses. Shares climb 2.3% after the report.
Ares Capital (ARCC) Q4 2025 Earnings Call Transcript
Ares Capital (ARCC) Q4 2025 Earnings Call Transcript
Ares Capital (ARCC) Reports Q4 Earnings: What Key Metrics Have to Say
The headline numbers for Ares Capital (ARCC) give insight into how the company performed in the quarter ended December 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
Ares Capital (ARCC) Matches Q4 Earnings Estimates
Ares Capital (ARCC) came out with quarterly earnings of $0.5 per share, in line with the Zacks Consensus Estimate . This compares to earnings of $0.55 per share a year ago.
Is Ares Capital Stock Worth Owning Ahead of Q4 Earnings?
ARCC is set to post Q4 results, with a modest revenue growth forecast, flat EPS estimates and expense pressures as rate cuts weigh on sentiment.
The 'Great Rotation' Of 2026 Will Benefit BDCs
Rotation into small caps in 2026 is expected to benefit high-quality BDCs like Ares Capital (ARCC) and Main Street Capital (MAIN). BDCs offer senior secured exposure, attractive dividend yields, and stand to gain from increased deal volume and M&A as rates decline. ARCC trades near NAV with strong portfolio diversity, resilient dividend coverage, and spillover income supporting future payouts.
