Ares Capital Corporation (ARCC)
This Is Not Your Father's Retirement: The 4% Rule Is Breaking
This Is Not Your Father's Retirement: The 4% Rule Is Breaking
Ares Capital: This 10% Yielder Now May Be Worth Dipping Your Toe In (Rating Upgrade)
Ares Capital is upgraded to buy, supported by record investment activity, improved dividend coverage, and a modest discount to NAV. Q4 net investment income rose to $370 million, boosting dividend coverage from 100% to 108% and reinforcing confidence in dividend sustainability. ARCC's size, scale, and robust liquidity position offset headwinds from potential rate cuts and sector risks, supporting a near 10% yield.
I Can't Imagine A Retirement Portfolio Without These 2 Stocks
Ares Capital Corp. offers a compelling 10% yield, backed by top-tier management, strong risk controls, and a robust track record. ARCC's diversified portfolio, scale advantages, and disciplined software exposure support its risk/reward profile, even amid cyclical headwinds. Antero Midstream delivers high ROIC, conservative payout, and strong free cash flow growth, prioritizing buybacks over dividend hikes.
Top Wall Street analysts recommend these dividend stocks for consistent income
Three dividend-paying stocks that are highlighted by Wall Street's top pros, as tracked by TipRanks, which ranks analysts based on their past performance.
8 High Yields Of Quality And Value To Buy
Rose's Income Garden portfolio features 75 dividend payers, 47+ with investment-grade S&P ratings and a 6.09% forward yield. Eight quality, high-yield stocks (4.7%-10%) are highlighted, with detailed valuation, yield, and buy/hold/trim recommendations. Several names, including ARCC, VICI, and KMB, are near fair or undervalued levels, while MO, BTI, and WPC are seen as ones to watch and hold.
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.
