Is Ares Capital Corp a Buy After Its Latest Earnings Report?

Ares Capital's third-quarter core earnings declined and fell slightly short of its dividend. The company continues to maintain a relatively healthy loan portfolio, although non-accrual investments have increased.

The Motley Fool • 11 hours ago

The IRS Takes Up to 37% of These 5 High-Yield Dividends (Unless You Move Them)

Most of what a REIT or business development company pays you is taxed as ordinary income. In the top 37% federal bracket, that means the IRS takes more than a third of each payout.

24/7 Wall Street • 13 hours ago

Ares Capital: Its MidCap Price Says OTF, OBDC, And MSDL Are Too Cheap

ARCC acquires MFIC at a 30% premium, valuing MFIC's loan book at 0.75–0.85x NAV, setting a reference price for BDC assets. ARCC remains the sector's safest BDC, trading at 0.96x NAV with a 10.4% yield; I see fair value near book value. I expect more upside in OTF, MSDL, and OBDC, which trade at steeper discounts to NAV than the MFIC deal implies.

Seeking Alpha • 19 hours ago

Ares Capital Q3 Earnings: 3 Key Takeaways for Long-Term Investors

Ares Capital agreed to acquire MidCap Financial Investment Corporation. Year-to-date volume of transactions under review rose 25% year over year.

The Motley Fool • Oct 28, 2026

Ares Capital: Double-Digit Yield, A Huge Acquisition, And A Major Warning

Ares Capital Corporation has pulled back since my previous analysis. Meanwhile, its Q3 earnings and NAV per share continued to decline, raising questions about dividend sustainability. ARCC also just announced a very large acquisition.

Seeking Alpha • Oct 28, 2026

Ares Capital: Not So Spooky Trading With A 10% Yield

Ares Capital trades slightly below NAV. ARCC currently offers an immediate 10% yield, presenting an attractive income opportunity for investors. The BDC reported slightly weak Q3 results, but the company already has a strong start to Q4 investment commitments while having strong liquidity to support portfolio growth.

Seeking Alpha • Oct 28, 2026

ARCC Misses on Q3 Earnings as Income Falls, Announces MidCap Buyout

Ares Capital misses Q3 earnings estimates as investment income falls and portfolio commitments slow, while its $2.6B MidCap buyout promises earnings accretion.

Zacks Investment Research • Oct 28, 2026

Ares Capital Q3 Earnings Call Highlights MidCap Deal and Lending Outlook

ARCC eyes earnings growth through its $2.5B MidCap acquisition, improved lending conditions and a strong pipeline despite missing Q3 earnings and revenue estimates.

Zacks Investment Research • Oct 28, 2026

Ares Capital Bulls, It's Time To Rethink Your Position

Ares Capital trades near NAV while peers sit about 36% below, but the Q3 numbers suggest that trust may be misplaced. ARCC's NII is sliding, and PIK income is climbing, so the dividend is now on shakier ground than most bulls realize. More importantly, nearly a third of the loan book has been quietly reworked, and one vintage in particular looks like a ticking time bomb.

Seeking Alpha • Oct 28, 2026

What Ares Capital (ARCC) Said on Its Q3 Earnings Call

Ares Capital NASDAQ: ARCC reported third-quarter Core Earnings of $0.46 per share and GAAP net income of $0.44 per share, while announcing an agreement to acquire MidCap Financial Investment Corporation, or MFIC, in a transaction management said is expected to be modestly accretive to Core Earnings per share.

MarketBeat • Oct 27, 2026