Ares Capital (ARCC) Projected to Post Earnings on Tuesday

Ares Capital (NASDAQ:ARCC) is projected to release its Q1 2026 results before the market opens on Tuesday, April 28th. Analysts expect Ares Capital to post earnings of $0.48 per share and revenue of $779.1030 million for the quarter. Interested persons can check the company’s upcoming Q1 2026 earning summary page for the latest details on the call scheduled for Tuesday, April 28, 2026 at 12:00 PM ET.

Ares Capital (NASDAQ:ARCC) last released its earnings results on Wednesday, February 4th. The investment management company reported $0.50 earnings per share for the quarter, hitting the consensus estimate of $0.50. Ares Capital had a return on equity of 9.89% and a net margin of 42.56%.The business had revenue of $793.00 million during the quarter, compared to the consensus estimate of $795.20 million. During the same period last year, the company earned $0.55 earnings per share. The business’s revenue for the quarter was up 4.5% compared to the same quarter last year. On average, analysts expect Ares Capital to post $2 EPS for the current fiscal year and $2 EPS for the next fiscal year.

Ares Capital Stock Up 0.3%

NASDAQ:ARCC opened at $18.67 on Friday. Ares Capital has a twelve month low of $17.40 and a twelve month high of $23.42. The company has a market cap of $13.41 billion, a price-to-earnings ratio of 10.04 and a beta of 0.58. The stock has a fifty day simple moving average of $18.54 and a 200-day simple moving average of $19.62. The company has a current ratio of 1.70, a quick ratio of 1.70 and a debt-to-equity ratio of 1.12.

Ares Capital Dividend Announcement

The company also recently disclosed a quarterly dividend, which was paid on Tuesday, March 31st. Investors of record on Friday, March 13th were issued a $0.48 dividend. This represents a $1.92 annualized dividend and a dividend yield of 10.3%. The ex-dividend date was Friday, March 13th. Ares Capital’s payout ratio is presently 103.23%.

Wall Street Analyst Weigh In

Several analysts recently weighed in on ARCC shares. Wall Street Zen downgraded Ares Capital from a “hold” rating to a “sell” rating in a report on Saturday, February 7th. B. Riley Financial restated a “buy” rating on shares of Ares Capital in a report on Monday, February 9th. Keefe, Bruyette & Woods decreased their price objective on Ares Capital from $22.00 to $21.00 and set an “outperform” rating for the company in a report on Thursday, April 16th. Wells Fargo & Company decreased their price objective on Ares Capital from $21.00 to $20.00 and set an “overweight” rating for the company in a report on Thursday, February 5th. Finally, Royal Bank Of Canada decreased their price objective on Ares Capital from $23.00 to $22.00 and set an “outperform” rating for the company in a report on Monday, February 9th. Seven analysts have rated the stock with a Buy rating and two have given a Hold rating to the stock. According to MarketBeat.com, the company currently has an average rating of “Moderate Buy” and a consensus target price of $21.13.

Ares Capital News Summary

Here are the key news stories impacting Ares Capital this week:

• Positive Sentiment: Value/yield angle — Several commentators argue the recent pullback creates an opportunity to capture a 10%+ yield, framing ARCC as a high-income play for yield-seeking investors. Ares Capital’s Drop Offers The Opportunity To Capture A 10%+ Yield
• Positive Sentiment: Bullish analyst/blog coverage — Recent write-ups highlight ARCC’s low forward P/E and dividend-focused total-return case, reinforcing demand from income-oriented investors. Is Ares Capital Corporation (ARCC) A Good Stock To Buy Now?
• Neutral Sentiment: Quarterly outlook coverage — Articles summarizing Wall Street’s Q1 estimates flag key metrics to watch (yield, net investment income, portfolio credit performance), providing context but not a clear directional catalyst. Unveiling Ares Capital (ARCC) Q1 Outlook
• Neutral Sentiment: Short-interest data appears to show no meaningful short position (report shows 0 shares / 0.0 days), likely a data anomaly — not currently a clear market pressure point.
• Negative Sentiment: Sector outflows — Coverage on private-credit funds notes recent outflows and investor caution; broad weakness in private credit could weigh on ARCC’s fundraising, portfolio valuations and investor sentiment. It’s Crunchtime for Private Credit
• Negative Sentiment: Bearish forecasts and recent price action — A pessimistic price outlook from Citizens Jmp and articles noting ARCC’s sharper-than-market drop earlier in the week underscore downside risk and continued investor caution. Citizens Jmp Issues Pessimistic Forecast Ares Capital (ARCC) Falls More Steeply Than Broader Market

Insider Activity

In other news, CFO Scott C. Lem bought 5,186 shares of Ares Capital stock in a transaction on Friday, February 6th. The stock was acquired at an average cost of $19.29 per share, for a total transaction of $100,037.94. Following the completion of the acquisition, the chief financial officer owned 39,463 shares of the company’s stock, valued at $761,241.27. This trade represents a 15.13% increase in their position. The purchase was disclosed in a filing with the SEC, which can be accessed through the SEC website. Also, CEO Michael Kort Schnabel bought 12,500 shares of Ares Capital stock in a transaction on Thursday, February 5th. The stock was purchased at an average price of $19.13 per share, with a total value of $239,125.00. Following the completion of the acquisition, the chief executive officer directly owned 40,500 shares of the company’s stock, valued at $774,765. This represents a 44.64% increase in their position. The disclosure for this purchase is available in the SEC filing. 0.49% of the stock is owned by insiders.

Hedge Funds Weigh In On Ares Capital

A number of large investors have recently added to or reduced their stakes in ARCC. SWAN Capital LLC bought a new position in Ares Capital in the third quarter worth about $27,000. Quarry LP bought a new position in Ares Capital in the third quarter worth about $33,000. WFA of San Diego LLC bought a new position in Ares Capital in the second quarter worth about $36,000. Garton & Associates Financial Advisors LLC bought a new position in Ares Capital in the fourth quarter worth about $44,000. Finally, Advocate Investing Services LLC bought a new position in Ares Capital in the fourth quarter worth about $62,000. 27.38% of the stock is currently owned by institutional investors.

Ares Capital Company Profile

Ares Capital Corporation (NASDAQ: ARCC) is a publicly traded business development company (BDC) that specializes in providing debt and equity financing solutions to U.S. middle-market companies. As a BDC, Ares Capital offers investors access to a diversified portfolio of tailored credit investments, including senior secured loans, unitranche financing, mezzanine debt and equity co-investments. The firm’s flexible capital structures are designed to support companies seeking growth capital, refinancing or strategic acquisitions.

Through its credit platform, Ares Capital focuses on originations, underwriting and portfolio management across a range of industries, with a particular emphasis on sectors such as healthcare, technology, industrials and business services.