ARES CAPITAL ($ARCC) posted quarterly earnings results for Q4 2025 on Wednesday, February 4th. The company reported earnings of $0.50 per share, missing estimates of $0.51 by $0.01. The company also reported revenue of $793,000,000, missing estimates of $810,576,537 by $-17,576,537.
You can see Quiver Quantitative's $ARCC stock page to track data on insider trading, hedge fund activity, congressional trading, and more.
ARES CAPITAL Insider Trading Activity
ARES CAPITAL insiders have traded $ARCC stock on the open market 1 times in the past 6 months. Of those trades, 1 have been purchases and 0 have been sales.
Here’s a breakdown of recent trading of $ARCC stock by insiders over the last 6 months:
- MICHAEL KORT SCHNABEL (Chief Executive Officer) purchased 13,000 shares for an estimated $265,070
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
ARES CAPITAL Hedge Fund Activity
We have seen 404 institutional investors add shares of ARES CAPITAL stock to their portfolio, and 330 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- KINGSTONE CAPITAL PARTNERS TEXAS, LLC removed 43,817,148 shares (-100.0%) from their portfolio in Q3 2025, for an estimated $894,307,990
- UBS GROUP AG added 3,301,890 shares (+41.8%) to their portfolio in Q4 2025, for an estimated $66,797,234
- CITADEL ADVISORS LLC added 2,410,728 shares (+4511.3%) to their portfolio in Q3 2025, for an estimated $49,202,958
- MARSHALL WACE, LLP added 1,810,043 shares (+inf%) to their portfolio in Q3 2025, for an estimated $36,942,977
- MCGOWAN GROUP ASSET MANAGEMENT, INC. removed 1,169,612 shares (-100.0%) from their portfolio in Q4 2025, for an estimated $23,661,250
- OSAIC HOLDINGS, INC. added 1,169,015 shares (+87.1%) to their portfolio in Q3 2025, for an estimated $23,859,596
- FREESTONE GROVE PARTNERS LP removed 1,128,524 shares (-100.0%) from their portfolio in Q3 2025, for an estimated $23,033,174
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
ARES CAPITAL Analyst Ratings
Wall Street analysts have issued reports on $ARCC in the last several months. We have seen 4 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Wells Fargo issued a "Overweight" rating on 10/29/2025
- Keefe, Bruyette & Woods issued a "Outperform" rating on 10/29/2025
- LUCID CAPITAL MARKETS issued a "Buy" rating on 10/10/2025
- JP Morgan issued a "Overweight" rating on 10/01/2025
To track analyst ratings and price targets for ARES CAPITAL, check out Quiver Quantitative's $ARCC forecast page.
ARES CAPITAL Price Targets
Multiple analysts have issued price targets for $ARCC recently. We have seen 6 analysts offer price targets for $ARCC in the last 6 months, with a median target of $22.0.
Here are some recent targets:
- Paul Johnson from Keefe, Bruyette & Woods set a target price of $22.0 on 10/29/2025
- Finian O'Shea from Wells Fargo set a target price of $21.0 on 10/29/2025
- Kenneth S. Lee from RBC Capital set a target price of $23.0 on 10/29/2025
- Doug Harter from UBS set a target price of $21.0 on 10/14/2025
- Ethan Kaye from LUCID CAPITAL MARKETS set a target price of $22.5 on 10/10/2025
- Melissa Wedel from JP Morgan set a target price of $22.0 on 10/01/2025
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
