Q3 Results Buzz: Recent discussions on X about Ares Capital Corporation (ARCC) have centered on its strong Q3 performance. Many users highlighted the company’s robust results as a key indicator of health in the private credit sector. Posts noted ARCC’s ability to exceed expectations, sparking renewed interest among investors.
Dividend Yield Debate: Another hot topic on X is ARCC’s attractive dividend yield, with some calling it a standout at 9.3%. Discussions point to the yield being well-covered by net investment income, though a few voices caution about limited safety margins. The conversation reflects a mix of optimism and careful scrutiny.
Note: This discussion summary was generated from an AI condensation of post data.
Ares Capital Corporation Insider Trading Activity
Ares Capital Corporation 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 Corporation Hedge Fund Activity
We have seen 385 institutional investors add shares of Ares Capital Corporation stock to their portfolio, and 346 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
- INVESCO LTD. added 3,167,906 shares (+825.4%) to their portfolio in Q2 2025, for an estimated $69,567,215
- UBS GROUP AG added 2,040,848 shares (+40.6%) to their portfolio in Q2 2025, for an estimated $44,817,022
- MORGAN STANLEY removed 1,324,949 shares (-7.6%) from their portfolio in Q2 2025, for an estimated $29,095,880
- EVERCORE WEALTH MANAGEMENT, LLC added 1,178,886 shares (+241.8%) to their portfolio in Q2 2025, for an estimated $25,888,336
- FREESTONE GROVE PARTNERS LP added 1,128,524 shares (+inf%) to their portfolio in Q2 2025, for an estimated $24,782,387
- QUBE RESEARCH & TECHNOLOGIES LTD removed 1,122,384 shares (-78.0%) from their portfolio in Q2 2025, for an estimated $24,647,552
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
Ares Capital Corporation Analyst Ratings
Wall Street analysts have issued reports on $ARCC in the last several months. We have seen 6 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Keefe, Bruyette & Woods issued a "Outperform" rating on 10/29/2025
- Wells Fargo issued a "Overweight" 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
- JMP Securities issued a "Market Outperform" rating on 07/31/2025
- B. Riley Securities issued a "Buy" rating on 07/30/2025
To track analyst ratings and price targets for Ares Capital Corporation, check out Quiver Quantitative's $ARCC forecast page.
Ares Capital Corporation Price Targets
Multiple analysts have issued price targets for $ARCC recently. We have seen 8 analysts offer price targets for $ARCC in the last 6 months, with a median target of $22.25.
Here are some recent targets:
- Finian O'Shea from Wells Fargo set a target price of $21.0 on 10/29/2025
- Paul Johnson from Keefe, Bruyette & Woods set a target price of $22.0 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
- Brian McKenna from JMP Securities set a target price of $23.0 on 07/31/2025
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.
