Ares Capital (ARCC) reported second-quarter 2026 GAAP net income of $171 million, or $0.24 per basic and diluted share, compared with $361 million, or $0.52 per share, a year earlier. Total investment income was $768 million, up from $745 million in the prior-year quarter.
The company declared a third-quarter 2026 dividend of $0.48 per share, payable Sept. 30, 2026, to stockholders of record as of Sept. 15, 2026.
- Net investment income was $359 million, or $0.50 per share, for the second quarter.
- Portfolio investments at fair value were $29.349 billion as of June 30, 2026.
- Net asset value was $19.35 per share at quarter-end, compared with $19.94 at Dec. 31, 2025.
- New investment commitments totaled approximately $2.6 billion in the quarter, with approximately $2.2 billion funded.
- Liquidity included $383 million in cash and cash equivalents and approximately $6.7 billion available for additional borrowings under existing credit facilities as of June 30, 2026.
$ARCC Insider Trading Activity
$ARCC insiders have traded $ARCC stock on the open market 4 times in the past 6 months. Of those trades, 4 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:
- JANA MARKOWICZ (Chief Operating Officer) purchased 15,000 shares for an estimated $288,000
- MICHAEL KORT SCHNABEL (Chief Executive Officer) purchased 12,500 shares for an estimated $239,125
- SCOTT C LEM (CFO and Treasurer) purchased 5,186 shares for an estimated $100,037
- MARY BETH HENSON purchased 4,000 shares for an estimated $76,560
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.
$ARCC Hedge Fund Activity
We have seen 356 institutional investors add shares of $ARCC stock to their portfolio, and 352 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- STRS OHIO added 10,500,000 shares (+inf%) to their portfolio in Q1 2026, for an estimated $187,423,950
- CITADEL ADVISORS LLC removed 5,159,501 shares (-63.9%) from their portfolio in Q1 2026, for an estimated $92,096,576
- TWO SIGMA INVESTMENTS, LP added 4,338,605 shares (+146.2%) to their portfolio in Q1 2026, for an estimated $77,443,665
- UBS GROUP AG added 3,114,640 shares (+27.8%) to their portfolio in Q1 2026, for an estimated $55,596,012
- FMR LLC removed 2,503,615 shares (-100.0%) from their portfolio in Q1 2026, for an estimated $44,689,277
- GENERALI ASSET MANAGEMENT SPA SGR added 2,495,876 shares (+49.4%) to their portfolio in Q1 2026, for an estimated $44,551,137
- VAN ECK ASSOCIATES CORP removed 1,786,468 shares (-14.1%) from their portfolio in Q1 2026, for an estimated $31,888,275
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
$ARCC Congressional Stock Trading
Members of Congress have traded $ARCC stock 1 times in the past 6 months. Of those trades, 0 have been purchases and 1 have been sales.
Here’s a breakdown of recent trading of $ARCC stock by members of Congress over the last 6 months:
- REPRESENTATIVE PETE SESSIONS sold up to $15,000 on 07/24.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard. You can access data on congressional stock trades through the Quiver Quantitative API Congress trades endpoint.
