STRS OHIO has opened a new $187.4M position in $ARCC, per a new SEC 13F filing. This disclosure reflects the funds' holdings for the 03-31-2026 report period. You can see the fund's full portfolio on Quiver Quantitative, and also track the largest institutional owners of $ARCC.
$ARCC Hedge Fund Activity
We have seen 394 institutional investors add shares of $ARCC stock to their portfolio, and 340 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 added 5,612,998 shares (+227.8%) to their portfolio in Q4 2025, for an estimated $113,550,949
- UBS GROUP AG added 3,301,890 shares (+41.8%) to their portfolio in Q4 2025, for an estimated $66,797,234
- INVESCO LTD. removed 2,316,015 shares (-83.9%) from their portfolio in Q4 2025, for an estimated $46,852,983
- PARTNERS GROUP HOLDING AG removed 1,767,154 shares (-100.0%) from their portfolio in Q4 2025, for an estimated $35,749,525
- ALTSHULER SHAHAM LTD added 1,650,000 shares (+inf%) to their portfolio in Q4 2025, for an estimated $33,379,500
- JPMORGAN CHASE & CO added 1,586,549 shares (+25.5%) to their portfolio in Q4 2025, for an estimated $32,095,886
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
$ARCC Insider Trading Activity
$ARCC insiders have traded $ARCC stock on the open market 5 times in the past 6 months. Of those trades, 5 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) has made 2 purchases buying 25,500 shares for an estimated $504,195 and 0 sales.
- JANA MARKOWICZ (Chief Operating Officer) purchased 15,000 shares for an estimated $288,000
- 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.
$ARCC Analyst Ratings
Wall Street analysts have issued reports on $ARCC in the last several months. We have seen 2 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
To track analyst ratings and price targets for $ARCC, check out Quiver Quantitative's $ARCC forecast page.
$ARCC 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 $20.5.
Here are some recent targets:
- Brian McKenna from Citizens set a target price of $22.0 on 04/22/2026
- Paul Johnson from Keefe, Bruyette & Woods set a target price of $21.0 on 04/16/2026
- Richard Shane from JP Morgan set a target price of $19.0 on 03/13/2026
- Doug Harter from UBS set a target price of $19.0 on 03/13/2026
- Kenneth S. Lee from RBC Capital set a target price of $22.0 on 02/09/2026
- Finian O'Shea from Wells Fargo set a target price of $20.0 on 02/05/2026
Note that there may be inaccuracies in these estimates due to filing errors by the funds, parsing errors by us, or other anomalies.
Check out Quiver Quantitative's $ARCC ticker page for more data.
