ARCC Ares Capital Corporation

$ARCC someone wrote a hit-piece on seekingalpha saying the intrincis value of arcc is only $16.00.... they come out the woodwork and ambush the stock. buying opportunity if anything

$ARCC man this turned to garbage pretty quick, 7% drop in the last month 🤦‍♂️ im a buyer on the next flush, but the trendline needs to hold ~18.20’s or we may see mid 17’s tested again, oof!

$ARCC Reported today: EPS of $0.46 vs. $0.48 expected (−3.4%, missed). Revenue of $763M vs. $776M expected (−1.7%, missed). I used Stock Meadow’s earnings dashboard to review the results.

$ARCC By absorbing Apollo’s underperforming middle-market portfolio, ARCC is trading a portion of its premium reputation for sheer size.

$ARCC $ARCC wait for the drop bc Instead of continuing to manage the troubled fund, Apollo opted to offload MidCap Financial to their direct competitor, Ares Capital, which is scooping it up to expand its middle-market lending footprint... musical chairs!

$ARCC I thought the bdc destruction was over and aren’t high rates good for these companies? How does this make sense

$ARCC 17’s en route - down on a down day, down even more on an up day. all bdc’s are smoked for 2026.

$ARCC what got me was the under paid dividend. NAV stabilized and non-accruals. but they are still down significantly on both software companies. which was around 23% of loss. the dividend is the worry

$ARCC they're bigger than Banks now especially after the acquisition. Should have bought more pre-market when all the suckers were selling

$ARCC I will see where this is at at 10:30 this morning. Hopefully it goes into the 17's. Then I will add

$ARCC Q3 '26 Earnings Results & Recap • Reported GAAP EPS of $0.46 down -8.00% YoY • Reported revenue of $763M down -2.43% YoY