NASDAQ

Ares Capital CORP

ARCC

5 stories

$14B Market cap · 2026-11-04

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@junkbondinvest Nov 5

junkbondinvestor on X

Does more PIK mean more non-accruals? Not cleanly, based on this chart. And no clear pattern with NAV either. The BDC with the most PIK had one of the best NAV per share changes in Q2. TL;DR: You can’t screen for this, you have to read the portfolio. $ARCC $OBDC $FSK https://t.co/xIE5f5trNH

@junkbondinvest Oct 27

junkbondinvestor on X

Is the great BDC consolidation wave finally here? Ares Capital is buying MidCap Financial at $10.88/share. That’s a ~30% premium to where $MFIC traded, but still only ~0.85x NAV. And that's based on a marked-down $12.86 NAV as of 9/30. $ARCC https://t.co/jFQfBGDDoM