Ares Capital Corporation Stock News

Market volatility offers dividend investors a chance to buy high-quality BDCs like Blackstone Secured Lending and Morgan Stanley Direct Lending at attractive prices. Despite recession fears, BXSL and MSDL's strong fundamentals, low non-performing loans, and robust liquidity make them appealing investment opportunities. BXSL's $28 price and MSDL's discount to NAV present attractive entry points,...

Every cloud has a silver lining. Sometimes, they have two.

It has not been a good year for ARCC. This gives a fruitful ground for the skeptics to come in. However, I am still bullish on ARCC.

We take a look at the action in business development companies through the second week of April and highlight some of the key themes we are watching. BDCs experienced a 3% decline this week, with volatility at its highest since COVID; traded volumes matched COVID levels. The trade war and market meltdown are causing growth slowdowns and inflation, potentially leading to Fed rate cuts.

March investments totaled around $1,200, mainly in BDCs like Blue Owl Capital and Ares Capital, boosting annual dividend income by $100. Dividend income hit a new all-time record of $1,404, up 17% Y/Y driven by substantial purchases over the last twelve months. Focus remains firmly on maintaining rising BDC dividends and achieving a monthly increase of at least $100 in dividend income.

The market tanked after Trump's reciprocal tariff announcement, with the S&P 500 and Nasdaq experiencing significant declines due to recession fears and trade war concerns, which spiked credit spreads. Rising credit spreads hurt BDCs, which are sensitive to default risk and borrowing costs, leading to sharp declines in their share prices. Credit spreads are still below 2022 highs and may declin...

If you're searching for a reliable income stream from your investment portfolio, Ares Capital (ARCC -4.91%) is one stock that should be on your radar. With an enticing dividend yield of 9.5%, it's hard to ignore.

Huge stock market sell-offs have at least one positive side effect. They present great opportunities for income investors to lock in higher yields.