ARCC Ares Capital Corporation

$ARCC Dividend pay day lowering my average for me 🤗 I’m here for the dividends, thank you

$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 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.

99.76% as of 10/1/2026 A drop below 100% was anticipated but the plan stays strong and on course. Used $ARCC and $DIVO dividends to add more $SCHD and $MAIN. 60% to HYSA and 20% to living expenses. The HYSA now has options to be put to work soon.

Symplr Software has secured about $175 million in preferred equity from its private-equity sponsors, Clearlake Capital Group and Charlesbank Capital Partners, as part of a broader restructuring that creates new debt securities and extends repayment maturities. The sponsors reached an agreement with several creditor groups, according to Bloomberg sources, and Symplr will now seek broader support for the recapitalization. Clearlake and Charlesbank also agreed to defer interest payments on new subordinated debt to preserve liquidity. Second-lien lenders, including Ares Capital, are expected to provide $103.5 million of new capital through a priority second-lien loan available to all subordinated lenders. The restructuring follows months of negotiations after Symplr’s debt traded at distressed levels amid concerns that AI could pressure software companies. $ARCC

$ARCC GEX data has this sitting at 19.50. by below 19 and sell above 20. for now. NAV should be re-evaluated after rate hikes.

$ARCC some people won’t mention names - kind of rich buying every single time under 19.2

$ARCC issued $750M of 6.250% unsecured notes due 2033 on Sept. 15. Ares Capital also entered into a $750M interest-rate swap in connection with the issuance. Under the swap, ARCC receives fixed 6.250% and pays 3-month SOFR + 1.85250%. The notes themselves remain fixed-rate. The separate swap economically converts the interest-rate exposure on that $750M notional to floating. The notes were priced at 98.463%, with a 6.527% yield to maturity at pricing. Three different numbers: Coupon: 6.250% YTM at pricing: 6.527% Swap pay leg: 3M SOFR + 1.85250% Source: ARCC Sept. 8, 2026 pricing term sheet and Sept. 15, 2026 8-K. The author holds no position in any security mentioned. Structural research, not personalized investment advice.