Welch Financial Planning LLC Purchases New Stake in Ares Capital Corporation $ARCC

05 May 2026, 09:04 by Scott Moore · The Cerbat Gem

Welch Financial Planning LLC purchased a new stake in shares of Ares Capital Corporation (NASDAQ:ARCC – Free Report) in the 4th quarter, Holdings Channel reports. The institutional investor purchased 43,242 shares of the investment management company’s stock, valued at approximately $875,000. Ares Capital makes up 0.6% of Welch Financial Planning LLC’s investment portfolio, making the stock its 28th biggest holding.

A number of other large investors have also added to or reduced their stakes in the company. City Holding Co. grew its stake in shares of Ares Capital by 444.4% in the third quarter. City Holding Co. now owns 1,225 shares of the investment management company’s stock worth $25,000 after purchasing an additional 1,000 shares during the last quarter. SWAN Capital LLC purchased a new position in Ares Capital during the 3rd quarter valued at about $27,000. NBT Bank N A NY bought a new position in Ares Capital during the 3rd quarter valued at approximately $31,000. Quarry LP bought a new position in Ares Capital during the 3rd quarter valued at approximately $33,000. Finally, WFA of San Diego LLC purchased a new stake in Ares Capital in the 2nd quarter worth approximately $36,000. Institutional investors own 27.38% of the company’s stock.

Ares Capital Trading Down 0.4%

Shares of NASDAQ ARCC opened at $19.18 on Tuesday. The firm’s 50 day moving average price is $18.51 and its 200-day moving average price is $19.60. Ares Capital Corporation has a 52-week low of $17.40 and a 52-week high of $23.42. The company has a debt-to-equity ratio of 1.13, a quick ratio of 1.40 and a current ratio of 1.40. The company has a market cap of $13.77 billion, a PE ratio of 11.77 and a beta of 0.58.

Ares Capital (NASDAQ:ARCC – Get Free Report) last announced its quarterly earnings data on Tuesday, April 28th. The investment management company reported $0.47 earnings per share for the quarter, missing analysts’ consensus estimates of $0.48 by ($0.01). The firm had revenue of $763.00 million during the quarter, compared to analysts’ expectations of $778.00 million. Ares Capital had a return on equity of 9.85% and a net margin of 37.30%.Ares Capital’s revenue was up 4.2% on a year-over-year basis. During the same quarter in the previous year, the firm earned $0.50 earnings per share. On average, equities research analysts expect that Ares Capital Corporation will post 1.92 EPS for the current fiscal year.

Ares Capital Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Tuesday, June 30th. Shareholders of record on Monday, June 15th will be issued a $0.48 dividend. The ex-dividend date of this dividend is Monday, June 15th. This represents a $1.92 dividend on an annualized basis and a dividend yield of 10.0%. Ares Capital’s dividend payout ratio (DPR) is presently 117.79%.

Analysts Set New Price Targets

Several equities analysts have recently issued reports on ARCC shares. B. Riley Financial reduced their target price on Ares Capital from $22.00 to $20.00 and set a “buy” rating on the stock in a research note on Wednesday, April 29th. Keefe, Bruyette & Woods reduced their price objective on shares of Ares Capital from $22.00 to $21.00 and set an “outperform” rating on the stock in a research report on Thursday, April 16th. Truist Financial dropped their target price on shares of Ares Capital from $23.00 to $22.00 and set a “buy” rating for the company in a research report on Wednesday, April 29th. JPMorgan Chase & Co. reduced their price target on shares of Ares Capital from $22.00 to $19.00 and set an “overweight” rating on the stock in a research report on Friday, March 13th. Finally, Wall Street Zen lowered shares of Ares Capital from a “hold” rating to a “sell” rating in a report on Saturday, February 7th. Nine investment analysts have rated the stock with a Buy rating and two have issued a Hold rating to the stock. Based on data from MarketBeat, Ares Capital has an average rating of “Moderate Buy” and a consensus price target of $20.75.

Get Our Latest Research Report on ARCC

Insider Buying and Selling at Ares Capital

In other Ares Capital news, CEO Michael Kort Schnabel purchased 12,500 shares of the stock in a transaction dated Thursday, February 5th. The shares were purchased at an average cost of $19.13 per share, with a total value of $239,125.00. Following the completion of the acquisition, the chief executive officer directly owned 40,500 shares in the company, valued at $774,765. This trade represents a 44.64% increase in their position. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, CFO Scott C. Lem acquired 5,186 shares of the company’s stock in a transaction that occurred on Friday, February 6th. The shares were acquired at an average cost of $19.29 per share, for a total transaction of $100,037.94. Following the completion of the transaction, the chief financial officer directly owned 39,463 shares of the company’s stock, valued at $761,241.27. The trade was a 15.13% increase in their ownership of the stock. Additional details regarding this purchase are available in the official SEC disclosure. 0.49% of the stock is owned by insiders.

Ares Capital Company Profile

(Free Report)

Ares Capital Corporation (NASDAQ: ARCC) is a publicly traded business development company (BDC) that specializes in providing debt and equity financing solutions to U.S. middle-market companies. As a BDC, Ares Capital offers investors access to a diversified portfolio of tailored credit investments, including senior secured loans, unitranche financing, mezzanine debt and equity co-investments. The firm’s flexible capital structures are designed to support companies seeking growth capital, refinancing or strategic acquisitions.