ARCC
Q4 2026 EPS Estimate
$0.48
Oct 27, 2026 · Reports before open
Revenue Estimate
$777M
FY2026E EPS$1.91
FY2027E EPS$1.93

Analyst Sentiment

Wall St. Consensus
Buy
32 analysts·High coverage
69
Score
24 Buy (75%)8 Hold (25%)0 Sell (0%)
Rating Breakdown
Strong Buy
00%
Buy
2475%
Hold
825%
Sell
00%
Strong Sell
00%

Analyst ratings reflect Wall Street opinion, not guarantees. Historical accuracy varies by firm and sector.

Price Target Expectations

Bear
$19.00
-4.1%
Consensus
$19.00
-4.1%
Bull
$19.00
-4.1%
12-Month Target Range32 analysts
$19.00$19.00$19.00
Current $19.81Consensus
Current Price
$19.81
Above Consensus
$0.81

Price targets are 12-month analyst forecasts. Actual results depend on earnings, market conditions, and sector trends.

Earnings & Revenue Estimates

Forward Growth Estimates (YoY)
FY2027
Rev+3.09%
EPS+1.41%
FY2028
Rev-1.38%
EPS-3.91%
Raw consensus estimates (low / average / high) from covering analysts.
Annual
MetricFY2026EFY2027EFY2028E
Revenue Avg$3.10B$3.19B$3.15B
Low$3.08B$3.13B$3.04B
High$3.13B$3.26B$3.26B
EBITDA Avg$2.07B$2.13B$2.10B
Low$2.05B$2.09B$2.03B
High$2.09B$2.18B$2.17B
EBIT Avg$2.07B$2.13B$2.10B
Low$2.05B$2.09B$2.03B
High$2.09B$2.18B$2.17B
Net Income Avg$1.33B$1.40B$1.30B
Low$1.31B$1.30B$1.27B
High$1.35B$1.41B$1.33B
EPS Avg$1.91$1.93$1.86
Low$1.88$1.86$1.81
High$1.93$2.02$1.90
Analysts (Rev / EPS)9 / 99 / 102 / 3
Quarterly
MetricQ3 2026Q4 2026Q1 2027Q2 2027Q3 2027Q4 2027Q1 2028Q2 2028
Revenue Avg$777M$789M$787M$795M$804M$811M$783M$785M
Low$766M$778M$768M$775M$784M$790M$763M$765M
High$787M$807M$804M$811M$821M$827M$799M$801M
EBITDA Avg$519M$526M$525M$530M$537M$541M$522M$523M
Low$511M$519M$512M$517M$523M$527M$509M$510M
High$525M$539M$536M$541M$548M$552M$533M$534M
EBIT Avg$519M$526M$525M$530M$537M$541M$522M$523M
Low$511M$519M$512M$517M$523M$527M$509M$510M
High$525M$539M$536M$541M$548M$552M$533M$534M
Net Income Avg$341M$347M$345M$347M$349M$349M$337M$331M
Low$334M$340M$334M$335M$337M$338M$326M$321M
High$348M$361M$355M$356M$358M$359M$347M$340M
EPS Avg$0.48$0.48$0.48$0.48$0.49$0.49$0.47$0.46
Low$0.47$0.47$0.47$0.47$0.47$0.47$0.45$0.45
High$0.49$0.50$0.49$0.50$0.50$0.50$0.48$0.47
Analysts (Rev / EPS)7 / 97 / 93 / 63 / 33 / 36 / 65 / 84 / 4

Earnings Surprises

Recent Analyst Actions

Jun 12, 2026Wells Fargo
Ares Capital downgraded to Equal Weight from Overweight at Wells Fargo
Target:$19.00
-0.4%from $19.07
Oct 29, 2025RBC Capital
Ares Capital price target lowered to $23 from $24 at RBC Capital
Target:$23.00
+10.6%from $20.80
Oct 29, 2025Wells Fargo
Ares Capital price target lowered to $21 from $23 at Wells Fargo
Target:$21.00
+2.1%from $20.57
Oct 14, 2025UBS
Ares Capital price target lowered to $21 from $22.50 at UBS
Target:$21.00
+8.1%from $19.43
Oct 10, 2025Capital One Financial
Ares Capital initiated with a Buy at Lucid Capital
Target:$22.50
+17.8%from $19.10
Jul 31, 2025JMP Securities
Ares Capital price target raised to $23 from $22 at Citizens JMP
Target:$23.00
+1.5%from $22.66
Jul 30, 2025B.Riley Financial
B.Riley Upgrades Ares Capital (ARCC) to Buy
Target:$23.50
+4.3%from $22.54
Jul 30, 2024JMP Securities
Ares Capital price target raised to $22 from $21 at JMP Securities
Target:$22.00
+5.3%from $20.89
Jul 18, 2024UBS
Ares Capital price target raised to $22 from $21 at UBS
Target:$22.00
+4.4%from $21.07
May 23, 2024RBC Capital
RBC Capital Reiterates Outperform Rating on Ares Capital (ARCC)
Target:$22.00
+3.3%from $21.30
Feb 8, 2023Citigroup
Citigroup Maintains Buy on Ares Capital, Raises Price Target to $22
Target:$22.00
+9.9%from $20.02
Feb 8, 2023J.P. Morgan
JP Morgan Maintains Overweight on Ares Capital, Lowers Price Target to $20.5
Target:$20.50
+2.3%from $20.04
Apr 27, 2022Wells Fargo
Wells Fargo Maintains Overweight on Ares Capital, Lowers Price Target to $21.5
Target:$21.50
+8.6%from $19.80
Apr 27, 2022Hovde Group
Ares Capital upgraded to Outperform from Market Perform at Hovde Group
Target:$21.00
+6.1%from $19.80
Apr 25, 2022Wells Fargo
Wells Fargo Maintains Overweight on Ares Capital, Raises Price Target to $23
Target:$23.00
+5.5%from $21.81
Oct 26, 2021Jefferies
Jefferies Stick to Their Buy Rating for Ares Capital Corp
Target:$24.00
+17.1%from $20.50
Jul 29, 2021Barclays
Analysts Have Conflicting Sentiments on These Financial Companies: Coresite Realty (NYSE: COR) and Ares Capital (NASDAQ: ARCC)
Target:$20.00
+7.3%from $18.64
Apr 29, 2021Wedbush
Analysts Conflicted on These Financial Names: AFLAC (NYSE: AFL), BankUnited (NYSE: BKU) and Ares Capital (NASDAQ: ARCC)
Target:$21.00
+16.4%from $18.04
Data is provided for informational purposes only and does not constitute investment advice. Past performance is not indicative of future results.