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It's a busy week, and earnings reports can get lost in the mix as big tech is at the center stage, and an FOMC meeting is underway. While the spotlight is shining on Microsoft (MSFT), Ares
Ares Capital: Investment Activity Leads To 9% Yields, Increased EPS
Summary
- Ares Capital (ARCC) delivered a strong Q2, beating revenue and EPS expectations, and setting up a promising future for income investors.
- ARCC is well-positioned to benefit from a lower-rate environment, with a focus on first lien senior secured loan debt and increasing NII.
- Despite appreciation in share price, ARCC still offers value with strong financials, growing NII, and potential for dividend increases.
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Analyst’s Disclosure: I/we have a beneficial long position in the shares of ARCC, FSK, MAIN either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.
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