Subscribe

Ares Capital Corporation (ARCC)

USD18.80 +0.16 (+0.86%)
US NASDAQ Financial Services Asset Management
Address 2000 Avenue of the Stars 90067
Los Angeles, CA, US
CEO Kort Schnabel
IPO 2004-10-05
CIK 1287750 ISIN US04010L1035

Explore sections of this company profile

Also trades on London Stock Exchange · 0HHP.L (USD) NASDAQ Global Market · ARCC (USD)
Description

Ares Capital Corporation (ARCC) operates as a Business Development Company (BDC), delivering diverse financing solutions predominantly to middle-market enterprises. The firm's expertise lies in facilitating various corporate actions, including funding acquisitions, recapitalizations, and leveraged buyouts. It also extends mezzanine debt, assists with corporate restructurings, and provides crucial rescue financing, in addition to offering growth capital and general refinancing options. ARCC primarily targets investments in companies within the basic and growth manufacturing, business services, consumer products, healthcare (both products and services), and information technology service sectors. Opportunistically, it also explores prospects in industries such as restaurants, retail, oil and gas, and the broader technology space. Geographically, ARCC maintains a broad reach across the United States. Its New York office oversees investments in the Northeast, Mid-Atlantic, Southeast, and Southwest regions. The Chicago office manages opportunities in the Midwest, while its Los Angeles presence covers the Western region. In terms of deal parameters, ARCC typically commits between $20 million and $200 million per investment, with an upper limit of $400 million, targeting companies that generate an EBITDA of $10 million to $250 million. For debt-specific placements, the investment range is generally $10 million to $100 million. The company employs a wide array of financial instruments, including revolving credit facilities, first and second lien loans, unitranche structures, warrants, mezzanine debt, private high yield, junior capital, and subordinated debt, alongside selective non-control preferred and common equity investments. ARCC also evaluates participation in senior and subordinated debt financings led by other parties and strategically acquires stressed or discounted debt. It frequently assumes a lead or agent role in its transactions and actively seeks board representation in its portfolio companies.

Market Cap & Enterprise Value
Merger & Acquisition History

No mergers or acquisitions recorded for this company.

Technical Outlook
Loading outlook…
Loading forecast...
Signal Summary Loading…
Indicator 1D1W2W3W1M
Each column is computed on that timeframe's candles (1D = daily, 1W ≈ weekly, 1M ≈ monthly), not on the same last day. ▲ bullish · ▼ bearish · — neutral. The Net row counts signals per column; hover any cell (or the indicator name) to see the exact rule behind it.
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
Indicative levels generated algorithmically. Not financial advice.
Risk Profile
Loading risk profile…
Price Chart
Averages
Trend
Price
Levels
Draw
USD18.80 +0.16 (+0.86%)
Loading historical data…
Volume Profile
Loading…
Liquidity & share structure
Average Volume
6M
Beta
0.62
Float Shares
713.84M
Free Float %
99.4%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
+0.96% +1.71% -0.89% +1.99% -7.90% -6.13% -13.88% +0.58% -2.96% +27.96% +26.43%
Rolling Volatility
Loading…
Drawdown
Loading…
Relative Strength
Loading…
Monthly Returns Heatmap
From To
Loading…
Annual Monthly Returns
Loading…
Daily Returns Distribution
vs.
Loading histogram data…

Revenue flow

Revenue by geography

Revenue by segment

From To

Revenue composition

From To

By product

By geography

Financial Statements

Income Statement

Balance Sheet

Cash Flow Statement

Key Metrics

Financial Ratios

Employees

Financial Growth (CAGR)

Market Data

Analyst Consensus (32 ratings, all time) Buy
Price Targets & DCF
Current price
18.80
Low 20.00 +6.4%
Consensus 21.88 +16.4%
Median 21.50 +14.4%
High 24.00 +27.7%
DCF (Unlevered) 170.08 +804.7%
DCF (Levered) 124.74 +563.5%

DCF figures are point estimates: small changes in growth or discount-rate assumptions move them materially. Read them as a reference, not a precise target.

Ratings Trend (MoM) 86% Bullish
Rating 2026-05 Change
Strong Buy 4 0
Buy 8 0
Hold 2 0
Sell 0 0
Strong Sell 0 0
Price Target Summary
Period # Analysts Avg Target
Last Month
Last Quarter
Last Year 6
22.33
+18.8%
All Time 17
21.94
+16.7%
Quality scores
Altman Z-Score
0.82
Distress
Piotroski F-Score
5 / 9
Average
MOAT Score
6 / 10
Developing
Composite Rating
A-
Overall Score
4 / 5
High
DCF Score
5 / 5
High
ROE Score
3 / 5
Medium
ROA Score
5 / 5
High
D/E Score
2 / 5
Medium
P/E Score
2 / 5
Medium
P/Book Score
3 / 5
Medium
Operational MOAT
✗ Below peers
  • Revenue growth Asset Management: +17.4%
    +32.9% Q1'26: +71.1% (vs Q1'25)
  • EPS growth Asset Management: +22.7%
    -23.8% Q1'26: -63.9% (vs Q1'25)
  • FCF margin FCF growth · Asset Management: +27.7%
    +43.4% Q1'26: +14.9% (vs Q1'25)
  • EBIT margin Asset Management: +50.6%
    +69.7% Q1'26: +93.1% (vs Q1'25)
  • ROIC Asset Management: +6.5%
    +6.9% Q1'26: +9.1% (vs Q1'25)
  • Share dilution Asset Management: +0.0%
    +12.0% Q1'26: +6.2% (vs Q1'25)
  • Debt / EBITDA Net debt/EBITDA · Asset Management: -0.03×
    7.30× Q1'26: 5.58× (vs Q1'25)
Valuation Multiples From To
Price Forecast (3Y) From To
Model
Adjust
P/E
Theoretical Return — If Invested Today

* These projections are based on analyst consensus estimates and user-defined valuation multiples. This table is for informational purposes only and does not constitute a recommendation to buy or sell any security. Past performance is not indicative of future results.

DCF Interactive Model (UFCF)
Projection years:
Market assumptions
WACC components (optional)
Ke (Cost of Equity) = Rf + β (0.63) × ERP
WACC = 45% × Ke + 55% × Kd (4.1%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
Intrinsic value (base): 170.08 Current price: 18.80
Enterprise Value: Equity Value: Terminal Value: TV as % of EV:

Base values reflect the latest available data for this company and market conditions.

Consensus Estimates
Metric Dec 2007
actual
Dec 2009
actual
Dec 2011
actual
Dec 2012
actual
Dec 2013
actual
Dec 2014
actual
Dec 2015
actual
Dec 2016
actual
Dec 2017
actual
Dec 2018
actual
Dec 2019
actual
Dec 2020
actual
Dec 2021
actual
Dec 2022
actual
Dec 2023
actual
Dec 2024
actual
Dec 2025
actual
Dec 2026
8 Rev. Ana.
10 EPS Ana.
Dec 2027
8 Rev. Ana.
10 EPS Ana.
Dec 2028
1 Rev. Ana.
2 EPS Ana.
Revenue
195.42M
est: 196.54M (-0.6%)
200.01M
est: 245.27M (-18.5%)
731.05M
est: 589.19M (+24.1%)
696.75M
est: 724.56M (-3.8%)
712.83M
est: 879.78M (-19.0%)
866.00M
est: 1.06B (-18.4%)
678.00M
est: 1.02B (-33.5%)
737.00M
est: 997.50M (-26.1%)
974.00M
est: 1.15B (-15.6%)
1.12B
est: 1.32B (-14.9%)
1.12B
est: 1.53B (-27.1%)
858.00M
est: 1.43B (-40.0%)
2.05B
est: 1.76B (+16.4%)
1.20B
est: 2.04B (-41.3%)
2.17B
est: 2.82B (-23.1%)
2.37B
est: 3.02B (-21.6%)
3.15B
est: 3.05B (+3.0%)
3.11B
3.01B – 3.18B
+1.8% YoY
3.20B
3.09B – 3.31B
+3.1% YoY
3.08B
3.03B – 3.14B
-3.8% YoY
EBITDA
137.97M
est: 88.98M (+55.1%)
206.39M
est: 161.79M (+27.6%)
350.27M
est: 371.44M (-5.7%)
520.18M
est: 653.13M (-20.4%)
503.43M
est: 556.40M (-9.5%)
610.00M
est: 820.45M (-25.7%)
398.00M
est: 284.80M (+39.7%)
496.00M
est: 467.76M (+6.0%)
687.00M
est: 870.60M (-21.1%)
877.00M
est: 991.80M (-11.6%)
809.00M
est: 724.60M (+11.6%)
503.00M
est: -362.28M (+238.8%)
1.60B
est: 1.16B (+37.4%)
655.00M
est: 1.50B (-56.4%)
1.54B
est: 1.92B (-19.7%)
1.60B
est: 2.06B (-22.5%)
2.19B
est: 2.08B (+5.2%)
2.12B
2.05B – 2.17B
+1.8% YoY
2.18B
2.11B – 2.25B
+3.1% YoY
2.10B
2.06B – 2.14B
-3.8% YoY
EBIT
137.56M
est: 97.49M (+41.1%)
-672.0K
est: 133.39M (-100.5%)
349.39M
est: 256.23M (+36.4%)
519.35M
est: 259.52M (+100.1%)
502.63M
est: 580.34M (-13.4%)
609.00M
est: 700.48M (-13.1%)
397.00M
est: 672.77M (-41.0%)
495.00M
est: 657.99M (-24.8%)
686.00M
est: 760.92M (-9.8%)
877.00M
est: 867.48M (+1.1%)
809.00M
est: 1.01B (-19.8%)
503.00M
est: 943.05M (-46.7%)
1.60B
est: 1.16B (+37.4%)
655.00M
est: 1.34B (-51.3%)
1.54B
est: 1.92B (-19.7%)
1.60B
est: 2.06B (-22.5%)
2.19B
est: 2.08B (+5.2%)
2.12B
2.05B – 2.17B
+1.8% YoY
2.18B
2.11B – 2.25B
+3.1% YoY
2.10B
2.06B – 2.14B
-3.8% YoY
Net Income
90.83M
est: 93.90M (-3.3%)
202.69M
est: 202.76M (0.0%)
319.45M
est: 296.49M (+7.7%)
508.18M
est: 488.06M (+4.1%)
488.52M
est: 481.90M (+1.4%)
591.00M
est: 631.04M (-6.3%)
379.00M
est: 377.58M (+0.4%)
474.00M
est: 459.45M (+3.2%)
667.00M
est: 685.28M (-2.7%)
858.00M
est: 810.58M (+5.9%)
793.00M
est: 727.56M (+9.0%)
484.00M
est: 304.34M (+59.0%)
1.57B
est: 1.42B (+10.6%)
600.00M
est: 1.04B (-42.4%)
1.52B
est: 2.01B (-24.2%)
1.52B
est: 1.65B (-7.8%)
1.30B
est: 1.40B (-7.4%)
1.35B
1.32B – 1.38B
-3.8% YoY
1.35B
1.31B – 1.38B
-0.2% YoY
1.31B
1.25B – 1.37B
-2.9% YoY
SGA
10.40M
est: 10.69M (-2.7%)
23.29M
est: 22.26M (+4.6%)
38.12M
est: 34.99M (+9.0%)
31.74M
est: 30.83M (+3.0%)
38.71M
est: 38.51M (+0.5%)
41.00M
est: 139.93M (-70.7%)
44.00M
est: 162.97M (-73.0%)
56.00M
est: 171.68M (-67.4%)
89.00M
est: 234.12M (-62.0%)
42.00M
est: 197.64M (-78.7%)
45.00M
est: 219.51M (-79.5%)
38.00M
est: 198.65M (-80.9%)
39.00M
est: 240.95M (-83.8%)
38.00M
est: 268.03M (-85.8%)
42.00M
est: 49.80M (-15.7%)
43.00M
est: 53.33M (-19.4%)
est: 53.96M (-100.0%)
54.92M
53.15M – 56.16M
+1.8% YoY
56.62M
54.65M – 58.41M
+3.1% YoY
54.47M
53.48M – 55.47M
-3.8% YoY
EPS
1.34
est: 1.55 (-13.5%)
1.98
est: 1.31 (+51.1%)
1.56
est: 1.32 (+18.2%)
2.21
est: 1.55 (+42.6%)
1.83
est: 1.57 (+16.6%)
1.94
est: 1.64 (+18.3%)
1.20
est: 1.54 (-21.9%)
1.51
est: 1.57 (-3.6%)
1.57
est: 1.39 (+12.9%)
2.01
est: 1.62 (+23.8%)
1.86
est: 1.89 (-1.8%)
1.14
est: 1.61 (-29.3%)
3.51
est: 1.93 (+82.1%)
1.21
est: 1.94 (-37.8%)
2.75
est: 2.88 (-4.5%)
2.44
est: 2.35 (+3.8%)
1.86
est: 2.00 (-6.8%)
1.91
1.88 – 1.97
-4.1% YoY
1.93
1.88 – 1.98
+0.6% YoY
1.87
1.79 – 1.95
-2.9% YoY
Recent Grade Changes (3M)
Date Firm Previous New Grade Action
2026-04-29 RBC Capital Outperform Outperform Maintain
2026-04-22 Citizens Market Outperform Market Outperform Maintain
2026-04-16 Keefe, Bruyette & Woods Outperform Outperform Maintain
Historical Ratings (3M)
Date Rating Overall DCF ROE ROA D/E P/E P/B
2026-05-28 A- 4/5 5/5 3/5 5/5 2/5 2/5 3/5
2026-05-27 A- 4/5 5/5 3/5 5/5 2/5 2/5 3/5
2026-05-26 A- 4/5 5/5 3/5 5/5 2/5 2/5 3/5
2026-05-22 A- 4/5 5/5 3/5 5/5 2/5 2/5 3/5
2026-05-21 A- 4/5 5/5 3/5 5/5 2/5 2/5 3/5
2026-05-20 A- 4/5 5/5 3/5 5/5 2/5 2/5 3/5
2026-05-19 A- 4/5 5/5 3/5 5/5 2/5 2/5 3/5
2026-05-18 A- 4/5 5/5 3/5 5/5 2/5 2/5 3/5
2026-05-15 B+ 3/5 4/5 3/5 5/5 2/5 2/5 3/5
2026-05-14 A- 4/5 5/5 3/5 5/5 2/5 2/5 3/5
2026-05-13 B+ 3/5 4/5 3/5 5/5 2/5 2/5 3/5
2026-05-12 B+ 3/5 4/5 3/5 5/5 2/5 2/5 3/5
2026-05-11 B+ 3/5 4/5 3/5 5/5 2/5 2/5 3/5
2026-05-08 A- 4/5 4/5 3/5 5/5 2/5 3/5 3/5
2026-05-07 A- 4/5 4/5 3/5 5/5 2/5 3/5 3/5
2026-05-06 A- 4/5 4/5 3/5 5/5 2/5 3/5 3/5
2026-05-05 A- 4/5 4/5 3/5 5/5 2/5 3/5 3/5
2026-05-04 A- 4/5 4/5 3/5 5/5 2/5 3/5 3/5
2026-05-01 B+ 3/5 4/5 3/5 5/5 1/5 3/5 3/5
2026-04-30 B+ 3/5 4/5 3/5 5/5 1/5 3/5 3/5
2026-04-29 A- 4/5 5/5 3/5 5/5 1/5 3/5 3/5
2026-04-28 A- 4/5 5/5 3/5 5/5 1/5 3/5 3/5
2026-04-27 A- 4/5 5/5 3/5 5/5 1/5 3/5 3/5
2026-04-24 A- 4/5 5/5 3/5 5/5 1/5 3/5 3/5
2026-04-23 A- 4/5 5/5 3/5 5/5 1/5 3/5 3/5
2026-04-22 A- 4/5 5/5 3/5 5/5 1/5 3/5 3/5
2026-04-21 A- 4/5 5/5 3/5 5/5 1/5 3/5 3/5
2026-04-20 A- 4/5 5/5 3/5 5/5 1/5 3/5 3/5
2026-04-17 A- 4/5 5/5 3/5 5/5 1/5 3/5 3/5
2026-04-16 A- 4/5 5/5 3/5 5/5 1/5 3/5 3/5
2026-04-15 A- 4/5 5/5 3/5 5/5 1/5 3/5 3/5

Owner Earnings

Owner's Earnings (history) From To
Owner alignment
Owner's Earnings TTM
1.08B
OE per share TTM
1.54
Owner's Yield
7.93%
Maintenance CapEx ratio
4.78%
Maint CapEx / Avg PPE
1.4%

Ownership Overview

Ownership breakdown
At a glance
Institutional holders
825
Total invested
4.44B
Insider transactions (90d)
0
Beneficial owners (>5%)
15
Beneficial owners (>5%)
# Reporting person Amount owned % of class Sole voting Shared voting Sole dispositive Shared dispositive Type Citizenship Filing date SEC filing
1 FMR Corp. 7.42M 10.68% 14.5K 7.42M HC Delaware 2007-07-10
2 Ares Holdco LLC 3.13M 5.30% 3.13M OO Delaware 2020-02-14
3 Ares Holdings Inc. 3.13M 5.30% 3.13M CO Delaware 2020-02-14
4 Ares Management Corporation 3.13M 5.30% 3.13M CO Delaware 2020-02-14
5 Ares Management GP LLC 3.13M 5.30% 3.13M OO Delaware 2020-02-14
6 Ares Management Holdings L.P. 3.13M 5.30% 3.13M PN Delaware 2020-02-14
7 Ares Management LLC 3.13M 5.30% 3.13M OO Delaware 2020-02-14
8 Ares Partners Holdco LLC 3.13M 5.30% 3.13M OO Delaware 2020-02-14
9 Ares Voting LLC 3.13M 5.30% 3.13M OO Delaware 2020-02-14
10 Ares Capital Management LLC 3.12M 5.30% 3.12M OO Delaware 2020-02-14
11 Ares Capital Corporation 3.08M 5.20% 3.08M CO Delaware 2020-02-14
12 Edward C. Johnson 3d 2.96M 3.05% 2.96M IN United States of America 2009-07-10
13 ###-##-#### 666.7K 2.90% 666.7K 10.00 IN United States 2005-04-11
14 01-0605009 666.7K 2.90% 666.7K 10.00 OO Delaware 2005-04-11
15 (: 595.7K 5.40% 595.7K 595.7K HC, CO Texas 2004-10-27

Institutional Activity (13F)

Institutional ownership trend From To
13F snapshot — 2026 Q1
Investors holding
825
-25 vs prev Q
New positions
89
Closed positions
116
Increased
408
Reduced
254
Put/Call ratio
1.45
Calls held
4.51M
Puts held
6.53M
Top institutional holders
# Investor Shares / Δ Mkt value / Δ Own% / Δ Weight% / Δ Avg px / Perf. Hold / Status
1 MORGAN STANLEY 17.56M +341.6K (+2.0%) 355.21M +3.8M (+1.1%) 2.51% +0.035 pp 0.02% 0.000 pp USD18.75 +7.9% 51 qtrs
2 VAN ECK ASSOCIATES CORP 12.67M -334.9K (-2.6%) 256.39M -9.1M (-3.4%) 1.81% -0.059 pp 0.21% -0.035 pp USD19.69 +2.7% 52 qtrs
3 UBS GROUP AG 11.20M +3.3M (+41.8%) 226.61M +65.4M (+40.5%) 1.60% +0.466 pp 0.04% +0.012 pp USD20.55 -1.6% 45 qtrs
4 CITADEL ADVISORS LLC 8.08M +5.6M (+227.8%) 163.40M +113.1M (+224.9%) 1.16% +0.801 pp 0.02% +0.017 pp USD20.29 -0.3% 17 qtrs
5 BANK OF AMERICA CORP /DE/ 7.88M -699.6K (-8.2%) 159.34M -15.7M (-9.0%) 1.13% -0.107 pp 0.01% 0.000 pp USD18.52 +9.2% 52 qtrs
6 JPMORGAN CHASE & CO 7.82M +1.6M (+25.5%) 158.12M +31.0M (+24.4%) 1.12% +0.222 pp 0.01% +0.002 pp USD20.52 -1.4% 51 qtrs
7 LEGAL & GENERAL GROUP PLC 5.41M +761.8K (+16.4%) 109.43M +14.6M (+15.4%) 0.77% +0.105 pp 0.02% +0.003 pp USD17.93 +12.8% 75 qtrs
8 GENERALI ASSET MANAGEMENT SPA SGR 5.05M +— (+0.0%) 102.20M -909.4K (-0.9%) 0.72% -0.004 pp 2.09% -0.115 pp USD21.98 -8.0% 5 qtrs
9 WELLS FARGO & COMPANY/MN 4.39M +63.8K (+1.5%) 88.76M +512.3K (+0.6%) 0.63% +0.006 pp 0.02% -0.001 pp USD18.62 +8.6% 57 qtrs
10 LPL FINANCIAL LLC 4.21M +144.4K (+3.6%) 85.18M +2.2M (+2.6%) 0.60% +0.017 pp 0.02% -0.001 pp USD18.99 +6.5% 51 qtrs
11 AMERIPRISE FINANCIAL INC 4.16M +370.9K (+9.8%) 84.21M +6.9M (+8.9%) 0.60% +0.050 pp 0.02% +0.001 pp USD18.11 +11.7% 55 qtrs
12 ADVISORS CAPITAL MANAGEMENT, LLC 3.57M +423.8K (+13.5%) 72.16M +8.0M (+12.5%) 0.51% +0.058 pp 0.85% +0.054 pp USD18.29 +10.6% 56 qtrs
13 CONFLUENCE INVESTMENT MANAGEMENT LLC 3.54M -139.6K (-3.8%) 71.67M -3.5M (-4.6%) 0.51% -0.023 pp 1.07% +0.002 pp USD16.18 +25.0% 64 qtrs
14 BLACKROCK, INC. 3.16M -77.8K (-2.4%) 63.99M -2.2M (-3.3%) 0.45% -0.014 pp 0.00% 0.000 pp USD21.32 -5.1% 6 qtrs
15 RAYMOND JAMES FINANCIAL INC 3.16M -64.7K (-2.0%) 63.97M -1.9M (-2.9%) 0.45% -0.012 pp 0.02% -0.001 pp USD21.80 -7.2% 5 qtrs
16 ALLEN INVESTMENT MANAGEMENT LLC 3.09M -48.7K (-1.6%) 62.44M -1.5M (-2.4%) 0.44% -0.010 pp 0.69% -0.019 pp USD20.32 -0.4% 45 qtrs
17 ROYAL BANK OF CANADA 3.01M -516.0K (-14.6%) 60.98M -11.1M (-15.4%) 0.43% -0.077 pp 0.01% -0.002 pp USD16.45 +23.0% 51 qtrs
18 TWO SIGMA INVESTMENTS, LP 2.97M +711.0K (+31.5%) 60.04M +14.0M (+30.3%) 0.42% +0.100 pp 0.08% +0.016 pp USD20.73 -2.4% 68 qtrs
19 EVERCORE WEALTH MANAGEMENT, LLC 2.94M +547.1K (+22.9%) 59.44M +10.6M (+21.8%) 0.42% +0.076 pp 0.87% +0.155 pp USD21.03 -3.8% 9 qtrs
20 SOUND INCOME STRATEGIES, LLC 2.62M +138.9K (+5.6%) 54.69M +7.4M (+15.6%) 0.37% +0.018 pp 2.59% +0.001 pp USD17.92 +12.9% 33 qtrs
21 STIFEL FINANCIAL CORP 2.60M -6.9K (-0.3%) 52.64M -609.2K (-1.1%) 0.37% -0.003 pp 0.05% -0.001 pp USD18.29 +10.6% 48 qtrs
22 ADVISOR GROUP HOLDINGS, INC. 2.57M +61.5K (+2.4%) 52.04M -1.6M (-3.1%) 0.37% +0.007 pp 0.08% +0.001 pp USD19.24 +5.1% 24 qtrs
23 FMR LLC 2.50M +531.7K (+27.0%) 50.65M +10.4M (+25.8%) 0.36% +0.074 pp 0.00% +0.001 pp USD20.41 -0.9% 70 qtrs
24 HIGHTOWER ADVISORS, LLC 2.45M -566.0K (-18.8%) 49.50M -12.0M (-19.5%) 0.35% -0.083 pp 0.05% -0.016 pp USD20.75 -2.5% 57 qtrs
25 OMERS ADMINISTRATION CORP 2.36M +154.5K (+7.0%) 47.74M +2.7M (+6.1%) 0.34% +0.020 pp 0.34% +0.018 pp USD18.47 +9.5% 40 qtrs
26 ROCKEFELLER CAPITAL MANAGEMENT L.P. 2.25M +79.5K (+3.7%) 45.55M +1.2M (+2.7%) 0.32% +0.010 pp 0.08% -0.005 pp USD19.76 +2.4% 31 qtrs
27 ARES MANAGEMENT LLC 2.25M +191.4K (+9.3%) 45.43M +3.5M (+8.4%) 0.32% +0.026 pp 2.60% +0.692 pp USD18.74 +8.0% 39 qtrs
28 PROGENY 3, INC. 2.22M +99.0K (+4.7%) 45.01M +1.6M (+3.7%) 0.32% +0.012 pp 2.42% +0.185 pp USD18.05 +12.1% 14 qtrs
29 MUZINICH & CO., INC. 2.14M +502.5K (+30.6%) 43.34M +9.9M (+29.5%) 0.31% +0.071 pp 13.63% +0.695 pp USD19.31 +4.8% 45 qtrs
30 CITIGROUP INC 2.00M +1.0M (+100.0%) 40.46M +20.1M (+98.2%) 0.29% +0.142 pp 0.02% +0.009 pp USD21.13 -4.3% 5 qtrs
31 BORDER TO COAST PENSIONS PARTNERSHIP LTD 1.98M -25.0K (-1.3%) 40.03M -793.0K (-1.9%) 0.28% -0.005 pp 0.70% -0.014 pp USD20.67 -2.1% 16 qtrs
32 SUSQUEHANNA INTERNATIONAL GROUP, LLP 1.92M +505.1K (+35.7%) 38.80M +10.0M (+34.5%) 0.27% +0.071 pp 0.00% +0.001 pp USD20.86 -3.0% 51 qtrs
33 NOMURA ASSET MANAGEMENT CO LTD 1.76M -90.4K (-4.9%) 35.61M -2.2M (-5.7%) 0.25% -0.015 pp 0.09% -0.008 pp USD18.04 +12.1% 52 qtrs
34 CCLA INVESTMENT MANAGEMENT 1.70M -1.0M (-37.5%) 34.45M -21.1M (-38.0%) 0.24% -0.148 pp 0.55% -0.336 pp USD19.01 +6.4% 14 qtrs
35 PARALLAX VOLATILITY ADVISERS, L.P. 1.70M +10.0K (+0.6%) 34.39M -101.9K (-0.3%) 0.24% +0.000 pp 0.07% +0.016 pp USD21.16 -4.4% 12 qtrs
36 SUMITOMO MITSUI TRUST HOLDINGS, INC. 1.67M +153.7K (+10.1%) 33.81M +2.8M (+9.2%) 0.24% +0.021 pp 0.02% +0.002 pp USD16.31 +24.0% 24 qtrs
37 ALTSHULER SHAHAM LTD 1.65M +1.7M (+100.0%) 33.38M +33.4M (+100.0%) 0.24% +0.236 pp 0.51% +0.507 pp USD20.23 +0.0% 1 qtrs NEW
38 CLEARBRIDGE INVESTMENTS, LLC 1.64M +— (+0.0%) 33.27M -296.1K (-0.9%) 0.24% -0.001 pp 0.03% +0.001 pp USD19.29 +4.9% 58 qtrs
39 CAPITAL ADVISORS INC/OK 1.57M +13.1K (+0.8%) 31.73M -15.8K (0.0%) 0.22% +0.001 pp 0.51% -0.020 pp USD17.84 +13.4% 25 qtrs
40 FRANKLIN RESOURCES INC 1.51M +214.9K (+16.6%) 30.48M +4.1M (+15.6%) 0.22% +0.030 pp 0.01% +0.001 pp USD20.83 -2.9% 23 qtrs
41 CETERA INVESTMENT ADVISERS 1.47M +82.6K (+5.9%) 29.80M +1.4M (+5.0%) 0.21% +0.011 pp 0.03% 0.000 pp USD20.29 -0.3% 30 qtrs
42 GREAT WEST LIFE ASSURANCE CO /CAN/ 1.36M +484.9K (+55.2%) 27.66M +8.6M (+44.9%) 0.20% +0.069 pp 0.05% +0.021 pp USD19.95 +1.4% 32 qtrs
43 MICHAEL & SUSAN DELL FOUNDATION 1.29M +1.3M (+100.0%) 26.09M +26.1M (+100.0%) 0.18% +0.185 pp 0.90% +0.904 pp USD20.23 +0.0% 1 qtrs NEW
44 BRUNI J V & CO /CO 1.28M +3.1K (+0.2%) 25.84M -166.8K (-0.6%) 0.18% -0.001 pp 2.54% -0.088 pp USD15.36 +31.7% 64 qtrs
45 GOLDMAN SACHS GROUP INC 1.28M -1.3M (-50.3%) 25.80M -26.6M (-50.7%) 0.18% -0.187 pp 0.00% -0.003 pp USD20.61 -1.8% 73 qtrs
46 NORTHERN TRUST CORP 1.24M -180.5K (-12.7%) 25.06M -3.9M (-13.5%) 0.18% -0.027 pp 0.00% -0.001 pp USD21.55 -6.1% 51 qtrs
47 TWO SIGMA ADVISERS, LP 1.22M -1.3M (-50.8%) 24.64M -25.9M (-51.2%) 0.17% -0.182 pp 0.05% -0.053 pp USD21.76 -7.0% 51 qtrs
48 SPINNAKER TRUST 1.21M +176.0K (+17.0%) 24.50M +3.4M (+16.0%) 0.17% +0.024 pp 1.31% +0.139 pp USD21.63 -6.5% 4 qtrs
49 JANNEY MONTGOMERY SCOTT LLC 1.20M +41.1K (+3.6%) 24.25M +623.0K (+2.6%) 0.17% +0.005 pp 0.06% 0.000 pp USD19.85 +1.9% 62 qtrs
50 CI PRIVATE WEALTH, LLC 1.19M +4.1K (+0.3%) 24.15M -131.9K (-0.5%) 0.17% 0.000 pp 0.03% -0.006 pp USD20.24 0.0% 13 qtrs
51 STEPHENS INC /AR/ 1.14M -38.6K (-3.3%) 22.99M -991.6K (-4.1%) 0.16% -0.007 pp 0.29% -0.020 pp USD17.90 +13.0% 53 qtrs
52 BAIRD FINANCIAL GROUP, INC. 1.08M +102.7K (+10.6%) 21.75M +1.9M (+9.6%) 0.15% +0.014 pp 0.03% +0.002 pp USD19.53 +3.6% 34 qtrs
53 BNP PARIBAS ARBITRAGE, SNC 1.07M +403.4K (+60.2%) 21.72M +8.0M (+58.8%) 0.15% +0.057 pp 0.01% +0.003 pp USD20.94 -3.4% 43 qtrs
54 CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. 1.05M -19.4K (-1.8%) 21.27M -585.0K (-2.7%) 0.15% -0.004 pp 0.06% -0.004 pp USD18.79 +7.7% 51 qtrs
55 BALYASNY ASSET MANAGEMENT L.P. 1.01M +1.0M (+100.0%) 20.40M +20.4M (+100.0%) 0.14% +0.144 pp 0.03% +0.026 pp USD20.23 +0.0% 15 qtrs
56 SAGE ADVISORS, LLC 955.5K -78.4K (-7.6%) 19.33M -1.8M (-8.4%) 0.14% -0.012 pp 12.82% -2.306 pp USD20.45 -1.1% 9 qtrs
57 IA GLOBAL ASSET MANAGEMENT INC. 901.1K +79.7K (+9.7%) 18.23M +1.5M (+8.7%) 0.13% +0.011 pp 0.23% +0.003 pp USD21.89 -7.6% 7 qtrs
58 MARSHALL WACE, LLP 896.0K -914.1K (-50.5%) 18.13M -18.8M (-50.9%) 0.13% -0.132 pp 0.02% -0.021 pp USD20.41 -0.9% 2 qtrs
59 BARCLAYS PLC 841.6K +716.8K (+574.7%) 17.02M +14.4M (+551.8%) 0.12% +0.102 pp 0.00% +0.003 pp USD20.44 -1.0% 51 qtrs
60 TREXQUANT INVESTMENT LP 832.4K +594.9K (+250.5%) 16.84M +12.0M (+247.4%) 0.12% +0.085 pp 0.15% +0.100 pp USD20.28 -0.2% 2 qtrs
61 COMMONWEALTH EQUITY SERVICES, LLC 830.0K -258.0K (-23.7%) 16.79M -5.4M (-24.4%) 0.12% -0.038 pp 0.02% -0.006 pp USD20.72 -2.4% 8 qtrs
62 MELIA WEALTH LLC 810.2K +8.5K (+1.1%) 16.39M +28.3K (+0.2%) 0.12% +0.001 pp 7.58% +0.413 pp USD20.19 +0.2% 9 qtrs
63 CERITY PARTNERS LLC 808.6K +485.8K (+150.5%) 16.36M +9.8M (+148.3%) 0.12% +0.069 pp 0.02% +0.013 pp USD20.24 0.0% 21 qtrs
64 ENVESTNET ASSET MANAGEMENT INC 802.6K -59.8K (-6.9%) 16.24M -1.4M (-7.8%) 0.11% -0.009 pp 0.00% 0.000 pp USD19.31 +4.8% 51 qtrs
65 SIGMA INVESTMENT COUNSELORS INC 792.6K +22.1K (+2.9%) 16.03M +308.9K (+2.0%) 0.11% +0.003 pp 0.81% -0.001 pp USD20.56 -1.6% 10 qtrs
66 NEUBERGER BERMAN GROUP LLC 774.7K -8.8K (-1.1%) 15.67M -318.3K (-2.0%) 0.11% -0.002 pp 0.01% +0.000 pp USD18.14 +11.5% 52 qtrs
67 EDGEMOOR INVESTMENT ADVISORS, INC. 705.0K +934.0 (+0.1%) 14.26M -107.8K (-0.8%) 0.10% 0.000 pp 1.11% -0.002 pp USD17.62 +14.8% 60 qtrs
68 HBK INVESTMENTS L P 700.0K +550.0K (+366.7%) 14.16M +11.1M (+362.6%) 0.10% +0.079 pp 0.11% +0.078 pp USD20.55 -1.6% 6 qtrs
69 COLONY GROUP, LLC 698.9K +619.2K (+776.3%) 14.14M +12.5M (+768.3%) 0.10% +0.089 pp 0.02% +0.014 pp USD20.37 -0.7% 7 qtrs
70 TECTONIC ADVISORS LLC 662.5K +64.5K (+10.8%) 13.40M +1.2M (+9.8%) 0.09% +0.009 pp 0.71% +0.040 pp USD20.17 +0.3% 21 qtrs
71 D. E. SHAW & CO., INC. 630.3K +630.3K (+100.0%) 12.75M +12.8M (+100.0%) 0.09% +0.090 pp 0.01% +0.007 pp USD20.23 +0.0% 1 qtrs NEW
72 NAVITER WEALTH, LLC 628.2K -19.6K (-3.0%) 12.71M -550.5K (-4.2%) 0.09% -0.003 pp 1.66% +0.113 pp USD20.53 -1.5% 17 qtrs
73 LIDO ADVISORS, LLC 617.0K -7.1K (-1.1%) 12.54M -199.2K (-1.6%) 0.09% -0.002 pp 0.04% -0.002 pp USD21.09 -4.1% 18 qtrs
74 D.A. DAVIDSON & CO. 617.7K -282.2K (-31.4%) 12.50M -5.9M (-32.0%) 0.09% -0.041 pp 0.08% -0.041 pp USD18.94 +6.8% 66 qtrs
75 BALTIMORE-WASHINGTON FINANCIAL ADVISORS, INC. 613.4K +55.9K (+10.0%) 12.41M +1.0M (+9.1%) 0.09% +0.008 pp 0.52% +0.028 pp USD19.40 +4.3% 49 qtrs
76 CHICAGO PARTNERS INVESTMENT GROUP LLC 575.6K +3.7K (+0.6%) 11.96M +196.7K (+1.7%) 0.08% +0.000 pp 0.29% -0.013 pp USD18.69 +8.2% 45 qtrs
77 MILLENNIUM MANAGEMENT LLC 562.1K -988.1K (-63.7%) 11.37M -20.3M (-64.1%) 0.08% -0.143 pp 0.00% -0.009 pp USD20.13 +0.5% 15 qtrs
78 COLUMBUS MACRO, LLC 554.8K +49.8K (+9.9%) 11.22M +915.7K (+8.9%) 0.08% +0.007 pp 1.23% +0.056 pp USD21.59 -6.3% 5 qtrs
79 PALISADE CAPITAL MANAGEMENT, LP 551.8K -12.7K (-2.2%) 11.16M -358.1K (-3.1%) 0.08% -0.002 pp 0.33% +0.018 pp USD18.15 +11.5% 55 qtrs
80 LSV ASSET MANAGEMENT 544.1K -206.0K (-27.5%) 11.01M -4.3M (-28.1%) 0.08% -0.030 pp 0.02% -0.010 pp USD17.87 +13.2% 59 qtrs
81 BELL BANK 534.6K +4.4K (+0.8%) 10.81M -6.6K (-0.1%) 0.08% +0.000 pp 0.46% -0.007 pp USD20.42 -0.9% 17 qtrs
82 LGT GROUP FOUNDATION 518.3K +9.4K (+1.9%) 10.52M +272.9K (+2.7%) 0.07% +0.001 pp 0.11% -0.003 pp USD21.89 -7.6% 5 qtrs
83 GILBERT & COOK, INC. 501.4K -271.8K (-35.2%) 10.14M -5.6M (-35.7%) 0.07% -0.040 pp 1.27% -0.753 pp USD18.31 +10.5% 34 qtrs
84 STEWARD PARTNERS INVESTMENT ADVISORY, LLC 491.6K -6.1K (-1.2%) 9.94M -213.2K (-2.1%) 0.07% -0.001 pp 0.05% -0.004 pp USD20.27 -0.2% 36 qtrs
85 QUBE RESEARCH & TECHNOLOGIES LTD 488.5K -405.3K (-45.3%) 9.88M -8.4M (-45.8%) 0.07% -0.059 pp 0.01% -0.009 pp USD20.85 -3.0% 20 qtrs
86 VISTA FINANCE, LLC 485.9K -120.8K (-19.9%) 9.83M -2.6M (-20.6%) 0.07% -0.018 pp 6.50% -1.723 pp USD21.91 -7.7% 5 qtrs
87 XTX TOPCO LTD 482.9K +482.9K (+100.0%) 9.77M +9.8M (+100.0%) 0.07% +0.069 pp 0.26% +0.257 pp USD20.23 +0.0% 1 qtrs NEW
88 CIBC PRIVATE WEALTH GROUP, LLC 467.3K -17.6K (-3.6%) 9.45M -444.2K (-4.5%) 0.07% -0.003 pp 0.02% -0.001 pp USD18.61 +8.7% 48 qtrs
89 SCS CAPITAL MANAGEMENT LLC 453.7K -886.0 (-0.2%) 9.18M -99.7K (-1.1%) 0.06% -0.001 pp 0.10% -0.004 pp USD22.16 -8.7% 4 qtrs
90 STATE STREET CORP 449.3K +71.9K (+19.1%) 9.09M +1.4M (+18.0%) 0.06% +0.010 pp 0.00% +0.000 pp USD20.89 -3.2% 51 qtrs
91 GRITSTONE ASSET MANAGEMENT LLC 446.9K +101.0 (+0.0%) 9.04M -78.4K (-0.9%) 0.06% 0.000 pp 8.63% -0.752 pp USD21.89 -7.6% 5 qtrs
92 QUANTBOT TECHNOLOGIES LP 446.6K +354.1K (+382.9%) 9.03M +7.1M (+378.7%) 0.06% +0.051 pp 0.30% +0.249 pp USD20.59 -1.7% 21 qtrs
93 INVESCO LTD. 442.9K -2.3M (-83.9%) 8.96M -47.3M (-84.1%) 0.06% -0.334 pp 0.00% -0.008 pp USD21.81 -7.2% 57 qtrs
94 KESTRA ADVISORY SERVICES, LLC 442.9K +12.1K (+2.8%) 8.96M +166.8K (+1.9%) 0.06% +0.001 pp 0.04% -0.003 pp USD18.79 +7.7% 22 qtrs
95 ADVISORS ASSET MANAGEMENT, INC. 430.7K -12.2K (-2.8%) 8.71M -326.8K (-3.6%) 0.06% -0.002 pp 0.15% -0.007 pp USD18.52 +9.2% 62 qtrs
Ownership breakdown by holder

Insider Activity

Insider Activity — Latest Quarter
Ratio by transactions
0.00
Bearish
Buys
4
Sells
0
Shares acquired
36.7K
Shares disposed
Cash buys
4.00
Cash sales
Net activity
+36,686
Insider buys vs sells (history) From To
Recent insider transactions From To
Date Person Role Transaction A/D Security Shares Price Value Owned after D/I Filing
2026-02-09 MARKOWICZ JANA Officer P-Purchase A Common Stock 15,000 19.20 288.0K 25,176 D
2026-02-06 Lem Scott C Officer P-Purchase A Common Stock 5,186 19.29 100.0K 39,463 D
2026-02-05 SCHNABEL MICHAEL KORT Officer P-Purchase A Common Stock 12,500 19.13 239.1K 40,500 D
2026-02-05 HENSON MARY BETH Director P-Purchase A Common Stock 4,000 19.14 76.6K 31,913 D
2025-10-31 SCHNABEL MICHAEL KORT Officer P-Purchase A Common Stock 13,000 20.39 265.1K 28,000 D
2025-09-30 Fitzgerald Ian Officer Common Stock 0 0.00 13,031 D
2025-03-03 Miller James Robert Officer P-Purchase A Common Stock 40,000 23.32 932.8K 40,000 D
2025-02-18 Arougheti Michael J Director / Officer G-Gift D Common Stock 300,172 0.00 2,016,785 D
2025-02-11 Bates Ann Torre Director P-Purchase A Common Stock 6,000 22.75 136.5K 30,000 D
2024-10-24 Miller James Robert Officer Common Stock 0 0.00 11,036 D
2024-02-15 Cho Paul Won Jae Officer D Common Stock 0 0.00 270
2023-05-02 SCHNABEL MICHAEL KORT Officer P-Purchase A Common Stock 15,000 17.84 267.6K 15,000
2023-03-16 ROLL PENELOPE F Officer P-Purchase A Common Stock 3,000 17.44 52.3K 60,500
2023-03-15 ROLL PENELOPE F Officer P-Purchase A Common Stock 3,000 17.50 52.5K 57,500
2023-01-18 MARKOWICZ JANA Officer D Common Stock 0 0.00 10,176
2022-12-31 Rosenthal Bennett Director 0 0.00 0
2022-10-20 SCHNABEL MICHAEL KORT 0
2022-09-14 ROLL PENELOPE F Officer P-Purchase A Common Stock 2,500 19.04 47.6K 54,500
2022-08-31 HENSON MARY BETH Director P-Purchase A Common Stock 9,000 19.77 177.9K 20,000
2022-08-03 ROLL PENELOPE F Officer P-Purchase A Common Stock 25,000 19.77 494.3K 52,000
2022-07-21 ARES MANAGEMENT LLC 10% Owner I Class A Common Stock 0 0.00 3,059,533
2022-06-15 McKeever Steven B. Director P-Purchase A Common Stock 2,775 17.95 49.8K 44,944
2022-06-14 Arougheti Michael J Officer P-Purchase A Common Stock 300,000 17.75 5.33M 1,782,709
2022-06-01 HENSON MARY BETH Director P-Purchase A Common Stock 5,000 19.62 98.1K 11,000
2022-05-19 Smith Michael Lewis Officer P-Purchase A Common Stock 54,000 18.64 1.01M 89,000
2022-03-14 HENSON MARY BETH Director P-Purchase A Common Stock 6,000 20.05 120.3K 6,000
2022-03-04 HENSON MARY BETH Director 0 0.00 0
2021-12-14 ROLL PENELOPE F Officer S-Sale D Common Stock 25,805 19.96 515.1K 27,000
2020-12-31 deVeer R. Kipp Director / Officer 0 0.00 0
2020-11-23 ROLL PENELOPE F Officer S-Sale D Common Stock 7,000 16.54 115.8K 52,805
2020-10-30 Bloomstein Joshua M Officer P-Purchase A Common Stock 3,000 13.75 41.3K 16,500
2020-10-28 deVeer R. Kipp Director / Officer P-Purchase A Common Stock 75,000 13.98 1.05M 300,000
2020-10-28 Bloomstein Joshua M Officer P-Purchase A Common Stock 2,000 13.82 27.6K 13,500
2020-10-28 Arougheti Michael J Director / Officer P-Purchase A Common Stock 10,000 13.92 139.2K 1,308,080
2020-09-14 Smith Michael Lewis Officer P-Purchase A Common Stock 35,000 14.25 498.8K 35,000
2020-09-11 SIEGEL ERIC B Director P-Purchase A Common Stock 1,816 14.50 26.3K 42,732
2020-09-11 PARKS MICHAEL K Director P-Purchase A Common Stock 2,500 14.58 36.5K 21,199
2020-09-09 PARKS MICHAEL K Director P-Purchase A Common Stock 5,000 14.10 70.5K 18,699
2020-08-19 Rosen Robert L Director P-Purchase A Common Stock 5,000 14.17 70.9K 48,006
2020-08-18 Rosen Robert L Director P-Purchase A Common Stock 2,500 14.38 36.0K 43,006
2020-08-18 PARKS MICHAEL K Director P-Purchase A Common Stock 2,000 14.23 28.5K 13,699
2020-08-17 Rosen Robert L Director P-Purchase A Common Stock 2,500 14.22 35.6K 40,506
2020-08-17 PARKS MICHAEL K Director P-Purchase A Common Stock 3,000 14.31 42.9K 11,699
2020-06-12 PARKS MICHAEL K Director P-Purchase A Common Stock 2,000 14.62 29.2K 8,521
2020-06-11 PARKS MICHAEL K Director P-Purchase A Common Stock 2,000 14.71 29.4K 6,521
2020-05-06 ROLL PENELOPE F Officer P-Purchase A Common Stock 500 13.28 6.6K 59,805
2020-03-13 McKeever Steven B. Director P-Purchase A Common Stock 1,800 13.71 24.7K 34,107
2020-03-12 ROLL PENELOPE F Officer P-Purchase A Common Stock 1,000 14.34 14.3K 59,305
2020-03-12 McKeever Steven B. Director P-Purchase A Common Stock 3,375 14.57 49.2K 32,307
2019-12-05 McKeever Steven B. Director P-Purchase A Common Stock 3,000 18.75 56.3K 28,322
2019-11-21 PARKS MICHAEL K Director D Common Stock 0 0.00 4,263
2019-11-01 BARTLETT STEVE Director P-Purchase A Common Stock 542 18.39 10.0K 27,276
2019-10-31 BARTLETT STEVE Director P-Purchase A Common Stock 14,177 18.35 260.1K 26,734
2019-08-14 McKeever Steven B. Director P-Purchase A Common Stock 5,425 18.42 99.9K 24,795
2019-08-06 ROLL PENELOPE F Officer P-Purchase A Common Stock 2,000 18.36 36.7K 58,305
2019-08-01 Kelly Daniel G Jr Director P-Purchase A Common Stock 6,000 18.44 110.6K 30,510
2019-06-20 BARTLETT STEVE Director P-Purchase A Common Stock 200 18.00 3.6K 12,273
2019-06-10 Kelly Daniel G Jr Director P-Purchase A Common Stock 4,500 18.01 81.0K 23,945
2019-05-20 BARTLETT STEVE Director P-Purchase A Common Stock 200 17.77 3.6K 12,073
2019-05-15 Torre Bates Ann Director P-Purchase A Common Stock 4,000 17.61 70.4K 24,000
2019-05-13 McKeever Steven B. Director P-Purchase A Common Stock 5,640 17.52 98.8K 19,370
2019-04-22 BARTLETT STEVE Director P-Purchase A Common Stock 200 17.32 3.5K 11,600
2019-03-20 BARTLETT STEVE Director P-Purchase A Common Stock 200 16.95 3.4K 11,400
2019-02-20 BARTLETT STEVE Director P-Purchase A Common Stock 200 17.12 3.4K 11,200
2019-01-22 BARTLETT STEVE Director P-Purchase A Common Stock 200 16.17 3.2K 11,000
2018-12-20 BARTLETT STEVE Director P-Purchase A Common Stock 200 15.40 3.1K 10,800
2018-12-14 deVeer R. Kipp Director / Officer P-Purchase A Common Stock 50,000 16.02 801.0K 225,000
2018-11-20 ROLL PENELOPE F Officer S-Sale D Common Stock 6,000 16.76 100.6K 56,305
2018-11-20 BARTLETT STEVE Director P-Purchase A Common Stock 200 17.08 3.4K 10,600
2018-10-22 BARTLETT STEVE Director P-Purchase A Common Stock 200 16.30 3.3K 10,400
2018-09-20 BARTLETT STEVE Director P-Purchase A Common Stock 200 17.18 3.4K 10,200
2018-09-12 SIEGEL ERIC B Director P-Purchase A Common Stock 990 17.32 17.1K 2,072
2018-08-29 Torre Bates Ann Director P-Purchase A Common Stock 9,000 17.44 157.0K 20,000
2018-08-20 BARTLETT STEVE Director P-Purchase A Common Stock 200 17.36 3.5K 10,000
2018-05-21 BARTLETT STEVE Director P-Purchase A Common Stock 200 16.59 3.3K 9,800
2018-04-23 BARTLETT STEVE Director P-Purchase A Common Stock 200 16.02 3.2K 9,600
2018-03-26 BARTLETT STEVE Director P-Purchase A Common Stock 200 15.96 3.2K 9,400
2018-03-15 Arougheti Michael J Director / Officer P-Purchase A Common Stock 25,000 15.60 390.0K 984,535
2018-02-26 BARTLETT STEVE Director P-Purchase A Common Stock 200 15.89 3.2K 9,200
2018-02-15 ROLL PENELOPE F Officer P-Purchase A Common Stock 3,000 15.81 47.4K 11,147
2018-01-23 BARTLETT STEVE Director P-Purchase A Common Stock 200 16.21 3.2K 9,000
2017-12-21 BARTLETT STEVE Director P-Purchase A Common Stock 200 15.73 3.1K 8,800
2017-11-21 BARTLETT STEVE Director P-Purchase A Common Stock 200 16.32 3.3K 8,600
2017-11-03 Arougheti Michael J Director P-Purchase A Common Stock 8,365 15.85 132.6K 937,054
2017-10-25 BARTLETT STEVE Director P-Purchase A Common Stock 200 16.60 3.3K 8,400
2017-09-25 BARTLETT STEVE Director P-Purchase A Common Stock 200 15.77 3.2K 8,200
2017-08-24 BARTLETT STEVE Director P-Purchase A Common Stock 200 16.12 3.2K 8,000
2017-07-24 BARTLETT STEVE Director P-Purchase A Common Stock 200 16.48 3.3K 7,800
2017-06-22 BARTLETT STEVE Director P-Purchase A Common Stock 200 16.21 3.2K 7,600
2017-03-16 BARTLETT STEVE Director P-Purchase A Common Stock 200 17.29 3.5K 7,400
2016-12-20 BARTLETT STEVE Director P-Purchase A Common Stock 200 16.00 3.2K 7,200
2016-11-21 BARTLETT STEVE Director P-Purchase A Common Stock 200 15.78 3.2K 7,000
2016-11-04 Kelly Daniel G Jr Director P-Purchase A Common Stock 7,500 15.33 115.0K 15,391
2016-10-20 BARTLETT STEVE Director P-Purchase A Common Stock 200 15.37 3.1K 6,800
2016-09-20 BARTLETT STEVE Director P-Purchase A Common Stock 200 15.60 3.1K 6,600
2016-08-22 BARTLETT STEVE Director P-Purchase A Common Stock 200 15.72 3.1K 6,400
2016-08-15 Goldstein Mitchell S Officer P-Purchase A Common Stock 6,472 15.45 100.0K 195,358
2016-07-20 BARTLETT STEVE Director P-Purchase A Common Stock 200 14.77 3.0K 6,200
2016-06-20 BARTLETT STEVE Director P-Purchase A Common Stock 200 14.20 2.8K 6,000
2016-05-20 BARTLETT STEVE Director P-Purchase A Common Stock 200 15.12 3.0K 5,800
2016-05-12 Kelly Daniel G Jr Director I Common Stock 0 0.00 7,500
2016-04-20 BARTLETT STEVE Director P-Purchase A Common Stock 200 15.05 3.0K 5,600
2016-03-21 BARTLETT STEVE Director P-Purchase A Common Stock 200 14.26 2.9K 5,400
2016-03-11 deVeer R. Kipp Director / Officer P-Purchase A Common Stock 40,000 13.90 556.0K 175,000
2016-03-08 Lem Scott C Officer P-Purchase A Common Stock 1,800 14.00 25.2K 16,287
2016-02-26 Arougheti Michael J Director / Officer P-Purchase A Common Stock 90,000 13.55 1.22M 786,876
2016-02-25 Goldstein Mitchell S Officer P-Purchase A Common Stock 19,200 12.97 249.0K 182,740
2016-02-22 BARTLETT STEVE Director P-Purchase A Common Stock 100 12.85 1.3K 5,200
2016-01-20 BARTLETT STEVE Director P-Purchase A Common Stock 100 13.20 1.3K 5,100
2015-12-31 deVeer R. Kipp Director / Officer 0 0.00 0
2015-12-21 BARTLETT STEVE Director P-Purchase A Common Stock 100 14.08 1.4K 5,000
2015-12-14 SIEGEL ERIC B Director P-Purchase A Common Stock 5,110 13.87 70.9K 24,397
2015-11-20 BARTLETT STEVE Director P-Purchase A Common Stock 100 15.74 1.6K 4,900
2015-10-20 BARTLETT STEVE Director P-Purchase A Common Stock 100 15.22 1.5K 4,800
2015-09-21 BARTLETT STEVE Director P-Purchase A Common Stock 100 14.80 1.5K 4,700
2015-09-14 Torre Bates Ann Director P-Purchase A Common Stock 8,126 14.87 120.8K 11,000
2015-08-26 Goldstein Mitchell S Officer P-Purchase A Common Stock 6,760 14.80 100.0K 157,891
2015-08-24 Smith Michael Lewis Officer P-Purchase A Common Stock 25,000 14.73 368.3K 151,012
2015-08-24 ROLL PENELOPE F Officer P-Purchase A Common Stock 2,500 14.50 36.3K 62,305
2015-08-21 ROLL PENELOPE F Officer P-Purchase A Common Stock 4,500 15.55 70.0K 59,805
2015-08-21 Lem Scott C Officer P-Purchase A Common Stock 1,275 15.52 19.8K 13,801
2015-08-20 ROLL PENELOPE F Officer P-Purchase A Common Stock 500 15.82 7.9K 55,305
2015-08-20 BARTLETT STEVE Director P-Purchase A Common Stock 100 15.82 1.6K 4,600
2015-08-14 McKeever Steven B. Director P-Purchase A Common Stock 1,835 16.13 29.6K 10,300
2015-08-07 Arougheti Michael J Director P-Purchase A Common Stock 10,000 15.84 158.4K 678,817
2015-08-06 Arougheti Michael J Director P-Purchase A Common Stock 25,000 15.96 399.0K 668,817
2015-08-05 ROLL PENELOPE F Officer P-Purchase A Common Stock 2,500 15.98 40.0K 54,805
2015-08-05 Lem Scott C Officer P-Purchase A Common Stock 1,250 16.00 20.0K 12,526
2015-08-05 Goldstein Mitchell S Officer P-Purchase A Common Stock 6,235 16.00 99.8K 151,131
2015-07-20 BARTLETT STEVE Director P-Purchase A Common Stock 100 16.48 1.6K 4,500
2015-06-22 BARTLETT STEVE Director P-Purchase A Common Stock 100 16.61 1.7K 4,400
2015-05-20 BARTLETT STEVE Director P-Purchase A Common Stock 100 16.65 1.7K 4,300
2015-04-20 BARTLETT STEVE Director P-Purchase A Common Stock 100 17.10 1.7K 4,200
2015-03-20 BARTLETT STEVE Director P-Purchase A Common Stock 100 16.98 1.7K 4,100
2015-03-12 Rosen Robert L Director P-Purchase A Common Stock 2,500 16.87 42.2K 35,000
2015-03-11 Rosen Robert L Director P-Purchase A Common Stock 5,000 16.72 83.6K 32,500
2015-03-06 Rosen Robert L Director P-Purchase A Common Stock 2,500 17.61 44.0K 27,500
2015-03-05 Rosen Robert L Director P-Purchase A Common Stock 2,500 17.53 43.8K 25,000
2015-03-04 Rosen Robert L Director P-Purchase A Common Stock 2,500 17.39 43.5K 22,500
2015-03-03 Rosen Robert L Director P-Purchase A Common Stock 2,500 17.47 43.7K 20,000
2015-03-02 Rosen Robert L Director P-Purchase A Common Stock 2,500 17.37 43.4K 17,500
2015-02-20 BARTLETT STEVE Director P-Purchase A Common Stock 100 16.99 1.7K 4,000
2015-01-20 BARTLETT STEVE Director P-Purchase A Common Stock 100 15.97 1.6K 3,900
2014-12-22 BARTLETT STEVE Director P-Purchase A Common Stock 100 15.90 1.6K 3,800
2014-12-15 ROLL PENELOPE F Officer P-Purchase A Common Stock 2,000 15.04 30.1K 52,305
2014-12-10 McKeever Steven B. Director P-Purchase A Common Stock 6,100 16.14 98.5K 7,907
2014-12-04 Lem Scott C Officer P-Purchase A Common Stock 1,250 16.00 20.0K 10,463
2014-11-26 Lem Scott C Officer P-Purchase A Common Stock 1,225 16.33 20.0K 9,213
2014-11-20 BARTLETT STEVE Director P-Purchase A Common Stock 100 16.31 1.6K 3,700
2014-11-05 ROLL PENELOPE F Officer P-Purchase A Common Stock 3,000 16.14 48.4K 50,305
2014-11-05 Lem Scott C Officer P-Purchase A Common Stock 625 16.21 10.1K 7,988
2014-11-05 Bloomstein Joshua M Officer P-Purchase A Common Stock 2,500 16.20 40.5K 11,500
2014-11-05 Arougheti Michael J Director / Officer P-Purchase A Common Stock 60,000 16.20 972.0K 643,817
2014-10-20 BARTLETT STEVE Director P-Purchase A Common Stock 100 15.94 1.6K 3,600
2014-09-22 BARTLETT STEVE Director P-Purchase A Common Stock 100 16.35 1.6K 3,500
2014-08-20 BARTLETT STEVE Director P-Purchase A Common Stock 100 16.93 1.7K 3,400
2014-08-07 deVeer R. Kipp Officer P-Purchase A Common Stock 10,000 16.51 165.1K 106,012
2014-08-07 Lem Scott C Officer P-Purchase A Common Stock 300 16.54 5.0K 7,231
2014-08-06 ROLL PENELOPE F Officer P-Purchase A Common Stock 6,000 16.43 98.6K 47,305
2014-08-06 Lem Scott C Officer P-Purchase A Common Stock 300 16.48 4.9K 6,931
2014-08-06 Bloomstein Joshua M Officer P-Purchase A Common Stock 1,500 16.41 24.6K 9,000
2014-07-21 BARTLETT STEVE Director P-Purchase A Common Stock 100 17.02 1.7K 3,300
2014-06-20 BARTLETT STEVE Director P-Purchase A Common Stock 100 17.30 1.7K 3,200
2014-05-30 Lem Scott C Officer P-Purchase A Common Stock 287 17.24 4.9K 6,492
2014-05-20 BARTLETT STEVE Director P-Purchase A Common Stock 100 17.09 1.7K 3,100
2014-05-16 Lem Scott C Officer P-Purchase A Common Stock 300 16.81 5.0K 6,205
2014-05-15 Smith Michael Lewis Officer P-Purchase A Common Stock 10,000 16.75 167.5K 126,012
2014-05-13 Bloomstein Joshua M Officer P-Purchase A Common Stock 5,000 16.61 83.1K 7,500
2014-05-09 Arougheti Michael J Director / Officer P-Purchase A Common Stock 50,000 16.60 830.0K 583,817
2014-04-21 BARTLETT STEVE Director P-Purchase A Common Stock 100 17.24 1.7K 3,000
2014-03-20 BARTLETT STEVE Director P-Purchase A Common Stock 100 17.36 1.7K 2,900
2014-03-07 Lem Scott C Officer P-Purchase A Common Stock 275 17.88 4.9K 5,764
2013-12-23 deVeer R. Kipp Officer J-Other A Common Stock 36,012 0.00 96,012
2013-12-23 Smith Michael Lewis Officer J-Other A Common Stock 36,012 0.00 116,012
2013-12-23 Rosenthal Bennett Director J-Other A Common Stock 180,138 0.00 255,138
2013-12-23 RESSLER ANTONY P Director J-Other A Common Stock 1,003,568 0.00 1,003,568
2013-12-23 Goldstein Mitchell S Officer J-Other A Common Stock 36,012 0.00 126,627
2013-12-23 Beckman Eric B Officer J-Other A Common Stock 1,307 0.00 180,865
2013-12-23 Arougheti Michael J Director / Officer J-Other A Common Stock 180,138 0.00 533,817
2013-12-05 Lem Scott C Officer D Common Stock 0 0.00 5,359
2013-12-03 McKeever Steven B. Director P-Purchase A Common Stock 1,650 18.16 30.0K 1,650
2013-10-21 BARTLETT STEVE Director P-Purchase A Common Stock 100 17.40 1.7K 2,800
2013-09-20 BARTLETT STEVE Director P-Purchase A Common Stock 100 17.50 1.8K 2,700
2013-08-20 BARTLETT STEVE Director P-Purchase A Common Stock 100 17.18 1.7K 2,600
2013-07-24 BARTLETT STEVE Director P-Purchase A Common Stock 100 17.50 1.8K 2,500
2013-06-20 BARTLETT STEVE Director P-Purchase A Common Stock 100 16.64 1.7K 2,400
2013-05-29 BARTLETT STEVE Director P-Purchase A Common Stock 100 17.50 1.8K 2,300
2013-05-02 deVeer R. Kipp Officer D Common Stock 0 0.00 60,000
2013-05-02 Smith Michael Lewis Officer D Common Stock 0 0.00 80,000
2013-05-02 Goldstein Mitchell S Officer D Common Stock 0 0.00 86,602
2013-05-02 Beckman Eric B Officer I Common Stock 0 0.00 13,215
2013-04-22 BARTLETT STEVE Director P-Purchase A Common Stock 100 17.19 1.7K 2,200
2012-12-20 BARTLETT STEVE Director P-Purchase A Common Stock 100 17.48 1.7K 2,100
2012-11-13 BARTLETT STEVE Director P-Purchase A Common Stock 1,000 16.89 16.9K 2,000
2012-10-31 BARTLETT STEVE Director D Common Stock 0 0.00 1,000
2012-09-07 McKeever Steven B. Director 0 0.00 0
2012-06-04 RESSLER ANTONY P Director P-Purchase A Common Stock 153,250 14.93 2.29M 983,250
2012-06-01 RESSLER ANTONY P Director P-Purchase A Common Stock 180,000 15.01 2.70M 830,000
2012-05-15 Torre Bates Ann Director S-Sale D Common Stock 227 15.27 3.5K 0
2012-05-09 Arougheti Michael J Director / Officer P-Purchase A Common Stock 100,000 15.39 1.54M 353,679

Executive team

Top executives
EBIT / Employee
1.83M
Shares Outstanding
718.02M

Executive compensation

Executive compensation (annual)

Executive compensation not available.

CEO compensation breakdown

No CEO compensation history available.

Proxy statements

Proxy statements (DEF 14A)
Filing date Form type Filing
2026-05-15 DEFA14A
2026-05-15 DEFA14A
2026-05-15 DEF 14A
2026-05-01 PRE 14A
2026-04-23 DEFA14A
2026-03-05 DEFA14A
2026-03-05 DEFA14A
2026-03-05 DEF 14A
2025-07-03 DEFA14A
2025-05-16 DEFA14A
2025-05-16 DEFA14A
2025-05-16 DEF 14A
2025-04-30 PRE 14A
2025-04-30 DEFA14A
2025-03-10 DEFA14A
2025-03-10 DEFA14A
2025-03-10 DEF 14A

Recent SEC filings

Recent SEC filings
Filing date Form type Filing
2026-05-26 8-K
2026-05-15 DEFA14A
2026-05-15 DEFA14A
2026-05-15 DEF 14A
2026-05-11 8-K
2026-05-08 8-K
2026-05-06 424B2
2026-05-04 FWP
2026-05-04 497AD
2026-05-04 497AD

Executive team

NameTitleCompensationGender
Bennett Rosenthal Co-Founder, Director, Partner & Chairman of Private Equity Group male
David A. Sachs Partner male
Ian Fitzgerald Vice President, General Counsel & Secretary male
James Miller President & Co-Head of U.S. Direct Lending male
Jana Markowicz Chief Operating Officer female
John W. Stilmar Partner & Co-Head of Public Markets Investor Relations male
Kort Schnabel CEO & Co-Head of U.S. Direct Lending male
Lisa A. Morgan Chief Compliance Officer female
Mark R. Affolter Partner for U.S. Direct Lending male
Michael A. Dieber Partner & Head of Portfolio Management male
Michael J. Arougheti Executive Vice President & Director male
Mitchell S. Goldstein Co-Chairman, Partner & Co-Head of Ares Credit Group male
ESG Rating
A-
ASSET MANAGEMENT
Rank: 12 out of 229
2014
E (Environmental)
56.8 / 67.2
Company / Sector avg.
S (Social)
67.5 / 77.3
Company / Sector avg.
G (Governance)
67.5 / 74.6
Company / Sector avg.
ESG Total
63.9 / 73.0
Company / Sector avg.
ESG Score History ASSET MANAGEMENT
Benchmark vs Sector
Political Trading Activity (25M)
Senate Trading Activity
Transaction Date Disclosed Senator State Owner Type Amount Link
2025-09-09 2025-10-07 John Fetterman PA Purchase $1,001 - $15,000
2025-09-04 2025-10-07 John Fetterman PA Sale $1,001 - $15,000
2025-04-04 2025-05-14 Ashley Moody Self Purchase $15,001 - $50,000
2025-02-18 2025-03-12 John Fetterman PA Purchase $1,001 - $15,000
2022-01-18 2022-02-03 Thomas R. Carper DE Spouse Sale (Partial) $1,001 - $15,000
2020-07-09 2020-08-04 Thomas R. Carper DE Spouse Sale (Partial) $1,001 - $15,000
2020-04-02 2020-05-04 Thomas R. Carper DE Spouse Purchase $1,001 - $15,000
2017-11-13 2017-12-08 Gary Peters MI Self Purchase $1,001 - $15,000
2017-08-31 2017-09-06 Thomas R. Carper DE Spouse Sale (Partial) $1,001 - $15,000
2017-06-27 2017-07-13 Gary Peters MI Self Purchase $1,001 - $15,000
2014-05-07 2014-05-16 Susan M. Collins ME Spouse Sale (Full) $1,001 - $15,000
House Trading Activity
Transaction Date Disclosed Representative District Owner Type Amount Link
2023-11-01 2023-11-07 Pete Sessions TX17 Spouse Sale (Full) $1,001 - $15,000
2023-10-06 2023-10-13 Pete Sessions TX17 Self Purchase $569.25
2023-10-06 2023-10-13 Pete Sessions TX17 Spouse Purchase $0 - $1,000
2023-08-15 2023-08-17 Pete Sessions TX17 Self Purchase $155.92
2023-08-15 2023-08-17 Pete Sessions TX17 Spouse Purchase $0 - $1,000
2023-07-14 2023-07-15 Pete Sessions TX17 Self Purchase $240.80
2023-07-14 2023-07-15 Pete Sessions TX17 Spouse Purchase $0 - $1,000
2023-05-25 2023-06-06 Zoe Lofgren CA18 Spouse Sale $1,001 - $15,000
2021-09-02 2021-10-07 Zoe Lofgren CA19 Spouse Purchase $1,001 - $15,000
2021-04-20 2021-05-03 Pete Sessions TX17 Purchase $1,001 - $15,000
2020-03-23 2020-04-11 Zoe Lofgren CA19 Spouse Sale (Full) $1,001 - $15,000
2020-01-15 2020-01-20 Mo Brooks AL05 Joint Sale (Full) $1,001 - $15,000
2019-08-29 2019-09-21 Alan S. Lowenthal CA47 Spouse Sale (Partial) $1,001 - $15,000
2019-08-28 2019-09-21 Alan S. Lowenthal CA47 Spouse Sale (Partial) $1,001 - $15,000
2019-08-27 2019-09-01 Alan S. Lowenthal CA47 Spouse Sale (Partial) $50,001 - $100,000
2018-12-27 2019-02-02 Greg Gianforte MT00 Joint Purchase $50,001 - $100,000
2018-04-30 2018-05-14 Thomas J. Rooney Fl17 Sale (Partial) $15,001 - $50,000
Market share among peers
Peer comparison — filtered group (TTM)
Your opinion

Share your view on this stock and instantly see how the community has voted over the last 6 months.

These are community opinions and do not constitute buy or sell advice to act on. The results shown are based on aggregated opinions and are not an investment recommendation, nor do they intend to influence any investment decision.

Dividend yield history

Dividend history

Earnings history

Earnings reports

Stock splits