BDC Weekly
BDC Weekly: Capital Is Available. It Is Not Cheap.
ARCC bought fixed-rate time. CSWC expanded flexible capacity. Both deals show that capital remains available to established BDCs, but nobody is handing it out cheaply.
Ares Capital
BDC Weekly
BDC Weekly: Income Held. Portfolio Growth Did Not.
The BDC income engine is still working. The harder question is whether lenders can replace repayments, protect NAV, and capture new financing demand without weakening underwriting.
ARCC
Ares Capital Q2 2026: The Dividend Held, but NAV and Credit Quality Weakened
ARCC covered the dividend in Q2, but the quarter's more important signal was weaker asset-value and credit quality beneath stable core earnings.
BDC Weekly
BDC Weekly: The Funding Test Is Hitting Private Credit
Hercules kept lending, Main Street and Blue Owl worked the liability side, Prospect priced new notes, and Ares put Q2 earnings on the clock. The BDC story is shifting from headline yield to funding power.
ARCC
Ares Capital (ARCC) Q1 2026 Deep Dive: The Benchmark BDC Has Less Cushion Than The Brand Suggests
ARCC still looks like one of the strongest public BDCs. That is exactly why Q1 matters: the benchmark private-credit machine now has less dividend cushion than the brand suggests.