Patriot Investment Management Group 13F: New $545K Stake in ARCC
Patriot Investment Management Group initiated a new holding in business development company Ares Capital Corporation, picking up 28,531 shares.
Reviewed by automated data checks against the source filing. How we make and check alerts
Patriot Investment Management Group opened a new position of 28,531 shares in Ares Capital Corporation ($ARCC), according to a 13F filing with the SEC dated October 15, 2026. It reported 28,531 shares worth $544,938 at the end of the quarter.
Since the filing, $ARCC is down 1.1% to date (from the $18.92 close on Oct 15, 2026).
Find the original: Patriot Investment Management Group 13F filings on SEC EDGAR
Key Points
- Patriot Investment Management Group opened a new position in Ares Capital Corporation, acquiring 28,531 shares worth approximately $544,938.
- Ares Capital Corporation recently traded around $18.70 and prepares to report its quarterly earnings on October 27, 2026.
- Other major institutional investors adjusted their holdings during the period, with Morgan Stanley growing its stake to 17,022,990 shares.
Get $ARCC trade alerts by text
We text you when insiders, Congress or big funds trade $ARCC. Free.
Not investment advice. EarningsIQ is not a registered investment adviser, and this automated Ares Capital Corporation alert may contain errors. Disclosures
New Position Taken in Ares Capital Corporation
Patriot Investment Management Group established a brand-new stake in Ares Capital Corporation (NasdaqGS: ARCC), according to a Form 13F filing with the U.S. Securities and Exchange Commission on October 15, 2026. The firm picked up 28,531 shares of the asset management company. The reported value of the new holding stood at approximately $544,938.
Institutional 13F reports are backward-looking documents that reveal holdings as of the end of a prior quarter, meaning this purchase may not reflect the fund's current daily holdings.
Other Institutional Activity in Ares Capital Corporation
Other major financial institutions also adjusted their positions in Ares Capital Corporation during recent reporting periods. Morgan Stanley grew its holdings by 668,883 shares, ending with 17,022,990 shares worth about $318,670,361. UBS Group AG reduced its stake by 538,324 shares, leaving it with 13,778,805 shares valued at roughly $257,939,220. Van Eck Associates Corporation grew its holdings by 2,419,092 shares, ending with 13,306,095 shares worth about $249,090,089. STRS Ohio grew its holdings by 157,494 shares, ending with 10,657,085 shares worth about $199,500,623. Finally, Bank of America Corporation reduced its stake by 200,062 shares, leaving it with 8,935,191 shares valued at roughly $167,266,769.
Ares Capital Corporation Stock Down 1.2%
Shares of Ares Capital Corporation recently traded around $18.70 as of October 16, 2026. The stock sits below its 50-day moving average of $19.49 and below its 200-day moving average of $19.12. Over the past year, the shares have traded between a low of $17.40 and a high of $21.14.
Recent Earnings
For its trailing twelve months, Ares Capital Corporation reported $3,105,999,872 in revenue and earnings per share of $1.34. The company generated a net profit margin of 30.9% and a return on equity of 6.9%. The company's next earnings report is scheduled for release on October 27, 2026.
Dividend
Investors in Ares Capital Corporation receive an annual dividend rate of $1.92 per share, which translates to a dividend yield of 10.15%. The company's dividend payout ratio stands at 143.3%.
Insider Buying and Selling at Ares Capital Corporation
Company insiders were active in the stock earlier in the year. On February 5, 2026, Director Mary Beth Henson bought 4,000 shares at an average price of $19.14 for a total value of $76,560. On the same day, Chief Executive Officer Michael Kort Schnabel bought 12,500 shares at $19.13 per share, totaling $239,125. On February 6, 2026, Chief Financial Officer Scott C Lem bought 5,186 shares at $19.29 for a total of $100,038. Later, on February 9, 2026, Chief Operating Officer Jana Markowicz acquired 15,000 shares at $19.20 per share, spending $288,000.
Analysts Set New Price Targets
Wall Street analysts have updated their views on the stock ahead of upcoming results. On July 2, 2026, JP Morgan maintained its Overweight rating while lowering its price target to $18.50 from $19.00. On July 30, 2026, Truist Securities maintained a Buy rating and lowered its target from $22.00 to $21.00. On the same date, Keefe, Bruyette & Woods maintained an Outperform rating and adjusted its target from $21.00 to $20.00. Later, on September 1, 2026, UBS maintained a Neutral rating and raised its target to $21.00 from $19.00. Overall, the stock carries a consensus buy recommendation from 13 analysts, with a mean price target of $20.77.
About Ares Capital Corporation
Ares Capital Corporation operates as a business development company that focuses on providing growth capital, rescue financing, and leveraged buyout support to middle-market companies. It helps finance corporate acquisitions, recapitalizations, and restructurings.
Bottom Line
Patriot Investment Management Group's new stake brings fresh attention to the asset manager as markets await the company's next earnings release on October 27, 2026. Because Form 13F filings are historic snapshots, investors should monitor upcoming filings to track whether the firm maintains or builds upon its new position.
Source: Patriot Investment Management Group's 13F filing on $ARCC (Oct 15, 2026). 13F filings show holdings as of the end of the reporting quarter and may not reflect the fund's current position. Find the original filing: Patriot Investment Management Group 13F filings on SEC EDGAR. Written by software, not financial advice. How we make alerts
