Put operating results in leadership context

Review returns on capital, executive background, insider transactions, and growth quality to judge whether management is compounding value well.

Management quality matters because capital allocation choices determine how much of Ares Capital Corporation earnings power becomes long-term shareholder value. Use this page to compare ARCC returns on capital, executive context, insider transactions, ownership signals, and growth trends against peers, then decide whether leadership appears disciplined, aligned, and capable of compounding through changing market conditions.

Return Metrics

ROE, ROIC & ROA over time

Management

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ROE

9.1%

avg 10.3%

ROIC

6.7%

avg 30.3%

ROA

4.2%

avg 5.1%

Analysis

ROE is currently the strongest return metric at 9.1% versus its period average of 10.3%. 0 of 3 return metrics are above their quality threshold, which helps indicate how efficiently the company turns capital and assets into profit.

Management

Key executives, compensation & ownership

Management

Name	Title	Compensation	Tenure	Age	Shares Owned	Ownership %
David A. Sachs	Partner	—	—	67	—	—
James Miller	President & Co-Head of U.S. Direct Lending	—	—	49	$40,000.00	<0.01%
John W. Stilmar	Partner & Co-Head of Public Markets Investor Relations	—	—	—	—	—
Kort Schnabel	CEO & Co-Head of U.S. Direct Lending	—	—	49	$40,500.00	<0.01%
Mark R. Affolter	Partner for U.S. Direct Lending	—	—	—	$0.00	<0.01%
Ryan S. Cascade	Partner for U.S. Direct Lending	—	—	—	—	—
Michael J. Arougheti	Executive Vice President & Director	—	—	54	$40,500.00	<0.01%
Mitchell S. Goldstein	Co-Chairman, Partner & Co-Head of Ares Credit Group	—	—	59	$195,358.00	0.03%
Rajiv Chudgar	Managing Director	—	—	—	—	—
Scott C. Lem	Chief Financial Officer & Treasurer	—	—	48	$39,463.00	<0.01%
Won Jae Cho	Chief Accounting Officer	—	—	43	$270.00	<0.01%
Jana Markowicz	Chief Operating Officer	—	—	45	$25,176.00	<0.01%
Lisa A. Morgan	Chief Compliance Officer	—	—	50	—	—
Michael A. Dieber	Partner & Head of Portfolio Management	—	—	—	$40,500.00	<0.01%
Ian Fitzgerald	Vice President, General Counsel & Secretary	—	—	51	$13,031.10	<0.01%
Bennett Rosenthal	Co-Founder, Director, Partner & Chairman of Private Equity Group	—	—	63	$0.00	<0.01%

Insider Trading

SEC Form 4 transactions — last 12 months

Management

Buys

$968,792.94

Sells

$0.00

Net Sentiment

+$968,792.94

Net buying

Most Active

SCHNABEL MICHAEL KORT

2 transactions

Date	Insider	Type	Shares	Price	Value
Feb 9, 2026	MARKOWICZ JANA Direct	Buy	15.0K	$19.20	$288,000.00
Feb 6, 2026	Lem Scott C Direct	Buy	5.2K	$19.29	$100,037.94
Feb 5, 2026	HENSON MARY BETH Direct	Buy	4.0K	$19.14	$76,560.00
Feb 5, 2026	SCHNABEL MICHAEL KORT Direct	Buy	12.5K	$19.13	$239,125.00
Oct 31, 2025	SCHNABEL MICHAEL KORT Direct	Buy	13.0K	$20.39	$265,070.00

Analysis

Insiders reported 5 buys worth $968,792.94 and 0 sells worth $0.00 over the last 12 months. That adds up to net buying of $968,792.94. SCHNABEL MICHAEL KORT was the most active insider with 2 transactions.

Growth Analysis

Historical CAGR & forward analyst estimates

Growth

Metric	10yr	5yr	3yr	Fwd Est.
EPS	N/A	N/A	-18.4%	+3.5% (13yr)3 analysts
Revenue	N/A	N/A	-0.9%	+12.4% (13yr)2 analysts
Net Income	N/A	N/A	-9.3%	+10.1% (13yr)2 analysts
EBIT	N/A	N/A	-8.6%	+13.7% (13yr)2 analysts

Analysis

Recent growth has been strongest in Revenue at -0.9% over three years. Forward estimates point to EBIT at +13.7% (13yr), giving you a quick check on whether expectations are accelerating or cooling.