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Sep 30, 2022

Ares Capital Q3 2022 Earnings Report

Ares Capital reported financial results for Q3 2022 and declared a fourth quarter dividend of $0.48 per share.

Key Takeaways

Ares Capital's Q3 2022 core earnings increased sequentially, driven by rising interest rates and portfolio credit stability. The company raised its regular quarterly dividend by 12% to $0.48 per share.

Core EPS for Q3 2022 was $0.50, compared to $0.47 in Q3 2021.

GAAP net income per share for Q3 2022 was $0.21, compared to $0.73 in Q3 2021.

Net investment income for Q3 2022 was $288 million, compared to $184 million in Q3 2021.

The Board of Directors declared a fourth quarter dividend of $0.48 per share.

Total Revenue
$537M
Previous year: $442M
+21.5%
EPS
$0.5
Previous year: $0.47
+6.4%
Debt/Equity Ratio
1.27
Previous year: 1.17
+8.5%
Cash and Equivalents
$257M
Previous year: $1.2B
-78.6%
Total Assets
$22B
Previous year: $19.2B
+15.1%

Ares Capital

Ares Capital

Forward Guidance

Ares Capital anticipates generating a higher level of core earnings due to continued increases in interest rates, portfolio stability, and a strong capital position.

Positive Outlook

  • Prospects of continued increases in interest rates.
  • Stability in the company's portfolio.
  • Strong capital position.
  • Low-cost unsecured notes accounting for over 70% of debt financing.
  • Limited near term debt maturities.

Challenges Ahead

  • Impact of rising interest rates in response to inflation.
  • War in Russia and Ukraine.
  • Ongoing COVID-19 pandemic.
  • Significant market volatility impacting the business.
  • Uncertainties related to future performance or financial condition.