Company Performance - Ares Capital (ARCC) closed at $22.78, reflecting a +1.15% change from the previous day's closing price, outperforming the S&P 500's daily gain of 0.28% [1] - Over the past month, Ares Capital's shares gained 0.4%, underperforming the Finance sector's gain of 2.79% and the S&P 500's gain of 4.37% [1] Upcoming Financial Results - Ares Capital is set to announce its earnings on July 29, 2025, with analysts expecting earnings of $0.51 per share, representing a year-over-year decline of 16.39% [2] - The consensus estimate for revenue is $746.71 million, indicating a 1.1% decrease compared to the same quarter of the previous year [2] Fiscal Year Estimates - For the entire fiscal year, Zacks Consensus Estimates predict earnings of $2.02 per share and revenue of $2.99 billion, reflecting changes of -13.3% and -0.09% respectively from the previous year [3] - Recent changes to analyst estimates for Ares Capital indicate the dynamic nature of near-term business trends, with positive revisions suggesting analyst optimism about profitability [3] Valuation Metrics - Ares Capital currently has a Forward P/E ratio of 11.14, which is a premium compared to the industry average Forward P/E of 8.9 [6] - The Financial - SBIC & Commercial Industry, part of the Finance sector, has a Zacks Industry Rank of 239, placing it in the bottom 4% of over 250 industries [6] Analyst Ratings - The Zacks Rank system, which ranges from 1 (Strong Buy) to 5 (Strong Sell), currently rates Ares Capital at 4 (Sell) [5] - Over the last 30 days, the Zacks Consensus EPS estimate has decreased by 0.42% [5]

Earnings Performance - Saratoga Investment reported quarterly earnings of $0.66 per share, missing the Zacks Consensus Estimate of $0.69 per share, and down from $1.05 per share a year ago, representing an earnings surprise of -4.35% [1] - The company posted revenues of $32.32 million for the quarter ended May 2025, missing the Zacks Consensus Estimate by 1.36%, and down from $38.68 million year-over-year [2] Market Performance - Saratoga Investment shares have increased approximately 6.4% since the beginning of the year, outperforming the S&P 500's gain of 5.9% [3] Future Outlook - The current consensus EPS estimate for the coming quarter is $0.73 on revenues of $33.12 million, and for the current fiscal year, it is $2.84 on revenues of $133.6 million [7] - The Zacks Industry Rank indicates that the Financial - SBIC & Commercial Industry is currently in the bottom 5% of over 250 Zacks industries, which may impact stock performance [8] Estimate Revisions - The estimate revisions trend for Saratoga Investment was mixed ahead of the earnings release, resulting in a Zacks Rank 3 (Hold) for the stock, suggesting it is expected to perform in line with the market in the near future [6]

Group 1: Stock Performance - Hercules Capital (HTGC) closed at $18.59, reflecting a +1.36% change from the previous day, outperforming the S&P 500's daily gain of 0.48% [1] - Over the past month, shares of Hercules Capital increased by 3.5%, matching the Finance sector's performance but underperforming the S&P 500's gain of 5.13% [1] Group 2: Earnings Expectations - The upcoming earnings report for Hercules Capital is expected to show an EPS of $0.47, which represents a 7.84% decline compared to the same quarter last year [2] - The Zacks Consensus Estimate for revenue is projected at $126.18 million, indicating a 0.94% increase from the previous year [2] Group 3: Annual Forecast - For the entire year, the Zacks Consensus Estimates predict earnings of $1.91 per share and revenue of $509.49 million, reflecting changes of -4.5% and +3.22% respectively compared to the previous year [3] Group 4: Analyst Estimates and Rankings - Recent changes to analyst estimates for Hercules Capital are important as they reflect short-term business trends, with positive revisions indicating a favorable outlook on business health and profitability [4] - The Zacks Rank system, which ranges from 1 (Strong Buy) to 5 (Strong Sell), currently ranks Hercules Capital at 4 (Sell) [6] Group 5: Valuation Metrics - Hercules Capital is trading at a Forward P/E ratio of 9.61, which is a premium compared to the industry average Forward P/E of 8.8 [7] - The Financial - SBIC & Commercial Industry, part of the Finance sector, has a Zacks Industry Rank of 233, placing it within the bottom 6% of over 250 industries [7] Group 6: Industry Performance - The strength of individual industry groups is measured by the Zacks Industry Rank, with the top 50% rated industries outperforming the bottom half by a factor of 2 to 1 [8]

Chicago Atlantic BDC, Inc. (LIEN) came out with a quarterly loss of $0.34 per share versus the Zacks Consensus Estimate of $0.34. This compares to loss of $0.01 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of -200%. A quarter ago, it was expected that this company would post earnings of $0.29 per share when it actually produced earnings of $0.35, delivering a surprise of 20.69%.Over the last four quarters, the company has surp ...

分组1 - Gladstone Investment (GAIN) reported quarterly earnings of $0.26 per share, exceeding the Zacks Consensus Estimate of $0.23 per share, and showing an increase from $0.24 per share a year ago, resulting in an earnings surprise of 13.04% [1] - The company posted revenues of $27.55 million for the quarter ended March 2025, surpassing the Zacks Consensus Estimate by 11.19%, compared to $23.65 million in the same quarter last year [2] - The stock has increased approximately 6% since the beginning of the year, while the S&P 500 has declined by 0.6% [3] 分组2 - The current consensus EPS estimate for the upcoming quarter is $0.23 on revenues of $25.43 million, and for the current fiscal year, it is $0.93 on revenues of $99.56 million [7] - The Zacks Industry Rank for Financial - SBIC & Commercial Industry is in the bottom 28% of over 250 Zacks industries, indicating potential challenges for stock performance [8] - Chicago Atlantic BDC, Inc., another company in the same industry, is expected to report quarterly earnings of $0.34 per share, reflecting a significant year-over-year change of +3500% [9]

WhiteHorse Finance (WHF) came out with quarterly earnings of $0.29 per share, missing the Zacks Consensus Estimate of $0.33 per share. This compares to earnings of $0.47 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of -12.12%. A quarter ago, it was expected that this lender to small companies would post earnings of $0.39 per share when it actually produced earnings of $0.34, delivering a surprise of -12.82%.Over the last four ...

Group 1 - Runway Growth Finance Corp. reported quarterly earnings of $0.42 per share, exceeding the Zacks Consensus Estimate of $0.36 per share, but down from $0.46 per share a year ago, representing an earnings surprise of 16.67% [1] - The company posted revenues of $35.4 million for the quarter ended March 2025, surpassing the Zacks Consensus Estimate by 5.84%, but down from $40.01 million year-over-year [2] - The stock has underperformed the market, losing about 16.8% since the beginning of the year compared to the S&P 500's decline of 3.8% [3] Group 2 - The current consensus EPS estimate for the upcoming quarter is $0.36 on revenues of $33.2 million, and for the current fiscal year, it is $1.48 on revenues of $133.52 million [7] - The Financial - SBIC & Commercial Industry is currently ranked in the bottom 37% of over 250 Zacks industries, indicating a challenging outlook for the sector [8]

Core Viewpoint - Stellus Capital reported quarterly earnings of $0.37 per share, matching the Zacks Consensus Estimate, but down from $0.44 per share a year ago [1] - The company posted revenues of $24.95 million, missing the Zacks Consensus Estimate by 4.99% and down from $26 million year-over-year [2] Group 1: Earnings Performance - The earnings surprise for the last quarter was -2.63%, with the company surpassing consensus EPS estimates only once in the last four quarters [1] - The current consensus EPS estimate for the upcoming quarter is $0.38, with expected revenues of $26.92 million, and for the current fiscal year, the estimate is $1.49 on $107.66 million in revenues [7] Group 2: Stock Performance and Outlook - Stellus Capital shares have declined approximately 4.4% year-to-date, compared to a decline of 3.8% for the S&P 500 [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating expected performance in line with the market in the near future [6] Group 3: Industry Context - The Financial - SBIC & Commercial Industry, to which Stellus Capital belongs, is currently ranked in the bottom 37% of over 250 Zacks industries, suggesting potential challenges ahead [8] - Empirical research indicates a strong correlation between near-term stock movements and trends in earnings estimate revisions, which could impact Stellus Capital's stock performance [5]

PennantPark (PNNT) came out with quarterly earnings of $0.18 per share, missing the Zacks Consensus Estimate of $0.19 per share. This compares to earnings of $0.22 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of -5.26%. A quarter ago, it was expected that this business development company would post earnings of $0.20 per share when it actually produced earnings of $0.20, delivering no surprise.Over the last four quarters, the ...

Group 1 - Main Street Capital reported quarterly earnings of $1.01 per share, exceeding the Zacks Consensus Estimate of $1 per share, but down from $1.05 per share a year ago, representing an earnings surprise of 1% [1] - The company posted revenues of $137.05 million for the quarter, missing the Zacks Consensus Estimate by 0.23%, and compared to year-ago revenues of $131.61 million [2] - Main Street Capital has not surpassed consensus revenue estimates over the last four quarters [2] Group 2 - The stock has declined approximately 8.9% since the beginning of the year, while the S&P 500 has decreased by 4.3% [3] - The company's earnings outlook is mixed, with current consensus EPS estimates at $1 for the upcoming quarter and $4.02 for the current fiscal year [7] - The Zacks Industry Rank for Financial - SBIC & Commercial Industry is in the bottom 28% of over 250 Zacks industries, indicating potential underperformance compared to higher-ranked industries [8]