Scott Kennedy’s BDC + mREIT Earnings Series: Assessing Ares Capital’s And Two Harbor’s Performance For Q2 2024
Summary
This earnings assessment article reviews ARCC’s and TWO’s NAV/BV and NII/core earnings/EAD performance during Q2 2024 and compares results to my expectations. Earnings remain a key driver to stock performance.
ARCC’s NAV matched my/our expectations (well within range). ARCC’s core earnings slightly - modestly outperformed expectations (towards the…