$MFICL

JetBlue Airways shares rose 8.4% premarket after reporting Q3 2026 results and guidance. Whirlpool shares fell 8.4% following weaker-than-expected Q3 results and a lowered full-year outlook. Cadence Design Systems climbed 2.4% after beating Q3 expectations and raising its full-year outlook.

MidCap Financial Investment Corp (MFIC) filed an SEC Form 8-K — Results of Operations and Financial Condition. Exhibit 99.1 Ares Capital Corporation Agrees to Acquire MidCap Financial Investment Corporation Transaction Expected to Be Accretive to Ares Capital’s Core Earnings and Support Future Dividends Enhances Scale, Diversification and Market Presence to Further Strengthen Ares Capital

Ares Capital (ARCC) agreed to acquire MidCap Financial (MFIC) in a $10.88-per-share deal, including cash and stock. The merger requires MFIC stockholder approval and is supported by two major shareholders. The transaction is subject to adjustments and other closing conditions.

ARES CAPITAL CORP (ARCC) filed an SEC Form 8-K — Entry into a Material Definitive Agreement. Exhibit 99.1 Ares Capital Corporation Agrees to Acquire MidCap Financial Investment Corporation Transaction Expected to Be Accretive to Ares Capital’s Core Earnings and Support Future Dividends Enhances Scale, Diversification and Market Presence to Further Strengthen Ares Capital

Ares Capital (ARCC) will acquire MidCap Financial (MFIC) in a $2.6B deal, offering $10.88 per share to MFIC holders, pending adjustments. The transaction aims to enhance ARCC's scale and earnings, with final details and regulatory approvals pending.

Analysts made several calls on Monday. Morgan Stanley initiated Attovia Therapeutics with an overweight rating and $39 target. UBS upgraded Kaiser Aluminum to buy with an $184 target. Baird upgraded Deere to outperform. Jefferies reiterated Apple as underperform, citing potential downside risks. Bernstein reiterated SpaceX as outperform but noted uncertainty in its direct-to-device mobile business. Melius reiterated Nvidia as buy, suggesting potential upside. Goldman Sachs initiated Braveheart B

Bank of America maintained underperform ratings on six BDC stocks, including RWAY, GSBD, CGBD, and NMFC, citing concerns about operating environments, credit performance, and leverage. PSBD received a neutral rating, while MFIC's rating remained underperform due to credit weakness. Profitability and credit quality varied among the companies.

Private credit markets are showing increasing signs of distress, with non-accrual debt rising among the largest BDCs. In Q2, non-accrual debt at the top 10 BDCs increased to 3.95% of total debt, up from 3.75% in Q1. The broader BDC universe also saw a rise in non-accrual borrowers, reaching 4.69% in Q1 2026. Adjusted non-accrual rates are higher, indicating wider credit stress. Interest income at risk is climbing, potentially impacting BDC yields.

MidCap Financial Investment Corp (MFIC) filed an SEC Form 8-K — Results of Operations and Financial Condition. Exhibit 99.1 MidCap Financial Investment Corporation Reports Financial Results for the Quarter Ended June 30, 2026 Results for the Quarter Ended June 30, 2026, and Other Recent Highlights: • Net investment income per share for the quarter was $0.40, compared to $0.38 for the quar

MidCap Financial Investment Corp (MFIC) filed an SEC Form 8-K — Submission of Matters to a Vote of Security Holders. 8-K false 0001278752 0001278752 2026-06-18 2026-06-18 0001278752 us-gaap:CommonStockMember 2026-06-18 2026-06-18 0001278752 mfic:M8.00PercentNotesDue2028Member 2026-06-18 2026-06-18 UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K CURRENT REPORT Pu