Bottom Picking In The BDC Sector: Blue Owl Capital
Blue Owl Capital Corporation common stock is trading at a deep discount to NAV, offering high yields and attractive return potential. OBDC boasts a diversified portfolio, strong investment-grade credit ratings, and an expected ROE of above 11%. While BDC bonds remain safer, OBDC common stock offers superior return potential, favoring a more risk-tolerant approach in today's market.
Chicago Atlantic BDC, Inc. (LIEN) Q3 2025 Earnings Call Transcript
Chicago Atlantic BDC, Inc. ( LIEN ) Q3 2025 Earnings Call November 13, 2025 9:00 AM EST Company Participants Tripp Sullivan Peter Sack - Chief Executive Officer Thomas Geoffroy - Interim Chief Financial Officer Bernardino Colonna - President Conference Call Participants Pablo Zuanic - Zuanic & Associates Presentation Operator Good day, and welcome to the Chicago Atlantic BDC Quarter 3 2025 Earnings Call. [Operator Instructions] Please note this event is being recorded.
Chicago Atlantic BDC, Inc. (LIEN) Q3 Earnings and Revenues Surpass Estimates
Chicago Atlantic BDC, Inc. (LIEN) came out with quarterly earnings of $0.42 per share, beating the Zacks Consensus Estimate of $0.35 per share. This compares to break-even earnings per share a year ago.
The Best REIT, BDC, And MLP To Retire On
Discover the 3 dividend-paying powerhouses I'd trust to fund a lifetime of passive income. These high-yield investments combine safety, growth, and tax efficiency like few others. Learn why I believe these picks could anchor a durable dividend retirement portfolio.
Goldman Sachs BDC: This Is Not A ~14% BDC Yield To Buy
GSBD continued to underperform the market (as I projected in my previous articles). Since GSBD's share price has declined even further, the discount and dividend yield have become very attractive. Given the base dividend coverage of 125% and NII per share growth in Q3, there could be a case made for opening a long position here.
Capital Southwest: The One BDC I Think Could Avoid A Dividend Cut
Capital Southwest stands out among business development companies for its strong fundamentals, robust liquidity, and healthy balance sheet despite sector headwinds. CSWC's latest earnings beat estimates, with net investment income comfortably covering the dividend and portfolio growth supporting top-line gains. The BDC's low leverage, well-staggered debt maturities, and significant equity investments provide flexibility to withstand potential interest rate cuts.
BDC Battle: The 16% Yield Comeback, Or 12% From The Rising Star
TriplePoint Venture Growth BDC Corp. is a comeback BDC (+16% yield) trading at a deep discount. Capital Southwest is a premium BDC growing thanks to its premium. Buy both BDCs to diversify income.
BDC Weekly Review: Initial Q3 Reports And NII Catalysts
We take a look at the action in business development companies through the last week of October and highlight some of the key themes we are watching. BDCs were flat on the week, outperforming all other credit sectors. We highlight key NII drivers, which include credit spreads, leverage, interest expense, portfolio allocation, and non-accruals, with spreads currently pressuring NII lower.
Trinity Capital: One Of The Best 'Buy The Dip' Moments In The BDC Space
The market did not react well when TRIN issued its Q3 report. In my view, the reasons for the correction confirm yet again that the market is extremely short-term oriented. In reality, TRIN's performance was strong across the board, sending the exact messages that long-term and durable yield investors want to hear.
Ares Capital: A Great Q3 From This High-Performing BDC
Ares Capital (ARCC) delivered a strong Q3 with a 3% total NAV return, maintaining a 9.3% dividend yield and stable portfolio quality. ARCC's dividend coverage remains robust at 104%, but headwinds from rising interest expense and tight credit spreads may pressure net investment income. Management is confident in maintaining the dividend, citing multiple levers like increased leverage, higher-yielding opportunities, and spillover income for support.
Ares Capital: The BDC Sell-Off Was Unhinged, 9.3% Dividend Yield Still Covered
Ares Capital offers a 9.3% dividend yield, fully covered by net investment income, despite recent share price declines. The recent dip in ARCC shares has been driven by sector-wide fears of a dividend cut and credit events from unrelated companies. ARCC reported healthy third-quarter results, with total investment income beating consensus and net asset value growing by 12 cents versus its year-ago comp.
Belden Inc. (BDC) Q3 2025 Earnings Call Transcript
Belden Inc. ( BDC ) Q3 2025 Earnings Call October 30, 2025 8:30 AM EDT Company Participants Aaron Reddington - Vice President of Investor Relations Ashish Chand - President, CEO & Director Jeremy Parks - Senior VP of Finance & CFO Conference Call Participants Steven Fox - Fox Advisors LLC William Stein - Truist Securities, Inc., Research Division Mark Delaney - Goldman Sachs Group, Inc., Research Division David Williams - The Benchmark Company, LLC, Research Division Christopher Dankert - Loop Capital Markets LLC, Research Division Presentation Operator Ladies and gentlemen, thank you for standing by. Welcome to this morning's Belden reports third quarter 2025 results call.
