Crescent Capital BDC: Deep-Value And 12%+ Yielding Case To Buy
Crescent Capital BDC: Deep-Value And 12%+ Yielding Case To Buy
A 15% Dividend Yield Trading For Pennies On The Dollar: Goldman Sachs BDC
Goldman Sachs BDC trades at a 27% discount to NAV, offering a 15.5% yield amid market skepticism over underwriting and NAV stability. The dividend looks safe - until you look under the hood. One trend could decide whether this stock rebounds or keeps sinking.
Capital Southwest: An All-Weather BDC For Retirees, Yielding 10%
Capital Southwest has the right tools to weather pressures from lower interest rates and create value in the long run, across different cycles. The secret sauce is really the embedded trifecta of internal management, high-quality equity bias, and conservative capital structure. The premium over NAV for CSWC might limit alpha-like performance in case of a sector-wide optimism, and the current supplemental distributions might be cut, leaving only the base dividend in place.
My 2 High Conviction BDC Picks To Beef Up Returns
I focus on business development companies, or BDCs, with durable dividends, strong downside protection, and resilience to rate and credit risk shifts. However, there is also a merit of including BDCs, which would qualify for tactical investment bucket - i.e., high risk, high return. In the article I outline the rationale of having such exposures and provide two practical examples, which carry high potential to beef up the total return component.
The Biggest Bargain And The Most Expensive Lottery Ticket I See In The BDC Space
BDC sector valuations remain depressed, with P/NAV metrics under 1x due to falling rates and credit risk concerns. Dividend sustainability is diverging across BDCs; not all will cut, but the ones with sustainable dividends do not automatically have strong total return prospects. I highlight one BDC as a compelling bargain with strong total return prospects and contrast it with another viewed as highly overpriced.
2 BDCs Generating 10%+ Of Durable Passive Income
BDCs remain under pressure and the percentage of BDC float that is linked to short sellers has clearly risen. The market seems to question the sustainability of reported NAVs. I completely see how BDC investments might seem uncomfortable for really stable passive income investors.
Barings BDC: 11% Yield And 19% Discount Make It A Buy
Barings BDC offers an 11.5% dividend yield and trades at a 0.81x price-to-NAV, well below peers and historical averages. BBDC's portfolio is primarily first-lien secured, with low non-accruals and strong credit quality, supported by the company's origination platform. It has a 123% dividend coverage ratio and $0.65/share in spillover income, providing additional cushion.
Consider Selling BDCs Due To Lower Rates? Here's Why It's A Bad Idea
BDC net investment income levels are declining as the Fed lowers rates. Despite lower base rates, I see no reason to rotate out of the BDC sector. In the article I detail how BDCs have outperformed the S&P 500 and high yield credit even in prolonged low-rate environments.
Barings BDC: Excessive NAV Discount
Barings BDC offers a first-lien focused portfolio with strong origination and asset quality. BDC trades at a 19% discount to NAV despite covering its 11.6% yield with net investment income. The BDC's portfolio grew 5% year-over-year, with non-accruals well below 1%, highlighting balance sheet strength.
Main Street Capital: The Only Blue Chip BDC You'll Ever Need
Main Street Capital (MAIN) stands out as a blue chip BDC, delivering robust total returns and highly reliable monthly income since its 2007 IPO. MAIN commands an 82% premium to book value, justified by its consistent NAV growth, strong GAAP-NII-to-distribution coverage, and prudent portfolio management. Despite a 3.6% cost-based non-accrual ratio, MAIN's fair value non-accrual drops to 1.2%, supporting dividend safety and ongoing supplemental payouts.
VanEck's Unique BDC Income ETF Yields 12%
Middle-market lending has shifted from bank balance sheets to specialized investment vehicles, creating opportunity for income investors willing to accept credit risk and volatility.
Barings BDC: It Is Time To Enter This 11.7% Yielder
Barings BDC Inc has entered a deep discount territory. At the same time, BBDC's 11.7% dividend is supported by one of the strongest base dividend coverage levels in the BDC game. In Q3, 2025, we also noticed a manifestation of BBDC's hidden strength - competitive fee structure.
