Ares Capital Yields 9.6%, And Q2 Reinforced Why It's My Favorite BDC
Ares Capital remains my top BDC pick, offering a durable 9.6% yield and industry-leading underwriting through credit normalization. Q2 2026 showcased resilient credit metrics, accelerating deal flow, and enhanced funding flexibility, with $6 billion in liquidity and a new commercial paper program. Dividend coverage is robust: NII, TTM core earnings, and $1.38/share spillover reserve support the $0.48 quarterly payout, with 60 consecutive stable or rising payments.
Crescent Capital BDC: Cheap For Good Reason, Still A Hold
Crescent Capital BDC is rated HOLD, with the stock trading at a record 0.600x NAV and an attractive 12.7% yield. The dividend was reset 19% lower to $0.34, now conservatively covered by NII at 1.06x, and management permanently cut fees. Portfolio credit quality remains pressured: NAV has declined for eight straight quarters, non-accruals are 4.8%, and the watch list is 14.7%.
Chicago Atlantic BDC: Merger Upside Remains Intact After Q2
Chicago Atlantic BDC's Q2 credit quality remained strong, with 0% non-accruals, 100% senior-secured exposure, and a 16% weighted-average gross portfolio yield. The $1.1 billion pipeline and $25 million post-quarter deployment suggest weaker Q2 originations were timing-related rather than structural. Chicago Atlantic Real Estate Finance's Koach transaction adds a 12% yielding asset and should be modestly NAV accretive because new shares were issued above book value.
4 Stocks With Solid Net Profit Margins to Boost Portfolio Returns
NUTX, RCMT, RELY and BDC boast strong net margins, positive earnings estimate revisions and bullish analyst ratings that signal upside.
Should You Include Belden Stock in Portfolio After Solid Q2 Results?
BDC's record Q2 results, AI data-center momentum and RUCKUS deal strengthen its shift toward higher-value, full-stack networking solutions.
Kayne Anderson BDC Has Just Shared Great Numbers
Kayne Anderson BDC remains a buy, supported by stable NII, strong dividend coverage, and prudent balance sheet management. KBDC's NII rose 5% year-over-year to $0.42 per share, maintaining a 105% dividend coverage ratio despite a modest increase in non-accruals. Portfolio diversification is robust, with top 10 investments under 20% of assets and average borrower exposure around 1%, mitigating credit risk.
PennantPark vs. PennantPark Floating Rate: Which BDC Pays Income Investors Better?
PennantPark Investment (NYSE:PNNT) and PennantPark Floating Rate Capital (NYSE:PFLT) both reported Q3 FY26 results on Aug.
Trinity Capital: This May Be The Best Double-Digit Yield In BDC Land
Trinity Capital demonstrates robust growth, disciplined underwriting, and a 12% yield, positioning it as a top BDC for income seekers. TRIN delivered a record $619M in Q2 fundings, 36% AUM growth, and maintained low non-accruals, reflecting strong credit quality and portfolio diversification. Balance sheet flexibility is enhanced by a premium to NAV, conservative leverage, $66M spillover income, and recent capital raises supporting future investments.
Wall Street Analysts Predict a 26.08% Upside in Belden (BDC): Here's What You Should Know
The average of price targets set by Wall Street analysts indicates a potential upside of 26.1% in Belden (BDC). While the effectiveness of this highly sought-after metric is questionable, the positive trend in earnings estimate revisions might translate into an upside in the stock.
Double-Digit Yields Come With a Catch: How to Pick the Right Venture Lending BDC
Venture lending is the higher-octane corner of private credit. Business development companies, or BDCs, in this niche extend senior secured loans to venture-backed and lower-middle market private companies, then pass the interest income through to shareholders as dividends.
Is the Options Market Predicting a Spike in Barings BDC Stock?
Investors need to pay close attention to BBDC stock based on the movements in the options market lately.
The AI Boom Is Turning This Cable Maker Into a Stock to Watch
Belden TodayBDCBelden$130.94 -6.65 (-4.83%) As of 01:15 PM Eastern This is a fair market value price provided by Massive. Learn more.52-Week Range$98.00▼$159.99Dividend Yield0.15%P/E Ratio21.29Price Target$156.25Add to WatchlistInvestors hunting for ways to profit from the artificial intelligence boom typically look to chipmakers, cloud giants, or maybe software firms embedding AI into everything.
