Belden (BDC) Upgraded to Strong Buy: Here's What You Should Know
Belden (BDC) might move higher on growing optimism about its earnings prospects, which is reflected by its upgrade to a Zacks Rank #1 (Strong Buy).
TriplePoint Venture Growth BDC Q2 Earnings Call Highlights
TriplePoint Venture Growth BDC NYSE: TPVG reported second-quarter results that reflected increased investment activity, continued portfolio repositioning and two monetization events intended to improve liquidity and reduce exposure to payment-in-kind income.
BDC Weekly Review: Private BDC Q2 Numbers Are Strong
We take a look at the action in business development companies through the last week of July and highlight some of the key themes we are watching. Business Development Companies (BDCs) ended July slightly lower as Q2 earnings season begins. HTGC posted a strong 5.7% total NAV return for Q2, driven by higher fees and lower compensation, while maintaining low non-accruals and reduced leverage.
Palmer Square Capital BDC Q2 Earnings Call Highlights
Palmer Square Capital BDC NYSE: PSBD reported second-quarter 2026 net investment income of $12 million, or $0.39 per share, matching its total quarterly dividend of $0.39 per share. The payout included a $0.36 base dividend and a $0.03 supplemental distribution.
Goldman Sachs BDC Q2 Earnings Call Highlights
Goldman Sachs BDC NYSE: GSBD reported second-quarter 2026 net investment income of $0.38 per share, up from the prior quarter, as higher investment income and the absence of an incentive fee supported results. The company also announced that Co-Chief Executive Officer David Miller will step down from the role effective Dec. 31, with Co-CEO Vivek Bantwal set to become sole CEO.
Hercules Capital: 0.1% Non-Accruals, 125% Coverage, Top BDC Value
Hercules Capital remains a top private credit BDC, excelling in new tech sector fundings and portfolio growth in the second-quarter. HTGC delivered strong fundings and net investment income growth while maintaining robust dividend coverage with a 125% coverage ratio in Q2'26. Non-accrual ratios remain exceptionally low at 0.1%, underscoring superior credit quality versus peers like ARCC, OBDC, and BXSL.
Golub Capital BDC Q3 Earnings Call Highlights
Golub Capital BDC NASDAQ: GBDC reported improved fiscal third-quarter results for the period ended June 30, 2026, as lower realized and unrealized losses offset continued credit stress across the direct-lending market.
Blue Owl's BDC Already Cut Its Base Dividend to $0.31. Here's What to Watch as the Rest Report.
Blue Owl Capital cut its dividend to align it with its earnings power. Given the often huge dividend yields in the BDC sector, investors in Blue Owl Capital's competitors should take notice.
Wall Street Analysts See a 26.95% Upside in Belden (BDC): Can the Stock Really Move This High?
The average of price targets set by Wall Street analysts indicates a potential upside of 27% 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.
Belden Inc. (BDC) Q2 2026 Earnings Call Transcript
Belden Inc. (BDC) Q2 2026 Earnings Call Transcript
3 High-Yield BDC Stocks to Buy Before August
Business development companies (BDCs) remain one of the most efficient income vehicles in public markets, and August is shaping up to be a constructive month to lean into the space.
BDC Weekly Review: BDC Lending Rates Are Appealing
We take a look at the action in business development companies through the third week of July and highlight some of the key themes we are watching. BDCs outperformed the broader income market despite a dip in sentiment. BXSL saw a surge in share lending rates to 12.2%, signaling heightened short interest and offering attractive additional income for investors willing to lend shares.
