Blackstone Secured Lending Fund (BXSL)
2 BDCs To Dump Before The Fed Cuts
BDC earnings are exposed to interest rate cut risks. There is nothing that the managers can do to avoid it. Instead, they can try to mitigate it through balance sheet strength, equity investments, and well-covered dividends.
Blackstone Secured Lending Fund. (BXSL) Q2 2025 Earnings Conference Call Transcript
Blackstone Secured Lending Fund. (NYSE:BXSL ) Q2 2025 Earnings Conference Call August 6, 2025 9:30 AM ET Company Participants Brad Marshall - Trustee, Chairman & Co-CEO Carlos Whitaker - President Jonathan Gerald Bock - Co-Chief Executive Officer Stacy Wang - Head of Stakeholder Relations Teddy Desloge - Chief Financial Officer Conference Call Participants Arren Saul Cyganovich - Truist Securities, Inc., Research Division Casey Jay Alexander - Compass Point Research & Trading, LLC, Research Division Finian Patrick O'Shea - Wells Fargo Securities, LLC, Research Division Melissa Wedel - JPMorgan Chase & Co, Research Division Robert James Dodd - Raymond James & Associates, Inc., Research Division Operator Good day, and welcome to the Blackstone Secured Lending Second Quarter 2025 Earnings Call.
Compared to Estimates, Blackstone Secured Lending Fund (BXSL) Q2 Earnings: A Look at Key Metrics
The headline numbers for Blackstone Secured Lending Fund (BXSL) give insight into how the company performed in the quarter ended June 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
Blackstone Secured Lending Fund (BXSL) Q2 Earnings and Revenues Lag Estimates
Blackstone Secured Lending Fund (BXSL) came out with quarterly earnings of $0.77 per share, missing the Zacks Consensus Estimate of $0.81 per share. This compares to earnings of $0.89 per share a year ago.
Sticky Inflation Is Back In Focus: Time To Consider High Yields
With inflation sticky and rate cuts unlikely in 2024, investors should consider repositioning into high-yield stocks to offset volatility. Ares Capital (ARCC) and Blackstone Secured Lending (BXSL) offer strong fundamentals, high yields, and benefit from higher-for-longer interest rates. Verizon (VZ) and Realty Income (O) provide attractive yields and blue-chip stability, despite near-term headwinds from elevated rates.
BXSL: Buy This Top-Tier BDC For Sustainable Yield
BXSL is a top-tier BDC, which trades at a 15% premium to NAV. This implies almost a 20% valuation spread compared to the average BDC. The question is whether it makes sense to buy the BDC at this price.
BXSL: 10% Yield With Strong Financials
Blackstone Secured Lending fund is a BDC that lends money to private companies. It has a 10% yield despite having a low-risk portfolio (compared to other BDCs). Its net interest income continues growing at a time when other BDCs are experiencing issues, while its earnings have declined less than at similar funds.
Blackstone Secured Lending Fund (BXSL) Q1 2025 Earnings Call Transcript
Blackstone Secured Lending Fund (NYSE:BXSL ) Q1 2025 Earnings Conference Call May 7, 2025 9:30 AM ET Company Participants Justin Farshidi - Principal, Blackstone Credit and Insurance Brad Marshall - Chairman and Co-Chief Executive Officer Jonathan Bock - Co-Chief Executive Officer Carlos Whitaker - President Teddy Desloge - Chief Financial Officer Conference Call Participants Finian O'Shea - Wells Fargo Securities Melissa Wedel - JPMorgan Paul Johnson - KBW Maxwell Fritzsche - Truist Operator Welcome to the Blackstone Secured Lending First Quarter 2025 Earnings Call. [Operator Instructions].
Blackstone Secured Lending Fund (BXSL) Beats Q1 Earnings and Revenue Estimates
Blackstone Secured Lending Fund (BXSL) came out with quarterly earnings of $0.83 per share, beating the Zacks Consensus Estimate of $0.82 per share. This compares to earnings of $0.87 per share a year ago.
High-Yield Investors Rejoice: 2 Growth-Oriented BDCs Attractive On The Price Drop
Market volatility offers dividend investors a chance to buy high-quality BDCs like Blackstone Secured Lending and Morgan Stanley Direct Lending at attractive prices. Despite recession fears, BXSL and MSDL's strong fundamentals, low non-performing loans, and robust liquidity make them appealing investment opportunities. BXSL's $28 price and MSDL's discount to NAV present attractive entry points, backed by well-known asset managers and growth-focused strategies.
Blackstone Secured Lending Fund (BXSL) Stock Jumps 7.9%: Will It Continue to Soar?
Blackstone Secured Lending Fund (BXSL) was a big mover last session on higher-than-average trading volume. The latest trend in earnings estimate revisions might not help the stock continue moving higher in the near term.
3 Rock-Solid Dividend Stocks Yielding Over 8%
High-yield dividend stocks are becoming even more compelling as market volatility increases.
