Golub Capital BDC, Inc. Aktie News

BDCs have been clearly out of favor this year. Yet, there are some clear pockets of opportunity, which have started to showcase a nice momentum - just as I outlined in my recent BDC strategic piece. It does not mean, however, that all deep-discount BDCs will recover.

Dividends matter. So do losses. Look at a couple of charts and call it a day. Most people don't want to go through all the history, but we can sum up over a decade in a few images. When we compare prices and book value over time, we can see that the huge dividends were not enough. They still are not enough.

My last highest conviction buy - Gold, gold miners, and silver - has delivered phenomenal returns for me in recent months and years. I detail why midstream is now my highest conviction buy after the strong bull market in precious metals. I also share some of the best ways investors can gain exposure to midstream today.

Business development companies (BDCs) are selling off. Recent bankruptcies are sparking fears across private credit. I review the best BDC opportunities following the sell-off.

For those who adopt a dividend strategy, having a “thermometer” with which to measure the real performance of our stocks is an immense advantage. This thermometer is NAV, a simple line on a graph that anyone can observe and understand without the need for calculations or interpretations. If it grows over the years, it means that the security earned its distributions: if it goes down, it means t...

The recent sell-off has created rare value in two blue-chip, defensively positioned high-yield names: Golub Capital BDC and Blue Owl Capital. They both now trade at double-digit discounts to NAV with ~12% yields. Here's why I'm rating them strong buys despite near-term headwinds.

NEW YORK--(BUSINESS WIRE)--Golub Capital BDC, Inc., a business development company (NASDAQ: GBDC, www.golubcapitalbdc.com), announced today that it will report its financial results for the quarter and the year ended September 30, 2025 on Tuesday, November 18, 2025 after the close of the financial markets. Golub Capital BDC, Inc. will host an earnings conference call at 10:00 a.m. (Eastern Time...

Golub Capital BDC (GBDC) is downgraded to a hold due to thin dividend coverage and a downward trending NAV per share. GBDC offers a high 12% dividend yield, but future payouts are at risk if net investment income declines further, especially with more rate cuts. The portfolio remains strong with first lien debt and improving non-accruals, but rising PIK income and higher leverage raise caution.