Belden Inc. is rated Buy at $172/share, driven by the RUCKUS acquisition and its unified IT/OT network platform strategy. RUCKUS expands Belden's global customer base and enables cross-selling with minimal overlap, supporting Industry 4.0 and physical AI deployment. RUCKUS is expected to be margin-accretive, targeting a 60% gross margin and a 20% aEBITDA margin, with management guiding a $710M revenue forecast for eFY26.

seekingalpha.com - 2026-07-15 12:32:39

Barings BDC Inc. offers compelling relative value, trading at a 0.76x P/NAV despite structural advantages over peers. BBDC's lower SaaS exposure (~13% vs. sector +20%), below-average non-accruals (2.0% vs. sector 4.1%), and competitive fee structure support a premium valuation. A 17% price appreciation to a 0.89x P/NAV, in line with GBDC, appears realistic alongside a 10%+ dividend yield.

seekingalpha.com - 2026-07-15 09:15:00

MISSION WOODS, Kan.--(BUSINESS WIRE)--Palmer Square Capital BDC Inc. (NYSE: PSBD) ("Palmer Square" or the "Company"), an externally managed business development company, today announced that it will release its financial results for the second quarter ended June 30, 2026, before the market opens on Wednesday, August 5, 2026. Palmer Square will host a conference call at 1:00 pm ET that day to review its financial performance and conduct a question-and-answer session. To participate in the earnin.

businesswire.com - 2026-07-14 16:05:00

Belden Inc. (NYSE: BDC), a leading global provider of complete connection solutions, is proud to announce apartnership betweenits connected brand, CloudRail, a

gurufocus.com - 2026-07-14 10:00:00

ST. LOUIS--(BUSINESS WIRE)--Belden Inc. (NYSE: BDC), a leading global provider of complete connection solutions, is proud to announce a partnership between its connected brand, CloudRail, and Tulip, a provider of frontline operations platforms for manufacturing. Together, Belden and Tulip are helping life sciences and consumer packaged goods (CPG) manufacturers accelerate brownfield digitization by connecting legacy equipment to modern frontline operations applications without disrupting produc.

businesswire.com - 2026-07-14 09:00:00

CHARLOTTE, N.C.--(BUSINESS WIRE)--Barings BDC, Inc. (NYSE: BBDC) (“Barings BDC” or the “Company”) announced today that it will report its financial results for the second quarter ended June 30, 2026, on Wednesday, August 5, 2026, after the market closes. Barings BDC, Inc. has scheduled a conference call to discuss its second quarter 2026 financial results for Thursday, August 6, 2026, at 8:30 a.m. ET. To listen to the call, please dial 877-407-8831 or 201-493-6736 approximately 10 minutes prior.

businesswire.com - 2026-07-14 06:15:00

The VanEck BDC Income ETF (NYSEARCA:BIZD) just delivered a jolt to income investors: its July distribution came in at $0.24 per share, roughly half the $0.48 paid in April.

247wallst.com - 2026-07-12 21:31:29

CHICAGO--(BUSINESS WIRE)--Kayne Anderson BDC, Inc. (NYSE: KBDC) (“KBDC”), a business development company externally managed by its investment adviser, KA Credit Advisors, LLC, announced today that it will release its financial results for the second quarter ended June 30, 2026 on Monday, August 10, 2026, after the close of financial markets. KBDC will host a conference call at 10:00 am ET on Tuesday, August 11, 2026, to review its financial results. All interested parties are invited to partici.

businesswire.com - 2026-07-09 16:05:00

In the working world, paychecks show up every two weeks. Or at least, every month.

forbes.com - 2026-07-09 12:10:06

ST. LOUIS--(BUSINESS WIRE)--Belden Inc. (NYSE: BDC), a leading global provider of complete connection solutions, today announced the release of its new ProSoft Technology ELX3 ProLinx Edge™ Gateway. This offering unites operational technology (OT) protocol conversion with lightweight, Docker-based edge application hosting on a single ruggedized hardware platform—enabling organizations to deploy data acquisition, digital connectivity (including digital twin/asset monitoring) and CPU-based edge a.

businesswire.com - 2026-07-09 09:00:00

NEW YORK--(BUSINESS WIRE)--Golub Capital BDC, Inc., a business development company (NASDAQ: GBDC, www.golubcapitalbdc.com) (“GBDC”), announced today that it will report its financial results for the quarter ended June 30, 2026 on Monday, August 3, 2026 after the close of the financial markets. Golub Capital BDC, Inc. will host an earnings conference call at 10:00 a.m. (Eastern Time) on Tuesday, August 4, 2026 to discuss its quarterly financial results. All interested parties may register to par.

businesswire.com - 2026-07-07 17:40:00

NEW YORK--(BUSINESS WIRE)--Goldman Sachs BDC, Inc. (“GS BDC”) (NYSE: GSBD) announced today that it will report its second quarter ended June 30, 2026 financial results after the market closes on Thursday, August 6, 2026. GS BDC will also host an earnings conference call on Friday, August 7, 2026 at 9:00 am Eastern Time to discuss its financial results. All interested parties are invited to participate via telephone or the audio webcast, which will be hosted on the Investor Resources section of.

businesswire.com - 2026-07-07 17:06:00

Belden (BDC) has been upgraded to a Zacks Rank #2 (Buy), reflecting growing optimism about the company's earnings prospects. This might drive the stock higher in the near term.

zacks.com - 2026-07-03 13:00:30

Kayne Anderson BDC remains a buy, offering an attractive risk-to-reward profile despite sector headwinds and recent underperformance. KBDC trades at a 16% discount to BV, with nearly 12% dividend yield and ~107.5% NII coverage, supporting dividend safety. Portfolio diversification is strong, with minimal (2%) software/technology exposure, reducing AI disruption risk relative to peers.

seekingalpha.com - 2026-07-03 07:24:54

RICHARDSON, Texas--(BUSINESS WIRE)-- #InvestorRelations--Vistance Networks (NASDAQ: VISN) announced the closing of the transaction to sell its RUCKUS Networks business to Belden Corporation (NYSE: BDC).

businesswire.com - 2026-07-01 08:41:00

ST. LOUIS--(BUSINESS WIRE)--Belden Inc. (NYSE: BDC) (“Belden” or the “Company”), a leading global supplier of specialty networking solutions, today announced that it has completed its acquisition of RUCKUS Networks (“RUCKUS”), a global provider of intelligent network solutions, from Vistance Networks (Nasdaq: VISN). RUCKUS' leading enterprise networking portfolio, including industry-leading Wi-Fi, enterprise switching capabilities and AI driven network management platforms, make Belden a preemi.

businesswire.com - 2026-07-01 08:33:00

Crescent Capital BDC, Inc. trades at a 39% NAV discount after a 19% dividend cut was announced due to falling NII. CCAP's non-accrual ratio doubled year-over-year to 3.6%, based on fair value, pressuring net investment income and dividend coverage. The portfolio is 92% first liens, and the forward dividend yield is 12%, with Q1'26 coverage at 1.0x.

seekingalpha.com - 2026-06-30 16:09:53

HLIT's broadband growth, stronger price gains and upbeat estimate revisions help it stand out over BDC despite a richer valuation.

zacks.com - 2026-06-25 13:36:14

CSWC remains a high-quality BDC with strong first-lien debt focus and well-diversified portfolio across 131 companies. I maintain a hold rating on CSWC due to its 39% premium to book value and recent yield compression from 11.3% to 10.8%. Dividend coverage is tightening, with Q4 NII of $0.57 per share falling short of the $0.64 total dividend, contributing to a NAV decline.

seekingalpha.com - 2026-06-24 16:30:46

MISSION WOODS, Kan.--(BUSINESS WIRE)--Palmer Square Capital BDC Inc. (NYSE: PSBD) (“Palmer Square” or the “Company”), an externally managed business development company, today announced that its Board of Directors has declared a second quarter 2026 supplemental dividend of $0.03 per share. Shareholders of record as of June 26, 2026, will receive the supplemental dividend, payable on July 13, 2026. The supplemental dividend will be paid out of the excess of the Company's quarterly undistributed.

businesswire.com - 2026-06-24 07:00:00

Barings BDC remains a hold as portfolio stability persists, but growth catalysts are lacking amid sector headwinds and higher rates. BBDC trades at a 24.77% discount to NAV, reflecting limited growth, thin dividend coverage, and persistent net investment income declines. Dividend yield stands at 12.5%, but coverage is razor-thin; a 20% reduction is advised to improve sustainability and NAV protection.

seekingalpha.com - 2026-06-22 23:02:52

Trinity Capital (TRIN) stands out among BDCs, delivering 18% annual performance and strong growth despite sector headwinds. TRIN reported Q1 top-line growth of 38% and robust portfolio expansion, with disciplined underwriting and limited SaaS exposure. Dividend coverage remains solid at 104%, supported by low leverage, $68M spillover income, and a premium to NAV (1.26x).

seekingalpha.com - 2026-06-22 12:30:00

NEW YORK--(BUSINESS WIRE)--Halper Sadeh LLC, an investor rights law firm, is investigating the merger of Chicago Atlantic BDC, Inc. (NASDAQ: LIEN) and Chicago Atlantic Real Estate Finance, Inc.Halper Sadeh encourages LIEN shareholders to click here to learn more about their rights and options or contact Daniel Sadeh or Zachary Halper free of charge at (212) 763-0060 or [email protected] or [email protected] investigation concerns whether LIEN and its board of directors violated the.

businesswire.com - 2026-06-22 09:16:00

Trinity Capital is a well-managed, internally managed BDC with a differentiated equipment financing focus and strong portfolio discipline. TRIN's fundamentals are robust, but recent non-accruals have re-accelerated, highlighting some credit risk beneath the surface. Shares trade at a historically rich premium (1.28x NAV, >8x NII), making the current valuation stretched relative to the sector and history.

seekingalpha.com - 2026-06-19 06:44:28

Chicago Atlantic BDC, Inc. (LIEN) M&A Call Transcript

seekingalpha.com - 2026-06-18 11:32:12

Creates a scaled BDC positioned for growth while maintaining industry leading credit quality and portfolio yield Creates a scaled BDC positioned for growth while maintaining industry leading credit quality and portfolio yield

globenewswire.com - 2026-06-18 07:00:00

ST. LOUIS--(BUSINESS WIRE)--Belden Inc. (NYSE: BDC), a leading global provider of complete connection solutions, today announced the launch of its new PPC DiamonDrop™, a single-fiber drop cable engineered to make field terminations faster, easier and more reliable for last-mile/drop broadband applications. Designed for outdoor aerial and underground installations, DiamonDrop features an innovative core design that enables the jacket to peel cleanly when exposing the 900 µm buffered fiber, drama.

businesswire.com - 2026-06-16 09:00:00

We take a look at the action in business development companies through the first week of June and highlight some of the key themes we are watching. BDCs fell this week along with the rest of the income space. We look at factors in deciding to allocate between the manager and its BDCs. At the moment we like both Blue Owl stocks OWL and OTF.

seekingalpha.com - 2026-06-13 06:31:48

Blue Owl Capital is downgraded to a sell due to persistent earnings declines, thin dividend coverage, and limited new investment activity. OBDC trades at a steep 22.5% discount to NAV, yet lacks near-term growth catalysts and faces ongoing NAV deterioration. The portfolio's heavy software exposure and elevated risk from AI disruption raise concerns about future non-accruals and earnings stability.

seekingalpha.com - 2026-06-12 22:06:00

Main Street Capital is upgraded to 'Strong Buy' as shares trade at 1.56x NAV, below historical midpoints. MAIN's internally managed structure, NAV compounding, and focus on lower middle market businesses drive superior long-term performance and dividend safety. Portfolio exposure to tech and AI disruption is minimal (

seekingalpha.com - 2026-06-12 20:58:34

BDC's growth push blends innovation, acquisitions and automation demand, but its stock has trailed industry and peers over the past year.

zacks.com - 2026-06-12 11:50:48

Belden Inc. (NYSE: BDC) (“Belden” or the “Company”), a leading global supplier of specialty networking solutions, announced today that it has successfu

gurufocus.com - 2026-06-11 18:00:00

ST. LOUIS--(BUSINESS WIRE)--Belden Inc. (NYSE: BDC) (“Belden” or the “Company”), a leading global supplier of specialty networking solutions, announced today that it has successfully syndicated and priced a new $1.85 billion aggregate principal amount senior secured term loan B due 2033 (the "Facility").The loans under the Facility will be issued at a price equal to 99.75% of their face value (or with an original issue discount of 0.25%) and bear interest at SOFR plus 2.25%, with closing expect.

businesswire.com - 2026-06-11 17:30:00

On June 10, 2026, Belden Inc (BDC) shares fell 3.9%, bringing the current price to $105.83. This decline is notable within the context of the stock's 52-week ra

gurufocus.com - 2026-06-10 20:37:00

Ares Capital Corporation is one of the best BDCs in history. However, the market has traded down its shares recently so that it trades at a rare discount to its NAV. I take an in-depth look at the dividend's sustainability, and risk factors facing the company and share my updated take on the investment thesis.

seekingalpha.com - 2026-06-08 15:40:21

REITs, BDCs, and MLPs are structured to be powerful income machines. I detail a REIT, BDC, and MLP that I think are ideal for retiring on dividends. I also share some risk factors to keep in mind for each of them.

seekingalpha.com - 2026-06-08 07:05:00

We take a look at the action in business development companies through the last week of May and highlight some of the key themes we are watching. BDCs outperformed all other income sectors last week, with historic underperformers PSEC, TCPC, and HRZN rallying despite median valuations remaining near recessionary lows. Relative valuations for holdings like BCSF, BBDC, and GBDC have improved, but yield compression after outperformance warrants reassessment of fundamental appeal and potential portfolio rotation.

seekingalpha.com - 2026-06-06 03:59:46

Vistance Networks remains a Buy, with a compelling valuation disconnect after divesting CCS and RUCKUS, leaving Aurora Networks as the core business. Aurora's Q1 2026 revenue surged 33% YoY, but EBITDA margin was flat at 16.9% due to memory chip cost headwinds and stranded costs. VISN anticipates a ~$7.5/share distribution from the RUCKUS sale, adding to the prior $10/share CCS distribution, with a clean balance sheet and potential for strategic acquisitions.

seekingalpha.com - 2026-06-03 05:02:46

Alphabet and two under-the-radar stocks with growing exposure to AI data center spending look like excellent value now.

fool.com - 2026-06-02 02:30:00

Saratoga Investment remains a hold, balancing portfolio resilience with notable risks from elevated software exposure and dividend coverage concerns. SAR's 14.4% yield is attractive, but adjusted net investment income fell below payout levels, raising the likelihood of a near-term dividend reduction. Despite 28% software exposure and sector headwinds, SAR's disciplined underwriting and low non-accruals (0.2% of portfolio) have limited realized losses.

seekingalpha.com - 2026-06-02 01:44:19

Kayne Anderson BDC is rated Hold, balancing solid dividend coverage and portfolio resilience against rising non-accruals and watchlist exposure. KBDC maintains a defensive portfolio: 93% first-lien, low software exposure, high diversification, and stable leverage at 1.05x, supporting dividend stability. Non-accruals and watchlist percentages have increased, but management expects improvement as certain troubled assets are resolved in coming quarters.

seekingalpha.com - 2026-06-01 19:34:20

6% to 8% yield range is where investors can find quite many opportunities without losing their sleep at night. 8%+ (and certainly 10%+) allocations increase risks exponentially. However, high risk isn't the same as certain value destruction.

seekingalpha.com - 2026-06-01 09:15:00

Goldman Sachs BDC (NYSE:GSBD) held its base dividend flat at $0.32 through the first quarter — but current earnings did not fund it. Net investment income of $0.22 per share covered roughly two-thirds of the payout, against a reported loss of $0.12 per share once marks were included.

benzinga.com - 2026-06-01 08:50:25

Kayne Anderson BDC (KBDC) offers a near 10% yield and trades at a 9% discount to NAV, yet I maintain a Hold rating. KBDC's fundamentals remain resilient, with high first-lien exposure and solid dividend coverage, but deal flow and investment activity have declined sharply. Rising non-accruals, increased payment-in-kind income, and persistent inflation signal potential credit quality deterioration and macro risks for KBDC.

seekingalpha.com - 2026-06-01 08:15:00

The Invesco KBW High Dividend Yield Financial ETF (NASDAQ:KBWD) advertises a distribution yield near 12%, roughly four times what a mainstream dividend ETF pays.

247wallst.com - 2026-05-29 06:34:34

April net investment activity reached a multi-year low as rising stock valuations and BDC sector weakness prompted a cautious approach and selective BDC purchases. Focused April allocations on Ares Capital, Blue Owl Capital, and Hercules Capital, yielding a 7.5% average on new investments despite sector headwinds. Dividend income set a modest April record at $990, up 3% year-over-year, with BDCs contributing 27% of Q2 year-to-date dividends but facing potential further cuts.

seekingalpha.com - 2026-05-26 23:25:03

We take a look at the action in business development companies through the third week of May and highlight some of the key themes we are watching. BDCs were lower on the week, with PSEC hit by a dividend cut and OTF rebounding after prior software loan-driven losses. Q1 BDC results show no significant systemic deterioration; average total NAV return was flat, but dispersion remains wide across names.

seekingalpha.com - 2026-05-23 23:14:00

Capital Southwest trading significantly above NAV is a massive competitive advantage, allowing it to issue highly accretive equity. The Circle of Virtue: Selling stock at +$20 to fund $16 NAV assets creates instant earnings growth. CSWC generated a massive $0.59 in NAV accretion over the past year simply by issuing equity at a premium.

seekingalpha.com - 2026-05-23 10:30:00

Hercules Capital (HTGC) now trades at 1.2x NAV, offering a compelling entry point for income-focused investors. HTGC maintains a robust, internally managed portfolio with a 12% dividend yield, supported by stable net investment income and disciplined underwriting. Recent valuation compression reflects market concerns over AI-driven disruption in software, but only a third of HTGC's portfolio is exposed.

seekingalpha.com - 2026-05-22 08:34:02

MISSION WOODS, Kan.--(BUSINESS WIRE)--Palmer Square Capital BDC Inc. (NYSE: PSBD) (“PSBD” or the “Company”), an externally managed business development company, today announced that the Company's board of directors authorized an increase and extension of the Company's previously established open-market share repurchase program (the “Repurchase Program”). Under the increased and extended Repurchase Program, the board of directors authorized the Company to repurchase an additional $30 million of.

businesswire.com - 2026-05-21 16:05:00