Blackstone Secured Lending Fund

NEW YORK--(BUSINESS WIRE)--Blackstone Secured Lending Fund (NYSE: BXSL) (the “Company”) announced today that it will host its second-quarter 2026 investor conference call via public webcast on August 6, 2026 at 9:30 a.m. ET. The Company will report its second-quarter results prior to the call the morning of August 6, 2026. To register for the investor call, please use the following link: https://event.webcasts.com/starthere.jsp?ei=1767729&tp_key=6d012692ae For those unable to listen to the.

businesswire.com - 2026-07-16 06:50:00

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

July's GVAS Dogs list highlights ten fair-priced, high-yield large-cap stocks, including IRSA Inversiones, Weibo, Verizon, and AT&T, as ideal buys. Analyst targets project average net gains of 40.39% for the top ten GVAS stocks by July 2027, with risk profiles generally below market volatility. The dividend dogcatcher strategy favors stocks whose $1K dividend income exceeds share price, with 36 of 54 GVAS stocks meeting this ideal condition.

seekingalpha.com - 2026-07-11 06:01:57

Blackstone Secured Lending has seen its dividend yield spike to 13% on the back of a sustained collapse in its stock over the last year. The dividend is 100% covered by NII of $0.77 per share for BXSL's fiscal 2026 first quarter. BXSL has seen an increase in its non-accrual rate. This was 3.1% of investments at fair value at the end of the first quarter, up from 0.1% a year ago.

seekingalpha.com - 2026-07-06 11:18:47

Business Development Companies (BDCs), such as BIZD, offer high yields but carry elevated risk due to their lending to less stable small and medium businesses. Rising economic uncertainty and recent inflation spikes have increased the risk profile for BDCs, making their borrowers more vulnerable. Many BDCs have underperformed recently, resulting in even higher dividend yields and steep discounts, but these may not offset the underlying risks.

seekingalpha.com - 2026-07-02 07:30:00

Blackstone Secured Lending Fund trades at a 0.91x book value with a 12.9% yield, offering high income and downside protection. BXSL's portfolio is 97.6% first-lien secured debt, diversified across 316 companies, with strong credit ratings and conservative leverage at 1.32x. I maintain a 'Buy' rating on BXSL, citing its fully covered dividend, attractive risk/reward, and Blackstone's ability to pivot toward secular growth sectors.

seekingalpha.com - 2026-06-26 07:45:40

Part 2 of this article compares Blackstone Secured Lending's recent dividend per share rates, yield percentages, and several other highly detailed (and useful) dividend sustainability metrics to 11 other BDC peers. BXSL remains cautious regarding 2026 dividend sustainability (along with most peers). 6 covered peers already reduced dividends during Q1-Q2 2026. A couple more cuts could occur during Q3-Q4 2026. A BXSL dividend cut during calendar Q3 2026 is not a 100% probability but the odds of a 2026 reduction remain likely (analyzing the forward yield curve).

seekingalpha.com - 2026-06-23 08:29:09

Stocks are sky-high, but us contrarians are looking for dividend deals. And we found them in one forgotten corner of the Wall Street world.

forbes.com - 2026-06-13 12:25:59

Part 1 of this article compares BXSL's recent quarterly change in NAV, quarterly and trailing 24-month economic return, NII, and current valuation to 11 BDC peers. Part 1 also performs a comparative analysis between each company's investment portfolio as of 12/31/2025 and 3/31/2026. This includes an updated percentage of investments on non-accrual status. I also provide a list of the other BDC stocks I currently believe are undervalued (a buy recommendation), overvalued (a sell recommendation), or appropriately valued (a hold recommendation).

seekingalpha.com - 2026-06-09 15:00:52

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

An annual income target of approximately $50,400, or $4,200 per month, is a reasonable goal for a single 64-year-old retiree who wants investment income to carry most of the load before Social Security benefits begin. In that scenario, Social Security eventually becomes a supplement to retirement income rather than its primary source. The key question... A $625,000 Portfolio That Quietly Pays $4,200 a Month From Just Three Income Sleeves

247wallst.com - 2026-06-04 09:07:57

Blackstone Secured Lending Fund (BXSL) posted a 0.4% total NAV return in Q1, outperforming the BDC sector median despite notable portfolio headwinds. BXSL trades at a 10% discount to book value and a 13% dividend yield, but faces potential dividend pressure from rising non-accruals and NII pressures. Medallia's writedown drove the largest NAV drop since IPO (excluding COVID), raising questions about portfolio concentration and recurring revenue loan underwriting.

seekingalpha.com - 2026-06-04 08:27:45

The June GVAS portfolio highlights 13 'safer,' fair-priced large-cap value stocks with strong dividend yields and positive free cash flow margins. Top ten GVAS stocks are forecasted to deliver average net gains of 39.68% by June 2027, with yields ranging from 7.9% to 16.46%. Energy and financial sectors dominate the highest-yielding, lowest-priced GVAS, with Okeanis Eco Tankers and IRSA Inversiones offering standout upside potential.

seekingalpha.com - 2026-06-04 07:49:26

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

There is a principle I have followed for 30 years in this business. When the smartest credit team on the planet starts aggressively buying a beaten-down asset class they understand better than anyone alive, you do not sit on your hands and debate whether the timing is perfect.

benzinga.com - 2026-05-24 13:33:07

Passive income is characterized by its ability to generate revenue without requiring the earner's continuous active effort, making it a desirable financial strategy for those seeking to diversify their income streams or achieve financial independence.

247wallst.com - 2026-05-20 08:14:25

The BDC sector has been hit hard since July 2025. However, I think the tide may be about to turn with a bright future ahead for some companies in the sector. I share which BDC names I think are poised to outperform moving forward.

seekingalpha.com - 2026-05-16 09:29:58

More than 1,500 stocks have reported earnings since the current season began in mid-April, and the average stock that has reported has seen an average absolute one-day share price reaction of roughly 7%. The last time we saw earnings vol spike was during the Financial Crisis bear market, when stocks were tanking. This time around, we're seeing earnings vol increase during a strong AI-driven bull market. Tech stocks are seeing record earnings day volatility as investors and traders presumably make snap judgements about AI's future impact on the bottom line.

seekingalpha.com - 2026-05-14 16:10:00

Blackstone Secured Lending faces mounting risks with sequential declines in net investment income and NAV and a sharp rise in non-accruals. BXSL's dividend coverage dropped to 100%, and non-accruals surged from 0.6% to 4.7%, signaling deteriorating credit quality. Despite a 12.6% yield and 7.3% NAV discount, I see no near-term catalysts and expect a potential 9–10% dividend cut before year-end.

seekingalpha.com - 2026-05-11 07:30:00

Blackstone Secured Lending Fund. (BXSL) Q1 2026 Earnings Call Transcript

seekingalpha.com - 2026-05-10 15:07:50

Blackstone Secured Lending Fund NYSE: BXSL reported first-quarter 2026 net investment income of $179 million, or $0.77 per share, fully covering its quarterly dividend, as management emphasized the resilience of its senior secured lending portfolio amid market volatility and rising non-accruals.

marketbeat.com - 2026-05-09 13:13:39

I am downgrading Blackstone Secured Lending to 'Hold' due to a sharp rise in non-accruals and reduced dividend coverage in Q1 '26. BXSL's Q1 non-accrual ratio jumped to 3.1%, based off of fair value, and dividend coverage dropped to 100%, leaving no margin for error. Despite a 10% discount to NAV, BXSL has a negative outlook for its dividend.

seekingalpha.com - 2026-05-09 09:18:39

Blackstone Secured Lending offers a high 12.7% yield backed by a conservative portfolio and Blackstone's proven credit expertise. BXSL also trades at a substantial discount to NAV. However, the recent jump in non-accruals and looming AI disruption risk are putting a fresh spotlight on the sustainability of the dividend.

seekingalpha.com - 2026-05-09 01:48:33

Blackstone Secured Lending Fund (BXSL) came out with quarterly earnings of $0.77 per share, beating the Zacks Consensus Estimate of $0.75 per share. This compares to earnings of $0.83 per share a year ago.

zacks.com - 2026-05-07 08:46:23

NEW YORK--(BUSINESS WIRE)--Blackstone Secured Lending Fund (NYSE: BXSL or the “Company”) today reported its first-quarter 2026 results. Brad Marshall, Co-Chief Executive Officer of Blackstone Secured Lending Fund, said, “BXSL reported another strong quarter despite recent market volatility, with net investment income per share fully covering our dividend per share of $0.77, representing an 11.7% annualized dividend yield on NAV of $26.26 per share. New investment activity was nearly $325 millio.

businesswire.com - 2026-05-07 06:50:00

With $14.7 billion in total assets, the Blackstone Secured Lending Fund is one of the largest publicly traded business development companies. At the end of 2025, BXSL reported a non-accrual rate of 0.6% on a cost basis, by far the lowest among all the BDCs I have researched so far. This can be mostly attributed to the fact that 97.6% of BSXL's portfolio is invested in first-lien senior secured loans, the highest proportion within my coverage universe.

seekingalpha.com - 2026-04-23 10:30:52

NEW YORK--(BUSINESS WIRE)--Blackstone Secured Lending Fund (NYSE: BXSL) (the “Company”) announced today that it will host its first-quarter 2026 investor conference call via public webcast on May 7, 2026 at 9:30 a.m. ET. The Company will report its first-quarter results prior to the call the morning of May 7, 2026. To register for the investor call, please use the following link: https://event.webcasts.com/starthere.jsp?ei=1759712&tp_key=af0b41e04f For those unable to listen to the live bro.

businesswire.com - 2026-04-20 06:50:00