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Belden SVP Sells Shares Worth $689,000
The Motley Fool· 2025-07-18 18:01
Core Insights - Brian Anderson, Senior Vice President and General Counsel of Belden, sold 5,601 shares for approximately $689,000, leaving him with 45,135 shares post-transaction [1][2][8] Transaction Summary - Shares traded amounted to 5,601 with a total transaction value of $689,203 [2] - Post-transaction, the insider holds 45,135 shares, valued at approximately $5.55 million [2] - Year-to-date performance of Belden shares is 14.5% as of July 18, 2025 [2][4] Ownership Retention - Post-sale, the insider retains approximately 0.11% of the total outstanding shares [3] Company Overview - Belden has a market capitalization of $5.1 billion and employs around 7,500 people [5] - The company reported a trailing twelve-month revenue of $2.55 billion and a net income of $213 million [5] - Belden specializes in signal transmission solutions, including copper and fiber cables, connectivity systems, and industrial Ethernet switches [5][7] Customer Base - Primary customers include distributors, original equipment manufacturers, installers, and end-users across various sectors such as data centers, commercial real estate, and healthcare [6] Performance Metrics - Belden's shares have increased by 37% over the past 12 months and 286% over the last five years [9] - The company achieved its highest gross margin of nearly 40% in the first quarter of the current year [9] - Organic business growth was reported at 11% compared to the previous year's first quarter [9] Market Position - Belden is positioned to benefit from a growing broadband market, with management indicating increased demand for networking products [10] - The stock is currently trading at 25.3 times trailing twelve-month earnings, slightly above its five-year average of 22.4, suggesting potential for further growth [11]
Strength Seen in Belden (BDC): Can Its 3.6% Jump Turn into More Strength?
ZACKS· 2025-07-18 12:15
Company Overview - Belden's shares increased by 3.6% to close at $130.81, with notable trading volume compared to typical sessions, and a total gain of 15.4% over the past four weeks [1] - In Q1 2025, Belden's revenues rose by 16.6% year-over-year to $625 million, surpassing the Zacks Consensus Estimate of $613 million, while adjusted earnings per share (EPS) were $1.60, exceeding the estimate of $1.48, marking a 29% year-over-year increase [2] - The upcoming quarterly earnings report is expected to show EPS of $1.72, reflecting a year-over-year increase of 13.9%, with revenues projected at $653 million, an 8.1% increase from the previous year [3] Earnings Estimates and Market Position - The consensus EPS estimate for Belden has remained unchanged over the last 30 days, indicating that stock price movements may not continue without trends in earnings estimate revisions [4] - Belden holds a Zacks Rank of 3 (Hold), suggesting a neutral outlook, while another company in the same industry, Atkore Inc., also holds a Zacks Rank of 3 and has seen a 3.4% increase in its stock price [4][5]
A BDC Pair Trade Opportunity By Hecrules Capital And Ares Capital
Seeking Alpha· 2025-07-17 00:15
Group 1 - The article discusses investment strategies focusing on fixed-income products, including mispriced preferred stocks and baby bonds [1] - The service provided by Trade With Beta includes frequent stock picks, weekly reviews of over 1200 equities, IPO previews, and hedging strategies [1] - The analyst has a beneficial long position in HTGC shares, indicating a vested interest in the stock [1] Group 2 - The article mentions a short position on ARCC, suggesting a bearish outlook on this investment [2] - It emphasizes that past performance does not guarantee future results, highlighting the inherent risks in investment decisions [2] - The article clarifies that Seeking Alpha does not provide personalized investment advice and that its analysts may not be licensed [2]
Goldman Sachs BDC: Does Its Dividend Yield Make It A Buy?
Seeking Alpha· 2025-07-16 07:28
Company Overview - Goldman Sachs BDC (NYSE: GSBD) declared a quarterly base cash dividend of $0.32 per share, unchanged from its prior distribution, resulting in an annualized dividend of $1.28 per share, which corresponds to a 10.85% dividend yield [1]. Market Insights - The equity market serves as a powerful mechanism where daily price fluctuations can lead to significant wealth creation or destruction over the long term [1]. - Pacifica Yield focuses on long-term wealth creation by targeting undervalued yet high-growth companies, high-dividend stocks, REITs, and green energy firms [1].
Ares Capital Is My Largest BDC Holding For A Reason
Seeking Alpha· 2025-07-14 15:42
Company Overview - Ares Capital (NASDAQ: ARCC) is identified as a leading business development company (BDC) that specializes in providing debt and equity financing to U.S. middle-market businesses, which are noted for their strong market positions [1]. Investment Strategy - The company emphasizes dividend investing as a key strategy for achieving financial freedom, highlighting its accessibility and effectiveness in building long-term wealth [1]. Analyst Expertise - The analyst possesses extensive experience in mergers and acquisitions (M&A) and business valuation, having evaluated numerous businesses and participated in both sell-side and buy-side transactions [1]. Sector Focus - Ares Capital's investment focus spans various sectors, including technology, real estate, software, finance, and consumer staples, which form the core of its portfolio [1].
BDC Weekly Review: Should We Trust BDC NAVs?
Seeking Alpha· 2025-07-13 03:59
Group 1 - The article provides a weekly review of market activity in the Business Development Company (BDC) sector, focusing on both individual news and broader market trends [1] - ADS Analytics is a team of analysts with experience in research and trading at leading global investment banks, specializing in generating income ideas from various security types including BDCs [2]
BDC Misconceptions Setting Investors Up For Failure
Seeking Alpha· 2025-07-10 15:13
Group 1 - The article discusses misconceptions in the CLO Equity sector that are prevalent among investors [1] - The previous article on CLO Equity was well received, prompting further exploration of the topic [1] - The company offers tools for navigating various investment markets, including BDC, CEF, OEF, preferred, and baby bonds [1] Group 2 - The company provides Investor Guides for CEFs, Preferreds, and PIMCO CEFs [2] - A promotional offer for a 2-week free trial is available for potential investors [2]
Chicago Atlantic BDC: Remains Resilient But Limited Growth Potential (Rating Downgrade)
Seeking Alpha· 2025-07-09 20:01
Core Insights - The article emphasizes the importance of a hybrid investment strategy that combines classic dividend growth stocks with Business Development Companies, REITs, and Closed End Funds to enhance investment income while achieving total returns comparable to traditional index funds [1]. Investment Strategy - The investment approach focuses on high-quality dividend stocks and assets that provide long-term growth potential, which can significantly contribute to income generation [1]. - The strategy aims to create a balanced portfolio that captures total returns on par with the S&P 500, indicating a robust performance benchmark [1].
BDC Weekly Review: State Street Reboots Its Private Credit Effort
Seeking Alpha· 2025-07-05 03:25
Core Insights - The article discusses market activity in the Business Development Company (BDC) sector, focusing on both individual news and events as well as providing a broader market overview [1]. Group 1 - The BDC Market Weekly Review highlights the importance of understanding market dynamics from a bottom-up and top-down perspective [1]. - The article encourages exploration of Systematic Income's Income Portfolios, which are designed with yield and risk management in mind [1]. - It mentions the availability of Interactive Investor Tools to assist in navigating various financial markets, including BDCs, Closed-End Funds (CEFs), Open-End Funds (OEFs), preferred stocks, and baby bonds [1]. Group 2 - The article promotes investor guides related to CEFs, preferred stocks, and PIMCO CEFs, indicating a focus on educational resources for investors [2]. - It offers a no-risk opportunity for potential investors to sign up for a 2-week free trial, suggesting an effort to attract new clients [2].
BDC Dividend Cut Storm Likely Ahead
Seeking Alpha· 2025-07-04 13:15
Group 1 - High-income investors have limited asset classes where they can invest with confidence in durable yields, avoiding unsustainable sources like return of capital or aggressive leverage [1] Group 2 - Roberts Berzins has over a decade of experience in financial management, assisting top-tier corporates in shaping financial strategies and executing large-scale financings [2] - Berzins has contributed to institutionalizing the REIT framework in Latvia to enhance liquidity in pan-Baltic capital markets [2] - His policy-level work includes developing national SOE financing guidelines and frameworks for channeling private capital into affordable housing [2] - Berzins holds a CFA Charter and an ESG investing certificate, and has interned at the Chicago Board of Trade [2] - He is actively involved in thought-leadership activities to support the development of pan-Baltic capital markets [2]