Workflow
Belden(BDC)
icon
Search documents
Goldman Sachs BDC: Huge Discount Doesn't Justify A Buy Rating
Seeking Alpha· 2025-07-20 12:00
Core Insights - Business Development Companies (BDCs) are perceived as risky investments due to their unique business models, which involve lending to private, smaller, and sometimes financially distressed companies [1]. Group 1 - BDCs function similarly to banks but focus on private and smaller enterprises [1]. - The sector attracts investors who are interested in dividend investing, particularly in high-quality, dividend-paying companies [1].
Kayne Anderson BDC: Potential, But Nothing Special Yet
Seeking Alpha· 2025-07-19 12:00
Core Insights - The article emphasizes the importance of dividend investing in quality blue-chip stocks, Business Development Companies (BDCs), and Real Estate Investment Trusts (REITs) as a strategy for building wealth and achieving financial independence [1]. Group 1 - The author identifies as a buy-and-hold investor who prioritizes quality investments over quantity, aiming to supplement retirement income through dividends within the next 5-7 years [1]. - The article aims to assist hard-working lower and middle-class individuals in constructing investment portfolios that focus on high-quality, dividend-paying companies [1]. - The author expresses a desire to provide a new perspective to investors, helping them reach financial independence through informed investment choices [1].
BDC Weekly Review: Early BDC Earnings Look Fine
Seeking Alpha· 2025-07-19 02:45
Group 1 - The BDC Market Weekly Review provides insights into market activity in the Business Development Company sector, focusing on both individual news and broader market trends [1] - Systematic Income offers Income Portfolios designed with yield and risk management considerations, indicating a strategic approach to investment in the BDC sector [1] Group 2 - Interactive Investor Tools are available for navigating various markets including BDC, CEF, OEF, preferred, and baby bonds, suggesting a comprehensive resource for investors [2] - Investor Guides are provided for CEFs, Preferreds, and PIMCO CEFs, indicating a focus on educating investors about different investment vehicles [2]
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]