Author's note: This is your chance to try us out – without any strings attached. Activate your two-week free trial period now and see if The Insiders Forum is right for you.Shares of business development company Golub Capital BDC, Inc. (NASDAQ: GBDC ) are down 13% since achieving a post-pandemic selloff high of $17.72 in April 2024 as its borrowing costs rose. In addition to its spreads thinning out in its most recentWe run the investing group The Insiders Forum where we specialize in small and mid-cap stoc ...

With many Business Development Companies (BDCs) trading at high valuations above their net asset values, and the overall market continuing to trend higher, there seems to be limited opportunities to buy quality dividend stocksThis article was co-produced with The Dividend Collectuh.Introducing iREIT®Join iREIT® on Alpha today to get the most in-depth research that includes REITs, mREIT, Preferreds, BDCs, MLPs, ETFs, Builders, and Asset Managers. Our iREIT® Tracker provides data on over 250 tickers with our ...

Alistair Berg This article was coproduced with The Dividend Collectuh. Introduction With the Fed all but confirming that interest rates will likely be cut this month, I have to admit I was expecting a larger pullback within the business development company sector. However, many of the higher-quality BDCs and their share prices have held up well since the July CPI report showed inflation to be cooling, paving the way for interest rate cuts. Although the BDC sector has seen a slight retraction over the past t ...

The Zacks SBIC & Commercial Finance industry will continue to benefit from favorable regulatory changes and a rise in demand for personalized financing solutions as rates come down. However, gradual deterioration in asset quality because of prolonged high rates and the expected economic slowdown will hurt industry players' financials in the coming days. Heightened competition and portfolio companies' difficulty in servicing debt are other major industry headwinds. Yet, a few players like Golub Capital BDC, ...

Pgiam/E+ via Getty Images Overview With interest rate cuts expected to happen in September, it seems like capital is starting to flow out of the Business Development Company sector. As a result, we can see lots of BDCs experiencing price declines. However, I am totally comfortable with this happening and I'll try to explain why you should be as well. For example, we can see how Golub Capital (NASDAQ:GBDC) fell by nearly 5% over the last five days. This movement followed the both the VanEck BDC Income ETF (B ...

Sashkinw It pays to have a diversified basket of income, and for most investors, that means putting together a portfolio of 20 or more stocks in different industries. That's probably easier said than done, as stocks in a portfolio will fall in and out of favor with the market, thereby creating imbalances. This results in a need for portfolio rebalancing every now and then for those who want to maintain equal weightings as a manner of reducing risk and volatility, and this can involve additional work, thereb ...

However, gradual deterioration in asset quality because of prolonged high rates and economic slowdown will hurt industry players' financials. Increased competition and portfolio companies' difficulty in servicing debt are other major headwinds being faced by the industry. Yet, a few names, like Golub Capital BDC, Inc. (GBDC) and Crescent Capital BDC, Inc. (CCAP) , are worth investing in. The Zacks SBIC & Commercial Finance industry comprises companies that provide finance to small and midsized privately hel ...

The Finance group has plenty of great stocks, but investors should always be looking for companies that are outperforming their peers. Golub Capital BDC (GBDC) is a stock that can certainly grab the attention of many investors, but do its recent returns compare favorably to the sector as a whole? By taking a look at the stock's year-to-date performance in comparison to its Finance peers, we might be able to answer that question. Golub Capital BDC is a member of our Finance group, which includes 854 differen ...

Klaus Vedfelt Golub Capital BDC Inc. (NASDAQ:GBDC) is selling for a reasonable 8% premium to net asset value considering the strength of the business development company's underlying excess dividend coverage and adjusted net investment income growth. Golub Capital BDC paid out only 84% of its adjusted net investment income in the last year and has consistently distributed excess portfolio income as special dividends. I think that the 8% for Golub Capital is reasonable considering that the business developme ...

Jonathan Kitchen In this article, we catch up on the latest quarterly results of the Golub Capital BDC (NASDAQ:GBDC). The company delivered a good quarterly result with a 3.8% total NAV return. It trades at a 10.5% total dividend yield and a 13 premium to book. Its net income yield is 11.9% - in line with the sector median. The company's loan portfolio targets primarily floating-rate first-lien loans and is very well diversified with over 300 positions. Top sectors include software and healthcare. Quarter U ...