GOLUB CAPITAL BDC, INC. EARNINGS PRESENTATION QUARTER ENDED DECEMBER 31, 2025 Confidential | for discussion purposes only Disclaimer Some of the statements in this presentation constitute forward-looking statements, which relate to future events or our future performance or financial condition. The forward-looking statements contained in this presentation involve risks and uncertainties, including statements as to: our future operating results; our business prospects and the prospects of our portfolio compa ...

For more information, submit a form, email attorney Aaron Dumas, Jr., or give us a call at (800) 350-6003. The Allegations: Robbins LLP is Investigating Allegations that BlackRock TCP Capital Corp. (TCPC) Misled Investors Regarding its Business Prospects According to the complaint, during the class period, defendants failed to disclose to investors: (1) the Company's investments were not being timely and/or appropriately valued; (2) the Company's efforts at portfolio restructuring were not effectively resol ...

LOS ANGELES, Feb. 04, 2026 (GLOBE NEWSWIRE) -- Crescent Capital BDC, Inc. (“Crescent BDC”) (NASDAQ: CCAP) today announced it will release its financial results for the fourth quarter and fiscal year ended December 31, 2025 on Wednesday, February 18, 2026 after market close. Crescent BDC invites all interested persons to attend its webcast/conference call on Thursday, February 19, 2026 at 12:00 p.m. Eastern Time to discuss its fourth quarter and year ended December 31, 2025 financial results. Conference Call ...

Ares Capital (NasdaqGS:ARCC) Q4 2025 Earnings call February 04, 2026 12:00 PM ET Company ParticipantsBrian McKenna - Director of Equity ResearchJana Markowicz - COOJim Miller - PresidentJohn Stilmar - Partner and Co-Head of the Ares Public Markets Investor RelationsKort Schnabel - CEOScott Lem - CFOConference Call ParticipantsArren Cyganovich - Managing Director and Senior Equity Research AnalystCasey Alexander - Managing Director and Senior Equity AnalystDerek Hewitt - AnalystDoug Harter - Director and Sen ...

Earnings Presentation NASDAQ: OCSL First Quarter 2026 Forward Looking Statements & Legal Disclosures Some of the statements in this presentation constitute forward-looking statements because they relate to future events or our future performance or financial condition. The forward-looking statements contained in this presentation may include statements as to: our future operating results and distribution projections; the ability of Oaktree Fund Advisors, LLC (together with its affiliates, "Oaktree") to impl ...

Core Insights - The article emphasizes the potential of high-quality dividend stocks as a reliable investment strategy for long-term wealth growth, particularly in a challenging economic environment [1][2][3] Dividend Stocks Performance - A study by Hartford Funds and Ned Davis Research indicates that dividend stocks have outperformed non-payers over 51 years, achieving an annualized return of 9.2% compared to 4.31% for non-payers, while also exhibiting lower volatility [3] Investment Opportunities - The article highlights three ultra-high-yield dividend stocks with an average yield of 7.97% that are considered attractive buys in February [5] Sirius XM Holdings - Sirius XM Holdings offers a dividend yield of 5.31%, with its share price depressed, bringing the yield close to its all-time high of 5.5% [6][9] - The company operates as a legal monopoly in satellite radio, providing it with strong subscription pricing power, as over 75% of its revenue comes from subscriptions rather than advertising [7][10] - Sirius XM's shares are currently trading at 6.6 times forward-year earnings, representing a 46% discount to its average forward P/E ratio since 2020 [11] The Campbell's Company - The Campbell's Company has a dividend yield of 5.58%, with shares recently hitting their lowest point since May 2009 [12][16] - The company faces short-term challenges from steel tariffs and weakness in snack products, but these are not expected to impact long-term growth significantly [13][14] - Campbell's is actively transforming its operations and pursuing acquisitions to enhance growth, including a $2.7 billion acquisition of Sovos Brands [15][18] PennantPark Floating Rate Capital - PennantPark Floating Rate Capital boasts a remarkable dividend yield of 13.03%, making it an attractive investment option [19] - The company primarily invests in debt securities of middle-market companies, with 87% of its portfolio in debt [20] - PennantPark's lending portfolio benefits from a weighted-average yield of 10.2% on its debt investments, with 99% of its outstanding debt being variable rate [22][23] - The company has maintained a low delinquency rate of 0.4% in its investment portfolio, with over 99% of its loans being first-lien secured debt [24]

Core Viewpoint - The BlackRock TCP Capital Corp. is facing a class action lawsuit for alleged violations of the Securities Exchange Act of 1934, with significant claims regarding the misrepresentation of its net asset value (NAV) and investment valuations during the specified class period [1][3]. Group 1: Class Action Details - The class action lawsuit is titled Burnell v. BlackRock TCP Capital Corp., and it allows purchasers of BlackRock TCP securities from November 6, 2024, to January 23, 2026, to seek appointment as lead plaintiff by April 6, 2026 [1]. - The lawsuit alleges that BlackRock TCP's NAV per share was $11.90 as of December 31, 2023, prior to the class period [2]. Group 2: Allegations Against BlackRock TCP - The lawsuit claims that BlackRock TCP made false or misleading statements regarding the timely valuation of its investments and the effectiveness of its portfolio restructuring efforts [3]. - It is alleged that BlackRock TCP's unrealized losses were understated, leading to an overstatement of its NAV [3]. Group 3: Impact on NAV and Stock Price - On February 27, 2025, BlackRock TCP reported that the number of portfolio companies on non-accrual status had more than doubled, resulting in a NAV decline of over 22% year-over-year to $9.23 per share, which led to a 9.6% drop in stock price [4]. - On January 23, 2026, BlackRock TCP disclosed that its NAV per share was actually between $7.05 and $7.09, representing a 19% decrease from the previous quarter and a 23.4% decrease from the prior year, causing the stock price to fall nearly 13% [5].

Financial analyst by day and a seasoned investor by passion, I've been involved in the world of investing for over 15 years and honed my skills in analyzing lucrative opportunities within the market.I specialize in uncovering high quality dividend stocks and other assets that offer potential for long term-growth that pack a serious punch for bill-paying potential. I use myself as an example that with a solid base of classic dividend growth stocks, sprinkling in some Business Development Companies, REITs, an ...

Key Takeaways ARCC to report Q4 and 2025 results on Feb. 4, with Q4 revenues expected to rise 2.3% y/y.ARCC's Q4 EPS estimate is unchanged at 50 cents, implying a 9.1% decline from last year.ARCC faces higher expenses and yield compression from the 2025 rate cuts, pressuring spreads.Ares Capital Corporation (ARCC) is scheduled to announce fourth-quarter and 2025 results on Feb. 4, before market close. Similar to the previous reported quarter, the company is expected to have recorded an improvement in total ...

Core Viewpoint - The narrative suggests that 2026 will be a significant year for small-cap stocks, indicating a potential shift in market dynamics favoring smaller companies [1]. Group 1: Investment Strategy - The company emphasizes the importance of a diversified investment approach, combining classic dividend growth stocks with Business Development Companies, REITs, and Closed End Funds to enhance income and total return [1]. - A hybrid investment system is proposed, which aims to achieve total returns comparable to traditional index funds like the S&P 500 while focusing on income generation [1].