seekingalpha.com · 24 jun

Capital Southwest Is A Great BDC To Hold

CSWC remains a high-quality BDC with strong first-lien debt focus and well-diversified portfolio across 131 companies. I maintain a hold rating on CSWC due to its 39% premium to book value and recent yield compression from 11.3% to 10.8%. Dividend coverage is tightening, with Q4 NII of $0.57 per share falling short of the $0.64 total dividend, contributing to a NAV decline.

businesswire.com · 24 jun

Palmer Square Capital BDC Inc. Announces Second Quarter 2026 Supplemental Dividend of $0.03

MISSION WOODS, Kan.--(BUSINESS WIRE)--Palmer Square Capital BDC Inc. (NYSE: PSBD) (“Palmer Square” or the “Company”), an externally managed business development company, today announced that its Board of Directors has declared a second quarter 2026 supplemental dividend of $0.03 per share. Shareholders of record as of June 26, 2026, will receive the supplemental dividend, payable on July 13, 2026. The supplemental dividend will be paid out of the excess of the Company's quarterly undistributed.

seekingalpha.com · 22 jun

Barings BDC: Dividend May Be Reduced

Barings BDC remains a hold as portfolio stability persists, but growth catalysts are lacking amid sector headwinds and higher rates. BBDC trades at a 24.77% discount to NAV, reflecting limited growth, thin dividend coverage, and persistent net investment income declines. Dividend yield stands at 12.5%, but coverage is razor-thin; a 20% reduction is advised to improve sustainability and NAV protection.

seekingalpha.com · 22 jun

Trinity Capital: A Rare BDC Combining Growth & Income, But I Wouldn't Buy Yet

Trinity Capital (TRIN) stands out among BDCs, delivering 18% annual performance and strong growth despite sector headwinds. TRIN reported Q1 top-line growth of 38% and robust portfolio expansion, with disciplined underwriting and limited SaaS exposure. Dividend coverage remains solid at 104%, supported by low leverage, $68M spillover income, and a premium to NAV (1.26x).

businesswire.com · 22 jun

LIEN Stock Alert: Halper Sadeh LLC is Investigating Whether Chicago Atlantic BDC, Inc. is Obtaining a Fair Price for its Shareholders

NEW YORK--(BUSINESS WIRE)--Halper Sadeh LLC, an investor rights law firm, is investigating the merger of Chicago Atlantic BDC, Inc. (NASDAQ: LIEN) and Chicago Atlantic Real Estate Finance, Inc.Halper Sadeh encourages LIEN shareholders to click here to learn more about their rights and options or contact Daniel Sadeh or Zachary Halper free of charge at (212) 763-0060 or sadeh@halpersadeh.com or zhalper@halpersadeh.com.The investigation concerns whether LIEN and its board of directors violated the.

seekingalpha.com · 19 jun

Trinity Capital: A Solid BDC, But The Price Is Too High

Trinity Capital is a well-managed, internally managed BDC with a differentiated equipment financing focus and strong portfolio discipline. TRIN's fundamentals are robust, but recent non-accruals have re-accelerated, highlighting some credit risk beneath the surface. Shares trade at a historically rich premium (1.28x NAV, >8x NII), making the current valuation stretched relative to the sector and history.

seekingalpha.com · 18 jun

Chicago Atlantic BDC, Inc. (LIEN) M&A Call Transcript

Chicago Atlantic BDC, Inc. (LIEN) M&A Call Transcript

globenewswire.com · 18 jun

Chicago Atlantic Real Estate Finance, Inc. and Chicago Atlantic BDC, Inc. Announce Definitive Merger Agreement

Creates a scaled BDC positioned for growth while maintaining industry leading credit quality and portfolio yield Creates a scaled BDC positioned for growth while maintaining industry leading credit quality and portfolio yield