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Sat, 27 Jun 2026 07:09:09 +0000	Golub Capital BDC (GBDC) Stock Fair Value Falls After Analysts Turn More Cautious Golub Capital BDC’s latest analyst update centers on a trimmed fair value estimate, with the price target reduced from US$15.00 to US$13.75, an adjustment of about 8%. That shift lines up with a mixed research backdrop, where some analysts see the lower target as a recalibration rather than a clear negative, while others view it as a signal of tighter expectations. As you read on, you will see how these changing targets shape the evolving narrative around Golub Capital BDC and what that might...
Fri, 05 Jun 2026 15:08:16 +0000	Traded BDCs from Blackstone, Golub receive negative outlooks from Moody's Moody’s affirmed the Baa2 ratings of Blackstone Secured Lending Fund (NYSE: BXSL) and Golub Capital BDC (Nasdaq: GBDC), but revised both BDCs’ outlooks to negative, from stable, citing “elevated leverage and weakening asset quality” at each lender. The June 1 revisions follow rising non-accruals at both BXSL and GBDC in Q1. The Blackstone BDC saw non-accruals rise to 4.7% of its portfolio at cost as of March 31, from 0.6% in Q4 2025, primarily driven by the addition of Thoma Bravo–backed softwar
Tue, 02 Jun 2026 13:23:58 +0000	Down 54% From Its All-Time High, This Ultra-High-Yield Dividend Stock Under $30 Is a Screaming Buy Right Now For income investors hunting yield in a choppy rate environment, business development companies (BDCs) trading under $30 deserve a fresh look. These middle-market lenders pass through interest income as eye-watering distributions, and several names in the group now sit well off their highs after a year of yield compression and dividend resets. That combination, depressed ... Down 54% From Its All-Time High, This Ultra-High-Yield Dividend Stock Under $30 Is a Screaming Buy Right Now
Sun, 31 May 2026 06:25:05 +0000	Will private credit infect public markets? Investing.com -- Private credit defaults could rise to as much as 10% over the coming quarters as artificial intelligence-driven disruption puts pressure on borrowers, according to a report from UBS.
Tue, 26 May 2026 13:25:07 +0000	Oppenheimer Sees Fair Value near Book Value for Golub Capital (GBDC) Golub Capital BDC, Inc. (NASDAQ:GBDC) is included among the 10 Best Stocks Under $15 to Buy Right Now. On May 7, Oppenheimer analyst Mitchel Penn lowered the firm’s price recommendation on Golub Capital BDC, Inc. (NASDAQ:GBDC) to $14 from $16. The analyst reiterated an Outperform rating on the shares. The firm noted that, as expected, […]
Tue, 19 May 2026 18:15:55 +0000	Most Retirees Skip Over This $13 Billion BDC Income ETF That Pays 13 Percent Quarterly Income-focused investors comparing high-yield options to mainstream dividend funds encounter a familiar gap. VanEck BDC Income ETF (NYSEARCA:BIZD) pays a distribution yield near 13%, which would generate roughly $26,000 a year on that balance, while a mainstream dividend fund like the Schwab U.S. Dividend Equity ETF (NYSEARCA:SCHD) yields closer to 3.4%. BIZD sits in the ... Most Retirees Skip Over This $13 Billion BDC Income ETF That Pays 13 Percent Quarterly
Wed, 13 May 2026 14:33:00 +0000	Is CION Investment a High-Yield Value Play or a Value Trap at 0.52 P/B? CION trades at a steep discount to book with a 17.7% yield, but falling NAV and weaker income keep the value-trap debate alive.
Wed, 06 May 2026 19:52:00 +0000	Software Deals Drag on Alt Manager Earnings KKR was the largest alternative asset manager reporting results this week, and its first quarter earnings grew 20% over the prior year. The New York-based firm runs money in every category of private markets. Funds poured into KKR during the March quarter, even as alt manager stocks suffered from angst over private credit and the potential for artificial intelligence to hurt software firms owned by private equity.
Wed, 06 May 2026 00:38:30 +0000	Golub Capital BDC Q2 Earnings Call Highlights Golub Capital BDC (NASDAQ:GBDC) reported a fiscal second-quarter loss tied primarily to mark-to-market declines as credit spreads widened, even as management said underlying credit performance remained solid and earnings covered the company’s base distribution. Quarterly results driven by fair valu
Tue, 05 May 2026 19:51:22 +0000	Golub Capital (GBDC) Q2 2026 Earnings Transcript For those of you who are new to GBDC, our investment strategy is focused on providing first lien senior secured loans to healthy, resilient middle-market companies that are backed by strong partnership-oriented private equity sponsors. GBDC had a small loss for the quarter, about 1% of NAV, and that was primarily because of mark-to-market fair value write-downs.
Tue, 05 May 2026 12:30:00 +0000	Golub Capital BDC, Inc. Q2 2026 Earnings Call Summary Moby summary of Golub Capital BDC, Inc.'s Q2 2026 earnings call
Tue, 05 May 2026 06:41:19 +0000	Is Golub Capital BDC (GBDC) One of the Best BDC Stocks to Buy Right Now? Golub Capital BDC, Inc. (NASDAQ:GBDC) is included among the 10 Best BDC Stocks to Buy Right Now. On April 17, RBC Capital analyst Kenneth Lee initiated coverage of Golub Capital BDC, Inc. (NASDAQ:GBDC) with an Outperform rating. The analyst also set a $15 price target on the stock. In a research note, he said that […]
Mon, 04 May 2026 21:50:05 +0000	Golub Capital BDC (GBDC) Q2 Earnings and Revenues Miss Estimates Golub Capital BDC (GBDC) delivered earnings and revenue surprises of -6.41% and -7.02%, respectively, for the quarter ended March 2026. Do the numbers hold clues to what lies ahead for the stock?
Mon, 04 May 2026 19:30:09 +0000	Golub Capital (GBDC) Q1 2026 Earnings Transcript For those of you who are new to GBDC, our investment strategy is focused on providing first lien senior secured loans to healthy, resilient middle market companies that are backed by strong and partnership-oriented private equity sponsors. Yesterday, we issued our earnings press release for the fiscal quarter ended December 31, and we posted an earnings presentation on our website. The first headline is that despite 4 continuing industry headwinds, GBDC had an okay quarter, not great, but solid given the environment.
Mon, 04 May 2026 17:07:00 +0000	Is CION Investment Stock a Buy at 15% Yield and Low P/E? CION's 15% yield and 7.72X P/E look tempting, but rising non-accruals, weak earnings trends and a sharp selloff highlight growing risks to income stability.
Fri, 17 Apr 2026 14:54:44 +0000	Golub Capital BDC to Produce Total Return of 22% in Coming Year, RBC Says Golub Capital BDC (GBDC) is anticipated to produce a total return of around 22% over the next year,
Tue, 14 Apr 2026 11:15:38 +0000	BIZD’s 25 BDC holdings mask growing weakness in its top income sources The core promise of VanEck BDC Income ETF (NYSEARCA:BIZD) is simple: own a basket of Business Development Companies so that no single BDC’s bad quarter can wreck your income stream. That diversification logic is sound in theory, but the dividend safety picture across BIZD’s top holdings right now is uneven enough to deserve a close ... BIZD’s 25 BDC holdings mask growing weakness in its top income sources
Wed, 18 Mar 2026 14:13:00 +0000	Is the Options Market Predicting a Spike in Golub Capital Stock? Investors need to pay close attention to GBDC stock based on the movements in the options market lately.
Wed, 18 Feb 2026 11:28:46 +0000	How BDC ETFs are at risk under the looming private credit default crisis For the past decade-and-a-half, the Business Development Company (BDC) business model has expanded drastically. Taking advantage of the private company debt financing black hole left by the 2008 subprime mortgage banking meltdown and subsequent mergers, BDCs stepped in to supply much needed capital and credit finance for hundreds of thousands of small and mid-sized businesses ... How BDC ETFs are at risk under the looming private credit default crisis
Fri, 13 Feb 2026 13:34:00 +0000	Implied Volatility Surging for Golub Capital BDC Stock Options Investors need to pay close attention to GBDC stock based on the movements in the options market lately.

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