FS KKR Capital Corp Stock News

There is certainly no shortage of arguments why not to invest in BDCs. The sector median BDC trades at a 21% discount to NAV. For me, this provides an opportunity to scoop up unfairly punished gems.

When your account size grows, so does your earning potential. With a total cash account of $200,000, you can invest $50,000 in four stocks or exchange traded funds (ETFs) and possibly collect $50,000 worth of annual passive income.

There is a major market disconnect in which there are blue-chip dividend payers offering 11%+ yields right now, despite posting strong fundamentals. I discuss why the market is bearish on these stocks and why I think the fears are overblown. I also share two high-yield stocks that I think are attractive buys at current pricing.

Stake increased by 708,930 shares, with position value rising by $10.50 million New holding: 723,508 shares valued at $10.80 million The position now represents 1.46% of fund AUM, which places it outside the fund's top five holdings

Hercules Capital and Trinity Capital are best positioned among BDCs to sustain base dividends amid possible lower interest rates. Both HTGC and TRIN benefit from strong fundamentals, investment-grade credit ratings, robust liquidity, and internally managed structures, supporting dividend stability. Contractual interest rate floors and NAV premiums provide HTGC and TRIN with defensive advantages...

FS KKR Capital shifts to a performance-based dividend policy, aiming to improve coverage and address high non-accruals impacting net investment income. The new policy introduces a fixed $0.45/share quarterly dividend plus a variable supplement, resulting in a 21% dividend cut but enhancing sustainability. I expect a dividend coverage ratio of 104-105% in Q1 '26 as dividend reset gets implemente...

FSK KKR Capital (FSK) sets a new dividend policy for 2026, targeting a 10% yield, above the BDC sector average. Despite an attractive valuation at 0.71x P/NAV and improved non-accruals, FSK's net investment income and dividend coverage continue to decline. Management's dividend reduction anticipates lower base rates, upcoming debt maturities, and a challenging investment environment, with 88% f...

The Fed's dovishness has been the key driver for the BDC sell-off. The idea is that lower interest rates should lead to lower dividends (i.e., BDCs cutting their dividend across the board). While it is a process that takes time, the current data show that many BDCs are well-positioned to safeguard their existing dividends.