FS KKR Capital Corp Stock News

AI disruption is happening faster than most expect, with trillions in CapEx reshaping industries and creating huge risks for income investors. BDCs thrive on high yields, but their heavy software exposure now faces AI-driven disruption that could upend portfolios and cash flows. I'm staying cautious, focusing on proven BDCs with strong diversification and lower disruption risk to balance income...

NEW YORK--(BUSINESS WIRE)-- #creditratingagency--KBRA assigns a rating of BBB to FS KKR Capital Corp.'s (NYSE: FSK or "the company") $400 million, 6.125% senior unsecured notes due January 15, 2031. The notes will be swapped for SOFR +274.75 bps. The rating Outlook is Stable. The proceeds will be used for general corporate purposes. Key Credit Considerations The rating is supported by FSK's aff...

PHILADELPHIA and NEW YORK , Sept. 19, 2025 /PRNewswire/ -- FS KKR Capital Corp. (NYSE: FSK) announced that it has priced an underwritten public offering of $400,000,000 in aggregate principal amount of its 6.125% unsecured notes due 2031 (the "Notes").

Investors love dividend stocks, especially those with ultra-high yields, because they provide a substantial passive income stream and offer significant total return potential.

FS KKR Capital is trading at a 19% discount to NAV but faces slipping net investment income coverage of its base and supplemental dividend. FSK's net investment income covers only 97% of its base dividend, with the inclusion of a supplemental payout leading to a ramped-up erosion of NAV. Pending Fed rate cuts and rising nonaccruals, around 5.3% of the portfolio at cost, threaten the sustainabil...

FS KKR Capital's non-accrual percentage increased sharply in Q2, leading to weaker net interest income and the BDC under-earning its dividend. Shares now trade at a 20% discount to net asset value, offering potential upside if credit performance improves. Dividend coverage has deteriorated, raising the likelihood of supplemental dividend suspension while management focuses on restoring credit q...

Q2 earnings confirmed my call for a market rotation in BDCs; quality bias and selectivity remain critical for outperformance. Structural headwinds—spread compression, falling base rates, and thin dividend coverage—signal elevated risk of further dividend cuts across the sector. Current sector repricing is insufficient for broad new BDC allocations; most remain unattractive except for select nam...

During the July meeting of the Federal Reserve, both Christopher Waller and Michelle Bowman, both of whom were Trump appointees, voted against the central bank's decision to leave interest rates unchanged — the first time two governors have dissented on a monetary policy decision in a single meeting since 1993.