Golub Capital BDC, Inc. Stock News

The Fed's 50 basis points rate cut signals a potential recession, urging long-term investors to focus on quality companies with strong fundamentals. Blackstone Secured Lending, Ares Capital, and Golub Capital BDC are well-equipped to handle economic downturns due to their strong portfolios, first-lien loan exposures, and investment-rated balance sheets. BDCs like BXSL, ARCC, and GBDC have high ...

The Federal Reserve's 50 basis point rate cut impacts BDCs, which are sensitive to short-term rate changes, affecting their net investment income. BDCs thrive during rate hikes but face challenges with rate cuts, potentially leading to declining net investment income and increased non-accruals. I take a look at 10 leading BDCs and share my pick for the best one to own in the current environment.

24/7 Wall Street Insights The Federal Reserve's rate cut to calm market speculation may potentially re-fuel higher inflation and possibly trigger a recession.

Investing in high-yield dividend stocks can provide a stable passive income in retirement, reducing sequence-of-return risk compared to index funds. We share a model portfolio for how you can do this. The model portfolio yields a weighted average 8% while also growing its payouts at a rate that should meet or even beat inflation over the long term.

I frequently discuss high-yield sectors like mortgage REITs, BDCs, and preferred shares, emphasizing the importance of knowing when not to buy. Preferred shares have rallied above targets, reducing buying opportunities, while common shares offer higher risks. Some offer upside, but others mostly offer downside. I'll kick off the weekend by highlighting one with a high valuation, as investors pa...

High-yield stocks have rebounded due to optimism over Federal Reserve rate cuts. However, there remain several high-quality high-yield stocks that have lagged the sector's recovery and remain attractive bargains. We discuss some of them in this article.

Golub Capital BDC delivered a strong quarterly result with a 4.8% total NAV return, trading at an 11.3% dividend yield and a 3% discount to book. The company's diversified loan portfolio focuses on floating-rate first-lien loans, with top sectors in software and healthcare. Despite a 6% drop in adjusted net investment income, GBDC's shareholder-friendly fee structure and consistent NAV growth m...

Part 2 of this article compares GBDC's recent dividend per share rates, yield percentages, and several other highly detailed (and useful) dividend sustainability metrics to 14 other BDC peers. This includes a comparative analysis of GBDC's cumulative undistributed taxable income ratio, percentage of floating-rate debt investments, recent weighted average annualized yield, and weighted average i...