The BDC sector has been under extreme scrutiny in recent weeks due to newfound fears about the impact of AI on existing borrowers. Virtually every BDC that has reported IVQ 2025 results has addressed the subject. We’ve summarized their responses for our readers.
Although the major indices had to contend with another week of red ink, the BDC sector managed to hold its own in Week 7 of 2026. However, there’s been little to cheer about this year, or last year or – apparently – in the months ahead.
The BDC Reporter has just launched a new tool for its readers: the BDC Performance Table which contains not only a wealth of useful data for investors and anyone else interested but also quarterly ratings of each BDC’s financial performance. Check it out!
Prospect Capital’s stock price is up over 10% since its earnings release. Investors seems to be delighted by higher profits but what about the BDC’s historic and prospective credit performance? We dig into the data.
As BDC earnings season proceeds, we’ll be occasionally highlighting important issues from the latest releases. In this case, there’s a stark contrast between what you might have heard in the financial press and what the largest BDC is saying.
We can all agree that Week 6 saw some extreme price swings in some stock prices generally and amongst BDCs in particular – all because of fears about the impact of AI. However, as we show, this not not just a story of naked panic and the future outlook for BDC prices is as uncertain as ever before.
Capital Southwest kicked off BDC earnings season on Monday. Here is the BDC Reporter’s rating of the BDC’s overall performance using our 5 point scale.
Just in time, the BDC Reporter is previewing what to expect from Capital Southwest when the BDC reports its IVQ 2025 results after the close on Monday, February 2, 2026.
January 2026 ended with a whimper where BDC common stock prices are concerned. We blame concerns about the upcoming earnings season. While we await the first disclosures, we’ve prepared a table to show what the BDC Reporter and the analysts expect.
Kayne Anderson BDC will be reporting its IVQ 2025 results on March 2, 2026. Here is a preview of what to expect.
Saratoga Investment is once again issuing new unsecured debt. This time the BDC is preparing to pay off a privately-placed unsecured note issued in 2021. We discuss the impact on the BDC’s P&L and speculate as to where else will funds be found for the repayment.
A mid-sized BDC with a very famous external manager has just previewed some of the worst results where book value is concerned that we’ve seen in a long time.
Despite a very volatile week in the wider world, BDC prices didn’t move too much. After 4 weeks of the new year, the sector is doing well enough but all eyes are on IVQ 2025 earnings season – just round the corner.
BDC Investment Corp will be reporting its IVQ 2025 results on March 5, 2026. Here is a preview of what to expect.
The most infamous bankruptcy of 2025 was that of First Brands Group. We’ve been following developments closely at the BDC Credit Reporter. Here is our most recent article, focused, as always, on the implications for the 12 BDCs involved.
MSC Income Fund – which has been only public for a year – has released some key performance metrics for the IVQ 2025. We analyze the metrics to determine if the last quarter of the year is showing an improvement over what came before in 2025.
PennantPark Investment has followed the practice of several other BDCs and published a preview of performance metrics for its calendar IVQ 2025 results. We have looked at the numbers and compared them with both prior periods and analyst expectations.
The BDC sector has begun the new year with a spring in its step, outpacing all the major indices. We offer a mass of evidence and discuss some of the top stories of the week. We close by offering a bullish scenario for 2026 after our bearish assessment last week.
Gladstone Investment has slipped in just before Ares Capital in the IVQ 2025 BDC earnings calendar. Here’s a performance preview for the popular BDC – one of the best performing in 2025.
A one sentence disclosure in a Palmer Square Capital SEC filing has worried us.
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