KBDC News and Press, Kayne Anderson BDC Inc. From 12/24/25

2025-12-24 18:23:52 ET FS KKR Capital Corp ( FSK ) was one of my first business development companies, or BDCs, that I included in my portfolio, back in late 2023. It was also one of the first BDCs that I covered on this platform, issuing a bullish article in December 2023. In t...

2025-12-18 09:15:00 ET Back in August 2025, when Nuveen Churchill Direct Lending Corp. ( NCDL ) issued its Q2 2025 earnings report, I quickly went through it to understand whether to remain invested, sell, or add more to take advantage of the relatively significant discount.... ...

2025-12-15 09:15:52 ET Over the past couple of months, I have been quite vocal about how the fears of lower interest rates and their effects on the BDC earnings have been overblown.... Read the full article on Seeking Alpha For further details see: The Silent Killer Of B...

2025-12-08 09:15:41 ET The main risk that I see as income investor is being thrown back into environment, where finding high-yield investment opportunities that come with sound risk profiles becomes extremely difficult.... Read the full article on Seeking Alpha For further d...

2025-12-02 10:43:43 ET It is not a secret that the BDC market ( BIZD ) is currently going through difficult times. The market has assigned a relatively high discount rate to BDC valuations, as the sector median P/NAV stands at 0.79x. This kind of pricing suggests that the market thi...

2025-11-28 09:15:56 ET Recently, Morgan Stanley Direct Lending Fund ( MSDL ) has gained a lot of traction among Seeking Alpha analysts and, of course, investors because of the tremendous volatility that has sent the share price from one extreme to another.... Read the full art...

2025-11-19 09:15:03 ET Gladstone Capital ( GLAD ) is one of the few BDCs in my portfolio that is underwater on a total return basis. For example, since my previous article that was published in September, 2025, GLAD has declined by ~18%. Granted, the entire BDC sector ( BIZD ...

2025-11-18 03:30:07 ET Back in August this year, after identifying some vulnerabilities in Blue Owl Capital Corporation's ( OBDC ) Q2 2025 earnings report and seeing the direction of travel for base rates as well as spreads, I decided to issue a bearish piece on this BDC. My sug...

2025-11-17 11:21:40 ET It is no secret that current dividends for many BDCs are being questioned. There have been numerous articles published on this topic by different analysts (including myself), the BDC ( BIZD ) index has declined by ~15% this year, and there have already been ...

2025-11-16 20:43:33 ET The recent times for Blue Owl Capital ( OWL ) have not been favorable, to say the least. OWL's share price has declined by more than 30% this year due to stagnating earnings growth and the increased risks that are associated with quite enormous bets on the AI-infr...