Blackstone Secured Lending's NAV, Valuation, And Dividend Versus 11 BDC Peers - Part 1 (Includes Recommendations As Of 6/5/2026)

Part 1 of this article compares BXSL's recent quarterly change in NAV, quarterly and trailing 24-month economic return, NII, and current valuation to 11 BDC peers. Part 1 also performs a comparative analysis between each company's investment portfolio as of 12/31/2025 and 3/31/2026. This includes an updated percentage of investments on non-accrual status. I also provide a list of the other BDC stocks I currently believe are undervalued (a buy recommendation), overvalued (a sell recommendation), or appropriately valued (a hold recommendation).

Seeking Alpha • Jun 9, 2026

Retire On Dividends: My Near-Perfect REIT, BDC, And MLP Trio

REITs, BDCs, and MLPs are structured to be powerful income machines. I detail a REIT, BDC, and MLP that I think are ideal for retiring on dividends. I also share some risk factors to keep in mind for each of them.

Seeking Alpha • Jun 8, 2026

Blackstone Secured Lending Fund: Medallia Takes A Toll On Portfolio

Blackstone Secured Lending Fund (BXSL) posted a 0.4% total NAV return in Q1, outperforming the BDC sector median despite notable portfolio headwinds. BXSL trades at a 10% discount to book value and a 13% dividend yield, but faces potential dividend pressure from rising non-accruals and NII pressures. Medallia's writedown drove the largest NAV drop since IPO (excluding COVID), raising questions about portfolio concentration and recurring revenue loan underwriting.

Seeking Alpha • Jun 4, 2026

13 Lucky Dogs: June Graham Value All-Stars (GVAS)

The June GVAS portfolio highlights 13 'safer,' fair-priced large-cap value stocks with strong dividend yields and positive free cash flow margins. Top ten GVAS stocks are forecasted to deliver average net gains of 39.68% by June 2027, with yields ranging from 7.9% to 16.46%. Energy and financial sectors dominate the highest-yielding, lowest-priced GVAS, with Okeanis Eco Tankers and IRSA Inversiones offering standout upside potential.

Seeking Alpha • Jun 4, 2026

BDC Weekly Review: BDCs Put Up Decent Q1 Numbers

We take a look at the action in business development companies through the fourth week of May and highlight some of the key themes we are watching. BDC sector saw a -2.5% average return this week, with sentiment and valuations near 1-year lows despite stable credit metrics. Median NII declined nearly 6% in Q1, but the downward trend is expected to moderate as spreads widen and deal activity recovers.

Seeking Alpha • Jun 1, 2026

My Dividend Stock Portfolio: New April Dividend Record - 100 Holdings With 5 Buys

April net investment activity reached a multi-year low as rising stock valuations and BDC sector weakness prompted a cautious approach and selective BDC purchases. Focused April allocations on Ares Capital, Blue Owl Capital, and Hercules Capital, yielding a 7.5% average on new investments despite sector headwinds. Dividend income set a modest April record at $990, up 3% year-over-year, with BDCs contributing 27% of Q2 year-to-date dividends but facing potential further cuts.

Seeking Alpha • May 27, 2026

The High-Yield Stocks the Smart Money Is Buying Right Now

There is a principle I have followed for 30 years in this business. When the smartest credit team on the planet starts aggressively buying a beaten-down asset class they understand better than anyone alive, you do not sit on your hands and debate whether the timing is perfect.

Benzinga • May 24, 2026

$100,000 in Our Ultra-High-Yield Portfolio Pays a Stunning $12,000+ of Passive Income Yearly

Passive income is characterized by its ability to generate revenue without requiring the earner's continuous active effort, making it a desirable financial strategy for those seeking to diversify their income streams or achieve financial independence.

24/7 Wall Street • May 20, 2026

A Major Catalyst Is Emerging For BDCs That The Market Is Completely Missing

The BDC sector has been hit hard since July 2025. However, I think the tide may be about to turn with a bright future ahead for some companies in the sector. I share which BDC names I think are poised to outperform moving forward.

Seeking Alpha • May 16, 2026

Where I Go For Big Dividend Yield

These shares offer big yields but far more stability than investors expect. Recent market downturns enabled attractive entry points for big yields with capital gains. It's best to prepare for these opportunities in advance. Because we were already evaluating these shares regularly, we were able to jump on opportunities during the big dip.

Seeking Alpha • May 14, 2026