My Biggest Contrarian Bet: The BDC Hidden Income Gift

The market seems to question the true fair value of BDC portfolios. There is a fear that the BDCs will start to report elevated non-accruals, which would make their life more difficult (as they have already a lower interest rate problem at hand). For durable and high-yield income investors this has created a truly enticing and timely opportunity, which simply has to be explored given the direction of overall asset yields.

Seeking Alpha • Dec 8, 2025

Crescent Capital BDC: Attractive BDC, But More Downside Could Be Likely

Crescent Capital BDC faces macro uncertainty and falling interest rates, making the BDC sector risky despite attractive income yields. CCAP trades at a discount to NAV, but I see limited upside and a higher risk of further downside due to expected lower base rates. Recent earnings show sequential declines in total and net investment income, increased non-accruals, and a drop in NAV, signaling economic weakness for CCAP.

Seeking Alpha • Nov 28, 2025

Crescent Capital BDC: 13% Yield And 31% Discount Make It A Buy

Crescent Capital BDC offers a compelling 12.6% regular dividend yield and trades at a 31% discount to book value. CCAP maintains a conservatively managed, diversified portfolio with strong dividend coverage and an improving non-accrual rate. The BDC's focus on sponsor-backed companies, solid balance sheet, and potential for increased non-interest income support its investment case.

Seeking Alpha • Nov 19, 2025

Crescent Capital BDC, Inc. (CCAP) Q3 2025 Earnings Call Transcript

Crescent Capital BDC, Inc. ( CCAP ) Q3 2025 Earnings Call November 13, 2025 12:00 PM EST Company Participants Daniel McMahon - Senior VP & Head of Public Investor Relations Jason Breaux - Chief Executive Officer Henry Chung - President Gerhard Lombard - Chief Financial Officer Conference Call Participants Robert Dodd - Raymond James & Associates, Inc., Research Division Mickey Schleien - Clear Street LLC Christopher Nolan - Ladenburg Thalmann & Co. Inc., Research Division Presentation Operator Good morning, and welcome to the Crescent Capital BDC, Inc.'s Third Quarter ended September 30, 2025 Earnings Conference Call. [Operator Instructions] Please note that Crescent Capital BDC, Inc. may be referred to as CCAP, Crescent BDC or The Company throughout the call.

Seeking Alpha • Nov 13, 2025

Crescent Capital BDC (CCAP) Misses Q3 Earnings and Revenue Estimates

Crescent Capital BDC (CCAP) came out with quarterly earnings of $0.46 per share, missing the Zacks Consensus Estimate of $0.47 per share. This compares to earnings of $0.64 per share a year ago.

Zacks Investment Research • Nov 12, 2025

Analysts Estimate Crescent Capital BDC (CCAP) to Report a Decline in Earnings: What to Look Out for

Crescent Capital BDC (CCAP) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

Zacks Investment Research • Nov 5, 2025

KBRA Assigns Rating to Crescent Capital BDC, Inc.'s $185 Million Senior Unsecured Notes due in 2029 and 2031

NEW YORK--(BUSINESS WIRE)-- #creditratingagency--KBRA assigns a rating of BBB to Crescent Capital BDC, Inc.'s (NASDAQ: CCAP or "the company") $67.5 million, 5.87% senior unsecured notes due 2029, $50 million, 5.97% senior unsecured notes due 2029, and $67.5 million, 6.20% senior unsecured notes due 2031. The rating Outlook is Stable. Funds will be used to repay maturing unsecured debt. Key Credit Considerations The ratings are supported by the company's ties to its credit investment platform, Crescent Capital Group.

Business Wire • Nov 4, 2025

My Income Portfolio - NAV Never Lies

For those who adopt a dividend strategy, having a “thermometer” with which to measure the real performance of our stocks is an immense advantage. This thermometer is NAV, a simple line on a graph that anyone can observe and understand without the need for calculations or interpretations. If it grows over the years, it means that the security earned its distributions: if it goes down, it means that it paid them at the expense of NAV.

Seeking Alpha • Oct 15, 2025

Crescent Capital: NAV Continues To Trend Downward, But Dividend Coverage Is Solid

Crescent Capital BDC remains a hold as portfolio growth stalls and NAV continues its downward trend despite a high 12.5% dividend yield. CCAP trades at a 22.4% discount to NAV, but rising non-accruals and limited new investment activity raise concerns about value and sustainability. Net investment income covers the dividend with a 110% payout ratio, supporting stable distributions and occasional supplemental payouts for now.

Seeking Alpha • Sep 29, 2025

Crescent Capital Group Announces Hiring of Juan Grana as Managing Director to Lead Bank Capital Solutions

LOS ANGELES & LONDON--(BUSINESS WIRE)--Crescent Capital Group LP, a leading alternative credit investment firm, announced today the hiring of Juan Grana as Managing Director to head the firm's bank capital solutions team focusing on credit risk-sharing transactions. In addition, Doran Chernichen will also be joining the bank capital solutions team as Managing Director. Both will be based in the firm's London office. Crescent's bank capital solutions strategy will seek to capitalize on the growt.

Business Wire • Sep 22, 2025