BDC Weekly Review: Earnings Are Fine

We take a look at the action in business development companies through the last week of February and highlight some of the key themes we are watching. BDCs fell sharply on Friday, likely as a result of a bankruptcy of a UK mortgage provider. Q4 earnings are largely fine in aggregate, if not spectacular.

Seeking Alpha • Mar 7, 2026

INVESTOR ALERT: Pomerantz Law Firm Investigates Claims On Behalf of Investors of FS KKR Capital Corp. - FSK

NEW YORK, March 5, 2026 /PRNewswire/ -- Pomerantz LLP is investigating claims on behalf of investors of FS KKR Capital Corp. ("FSK") (NYSE: FSK). Such investors are advised to contact Danielle Peyton at [email protected] or 646-581-9980, ext.

PRNewsWire • Mar 5, 2026

Stop Panicking And Start Buying BDCs

BDC sector offers a great moment to put your inner contrarian to test by scooping up high-quality compounders when everyone else is selling. The discounts have fallen into 20%+ zone, and the average yield level in the sector has risen to almost 13%. These metrics look too good to be true.

Seeking Alpha • Mar 4, 2026

FS KKR Capital: High Margin Of Safety

FS KKR Capital: High Margin Of Safety

Seeking Alpha • Mar 3, 2026

FS KKR Capital: Pointless To Fight Against The Market

FS KKR Capital Corp has suffered a nearly 60% collapse from its highs, driven by deteriorating fundamentals and market sentiment. FSK's dividend was cut from $0.70 to $0.48 per quarter, reflecting unsustainable payout levels and rising non-accruals, challenging the bullish narrative. Management is prioritizing restructuring underperforming assets, focusing on first lien senior secured originations, and maintaining liquidity, but NAV per share is expected to decline further through 2026.

Seeking Alpha • Mar 3, 2026

Why 2026 Will Likely Bring More BDC Pain And Which 2 Picks I Like

The BDC sector faces heightened volatility in 2026 due to AI-driven software disruption and anticipated rate cuts. So far, multiple BDCs have reduced their leading dividends, with more likely in 2026. Ares Capital and Blackstone Secured Lending trade below NAV, offering yields of 10.3% and 12.9%, respectively, but near-term caution is warranted due to their 20%+ software exposure. Despite attractive yields, I recommend waiting until the back half of 2026 for better clarity on rates and software exposure before aggressive buying.

Seeking Alpha • Mar 3, 2026

Wall Street's Most Accurate Analysts Spotlight On 3 Financial Stocks Delivering High-Dividend Yields

During times of turbulence and uncertainty in the markets, many investors turn to dividend-yielding stocks. These are often companies that have high free cash flows and reward shareholders with a high dividend payout.

Benzinga • Mar 2, 2026

FS KKR Capital: My Biggest BDC Mistake And Why I'm Throwing In The Towel

I have made three trades on FS KKR Capital Corp. Two have been successful, but the third one (and the current one) has become my largest BDC investment mistake. Even though I clearly labeled FSK as a tactical investment idea, I did not expect the non-accrual story to turn out so bad. As a result of the massive selloff, we have the opportunity to buy FSK at one of the steepest discounts in the sector.

Seeking Alpha • Mar 2, 2026

The Most Dangerous Mistakes BDC Investors Keep Making

Double-digit yields look irresistible… but there are hidden risks few income investors truly understand. Business Development Company dividends are about to change – here's what everyone is missing.

Seeking Alpha • Mar 2, 2026

FS KKR: 50% NAV Discount And 17% Yield - Golden Opportunity Or Value Trap?

A near 50% discount and a 17% yield look irresistible.

Seeking Alpha • Feb 28, 2026