Why BDC Dividend Cuts Matter Less Than You Think

System-wide BDC dividend cuts are highly likely as base dividend coverage averages 99% and growth is constrained. As a result, many BDC investors have decided to sit on the sidelines until the expected dividend cuts materialize. The idea is that a cut will lead to a negative share price reaction and thus provide a better opportunity to buy at a bargain price.

Seeking Alpha • 10 hours ago

The ABCs Of BDC Risk

There are multiple risks for your BDC investments now and three that specifically create risk for certain BDCs. Business development companies offer high yields but carry significant, often misunderstood risks, especially in falling interest rate environments. Volatile interest rates can damage BDC profitability and distributable income, causing dividend cuts and share price declines.

Seeking Alpha • Feb 23, 2026

These 5 Hated Dividend Stocks Are Yielding Up To 15.6%

I hadn't seen my boy in years. He wasted no time laying into my career decisions.

Forbes • Feb 21, 2026

Goldman Sachs BDC, Inc. Schedules Earnings Release and Conference Call to Announce Fourth Quarter and Fiscal Year Ended 2025 Results

NEW YORK--(BUSINESS WIRE)--Goldman Sachs BDC, Inc. (“GS BDC”) (NYSE: GSBD) announced today that it will report its fourth quarter and fiscal year ended December 31, 2025 financial results after the market closes on Thursday, February 26, 2026. GS BDC will also host an earnings conference call on Friday, February 27, 2026 at 9:00 am Eastern Time to discuss its financial results. All interested parties are invited to participate via telephone or the audio webcast, which will be hosted on the Inve.

Business Wire • Jan 29, 2026

Goldman Sachs BDC, Inc. Prices Public Offering of $400 Million of 5.100% Unsecured Notes Due 2029 Company Release - January 21, 2026

NEW YORK--(BUSINESS WIRE)--Goldman Sachs BDC, Inc. (the “Company”) (NYSE: GSBD) announced today that it has priced an offering of $400 million aggregate principal amount of 5.100% notes due 2029 (the “Notes”). The Notes will mature on January 28, 2029 and may be redeemed in whole or in part at the Company's option at any time at par plus a “make-whole” premium, if applicable. The Company intends to use the net proceeds of this offering to pay down debt under its revolving credit facility and fo.

Business Wire • Jan 22, 2026

The More These High Yields Drop, The More I Buy

The market is pricing in a crisis that the data simply does not show. A misunderstood corner of credit is flashing rare value signals. The disconnect between headlines and fundamentals is growing fast.

Seeking Alpha • Jan 19, 2026

A 15% Dividend Yield Trading For Pennies On The Dollar: Goldman Sachs BDC

Goldman Sachs BDC trades at a 27% discount to NAV, offering a 15.5% yield amid market skepticism over underwriting and NAV stability. The dividend looks safe - until you look under the hood. One trend could decide whether this stock rebounds or keeps sinking.

Seeking Alpha • Jan 17, 2026

Buy Any Of January's 6 Ideal 'Safer' Dividend Power Dogs

The Dividend Power strategy highlights 35 high-yield, low-valuation stocks, with 6 identified as 'safer' due to strong free cash flow coverage. The top ten DiviPower stocks are projected to deliver an average net gain of 40.62% by January 2027, with risk/volatility 14% below the market. Seventeen of thirty-five Dividend Power Dogs show negative free cash flow margins, signaling unsustainable dividends and elevated risk.

Seeking Alpha • Jan 17, 2026

Goldman Sachs BDC: Excessive NAV Discount

Goldman Sachs BDC faces portfolio value declines and dividend coverage concerns amid anticipated lower federal fund rates. GSBD's non-accrual percentage has improved in the last year, but the BDC's portfolio quality and coverage ratio lag peers like ARCC and BXSL. Shares trade at an excessive discount to net asset value, reflecting ongoing net investment income pressure and portfolio contraction risks.

Seeking Alpha • Dec 19, 2025

The Silent Killer Of BDC Yields (And My Strategy To Outrun It)

BDCs face earnings pressure from lower base rates, but fears of severe dividend cuts are overstated. Quite many BDCs have several levers to pull in order to absorb ~100 bps of base rate cuts without touching their dividends. Yet, I would say that the non-accrual risk is understated.

Seeking Alpha • Dec 15, 2025