Goldman Sachs BDC Is Getting Closer To A Buy

GSBD is rated a hold due to ongoing NAV declines and credit health concerns despite recent recovery efforts. GSBD's dividend coverage has improved post-cut, with an adjusted NII to dividend ratio around 115%, supporting the current base dividend. Management demonstrates sector expertise in software lending, proactively assessing AI risks and focusing on mission-critical, 'sticky' portfolio companies.

Seeking Alpha • Sep 16, 2026

Should You Buy Goldman Sachs BDC (GSBD) After Golden Cross?

Goldman Sachs BDC, Inc. (GSBD) reached a significant support level, and could be a good pick for investors from a technical perspective. Recently, GSBD's 50-day simple moving average broke out above its 200-day moving average; this is known as a "golden cross.

Zacks Investment Research • Sep 4, 2026

Two 11%+ Yielding External BDCs Built For Long-Term Compounding

Externally managed BDCs face structural challenges, notably high fees and misaligned incentives, making them difficult portfolio inclusions. I favor internally managed BDCs for long-term value, but selectively own some external names as well. There could be two motives for owning external ones: 1) tactical trades (high risk, high retur) and 2) long-term income compounding.

Seeking Alpha • Aug 24, 2026

Fully Covered 11-14% Yields: Big Cash Flow For Pennies On The Dollar

Double-digit dividend yields that are fully covered by underlying earnings and trade at huge discounts to NAV are often eye-catching and worth a closer look. I look at some compelling opportunities that also have strong or improving fundamentals and are either currently aggressively buying back stock or looking to do so soon. I also look at some of the issues facing these companies that explain why this opportunity exists.

Seeking Alpha • Aug 23, 2026

Goldman Sachs BDC: This 13% Yield May Be A Value Trap

Goldman Sachs BDC continues to exhibit below-average investment quality, with persistent portfolio shrinkage and elevated non-accruals. GSBD's Q2 dividend dropped 40% year-over-year, reflecting ongoing pressure from non-accrual loans and a contracting asset base. Despite a high 118.8% dividend coverage ratio in Q2'26, GSBD's non-accrual ratio remains the second-highest among peers, undermining investor confidence.

Seeking Alpha • Aug 14, 2026

Goldman Sachs BDC: Limited Catalysts For Earnings Growth

Goldman Sachs BDC remains a hold as portfolio growth and NAV continue to decline amid sector headwinds. GSBD's 14.1% dividend yield is well-covered by net investment income, with a 116% coverage rate and $0.89 per share in spillover income. New investment activity remains muted, with negative net funded investments and limited catalysts for near-term NAV or earnings growth.

Seeking Alpha • Aug 12, 2026

Goldman Sachs BDC Q2 Earnings Call Highlights

Goldman Sachs BDC NYSE: GSBD reported second-quarter 2026 net investment income of $0.38 per share, up from the prior quarter, as higher investment income and the absence of an incentive fee supported results. The company also announced that Co-Chief Executive Officer David Miller will step down from the role effective Dec. 31, with Co-CEO Vivek Bantwal set to become sole CEO.

MarketBeat • Aug 8, 2026

Goldman Sachs BDC (GSBD) Q2 2026 Earnings Call Transcript

Goldman Sachs BDC (GSBD) Q2 2026 Earnings Call Transcript

Seeking Alpha • Aug 7, 2026

Goldman Sachs BDC, Inc. Reports June 30, 2026 Financial Results and Announces Third Quarterly 2026 Base Dividend of $0.32 Per Share and Second Quarter Supplemental Dividend of $0.03 Per Share.

NEW YORK--(BUSINESS WIRE)--Goldman Sachs BDC, Inc. (“GSBD”, the “Company”, “we”, “us”, or “our”) (NYSE: GSBD) today reported financial results for the second quarter ended June 30, 2026 and filed its Form 10-Q with the U.S. Securities and Exchange Commission. QUARTERLY HIGHLIGHTS Net investment income per share for the quarter ended June 30, 2026 was $0.38. Excluding purchase discount amortization per share of $0.01 from the Merger, adjusted net investment income per share was $0.37 for the qua.

Business Wire • Aug 6, 2026

Goldman Sachs BDC (GSBD) Beats Q2 Earnings and Revenue Estimates

Goldman Sachs BDC (GSBD) came out with quarterly earnings of $0.37 per share, beating the Zacks Consensus Estimate of $0.31 per share. This compares to earnings of $0.38 per share a year ago.

Zacks Investment Research • Aug 7, 2026