This Major Market Rotation Just Handed Dividend Investors A Huge Gift

This Major Market Rotation Just Handed Dividend Investors A Huge Gift

Seeking Alpha • Feb 23, 2026

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

The SaaSpocalypse Just Created One Of The Best 11%+ Yielding Opportunities I've Ever Seen

A $1 trillion wipeout just rocked software stocks. However, the real opportunity may be hiding in plain sight. While everyone debates AI disruption, a deeply undervalued, high-quality, well-covered 11%+ yielding opportunity to profit from the SaaS carnage has just emerged.

Seeking Alpha • Feb 22, 2026

Hercules Capital: The AI Panic Is A Gift For Income Investors (Rating Upgrade)

Hercules Capital is upgraded from hold to buy after a 16% price drop and improved valuation. HTGC delivered record investment activity, NAV growth, and robust dividend coverage despite sector volatility and AI-driven software disruption. Strong liquidity, conservative underwriting, and a 12% yield position at HTGC attractively versus peers even as base rates decline.

Seeking Alpha • Feb 20, 2026

Hercules Capital: The Diamond Has Fallen Off A Cliff; Time To Pick It Up

Hercules Capital has sold off due to SaaS-driven risks. The 10% PIK exposure and the CEO's commentary that most of the recent deal flow has been centered around software do not help. However, this is just what we can see on the surface.

Seeking Alpha • Feb 18, 2026

Hercules Capital: 3 Reasons Why The Market Is Wrong (Rating Upgrade)

Hercules Capital delivered robust Q4 net investment income, portfolio growth, and record loan originations, supporting both its regular and supplemental dividends. HTGC's portfolio quality is exceptional, with non-accruals at just 0.1% of fair value and strong dividend coverage ratios consistently above 120%. The company announced new supplemental dividends for 2026, raising the forward yield to 12% and enhancing total return prospects for dividend-focused investors.

Seeking Alpha • Feb 15, 2026

Hercules Capital, Inc. (HTGC) Q4 2025 Earnings Call Transcript

Hercules Capital, Inc. (HTGC) Q4 2025 Earnings Call Transcript

Seeking Alpha • Feb 13, 2026

Hercules Capital Q4 Earnings Meet Estimates, Expenses Rise Y/Y

HTGC Q4 earnings meet estimates as investment income climbs y/y, but higher expenses affect the results.

Zacks Investment Research • Feb 13, 2026

I Wouldn't Want To Retire Without The 3 Most Undervalued Income Machines

Three income powerhouses are trading at very compelling valuations right now. Each offers attractive income with substantial upside potential. Here's why I'm overweighting them while the market is still giving them away at a discount.

Seeking Alpha • Feb 13, 2026

Hercules Capital Reports Fourth Quarter and Full-Year 2025 Financial Results

SAN MATEO, Calif.--(BUSINESS WIRE)--Hercules Capital, Inc. (NYSE: HTGC) (“Hercules,” “Hercules Capital,” or the “Company”), the largest and leading specialty financing provider to innovative venture, growth and established stage companies backed by some of the leading and top-tier venture capital and select private equity firms, today announced its financial results for the fourth quarter and full-year ended December 31, 2025. The earnings release can be accessed at Hercules' Investor Relations.

Business Wire • Feb 12, 2026