Runway Growth Finance: Deep Discount Reflects Software Exposure

Runway Growth Finance trades at a 45% discount to NAV, offering a fully covered 20% dividend yield. RWAY's SWK acquisition has improved NII growth, dividend coverage, and portfolio risk profile, reversing negative trends. Despite the steep discount and strong yield, rising non-accruals and potential portfolio declines warrant a Hold rating.

Seeking Alpha • Sep 15, 2026

Surging Earnings Estimates Signal Upside for Runway Growth Finance Corp. (RWAY) Stock

Runway Growth Finance Corp. (RWAY) shares have started gaining and might continue moving higher in the near term, as indicated by solid earnings estimate revisions.

Zacks Investment Research • Sep 1, 2026

Wall Street Analysts See a 30.09% Upside in Runway Growth Finance Corp. (RWAY): Can the Stock Really Move This High?

The mean of analysts' price targets for Runway Growth Finance Corp. (RWAY) points to a 30.1% upside in the stock. While this highly sought-after metric has not proven reasonably effective, strong agreement among analysts in raising earnings estimates does indicate an upside in the stock.

Zacks Investment Research • Sep 1, 2026

Double-Digit Yields Come With a Catch: How to Pick the Right Venture Lending BDC

Venture lending is the higher-octane corner of private credit. Business development companies, or BDCs, in this niche extend senior secured loans to venture-backed and lower-middle market private companies, then pass the interest income through to shareholders as dividends.

24/7 Wall Street • Aug 20, 2026

Runway Growth Finance After Q2: 45% Discount And 16% Adjusted ROE

Runway Growth Finance trades at a 45% discount to NAV, offering a compelling entry point. RWAY's discount-adjusted expected ROE is approximately 16%, outpacing both peers and its own baby bonds. The recent SWK Holdings acquisition increased portfolio size, profitability, and NII by $0.05 per share, but also raised leverage to 1.36x.

Seeking Alpha • Aug 19, 2026

Runway Growth Finance Q2 Earnings Call Highlights

Runway Growth Finance NASDAQ: RWAY reported higher second-quarter net investment income as the business integrated assets acquired through its April purchase of SWK Holdings, while management emphasized portfolio diversification, disciplined underwriting and share repurchases amid a substantial discount to net asset value.

MarketBeat • Aug 7, 2026

Runway Growth Finance Corp. (RWAY) Q2 2026 Earnings Call Transcript

Runway Growth Finance Corp. (RWAY) Q2 2026 Earnings Call Transcript

Seeking Alpha • Aug 7, 2026

Runway Growth Capital Appoints Michael Rovner as Co-Chief Executive Officer and Co-Chief Investment Officer

Veteran investor brings more than 30 years of experience across growth lending, private credit, and technology to the firm's leadership alongside founder David Spreng. MENLO PARK, Calif.

PRNewsWire • Aug 7, 2026

Compared to Estimates, Runway Growth Finance Corp. (RWAY) Q2 Earnings: A Look at Key Metrics

Although the revenue and EPS for Runway Growth Finance Corp. (RWAY) give a sense of how its business performed in the quarter ended June 2026, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.

Zacks Investment Research • Aug 7, 2026

Runway Growth Finance Corp. (RWAY) Beats Q2 Earnings and Revenue Estimates

Runway Growth Finance Corp. (RWAY) came out with quarterly earnings of $0.43 per share, beating the Zacks Consensus Estimate of $0.29 per share. This compares to earnings of $0.38 per share a year ago.

Zacks Investment Research • Aug 7, 2026