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 • 12 hours ago

10%+ Dividends And Stress-Free Retirement: My Top 2 Picks

Ultra-high-yield strategies (e.g., CLO equity, aggressive call option funds) risk capital destruction and income instability. Yet, conservative blue-chip income portfolios often yield too little (3-4%) to meet robust income goals or outpace inflation. My approach is to strike a balance between these two worlds.

Seeking Alpha • Feb 19, 2026

TriplePoint Venture Growth BDC Corp. to Announce 2025 Fourth Quarter and Fiscal Year Financial Results on Wednesday, March 4, 2026

MENLO PARK, Calif.--(BUSINESS WIRE)--TriplePoint Venture Growth BDC Corp. (NYSE: TPVG) (the “Company”), a leading financing provider to venture growth stage companies backed by a select group of venture capital firms in technology and other high growth industries, today announced it will release its financial results for its fourth quarter and fiscal year ended December 31, 2025 after market-close on Wednesday, March 4, 2026. James P. Labe, chief executive officer and chairman of the board, Saj.

Business Wire • Feb 18, 2026

A Historic Opportunity For Dividend Investors To Win Big

AI panic crushed SaaS and dragged down BDCs and asset managers. Trading at steep discounts and high dividend yields, we think that this is a historic opportunity. We explain why the market got it wrong and highlight rare opportunities to potentially win big.

Seeking Alpha • Feb 13, 2026

Why More BDCs Are Likely To Cut Their Dividends

Business Development Companies (BDCs) face headwinds from declining interest rates, which pressure yields and dividend coverage across the sector. Lower rates reduce BDC income as loan yields fall, increasing the risk of dividend cuts—recently seen with GBDC and CION. I favor avoiding most BDCs in 2026, except for high-quality names like CSWC and ARCC, which offer relative resilience due to premium valuations and scale.

Seeking Alpha • Feb 10, 2026

TriplePoint Venture Growth: SaaS Exposure And Other Challenges Ahead For 16% Yielder

TriplePoint Venture Growth BDC's distribution appears to be well-covered. We examine the multiple threats to the distribution. We go over why we are downgrading it to a Sell.

Seeking Alpha • Feb 9, 2026

TriplePoint Venture Growth: Why This 14% Yield May Be Heading For Another Cut

TriplePoint Venture Growth (TPVG) trades at 0.74x book with a 14% yield, but a low 5.1% ROAA reveals a significant gap between portfolio yield and true economic returns. Unlike peers HTGC and TRIN, TPVG's focus on pre-EBITDA companies creates "binary" risks where failures often lead to significant principal loss. PIK interest now accounts for 21% of investment income, creating "phantom" taxable income and increasing the risk of future defaults.

Seeking Alpha • Jan 7, 2026

Consider Selling BDCs Due To Lower Rates? Here's Why It's A Bad Idea

BDC net investment income levels are declining as the Fed lowers rates. Despite lower base rates, I see no reason to rotate out of the BDC sector. In the article I detail how BDCs have outperformed the S&P 500 and high yield credit even in prolonged low-rate environments.

Seeking Alpha • Dec 31, 2025

Christmas Cash Flow: 3 High-Yield Stocking Stuffers Under $10

Embrace cheap stocks: they offer the largest upside potential for capital gains. High-yielders trading low are great "stocking stuffers" for income. The strategy provides a strong yield today while waiting for price recovery.

Seeking Alpha • Dec 20, 2025

TriplePoint Venture Growth: Q3 Earnings Reinforce Structural Improvements

TriplePoint Venture Growth BDC Corp. remains rated Hold due to portfolio stress and elevated non-accruals despite an attractive 14.5% dividend yield. TPVG trades at a 28.1% discount to NAV, reflecting both growth potential and ongoing risk from higher non-accrual rates versus peers. Recent amendments to TPVG's credit facility extend liquidity runway and lower borrowing costs, supporting continued portfolio growth opportunities.

Seeking Alpha • Dec 2, 2025