Golub Capital BDC Stock News

We take a look at the action in business development companies through the second week of February and highlight some of the key themes we are watching. BDCs had a rare off week, as most income sector

Slash to 11% or 12% incoming. Shares already dipped some, though many investors don't know about the cut yet.

Golub Capital covered its dividend with adjusted NII in 4Q-22. Floating rate portfolio remains a key asset for the BDC.

Big unsustainable yield at a premium valuation. This share isn't for investors, it's for suckers. The valuation is at historically high levels. People who keep holding onto shares are not investing.

Golub Capital BDC (NASDAQ:GBDC ) Q1 2023 Earnings Conference Call February 9, 2023 1:00 PM ET Company Participants David Golub - Chief Executive Officer Greg Cashman - Head, Direct Lending Group Matt

Golub Capital BDC (GBDC) delivered earnings and revenue surprises of 2.78% and 2.17%, respectively, for the quarter ended December 2022. Do the numbers hold clues to what lies ahead for the stock?

Similar shares at different valuations are the basis for alpha. The research is so hard, it requires adding dividends or looking at a chart.

We take a look at the action in business development companies through the first week of January and highlight some of the key themes we are watching. BDCs kicked off the year in strong form, supporte

We own shares in all three picks. Up to 33% upside to book value. Some peers trade above book value.

These three REITs got much too cheap in October 2022, but they rallied too hard. Take the money and run! Shares are up 33% to 52%. They deserved a rally, but not that much.

We're contrasting two sets of investments where one is demonstrably better than the other. Market prices are not efficient. Sometimes investors leave a nice chunk of change on the table.

Dividend yields: 7.8% to 15%. Dramatic discounts to net asset value. Price to NAV range: .36 to .86.

We take a look at the action in BDCs through the third week of December and highlight some of the key themes we are watching. BDCs underperformed once again this week, lacking support from lower Treas

Golub Capital's 3Q-22 portfolio performance was solid. The BDC outearned its dividend with adjusted NII and raised its dividend by 10% QoQ to $0.33 per share per quarter.

We discuss quarterly results from Golub Capital BDC and highlight key income dynamics of the portfolio. Golub Capital delivered a positive total NAV return for the quarter.