# ![@BDCPublications Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1945515765396041728.png) @BDCPublications BDC Reporter

BDC Reporter posts on X about bdc, dividend, in the, investment the most. They currently have [---] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.

### Engagements: [---] [#](/creator/twitter::1945515765396041728/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1945515765396041728/c:line/m:interactions.svg)

- [--] Week [-----] -46%
- [--] Month [-----] +216%
- [--] Months [-----] +31,990%

### Mentions: [--] [#](/creator/twitter::1945515765396041728/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1945515765396041728/c:line/m:posts_active.svg)

- [--] Week [--] -12%
- [--] Month [--] +75%
- [--] Months [---] +3,150%

### Followers: [---] [#](/creator/twitter::1945515765396041728/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1945515765396041728/c:line/m:followers.svg)

- [--] Week [---] +14%
- [--] Month [---] +169%
- [--] Months [---] +2,725%

### CreatorRank: [---------] [#](/creator/twitter::1945515765396041728/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1945515765396041728/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  66% [stocks](/list/stocks)  44% [financial services](/list/financial-services)  #2732 [vc firms](/list/vc-firms)  1% [countries](/list/countries)  1% [cryptocurrencies](/list/cryptocurrencies)  1%

**Social topic influence**
[bdc](/topic/bdc) #43, [dividend](/topic/dividend) #1295, [in the](/topic/in-the) 11%, [investment](/topic/investment) 10%, [$arcc](/topic/$arcc) #6, [debt](/topic/debt) 9%, [$main](/topic/$main) 8%, [$tcpc](/topic/$tcpc) #1, [blackrock](/topic/blackrock) #895, [performance](/topic/performance) 6%

**Top accounts mentioned or mentioned by**
[@brokentoysinv](/creator/undefined)

**Top assets mentioned**
[Ares Capital, Corp. (ARCC)](/topic/$arcc) [Main Street Capital Corporation (MAIN)](/topic/$main) [BlackRock Inc (BLK)](/topic/blackrock) [MSC Income Fund, Inc. (MSIF)](/topic/$msif) [Palmer Square Capital BDC Inc. (PSBD)](/topic/$psbd) [Trinity Capital Inc. (TRIN)](/topic/$trin) [CION Investment Corporation (CION)](/topic/$cion) [Hercules Capital, Inc. (HTGC)](/topic/$htgc) [Goldman Sachs (GS)](/topic/goldman-sachs) [Ashland Global Holdings Inc. (ASH)](/topic/$ash) [Kayne Anderson BDC, Inc. (KBDC)](/topic/$kbdc) [Barings BDC, Inc. (BBDC)](/topic/$bbdc) [Runway Growth Finance Corp. (RWAY)](/topic/$rway)
### Top Social Posts
Top posts by engagements in the last [--] hours

"Commented on $MAIN - Ashland Capital Partners Announces Sale of KBK Industries a Leading U.S. Manufacturer of Specialty Tank Solutions. https://seekingalpha.com/pr/20377670-ashland-capital-partners-announces-sale-of-kbk-industries-a-leading-u-s-manufacturer-ofsource=twitter&sht=t9j769&shu=1c2n#comment-101992205 https://seekingalpha.com/pr/20377670-ashland-capital-partners-announces-sale-of-kbk-industries-a-leading-u-s-manufacturer-ofsource=twitter&sht=t9j769&shu=1c2n#comment-101992205"  
[X Link](https://x.com/BDCPublications/status/2016186978979741829)  2026-01-27T16:30Z [---] followers, [--] engagements


"Kayne Anderson BDC: IVQ [----] Performance Preview: We continue our quixotic attempt to provide glimpses of what to expect from every public BDC when their IVQ [----] results are released shortly. $KBDC has been performing well by most standards in [----]. Will the BDC finish off the year on a high note https://twitter.com/i/web/status/2017016006007480343 https://twitter.com/i/web/status/2017016006007480343"  
[X Link](https://x.com/BDCPublications/status/2017016006007480343)  2026-01-29T23:24Z [---] followers, [--] engagements


"More On BDC Dividends: In a year where all BDCs were swimming upstream against falling interest rates [--] have already managed to pay out more than in [----]. Besides $MAIN that we just mentioned $BBDC and $CSWC are also ahead in this way. Check out for every BDC's performance. https://twitter.com/i/web/status/1985732423494385860 http://www.bdcbestideas.com https://twitter.com/i/web/status/1985732423494385860 http://www.bdcbestideas.com"  
[X Link](https://x.com/BDCPublications/status/1985732423494385860)  2025-11-04T15:34Z [---] followers, [---] engagements


"Sorry. That's My Parent: No $BCSF (Bain Capital Specialty Finance) is not in the process of acquiring a South Korean "athleisure" brand as reported by Seeking Alpha. The AI at SA is confused by the practice of asset management firms naming their BDCs after themselves. Of course it's Bain Capital itself doing the deal. https://seekingalpha.com/news/4536197-bain-capital-enters-344m-deal-to-buy-parent-company-of-south-koreas-athleisure-brand https://seekingalpha.com/news/4536197-bain-capital-enters-344m-deal-to-buy-parent-company-of-south-koreas-athleisure-brand"  
[X Link](https://x.com/BDCPublications/status/2007124798699397499)  2026-01-02T16:20Z [---] followers, [--] engagements


"CION Investment $CION Cuts Its Regular Dividend: Several other BDCs have launched into [----] with regular dividends unchanged but not $CION which drops from $0.36 a quarter per share to $0.30 - a (17%) drop. This happens just after an unusually strong IIIQ [----] earnings performance. The annualized payout is now $1.20 and the earnings consensus $1.32. The latter though may come down too. https://twitter.com/i/web/status/2008944405995245979 https://twitter.com/i/web/status/2008944405995245979"  
[X Link](https://x.com/BDCPublications/status/2008944405995245979)  2026-01-07T16:50Z [---] followers, [--] engagements


"Hercules Capital $HTGC Extends Loan To Compass Pathways: The press release is about this bio-tech company's getting FDA approval to begin a late stage clinical trial for those suffering with PTSD. Halfway down - and more in our bailiwick - we hear that $HTGC has increased its Term loan size and extended the interest only period for [--] years. Seems like a win-win. BTW HTGC's loan balance was $25mn. Now goes to $50mn. The value of a small warrant position might also go up. https://bwnews.pr/4sv0eAH https://bwnews.pr/4sv0eAH"  
[X Link](https://x.com/BDCPublications/status/2008955146823168170)  2026-01-07T17:33Z [---] followers, [---] engagements


"Software Company Remains On Non-Accrual For Third Quarter In A Row: Over at the BDC Credit Reporter we've written an update about a software company that has been on non-accrual since the IQ [----]. This is a Vista Equity company and $MAIN and $MSIF joined at the hip as usual are the BDC lenders involved. https://bit.ly/4qjVn3F https://bit.ly/4qjVn3F"  
[X Link](https://x.com/BDCPublications/status/2011125757175644468)  2026-01-13T17:18Z [---] followers, [--] engagements


"Palmer Square Capital: Reports Year-End [----] Net Asset Value Per Share (NAVPS): We believe that over the long term - and sometimes the short term too - changes in a BDC's NAVPS tell you volumes about its financial health. It's like a thermometer. $PSBD has just reported its NAVPS for the IVQ [----] - ahead of everyone else - and we're worried that the BDC has caught a fever. https://bit.ly/4pFlUqY https://bit.ly/4pFlUqY"  
[X Link](https://x.com/BDCPublications/status/2011951116410663297)  2026-01-15T23:58Z [---] followers, [--] engagements


"Capital Southwest Discloses IVQ [----] Results Preview: Like $MAIN the day before - which $CSWC models itself on - the BDC announced some preliminary metrics for the calendar IVQ [----]. Recurring earnings seem to be better than what the analysts expected but lower than last quarter net asset value is up materially. Only non-accrual percentages seem a little worse. Not enough there to write an article about but interesting. https://bit.ly/4bIr6XM https://twitter.com/i/web/status/2012200150295540208 https://bit.ly/4bIr6XM https://twitter.com/i/web/status/2012200150295540208"  
[X Link](https://x.com/BDCPublications/status/2012200150295540208)  2026-01-16T16:27Z [---] followers, [---] engagements


"MSC Income Fund: IVQ [----] Preliminary Results In Context: $MSIF - like several other BDCs - has published SOME of its IVQ [----] performance metrics. In a Premium article we've analyzed what was released compared to the results in prior periods and sought to evaluate if the BDC who's had a rocky start as a public entity is improving or not. https://bit.ly/4r5lfjU https://bit.ly/4r5lfjU"  
[X Link](https://x.com/BDCPublications/status/2014056342819053965)  2026-01-21T19:23Z [---] followers, [--] engagements


"Goldman Sachs BDC Prices Public Offering of $400 Million of 5.100% Unsecured Notes Due 2029: $GSBD is raising new unsecured debt on excellent terms in the current market. However even these new notes are much more expensive than $500mn of notes that were just repaid on January [--] [----] whose yield was only 2.875%. The result: A higher interest bill till March [----] when $400mn of much more expensive notes (6.375% yield) can be redeemed. https://bwnews.pr/49O21bl https://bwnews.pr/49O21bl"  
[X Link](https://x.com/BDCPublications/status/2014356581094466023)  2026-01-22T15:16Z [---] followers, [--] engagements


"This Is Bad. We can tell you right now what the biggest BDC story of next week will be: the market reaction to BlackRock TCP's $TCPC preliminary IVQ [----] results. We're working on a Premium article with all the trimmings but one metric should speak volumes: its net asset value per share dropped (19%) in [--] months. Worst performance by any BDC in 2025.Bloomberg has already written an article bless them. https://bit.ly/4sWtSiz https://bit.ly/4sWtSiz"  
[X Link](https://x.com/BDCPublications/status/2015092631655825835)  2026-01-24T16:01Z [---] followers, [---] engagements


"BlackRock TCP Capital: Preliminary IVQ [----] Results Reviewed : On Friday we warned that $TCPC had quietly released a disastrous preview of some of its IVQ [----] results. We've now had the opportunity to put those numbers in an appropriate context and there's no getting around it: $TCPC's credit performance - and its earnings - have gone from bad to badder. Read our Premium article for the full picture. https://bit.ly/4pWTbOw https://bit.ly/4pWTbOw"  
[X Link](https://x.com/BDCPublications/status/2015619290138112283)  2026-01-26T02:54Z [---] followers, [---] engagements


"One For Two: Runway Growth Finance $RWAY has just raised $100mn from a new Baby Bond with the ticker RWAYI and will be redeeming all or some of two existing bonds which nominally mature in [----] -RWAYL and RWAYZ. The new BB is priced at 7.25% and the to-be-repaid debt at 8.00% and 7.50% so expect a lower interest bill going forward. The BDC Fixed Income Table - a feature on the BDC Reporter - may see total issues drop to [--] from [--] if both existing BBs are repaid. https://bit.ly/4k5mOMh https://bit.ly/4k5mOMh"  
[X Link](https://x.com/BDCPublications/status/2016545989650485440)  2026-01-28T16:16Z [---] followers, [--] engagements


"Ever Higher: Venture-debt BDC Trinity Capital $TRIN has once again reached a new 52-week and multi-year high stock price of $16.94. $TRIN trades at a 27% premium to book and at a price-to-2026 expected earnings of 8.1x. BTW the BDC is one of only [--] we project will not reduce its dividend in [----] versus the [----] level. https://yhoo.it/4rjz7Ho https://yhoo.it/4rjz7Ho"  
[X Link](https://x.com/BDCPublications/status/2016549210968277436)  2026-01-28T16:29Z [---] followers, [---] engagements


"Trinity Capital Is Reaching New Price Heights: $TRIN reached an intraday high of $17.20 a new 52-week and (nearly) 4-year high according to Yahoo Finance. Trading volume is normal. This is the highest level since $TRIN scaled even higher heights in [----]. Here's a reminder though of how tricky BDC investing can be: [--] months after reaching its peak the BDC lost almost 50% of its value due to an overblown credit concern. Hopefully this time will be different we can hear $TRIN investors saying. https://yhoo.it/4rjz7Ho https://yhoo.it/4rjz7Ho"  
[X Link](https://x.com/BDCPublications/status/2016913022326100042)  2026-01-29T16:35Z [---] followers, [---] engagements


"More BDC Tax News: Ares Capital $ARCC has also announced tax info regarding its $1.92 payout in [----]. The BDC's shareholders will be delighted to know 29% of its distribution will be taxed as Qualified Dividends. The rest - of course - will be treated as Ordinary Income. https://bit.ly/4rnOVc7 https://bit.ly/4rnOVc7"  
[X Link](https://x.com/BDCPublications/status/2017842422852809101)  2026-02-01T06:08Z [---] followers, [---] engagements


"Commented on $TRIN $TRINZ $TRINI - Trinity Capital Announces Preliminary Estimates of Financial Results for Fourth Quarter and Year Ended [----]. https://seekingalpha.com/pr/20385550-trinity-capital-announces-preliminary-estimates-of-financial-results-for-fourth-quarter-andsource=twitter&sht=t9w2e2&shu=1c2n#comment-102045570 https://seekingalpha.com/pr/20385550-trinity-capital-announces-preliminary-estimates-of-financial-results-for-fourth-quarter-andsource=twitter&sht=t9w2e2&shu=1c2n#comment-102045570"  
[X Link](https://x.com/BDCPublications/status/2018704941947478125)  2026-02-03T15:15Z [---] followers, [---] engagements


"CION Investment Announces Pricing of Public Offering of Unsecured Notes Due 2031: $CION's latest note issuance - the BDC was in the market as recently as last December - is not intended to refinance its inexpensive notes due this month. That's been paid off from the December raise. These funds will pay down Revolvers with modest availability right now and prepare $CION to repay other unsecured notes to its Israeli lenders in the summer which are quite expensive tied to SOFR and with an all-in yield of 8.5%. That should save a few dollars. https://bwnews.pr/4tb0PrH https://bwnews.pr/4tb0PrH"  
[X Link](https://x.com/BDCPublications/status/2018709998986301517)  2026-02-03T15:35Z [---] followers, [---] engagements


"Here We Go Again: The BDC sector is having another price-meltdown day. $BIZD is down over (2%) in intra-day trading and virtually every BDC is in the red. The likely cause Those articles in Bloomberg that we've covered casting doubt on the creditworthiness of BDC-financed software companies mostly based on the views of one analyst firm. "When in doubt get out" seems to be the mantra even for a BDC like $HTGC which just reported excellent IVQ [----] preliminary results. Now the question is: "How low can we go" https://twitter.com/i/web/status/2018729425479872597"  
[X Link](https://x.com/BDCPublications/status/2018729425479872597)  2026-02-03T16:52Z [---] followers, [---] engagements


"$GAIN Continues TO GAIN: The lower middle market BDC has just announced IVQ [----] results which saw its net asset value per share increase by a remarkable 10.5% QoQ. At the moment 43% of the portfolio's value consists of equity and preferred stakes. There were only $2mn in net realized gains this quarter but a great deal more must surely be in the offing. Yet the share price dropped https://bit.ly/3Mn6sST https://bit.ly/3Mn6sST"  
[X Link](https://x.com/BDCPublications/status/2018818410428461181)  2026-02-03T22:46Z [---] followers, [---] engagements


"Ares Capital: First Look At The IVQ [----] Results: We will have more to say both in the BDC Reporter and the BDC Credit Reporter about the much-anticipated latest results. What we'll say here is how remarkable it is that the BDC has posted the same $0.50 per share "Core EPS" for [--] quarters in a row despite much lower rates during the period and thinner loan spreads. Clearly $ARCC - in the best possible way - is "managing" its earnings. Still how long can this go on for https://bit.ly/4tbYdcV https://twitter.com/i/web/status/2019083522682814670 https://bit.ly/4tbYdcV"  
[X Link](https://x.com/BDCPublications/status/2019083522682814670)  2026-02-04T16:19Z [---] followers, [---] engagements


"More about $ARCC: Apparently the IVQ [----] results hit the spot with investors who had been jittery ahead of the release. Maybe there were worries about software company write-downs or a drop in earnings - neither of which seems to have come to pass. (We're still digging into the AI issue and I'm sure the analysts will be posing the question). At the moment though ARCC is up 1.20% in early trading. https://twitter.com/i/web/status/2019084827161690294 https://twitter.com/i/web/status/2019084827161690294"  
[X Link](https://x.com/BDCPublications/status/2019084827161690294)  2026-02-04T16:25Z [---] followers, [--] engagements


"Top Of Mind: We are listening to the Ares Capital $ARCC conference call. First question - of course - was about the impact of AI on their portfolio software companies. Management was eager to address the issue and made the case that its software borrowers are growing EBITDA faster than the portfolio as a whole. Also explained their underwriting criteria and their choice of companies will be "resistant" to being made obsolete by AI. Worth reading the transcript because we can't summarize everything here. https://twitter.com/i/web/status/2019103554053763365"  
[X Link](https://x.com/BDCPublications/status/2019103554053763365)  2026-02-04T17:39Z [---] followers, [---] engagements


"Final Word (For Now) About Ares Capital: On the just-ended conference call management - in their prepared remarks - explicitly indicated that $ARCC intends to continue to pay an unchanged $0.48 per share quarterly dividend. The IQ [----] dividend has been announced but - in our opinion - chances are very good that this continues untrimmed through [----]. And - possibly - beyond. (Let's see if the government gets control of the levers of interest rates after May). https://twitter.com/i/web/status/2019114145845768497 https://twitter.com/i/web/status/2019114145845768497"  
[X Link](https://x.com/BDCPublications/status/2019114145845768497)  2026-02-04T18:21Z [---] followers, [---] engagements


"Commented on $OCSL - Oaktree Specialty Lending Corporation (OCSL) Q1 [----] Earnings Call Transcript. https://seekingalpha.com/article/4865943-oaktree-specialty-lending-corporation-ocsl-q1-2026-earnings-call-transcriptsource=twitter&sht=ta0a1y&shu=1c2n#comment-102069466 https://seekingalpha.com/article/4865943-oaktree-specialty-lending-corporation-ocsl-q1-2026-earnings-call-transcriptsource=twitter&sht=ta0a1y&shu=1c2n#comment-102069466"  
[X Link](https://x.com/BDCPublications/status/2019529355744145677)  2026-02-05T21:51Z [---] followers, [--] engagements


"Hercules Capital Prices Institutional Notes Offering of $300.0 Million 5.350% Notes due 2029: Here is more proof - if any was needed - that BDCs are having to get more creative than usual to handle a complex interest rate environment. Rather than the standard 5-year maturity for an unsecured note $HTGC has only signed up for [--] years and - probably - saved itself a good deal of interest expense through [----]. If medium-term rates go through the roof in the years ahead though this might prove to be a mistake. https://bwnews.pr/45Ugeme https://bwnews.pr/45Ugeme"  
[X Link](https://x.com/BDCPublications/status/2019562279340241183)  2026-02-06T00:02Z [--] followers, [--] engagements


"Pluralsight Is Baaaack: Last year the BDC Credit Reporter was able to upgrade the restructured and now lender-owned Pluralsight Inc. to a rating of [--] on our 5-point scale following a massive [----] restructuring that affected many BDCs. Unfortunately everything old is new again. Both $ARCC and $OCSL have written their IVQ [----] equity positions value to zero - not "written off" as Bloomberg Law mistakenly trumpeted. More importantly some of the debt has been placed on non-accrual. The rating goes back to a [--]. We'll have an article in a minute. https://twitter.com/i/web/status/2019798085850026086"  
[X Link](https://x.com/BDCPublications/status/2019798085850026086)  2026-02-06T15:39Z [--] followers, [--] engagements


"Ares Capital Books A Big Realized Loss: In the IVQ [----] a healthcare relared portfolio investment of $ARCC's reached a "realization event" of some sort - the details are unclear. What we do know - and just discussed at length in the BDC Credit Reporter - is that $ARCC booked a $56mn realized loss in the period. We also review in the article how the BDC performed in [----] versus [----] in terms of losses and gains. It's a complex picture. https://twitter.com/i/web/status/2019852145483477436 https://twitter.com/i/web/status/2019852145483477436"  
[X Link](https://x.com/BDCPublications/status/2019852145483477436)  2026-02-06T19:14Z [---] followers, [---] engagements


"EVER LOWER: On a day when the majority of BDC common stock prices went up and the sector ETF increased over 1% there was a notable loser. BlackRock TCP Capital $TCPC reached yet another 52-week + all-time low of $4.77. It's time to accept that BlackRock's acquisition in [----] has been an unmitigated disaster for its BDC investors. Click this link for the details: https://www.perplexity.ai/apps/fb1075b4-fc53-4240-bf56-7836110e5769 https://www.perplexity.ai/apps/fb1075b4-fc53-4240-bf56-7836110e5769"  
[X Link](https://x.com/BDCPublications/status/2020975570620981745)  2026-02-09T21:38Z [---] followers, [---] engagements


"There's Your Answer: Yesterday we wrote a full-length post about PennantPark Investment's $PNNT new dividend policy announced in its earnings release. We wondered aloud if the unusual approach adopted would be acceptable to investors. Apparently not is the answer with $PNNT down nearly (6%) as we write this reaching a new 52-week low. https://yhoo.it/4anefbd https://yhoo.it/4anefbd"  
[X Link](https://x.com/BDCPublications/status/2021256592600228345)  2026-02-10T16:14Z [---] followers, [--] engagements


"Three More: Besides PennantPark Investment $PNNT - mentioned in our last post - three other BDCs have reached new 52-week lows in the last [--] hours - all usual suspects. These are OFS Capital $OFS; Palmer Square Capital $PSBD and BlackRock TCP $TCPC. Where is the bottom We can't tell. https://twitter.com/i/web/status/2021257694800408819 https://twitter.com/i/web/status/2021257694800408819"  
[X Link](https://x.com/BDCPublications/status/2021257694800408819)  2026-02-10T16:19Z [---] followers, [--] engagements


"Hercules Capital's Dividend Streak Continues: $HTGC has been paying a $0.40 quarterly dividend since the "Golden Days" of BDC profitability in [----] and continues to do so. Also a $0.07 per share supplemental dividend has been paid [--] times in a row and the BDC has announced [--] more are forthcoming. An impressive performance as some other BDCs cut their payouts. (You know who you are). https://bit.ly/4ktwCzV https://bit.ly/4ktwCzV"  
[X Link](https://x.com/BDCPublications/status/2021261320235122988)  2026-02-10T16:33Z [---] followers, [---] engagements


"If You're An Oaktree Specialty Lending Investor This Will Be Interesting: S&P announced yesterday a withdrawal of its rating for a company called INW Manufacturing because its March [----] Term Loan has been repaid. The only BDC lender to INW is $OCSL which has advanced $38.5mn and has a value of $35.5mn as of the IVQ [----] according to Solve/Advantage Data. Seems like the BDC will book a $3mn unrealized gain soon. https://twitter.com/i/web/status/2021647989492920337 https://twitter.com/i/web/status/2021647989492920337"  
[X Link](https://x.com/BDCPublications/status/2021647989492920337)  2026-02-11T18:10Z [---] followers, [---] engagements


"HTGC is different than most BDCs in that many of its loans are already at their "floors." This means lower rates won't impact their income. Also the BDC still has the capacity to grow its portfolio to offset any income lost. The analyst consensus is for recurring earnings of $2.02 in [----] up from $1.90 in [----]. That's a rare prospective upside in BDC-land. https://twitter.com/i/web/status/2022227397781991636 https://twitter.com/i/web/status/2022227397781991636"  
[X Link](https://x.com/BDCPublications/status/2022227397781991636)  2026-02-13T08:32Z [---] followers, [--] engagements


"Passing Thoughts On BDC New Loan Spreads: Two public BDCs on their conference calls have now pointed to potential high redemptions at non-traded BDCs in [----] as a potential good news for dampening fierce competition for new loans and causing spread widening. Ironically most asset managers are running both public and non-traded BDCs so one group's loss might be the other's gain. https://twitter.com/i/web/status/2022348697791860851 https://twitter.com/i/web/status/2022348697791860851"  
[X Link](https://x.com/BDCPublications/status/2022348697791860851)  2026-02-13T16:34Z [---] followers, [--] engagements


"Unexpected: The BDC Reporter - for our sake and yours - likes to keep track of which BDCs are trading high (none at this point) and low (many right now). Here are two new names and neither is usually found at 52-week lows: Gladstone Capital $GLAD and Hercules Capital $HTGC. Both have been highly valued till recently so profit-taking makes sense. However HTGC did just post very strong earnings maintained its dividend and seems to be on course to continue to outperform in [----]. We assume this is a fear of AI damaging many of its portfolio companies in the future. Is the market getting"  
[X Link](https://x.com/BDCPublications/status/2022378367409074268)  2026-02-13T18:32Z [---] followers, [---] engagements


"Saratoga Investment's $SAR Credit Performance: Our sister publication the BDC Credit Reporter wrote a summary a few days ago about how SAR performed credit-wise in the quarter ended August [----] and projected what we might expect to see for the quarter ended November. Now the latest SAR results are out and we're comparing the two periods. Spoiler Alert: The BDC continues to outperform most other BDCs. https://bit.ly/4swnQ82 https://bit.ly/4swnQ82"  
[X Link](https://x.com/BDCPublications/status/2009160055057531180)  2026-01-08T07:07Z [--] followers, [--] engagements


"More on Saratoga Investment $SAR: We're waiting for the conference call tomorrow to offer our conclusions. However at first blush - after reviewing the BDC's earnings press release and 10-Q - financial performance seems to have been first rate: realized gains were booked; earnings per share increased; credit was almost blemish-free; borrowing costs were headed down and book value was stable. A good way for the public BDC sector to kick off IVQ [----] earnings season. https://twitter.com/i/web/status/2009161749963096422 https://twitter.com/i/web/status/2009161749963096422"  
[X Link](https://x.com/BDCPublications/status/2009161749963096422)  2026-01-08T07:14Z [--] followers, [--] engagements


"Not Out Of The Woods Yet. OFS Capital ($OFS) - at the third attempt - has just announced the final redemption of its unsecured debt due in February [----]. This will relieve some of the liquidity pressure on the BDC but with its only remaining Revolver in repayment mode and asset coverage very close to a minimum allowable level OFS remains in deep financial trouble. No wonder its Price To Earnings ratio is 4.6x. https://bit.ly/OFSredeem https://bit.ly/OFSredeem https://bit.ly/OFSredeem https://bit.ly/OFSredeem"  
[X Link](https://x.com/BDCPublications/status/2009524980191735838)  2026-01-09T07:17Z [--] followers, [--] engagements


"Saratoga Investment: [--] Questions We Wish Analysts Would Have Asked On The Latest Conference Call: We all learn a great deal from BDC earnings conference calls but most of the time one is still left a little hungry. That was the case for us after reviewing $SAR's latest CC so we've conjured up [--] questions that probably should have been asked. In each case we explain the context around the pro-forma query. Premium Article. https://bit.ly/45pHxEP https://twitter.com/i/web/status/2009721170648879197 https://bit.ly/45pHxEP https://twitter.com/i/web/status/2009721170648879197"  
[X Link](https://x.com/BDCPublications/status/2009721170648879197)  2026-01-09T20:17Z [--] followers, [--] engagements


"BDC Common Stocks Market Recap: Week Ended January [--] [----]. In our perennial review of what has happened to BDC prices we find the sector already lagging the major indices after [--] trading days. There's much more to discuss besides. The subject that readers may find most intriguing is what we identify as our greatest concern about what happens to BDC prices in [----]. This is a free article available to all on the hope that you will subscribe and follow the BDC Reporter on this year's intriguing journey. https://bit.ly/4jJRbb5 https://bit.ly/4jJRbb5"  
[X Link](https://x.com/BDCPublications/status/2010113900155679155)  2026-01-10T22:17Z [--] followers, [--] engagements


"Gladstone Investment Announces IQ [----] Monthly Dividends: Unsurprisingly $GAIN is paying $0.08 per share per month in the first [--] months of [----] annualizing at $0.96. The key question - yet to be answered - is whether at some point in [----] the BDC will be in a position to pay a supplementary dividend out of realized gains like [----] and [----]. If not the current yield at the close is only 6.9% - the lowest of any BDC. https://bit.ly/4qkHsdL https://bit.ly/4qkHsdL"  
[X Link](https://x.com/BDCPublications/status/2011194246364311815)  2026-01-13T21:50Z [--] followers, [---] engagements


"Blue Owl Capital $OBDC Subsidiary Wingspire Equipment Finance Closes Record [----] Surpassing $700 Million in Annual Fundings: This press release is just a marketing exercise by this BDC lender but it does speak to the fevered expansion underway at its ABL subsidiary. We won't know for years if credit standards were maintained because there's often a delay between booking a loan and the borrower getting into trouble. Even then Wingspire may remain a black box as $OBDC does not list the cost and value of its Wingspire portfolio. With over half a billion invested in this vehicle that's a problem"  
[X Link](https://x.com/BDCPublications/status/2011198921809506557)  2026-01-13T22:09Z [--] followers, [---] engagements


"Gladstone Capital $GLAD Announces Dividends For IQ 2026: This is the second quarter in a row that $GLAD will be paying a lower monthly dividend than previously down (10%) or so - $0.150 down from $0.165. The BDC cut early because the analyst consensus for the IVQ [----] and the IQ [----] EPS is $0.48 in both https://bit.ly/4aTY2wg https://bit.ly/4aTY2wg"  
[X Link](https://x.com/BDCPublications/status/2011207712189899261)  2026-01-13T22:44Z [--] followers, [--] engagements


"Stellus Capital Announces IQ [----] Dividends: Our analyst friends are projecting that $SCM will book [----] recurring earnings per share of $1.15. That didn't keep the BDC from announcing first-quarter dividends - paid monthly - that annualize at $1.60 a share. Some BDCs are throwing in the towel and cutting their payouts in the face of lower rates and income but not SCM. Not yet. https://bit.ly/SCMdivvy https://bit.ly/SCMdivvy"  
[X Link](https://x.com/BDCPublications/status/2012409984500506807)  2026-01-17T06:21Z [--] followers, [--] engagements


"BDC Common Stocks Market Recap: Week Ended January [--] 2026: It's been a good year for BDC common stock prices but - sadly - we are only two weeks and one day into [----] - so no parades yet. As usual we review the many metrics involved. In addition we take a stab at penciling out a "bullish" scenario for BDC investors in [----]. This is a free article - available to anyone with a click. https://bit.ly/49phdgk https://bit.ly/49phdgk"  
[X Link](https://x.com/BDCPublications/status/2012641380603224283)  2026-01-17T21:41Z [--] followers, [--] engagements


"First Brands Group: To Increase Debtor In Possession Facility To Liquidate We could write an article almost every day about the sturm und drang surrounding the First Brands bankruptcy. However we limit ourselves to writing when something very important has happened or is about to happen. The company will be running out of money in a week and that seemed an appropriate trigger for this BDC Credit Reporter article which we've re-published in the BDC Reporter and is available to anyone interested. https://bit.ly/3NBoocY https://bit.ly/3NBoocY"  
[X Link](https://x.com/BDCPublications/status/2014788523883368551)  2026-01-23T19:53Z [--] followers, [---] engagements


"New post: First Brands Group: To Increase Debtor In Possession Facility To Liquidate Read more: https://www.bdccreditreporter.com/first-brands-group-to-increase-debtor-in-possession-facility-to-liquidate/ https://www.bdccreditreporter.com/first-brands-group-to-increase-debtor-in-possession-facility-to-liquidate/"  
[X Link](https://x.com/BDCPublications/status/2014792757009666390)  2026-01-23T20:10Z [--] followers, [---] engagements


"BDC Common Stocks Market Recap: Week Ended January [--] 2026: Despite Greenland this and Greenland that BDC sector prices did not budge too much in Week [--] of [----]. There were plenty of news developments - we run through all of them - but investors stayed calm and carried on. This is a free article available to all. https://bdcreporter.com/2026/01/bdc-common-stocks-market-recap-week-ended-january-23-2026/ https://bdcreporter.com/2026/01/bdc-common-stocks-market-recap-week-ended-january-23-2026/"  
[X Link](https://x.com/BDCPublications/status/2015234995963793693)  2026-01-25T01:27Z [--] followers, [--] engagements


"Also Not Taking Any Chances: Just like $OCSL FS KKR Capital $FSK has reached a new 52-week low. The massive BDC has performed poorly in recent years particularly in terms of its credit performance. Its NAVPS has dropped by more than (7.0%) in the past [--] months. Investors are being careful even if the IIIQ [----] results suggested a turnaround was possible. https://yhoo.it/4t2OYvL https://yhoo.it/4t2OYvL"  
[X Link](https://x.com/BDCPublications/status/2016924957050347563)  2026-01-29T17:22Z [---] followers, [---] engagements


"Commented on $TRIN - Trinity Capital Achieves Record $2.1 Billion of New Commitments and $1.5 Billion in Funded Investments in [----]. https://seekingalpha.com/pr/20362219-trinity-capital-achieves-record-2_1-billion-of-new-commitments-and-1_5-billion-in-fundedsource=twitter&sht=t8tj7i&shu=1c2n#comment-101885085 https://seekingalpha.com/pr/20362219-trinity-capital-achieves-record-2_1-billion-of-new-commitments-and-1_5-billion-in-fundedsource=twitter&sht=t8tj7i&shu=1c2n#comment-101885085"  
[X Link](https://x.com/BDCPublications/status/2011164471889387996)  2026-01-13T19:52Z [---] followers, [--] engagements


"Main Street Announces Preliminary Estimate of IVQ [----] Operating Results - The CEO of $MAIN is "extremely" pleased with their IVQ [----] results and shareholders are likely to agree. We estimate net investment income will be the highest in [--] quarters and NAVPS at a peak. Even better dividends to follow. We have been projecting a 2% increase in the [----] payout over 2025's level. https://prn.to/4jHjGpG https://twitter.com/i/web/status/2011830885969248425 https://prn.to/4jHjGpG https://twitter.com/i/web/status/2011830885969248425"  
[X Link](https://x.com/BDCPublications/status/2011830885969248425)  2026-01-15T16:00Z [---] followers, [--] engagements


"Main Street Capital: IVQ [----] Preliminary Results In Context: We posted earlier about $MAIN's favorable IVQ [----] metrics just after they came out. Now the BDC Reporter has gone further and quantified in various ways just how good the BDC's performance is in a historical context and compared to its https://bit.ly/49XsvbG https://twitter.com/i/web/status/2011928641161355457 https://bit.ly/49XsvbG https://twitter.com/i/web/status/2011928641161355457"  
[X Link](https://x.com/BDCPublications/status/2011928641161355457)  2026-01-15T22:29Z [---] followers, [--] engagements


"$OFS - OFS Capital Corporation Commences Offering of Notes Whatever interest rate OFS manages to nab with a new Baby Bond it's going to be more than the 4.75% being repaid [--] months early. https://seekingalpha.com/pr/20167801-ofs-capital-corporation-commences-offering-of-notessource=tweet https://seekingalpha.com/pr/20167801-ofs-capital-corporation-commences-offering-of-notessource=tweet"  
[X Link](https://x.com/BDCPublications/status/1945557441233785074)  2025-07-16T18:53Z [--] followers, [--] engagements


"BDC Common Stocks Market Recap Week Ended December [--] [----] - Week 52: The BDC Reporter will not be publishing its regular article looking-back at the sector's price action due to the holidays. However here are some key metrics: $BIZD was up 0.6% for the week but remains (12.7%) down YTD. On a total return basis - using the S&P BDC index - the sector is off (5.2%). There's no rally that can save this year for BDC investors. https://twitter.com/i/web/status/2005389678812557761 https://twitter.com/i/web/status/2005389678812557761"  
[X Link](https://x.com/BDCPublications/status/2005389678812557761)  2025-12-28T21:25Z [--] followers, [--] engagements


"So Long Farewell: [----] is over for the BDC sector and the only exchange traded fund - ticker $BIZD - closed at a price of $14.18 - a miserable (14.7%) down in price this year. Only [--] of the [--] BDCs we track at the BDC Reporter managed to increase in price in [----]. Investors will be glad to see the back of this year. https://twitter.com/i/web/status/2006479919929503940 https://twitter.com/i/web/status/2006479919929503940"  
[X Link](https://x.com/BDCPublications/status/2006479919929503940)  2025-12-31T21:37Z [--] followers, [--] engagements


"AI Leads The Way: Appropriately enough the first BDC news story of the year is AI-related - in this case driverless trucks. Horizon Technology Finance ($HRZN) has just refinanced its debt to Kodiak AI $KDK - a portfolio company since [----]. For both lender and borrower this appears to be good news. We are preparing an article for the BDC Reporter's Premium https://bit.ly/49cPorD https://bit.ly/49cPorD"  
[X Link](https://x.com/BDCPublications/status/2007128092246978963)  2026-01-02T16:33Z [--] followers, [---] engagements


"KBRA Tells Us: Monroe Capital - parent of $MRCC - announced the final close of its [----] Monroe Capital Private Credit Fund V with $6.1 billion in investable capital. The fund received $2.8 billion in limited partner commitments $1.5 billion of targeted leverage and $1.8 billion from separately managed accounts.The fund . is Monroes largest to date exceeding the $4.8 billion in investable capital raised by Monroe Capital Private Credit Fund IV which closed in April [----]. We mention the above to show that all the fears about "cracks" in Private Credit do not seem to have kept investors away nor"  
[X Link](https://x.com/BDCPublications/status/2008961292774826475)  2026-01-07T17:57Z [--] followers, [--] engagements


"BDC Prices Slumping: Going by the price action of the BDC sector's only ETF - Van Eck's $BIZD - In the last two trading days prices - after a mini new year surge - have headed south. $BIZD has dropped by (4.0%) since peaking at $14.54 intra-day on Monday January [--] closing a few minutes ago at $13.97. That's below the [----] year-end of $14.18. This is reminiscent of July [----] when BDC prices fell across the board. [--] months later BIZD was down (20%) into Bear territory. We're already a fifth of the way to a repeat in [--] days.Why is this happening Maybe it's positioning ahead of earnings season or"  
[X Link](https://x.com/BDCPublications/status/2009011473700499510)  2026-01-07T21:17Z [--] followers, [---] engagements


"The Wonderful Wacky World Of Public BDC Prices: Just hours after we noted that the BDC ETF $BIZD had been seriously slumping for [--] days and almost every individual BDC was in the red prices have surged upwards. $BIZD is up 3.0% [--] hours into the trading day even as Trump Administration fellow traveller and Federal Reserve gadfly Stephen Miran calls for a [---] bps rate reduction. Confusing to say the least. https://twitter.com/i/web/status/2009331562761081264 https://twitter.com/i/web/status/2009331562761081264"  
[X Link](https://x.com/BDCPublications/status/2009331562761081264)  2026-01-08T18:29Z [--] followers, [--] engagements


"BCP Investment Corp - IVQ [----] Performance Preview: We are offering our readers detailed previews of what to expect from every BDC's upcoming IVQ [----] earnings. The latest in this series relates to a BDC with a new name and a new ticker symbol: BCP Investment Corp or $BCIC https://bdcreporter.com/2026/01/bcp-investment-corp-ivq-2025-performance-preview/ https://bdcreporter.com/2026/01/bcp-investment-corp-ivq-2025-performance-preview/"  
[X Link](https://x.com/BDCPublications/status/2014849813813329930)  2026-01-23T23:56Z [--] followers, [--] engagements


"We can't write a Premium article for the BDC Reporter about every BDC's latest note offering or we'd never do anything else. However we were intrigued by $SAR's because the new money raised is only a portion of the much larger amount required to repay another note issued back in [----] and on more expensive terms. We discuss the impact this might have on earnings and whether $SAR can find the money in its seat cushions to repay its debt. https://bit.ly/49Ms58f https://bit.ly/49Ms58f"  
[X Link](https://x.com/BDCPublications/status/2016599841112281484)  2026-01-28T19:50Z [--] followers, [--] engagements


"FS-KKR Capital Drops To New [--] Week Low: Once again the BDC is down reaching $13.63 intra-day today. The analyst consensus for [----] EPS is $2.09 so the pro-forma PE ratio is 6.5x. We have been projecting a payout of $2.20 this year which would yield 16.1%. That high yield suggests the market expects an even bigger cut from the $2.80 paid in [----]. https://yhoo.it/3LM3UO5 https://twitter.com/i/web/status/2017314594734412258 https://yhoo.it/3LM3UO5 https://twitter.com/i/web/status/2017314594734412258"  
[X Link](https://x.com/BDCPublications/status/2017314594734412258)  2026-01-30T19:10Z [--] followers, [--] engagements


"FYI: Oxford Square Capital's (OXSQ) Baby Bond with the ticker OXSQZ which was to mature in [----] has been redeemed and retired. We are removing the issue from the BDC Fixed Income Table in the BDC Reporter- now down to [--]. https://www.perplexity.ai/page/oxsqz-retirement-status-gUjKOKYlTki2Sv3m8Od.iQ https://www.perplexity.ai/page/oxsqz-retirement-status-gUjKOKYlTki2Sv3m8Od.iQ"  
[X Link](https://x.com/BDCPublications/status/1968780503323918344)  2025-09-18T20:53Z [--] followers, [--] engagements


"WhiteHouse Finance $WHF: Slip Sliding Away. Unfortunately $WHF's IIIQ [---] results suggest a BDC still bedeviled with credit challenges as losses exceeded NII. Not surprisingly the dividend was cut. Bright spot NIIPS unchanged. Received a rating of [--] on our [--] point scale. https://bit.ly/WHFIIIQ2025 https://bit.ly/WHFIIIQ2025"  
[X Link](https://x.com/BDCPublications/status/1987909306776445312)  2025-11-10T15:44Z [--] followers, [---] engagements


"No Comment. "GrowthCap has named Prospect managed of $PSEC a Top Private Credit Firm of [----] in part on information submitted as of June [--] [----]. Following selection for the award Prospect provided compensation to GrowthCap for the ability to communicate the results of the award""  
[X Link](https://x.com/BDCPublications/status/1988265005230514255)  2025-11-11T15:18Z [--] followers, [--] engagements


"New post: Blackstone Secured Lending: IIIQ [----] Credit Review Read more: https://www.bdccreditreporter.com/blackstone-secured-lending-iiiq-2025-credit-review/ https://www.bdccreditreporter.com/blackstone-secured-lending-iiiq-2025-credit-review/"  
[X Link](https://x.com/BDCPublications/status/1993042690187899116)  2025-11-24T19:43Z [--] followers, [--] engagements


"OFS Capital Extends Revolver For [--] Years: $OFS shortly after announcing the third tranche of its redemption of one of its unsecured notes due in February [----] has negotiated a renewal of its $25mn secured revolver with Banc of California. This is very important given the BDC's challenging liquidity position. https://ir.ofscapitalcorp.com/node/10596/html https://twitter.com/i/web/status/2010118108594495643 https://ir.ofscapitalcorp.com/node/10596/html https://twitter.com/i/web/status/2010118108594495643"  
[X Link](https://x.com/BDCPublications/status/2010118108594495643)  2026-01-10T22:34Z [---] followers, [--] engagements


"BDC Credit Metrics: Over at the BDC Credit Reporter we gather all sorts of metrics to evaluate the creditworthiness of the [--] public BDCs we track with $170bn of portfolio assets. We published many of those metrics for the IIIQ [----] in a survey article for our subscribers yesterday. Bottom line: the data does not support the contention that credit cracks are appearing sector-wide. On the contrary most metrics are above historical averages. However a number of individual BDCs are cause for https://bit.ly/3NbwusB https://bit.ly/3NbwusB"  
[X Link](https://x.com/BDCPublications/status/2011163028281290787)  2026-01-13T19:46Z [--] followers, [--] engagements


"First Brands founder Patrick James and his brother indicted for fraud- CNBC: We've been writing article after article about FB at the BDC Credit Reporter so this development comes as no surprise to us - or probably anyone else. More importantly from our vantage point the chances of BDC lenders getting back much of the $200mn+ advanced to the company are getting smaller and smaller. In fact BDC losses may grow as Debtor In Possession advances made since bankruptcy may never return from the bottomless pit of this apparently massive fraud. Keep an eye on $GECC $PFX $PSBD and $PSEC disclosures in"  
[X Link](https://x.com/BDCPublications/status/2017290983512416319)  2026-01-30T17:37Z [--] followers, [--] engagements


"Warsh To Head Fed - AP: Frankly in twenty-five years of covering the BDC sector we've never been so "bothered and bewildered" about the likely way forward by the Fed. Any Trump appointee - almost by definition - must have made noises that they would bend the knee once in office and reduce rates regardless of the evidence to the contrary. However can Warsh or any Washington-blessed appointee somehow "convince" all of his colleagues to throw caution to the wind on inflation We really don't know. Will there be further investigations and threats by the Trump Administration to bring the majority"  
[X Link](https://x.com/BDCPublications/status/2017293566561947866)  2026-01-30T17:47Z [--] followers, [--] engagements


"New post: 48Forty Solutions or 48Forty Intermediate Holdings Inc or Alpine Acquisition Corp II: Restructuring Completed And New CEO Hired Read more: https://www.bdccreditreporter.com/48forty-solutions-or-48forty-intermediate-holdings-inc-or-alpine-acquisition-corp-ii-restructuring-completed-and-new-ceo-hired/ https://www.bdccreditreporter.com/48forty-solutions-or-48forty-intermediate-holdings-inc-or-alpine-acquisition-corp-ii-restructuring-completed-and-new-ceo-hired/"  
[X Link](https://x.com/BDCPublications/status/2019088060286198266)  2026-02-04T16:38Z [--] followers, [--] engagements


"A Little Late Zacks has apparently downgraded micro BDC PhenixFin - $PFX - after its recent stock slide. This probably relates to the damage expected from PFX being a lender to First Brands - the bad news that keeps on giving. https://bit.ly/pfxdowngrade https://bit.ly/pfxdowngrade"  
[X Link](https://x.com/BDCPublications/status/1985355683416641929)  2025-11-03T14:37Z [---] followers, [---] engagements


"Trinity Capital: Over at BDC Best Ideas we're reviewing $TRIN's just announced dividends for the end of [----] and the first quarter of [----]. More importantly we're also opining on whether we believe the venture debt BDC is a worthy of being a Best Idea. https://twitter.com/i/web/status/2001705175858524491 https://www.bdcbestideas.com/trinity-capital-last-dividend-of-2025-and-2026-outlook/ https://twitter.com/i/web/status/2001705175858524491 https://www.bdcbestideas.com/trinity-capital-last-dividend-of-2025-and-2026-outlook/"  
[X Link](https://x.com/BDCPublications/status/2001705175858524491)  2025-12-18T17:24Z [---] followers, [--] engagements


"Number One: The first public BDC to reach a new [--] week low in [----] was Goldman Sachs BDC $GSBD which reached $9.19 just after the latest dividend of $0.32 per share was paid out. The yield is 13.9%. https://yhoo.it/3YhZGAp https://yhoo.it/3YhZGAp"  
[X Link](https://x.com/BDCPublications/status/2007227473604555201)  2026-01-02T23:08Z [---] followers, [---] engagements


"New [--] Week Low: Poor Old Goldman Sachs BDC $GSBD has reached a new [--] week low price of $8.96. Over at the BDC Reporter we track - as best we can - all the [--] week highs and lows. $GSBD is still smarting from a negative article on Christmas Day from the WSJ. [----] EPS is projected to be $1.30 so price to earnings ratio is 6.9x. well below the BDC average of 9.0x. http://www.bdcreporter.com http://www.bdcreporter.com"  
[X Link](https://x.com/BDCPublications/status/2008964244478546146)  2026-01-07T18:09Z [---] followers, [---] engagements


"Over At The BDC Credit Reporter.: We've just published an update on the progress of a global post-production company since its debt-for-equity swap last year which involved many BDCs including $GSBD $TCPC $SLRC and numerous non-traded players for an aggregate exposure exceeding $ [---] million. Unfortunately valuations are getting worse. https://bit.ly/4pNdsGs https://bit.ly/4pNdsGs"  
[X Link](https://x.com/BDCPublications/status/2013663180086743241)  2026-01-20T17:21Z [---] followers, [---] engagements


"More On BlackRock TCP Capital's Poor IVQ [----] NAVPS Performance: The BDC Credit Reporter has analyzed the [--] companies that $TCPC blamed for 2/3rds of its net asset value per share loss and - drawing on our archives and other sources - analyzed the history performance outstandings and outlook of each. There's a lot there to take in but some trends are https://bit.ly/Creditreporter https://bit.ly/Creditreporter"  
[X Link](https://x.com/BDCPublications/status/2015854910605324676)  2026-01-26T18:30Z [---] followers, [---] engagements


"Down Day: BlackRock TCP Capital's $TCPC stock price dropped (13%) in the first trading day after announcing a (19%) reduction in its Net Asset Value Per Share (NAVPS) in the IVQ [----] as previously discussed. That's pretty much what we would have expected. Already though the subject is grist for the mill of the financial press. Barron's has an article that we'll be deconstructing in the BDC Reporter. https://bit.ly/3NHhZwL https://bit.ly/3NHhZwL"  
[X Link](https://x.com/BDCPublications/status/2015901709344850428)  2026-01-26T21:36Z [---] followers, [---] engagements


"Not Taking Any Chances Oaktree Specialty Lending or $OCSL has reached a new 52-week low of $12.37 a share today. Following BlackRock TCP's $TCPC disastrous preliminary IVQ [----] results and the BDC earnings season on the doorstep investors are playing it safe just in case the BDC has bad news to report. Last quarter $OCSL's net asset value per share dropped a modest 0.7% but then $TCPC's NAVPS was https://yhoo.it/4k7JDza https://yhoo.it/4k7JDza"  
[X Link](https://x.com/BDCPublications/status/2016919847326929373)  2026-01-29T17:02Z [---] followers, [---] engagements


"Brief: Palmer Square BDC Announces July [----] Net Asset Value Per Share PSBD can do something no other BDC can: calculate its net asset value per share monthly rather than quarterly. Here's the July [----] number and some historical context. https://bdcreporter.com/2025/08/brief-palmer-square-bdc-announces-july-2025-net-asset-value-per-share/ https://bdcreporter.com/2025/08/brief-palmer-square-bdc-announces-july-2025-net-asset-value-per-share/"  
[X Link](https://x.com/BDCPublications/status/1957516708174000297)  2025-08-18T18:55Z [---] followers, [--] engagements


"Palmer Square Capital BDC: Pro-Forma Impact of Interest Rate Cuts https://bdcreporter.com/2025/09/palmer-square-capital-bdc-pro-forma-impact-of-interest-rate-cuts/ https://bdcreporter.com/2025/09/palmer-square-capital-bdc-pro-forma-impact-of-interest-rate-cuts/"  
[X Link](https://x.com/BDCPublications/status/1970618220743950574)  2025-09-23T22:36Z [---] followers, [--] engagements


"Popular. CION Investment (CION) is switching from paying distributions quarterly to monthly from January [----] on. Many BDCs have gone down this road before sometimes getting a material price boost. Let's see how $CION which closed at $9.76 performs going forward"  
[X Link](https://x.com/BDCPublications/status/1986663022522458289)  2025-11-07T05:12Z [---] followers, [---] engagements


"Blackstone Secured Lending $BXSL: The behemoth BDC managed to boost IIIQ [----] earnings more than "cover" its dividend and keep non-accruals at virtually nil. However net losses were on the high side by its historical standard. We rate BXSL a [--] out of [--] on our financial performance scale. https://twitter.com/i/web/status/1987927110053491014 https://twitter.com/i/web/status/1987927110053491014"  
[X Link](https://x.com/BDCPublications/status/1987927110053491014)  2025-11-10T16:55Z [---] followers, [--] engagements


"BRIEF: Palmer Square Capital BDC Announces November [----] NAV Per Share https://bdcreporter.com/2025/12/brief-palmer-square-capital-bdc-announces-november-2025-nav-per-share/ https://bdcreporter.com/2025/12/brief-palmer-square-capital-bdc-announces-november-2025-nav-per-share/"  
[X Link](https://x.com/BDCPublications/status/2001074174241173781)  2025-12-16T23:37Z [---] followers, [--] engagements


"Last Minute Dividend: Palmer Square BDC $PSBD has announced the second part of its IVQ [----] dividend: $0.07 per share - slightly above our expectations. The total payout for the year is $1.66. Not a great year compared to prior but ending strongly. To find out what is projecting for PSBD's [----] payout subscribe. https://bwnews.pr/4q35Yji http://www.BDCBestIdeas.com https://twitter.com/i/web/status/2003516903231520805 https://bwnews.pr/4q35Yji http://www.BDCBestIdeas.com https://twitter.com/i/web/status/2003516903231520805"  
[X Link](https://x.com/BDCPublications/status/2003516903231520805)  2025-12-23T17:23Z [---] followers, [--] engagements


"The BDC Reporter is tracking changes in BDC payouts between [----] and [----]. Only [--] BDCs out of [--] have announced dividends for the IQ [----] so far - [--] are partial announcements [--] are unchanged and [--] have decreased ( $CION and $SCM). We'll continue to update these changes in the weeks and months ahead. So far the dividend picture is looking pretty good. https://twitter.com/i/web/status/2013300546938310826 https://twitter.com/i/web/status/2013300546938310826"  
[X Link](https://x.com/BDCPublications/status/2013300546938310826)  2026-01-19T17:20Z [---] followers, [--] engagements


"Opinion: Time For A Change Of Direction at MSC Income Fund The title says it all.Free article from the BDC Reporter. https://bdcreporter.com/2025/08/opinion-time-for-a-change-of-direction-at-msc-income-fund/ https://bdcreporter.com/2025/08/opinion-time-for-a-change-of-direction-at-msc-income-fund/"  
[X Link](https://x.com/BDCPublications/status/1958747936629891214)  2025-08-22T04:27Z [---] followers, [--] engagements


"MSC Income Fund: New [--] Week Low. Implications For The BDC and Its External Manager Main Street Capital. MSIF went public in January of this year on a wave of great expectations that it might become a "mini-me" of Main Street (MAIN) - its successful patron and external manager. That has not worked out so far and now both BDCs might be impacted by its price crash. https://twitter.com/i/web/status/1960374063127482385 https://bdcreporter.com/2025/08/msc-income-fund-new-52-week-low-implications-for-the-bdc-and-its-external-manager-main-street-capital/"  
[X Link](https://x.com/BDCPublications/status/1960374063127482385)  2025-08-26T16:09Z [---] followers, [--] engagements


"BDC Earnings Seasons Kicks Off The biggest public BDC of all- Ares Capital (ARCC) - reported excellent results across all metrics. However there was one weak point we'll be discussing on the BDC Reporter shortly. Nobody's https://bit.ly/47p8Q3v https://bit.ly/47p8Q3v"  
[X Link](https://x.com/BDCPublications/status/1983555933755347058)  2025-10-29T15:26Z [---] followers, [--] engagements


"Ares Capital And FS-KKR Capital: Non-Performing Portfolio Company Restructured In Debt For Equity Swap https://bdcreporter.com/2025/12/ares-capital-and-fs-kkr-capital-non-performing-portfolio-company-restructured-in-debt-for-equity-swap/ https://bdcreporter.com/2025/12/ares-capital-and-fs-kkr-capital-non-performing-portfolio-company-restructured-in-debt-for-equity-swap/"  
[X Link](https://x.com/BDCPublications/status/2003177657329140042)  2025-12-22T18:55Z [---] followers, [--] engagements


"Ares Capital $ARCC Prices Public Offering of $750 Million 5.250% Unsecured Notes Due 2031: Once again the BDC has raised medium term unsecured debt on excellent terms. One third of debt coming due this year has been covered by this issue. Nonetheless there's no ignoring the new notes are much more expensive than those coming due issued during ZIRP. Inevitably this will increase the average borrowing cost of the BDC. Nonetheless - and a little surprisingly - the analyst consensus is for earnings to be 96% of 2025's. https://twitter.com/i/web/status/2008323151466565874"  
[X Link](https://x.com/BDCPublications/status/2008323151466565874)  2026-01-05T23:42Z [---] followers, [--] engagements


"Two-fer: Both Main Street Capital $MAIN and MSC Income Fund $MSIF have booked large net realized gains on the sale of a shared portfolio company. The twist in the tale Both BDCs are financing the acquisition as well and https://prn.to/4pqld4K https://prn.to/3YX97p1 https://prn.to/4pqld4K https://prn.to/3YX97p1"  
[X Link](https://x.com/BDCPublications/status/2008615471160193315)  2026-01-06T19:03Z [---] followers, [--] engagements


"Here We Go Again: Typically Ares Capital $ARCC kicks off BDC earnings season so we've been waiting for the announcement of the date of its IVQ [----] results. Now we've heard: February [--] before the open. The analysts expect Core EPS of $0.50 unchanged from the prior quarter. We expect an unchanged $0.48 dividend announcement for the IQ [----]. https://www.accessnewswire.com/newsroom/en/banking-and-financial-services/ares-capital-corporation-schedules-earnings-release-for-the-fourth-q-1124164 https://twitter.com/i/web/status/2008617586268008536"  
[X Link](https://x.com/BDCPublications/status/2008617586268008536)  2026-01-06T19:12Z [---] followers, [--] engagements


"Ares Capital: IVQ [----] Financial Performance Preview: The BDC Reporter has a useful tool for its subscribers: a calendar showing every BDC's earnings release details and when their conference calls are scheduled. This quarter we're intending to consistently add a new feature: a preview of what to expect. We begin with $ARCC https://bit.ly/4bwi3cp https://bit.ly/4bwi3cp"  
[X Link](https://x.com/BDCPublications/status/2010775697061789853)  2026-01-12T18:07Z [---] followers, [--] engagements


"MSC Income Fund Announces Preliminary Estimate of Fourth Quarter [----] Operating Results: We've not yet had the opportunity to systematically compare $MSIF's preview of its IVQ [----] results against the IIIQ actual and analyst projections. At first blush though matters seem to be improving. https://prn.to/49BvBRi https://twitter.com/i/web/status/2013663986412331463 https://prn.to/49BvBRi https://twitter.com/i/web/status/2013663986412331463"  
[X Link](https://x.com/BDCPublications/status/2013663986412331463)  2026-01-20T17:24Z [---] followers, [--] engagements


"Commented on $CSWC - Capital Southwest Corporation Announces Formation and Launch of First Out Senior Loan Joint Venture. https://seekingalpha.com/pr/20374020-capital-southwest-corporation-announces-formation-and-launch-of-first-out-senior-loan-jointsource=twitter&sht=t9bu1y&shu=1c2n#comment-101963489 https://seekingalpha.com/pr/20374020-capital-southwest-corporation-announces-formation-and-launch-of-first-out-senior-loan-jointsource=twitter&sht=t9bu1y&shu=1c2n#comment-101963489"  
[X Link](https://x.com/BDCPublications/status/2014745839688974715)  2026-01-23T17:03Z [---] followers, [--] engagements


"Capital Southwest [----] Tax Reveal Shocker: (We're trying to grab eyeballs). Only $CSWC shareholders will care but - apparently - 26% of the $2.56 a share in distributions the BDC paid out in [----] will be taxed at the lower tax rate associated with "Qualified Dividends". The rest is Ordinary Income but every little tax savings helps. https://bit.ly/4rnvz6O https://bit.ly/4rnvz6O"  
[X Link](https://x.com/BDCPublications/status/2017841061926998267)  2026-02-01T06:02Z [---] followers, [---] engagements


"Capital Southwest Corporation: IVQ [----] Performance Rating: Ambitiously we are attempting - once again - to review every public BDC's overall quarterly financial performance. First up this week as earnings season gets going is $CSWC - one of a handful of BDCs still trading at a premium. Was the BDC able to meet the market's lofty expectations https://bdcreporter.com/2026/02/capital-southwest-corporation-ivq-2025-performance-rating/ https://bdcreporter.com/2026/02/capital-southwest-corporation-ivq-2025-performance-rating/"  
[X Link](https://x.com/BDCPublications/status/2019088135377035695)  2026-02-04T16:38Z [---] followers, [---] engagements

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