BBDC Barings BDC, Inc. Common Stock
NYSE · Financial Services · View on SEC EDGAR ↗ close Oct 2, 2026 10-K/10-Q Aug 5, 2026
$8.63
· of 52w range
· above low
· to high
$7.9652w low
$9.5452w high
Market Cap (MRQ)
$904M
P/E
7.7
EPS
$1.12
your badges
52W Range
$8–$10
Analyst Rating
BUY
Price Target
$10
P/E
7.7
ROE
8.7%
Net Profit Margin
·
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BBDC Stock Snapshot Price, market cap, P/E, EPS, ROE, debt/equity, 52-week range
Price
$8.63
Market Cap (MRQ)
$904M
P/E
7.7
EPS
$1.12
Div Yield
13.9%
ROE
8.7%
52W Range
$8–$10
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10-Year Performance Revenue, net income, margins and EPS trends
EPS$1.122020-12-31 → 2025-12-31
Valuation & Ratios
Valuation P/E, P/S, P/B, EV/EBITDA ratios — is the stock expensive or cheap?
| Metric | 5Y trend | BBDC | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| P/E | 7.75Y avg ≈8.5 | ≈8.5 | 20.0 | Undervalued | |
| P/B (MRQ) | 0.85Y avg ≈0.8 | ≈0.8 | 0.8 | Fair value | |
| Price / Cash Flow | 5.65Y avg ≈9.1 | ≈9.1 | 5.5 | Fair value | |
| Price / Tangible Book | 0.85Y avg ≈0.8 | ≈0.8 | · | · | |
| PEG Ratio | ≈0.7 | · | · | · |
Peer median is calculated on a standardized basis per metric and may not always match the TTM/MRQ basis shown for this stock.
Profitability Gross, operating and net margins; ROE, ROA, ROIC
| Metric | 5Y trend | BBDC | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| ROA | 3.8%5Y avg ≈3.2% | ≈3.2% | 3.4% | Top tier | |
| ROE | 8.7%5Y avg ≈7.3% | ≈7.3% | 8.2% | In line |
Financial Health Debt, liquidity, solvency — balance sheet strength
No data for this ratio group yet
Not enough fundamentals data to compute this ratio group yet.
Growth Revenue, EPS and net income growth: YoY, 3Y CAGR, 5Y CAGR
| Metric | 5Y trend | BBDC | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| EPS YoY | -9.7%5Y avg ≈13.2% | ≈13.2% | · | · | |
| Net Income YoY | -7.6%5Y avg ≈673.8% | ≈673.8% | · | · | |
| EPS CAGR 3Y | 0.00%5Y avg ≈11.5% | ≈11.5% | · | · | |
| EPS CAGR 5Y | 11.8% | · | · | · | |
| Net Income CAGR 3Y | 179.2%5Y avg ≈113.9% | ≈113.9% | · | · | |
| Net Income CAGR 5Y | 65.6% | · | · | · |
Capital Efficiency Asset turnover, inventory turnover, receivables turnover
No data for this ratio group yet
Not enough fundamentals data to compute this ratio group yet.
value · ≈ 5Y avg · industry median · verdict relative to median
Dividends Yield, payout ratio, dividend history, 5Y CAGR
Dividend Yield13.9%
Payout Ratio122.9%
Annualized Payout≈$1.04
5Y Div CAGR≈14.1%
Growth Streak≈6
| Ex-date | Amount | Currency | Yield |
|---|---|---|---|
| Sep 2, 2026 | $0.26 | USD | ≈11.4% |
| Jun 3, 2026 | $0.26 | USD | ≈13.3% |
| Mar 4, 2026 | $0.26 | USD | ≈13.7% |
| Dec 3, 2025 | $0.26 | USD | ≈13.6% |
| Sep 3, 2025 | $0.31 | USD | ≈12.7% |
| Jun 4, 2025 | $0.31 | USD | ≈12.9% |
| Mar 5, 2025 | $0.31 | USD | ≈11.2% |
| Dec 4, 2024 | $0.26 | USD | ≈10.6% |
| Sep 4, 2024 | $0.26 | USD | ≈10.6% |
| Jun 5, 2024 | $0.26 | USD | ≈10.5% |
| Mar 5, 2024 | $0.26 | USD | ≈11.0% |
| Dec 5, 2023 | $0.26 | USD | ≈11.8% |
| Sep 5, 2023 | $0.26 | USD | ≈11.2% |
| Jun 6, 2023 | $0.25 | USD | ≈12.8% |
| Mar 7, 2023 | $0.25 | USD | ≈11.8% |
| Dec 6, 2022 | $0.24 | USD | ≈11.0% |
| Sep 6, 2022 | $0.24 | USD | ≈9.8% |
| Jun 7, 2022 | $0.24 | USD | ≈8.9% |
| Feb 15, 2022 | $0.23 | USD | ≈8.0% |
| Nov 23, 2021 | $0.22 | USD | ≈7.4% |
Earnings History EPS actual vs estimate, surprise %, beat rate, next earnings date
Avg Surprise
3.1%
Next Report
Nov 04, 2026
| Period | Report | EPS Actual | EPS Est | Surprise |
|---|---|---|---|---|
| June 30, 2026 | Aug 12, 2026 | $0.28 | $0.25 | 11.6% |
| March 31, 2026 | $0.25 | $0.26 | -3.9% | |
| Dec. 31, 2025 | $0.27 | $0.27 | 1.0% | |
| Sept. 30, 2025 | $0.32 | $0.28 | 14.5% | |
| June 30, 2025 | $0.28 | $0.26 | 6.4% | |
| March 31, 2025 | $0.25 | $0.28 | -11.2% |
Full Fundamentals All metrics by year — income statement, balance sheet, cash flow
Income Statement
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|
| SG&A Expense | $8M | $10M | $10M | $10M | $9M | $6M | |
| Interest Expense | · | · | $85M | $57M | $33M | $20M | |
| Net Income | $102M | $110M | $128M | $5M | $78M | $8M | |
| EPS (Basic) | $1.12 | $1.24 | $1.20 | $1.12 | $0.90 | $0.64 | |
| EPS (Diluted) | $1.12 | $1.24 | $1.20 | $1.12 | $0.90 | $0.64 | |
| Shares (Basic) | 105,200,841 | 105,793,123 | 107,040,677 | 102,911,986 | 65,316,085 | 48,575,139 | |
| Shares (Diluted) | 105,200,841 | 105,793,123 | 107,040,677 | 102,911,986 | 65,316,085 | 48,575,139 |
Balance Sheet
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|
| Total Assets | $2.64B | $2.70B | $2.68B | $2.71B | $2.16B | · | |
| Total Liabilities | $1.48B | $1.51B | $1.48B | $1.52B | $1.42B | · | |
| Long-term Debt | $1.20B | $1.01B | $721M | $719M | $718M | · | |
| Common Stock | $104.0K | $105.0K | $106.0K | $108.0K | $65.0K | · | |
| Paid-in Capital | $1.86B | $1.85B | $1.85B | $1.86B | $1.03B | · | |
| Retained Earnings | $-702M | $-657M | $-658M | $-664M | $-286M | $-310M | |
| Stockholders' Equity | $1.16B | $1.19B | $1.20B | $1.19B | $742M | $718M | |
| Liabilities + Equity | $2.64B | $2.70B | $2.68B | $2.71B | $2.16B | · | |
| Shares Outstanding | 104,706,884 | 105,408,938 | 106,067,070 | 107,916,166 | 65,316,085 | 65,316,085 |
Cash Flow
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|
| Operating Cash Flow | $161M | $122M | $77M | $86M | $-397M | $-218M | |
| Stock Repurchased | $6M | $6M | $15M | $32M | $0 | $7M | |
| Net Stock Activity | $-6M | $-6M | $-15M | $-32M | · | · | |
| Dividends Paid | $125M | $110M | $109M | $94M | $54M | $31M | |
| Financing Cash Flow | $-185M | $-101M | $-146M | $-31M | $388M | $289M | |
| Net Change in Cash | $-25M | $21M | $-69M | $55M | $-8M | $70M |
Profitability
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|
| ROA | 3.8% | 4.1% | 4.8% | 0.19% | · | · | |
| ROE | 8.7% | 9.2% | 10.7% | 0.39% | · | · |
Per Share
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|
| Book Value / Share | $11.09 | $11.29 | $11.28 | $11.05 | · | · | |
| Cash Flow / Share | $1.53 | $1.15 | $0.72 | $0.84 | · | · | |
| Dividend / Share | $1.19 | $1.04 | $1.02 | $0.95 | $0.82 | $0.65 | |
| Dividend Paid / Share | $1.19 | $1.04 | $1.02 | $0.95 | $0.82 | $0.65 | |
| EPS (TTM) | $1.12 | $1.24 | $1.20 | $1.12 | $0.90 | $0.64 |
Growth Rates
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|
| EPS YoY | -9.7% | 3.3% | 7.1% | 24.4% | 40.6% | · | |
| EPS CAGR 3Y | 0.00% | 11.3% | 23.3% | · | · | · | |
| EPS CAGR 5Y | 11.8% | · | · | · | · | · | |
| Net Income YoY | -7.6% | -13.8% | 2634.4% | -94.0% | 850.0% | · | |
| Net Income CAGR 3Y | 179.2% | 12.4% | 150.2% | · | · | · | |
| Net Income CAGR 5Y | 65.6% | · | · | · | · | · | |
| Dividends Paid CAGR 5Y | 31.9% | · | · | · | · | · |
Valuation (TTM)
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|
| Net Income TTM | $102M | $110M | $128M | $5M | $78M | $8M | |
| Market Cap | $961M | $1.01B | $910M | $880M | · | · | |
| P/E | 8.2 | 7.7 | 7.2 | 7.3 | 12.2 | 14.4 | |
| P/B | 0.8 | 0.8 | 0.8 | 0.7 | · | · | |
| P / Tangible Book | 0.8 | 0.8 | 0.8 | 0.7 | · | · | |
| P / Cash Flow | 6.0 | 8.3 | 11.8 | 10.2 | · | · | |
| Dividend Yield | 13.0% | 10.9% | 12.0% | 10.7% | · | · | |
| Earnings Yield | 12.2% | 13.0% | 14.0% | 13.7% | 8.2% | 7.0% | |
| Payout Ratio | 122.9% | 99.8% | 85.2% | 2002.3% | · | · | |
| Annual Payout | $125M | $110M | $109M | $94M | $54M | $31M |
Income Statement
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q3 2022 | Q4 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| SG&A Expense | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $3M | $2M | $2M | $2M | $3M | $3M | $3M | |
| Interest Expense | · | · | · | · | · | · | · | · | · | $21M | · | $22M | $21M | $19M | $15M | $13M | |
| Net Income | $18M | $20M | $25M | $24M | $21M | $33M | $25M | $22M | $19M | $44M | $30M | $18M | $40M | $40M | $10M | $-25M | |
| EPS (Basic) | $0.28 | $0.25 | $0.27 | $0.32 | $0.28 | $0.25 | $0.28 | $0.29 | $0.40 | $0.28 | $0.33 | $0.31 | $0.31 | $0.25 | $0.26 | $0.29 | |
| EPS (Diluted) | $0.28 | $0.25 | $0.27 | $0.32 | $0.28 | $0.25 | $0.28 | $0.29 | $0.40 | $0.28 | $0.33 | $0.31 | $0.31 | $0.25 | $0.26 | $0.29 | |
| Shares (Basic) | 104,706,884 | 104,706,884 | · | 105,158,938 | 105,232,015 | 105,373,382 | · | 105,715,277 | 105,898,271 | 106,038,873 | · | 106,516,166 | 107,381,276 | 107,916,166 | 109,272,489 | 110,759,443 | |
| Shares (Diluted) | 104,706,884 | 104,706,884 | · | 105,158,938 | 105,232,015 | 105,373,382 | · | 105,715,277 | 105,898,271 | 106,038,873 | · | 106,516,166 | 107,381,276 | 107,916,166 | 109,272,489 | 110,759,443 |
Balance Sheet
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q3 2022 | Q4 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Total Assets | $2.58B | $2.60B | $2.64B | $2.82B | $2.79B | $2.79B | $2.70B | $2.61B | $2.60B | $2.70B | · | $2.74B | $2.73B | $2.73B | $2.65B | · | |
| Total Liabilities | $1.44B | $1.45B | $1.48B | $1.66B | $1.62B | $1.60B | $1.51B | $1.41B | $1.40B | $1.49B | · | $1.54B | $1.52B | $1.52B | $1.42B | · | |
| Long-term Debt | $1.12B | $1.12B | $1.20B | $1.27B | $1.02B | $1.02B | $1.01B | $1.02B | $1.01B | $1.01B | · | $720M | $720M | $719M | $719M | · | |
| Common Stock | $104.0K | $104.0K | $104.0K | $105.0K | $105.0K | $105.0K | $105.0K | $106.0K | $106.0K | $106.0K | · | $107.0K | $107.0K | $108.0K | $109.0K | · | |
| Paid-in Capital | $1.86B | $1.86B | $1.86B | $1.84B | $1.84B | $1.85B | $1.85B | $1.85B | $1.85B | $1.85B | · | $1.85B | $1.85B | $1.86B | $1.58B | · | |
| Retained Earnings | $-718M | $-709M | $-702M | $-678M | $-669M | $-657M | $-657M | $-655M | $-650M | $-642M | $-658M | $-647M | $-638M | $-651M | $-348M | · | |
| Stockholders' Equity | $1.15B | $1.15B | $1.16B | $1.17B | $1.18B | $1.19B | $1.19B | $1.19B | $1.20B | $1.21B | $1.20B | $1.20B | $1.21B | $1.21B | $1.23B | · | |
| Liabilities + Equity | $2.58B | $2.60B | $2.64B | $2.82B | $2.79B | $2.79B | $2.70B | $2.61B | $2.60B | $2.70B | · | $2.74B | $2.73B | $2.73B | $2.65B | · | |
| Shares Outstanding | 104,706,884 | 104,706,884 | 104,706,884 | 105,158,938 | 105,158,938 | 105,258,938 | 105,408,938 | 105,558,938 | 105,757,992 | 105,951,159 | 106,067,070 | 106,516,166 | 106,516,166 | 107,916,166 | 108,882,105 | · |
Cash Flow
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q3 2022 | Q4 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Operating Cash Flow | $16M | $68M | $205M | $16M | $-53M | $-8M | $-45M | $24M | $138M | $5M | $139M | $-35M | $65M | $-92M | $122M | $6M | |
| Stock Repurchased | $0 | $0 | $4M | $0 | $888.0K | $1M | $1M | $2M | $2M | $1M | $4M | $0 | $11M | $0 | $9M | $13M | |
| Net Stock Activity | · | $0 | · | · | · | $-1M | · | · | · | $-1M | · | · | · | $0 | · | · | |
| Dividends Paid | $27M | $27M | $27M | $33M | $33M | $33M | $27M | $27M | $28M | $28M | $28M | $28M | $27M | $27M | $26M | $27M | |
| Financing Cash Flow | $-42M | $-39M | $-221M | $17M | $1M | $17M | $71M | $-42M | $-118M | $-11M | $-118M | $4M | $-40M | $8M | $-183M | $37M | |
| Net Change in Cash | $-26M | $29M | $-16M | $34M | $-51M | $9M | $25M | $-18M | $20M | $-6M | $21M | $-31M | $25M | $-84M | $-60M | $43M |
Profitability
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q3 2022 | Q4 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ROA | · | 0.74% | · | · | · | 1.2% | · | · | · | 1.6% | · | · | · | 2.9% | · | · | |
| ROE | · | 1.7% | · | · | · | 2.7% | · | · | · | 3.6% | · | · | · | 6.6% | · | · |
Per Share
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q3 2022 | Q4 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Book Value / Share | $10.94 | $11.02 | · | $11.10 | $11.18 | $11.29 | · | $11.32 | $11.36 | $11.44 | · | $11.25 | $11.34 | $11.17 | $11.28 | · | |
| Cash Flow / Share | · | $0.65 | · | · | · | $-0.07 | · | · | · | $0.05 | · | · | · | $-0.85 | · | · | |
| Dividend / Share | $0.26 | $0.26 | $0.26 | $0.31 | $0.31 | $0.31 | $0.26 | $0.26 | $0.26 | $0.26 | $0.26 | $0.26 | $0.25 | $0.25 | $0.24 | $0.24 | |
| Dividend Paid / Share | $0.26 | $0.26 | $0.26 | $0.31 | $0.31 | $0.31 | $0.26 | $0.26 | $0.26 | $0.26 | $0.26 | $0.26 | $0.25 | $0.25 | $0.24 | $0.24 | |
| EPS (TTM) | $1.12 | $1.12 | · | $1.13 | $1.10 | $1.22 | · | $1.30 | $1.32 | $1.23 | · | $1.21 | $1.16 | $1.14 | $1.01 | $0.98 |
Valuation (TTM)
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q3 2022 | Q4 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Net Income TTM | $87M | $89M | · | $102M | $100M | $99M | · | $115M | $112M | $132M | · | $97M | $88M | $23M | $17M | · | |
| Market Cap | $892M | $862M | · | $921M | $961M | $1.00B | · | $1.03B | $1.03B | $985M | · | $949M | $835M | $857M | $900M | · | |
| P/E | 7.6 | 7.3 | · | 7.8 | 8.3 | 7.8 | · | 7.5 | 7.4 | 7.6 | · | 7.4 | 6.8 | 7.0 | 8.2 | 9.5 | |
| P/B | 0.8 | 0.7 | · | 0.8 | 0.8 | 0.8 | · | 0.9 | 0.9 | 0.8 | · | 0.8 | 0.7 | 0.7 | 0.7 | · | |
| P / Tangible Book | 0.8 | 0.7 | · | 0.8 | 0.8 | 0.8 | · | 0.9 | 0.9 | 0.8 | · | 0.8 | 0.7 | 0.7 | 0.7 | · | |
| P / Cash Flow | · | 12.7 | · | · | · | -129.5 | · | · | · | 201.5 | · | · | · | -9.3 | · | · | |
| Dividend Yield | 12.8% | 13.9% | · | 13.6% | 12.5% | 11.5% | · | 10.7% | 10.7% | 11.1% | · | 11.3% | 12.7% | 12.3% | 9.1% | · | |
| Earnings Yield | 13.2% | 13.6% | · | 12.9% | 12.0% | 12.8% | · | 13.3% | 13.6% | 13.2% | · | 13.6% | 14.8% | 14.4% | 12.2% | 10.5% | |
| Payout Ratio | · | 136.2% | · | · | · | 100.3% | · | · | · | 62.7% | · | · | · | 68.0% | · | · | |
| Annual Payout | $114M | $120M | · | $125M | $120M | $115M | · | $110M | $110M | $110M | · | $107M | $106M | $106M | $82M | · |
Most recent period on the left · null values shown as ·
Financial Statements Income statement, balance sheet, cash flow — annual, last 5 years
| Metric | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|
| Net Income | $102M | $110M | $128M | $5M | $78M |
| Diluted EPS | $1.12 | $1.24 | $1.20 | $1.12 | $0.90 |
No data for this statement
Not enough fundamentals data to build this statement yet.
No data for this statement
Not enough fundamentals data to build this statement yet.
Institutional owners (13F) 214 filers · $423.3M total · As of June 30, 2026
Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.
Holders
214
Value held
$423.3M
New positions
29
Exited positions
28
Institutional activity — Q2 2026 vs prior quarter
| New positions | Exited positions | Increased | Decreased | Net shares change |
|---|---|---|---|---|
| 29 (-4 vs prior Q) | 28 (-6 vs prior Q) | 69 (+5 vs prior Q) | 58 (-1 vs prior Q) | +2.8M |
Compared to Q1 2026. SEC Form 13F filings are due within 45 days of quarter-end plus a short buffer for late filers — quarters still inside that window are skipped in favor of the most recent fully-reported pair.
| Institution | Value | Shares | % of tracked 13F | Type |
|---|---|---|---|---|
| BARINGS LLC | $116,210,082 | 13,639,681 | 27.45% | Shares |
| PRIVATE MANAGEMENT GROUP INC | $40,723,248 | 4,779,724 | 9.62% | Shares |
| ARES MANAGEMENT LLC | $35,480,066 | 4,164,327 | 8.38% | Shares |
| Cresset Asset Management, LLC | $21,685,725 | 2,545,273 | 5.12% | Shares |
| VAN ECK ASSOCIATES CORP | $19,677,486 | 2,309,564 | 4.65% | Shares |
| UBS Group AG | $17,940,036 | 2,105,638 | 4.24% | Shares |
| FRANKLIN RESOURCES INC | $11,636,514 | 1,365,788 | 2.75% | Shares |
| Russell Investments Group, Ltd. | $10,518,042 | 1,234,512 | 2.48% | Shares |
| TWO SIGMA INVESTMENTS, LP | $9,627,430 | 1,129,980 | 2.27% | Shares |
| DIMENSION CAPITAL MANAGEMENT LLC | $8,695,352 | 1,020,581 | 2.05% | Shares |
| MORGAN STANLEY | $8,184,118 | 960,577 | 1.93% | Shares |
| Focus Partners Wealth | $7,732,888 | 907,615 | 1.83% | Shares |
| Legal & General Group Plc | $7,482,886 | 879,822 | 1.77% | Shares |
| WELLS FARGO & COMPANY/MN | $6,479,965 | 760,559 | 1.53% | Shares |
| Muzinich & Co., Inc. | $6,091,416 | 714,955 | 1.44% | Shares |
| BANK OF AMERICA CORP /DE/ | $5,885,424 | 690,777 | 1.39% | Shares |
| RAYMOND JAMES FINANCIAL INC | $5,817,603 | 682,818 | 1.37% | Shares |
| Sumitomo Mitsui Trust Group, Inc. | $4,919,550 | 577,412 | 1.16% | Shares |
| BlackRock, Inc. | $4,338,553 | 509,220 | 1.02% | Shares |
| GCM Grosvenor Holdings, LLC | $4,047,000 | 475,000 | 0.96% | Shares |
| TWO SIGMA ADVISERS, LP | $3,685,770 | 401,500 | 0.87% | Shares |
| Advisors Asset Management, Inc. | $3,595,733 | 391,692 | 0.85% | Shares |
| Bulldog Investors, LLP | $2,866,137 | 336,401 | 0.68% | Shares |
| GraniteShares Advisors LLC | $2,627,159 | 308,352 | 0.62% | Shares |
| LPL Financial LLC | $2,502,533 | 293,725 | 0.59% | Shares |
| OSAIC HOLDINGS, INC. | $2,499,414 | 293,360 | 0.59% | Shares |
| Callodine Capital Management, LP | $2,470,800 | 290,000 | 0.58% | Shares |
| Financial Gravity Wealth, Inc. | $1,977,668 | 240,300 | 0.47% | Shares |
| Financial Gravity Companies, Inc. | $1,909,366 | 224,104 | 0.45% | Shares |
| SBE LLC DBA CEDAR COVE WEALTH PARTNERS | $1,864,270 | 218,811 | 0.44% | Shares |
| NEUBERGER BERMAN GROUP LLC | $1,766,400 | 207,324 | 0.42% | Shares |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | $1,748,253 | 205,194 | 0.41% | Shares |
| STEEL GROVE CAPITAL ADVISORS, LLC | $1,300,722 | 152,667 | 0.31% | Shares |
| Privium Fund Management (UK) Ltd | $1,267,210 | 150,500 | 0.30% | Shares |
| HighTower Advisors, LLC | $1,251,087 | 146,841 | 0.30% | Shares |
| HUB Investment Partners, LLC | $1,172,420 | 137,608 | 0.28% | Shares |
| Cliffwater LLC | $1,079,936 | 126,753 | 0.26% | Shares |
| MARSHALL WACE, LLP | $1,046,386 | 122,815 | 0.25% | Shares |
| Invesco Ltd. | $945,515 | 110,976 | 0.22% | Shares |
| Balyasny Asset Management L.P. | $936,178 | 109,880 | 0.22% | Shares |
| SageGuard Financial Group, LLC | $901,958 | 105,864 | 0.21% | Shares |
| SAXON INTERESTS, INC. | $895,081 | 105,056 | 0.21% | Shares |
| CITADEL ADVISORS LLC | $880,338 | 103,326 | 0.21% | Shares |
| HBK INVESTMENTS L P | $852,000 | 100,000 | 0.20% | Put option |
| &PARTNERS | $848,677 | 99,610 | 0.20% | Shares |
| BLAIR WILLIAM & CO/IL | $842,057 | 98,833 | 0.20% | Shares |
| Diameter Capital Partners LP | $822,938 | 96,589 | 0.19% | Shares |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $802,701 | 93,664 | 0.19% | Shares |
| DENALI ADVISORS LLC | $708,711 | 83,182 | 0.17% | Shares |
| Ethos Financial Group, LLC | $695,402 | 81,620 | 0.16% | Shares |
Activists & 5%+ owners 9 positions
Investors who filed SEC Schedule 13D — beneficial ownership above 5% with an intent to influence the issuer (activist stakes, board campaigns, M&A). Each row shows the most recent known state of that filer's position.
| Filer | Filed | Stake | Status | Purpose | Filing |
|---|---|---|---|---|---|
| Undisclosed reporting person, Undisclosed reporting person | Feb. 12, 2019 | · | Initial filing | · | SEC |
| Undisclosed reporting person, Undisclosed reporting person | Dec. 31, 2018 | · | Initial filing | · | SEC |
| Undisclosed reporting person, Undisclosed reporting person | Dec. 10, 2018 | · | Initial filing | · | SEC |
| Undisclosed reporting person, Undisclosed reporting person | Nov. 21, 2018 | · | Initial filing | · | SEC |
| Undisclosed reporting person, Undisclosed reporting person | Nov. 1, 2018 | · | Initial filing | · | SEC |
| Undisclosed reporting person, Undisclosed reporting person | Oct. 18, 2018 | · | Initial filing | · | SEC |
| Undisclosed reporting person, Undisclosed reporting person | Oct. 10, 2018 | · | Initial filing | · | SEC |
| Undisclosed reporting person, Undisclosed reporting person | Aug. 6, 2018 | · | Initial filing | M&A / sale | SEC |
| Greenwich Investment Management, Inc. (2) | July 20, 2010 | · | Initial filing | · | SEC |
Purpose is an automated classification of the filer's own stated purpose (SEC Item 4) — not investment advice. "—" means no clear purpose was stated or the text could not be classified.
Company insiders 39 insiders · 9 officers · 11 directors
| Insider | Role | Last activity | Shares owned | Buys 12m | Sells 12m | Net 12m |
|---|---|---|---|---|---|---|
| Thomas Mcdonnell | Chief Executive Officer | June 3, 2026 P | 26,000 | 1 | 0 | $82,700 |
| Ashton E. Poole | President and CEO | July 31, 2018 F | 181,534 | 0 | 0 | $0 |
| Steven C Lilly | CFO and Secretary | July 31, 2018 F | 256,818 | 0 | 0 | $0 |
| Douglas A. Vaughn | Chief Administrative Officer | July 31, 2018 F | 144,830 | 0 | 0 | $0 |
| Jeffrey A. Dombcik | Chief Credit Officer | July 31, 2018 F | 146,713 | 0 | 0 | $0 |
| Cary B. Nordan | Chief Origination Officer | July 31, 2018 F | 167,689 | 0 | 0 | $0 |
| Brent P W Burgess | Chief Investment Officer | May 9, 2016 P | 235,521 | 0 | 0 | $0 |
| Tarlton H Long | Managing Director | April 16, 2007 G | 3,072 | 0 | 0 | $0 |
| David F Parker | Managing Director | April 16, 2007 G | 3,072 | 0 | 0 | $0 |
| Mccomb W Dunwoody | Director | May 2, 2018 A | 113,323 | 0 | 0 | $0 |
| Benjamin S Goldstein | Director | May 2, 2018 A | 65,873 | 0 | 0 | $0 |
| Garland S Tucker III | Director | May 2, 2018 A | 146,031 | 0 | 0 | $0 |
| Mark F Mulhern | Director | May 2, 2018 A | 9,791 | 0 | 0 | $0 |
| Simon B. Rich JR. | Director | May 2, 2018 A | 95,276 | 0 | 0 | $0 |
| Mark M Gambill | Director | May 2, 2018 A | 34,301 | 0 | 0 | $0 |
| Sherwood Hubbard Smith JR. | Director | May 25, 2016 A | 83,152 | 0 | 0 | $0 |
| Thomas M Garrott | Director | June 10, 2008 S | 33,315 | 0 | 0 | $0 |
| Stephen R Byers | · | Dec. 9, 2025 S | 64,572 | 1 | 1 | $9,720 |
| Elizabeth A. Murray | · | June 6, 2025 P | 25,387 | 0 | 0 | $0 |
| Matthew Freund | · | May 19, 2025 P | 20,000 | 0 | 0 | $0 |
| Eric J Lloyd | · | May 19, 2025 P | 73,569 | 0 | 0 | $0 |
| Michael James O'Connor | · | Dec. 12, 2024 S | 0 | 0 | 0 | $0 |
| Michael Freno | · | May 9, 2024 P | 71,145 | 0 | 0 | $0 |
| Sears Merritt | · | May 11, 2023 P | 1,358 | 0 | 0 | $0 |
| Albert Perley | · | May 9, 2023 P | 2,000 | 0 | 0 | $0 |
| Jeffrey Chillag | · | May 8, 2023 P | 8,374 | 0 | 0 | $0 |
| Geoff Craddock | · | April 10, 2023 P | 30,000 | 0 | 0 | $0 |
| Thomas Okel | · | March 9, 2023 P | 20,037 | 0 | 0 | $0 |
| David Mihalick | · | Dec. 1, 2021 P | 20,000 | 0 | 0 | $0 |
| Roger W Crandall | · | Aug. 10, 2021 P | 18,250 | 0 | 0 | $0 |
| John Switzer | · | Dec. 21, 2020 P | 6,000 | 0 | 0 | $0 |
| Thomas M Finke | · | May 5, 2020 P | 25,000 | 0 | 0 | $0 |
| Jill Dinerman | · | May 4, 2020 S | 0 | 0 | 0 | $0 |
| Jonathan Bock | · | March 12, 2020 P | 22,075 | 0 | 0 | $0 |
| Christopher Cary | · | March 12, 2020 P | 7,000 | 0 | 0 | $0 |
| Jonathan Landsberg | · | March 29, 2019 P | 6,251 | 0 | 0 | $0 |
| BARINGS LLC | · | Feb. 11, 2019 P | 13,639,681 | 0 | 0 | $0 |
| Robert C Knox JR | · | Dec. 20, 2018 P | 85,282 | 0 | 0 | $0 |
| Paul John Thompson | · | Oct. 4, 2018 P | 12,000 | 0 | 0 | $0 |
Insiders from SEC Form 3/4/5 filings; net = open-market P/S only
ETF ownership Held by 2 ETFs
Weight reflects direct equity holdings (N-PORT) only; leveraged or derivative-based funds may hold additional swap exposure not shown.
BBDC Analyst Consensus Bullish and bearish analyst opinions, 12-month price target, upside
rating · 12 analysts
BUY
Median target
$10.00
+15.9%
4 33.3%
Strong Buy
5 41.7%
Buy
3 25.0%
Hold
0 0.0%
Sell
0 0.0%
Strong Sell
12-Month Price Target
6 analysts · 2026-10-03Mean target $9.96 +15.4%
← Below all targets
Current price $8.63
Low$9.50
Mean$9.96
High$10.25
Peer comparison (GICS sub-industry) Key metrics vs sector peers
FY basis, prices as of each company's last fiscal year-end close.
| Ticker | Market Cap | P/E | Rev YoY | Net Margin | ROE | Gross Margin |
|---|---|---|---|---|---|---|
| BBDC | $961M | 8.2 | · | · | 8.7% | · |
| MSDL | $1.42B | 11.8 | · | · | 6.9% | · |
| PSEC | $1.18B | 38.5 | · | · | 5.2% | · |
| OCSL | $1.15B | 33.5 | · | · | 2.3% | · |
| GSBD | $1.04B | 9.0 | · | · | 8.1% | · |
| VRTS | $1.09B | 8.2 | -6.0% | 15.9% | 14.8% | · |
| KBDC | $974M | 8.6 | · | · | 8.3% | · |
| RPC | · | 57.7 | 0.30% | 6.6% | 4.9% | · |
| FDUS | $733M | 9.3 | · | · | 11.5% | · |
| CGBD | $897M | 12.4 | · | · | 5.9% | · |
| BLK | $165.98B | 30.3 | 18.7% | 22.9% | 10.7% | · |
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Source: SEC 10-Q filed Aug 5, 2026