GSBD Goldman Sachs BDC, Inc. Common Stock
NYSE · Financial Services · View on SEC EDGAR ↗ close Oct 2, 2026 10-K/10-Q Aug 6, 2026
$9.07
· of 52w range
· above low
· to high
$8.3652w low
$10.3852w high
Market Cap (MRQ)
$1.02B
P/E
8.8
EPS
$1.03
your badges
52W Range
$8–$10
Analyst Rating
HOLD
Price Target
$9
P/E
8.8
ROE
8.1%
Net Profit Margin
·
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GSBD Stock Snapshot Price, market cap, P/E, EPS, ROE, debt/equity, 52-week range
Price
$9.07
Market Cap (MRQ)
$1.02B
P/E
8.8
EPS
$1.03
ROE
8.1%
52W Range
$8–$10
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10-Year Performance Revenue, net income, margins and EPS trends
EPS$1.032020-12-31 → 2025-12-31
Valuation & Ratios
Valuation P/E, P/S, P/B, EV/EBITDA ratios — is the stock expensive or cheap?
| Metric | 5Y trend | GSBD | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| P/E | 8.85Y avg ≈14.9 | ≈14.9 | 21.9 | Fair value | |
| P/B (MRQ) | 0.85Y avg ≈0.9 | ≈0.9 | 0.8 | Fair value | |
| Price / Cash Flow | 3.15Y avg ≈159.4 | ≈159.4 | 6.0 | Undervalued | |
| Price / Tangible Book | 0.75Y avg ≈0.9 | ≈0.9 | · | · |
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 | GSBD | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| ROA | 3.4%5Y avg ≈3.1% | ≈3.1% | 3.2% | In line | |
| ROE | 8.1%5Y avg ≈7.0% | ≈7.0% | 7.5% | 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 | GSBD | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| EPS YoY | 87.3%5Y avg ≈27.9% | ≈27.9% | · | · | |
| Net Income YoY | 89.7%5Y avg ≈43.2% | ≈43.2% | · | · | |
| EPS CAGR 3Y | 24.0%5Y avg ≈-9.2% | ≈-9.2% | · | · | |
| EPS CAGR 5Y | -20.6% | · | · | · | |
| Net Income CAGR 3Y | 29.4%5Y avg ≈0.64% | ≈0.64% | · | · | |
| Net Income CAGR 5Y | -7.5% | · | · | · |
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
Annualized Payout≈$1.28
5Y Div CAGR≈-6.6%
Growth Streak≈1
| Ex-date | Amount | Currency | Yield |
|---|---|---|---|
| Sep 30, 2026 | $0.32 | USD | ≈15.2% |
| Aug 31, 2026 | $0.03 | USD | ≈10.4% |
| Jun 30, 2026 | $0.32 | USD | ≈16.2% |
| Mar 31, 2026 | $0.32 | USD | ≈19.7% |
| Mar 9, 2026 | $0.03 | USD | ≈20.9% |
| Dec 31, 2025 | $0.32 | USD | ≈20.3% |
| Nov 28, 2025 | $0.04 | USD | ≈20.1% |
| Sep 30, 2025 | $0.48 | USD | ≈19.4% |
| Aug 29, 2025 | $0.03 | USD | ≈17.0% |
| Jun 30, 2025 | $0.48 | USD | ≈17.0% |
| May 30, 2025 | $0.05 | USD | ≈12.6% |
| Mar 31, 2025 | $0.48 | USD | ≈15.7% |
| Dec 31, 2024 | $0.45 | USD | ≈14.9% |
| Sep 30, 2024 | $0.45 | USD | ≈13.1% |
| Jun 28, 2024 | $0.45 | USD | ≈12.0% |
| Mar 27, 2024 | $0.45 | USD | ≈12.0% |
| Dec 28, 2023 | $0.45 | USD | ≈12.1% |
| Sep 28, 2023 | $0.45 | USD | ≈12.4% |
| Jun 29, 2023 | $0.45 | USD | ≈13.0% |
| Mar 30, 2023 | $0.45 | USD | ≈13.2% |
Earnings History EPS actual vs estimate, surprise %, beat rate, next earnings date
Avg Surprise
-20.0%
Next Report
Nov 04, 2026
| Period | Report | EPS Actual | EPS Est | Surprise |
|---|---|---|---|---|
| June 30, 2026 | Aug 6, 2026 | $0.38 | $0.32 | 20.2% |
| March 31, 2026 | $-0.12 | $0.30 | -140.6% | |
| Dec. 31, 2025 | $0.37 | $0.36 | 3.1% | |
| Sept. 30, 2025 | $0.40 | $0.37 | 6.7% | |
| June 30, 2025 | $0.38 | $0.40 | -5.7% | |
| March 31, 2025 | $0.42 | $0.44 | -3.7% |
Full Fundamentals All metrics by year — income statement, balance sheet, cash flow
Income Statement
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|
| Operating Expenses | $180M | $177M | $205M | $136M | $140M | $99M | |
| Income Tax | · | $5M | $5M | $4M | $1M | $1M | |
| Net Income | $119M | $63M | $196M | $55M | $192M | $176M | |
| EPS (Basic) | $1.03 | $0.55 | $1.81 | $0.54 | $1.89 | $3.26 | |
| EPS (Diluted) | $1.03 | $0.55 | $1.81 | $0.54 | $1.89 | $3.26 | |
| Shares (Basic) | 115,576,890 | 114,673,460 | 108,305,428 | 102,258,701 | 101,691,076 | 53,940,573 | |
| Shares (Diluted) | 115,576,890 | 114,673,460 | 108,305,428 | 102,258,701 | 101,691,076 | 53,940,573 |
Balance Sheet
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $43M | $62M | $52M | $40M | $34M | · | |
| Total Assets | $3.38B | $3.60B | $3.52B | $3.59B | $3.55B | · | |
| Total Liabilities | $1.96B | $2.03B | $1.92B | $2.09B | $1.94B | · | |
| Long-term Debt | $1.87B | $1.93B | $1.83B | $2.01B | $1.86B | · | |
| Common Stock | $113.0K | $117.0K | $110.0K | $103.0K | $102.0K | · | |
| Retained Earnings | $-457M | $-374M | $-225M | $-206M | $-55M | $-5M | |
| Stockholders' Equity | $1.42B | $1.57B | $1.60B | $1.50B | $1.61B | $1.62B | |
| Liabilities + Equity | $3.38B | $3.60B | $3.52B | $3.59B | $3.55B | · | |
| Shares Outstanding | 112,569,067 | 117,297,222 | 109,563,525 | 102,850,589 | 101,818,811 | · |
Cash Flow
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|
| Operating Cash Flow | $326M | $2M | $301M | $27M | $-30M | $166M | |
| Stock Issued | · | · | · | $14M | · | · | |
| Stock Repurchased | $52M | · | · | · | · | · | |
| Net Stock Activity | $-52M | · | · | $14M | · | · | |
| Financing Cash Flow | $-344M | $7M | $-288M | $-22M | $32M | $-143M | |
| Net Change in Cash | · | · | · | $6M | $2M | $23M |
Profitability
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|
| ROA | 3.4% | 1.8% | 5.5% | 1.5% | · | · | |
| ROE | 8.1% | 4.0% | 12.2% | 3.6% | · | · |
Per Share
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|
| Book Value / Share | $12.64 | $13.41 | $14.62 | $14.61 | · | · | |
| Cash Flow / Share | $2.82 | $0.02 | $2.78 | $0.27 | · | · | |
| Cash / Share | $0.38 | $0.53 | $0.48 | $0.39 | · | · | |
| EPS (TTM) | $1.03 | $0.55 | $1.81 | $0.54 | $1.89 | $3.26 |
Growth Rates
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|
| EPS YoY | 87.3% | -69.6% | 235.2% | -71.4% | -42.0% | · | |
| EPS CAGR 3Y | 24.0% | -33.7% | -17.8% | · | · | · | |
| EPS CAGR 5Y | -20.6% | · | · | · | · | · | |
| Net Income YoY | 89.7% | -67.9% | 256.1% | -71.4% | 9.3% | · | |
| Net Income CAGR 3Y | 29.4% | -31.1% | 3.6% | · | · | · | |
| Net Income CAGR 5Y | -7.5% | · | · | · | · | · |
Valuation (TTM)
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|
| Net Income TTM | $119M | $63M | $196M | $55M | $192M | $176M | |
| Market Cap | $1.04B | $1.42B | $1.61B | $1.41B | · | · | |
| P/E | 9.0 | 22.0 | 8.1 | 25.4 | 10.1 | 5.9 | |
| P/B | 0.7 | 0.9 | 1.0 | 0.9 | · | · | |
| P / Tangible Book | 0.7 | 0.9 | 1.0 | 0.9 | · | · | |
| P / Cash Flow | 3.2 | 577.7 | 5.3 | 51.4 | · | · | |
| Earnings Yield | 11.1% | 4.5% | 12.3% | 3.9% | 9.9% | 17.1% |
Income Statement
| Metric | Trend | Q2 2026 | Q1 2026 | Q3 2025 | Q2 2025 | Q1 2025 | Q3 2024 | Q2 2024 | Q1 2024 | Q3 2023 | Q2 2023 | Q1 2023 | Q3 2022 | Q4 2022 | Q4 2021 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Operating Expenses | $41M | $53M | $45M | $46M | $46M | $41M | $40M | $50M | $46M | $47M | $61M | $33M | $31M | $33M | |
| Income Tax | · | · | $907.0K | $906.0K | $1M | $1M | $1M | $1M | $2M | $877.0K | $775.0K | $829.0K | $832.0K | $305.0K | |
| Net Income | $24M | $-14M | $25M | $39M | $32M | $37M | $-54M | $42M | $52M | $66M | $28M | $-8M | $19M | $38M | |
| EPS (Basic) | $0.21 | $-0.12 | $0.22 | $0.34 | $0.27 | $0.32 | $-0.47 | $0.39 | $0.47 | $0.60 | $0.27 | $-0.07 | $0.18 | $0.37 | |
| EPS (Diluted) | $0.21 | $-0.12 | $0.22 | $0.34 | $0.27 | $0.32 | $-0.47 | $0.39 | $0.47 | $0.60 | $0.27 | $-0.07 | $0.18 | $0.37 | |
| Shares (Basic) | 112,569,067 | 112,569,067 | 114,398,468 | 117,204,952 | 117,297,222 | 116,942,390 | 114,363,722 | 110,076,876 | 109,535,156 | 109,463,144 | 104,591,739 | 102,367,005 | 101,970,098 | 101,727,464 | |
| Shares (Diluted) | 112,569,067 | 112,569,067 | 114,398,468 | 117,204,952 | 117,297,222 | 116,942,390 | 114,363,722 | 110,076,876 | 109,535,156 | 109,463,144 | 104,591,739 | 102,367,005 | 101,970,098 | 101,727,464 |
Balance Sheet
| Metric | Trend | Q2 2026 | Q1 2026 | Q3 2025 | Q2 2025 | Q1 2025 | Q3 2024 | Q2 2024 | Q1 2024 | Q3 2023 | Q2 2023 | Q1 2023 | Q3 2022 | Q4 2022 | Q4 2021 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $14M | $42M | $115M | $108M | $83M | $53M | $62M | $52M | $77M | $42M | $47M | $33M | · | · | |
| Total Assets | $3.29B | $3.34B | $3.39B | $3.41B | $3.50B | $3.55B | $3.63B | $3.55B | $3.56B | $3.64B | $3.61B | $3.71B | · | · | |
| Total Liabilities | $1.93B | $1.97B | $1.93B | $1.90B | $1.96B | $1.96B | $2.03B | $1.92B | $1.96B | $2.04B | $2.03B | $2.17B | · | · | |
| Long-term Debt | $1.85B | $1.90B | $1.84B | $1.80B | $1.87B | $1.88B | $1.94B | $1.83B | $1.88B | $1.96B | $1.94B | $2.10B | · | · | |
| Common Stock | $113.0K | $113.0K | $114.0K | $116.0K | $117.0K | $117.0K | $117.0K | $112.0K | $110.0K | $109.0K | $109.0K | $103.0K | · | · | |
| Retained Earnings | $-522M | $-510M | $-454M | $-421M | $-398M | $-355M | $-339M | $-233M | $-209M | $-211M | $-227M | $-142M | · | · | |
| Stockholders' Equity | $1.36B | $1.37B | $1.45B | $1.51B | $1.55B | $1.59B | $1.60B | $1.63B | $1.60B | $1.60B | $1.58B | $1.54B | · | · | |
| Liabilities + Equity | $3.29B | $3.34B | $3.39B | $3.41B | $3.50B | $3.55B | $3.63B | $3.55B | $3.56B | $3.64B | $3.61B | $3.71B | · | · | |
| Shares Outstanding | 112,569,067 | 112,569,067 | 114,113,096 | 116,250,039 | 117,297,222 | 117,161,940 | 116,744,389 | 112,103,346 | 109,563,525 | 109,463,144 | 109,463,144 | 102,778,441 | · | · |
Cash Flow
| Metric | Trend | Q2 2026 | Q1 2026 | Q3 2025 | Q2 2025 | Q1 2025 | Q3 2024 | Q2 2024 | Q1 2024 | Q3 2023 | Q2 2023 | Q1 2023 | Q3 2022 | Q4 2022 | Q4 2021 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Operating Cash Flow | $54M | $10M | $47M | $174M | $134M | $104M | $-122M | $7M | $160M | $26M | $32M | $-54M | $-95M | · | |
| Stock Issued | · | · | · | · | · | · | · | · | · | · | · | $11M | $2M | · | |
| Stock Repurchased | · | · | $26M | · | · | · | · | · | · | · | · | · | · | · | |
| Net Stock Activity | · | · | · | · | · | · | · | · | · | · | · | $11M | · | · | |
| Financing Cash Flow | $-81M | $-12M | $-40M | $-149M | $-113M | $-113M | $131M | $-7M | $-125M | $-31M | $-25M | $42M | $108M | · | |
| Net Change in Cash | · | · | · | · | · | · | · | · | · | $-5M | $8M | $-12M | $13M | · |
Profitability
| Metric | Trend | Q2 2026 | Q1 2026 | Q3 2025 | Q2 2025 | Q1 2025 | Q3 2024 | Q2 2024 | Q1 2024 | Q3 2023 | Q2 2023 | Q1 2023 | Q3 2022 | Q4 2022 | Q4 2021 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ROA | 0.71% | -0.40% | 0.71% | 1.1% | 0.89% | 1.0% | -1.5% | 1.2% | 1.4% | 3.6% | 1.6% | -0.40% | · | · | |
| ROE | 1.7% | -0.93% | 1.6% | 2.5% | 2.0% | 2.3% | -3.4% | 2.6% | 3.3% | 8.2% | 3.5% | -0.97% | · | · |
Per Share
| Metric | Trend | Q2 2026 | Q1 2026 | Q3 2025 | Q2 2025 | Q1 2025 | Q3 2024 | Q2 2024 | Q1 2024 | Q3 2023 | Q2 2023 | Q1 2023 | Q3 2022 | Q4 2022 | Q4 2021 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Book Value / Share | $12.06 | $12.17 | $12.75 | $13.02 | $13.20 | $13.54 | $13.67 | $14.55 | $14.61 | $14.59 | $14.44 | $15.02 | · | · | |
| Cash Flow / Share | · | $0.09 | · | · | $1.14 | · | · | $0.06 | · | · | $0.31 | · | · | · | |
| Cash / Share | $0.13 | $0.37 | $1.01 | $0.93 | $0.71 | $0.45 | $0.53 | $0.47 | $0.70 | $0.39 | $0.43 | $0.32 | · | · | |
| EPS (TTM) | $0.51 | $0.64 | $1.14 | $1.24 | $0.43 | $0.71 | $0.86 | $1.93 | · | · | · | · | · | · |
Valuation (TTM)
| Metric | Trend | Q2 2026 | Q1 2026 | Q3 2025 | Q2 2025 | Q1 2025 | Q3 2024 | Q2 2024 | Q1 2024 | Q3 2023 | Q2 2023 | Q1 2023 | Q3 2022 | Q4 2022 | Q4 2021 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Net Income TTM | $58M | $74M | $133M | $145M | $52M | $76M | $90M | $210M | · | · | · | · | · | · | |
| Market Cap | $1.07B | $1000M | $1.16B | $1.31B | $1.36B | $1.61B | $1.75B | $1.68B | $1.60B | $1.52B | $1.49B | $1.49B | · | · | |
| P/E | 18.6 | 13.9 | 8.9 | 9.1 | 27.0 | 19.4 | 17.5 | 7.8 | · | · | · | · | · | · | |
| P/B | 0.8 | 0.7 | 0.8 | 0.9 | 0.9 | 1.0 | 1.1 | 1.0 | 1.0 | 1.0 | 0.9 | 1.0 | · | · | |
| P / Tangible Book | 0.8 | 0.7 | 0.8 | 0.9 | 0.9 | 1.0 | 1.1 | 1.0 | 1.0 | 1.0 | 0.9 | 1.0 | · | · | |
| P / Cash Flow | · | 95.8 | · | · | 10.2 | · | · | 238.6 | · | · | 46.3 | · | · | · | |
| Earnings Yield | 5.4% | 7.2% | 11.2% | 11.0% | 3.7% | 5.2% | 5.7% | 12.9% | · | · | · | · | · | · |
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 | $119M | $63M | $196M | $55M | $192M |
| Diluted EPS | $1.03 | $0.55 | $1.81 | $0.54 | $1.89 |
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 · $492.0M total · As of Sept. 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
$492.0M
New positions
35
Exited positions
29
Institutional activity — Q2 2026 vs prior quarter
| New positions | Exited positions | Increased | Decreased | Net shares change |
|---|---|---|---|---|
| 35 (-2 vs prior Q) | 29 (-12 vs prior Q) | 61 (+11 vs prior Q) | 55 (-15 vs prior Q) | +9.7M |
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 |
|---|---|---|---|---|
| GOLDMAN SACHS GROUP INC | $61,956,626 | 6,535,509 | 12.59% | Shares |
| PRIVATE MANAGEMENT GROUP INC | $49,093,488 | 5,178,638 | 9.98% | Shares |
| MORGAN STANLEY | $44,687,169 | 4,713,836 | 9.08% | Shares |
| Generali Asset Management SPA SGR | $31,227,329 | 3,294,022 | 6.35% | Shares |
| ARES MANAGEMENT LLC | $29,835,939 | 3,147,251 | 6.06% | Shares |
| VAN ECK ASSOCIATES CORP | $25,368,669 | 2,676,020 | 5.16% | Shares |
| UBS Group AG | $24,431,032 | 2,577,113 | 4.97% | Shares |
| Lunate Capital Ltd | $20,783,876 | 2,192,392 | 4.22% | Shares |
| Invesco Ltd. | $16,014,118 | 1,689,253 | 3.25% | Shares |
| Lalia Capital, LLC | $11,313,489 | 1,193,406 | 2.30% | Shares |
| BANK OF AMERICA CORP /DE/ | $10,875,142 | 1,147,167 | 2.21% | Shares |
| Legal & General Group Plc | $8,880,826 | 939,770 | 1.80% | Shares |
| Muzinich & Co., Inc. | $8,095,370 | 853,942 | 1.65% | Shares |
| RAYMOND JAMES FINANCIAL INC | $6,698,080 | 706,549 | 1.36% | Shares |
| Sumitomo Mitsui Trust Group, Inc. | $6,652,903 | 701,783 | 1.35% | Shares |
| Cetera Investment Advisers | $6,600,997 | 696,308 | 1.34% | Shares |
| ENVESTNET ASSET MANAGEMENT INC | $5,924,716 | 624,970 | 1.20% | Shares |
| Columbus Macro, LLC | $5,876,187 | 619,851 | 1.19% | Shares |
| Union Bancaire Privee, UBP SA | $5,686,944 | 3,713 | 1.16% | Shares |
| OSAIC HOLDINGS, INC. | $5,323,740 | 561,573 | 1.08% | Shares |
| Coppell Advisory Solutions LLC | $5,074,107 | 446 | 1.03% | Shares |
| AMERICAN FINANCIAL GROUP INC | $4,802,208 | 506,562 | 0.98% | Shares |
| VICTORY CAPITAL MANAGEMENT INC | $4,715,760 | 497,443 | 0.96% | Shares |
| BlackRock, Inc. | $4,100,792 | 432,573 | 0.83% | Shares |
| TRANSCEND CAPITAL ADVISORS, LLC | $3,383,975 | 356,959 | 0.69% | Shares |
| CITADEL ADVISORS LLC | $3,375,543 | 356,070 | 0.69% | Shares |
| GraniteShares Advisors LLC | $2,756,670 | 290,788 | 0.56% | Shares |
| ROYAL BANK OF CANADA | $2,642,000 | 278,702 | 0.54% | Shares |
| WELLS FARGO & COMPANY/MN | $2,565,543 | 270,627 | 0.52% | Shares |
| Naviter Wealth, LLC | $2,483,197 | 253,413 | 0.50% | Shares |
| Callodine Capital Management, LP | $2,370,000 | 250,000 | 0.48% | Shares |
| Russell Investments Group, Ltd. | $2,234,360 | 235,692 | 0.45% | Shares |
| Adams Asset Advisors, LLC | $2,157,136 | 227,546 | 0.44% | Shares |
| Privium Fund Management (UK) Ltd | $2,097,360 | 216,000 | 0.43% | Shares |
| SBE LLC DBA CEDAR COVE WEALTH PARTNERS | $1,922,164 | 202,760 | 0.39% | Shares |
| Significant Wealth Partners LLC | $1,870,243 | 197,283 | 0.38% | Shares |
| AMERIPRISE FINANCIAL INC | $1,636,661 | 173,144 | 0.33% | Shares |
| Lido Advisors, LLC | $1,612,154 | 164,679 | 0.33% | Shares |
| STATE STREET CORP | $1,608,366 | 164,155 | 0.33% | Shares |
| Quadrant Private Wealth Management, LLC | $1,570,281 | 160,233 | 0.32% | Shares |
| LPL Financial LLC | $1,433,892 | 151,254 | 0.29% | Shares |
| Stiles Financial Services Inc | $1,401,573 | 147,845 | 0.28% | Shares |
| SAXON INTERESTS, INC. | $1,347,443 | 142,135 | 0.27% | Shares |
| LOOMIS SAYLES & CO L P | $1,327,200 | 140,000 | 0.27% | Shares |
| Capital Market Strategies LLC | $1,282,500 | 114,000 | 0.26% | Shares |
| NORDEN GROUP LLC | $1,276,938 | 134,698 | 0.26% | Shares |
| J.W. COLE ADVISORS, INC. | $1,143,821 | 120,656 | 0.23% | Shares |
| Ethos Financial Group, LLC | $1,086,194 | 120,283 | 0.22% | Shares |
| Global Wealth Management Investment Advisory, Inc. | $1,064,576 | 112,297 | 0.22% | Shares |
| Corient Private Wealth LP | $1,025,197 | 108,143 | 0.21% | Shares |
Company insiders 22 insiders · 12 officers · 9 directors
| Insider | Role | Last activity | Shares owned | Buys 12m | Sells 12m | Net 12m |
|---|---|---|---|---|---|---|
| Vivek Bantwal | Co-Chief Executive Officer | Sept. 12, 2025 P | 22,000 | 0 | 0 | $0 |
| David Miller | Co-Chief Executive Officer and Co-President. | May 8, 2023 P | 20,000 | 0 | 0 | $0 |
| Brendan Mcgovern, | Chief Executive Officer and President | Oct. 12, 2020 A | 53,890 | 0 | 0 | $0 |
| Jonathan Lamm, | CFO & Treasurer | March 2, 2021 S | 10,945 | 0 | 0 | $0 |
| Tucker Greene | President and Chief Operating Officer | Nov. 12, 2025 P | 10,500 | 1 | 0 | $103,530 |
| Jon Yoder, | Chief Operating Officer | March 20, 2020 P | 11,000 | 0 | 0 | $0 |
| John Lanza | Principal Accounting Officer. | Nov. 22, 2024 S | 0 | 0 | 0 | $0 |
| David Yu, | Executive Vice President and Head of Research | Oct. 12, 2020 A | 11,223 | 0 | 0 | $0 |
| Jordan Walter | Executive Vice President | March 27, 2020 P | 4,577 | 0 | 0 | $0 |
| Michael Mastropaolo | Executive Vice President | March 23, 2020 P | 5,075 | 0 | 0 | $0 |
| Salvatore Lentini, | Executive Vice President | March 4, 2019 S | 0 | 0 | 0 | $0 |
| Scott Turco, | Executive Vice President | March 17, 2015 P | 2,500 | 0 | 0 | $0 |
| Timothy J Leach | Director | June 10, 2026 P | 19,675 | 1 | 0 | $18,116 |
| Carlos E Evans | Director | April 2, 2026 P | 64,446 | 1 | 0 | $451,000 |
| Susan B Mcgee | Director | March 11, 2021 P | 21,787 | 0 | 0 | $0 |
| Ann B Lane | Director | March 10, 2021 P | 16,890 | 0 | 0 | $0 |
| Richard A Mark | Director | Oct. 12, 2020 A | 17,667 | 0 | 0 | $0 |
| Katherine Uniacke | Director | Oct. 12, 2020 A | 22,557 | 0 | 0 | $0 |
| Ross Jay Kari | Director | March 20, 2020 P | 10,000 | 0 | 0 | $0 |
| Jaime Ardila | Director | March 9, 2020 P | 19,414 | 0 | 0 | $0 |
| John P Coblentz JR | Director | March 17, 2015 P | 5,523 | 0 | 0 | $0 |
| GOLDMAN SACHS GROUP INC/ | 10% owner | Aug. 21, 2018 P | 652,354 | 0 | 0 | $0 |
Insiders from SEC Form 3/4/5 filings; net = open-market P/S only
ETF ownership Held by 4 ETFs
Weight reflects direct equity holdings (N-PORT) only; leveraged or derivative-based funds may hold additional swap exposure not shown.
| Fund | Weight | Units | As of | Source |
|---|---|---|---|---|
| KBWD · Invesco Exchange-Traded Fund Trust … | 3.24% | 1,238,968 | Oct. 2, 2026 | Daily |
| VPC · ETFis Series Trust I | 1.92% | 67,747 NS | July 31, 2026 | N-PORT |
| PSP · Invesco Exchange-Traded Fund Trust | 0.26% | 59,086 | Oct. 2, 2026 | Daily |
| LBO · EA Series Trust | 0.01% | 81 NS | July 31, 2026 | N-PORT |
GSBD Analyst Consensus Bullish and bearish analyst opinions, 12-month price target, upside
rating · 10 analysts
SELL
Median target
$8.75
-3.5%
0 0.0%
Strong Buy
0 0.0%
Buy
5 50.0%
Hold
3 30.0%
Sell
2 20.0%
Strong Sell
12-Month Price Target
4 analysts · 2026-10-01Mean target $8.94 -1.5%
Now
Current price $9.07
Low$8.00
Mean$8.94
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 |
|---|---|---|---|---|---|---|
| GSBD | $1.04B | 9.0 | · | · | 8.1% | · |
| WLTH | $1.30B | -11.4 | 18.2% | -11.5% | -12.0% | · |
| MSDL | $1.42B | 11.8 | · | · | 6.9% | · |
| PSEC | $1.18B | 38.5 | · | · | 5.2% | · |
| OCSL | $1.15B | 33.5 | · | · | 2.3% | · |
| BBDC | $961M | 8.2 | · | · | 8.7% | · |
| VRTS | $1.09B | 8.2 | -6.0% | 15.9% | 14.8% | · |
| RPC | · | 57.7 | 0.30% | 6.6% | 4.9% | · |
| KBDC | $974M | 8.6 | · | · | 8.3% | · |
| FDUS | $733M | 9.3 | · | · | 11.5% | · |
| BLK | $165.98B | 30.3 | 18.7% | 22.9% | 10.7% | · |
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Source: SEC 10-Q filed Aug 6, 2026