GSBD Goldman Sachs BDC, Inc. Common Stock
NYSE · Financial Services · Ver en SEC EDGAR ↗ cerrar Oct 2, 2026 10-K/10-Q Ago 6, 2026
$9,07
· % del rango de 52 semanas
· por encima del mínimo
· a alto
$8,36mínimo 52 semanas
$10,38máximo 52 semanas
Capitalización Bursátil (MRQ)
$1.02B
P/E
8.8
BPA
$1.03
tus insignias
Rango 52S
$8–$10
Calificación del Analista
HOLD
Precio Objetivo
$9
P/E
8.8
ROE
8.1%
Margen de Beneficio Neto
·
Tu barra de insignias está vacía — fija una métrica en cualquier lugar de esta página.
GSBD Instantánea de la Acción Precio, capitalización bursátil, P/E, BPA, ROE, deuda/capital, rango de 52 semanas
Precio
$9.07
Capitalización Bursátil (MRQ)
$1.02B
P/E
8.8
BPA
$1.03
ROE
8.1%
Rango 52S
$8–$10
GSBD Gráfico del Precio de la Acción OHLCV diario con indicadores técnicos — desplace, amplíe y personalice su vista
rango
barras
La granularidad de las barras se adapta al período seleccionado; pase el ratón sobre el gráfico para ver la apertura/máximo/mínimo/cierre de una barra.
Rendimiento a 10 años Tendencias de ingresos, beneficio neto, márgenes y BPA
BPA$1.032020-12-31 → 2025-12-31
Valoración y ratios
Valoración Ratios P/E, P/S, P/B, EV/EBITDA: ¿está la acción cara o barata?
| Métrica | Tendencia a 5 años | GSBD | promedio 5A | Mediana de Pares | Veredicto |
|---|---|---|---|---|---|
| P/E | 8.8promedio 5A ≈14.9 | ≈14.9 | 21.9 | Valor razonable | |
| P/C (MRQ) | 0.8promedio 5A ≈0.9 | ≈0.9 | 0.8 | Valor razonable | |
| Price / Cash Flow (Precio / Flujo de Caja) | 3.1promedio 5A ≈159.4 | ≈159.4 | 6.0 | Infravalorado | |
| Price / Tangible Book (Precio / Valor Contable Tangible) | 0.7promedio 5A ≈0.9 | ≈0.9 | · | · |
La mediana de empresas comparables se calcula sobre una base estandarizada por métrica y puede no coincidir siempre con la base TTM/MRQ que se muestra para esta acción.
Rentabilidad Márgenes brutos, operativos y netos; ROE, ROA, ROIC
| Métrica | Tendencia a 5 años | GSBD | promedio 5A | Mediana de Pares | Veredicto |
|---|---|---|---|---|---|
| ROA | 3.4%promedio 5A ≈3.1% | ≈3.1% | 3.2% | En línea | |
| ROE | 8.1%promedio 5A ≈7.0% | ≈7.0% | 7.5% | En línea |
Salud financiera Deuda, liquidez, solvencia — solidez del balance general
Aún no hay datos para este grupo de ratios
Aún no hay datos fundamentales para este ticker.
Crecimiento Crecimiento de ingresos, BPA y beneficio neto: interanual, CAGR a 3 años, CAGR a 5 años
| Métrica | Tendencia a 5 años | GSBD | promedio 5A | Mediana de Pares | Veredicto |
|---|---|---|---|---|---|
| EPS YoY (EPS interanual) | 87.3%promedio 5A ≈27.9% | ≈27.9% | · | · | |
| Net Income YoY (Beneficio Neto interanual) | 89.7%promedio 5A ≈43.2% | ≈43.2% | · | · | |
| EPS CAGR 3Y (CAGR BPA 3A) | 24.0%promedio 5A ≈-9.2% | ≈-9.2% | · | · | |
| EPS CAGR 5Y (CAGR BPA 5A) | -20.6% | · | · | · | |
| Net Income CAGR 3Y (CAGR Beneficio Neto 3A) | 29.4%promedio 5A ≈0.64% | ≈0.64% | · | · | |
| Net Income CAGR 5Y (CAGR Beneficio Neto 5A) | -7.5% | · | · | · |
Eficiencia de capital Rotación de activos, rotación de inventario, rotación de cuentas por cobrar
Aún no hay datos para este grupo de ratios
Aún no hay datos fundamentales para este ticker.
valor · ≈ promedio 5A · mediana sectorial · veredicto relativo a la mediana
Dividendos Rendimiento, ratio de pago, historial de dividendos, CAGR a 5 años
Pago anualizado≈$1.28
CAGR de Dividendos a 5 años≈-6.6%
Racha de Crecimiento≈1
| Fecha ex-dividendo | Monto | Moneda | Rendimiento |
|---|---|---|---|
| Sep 30, 2026 | $0,32 | USD | ≈15.2% |
| Ago 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% |
| Dic 31, 2025 | $0,32 | USD | ≈20.3% |
| Nov 28, 2025 | $0,04 | USD | ≈20.1% |
| Sep 30, 2025 | $0,48 | USD | ≈19.4% |
| Ago 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% |
| Dic 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% |
| Dic 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% |
Historial de Ganancias EPS real vs estimado, sorpresa %, tasa de aciertos, próxima fecha de resultados
Sorpresa Media
-20.0%
Próximo informe
Nov 04, 2026
| Período | Informe | EPS Actual | EPS est. | Sorpresa |
|---|---|---|---|---|
| 30 de junio de 2026 | Ago 6, 2026 | $0.38 | $0.32 | 20.2% |
| 31 de marzo de 2026 | $-0.12 | $0.30 | -140.6% | |
| 31 de diciembre de 2025 | $0.37 | $0.36 | 3.1% | |
| 30 de septiembre de 2025 | $0.40 | $0.37 | 6.7% | |
| 30 de junio de 2025 | $0.38 | $0.40 | -5.7% | |
| 31 de marzo de 2025 | $0.42 | $0.44 | -3.7% |
Fundamentales Completos Todas las métricas por año — estado de resultados, balance general, flujo de caja
Estado de resultados
| Métrica | Tendencia | 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 general
| Métrica | Tendencia | 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 | · |
Flujo de Efectivo
| Métrica | Tendencia | 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 |
Rentabilidad
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|
| ROA | 3.4% | 1.8% | 5.5% | 1.5% | · | · | |
| ROE | 8.1% | 4.0% | 12.2% | 3.6% | · | · |
Por Acción
| Métrica | Tendencia | 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 |
Tasas de Crecimiento
| Métrica | Tendencia | 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% | · | · | · | · | · |
Valoración (TTM)
| Métrica | Tendencia | 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% |
Estado de resultados
| Métrica | Tendencia | 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 general
| Métrica | Tendencia | 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 | · | · |
Flujo de Efectivo
| Métrica | Tendencia | 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 | · |
Rentabilidad
| Métrica | Tendencia | 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% | · | · |
Por Acción
| Métrica | Tendencia | 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 | · | · | · | · | · | · |
Valoración (TTM)
| Métrica | Tendencia | 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% | · | · | · | · | · | · |
Período más reciente a la izquierda · valores nulos mostrados como ·
Estados Financieros Estado de resultados, balance general, flujo de caja — anual, últimos 5 años
| Métrica | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|
| Beneficio neto | $119M | $63M | $196M | $55M | $192M |
| EPS Diluido | $1.03 | $0.55 | $1.81 | $0.54 | $1.89 |
No hay datos para este estado
Aún no hay suficientes datos fundamentales para generar este estado.
No hay datos para este estado
Aún no hay suficientes datos fundamentales para generar este estado.
Propietarios institucionales (13F) 214 declarantes · $492.0M total · A fecha de 30 de septiembre de 2026
Instituciones que informan tener esta acción en su Formulario 13F trimestral de la SEC. Solo posiciones largas; un solo presentador puede aparecer dos veces para tramos de opciones separados. Las patas de put/call de compensación grandes suelen reflejar la creación de mercado o el inventario cubierto, no la convicción direccional.
Tenedores
214
Valor en tenencia
$492.0M
Nuevas posiciones
35
Posiciones cerradas
29
Actividad institucional — Q2 2026 vs trimestre anterior
| Nuevas posiciones | Posiciones cerradas | Aumentado | Disminuido | Cambio neto de acciones |
|---|---|---|---|---|
| 35 (-2 vs trimestre anterior) | 29 (-12 vs trimestre anterior) | 61 (+11 vs trimestre anterior) | 55 (-15 vs trimestre anterior) | +9.7M |
Comparado con Q1 2026. Las presentaciones del Formulario 13F de la SEC vencen dentro de los 45 días posteriores al final del trimestre, más un pequeño margen para los presentadores tardíos; los trimestres que aún se encuentran dentro de esa ventana se omiten en favor del par más reciente completamente reportado.
| Institución | Valor | Acciones | % de 13F rastreadas | Tipo |
|---|---|---|---|---|
| GOLDMAN SACHS GROUP INC | $61 956 626 | 6 535 509 | 12,59% | Acciones |
| PRIVATE MANAGEMENT GROUP INC | $49 093 488 | 5 178 638 | 9,98% | Acciones |
| MORGAN STANLEY | $44 687 169 | 4 713 836 | 9,08% | Acciones |
| Generali Asset Management SPA SGR | $31 227 329 | 3 294 022 | 6,35% | Acciones |
| ARES MANAGEMENT LLC | $29 835 939 | 3 147 251 | 6,06% | Acciones |
| VAN ECK ASSOCIATES CORP | $25 368 669 | 2 676 020 | 5,16% | Acciones |
| UBS Group AG | $24 431 032 | 2 577 113 | 4,97% | Acciones |
| Lunate Capital Ltd | $20 783 876 | 2 192 392 | 4,22% | Acciones |
| Invesco Ltd. | $16 014 118 | 1 689 253 | 3,25% | Acciones |
| Lalia Capital, LLC | $11 313 489 | 1 193 406 | 2,30% | Acciones |
| BANK OF AMERICA CORP /DE/ | $10 875 142 | 1 147 167 | 2,21% | Acciones |
| Legal & General Group Plc | $8 880 826 | 939 770 | 1,80% | Acciones |
| Muzinich & Co., Inc. | $8 095 370 | 853 942 | 1,65% | Acciones |
| RAYMOND JAMES FINANCIAL INC | $6 698 080 | 706 549 | 1,36% | Acciones |
| Sumitomo Mitsui Trust Group, Inc. | $6 652 903 | 701 783 | 1,35% | Acciones |
| Cetera Investment Advisers | $6 600 997 | 696 308 | 1,34% | Acciones |
| ENVESTNET ASSET MANAGEMENT INC | $5 924 716 | 624 970 | 1,20% | Acciones |
| Columbus Macro, LLC | $5 876 187 | 619 851 | 1,19% | Acciones |
| Union Bancaire Privee, UBP SA | $5 686 944 | 3 713 | 1,16% | Acciones |
| OSAIC HOLDINGS, INC. | $5 323 740 | 561 573 | 1,08% | Acciones |
| Coppell Advisory Solutions LLC | $5 074 107 | 446 | 1,03% | Acciones |
| AMERICAN FINANCIAL GROUP INC | $4 802 208 | 506 562 | 0,98% | Acciones |
| VICTORY CAPITAL MANAGEMENT INC | $4 715 760 | 497 443 | 0,96% | Acciones |
| BlackRock, Inc. | $4 100 792 | 432 573 | 0,83% | Acciones |
| TRANSCEND CAPITAL ADVISORS, LLC | $3 383 975 | 356 959 | 0,69% | Acciones |
| CITADEL ADVISORS LLC | $3 375 543 | 356 070 | 0,69% | Acciones |
| GraniteShares Advisors LLC | $2 756 670 | 290 788 | 0,56% | Acciones |
| ROYAL BANK OF CANADA | $2 642 000 | 278 702 | 0,54% | Acciones |
| WELLS FARGO & COMPANY/MN | $2 565 543 | 270 627 | 0,52% | Acciones |
| Naviter Wealth, LLC | $2 483 197 | 253 413 | 0,50% | Acciones |
| Callodine Capital Management, LP | $2 370 000 | 250 000 | 0,48% | Acciones |
| Russell Investments Group, Ltd. | $2 234 360 | 235 692 | 0,45% | Acciones |
| Adams Asset Advisors, LLC | $2 157 136 | 227 546 | 0,44% | Acciones |
| Privium Fund Management (UK) Ltd | $2 097 360 | 216 000 | 0,43% | Acciones |
| SBE LLC DBA CEDAR COVE WEALTH PARTNERS | $1 922 164 | 202 760 | 0,39% | Acciones |
| Significant Wealth Partners LLC | $1 870 243 | 197 283 | 0,38% | Acciones |
| AMERIPRISE FINANCIAL INC | $1 636 661 | 173 144 | 0,33% | Acciones |
| Lido Advisors, LLC | $1 612 154 | 164 679 | 0,33% | Acciones |
| STATE STREET CORP | $1 608 366 | 164 155 | 0,33% | Acciones |
| Quadrant Private Wealth Management, LLC | $1 570 281 | 160 233 | 0,32% | Acciones |
| LPL Financial LLC | $1 433 892 | 151 254 | 0,29% | Acciones |
| Stiles Financial Services Inc | $1 401 573 | 147 845 | 0,28% | Acciones |
| SAXON INTERESTS, INC. | $1 347 443 | 142 135 | 0,27% | Acciones |
| LOOMIS SAYLES & CO L P | $1 327 200 | 140 000 | 0,27% | Acciones |
| Capital Market Strategies LLC | $1 282 500 | 114 000 | 0,26% | Acciones |
| NORDEN GROUP LLC | $1 276 938 | 134 698 | 0,26% | Acciones |
| J.W. COLE ADVISORS, INC. | $1 143 821 | 120 656 | 0,23% | Acciones |
| Ethos Financial Group, LLC | $1 086 194 | 120 283 | 0,22% | Acciones |
| Global Wealth Management Investment Advisory, Inc. | $1 064 576 | 112 297 | 0,22% | Acciones |
| Corient Private Wealth LP | $1 025 197 | 108 143 | 0,21% | Acciones |
Informantes de la empresa 22 insiders · 12 directivos · 9 consejeros
| Insider | Rol | Última actividad | Acciones en propiedad | Compras 12m | Ventas 12m | Neto 12m |
|---|---|---|---|---|---|---|
| Vivek Bantwal | Co-Chief Executive Officer | 12 de septiembre de 2025 P | 22 000 | 0 | 0 | $0 |
| David Miller | Co-Chief Executive Officer and Co-President. | 8 de mayo de 2023 P | 20 000 | 0 | 0 | $0 |
| Brendan Mcgovern, | Chief Executive Officer and President | 12 de octubre de 2020 A | 53 890 | 0 | 0 | $0 |
| Jonathan Lamm, | CFO & Treasurer | 2 de marzo de 2021 S | 10 945 | 0 | 0 | $0 |
| Tucker Greene | President and Chief Operating Officer | 12 de noviembre de 2025 P | 10 500 | 1 | 0 | $103 530 |
| Jon Yoder, | Chief Operating Officer | 20 de marzo de 2020 P | 11 000 | 0 | 0 | $0 |
| John Lanza | Principal Accounting Officer. | 22 de noviembre de 2024 S | 0 | 0 | 0 | $0 |
| David Yu, | Executive Vice President and Head of Research | 12 de octubre de 2020 A | 11 223 | 0 | 0 | $0 |
| Jordan Walter | Executive Vice President | 27 de marzo de 2020 P | 4 577 | 0 | 0 | $0 |
| Michael Mastropaolo | Executive Vice President | 23 de marzo de 2020 P | 5 075 | 0 | 0 | $0 |
| Salvatore Lentini, | Executive Vice President | 4 de marzo de 2019 S | 0 | 0 | 0 | $0 |
| Scott Turco, | Executive Vice President | 17 de marzo de 2015 P | 2 500 | 0 | 0 | $0 |
| Timothy J Leach | Consejero | 10 de junio de 2026 P | 19 675 | 1 | 0 | $18 116 |
| Carlos E Evans | Consejero | 2 de abril de 2026 P | 64 446 | 1 | 0 | $451 000 |
| Susan B Mcgee | Consejero | 11 de marzo de 2021 P | 21 787 | 0 | 0 | $0 |
| Ann B Lane | Consejero | 10 de marzo de 2021 P | 16 890 | 0 | 0 | $0 |
| Richard A Mark | Consejero | 12 de octubre de 2020 A | 17 667 | 0 | 0 | $0 |
| Katherine Uniacke | Consejero | 12 de octubre de 2020 A | 22 557 | 0 | 0 | $0 |
| Ross Jay Kari | Consejero | 20 de marzo de 2020 P | 10 000 | 0 | 0 | $0 |
| Jaime Ardila | Consejero | 9 de marzo de 2020 P | 19 414 | 0 | 0 | $0 |
| John P Coblentz JR | Consejero | 17 de marzo de 2015 P | 5 523 | 0 | 0 | $0 |
| GOLDMAN SACHS GROUP INC/ | Propietario del 10% | 21 de agosto de 2018 P | 652 354 | 0 | 0 | $0 |
Informantes de las presentaciones SEC Form 3/4/5; neto = solo P/S de mercado abierto
Propiedad de ETFs Mantenido por 4 ETFs
El peso refleja solo las tenencias directas de acciones (N-PORT); los fondos apalancados o basados en derivados pueden tener exposición adicional a swaps no mostrada.
| Fondo | Ponderación | Unidades | A fecha de | Fuente |
|---|---|---|---|---|
| KBWD · Invesco Exchange-Traded Fund Trust … | 3,24% | 1 238 968 | 2 de octubre de 2026 | Diario |
| VPC · ETFis Series Trust I | 1,92% | 67 747 NS | 31 de julio de 2026 | N-PORT |
| PSP · Invesco Exchange-Traded Fund Trust | 0,26% | 59 086 | 2 de octubre de 2026 | Diario |
| LBO · EA Series Trust | 0,01% | 81 NS | 31 de julio de 2026 | N-PORT |
GSBD Consenso de analistas Opiniones de analistas alcistas y bajistas, precio objetivo a 12 meses, potencial alcista
calificación · 10 analistas
VENTA
Objetivo mediano
$8.75
-3,5%
0 0,0%
Compra fuerte
0 0,0%
Compra
5 50,0%
Mantener
3 30,0%
Venta
2 20,0%
Venta fuerte
Precio objetivo a 12 meses
4 analistas · 2026-10-01Objetivo medio $8.94 -1,5%
Ahora
Precio Actual $9.07
Mín$8.00
Media$8.94
Máx$10.25
Comparación de pares (subindustria GICS) Métricas clave frente a competidores del sector
Base del ejercicio fiscal, precios al cierre del último ejercicio fiscal de cada empresa.
| Ticker | Capitalización Bursátil | P/E | Ingresos interanuales | Margen Neto | ROE | Margen Bruto |
|---|---|---|---|---|---|---|
| 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% | · |
Mis Métricas Tu lista de seguimiento personal — filas seleccionadas de Fundamentales Completos
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Fuente: SEC 10-Q presentada el Ago 6, 2026