KBDC Kayne Anderson BDC, Inc. Common Stock
NYSE · Financial Services · Ver en SEC EDGAR ↗ cerrar Oct 2, 2026 10-K/10-Q Ago 10, 2026
$12,67
· % del rango de 52 semanas
· por encima del mínimo
· a alto
$12,55mínimo 52 semanas
$15,87máximo 52 semanas
Capitalización Bursátil (MRQ)
$839M
P/E
7.6
BPA
$1.67
tus insignias
Rango 52S
$13–$16
Calificación del Analista
BUY
Precio Objetivo
$14
P/E
7.6
ROE
8.3%
Margen de Beneficio Neto
·
Tu barra de insignias está vacía — fija una métrica en cualquier lugar de esta página.
KBDC Instantánea de la Acción Precio, capitalización bursátil, P/E, BPA, ROE, deuda/capital, rango de 52 semanas
Precio
$12.67
Capitalización Bursátil (MRQ)
$839M
P/E
7.6
BPA
$1.67
Rendimiento div.
14.3%
ROE
8.3%
Rango 52S
$13–$16
KBDC 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$1.672021-12-31 → 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 | KBDC | promedio 5A | Mediana de Pares | Veredicto |
|---|---|---|---|---|---|
| P/E | 7.6 | · | 21.9 | Infravalorado | |
| P/C (MRQ) | 0.8 | · | 0.8 | Sobrevalorado | |
| Price / Cash Flow (Precio / Flujo de Caja) | -8.7 | · | · | · | |
| Price / Tangible Book (Precio / Valor Contable Tangible) | 0.8 | · | · | · |
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 | KBDC | promedio 5A | Mediana de Pares | Veredicto |
|---|---|---|---|---|---|
| ROA | 4.3%promedio 5A ≈5.7% | ≈5.7% | 3.2% | De primer nivel | |
| ROE | 8.3%promedio 5A ≈9.7% | ≈9.7% | 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 | KBDC | promedio 5A | Mediana de Pares | Veredicto |
|---|---|---|---|---|---|
| EPS YoY (EPS interanual) | -17.7%promedio 5A ≈19.9% | ≈19.9% | · | · | |
| Net Income YoY (Beneficio Neto interanual) | -29.0%promedio 5A ≈54.0% | ≈54.0% | · | · | |
| EPS CAGR 3Y (CAGR BPA 3A) | 4.1% | · | · | · | |
| Net Income CAGR 3Y (CAGR Beneficio Neto 3A) | 27.0% | · | · | · |
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
Rendimiento por Dividendo14.3%
Ratio de Pago131.6%
Pago anualizado≈$1.60
| Fecha ex-dividendo | Monto | Moneda | Rendimiento |
|---|---|---|---|
| Jun 30, 2026 | $0,40 | USD | ≈11.8% |
| Mar 31, 2026 | $0,40 | USD | ≈12.4% |
| Dic 31, 2025 | $0,40 | USD | ≈12.6% |
| Sep 30, 2025 | $0,40 | USD | ≈14.3% |
| Jun 30, 2025 | $0,40 | USD | ≈12.5% |
| Jun 9, 2025 | $0,10 | USD | ≈9.5% |
| Mar 31, 2025 | $0,40 | USD | ≈11.1% |
| Mar 3, 2025 | $0,10 | USD | ≈8.2% |
| Dic 31, 2024 | $0,40 | USD | ≈7.9% |
| Dic 5, 2024 | $0,10 | USD | ≈5.3% |
| Sep 30, 2024 | $0,40 | USD | ≈4.9% |
| Jun 28, 2024 | $0,40 | USD | ≈2.5% |
Historial de Ganancias EPS real vs estimado, sorpresa %, tasa de aciertos, próxima fecha de resultados
Sorpresa Media
1.6%
Próximo informe
Nov 11, 2026
| Período | Informe | EPS Actual | EPS est. | Sorpresa |
|---|---|---|---|---|
| 30 de junio de 2026 | Ago 10, 2026 | $0.42 | $0.41 | 3.4% |
| 31 de marzo de 2026 | May 11, 2026 | $0.43 | $0.41 | 4.3% |
| 31 de diciembre de 2025 | $0.44 | $0.42 | 5.2% | |
| 30 de septiembre de 2025 | $0.43 | $0.40 | 6.5% | |
| 30 de junio de 2025 | $0.40 | $0.41 | -2.4% | |
| 31 de marzo de 2025 | $0.40 | $0.43 | -7.5% |
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 |
|---|---|---|---|---|---|---|
| Operating Expenses | $120M | $102M | $76M | $35M | $9M | |
| Operating Income | $-118M | $-84M | $-76M | $-35M | · | |
| Interest Expense | · | · | $52M | $20M | $4M | |
| Interest Income | · | · | $160M | $75M | $19M | |
| Income Tax | $2M | $717.0K | · | · | · | |
| Net Income | $94M | $132M | $77M | $46M | $22M | |
| EPS (Basic) | $1.67 | $2.03 | $2.16 | $1.48 | $0.94 | |
| EPS (Diluted) | $1.67 | $2.03 | $2.16 | $1.48 | $0.94 | |
| Shares (Basic) | 70,255,235 | 63,762,377 | 39,250,232 | 27,184,302 | 10,718,083 | |
| Shares (Diluted) | 70,255,235 | 63,762,377 | 39,250,232 | 27,184,302 | 10,718,083 | |
| EBITDA | $-118M | $-84M | · | · | · |
Balance general
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|---|
| Cash & Equivalents | $18M | $22M | $34M | $9M | $2M | |
| Short-term Investments | · | $49M | $13M | $10M | $4M | |
| Total Assets | $2.29B | $2.08B | $1.42B | $1.19B | $586M | |
| Total Liabilities | $1.18B | $896M | $741M | $602M | $274M | |
| Common Stock | $68.0K | $71.0K | $42.0K | $36.0K | $19.0K | |
| Paid-in Capital | · | · | $670M | $575M | $301M | |
| Retained Earnings | $2M | $34M | $13M | $17M | $11M | |
| Stockholders' Equity | $1.11B | $1.19B | $683M | $592M | $312M | |
| Liabilities + Equity | $2.29B | $2.08B | $1.42B | $1.19B | $586M | |
| Shares Outstanding | 67,998,184 | 71,059,689 | 41,603,666 | 35,879,291 | 19,227,902 |
Flujo de Efectivo
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|---|
| Deferred Tax | $2M | $717.0K | · | · | · | |
| Operating Cash Flow | $-99M | $-545M | $-110M | $-542M | $-559M | |
| Stock Issued | · | $481M | $91M | $268M | $300M | |
| Stock Repurchased | $48M | $2M | · | · | · | |
| Net Stock Activity | $-48M | $479M | $91M | $268M | · | |
| Dividends Paid | $123M | $102M | $70M | · | · | |
| Financing Cash Flow | $94M | $533M | $136M | $548M | $561M |
Rentabilidad
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|---|
| ROA | 4.3% | 7.5% | 5.9% | 5.1% | · | |
| ROE | 8.3% | 11.1% | 11.3% | 8.2% | · |
Por Acción
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|---|
| Book Value / Share | $16.32 | $16.70 | $16.42 | $16.50 | · | |
| Cash Flow / Share | $-1.41 | $-8.54 | $-2.80 | $-19.93 | · | |
| Cash / Share | $0.27 | $0.31 | $0.82 | $0.24 | · | |
| Dividend / Share | · | $1.70 | $2.06 | $1.34 | · | |
| EPS (TTM) | $1.67 | $2.03 | $2.16 | $1.48 | $0.94 |
Tasas de Crecimiento
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|---|
| EPS YoY | -17.7% | -6.0% | 46.0% | 57.5% | · | |
| EPS CAGR 3Y | 4.1% | 29.3% | · | · | · | |
| Net Income YoY | -29.0% | 71.2% | 68.4% | 105.3% | · | |
| Net Income CAGR 3Y | 27.0% | 80.9% | · | · | · |
Valoración (TTM)
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|---|
| Net Income TTM | $94M | $132M | $77M | $46M | $22M | |
| Market Cap | $974M | $1.18B | · | · | · | |
| P/E | 8.6 | 8.1 | · | · | · | |
| P/B | 0.9 | 1.0 | · | · | · | |
| P / Tangible Book | 0.9 | 1.0 | · | · | · | |
| P / Cash Flow | -9.9 | -2.2 | · | · | · | |
| Dividend Yield | 12.7% | 8.7% | · | · | · | |
| Earnings Yield | 11.7% | 12.3% | · | · | · | |
| Payout Ratio | 131.6% | · | · | · | · | |
| Annual Payout | $123M | $102M | $70M | · | · |
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Operating Expenses | $28M | $28M | $31M | $29M | $28M | $28M | $23M | $23M | $20M | $19M | $17M | $9M | $6M | |
| Operating Income | $-28M | $-28M | $-31M | $-29M | $-27M | $-21M | $-18M | $-23M | $-20M | $-19M | · | · | · | |
| Interest Expense | · | · | · | · | · | · | · | $16M | $14M | $13M | $12M | $6M | $3M | |
| Interest Income | $3M | $4M | · | $2M | $306.0K | · | $52M | $46M | $41M | $41M | $36M | $20M | $13M | |
| Income Tax | $21.0K | $387.0K | $428.0K | $318.0K | $581.0K | · | · | · | · | · | · | · | · | |
| Net Income | $11M | $17M | $25M | $25M | $22M | $38M | $31M | $28M | $14M | $21M | $19M | $15M | $7M | |
| EPS (Basic) | $0.42 | $0.43 | $0.43 | $0.40 | $0.40 | $0.52 | $0.51 | $0.52 | $0.53 | $0.56 | $0.54 | $0.38 | $0.30 | |
| EPS (Diluted) | $0.42 | $0.43 | $0.43 | $0.40 | $0.40 | $0.52 | $0.51 | $0.52 | $0.53 | $0.56 | $0.54 | $0.38 | $0.30 | |
| Shares (Basic) | 66,347,339 | 67,144,353 | 70,430,331 | 70,901,688 | 71,234,684 | 71,083,885 | 67,426,904 | 45,345,417 | 40,499,327 | 38,905,173 | 35,929,436 | 29,530,036 | 23,529,376 | |
| Shares (Diluted) | 66,347,339 | 67,144,353 | 70,430,331 | 70,901,688 | 71,234,684 | 71,083,885 | 67,426,904 | 45,345,417 | 40,499,327 | 38,905,173 | 35,929,436 | 29,530,036 | 23,529,376 | |
| EBITDA | $-28M | · | $-31M | $-29M | $-27M | $-21M | $-18M | · | · | · | · | · | · |
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $15M | $14M | $16M | $14M | $17M | $39M | $20M | $33M | $12M | $13M | $11M | $15M | · | |
| Short-term Investments | · | · | · | · | · | $23M | $20M | $11M | $17M | $15M | $15M | $5M | · | |
| Total Assets | $2.34B | $2.25B | $2.34B | $2.26B | $2.23B | $2.03B | $1.91B | $1.84B | $1.32B | $1.32B | $1.29B | $992M | · | |
| Total Liabilities | $1.28B | $1.17B | $1.20B | $1.10B | $1.05B | $842M | $732M | $1.03B | $640M | $678M | $699M | $469M | · | |
| Common Stock | $66.0K | $66.0K | $70.0K | $71.0K | $71.0K | $71.0K | $71.0K | $49.0K | $42.0K | $39.0K | $36.0K | $31.0K | · | |
| Paid-in Capital | · | · | · | · | · | · | · | · | · | $627M | $575M | $498M | · | |
| Retained Earnings | $-23M | $-7M | $7M | $10M | $20M | $33M | $24M | $21M | $12M | $20M | $20M | $26M | · | |
| Stockholders' Equity | $1.06B | $1.08B | $1.14B | $1.16B | $1.18B | $1.19B | $1.18B | $812M | $681M | $647M | $596M | $524M | · | |
| Liabilities + Equity | $2.34B | $2.25B | $2.34B | $2.26B | $2.23B | $2.03B | $1.91B | $1.84B | $1.32B | $1.32B | $1.29B | $992M | · | |
| Shares Outstanding | 66,216,562 | 66,481,923 | 69,764,799 | 70,714,990 | 71,276,973 | 71,047,779 | 71,116,459 | 48,789,228 | 41,506,935 | 39,013,826 | 35,937,151 | 31,304,965 | · |
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Operating Cash Flow | $-69M | $40M | $-54M | $2M | $-127M | $-118M | $-287M | $-91M | $21M | $-754.0K | $-77M | $-229M | $-97M | |
| Stock Issued | · | · | · | · | · | $0 | $362M | $119M | $41M | · | · | $125M | $0 | |
| Stock Repurchased | $4M | $21M | $14M | $9M | $384.0K | · | · | · | · | · | · | · | · | |
| Net Stock Activity | · | · | · | · | $-384.0K | · | · | $119M | · | · | · | · | · | |
| Dividends Paid | $27M | $27M | · | $36M | $32M | · | · | $20M | · | · | · | · | · | |
| Financing Cash Flow | $70M | $-44M | $56M | $-6M | $122M | $136M | $274M | $90M | $-22M | $2M | $80M | $241M | $95M |
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ROA | 0.47% | · | 1.1% | 1.2% | 1.1% | 2.2% | 1.9% | 1.8% | · | · | 3.0% | · | · | |
| ROE | 0.97% | · | 2.1% | 2.1% | 2.2% | 4.0% | 3.4% | 4.0% | · | · | 6.5% | · | · |
Eficiencia
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | · | · | · | · | · | · | · | · | 0.5 | 1.0 | · | · | · |
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Book Value / Share | $16.00 | · | $16.34 | $16.37 | $16.51 | $16.70 | $16.57 | $16.63 | $16.40 | $16.58 | $16.57 | $16.73 | · | |
| Revenue / Share | · | · | · | · | · | · | · | · | $15.25 | $16.55 | · | · | · | |
| Cash Flow / Share | · | · | · | · | $-1.79 | · | · | $-2.01 | · | · | $-2.14 | · | · | |
| Cash / Share | $0.22 | · | $0.23 | $0.20 | $0.24 | $0.55 | $0.28 | $0.68 | $0.30 | $0.33 | $0.31 | $0.49 | · | |
| Dividend / Share | $0.40 | $0.40 | $0.40 | $0.50 | $0.50 | $0.40 | $0.40 | $0.40 | $0.53 | · | · | · | · | |
| EPS (TTM) | $1.72 | $1.70 | $1.71 | $1.80 | $1.91 | $2.08 | $2.09 | $2.14 | $2.15 | $2.00 | $1.74 | · | · |
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Net Income TTM | $75M | $89M | $107M | $120M | $126M | $119M | $96M | $85M | $72M | $73M | $59M | $39M | · | |
| Market Cap | $896M | · | $929M | $1.08B | $1.16B | $1.15B | $1.13B | · | · | · | · | · | · | |
| P/E | 7.9 | 8.1 | 7.8 | 8.5 | 8.5 | 7.8 | 7.6 | · | · | · | · | · | · | |
| P/B | 0.8 | · | 0.8 | 0.9 | 1.0 | 1.0 | 1.0 | · | · | · | · | · | · | |
| P / Tangible Book | 0.8 | 0.8 | 0.8 | 0.9 | 1.0 | 1.0 | 1.0 | · | · | · | · | · | · | |
| P / Cash Flow | · | · | · | · | -9.1 | · | · | · | · | · | · | · | · | |
| Earnings Yield | 12.7% | 12.4% | 12.8% | 11.8% | 11.8% | 12.8% | 13.1% | · | · | · | · | · | · | |
| Payout Ratio | · | · | · | · | 141.9% | · | · | · | · | · | · | · | · |
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 | $94M | $132M | $77M | $46M | $22M |
| EPS Diluido | $1.67 | $2.03 | $2.16 | $1.48 | $0.94 |
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) 97 declarantes · $428.3M 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
97
Valor en tenencia
$428.3M
Nuevas posiciones
17
Posiciones cerradas
15
Actividad institucional — Q2 2026 vs trimestre anterior
| Nuevas posiciones | Posiciones cerradas | Aumentado | Disminuido | Cambio neto de acciones |
|---|---|---|---|---|
| 17 (-1 vs trimestre anterior) | 15 (+3 vs trimestre anterior) | 31 (+10 vs trimestre anterior) | 20 (-3 vs trimestre anterior) | -4.8M |
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 |
|---|---|---|---|---|
| Koch, Inc. | $141 862 104 | 10 485 004 | 33,12% | Acciones |
| STATE OF MICHIGAN RETIREMENT SYSTEM | $88 848 290 | 6 566 762 | 20,74% | Acciones |
| HF Capital, LLC | $29 994 725 | 2 216 905 | 7,00% | Acciones |
| Pathstone Holdings, LLC | $14 382 944 | 1 063 041 | 3,36% | Acciones |
| Russell Investments Group, Ltd. | $10 774 264 | 796 324 | 2,52% | Acciones |
| FRANKLIN RESOURCES INC | $10 550 112 | 779 757 | 2,46% | Acciones |
| UBS Group AG | $10 110 049 | 747 232 | 2,36% | Acciones |
| VAN ECK ASSOCIATES CORP | $9 063 598 | 669 889 | 2,12% | Acciones |
| Requisite Capital Management, LLC | $8 986 663 | 645 130 | 2,10% | Acciones |
| MORGAN STANLEY | $8 958 525 | 662 123 | 2,09% | Acciones |
| Columbus Macro, LLC | $8 263 258 | 610 736 | 1,93% | Acciones |
| ENVESTNET ASSET MANAGEMENT INC | $8 239 269 | 608 963 | 1,92% | Acciones |
| Cetera Investment Advisers | $7 989 397 | 590 495 | 1,87% | Acciones |
| KENNEDY CAPITAL MANAGEMENT LLC | $5 209 036 | 384 999 | 1,22% | Acciones |
| Sage Mountain Advisors LLC | $4 779 797 | 353 274 | 1,12% | Acciones |
| AMERICAN FINANCIAL GROUP INC | $3 841 208 | 283 903 | 0,90% | Acciones |
| HB Wealth Management, LLC | $3 790 966 | 280 189 | 0,89% | Acciones |
| RENAISSANCE TECHNOLOGIES LLC | $3 393 716 | 250 829 | 0,79% | Acciones |
| WELLS FARGO & COMPANY/MN | $3 235 586 | 239 142 | 0,76% | Acciones |
| BlackRock, Inc. | $3 191 335 | 235 871 | 0,75% | Acciones |
| AG Asset Advisory, LLC | $2 750 649 | 203 300 | 0,64% | Acciones |
| Corient Private Wealth LP | $2 487 857 | 183 877 | 0,58% | Acciones |
| Activest Wealth Management | $2 017 829 | 149 137 | 0,47% | Acciones |
| Centric Wealth Management | $1 997 354 | 131 578 | 0,47% | Acciones |
| CITADEL ADVISORS LLC | $1 753 894 | 129 630 | 0,41% | Acciones |
| BANK OF AMERICA CORP /DE/ | $1 685 651 | 124 586 | 0,39% | Acciones |
| DBA TRADING, LLC | $1 673 813 | 121 998 | 0,39% | Acciones |
| MILLENNIUM MANAGEMENT LLC | $1 410 164 | 104 225 | 0,33% | Acciones |
| Callodine Capital Management, LP | $1 371 604 | 101 375 | 0,32% | Acciones |
| Adams Asset Advisors, LLC | $1 368 735 | 101 163 | 0,32% | Acciones |
| STATE STREET CORP | $1 363 985 | 97 936 | 0,32% | Acciones |
| Cresset Asset Management, LLC | $1 325 244 | 95 136 | 0,31% | Acciones |
| STIFEL FINANCIAL CORP | $1 125 507 | 83 186 | 0,26% | Acciones |
| Inscription Capital, LLC | $1 097 716 | 81 132 | 0,26% | Acciones |
| Closed-End Fund Advisors, Inc. | $1 062 119 | 78 501 | 0,25% | Acciones |
| COMMONWEALTH EQUITY SERVICES, LLC | $1 017 360 | 75 193 | 0,24% | Acciones |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | $965 839 | 76 898 | 0,23% | Acciones |
| ROYAL BANK OF CANADA | $950 000 | 70 209 | 0,22% | Acciones |
| Cerity Partners LLC | $917 615 | 67 820 | 0,21% | Acciones |
| BROWN ADVISORY INC | $873 971 | 64 595 | 0,20% | Acciones |
| Legacy Wealth Advisors, LLC | $799 475 | 59 089 | 0,19% | Acciones |
| Accredited Investors Inc. | $688 650 | 50 898 | 0,16% | Acciones |
| OSAIC HOLDINGS, INC. | $604 466 | 44 676 | 0,14% | Acciones |
| Quantinno Capital Management LP | $593 101 | 43 836 | 0,14% | Acciones |
| Kovack Advisors, Inc. | $567 203 | 41 922 | 0,13% | Acciones |
| Belpointe Asset Management LLC | $562 983 | 41 610 | 0,13% | Acciones |
| UMB Bank, n.a. | $502 842 | 37 165 | 0,12% | Acciones |
| XTX Topco Ltd | $498 675 | 36 857 | 0,12% | Acciones |
| Dynamic Technology Lab Private Ltd | $458 000 | 33 872 | 0,11% | Acciones |
| RAYMOND JAMES FINANCIAL INC | $428 089 | 31 640 | 0,10% | Acciones |
Informantes de la empresa 16 insiders · 7 directivos · 8 consejeros
| Insider | Rol | Última actividad | Acciones en propiedad | Compras 12m | Ventas 12m | Neto 12m |
|---|---|---|---|---|---|---|
| James C Baker | Chief Executive Officer | 15 de abril de 2024 P | 31 129 | 0 | 0 | $0 |
| Terry A Hart | CFO and Treasurer | 15 de abril de 2024 P | 19 052 | 0 | 0 | $0 |
| Frank P Karl | Senior Vice President | 15 de abril de 2024 P | 6 379 | 0 | 0 | $0 |
| Quinn Terry | Vice Chairman | 15 de abril de 2024 P | 22 325 | 0 | 0 | $0 |
| Leonard Ken | Co-Chief Investment Officer | 15 de abril de 2024 P | 67 757 | 0 | 0 | $0 |
| Goodwillie Doug | Co-Chief Investment Officer | 15 de abril de 2024 P | 18 255 | 0 | 0 | $0 |
| Michael J O'Neil | CCO & Secretary | 15 de abril de 2024 P | 4 568 | 0 | 0 | $0 |
| James L Robo | Consejero | 28 de septiembre de 2026 P | 766 716 | 8 | 0 | $12 611 152 |
| George E Marucci JR | Consejero | 6 de marzo de 2026 P | 10 000 | 2 | 0 | $137 620 |
| Rhonda Scott Smith | Consejero | 29 de septiembre de 2025 P | 1 615 | 0 | 0 | $0 |
| Albert Rabil | Consejero | 28 de mayo de 2025 S | 0 | 0 | 2 | $-2 608 943 |
| Susan C Schnabel | Consejero | 5 de marzo de 2025 P | 13 121 | 0 | 0 | $0 |
| Mariel A Joliet | Consejero | 19 de julio de 2024 P | 13 000 | 0 | 0 | $0 |
| Michael J Levitt | Consejero | 1 de octubre de 2021 S | 18 362 | 0 | 0 | $0 |
| KAYNE ANDERSON CAPITAL ADVISORS LP | · | 22 de mayo de 2024 P | 957 217 | 0 | 0 | $0 |
| KA Credit Advisors, LLC | · | 30 de septiembre de 2023 S | 0 | 0 | 0 | $0 |
Informantes de las presentaciones SEC Form 3/4/5; neto = solo P/S de mercado abierto
Propiedad de ETFs Mantenido por 1 ETF
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 |
|---|---|---|---|---|
| PKW · Invesco Exchange-Traded Fund Trust | 0,02% | 20 753 | 29 de septiembre de 2026 | Diario |
KBDC Consenso de analistas Opiniones de analistas alcistas y bajistas, precio objetivo a 12 meses, potencial alcista
calificación · 11 analistas
COMPRA
Objetivo mediano
$15.00
+18,4%
3 27,3%
Compra fuerte
5 45,5%
Compra
3 27,3%
Mantener
0 0,0%
Venta
0 0,0%
Venta fuerte
Precio objetivo a 12 meses
5 analistas · 2026-09-30Objetivo medio $14.50 +14,4%
← Por Debajo de Todos los Objetivos
Precio Actual $12.67
Mín$13.50
Media$14.50
Máx$15.00
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 |
|---|---|---|---|---|---|---|
| KBDC | $974M | 8.6 | · | · | 8.3% | · |
| OCSL | $1.15B | 33.5 | · | · | 2.3% | · |
| GSBD | $1.04B | 9.0 | · | · | 8.1% | · |
| 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% | · |
| FDUS | $733M | 9.3 | · | · | 11.5% | · |
| CGBD | $897M | 12.4 | · | · | 5.9% | · |
| BCSF | $902M | 9.1 | · | · | 8.8% | · |
| MFIC | $1.05B | · | · | · | 4.7% | · |
| BLK | $165.98B | 30.3 | 18.7% | 22.9% | 10.7% | · |
Mis Métricas Tu lista de seguimiento personal — filas seleccionadas de Fundamentales Completos
Seleccione las métricas que le importan: haga clic en el + junto a cualquier fila en Fundamentales completos arriba.
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Fuente: SEC 10-Q presentada el Ago 10, 2026