PSBD Palmer Square Capital BDC Inc. Common Stock
NYSE · Financial Services · Ver en SEC EDGAR ↗ cerrar Oct 2, 2026 10-K/10-Q Ago 5, 2026
$9,77
· % del rango de 52 semanas
· por encima del mínimo
· a alto
$9,34mínimo 52 semanas
$13,11máximo 52 semanas
Capitalización Bursátil (MRQ)
$300M
P/E
5.9
BPA
$1.66
tus insignias
Rango 52S
$9–$13
Calificación del Analista
HOLD
Precio Objetivo
$11
P/E
5.9
ROE
-0.65%
Margen de Beneficio Neto
·
Tu barra de insignias está vacía — fija una métrica en cualquier lugar de esta página.
PSBD Instantánea de la Acción Precio, capitalización bursátil, P/E, BPA, ROE, deuda/capital, rango de 52 semanas
Precio
$9.77
Capitalización Bursátil (MRQ)
$300M
P/E
5.9
BPA
$1.66
ROE
-0.65%
Deuda/Capital (MRQ)
0.7
Rango 52S
$9–$13
PSBD 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$1.662021-12-31 → 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 | PSBD | promedio 5A | Mediana de Pares | Veredicto |
|---|---|---|---|---|---|
| P/E | 5.9 | · | 7.9 | Infravalorado | |
| P/C (MRQ) | 0.7 | · | 0.6 | Sobrevalorado | |
| Price / Cash Flow (Precio / Flujo de Caja) | 1.9 | · | 5.2 | Infravalorado | |
| Price / Tangible Book (Precio / Valor Contable Tangible) | 0.7 | · | · | · |
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 | PSBD | promedio 5A | Mediana de Pares | Veredicto |
|---|---|---|---|---|---|
| ROA | -0.24%promedio 5A ≈1.7% | ≈1.7% | 0.94% | Por debajo del promedio | |
| ROE | -0.65%promedio 5A ≈2.9% | ≈2.9% | 2.1% | Por debajo del promedio |
Salud financiera Deuda, liquidez, solvencia — solidez del balance general
| Métrica | Tendencia a 5 años | PSBD | promedio 5A | Mediana de Pares | Veredicto |
|---|---|---|---|---|---|
| Deuda / Patrimonio (MRQ) | 0.7 | · | · | · |
Crecimiento Crecimiento de ingresos, BPA y beneficio neto: interanual, CAGR a 3 años, CAGR a 5 años
| Métrica | Tendencia a 5 años | PSBD | promedio 5A | Mediana de Pares | Veredicto |
|---|---|---|---|---|---|
| EPS YoY (EPS interanual) | -14.0%promedio 5A ≈4.9% | ≈4.9% | · | · | |
| Net Income YoY (Beneficio Neto interanual) | -55.8% | · | · | · | |
| EPS CAGR 3Y (CAGR BPA 3A) | -2.3% | · | · | · | |
| Net Income CAGR 3Y (CAGR Beneficio Neto 3A) | 35.7% | · | · | · |
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≈$1.52
| Fecha ex-dividendo | Monto | Moneda | Rendimiento |
|---|---|---|---|
| Sep 25, 2026 | $0,38 | USD | ≈16.0% |
| Jun 26, 2026 | $0,39 | USD | ≈15.0% |
| Mar 27, 2026 | $0,37 | USD | ≈16.6% |
| Dic 29, 2025 | $0,43 | USD | ≈13.9% |
| Sep 26, 2025 | $0,42 | USD | ≈14.1% |
| Jun 27, 2025 | $0,42 | USD | ≈12.6% |
| Mar 28, 2025 | $0,39 | USD | ≈12.9% |
| Dic 27, 2024 | $0,48 | USD | ≈12.3% |
| Sep 27, 2024 | $0,47 | USD | ≈8.9% |
| Jun 28, 2024 | $0,47 | USD | ≈5.9% |
| Mar 27, 2024 | $0,49 | USD | ≈3.0% |
Historial de Ganancias EPS real vs estimado, sorpresa %, tasa de aciertos, próxima fecha de resultados
Sorpresa Media
-137.4%
Próximo informe
Nov 03, 2026
| Período | Informe | EPS Actual | EPS est. | Sorpresa |
|---|---|---|---|---|
| 30 de junio de 2026 | Ago 4, 2026 | $0.27 | $0.62 | -56.2% |
| 31 de marzo de 2026 | May 13, 2026 | $-1.19 | $0.51 | -332.6% |
| 31 de diciembre de 2025 | $-0.16 | $0.42 | -137.9% | |
| 30 de septiembre de 2025 | $0.10 | $0.44 | -77.3% | |
| 30 de junio de 2025 | $0.22 | $0.38 | -42.0% | |
| 31 de marzo de 2025 | $-0.26 | $0.33 | -178.7% |
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 |
|---|---|---|---|---|---|---|
| SG&A Expense | · | · | · | $2M | $2M | |
| Operating Expenses | $71M | $81M | $55M | $34M | $18M | |
| Operating Income | · | · | · | $-33M | $-17M | |
| Interest Expense | · | · | $44M | $23M | $9M | |
| Net Income | $-3M | $48M | $108M | $-74M | $19M | |
| EPS (Basic) | $1.66 | $1.93 | $2.26 | $1.78 | $1.47 | |
| EPS (Diluted) | $1.66 | $1.93 | $2.26 | $1.78 | $1.47 | |
| Shares (Basic) | 32,133,879 | 32,353,615 | 25,700,603 | 23,130,666 | 15,494,614 | |
| Shares (Diluted) | 32,133,879 | 32,353,615 | 25,700,603 | 23,130,666 | 15,494,614 | |
| EBITDA | · | · | · | $-33M | · |
Balance general
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|---|
| Cash & Equivalents | $3M | $3M | $2M | $2M | $1M | |
| Total Assets | $1.22B | $1.43B | $1.12B | $1.06B | $1.22B | |
| Short-term Debt | $302M | $303M | $0 | · | · | |
| Total Liabilities | $755M | $893M | $660M | $694M | $764M | |
| Total Debt | $302M | $303M | · | · | · | |
| Common Stock | $31.3K | $32.6K | $27.1K | $24.3K | $22.6K | |
| Paid-in Capital | · | · | · | $474M | $445M | |
| Retained Earnings | $-130M | $-73M | $-59M | $-111M | $8M | |
| Stockholders' Equity | $464M | $538M | $462M | $363M | $453M | |
| Liabilities + Equity | $1.22B | $1.43B | $1.12B | $1.06B | $1.22B | |
| Shares Outstanding | 31,260,963 | 32,600,193 | 27,102,794 | 24,286,628 | 22,750,331 |
Flujo de Efectivo
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|---|
| Operating Cash Flow | $161M | $-201M | $20M | $25M | $-438M | |
| Stock Issued | $0 | $90M | $18M | $5M | $189M | |
| Stock Repurchased | $18M | $1M | $0 | $0 | · | |
| Net Stock Activity | $-18M | $88M | $18M | $5M | · | |
| Financing Cash Flow | $-160M | $201M | $-19M | $-25M | $438M | |
| Net Change in Cash | · | · | · | $557.3K | $410.9K |
Rentabilidad
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|---|
| ROA | -0.24% | 3.8% | 9.9% | -6.6% | · | |
| ROE | -0.65% | 8.8% | 23.7% | -20.2% | · |
Liquidez y Solvencia
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|---|
| Debt / Equity | 0.7 | 0.6 | · | · | · |
Por Acción
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|---|
| Book Value / Share | $14.85 | $16.50 | $17.04 | $14.96 | · | |
| Cash Flow / Share | $5.00 | $-6.20 | $0.76 | $1.09 | · | |
| Cash / Share | $0.10 | $0.08 | $0.08 | $0.07 | · | |
| EPS (TTM) | $1.66 | $1.93 | $2.26 | $1.78 | $1.47 |
Tasas de Crecimiento
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|---|
| EPS YoY | -14.0% | -14.6% | 27.0% | 21.1% | · | |
| EPS CAGR 3Y | -2.3% | 9.5% | · | · | · | |
| Net Income YoY | · | -55.8% | · | · | · | |
| Net Income CAGR 3Y | · | 35.7% | · | · | · |
Valoración (TTM)
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|---|
| Net Income TTM | $-3M | $48M | $108M | $-74M | $19M | |
| Market Cap | $381M | $496M | · | · | · | |
| Enterprise Value | $680M | $795M | · | · | · | |
| P/E | 7.3 | 7.9 | · | · | · | |
| P/B | 0.8 | 0.9 | · | · | · | |
| P / Tangible Book | 0.8 | 0.9 | · | · | · | |
| P / Cash Flow | 2.4 | -2.5 | · | · | · | |
| Earnings Yield | 13.6% | 12.7% | · | · | · |
Estado de resultados
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q3 2023 | Q2 2023 | Q1 2023 | Q3 2022 | Q4 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| SG&A Expense | · | · | · | · | · | · | · | · | · | · | $350.6K | $367.0K | · | $437.7K | |
| Operating Expenses | $15M | $15M | $18M | $18M | $18M | $20M | $22M | $21M | $19M | $14M | $13M | $13M | $10M | $7M | |
| Operating Income | · | · | · | · | · | · | · | · | · | · | $-13M | $-13M | $-10M | $-7M | |
| Interest Expense | · | · | · | · | · | · | · | · | $13M | $12M | · | $10M | $7M | · | |
| Interest Income | · | · | $32M | $32M | $31M | $35M | $37M | $37M | $35M | $29M | $27M | $26M | $20M | $16M | |
| Net Income | $8M | $-37M | $3M | $7M | $-8M | $12M | $8M | $5M | $23M | $34M | $24M | $28M | $-7M | $-65M | |
| EPS (Basic) | · | · | $0.43 | $0.43 | $0.40 | $0.45 | $0.48 | $0.48 | $0.52 | $0.57 | $0.56 | $0.55 | $-0.29 | $-2.85 | |
| EPS (Diluted) | · | · | $0.43 | $0.43 | $0.40 | $0.45 | $0.48 | $0.48 | $0.52 | $0.57 | $0.56 | $0.55 | $-0.29 | $-2.85 | |
| Shares (Basic) | 31,001,278 | 31,187,746 | 32,084,902 | 32,349,999 | 32,602,053 | · | 32,613,897 | 32,569,280 | 31,594,552 | 26,016,761 | 25,453,970 | 24,591,581 | 23,214,683 | 22,932,390 | |
| Shares (Diluted) | 31,001,278 | 31,187,746 | 32,084,902 | 32,349,999 | 32,602,053 | · | 32,613,897 | 32,569,280 | 31,594,552 | 26,016,761 | 25,453,970 | 24,591,581 | 23,214,683 | 22,932,390 | |
| EBITDA | · | · | · | · | · | · | · | · | · | · | $-13M | $-13M | $-10M | · |
Balance general
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q3 2023 | Q2 2023 | Q1 2023 | Q3 2022 | Q4 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $2M | $1M | $4M | $16M | $3M | $3M | $2M | $15M | $8M | $3M | $7M | $6M | $4M | · | |
| Total Assets | $1.13B | $1.17B | $1.28B | $1.31B | $1.36B | $1.43B | $1.41B | $1.46B | $1.41B | $1.12B | $1.08B | $1.06B | $1.02B | · | |
| Short-term Debt | $302M | $302M | $302M | $302M | $302M | $303M | $306M | $301M | · | · | · | · | · | · | |
| Total Liabilities | $726M | $752M | $791M | $810M | $847M | $893M | $872M | $910M | $854M | $678M | $655M | $658M | $646M | · | |
| Total Debt | · | $302M | $302M | $302M | $302M | · | $306M | $301M | · | · | · | · | · | · | |
| Common Stock | $30.7K | $31.1K | $31.9K | $32.2K | $32.5K | $32.6K | $32.6K | $32.6K | $32.6K | $26.7K | $25.8K | $25.0K | $23.4K | · | |
| Paid-in Capital | · | · | · | · | · | · | · | · | · | $513M | $498M | $485M | $460M | · | |
| Retained Earnings | $-182M | $-178M | $-111M | $-101M | $-94M | $-73M | $-70M | $-62M | $-52M | $-66M | · | · | $-86M | · | |
| Stockholders' Equity | $406M | $414M | $490M | $505M | $516M | $538M | $542M | $549M | $559M | $447M | $427M | $403M | $374M | · | |
| Liabilities + Equity | $1.13B | $1.17B | $1.28B | $1.31B | $1.36B | $1.43B | $1.41B | $1.46B | $1.41B | $1.12B | $1.08B | $1.06B | $1.02B | · | |
| Shares Outstanding | 30,743,081 | 31,120,814 | 31,875,902 | 32,218,966 | 32,534,040 | 32,600,193 | 32,623,502 | 32,567,405 | 32,552,794 | 26,665,813 | 25,772,963 | 24,975,302 | 23,373,787 | · |
Flujo de Efectivo
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q3 2023 | Q2 2023 | Q1 2023 | Q3 2022 | Q4 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Operating Cash Flow | $21M | $29M | $18M | $41M | $46M | $34M | $4M | $-513.5K | $-238M | $-2M | $-10M | $28M | $41M | $-6M | |
| Stock Issued | · | · | $0 | $0 | $0 | $0 | $0 | $0 | $90M | $350.0K | $6M | $11M | $0 | $1 | |
| Stock Repurchased | $4M | $2M | $5M | $4M | $1M | $765.0K | $150.5K | $346.3K | $0 | · | · | · | · | · | |
| Net Stock Activity | · | $-2M | · | · | $-1M | · | · | · | $90M | · | · | $11M | · | · | |
| Financing Cash Flow | $-20M | $-31M | $-30M | $-27M | $-46M | $-33M | $-17M | $7M | $244M | $-1M | $10M | $-23M | $-37M | $1M | |
| Net Change in Cash | · | · | · | · | · | · | · | · | · | · | $494.4K | $5M | $4M | $-5M |
Rentabilidad
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q3 2023 | Q2 2023 | Q1 2023 | Q3 2022 | Q4 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ROA | · | -2.9% | 0.25% | 0.52% | -0.60% | · | 0.60% | 0.42% | 1.8% | 3.2% | 4.4% | 5.3% | · | · | |
| ROE | · | -8.0% | 0.65% | 1.4% | -1.6% | · | 1.5% | 1.1% | 4.8% | 8.2% | 11.2% | 14.0% | · | · |
Liquidez y Solvencia
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q3 2023 | Q2 2023 | Q1 2023 | Q3 2022 | Q4 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Debt / Equity | · | 0.7 | 0.6 | 0.6 | 0.6 | · | 0.6 | 0.5 | · | · | · | · | · | · | |
| Interest Coverage | · | · | · | · | · | · | · | · | · | · | · | · | -1.4 | · |
Por Acción
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q3 2023 | Q2 2023 | Q1 2023 | Q3 2022 | Q4 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Book Value / Share | · | $13.30 | $15.39 | $15.68 | $15.85 | · | $16.61 | $16.85 | $17.16 | $16.76 | $16.55 | $16.12 | $16.00 | · | |
| Cash Flow / Share | · | $0.93 | · | · | $1.42 | · | · | · | $-7.53 | · | · | $1.14 | · | · | |
| Cash / Share | · | $0.05 | $0.13 | $0.51 | $0.09 | · | $0.05 | $0.45 | $0.25 | $0.13 | $0.26 | $0.25 | $0.18 | · | |
| EPS (TTM) | $1.74 | $1.66 | $1.71 | $1.76 | $1.81 | · | $2.06 | $2.15 | $2.23 | $6.75 | $5.89 | $2.48 | $-2.94 | $-2.32 |
Valoración (TTM)
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q3 2023 | Q2 2023 | Q1 2023 | Q3 2022 | Q4 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Net Income TTM | $-18M | $-32M | $14M | $18M | $16M | · | $58M | $84M | $103M | $87M | $46M | $-43M | $-72M | · | |
| Market Cap | · | $304M | $391M | $450M | $433M | · | $532M | $526M | $530M | · | · | · | · | · | |
| Enterprise Value | · | $604M | $689M | $735M | $733M | · | $836M | $812M | · | · | · | · | · | · | |
| P/E | 6.0 | 5.9 | 7.2 | 7.9 | 7.4 | · | 7.9 | 7.5 | 7.3 | · | · | · | · | · | |
| P/B | · | 0.7 | 0.8 | 0.9 | 0.8 | · | 1.0 | 1.0 | 0.9 | · | · | · | · | · | |
| P / Tangible Book | 0.8 | 0.7 | 0.8 | 0.9 | 0.8 | · | 1.0 | 1.0 | 0.9 | · | · | · | · | · | |
| P / Cash Flow | · | 10.5 | · | · | 9.3 | · | · | · | -2.2 | · | · | · | · | · | |
| Earnings Yield | 16.7% | 17.0% | 13.9% | 12.6% | 13.6% | · | 12.6% | 13.3% | 13.7% | · | · | · | · | · |
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 | $-3M | $48M | $108M | $-74M | $19M |
| EPS Diluido | $1.66 | $1.93 | $2.26 | $1.78 | $1.47 |
| Métrica | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|
| Deuda / Patrimonio | 0.7 | 0.6 | · | · | · |
No hay datos para este estado
Aún no hay suficientes datos fundamentales para generar este estado.
Propietarios institucionales (13F) 43 declarantes · $167.8M 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
43
Valor en tenencia
$167.8M
Nuevas posiciones
7
Posiciones cerradas
10
Actividad institucional — Q2 2026 vs trimestre anterior
| Nuevas posiciones | Posiciones cerradas | Aumentado | Disminuido | Cambio neto de acciones |
|---|---|---|---|---|
| 7 (-2 vs trimestre anterior) | 10 (+2 vs trimestre anterior) | 17 (+5 vs trimestre anterior) | 7 (-6 vs trimestre anterior) | -892K |
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 |
|---|---|---|---|---|
| OV Management LLC | $38 867 277 | 3 730 065 | 23,17% | Acciones |
| 1248 Management, LLC | $34 448 238 | 3 186 701 | 20,53% | Acciones |
| Mariner, LLC | $32 927 231 | 3 160 003 | 19,63% | Acciones |
| First Trust Capital Management L.P. | $13 424 472 | 1 288 337 | 8,00% | Acciones |
| Pandi, LLC | $9 501 519 | 911 854 | 5,66% | Acciones |
| BANK OF AMERICA CORP /DE/ | $6 977 554 | 669 631 | 4,16% | Acciones |
| Arlington Partners LLC | $5 317 784 | 510 344 | 3,17% | Acciones |
| Bienville Capital Management, LLC | $4 621 786 | 425 379 | 2,76% | Acciones |
| Sunesis Advisors, LLC | $2 920 829 | 298 959 | 1,74% | Acciones |
| TWO SIGMA ADVISERS, LP | $2 359 984 | 193 600 | 1,41% | Acciones |
| TWO SIGMA INVESTMENTS, LP | $1 943 507 | 186 517 | 1,16% | Acciones |
| Opal Wealth Advisors, LLC | $1 659 281 | 159 240 | 0,99% | Acciones |
| DEBUSSY CAPITAL MANAGEMENT LP | $1 639 172 | 167 776 | 0,98% | Acciones |
| NewGen Asset Management Ltd | $1 610 296 | 154 539 | 0,96% | Acciones |
| Squarepoint Ops LLC | $1 361 936 | 130 704 | 0,81% | Acciones |
| Palliser Capital (UK) Ltd | $917 252 | 88 028 | 0,55% | Acciones |
| RENAISSANCE TECHNOLOGIES LLC | $782 542 | 75 100 | 0,47% | Acciones |
| Advisor OS, LLC | $664 382 | 63 761 | 0,40% | Acciones |
| BlackRock, Inc. | $608 340 | 58 382 | 0,36% | Acciones |
| Trexquant Investment LP | $600 546 | 57 634 | 0,36% | Acciones |
| XTX Topco Ltd | $589 897 | 56 612 | 0,35% | Acciones |
| CITADEL ADVISORS LLC | $541 444 | 51 962 | 0,32% | Acciones |
| NOTTINGHAM ADVISORS, INC. | $472 252 | 48 686 | 0,28% | Acciones |
| Clear Harbor Asset Management, LLC | $449 269 | 43 116 | 0,27% | Acciones |
| Waterfront Wealth Inc. | $447 075 | 43 154 | 0,27% | Acciones |
| JANE STREET GROUP, LLC | $310 350 | 29 784 | 0,18% | Acciones |
| UBS Group AG | $271 545 | 26 060 | 0,16% | Acciones |
| Creative Planning | $211 395 | 20 287 | 0,13% | Acciones |
| MORGAN STANLEY | $204 638 | 19 639 | 0,12% | Acciones |
| SMH CAPITAL ADVISORS INC | $202 638 | 19 447 | 0,12% | Acciones |
| Catalyst Capital Advisors LLC | $202 638 | 19 447 | 0,12% | Acciones |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | $172 887 | 17 481 | 0,10% | Acciones |
| ROYAL BANK OF CANADA | $136 000 | 13 016 | 0,08% | Acciones |
| Waverly Advisors, LLC | $132 213 | 12 688 | 0,08% | Acciones |
| Dorsey & Whitney Trust CO LLC | $108 910 | 10 452 | 0,06% | Acciones |
| HARBOUR INVESTMENTS, INC. | $72 940 | 7 000 | 0,04% | Acciones |
| Arlington Trust Co LLC | $54 163 | 5 198 | 0,03% | Acciones |
| BNP PARIBAS FINANCIAL MARKETS | $12 014 | 1 153 | 0,01% | Acciones |
| Global Retirement Partners, LLC | $10 781 | 1 035 | 0,01% | Acciones |
| JONES FINANCIAL COMPANIES LLLP | $364 | 34 | 0,00% | Acciones |
| HRT FINANCIAL LP | $297 | 28 565 | 0,00% | Acciones |
| Caitong International Asset Management Co., Ltd | $167 | 16 | 0,00% | Acciones |
| WELLS FARGO & COMPANY/MN | $10 | 1 | 0,00% | Acciones |
Activistas y propietarios del %+ 5 1 tenencia
Inversores que presentaron el Anexo 13D de la SEC — propiedad beneficiosa superior al % 5 con la intención de influir en el emisor (participaciones activistas, campañas de la junta directiva, M&A). Cada fila muestra el estado conocido más reciente de la posición de ese declarante.
| Declarante | Presentado | Participación | Estado | Propósito | Presentación |
|---|---|---|---|---|---|
| Excelsior Holdings D2 LLC ×2 presentaciones | 27 de junio de 2025 | 11,52% | Enmienda | · | 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.
Informantes de la empresa 6 insiders · 4 directivos · 2 consejeros
| Insider | Rol | Última actividad | Acciones en propiedad | Compras 12m | Ventas 12m | Neto 12m |
|---|---|---|---|---|---|---|
| Christopher Dale Long | CEO & President | 17 de enero de 2024 P | 98 005 | 0 | 0 | $0 |
| Jeffrey Doerr Fox | Chief Financial Officer | 17 de marzo de 2020 P | 7 839 | 0 | 0 | $0 |
| Matthew L Bloomfield | President | 21 de marzo de 2025 P | 59 678 | 0 | 0 | $0 |
| Angie Knighton Long | Chief Investment Officer | 17 de enero de 2024 P | 98 005 | 0 | 0 | $0 |
| Martin C Bicknell | Propietario del 10% | 7 de julio de 2026 P | 373 472 | 7 | 0 | $2 000 357 |
| Scott Andrew Betz | · | 17 de marzo de 2020 P | 3 920 | 0 | 0 | $0 |
Informantes de las presentaciones SEC Form 3/4/5; neto = solo P/S de mercado abierto
PSBD Consenso de analistas Opiniones de analistas alcistas y bajistas, precio objetivo a 12 meses, potencial alcista
calificación · 11 analistas
MANTENER
Objetivo mediano
$10.62
+8,8%
0 0,0%
Compra fuerte
0 0,0%
Compra
8 72,7%
Mantener
1 9,1%
Venta
2 18,2%
Venta fuerte
Precio objetivo a 12 meses
6 analistas · 2026-09-29Objetivo medio $10.79 +10,5%
Ahora
Precio Actual $9.77
Mín$9.50
Media$10.79
Máx$12.00
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 |
|---|---|---|---|---|---|---|
| PSBD | $381M | 7.3 | · | · | -0.65% | · |
| CION | $497M | · | · | · | -2.8% | · |
| TCPC | $463M | -5.2 | · | · | -13.3% | · |
| CCAP | $519M | 7.8 | · | · | 4.8% | · |
| HRZN | · | -107.5 | · | · | · | · |
| RWAY | · | · | · | · | · | · |
| SAR | · | · | · | · | · | · |
| LIEN | $236M | 7.1 | · | · | 11.0% | · |
| PNNT | · | · | · | · | · | · |
| SPMC | · | · | · | · | · | · |
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Fuente: SEC 10-Q presentada el Ago 5, 2026