Barings BDC
BBDC

$9.87

0.92%

Market Cap: $1.04B

About: Barings BDC Inc operates as a closed-end, non-diversified investment company and has elected to be treated as a business development company. The company's investment objective is to generate current income by investing directly in privately held middle-market companies to help these companies fund acquisitions, growth, or refinancing. Barings employs fundamental credit analysis and targets investments in businesses with low levels of cyclicality and operating risk relative to other businesses in this market segment. The holding size of each position will generally be dependent upon a number of factors including total facility size, pricing and structure, and the number of other lenders in the facility.

Employees: 2

0

Funds holding %

of 6,710 funds

–

Analysts bullish %

Fund manager confidence

Based on 2024 Q2 SEC filings by fund managers ($100M+ AUM)

358% more call options, than puts

Call options by funds: $1.11M | Put options by funds: $242K

19% more repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 53

3.68% less ownership

Funds ownership: 44.81% [Q1] → 41.13% (-3.68%) [Q2]

5% less funds holding

Funds holding: 199 [Q1] → 189 (-10) [Q2]

5% less capital invested

Capital invested by funds: $450M [Q1] → $426M (-$24.2M) [Q2]

28% less first-time investments, than exits

New positions opened: 26 | Existing positions closed: 36

33% less funds holding in top 10

Funds holding in top 10: 3 [Q1] → 2 (-1) [Q2]

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Research analyst outlook

1 Wall Street Analyst provided 1 year price targets over the past 3 months

Low target

$9.50

4%

downside

Avg. target

$9.50

4%

downside

High target

$9.50

4%

downside

1 analyst rating

0 positive

0%

1 neutral

100%

0 negative

0%

Wells Fargo

Finian O'Shea

52% 1-year accuracy

13 / 25 met price target

4%downside

$9.50

Equal-Weight

Maintained

26 Jul 2024

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Financial journalist opinion

Based on 9 articles about BBDC published over the past 30 days

Zacks Investment Research

ETFs & Stocks With Yield of More Than 5% to Buy

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ETFs & Stocks With Yield of More Than 5% to Buy

5 Small Caps Yielding 9%-15%: Hidden Values Or Overlooked Trash?

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5 Small Caps Yielding 9%-15%: Hidden Values Or Overlooked Trash?

Barings BDC: Valuation Re-Rating Driven By Decent Performance

We take a look at the Q2 numbers from Barings BDC. The stock trades at a 12% discount to book and a 10.4% dividend yield. The company's portfolio quality remains fairly strong, with low non-accruals and modest net realized losses.

Barings BDC: Valuation Re-Rating Driven By Decent Performance

Barings BDC: Solid BDC But Lack Of NAV Growth Reduces Appeal

Barings BDC operates as a business development company that generates its earnings through a portfolio of debt investments. BBDC's portfolio is highly diversified, with 66% in first lien senior secured debt and 87% in floating rate investments. Despite solid net investment income and a strong dividend yield of 10.6%, BBDC's NAV growth has been lackluster, limiting future growth appeal.

Barings BDC: Solid BDC But Lack Of NAV Growth Reduces Appeal

Zacks Investment Research

Should Value Investors Buy Barings BDC (BBDC) Stock?

Here at Zacks, our focus is on the proven Zacks Rank system, which emphasizes earnings estimates and estimate revisions to find great stocks. Nevertheless, we are always paying attention to the latest value, growth, and momentum trends to underscore strong picks.

Should Value Investors Buy Barings BDC (BBDC) Stock?

Zacks Investment Research

3 SBIC & Commercial Finance Stocks to Watch Despite Industry Woes

Weak asset quality high rates and macroeconomic woes are likely to hurt Zacks SBIC & Commercial Finance industry players like Golub Capital (GBDC), Barings BDC (BBDC) and Crescent Capital (CCAP). Yet, a rise in financing demand across sectors is likely to aid.

3 SBIC & Commercial Finance Stocks to Watch Despite Industry Woes

24/7 Wall Street

Need $15,000 Extra Income? These Dividend Stocks May Be the Ticket

24/7 Wall Street Insights The current high interest environment has fueled the growth of the private credit market from $875 billion to over $1 trillion in a short time, with a projected $2.8 trillion market by 2027-28.

Need $15,000 Extra Income? These Dividend Stocks May Be the Ticket

Zacks Investment Research

Are Investors Undervaluing Barings BDC (BBDC) Right Now?

Here at Zacks, our focus is on the proven Zacks Rank system, which emphasizes earnings estimates and estimate revisions to find great stocks. Nevertheless, we are always paying attention to the latest value, growth, and momentum trends to underscore strong picks.

Are Investors Undervaluing Barings BDC (BBDC) Right Now?

BDC Weekly Review: Yield Myopia Ignores The Right Metrics

We take a look at the action in business development companies through the second week of August and highlight some of the key themes we are watching. BDCs underperformed with a total return of -2% due to poor quarterly results or dividend cuts. TriplePoint Venture Growth highlights the disconnect between dividend yield and total NAV return.

BDC Weekly Review: Yield Myopia Ignores The Right Metrics

Debunking 2 Common Myths About BDC Dividend Investing

Business Development Companies or BDCs offer great financial characteristics for high income seeking investors. Lately, there has been a lot of chatter around BDCs struggling and experiencing negative results due to the weakening economy and lower interest rates. While this could be true for selected BDCs, it is a myth that the entire BDC sector will experience such consequences in a systematic manner.

Debunking 2 Common Myths About BDC Dividend Investing

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