Nuveen Churchill Direct Lending

NCDL

Market cap $720M

The December Dividend Power list identifies 35 high-yield stocks, with 14 offering 'safer' dividends backed by free cash flow yields exceeding dividend yields. Top actionable picks include Annaly Capital, Barings BDC, Noah Holdings, Blue Owl Capital, and SLR Investment, all meeting the dogcatcher ideal for safety and value. Analyst projections estimate average net gains of 38.75% for the top ten Dividend Power stocks by December 2026, with risk profiles generally below market average.

Small-cap stocks have finally started to wake up lately, which could be a bullish sign as we head into 2026. Let's remember that a smaller market capitalization does not necessarily mean a diminutive dividend—today we'll discuss four small caps that yield between 7.1% and 13.3%.

Nuveen Churchill Direct Lending Corp. ( NCDL ) Q3 2025 Earnings Call November 4, 2025 1:00 PM EST Company Participants Robert Paun - MD & Head of Investor Relations, Retail & Wealth Kenneth Kencel - CEO, President & Chairman Shaul Vichness - CFO & Treasurer Conference Call Participants Brian Mckenna - Citizens JMP Securities, LLC, Research Division Finian O'Shea - Wells Fargo Securities, LLC, Research Division Cory Johnson - UBS Investment Bank, Research Division Arren Cyganovich - Truist Securities, Inc., Research Division Presentation Operator Welcome to Nuveen Churchill Direct Lending Corp's Third Quarter 2025 Earnings Call. [Operator Instructions] As a reminder, this conference call is being recorded for replay purposes.

Nuveen Churchill Direct Lending Corp. (NCDL) came out with quarterly earnings of $0.43 per share, missing the Zacks Consensus Estimate of $0.46 per share. This compares to earnings of $0.58 per share a year ago.

BDCs have been clearly out of favor this year. Yet, there are some clear pockets of opportunity, which have started to showcase a nice momentum - just as I outlined in my recent BDC strategic piece. It does not mean, however, that all deep-discount BDCs will recover.

NEW YORK--(BUSINESS WIRE)--Nuveen Churchill Direct Lending Corp. (NYSE: NCDL) (“NCDL” or the “Company”), a business development company externally managed by its investment adviser, Churchill DLC Advisor LLC (the “Adviser”), and by its sub-adviser, Churchill Asset Management LLC (“Churchill”), today reported financial results for the quarter ended September 30, 2025. Financial Highlights for the Quarter Ended September 30, 2025 Net investment income of $0.43 per share Net realized and unrealize.

Thirteen of 35 October Dividend Power Dogs are recommended for their "safer" dividends, with free cash-flow yields exceeding dividend yields, making them ideal buys. The Dividend Power strategy focuses on high earnings yield and high dividend yield, creating a resilient portfolio for both downturns and bull markets. Analysts project significant gains for the top ten DiviPower stocks by October 2026, with potential net gains ranging from 36% to 190.33%.

Nuveen Churchill Direct Lending stands out as an overlooked BDC with strong fundamentals and attractive valuation, making it a compelling buy. NCDL's credit quality remains solid, with low non-accruals and a stable risk rating, outperforming many peers amid economic uncertainty. The balance sheet is robust, featuring investment-grade status, ample liquidity, and no debt maturities until 2029, providing flexibility for future growth.

NEW YORK--(BUSINESS WIRE)--Nuveen Churchill Direct Lending Corp. (NYSE: NCDL) (“NCDL” or “the Company”), today announced it will report its financial results for the third quarter ended September 30, 2025, on Tuesday, November 4, 2025, before the market opens. The Company will host an earnings conference call and public webcast at 1:00 PM Eastern Time the same day to discuss its financial results. All interested parties may participate in the conference call by dialing (866)-605-1826 approximat.

Nuveen Churchill Direct Lending Corp. trades at a z-score of around "-3", far below its 8.63% historical average. NCDL offers an expected return on NAV of above 10%, compared to its bond yield of 5.7%, making the stock attractive. NCDL boasts strong fundamentals: low non-accrual loans, high asset security, and a disciplined investment strategy.