Neutral
Seeking Alpha
yesterday
Trinity Capital: Now On Sale, Yields 14% After The Price Dropped Due To Rate Cut Fears
Trinity Capital Inc. remains a Buy despite the recent BDC sector selloff, supported by strong fundamentals, consistent dividends, and record NAV growth. Trinity Capital reported Q2 2025 investment income up 27%, NII up 30%, and NAV up 36% year-over-year, with low non-accruals and robust portfolio diversification. Fears of lower interest rates are overblown for TRIN, as its funding costs would fall and portfolio structure limits negative NII impact, supporting future earnings.