Carlyle Secured Lending I... (CGBD)

Carlyle Secured Lending shows improved portfolio quality, defensive positioning, and merger synergies, but macro uncertainty clouds the near-term outlook. Despite attractive valuation and 11.4% yield,...

We take a look at the action in business development companies through the third week of August and highlight some of the key themes we are watching. BDCs remain attractive due to sector-wide valuatio...

Carlyle Secured Lending Inc. (NASDAQ:CGBD ) Q2 2025 Earnings Conference Call August 6, 2025 11:00 AM ET Company Participants Justin V. Plouffe - CEO, President & Interested Director Nishil Mehta - MD ...

Carlyle Secured Lending, Inc. (CGBD) came out with quarterly earnings of $0.39 per share, in line with the Zacks Consensus Estimate . This compares to earnings of $0.51 per share a year ago.

Carlyle Secured Lending (CGBD) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

Carlyle Secured Lending's portfolio quality deteriorated in 1Q25, with non-accruals rising and net investment income dropping 25% year-over-year. The dividend payout ratio hit 100% (112.5% including s...

Key Points The bank consolidations caused by the 2008 subprime mortgage banking meltdown wound up favoring large corporations for ongoing business at the expense of smaller ones. The Business Developm...

BDCs face a number of misconceptions in the commentariat having to do with earnings, dividend coverage, and more. Short-term rates are still attractive, BDC valuations are reasonable, and portfolio qu...

Despite recent financial declines, I remain bullish on CGBD due to its significant discount to NAV and attractive entry point. The closed merger should provide size, scale, and accretive benefits in u...

CGBD features an 11.5% yield and trades at a 16% discount to NAV. The recent merger with CSL III increased portfolio size, improved first-lien allocation, and eliminated preferred stock dilution overh...