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Stock impact report

Blackstone Secured Lending Fund Rates Hold After Peak Rates: Income Yes, Upside Limited [Seeking Alpha]

Blackstone Secured Lending Fund (BXSL) 
Company Research Source: Seeking Alpha
BXSL boasts strong credit metrics—minimal non-accruals and conservative 49-50% LTV—supporting a 12% yield and full dividend coverage. Despite stable NAV and robust credit, BXSL trades at an 8-10% discount to NAV due to limited NAV growth and earnings sensitivity to rate cuts. I rate BXSL a hold: income-focused investors benefit from yield, but muted total return and rate-driven downside cap upside. ChadaYui/iStock via Getty Images Introduction: Why BXSL Divides Investors Blackstone Secured Lending Fund ( BXSL ) is a publicly traded BDC (business development company) that originates and then holds first-lien, senior secured loans to mid-sized US companies. These companies are typically This article was written by Analyst's Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not recei Show less Read more
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