Blackstone Secured Lending: Underpriced 11% BDC Yield [Seeking Alpha]
Blackstone Secured Lending Fund (BXSL)
Company Research
Source: Seeking Alpha
BXSL boasts the lowest non-accrual percentage in the BDC sector and has a portfolio heavily weighted towards high-quality first lien loans, supporting dividend stability. Blackstone Secured Lending benefited from a rebound in the dividend coverage ratio in Q3'25 amid strong portfolio growth and new originations in the third-quarter. Shares now trade at a slight discount to NAV, with a fair value estimate of ~$29.16/share. The dividend remains well-supported by net investment income. While rate cuts pose a risk to NII, BXSL's strong fundamentals and improved coverage justify a strong buy rating. Richard Drury/DigitalVision via Getty Images Blackstone Secured Lending ( BXSL ) remains my favorite BDC investment pick for 2026, following the company's Q3 earnings score card, despite marginally missing consensus NII estimates. The investment firm saw a sequential improvement in This article was written by Analyst's Disclosure: I/we have a beneficial long position in the share
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BXSL
News
- Blackstone Secured Lending: Dividend Cut Unlikely In 2026 [Seeking Alpha]Seeking Alpha
- Blackstone Secured Lending's NAV, Valuation, And Dividend Versus 11 BDC Peers - Part 1 (Includes Recommendations As Of 11/28/2025) [Seeking Alpha]Seeking Alpha
- Blackstone Secured Lending Fund (NYSE:BXSL) had its price target lowered by analysts at Bank of America Corporation from $33.50 to $29.00. They now have a "buy" rating on the stock.MarketBeat
- Blackstone Secured Lending: Coverage Of Fat 11.3% Dividend Yield Expands [Seeking Alpha]Seeking Alpha
- Blackstone Secured Lending Is A Buy Once Again [Seeking Alpha]Seeking Alpha
BXSL
Sec Filings
- 11/10/25 - Form 8-K
- 11/10/25 - Form 10-Q
- 10/14/25 - Form 8-K
- BXSL's page on the SEC website