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Stock impact report

Goldman Sachs BDC: Excessive NAV Discount [Seeking Alpha]

Goldman Sachs BDC, Inc. (GSBD) 
Last goldman sachs bdc, inc. earnings: 2/20 05:32 pm Check Earnings Report
US:NYSE Investor Relations: goldmansachsbdc.com
Company Research Source: Seeking Alpha
GSBD's non-accrual percentage has improved in the last year, but the BDC's portfolio quality and coverage ratio lag peers like ARCC and BXSL. Shares trade at an excessive discount to net asset value, reflecting ongoing net investment income pressure and portfolio contraction risks. I maintain a buy rating on GSBD as the BDC already changed its dividend policy earlier this year. Goldman Sachs BDC is likely to eliminate its special dividends in 2026, but the investment firm still has an attractive forward dividend yield of 13.1%. ryasick/E+ via Getty Images Shares of Goldman Sachs BDC ( GSBD ) have revalued steadily lower since August, highlighting growing fears about falling federal fund rates (posing a threat to net investment income) as well as the BDC's dividend coverage. Goldman Sachs BDC is seeing a falling portfolio value This article was written by Analyst's Disclosure: I/we have a beneficial long position in the shares of ARCC, BXSL, OBDC, FSK, GSBD either throug Show less Read more
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