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Stock impact report

PennantPark Floating Rate Capital: 15% Yield, 23% Discount, But A Clear No-Go [Seeking Alpha]

PennantPark Floating Rate Capital Ltd. (PFLT) 
Last pennantpark floating rate capital ltd. earnings: 2/5 04:05 pm Check Earnings Report
US:NASDAQ Investor Relations: pennantpark.com/our-funds/pflt
Company Research Source: Seeking Alpha
PFLT's P/NAV has fallen to 0.77x, and the dividend yield is ~15%, but these are supported by aggressive leverage and unconsolidated JVs. Q4 2025 core NII per share covered only 88% of the base dividend, with leverage at 1.57x—well above prudent sector norms. I avoid PFLT, favoring defensive BDCs, as current risks from leverage and market uncertainties outweigh the discounted valuation. esemelwe/iStock via Getty Images In December 2025, I decided to downgrade PennantPark Floating Rate Capital ( PFLT ) because of three reasons: Base dividend coverage was well below 100% (worse than for most other sector peers). Leverage was meaningfully above a This article was written by Analyst's Disclosure: I/we have a beneficial long position in the shares of KBDC either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relat Show less Read more
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