Loading…
Loading…
We take a look at the action in business development companies through the second week of July and highlight some of the key themes we are watching. Business Development Companies (BDCs) showed resilience, bouncing from recent lows and signaling a strong Q2, with sector returns estimated at +3% to 4% valuation-adjusted. Market fears over the 'SaaSpocalypse' are moderating, with investors recognizing the durable moats of incumbent software firms, especially those managing critical systems of record.
Allspring Global Investments Holdings LLC reduced its position in shares of Belden Inc (NYSE: BDC) by 11.3% in the undefined quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 784,931 shares of the industrial products company's stock after selling 99,866 shares during the
ST. LOUIS--(BUSINESS WIRE)--Belden Inc. (NYSE: BDC), a leading global provider of complete connection solutions, is proud to announce the company has been Great Place To Work® Certified™ for the fourth year in a row. The prestigious award is based entirely on what current employees say about their experience working at Belden. This year, 87% of employees said it is a great place to work. Great Place To Work is the global authority on workplace culture, employee experience, and the leadership be.
Belden Inc. is rated Buy at $172/share, driven by the RUCKUS acquisition and its unified IT/OT network platform strategy. RUCKUS expands Belden's global customer base and enables cross-selling with minimal overlap, supporting Industry 4.0 and physical AI deployment. RUCKUS is expected to be margin-accretive, targeting a 60% gross margin and a 20% aEBITDA margin, with management guiding a $710M revenue forecast for eFY26.
Barings BDC Inc. offers compelling relative value, trading at a 0.76x P/NAV despite structural advantages over peers. BBDC's lower SaaS exposure (~13% vs. sector +20%), below-average non-accruals (2.0% vs. sector 4.1%), and competitive fee structure support a premium valuation. A 17% price appreciation to a 0.89x P/NAV, in line with GBDC, appears realistic alongside a 10%+ dividend yield.
MISSION WOODS, Kan.--(BUSINESS WIRE)--Palmer Square Capital BDC Inc. (NYSE: PSBD) ("Palmer Square" or the "Company"), an externally managed business development company, today announced that it will release its financial results for the second quarter ended June 30, 2026, before the market opens on Wednesday, August 5, 2026. Palmer Square will host a conference call at 1:00 pm ET that day to review its financial performance and conduct a question-and-answer session. To participate in the earnin.
Belden Inc. (NYSE: BDC), a leading global provider of complete connection solutions, is proud to announce apartnership betweenits connected brand, CloudRail, a
ST. LOUIS--(BUSINESS WIRE)--Belden Inc. (NYSE: BDC), a leading global provider of complete connection solutions, is proud to announce a partnership between its connected brand, CloudRail, and Tulip, a provider of frontline operations platforms for manufacturing. Together, Belden and Tulip are helping life sciences and consumer packaged goods (CPG) manufacturers accelerate brownfield digitization by connecting legacy equipment to modern frontline operations applications without disrupting produc.
Full call transcripts — prepared remarks + analyst Q&A — with speaker-by-speaker formatting and one-click switching across every quarter on file.
Click below to see what's inside, then upgrade to read every transcript for BDC and 80,000+ other tickers.
Transcripts source: company-published earnings calls. Speaker attribution and formatting are processed in-app.