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Every so often, the market hands investors high-yielding opportunities on a platter after throwing out the baby with the bathwater. I detail why I think there are certain BDCs that this applies to right now. I discuss the specifics of what I am looking for as well as some of my top picks of the moment.
We believe Bentley Systems is attractive due to its strong free cash flow, high customer retention, and durable competitive advantages trading at a discount to our estimates of its long-term intrinsic value. We believe U.S. Physical Therapy may benefit from an aging population, increasing demand for outpatient rehabilitation services, and continued market consolidation. We exited the Essential Utilities position as the share price appreciated reducing the stock's potential upside and made its risk/reward profile less compelling redeploying the capital into what we view as higher conviction opportunities.
Invesco Mortgage Capital (IVR), MFA Financial (MFA), and five others lead the October Dividend Power list with high yields and 'safer' dividends backed by free cash flow. Top ten Dividend Power stocks are projected to deliver average net gains of 86.23% by October 2027, with analyst targets indicating significant upside potential. Dividend Power strategy focuses on high earnings yield and top dividend yield, favoring underpriced, high-yielding 'underdog' stocks for contrarian, income-focused investors.
SLR Investment Corp. (NASDAQ: SLRC - Get Free Report)'s stock price hit a new 52-week low on Monday. The stock traded as low as $11.46 and last traded at $11.4530, with a volume of 255064 shares changing hands. The stock had previously closed at $11.55. Wall Street Analyst Weigh In Several brokerages have issued reports on
NEW YORK, Oct. 01, 2026 (GLOBE NEWSWIRE) -- SLR Investment Corp. (the “Company”) (NASDAQ: SLRC) today announced that it will release its financial results for the quarter ended September 30, 2026 on Tuesday, November 3, 2026 after the close of the financial markets. The Company will host an earnings conference call and audio webcast at 10:00 a.m.
Shares of SLR Investment Corp. (NASDAQ: SLRC - Get Free Report) reached a new 52-week low during trading on Thursday. The stock traded as low as $11.97 and last traded at $12.03, with a volume of 431551 shares traded. The stock had previously closed at $12.07. Analyst Upgrades and Downgrades A number of brokerages have
SLR Investment remains a hold as earnings stagnate and NAV trends lower, despite a 9.4% dividend yield supported by current income. SLRC trades at a 27% discount to NAV, deeper than its historical average, reflecting persistent NAV declines and muted portfolio growth. Net investment income per share held steady at $0.33, but portfolio activity remains insufficient to drive meaningful earnings growth or NAV stabilization.
SLR Investment Corp. (SLRC) Q2 2026 Earnings Call Transcript