Kayne Anderson BDC, Inc. KBDC FINANCIAL
Company Overview
Kayne Anderson BDC, Inc. is business development company and an externally managed, closed-end, non-diversified management investment company that intends to elect to be regulated as a BDC under the 1940 Act. The fund seeks to make investments in middle-market companies. It also makes debt investments in middle-market companies and investing primarily in first lien senior secured, unitranche, and split-lien loans to privately held middle-market companies. The fund considers between 80% and 90% of its portfolio (including investments purchased with proceeds from borrowings) will be invested in first lien senior secured, unitranche and split-lien term loans. The remaining 10% to 20% of its portfolio will be invested in higher-yielding investments, including, but not limited to, second lien loans, last-out or subordinated loans, non-investment grade broadly syndicated leveraged loans, high-yield bonds, structured products (including CLO liabilities), real estate related debt securities, equity securities purchased in conjunction with debt investments and other opportunistic investments.
Why Investors Should Care
Net profit has compounded at 43.2% per year over the last five years.
Trades at a P/E of 12.1, below the sector median of 12.9.
Offers a dividend yield of 12.08%.
Recent Developments
- Trailing 12 Months Year-on-year growth — earnings -29.0%.
- 5-Year Trend Long-term compounding — profit CAGR 43.2%.
Growth & Price Performance
Compounded Profit Growth
| 5 Years: | 43.19% |
| 1 Year: | -28.98% |
Stock Price Performance
| 1 Year: | -2.35% |
| 6 Months: | +1.42% |
| 3 Months: | -6.48% |
| 1 Month: | -6.59% |
Highlights auto-generated from reported financials and price data; not investment advice. Verify with official filings before acting.
- Price vs 50-DMABelow
- Price vs 200-DMABelow
- RSI (14)39.09 · Neutral
P/E of 12.10 is below the sector median of 12.89 — relatively cheaper than peers.
Auto-generated from price history and fundamentals; not investment advice.
Price Chart
Technical Trend
Computed from daily close history using EMA cross, slope, and RSI signals.
Note: intraday data is not stored locally. “Hourly” uses the most recent 10 daily candles as a short-term proxy.
Fundamental Growth Charts
No fundamental data available for this stock.
Interactive charts for Revenue, Net Income, EBITDA, Free Cash Flow, EPS, ROE, ROCE, Gross/Net/Operating Margin and more — switch metric and period using the dropdowns above. CAGR is computed across the displayed window (quarterly CAGR is annualised). Visual growth charts make it easy to spot multi-year compounding trends at a glance — far faster than reading raw numbers in a table.
PROS
- Profit CAGR of 43.2% over 5 years.
- Attractive dividend yield of 12.08%.
CONS
- In a downtrend (50-DMA below 200-DMA).
* The pros and cons are auto-generated from financial metrics.
Valuation
Growth (CAGR)
Profitability & Returns
Balance Sheet & Liquidity
Ownership
Financial Snapshot
Peer comparison
Peer companies in the same sector (Financial Services).
| # | Name | CMP $ | P/E | Mkt Cap | Div Yld % | ROCE % | ROE % | Rev CAGR 5Y % | Profit CAGR 5Y % |
|---|---|---|---|---|---|---|---|---|---|
| 1 | KBDC Kayne Anderson BDC, Inc. FINANCIAL | 13.19 | 12.10 | $871.04M | 12.08% | - | 8.44% | - | 43.19% |
| 2 | JPM JPMorgan Chase & Co. SPXR3KFINANCIAL | 353.51 | 15.15 | $939.70B | 1.72% | - | 17.79% | 12.50% | 14.83% |
| 3 | BRK-B Berkshire Hathaway Inc. SPXFINANCIAL | 505.83 | 12.72 | $712.23B | 0.00% | - | 12.12% | 4.18% | 9.44% |
| 4 | V Visa Inc. SPXR3KFINANCIAL | 368.64 | 31.35 | $628.20B | 0.72% | 37.15% | 61.19% | 14.33% | 13.04% |
| 5 | MA Mastercard Incorporated SPXR3KFINANCIAL | 570.89 | 31.44 | $496.37B | 0.62% | 60.19% | - | 12.29% | 19.21% |
| 6 | BAC Bank of America Corporation SPXR3KFINANCIAL | 62.39 | 14.41 | $436.28B | 2.04% | - | 11.20% | 3.14% | 4.27% |
| 7 | BRK-A Berkshire Hathaway Inc. FINANCIAL | 757,791.00 | 12.71 | $370.14B | 0.00% | - | 12.12% | 7.60% | 10.02% |
| 8 | HSBC HSBC Holdings plc FINANCIAL | 106.26 | 15.18 | $363.70B | 3.65% | - | 13.10% | 9.75% | 12.72% |
| 9 | MS Morgan Stanley SPXR3KFINANCIAL | 216.24 | 17.48 | $339.62B | 2.26% | - | 17.97% | 3.76% | 9.66% |
Financial Statements Quarterly Results · Profit & Loss · Balance Sheet · Cash Flows · Ratios
Quarterly Results
Figures in USD.
| Metric | Mar 2022 | Jun 2022 | Sep 2022 | Mar 2023 | Jun 2023 | Sep 2023 | Mar 2024 | Jun 2024 | Sep 2024 | Mar 2025 | Jun 2025 | Sep 2025 | Mar 2026 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Operating Income | - | - | - | - | -19.01M | -19.83M | -22.69M | -18.06M | -20.77M | -26.50M | -28.59M | -31.33M | -28.43M |
| Net Income | - | - | - | 19.41M | 21.00M | 13.87M | 27.75M | 31.18M | 37.56M | 22.21M | 24.91M | 24.61M | 17.24M |
| Diluted EPS | 0.28 | 0.30 | 0.38 | 0.54 | 0.56 | 0.53 | 0.52 | 0.51 | 0.52 | 0.40 | 0.40 | 0.43 | 0.43 |
Profit & Loss (Annual)
Figures in USD.
| Metric | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|
| Operating Income | - | -34.65M | -76.19M | -83.83M | -118.21M |
| Net Income | 22.29M | 45.77M | 77.08M | 131.94M | 93.71M |
| Diluted EPS | 0.94 | 1.48 | 2.16 | 2.03 | 1.67 |
Balance Sheet (Annual)
Figures in USD.
| Metric | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|
| Total Assets | - | - | 1.19B | 1.42B | 2.08B | 2.29B |
| Current Assets | - | - | - | - | - | - |
| Cash & Equivalents | - | - | 8.53M | 34.07M | 22.38M | 18.03M |
| Inventory | - | - | - | - | - | - |
| Receivables | - | - | 10.55M | 12.98M | 15.51M | 31.54M |
| Total Liabilities | - | - | 602.35M | 740.61M | 896.32M | 1.18B |
| Current Liabilities | - | - | - | - | - | - |
| Long Term Debt | - | - | - | - | - | - |
| Total Debt | - | - | 571.59M | 689.32M | 848.12M | 1.12B |
| Total Equity | -798.00K | - | 592.04M | 683.06M | 1.19B | 1.11B |
| Shares Outstanding | - | - | 65.02M | 65.02M | 71.06M | 68.00M |
Cash Flows (Annual)
Figures in USD.
| Metric | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|
| Operating Cash Flow | - | -541.77M | -110.05M | -544.50M | -98.72M |
| Investing Cash Flow | - | - | - | - | - |
| Financing Cash Flow | - | 548.26M | 135.60M | 532.81M | 94.37M |
| Capital Expenditure | - | - | - | - | - |
| Free Cash Flow | - | -541.77M | -110.05M | -544.50M | -98.72M |
| Net Change in Cash | - | 6.49M | 25.54M | -11.69M | -4.35M |
| Share Buybacks | - | - | - | 1.52M | 47.99M |
| Dividends Paid | - | - | 70.01M | 101.75M | 123.33M |
Ratios (Annual)
Figures in %.
| Metric | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|
| Gross Margin % | - | - | - | - | - |
| Operating Margin % | - | - | - | - | - |
| Net Margin % | - | - | - | - | - |
| ROE % | - | 7.7% | 11.3% | 11.1% | 8.4% |
| ROCE % | - | - | - | - | - |
Shareholding Pattern
Top Institutional Holders
| # | Holder | % Held | Shares | Value |
|---|---|---|---|---|
| 1 | Koch, Inc. | 15.88% | 10.49M | $137.04M |
| 2 | STATE OF MICHIGAN RETIREMENT SYSTEM | 9.94% | 6.57M | $85.83M |
| 3 | Hf Capital, LLC | 3.36% | 2.22M | $28.97M |
| 4 | Pathstone Holdings, LLC | 1.61% | 1.06M | $13.89M |
| 5 | Russell Investments Group, Ltd. | 1.21% | 796.32K | $10.41M |
| 6 | Franklin Resources, Inc. | 1.18% | 779.76K | $10.19M |
| 7 | UBS Group AG | 1.13% | 747.23K | $9.77M |
| 8 | Van Eck Associates Corporation | 1.01% | 669.89K | $8.76M |
| 9 | Morgan Stanley | 1.00% | 662.12K | $8.65M |
| 10 | Requisite Capital Management, LLC | 0.98% | 645.13K | $8.43M |
Analyst View
Analyst aggregate. Targets and ratings update periodically; not investment advice.
Latest News
Recent headlines for KBDC
Kayne Anderson BDC Inc (KBDC) (Q2 2026) Earnings Call Highlights: Strategic Rotation Boosts ...
KBDC beats dividend coverage with 10.5% ROE while navigating a "shallow, slow down" credit environment and completing its exit from broadly syndicated loans.
Kayne Anderson BDC Q2 Earnings Call Highlights
Kayne Anderson BDC (NYSE:KBDC) reported second-quarter 2026 net investment income of $0.42 per share, exceeding its quarterly dividend by $0.02 per share, while net asset value declined amid realized and unrealized portfolio losses and the …
Kayne Anderson BDC, Inc. Announces June 30, 2026 Financial Results and Declares Third Quarter 2026 Dividend of $0.40 Per Share
CHICAGO, August 10, 2026--Kayne Anderson BDC, Inc. (NYSE: KBDC) ("KBDC or the Company"), a business development company externally managed by its investment adviser, KA Credit Advisors, LLC, today announced its financial results for the sec…
Kayne Anderson BDC, Inc. (KBDC) Upgraded to Buy: Here's What You Should Know
Kayne Anderson BDC, Inc. (KBDC) has been upgraded to a Zacks Rank #2 (Buy), reflecting growing optimism about the company's earnings prospects. This might drive the stock higher in the near term.
Kayne Anderson BDC (KBDC) Downgraded by Wells Fargo Amid Valuation Concerns
With an annual dividend yield of 11.58%, Kayne Anderson BDC, Inc. (NYSE:KBDC) is included among the 12 Ultra-High Dividend Stocks to Buy for Income Investors. On June 12, Wells Fargo downgraded Kayne Anderson BDC, Inc. (NYSE:KBDC) to Equal …
Kayne Anderson BDC Inc (KBDC) Q1 2026 Earnings Call Highlights: Strong Income and Strategic ...
Kayne Anderson BDC Inc (KBDC) reports robust net investment income and maintains a solid liquidity position, despite a slight decline in net asset value and increased nonaccrual investments.
KBDC — Frequently Asked Questions
What is the current share price of Kayne Anderson BDC, Inc. (KBDC)?
As of 2026-09-19 21:16 PDT, Kayne Anderson BDC, Inc. (KBDC) trades at $13.19 on NYSE. Its 52-week range is $12.05 to $14.84.
What is the market capitalisation of KBDC?
Kayne Anderson BDC, Inc. (KBDC) has a market capitalisation of $871.04M on NYSE.
What is the P/E ratio of KBDC?
KBDC trades at a trailing price-to-earnings (P/E) ratio of 12.10. The industry average P/E is 12.89. Its price-to-book (P/B) ratio is 0.87.
Does KBDC pay a dividend?
Kayne Anderson BDC, Inc. (KBDC) currently offers a dividend yield of 12.08%.
What is the return on equity (ROE) of KBDC?
KBDC has a return on equity (ROE) of 8.44%.
Is KBDC a good stock to buy?
This page provides a data-driven analysis of Kayne Anderson BDC, Inc. (KBDC), including valuation ratios, profitability, growth trends, auto-generated pros and cons, peer comparison and AI exposure. Review these fundamentals alongside your own research and risk tolerance. This is informational content, not investment advice.