Golub Capital BDC (GBDC) News Today

Golub Capital BDC, Inc. (NASDAQ:GBDC) shares have moved higher today after the company beat Q3 EPS estimates and reaffirmed its high-yield dividend, though rising expenses and bearish analyst notes have tempered gains.

• Positive Sentiment: Q3 EPS of $0.39 topped consensus by $0.01, with a net margin of 35.5% and ROE of 10.6%. Earnings Beat Article
• Neutral Sentiment: Declared a $0.39 quarterly dividend (10.5% yield), ex-dividend Sept. 15, payable Sept. 29. Dividend Announcement
• Neutral Sentiment: Adjusted net investment income per share held steady at $0.39, in line with expectations. Q3 Income Article
• Neutral Sentiment: Management signaled a protracted credit cycle but maintained the $0.39 dividend amid resilient portfolio performance. MSN Portfolio Article
• Negative Sentiment: Analyst thesis suggesting a potential dividend cut has strengthened after the Q3 report. Dividend Cut Thesis
• Negative Sentiment: Some investors are exiting the name, citing rising expenses that could stall future earnings growth. Investor Exit Article
• Negative Sentiment: Q3 results topped consensus but showed rising expenses, raising margin‐pressure concerns. Expenses Rise Article