Goldman Sachs BDC reported a 50% year-over-year drop in net investment income, triggering a post-earnings sell-off. The non-accrual ratio surged to 3.2%, with eleven portfolio companies now non-performing. Additionally, dividend coverage fell sharply to 62.9%, making a dividend cut in 2026 highly likely.
Brookfield reported $1.6 billion in distributable earnings and $18.58 billion in sales, prompting analysts to hike price targets.
Read the full storyThe retail REIT declared a 27.05 cent dividend per share, supported by a 6.6% increase in AFFO and a slight upward revision to forward guidance.
Goldman Sachs boosted its KGS price target following record Q1 adjusted EBITDA and significant supply constraints in the natural gas compression market.
Knight-Swift's revenue rose 1.4% to $1.85B, but operating margins plummeted to 1.4% as persistent inflation and fuel costs offset sector gains.
Blue Owl Capital reported a decline across all key financial metrics for the first quarter of 2026, leading to a confirmed dividend cut to align with lower earnings.
Coty reported a revenue decline and a $363 million impairment in its consumer beauty unit, while maintaining its annual EBITDA guidance amid rising leverage.
NCDL's NAV decline to $17.50 and rising PIK income pressure long-term prospects despite a covered 10.9% dividend yield.
Net investment income halved as portfolio defaults climbed, leaving dividend coverage at a precarious 62.9% and signaling potential cuts.