KBDC maintains steady NAV in Q4 amid new investments

Published 03/03/2025, 23:34
KBDC maintains steady NAV in Q4 amid new investments

CHICAGO - Kayne Anderson BDC, Inc. (NYSE: KBDC), a business development company with a market capitalization of $1.24 billion, reported its financial outcomes for the fourth quarter of 2024, showing consistent net asset value (NAV) and an active investment period. The company’s NAV per share remained unchanged at $16.70, identical to the previous quarter ending September 30, 2024. According to InvestingPro data, KBDC shares currently trade at $17.02, representing a modest premium to NAV.

The company’s investment strategy has been focused on stable industries, offering debt investment opportunities with lower leverage and higher interest coverage. Ken Leonard, Co-Chief Executive Officer, highlighted that the portfolio performed well with only 1.3% of debt investments on non-accrual status and PIK income representing just 1.1% of the interest income for the quarter. InvestingPro analysis reveals that KBDC stock generally trades with low price volatility, making it an attractive option for stability-focused investors. For detailed insights into KBDC’s investment strategy and performance metrics, investors can access the comprehensive Pro Research Report available on InvestingPro.

KBDC reported net investment income of $34.0 million or $0.48 per share, a slight decrease from the $0.52 per share in the previous quarter. The decrease is primarily due to reduced reference rates and a $0.7 million impact from placing Sundance on non-accrual status. The company also amended its Corporate Credit Facility, extending the maturity and reducing the spread from SOFR plus 2.35% to SOFR plus 2.10%.

The company’s investment activity included new private credit and equity co-investment commitments amounting to $230.6 million, fundings of $208.5 million, and sales and repayments of $139.1 million, resulting in a net funded private credit and equity investment increase of $69.4 million. Additionally, the company experienced net repayments of broadly syndicated loans totaling $18.0 million.

Looking ahead, Co-Chief Executive Officer Doug Goodwillie expressed confidence in achieving the lower end of the company’s debt-to-equity target range of 1.0x – 1.25x by the second or third quarter of 2025. The company’s debt-to-equity ratio was reported at 0.72x as of December 31, 2024, with an asset coverage ratio of 238%.

KBDC’s Board of Directors declared a regular dividend of $0.40 per share, to be paid on April 15, 2025, to stockholders of record as of March 31, 2025. With an attractive dividend yield of 9.26% according to InvestingPro data, KBDC stands out for income-focused investors. The company has demonstrated strong market performance with a 15.45% total return over the past year. This announcement is based on a press release statement and does not constitute an endorsement of KBDC’s financial position or investment strategy.

In other recent news, Kayne Anderson BDC, Inc. has made notable changes to its financial arrangements. The company has successfully amended its senior secured revolving credit facility, increasing the lenders’ commitments from $600 million to $675 million, as outlined in a recent SEC filing. Additionally, the final maturity date has been extended by nearly a year, and the interest rate on outstanding borrowings has been reduced to daily SOFR plus 2.15%. In a separate development, Kayne Anderson BDC expanded another credit facility from $150 million to $250 million, also securing a lower interest rate of 3-month term SOFR plus 2.25%. These amendments are expected to enhance the company’s liquidity and financial flexibility. The changes reflect confidence from lenders in Kayne Anderson BDC’s financial health and operations. Both credit facility amendments were executed with the company’s financing arms and participating lenders. These strategic moves aim to strengthen the company’s financial position amid the current economic landscape.

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