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Barings BDC reports increased net investment income

Published 07/08/2024, 22:20
BBDC
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CHARLOTTE, N.C. - Barings BDC, Inc. (NYSE: NYSE:BBDC), a business development company, has disclosed its financial and operating results for the second quarter of 2024. The company announced a quarterly cash dividend of $0.26 per share, maintaining the same level as the previous quarter.

For the quarter ending June 30, 2024, Barings BDC reported a net investment income of $42.1 million, or $0.40 per share, compared to $29.4 million, or $0.28 per share, in the first quarter of 2024. The company experienced a net increase in net assets resulting from operations of $19.4 million, or $0.18 per share, a decrease from the $44.0 million, or $0.41 per share, reported in the previous quarter.

The net asset value (NAV) per share as of June 30, 2024, was $11.36, a slight drop from $11.44 as of March 31, 2024. This decline was primarily due to net unrealized depreciation on the company's investment portfolio and other financial instruments, which was partly offset by the net investment income exceeding the company's second-quarter dividend and a net realized gain on investments.

During the second quarter, Barings BDC made new investments totaling $38.5 million and additional investments in existing portfolio companies amounting to $40.0 million. The company also reported loan repayments of $116.2 million, portfolio company principal payments of $21.8 million, and proceeds from the sale of equity investments totaling $24.9 million.

Eric Lloyd, Chief Executive Officer of Barings BDC, commented on the quarterly performance, noting the company's stable results and progress in reducing non-core positions to capitalize on what is expected to be an accelerating deal environment in the latter half of the year.

The company's liquidity position as of June 30, 2024, included cash and foreign currencies totaling $84.4 million and a net receivable from unsettled transactions of $20.6 million. Barings BDC also has a share repurchase program in place, under which it repurchased 193,167 shares at an average price of $9.88 per share during the quarter.

The Board declared a third-quarter dividend of $0.26 per share, with a record date of September 4, 2024, and a payment date of September 11, 2024. The company offers a dividend reinvestment plan for shareholders who prefer to have their cash dividends automatically reinvested in additional shares.

In other recent news, Barings BDC, Inc. posted a strong first quarter ended March 31, 2024, with notable growth in net asset value (NAV) per share and net investment income surpassing its quarterly dividend. The company's NAV per share rose to $11.44, a 1.4% increase, and net investment income reached $0.28 per share.

Despite recent team resignations, the company's strategic management and share repurchase program have contributed to these positive metrics. Furthermore, the company made new commitments amounting to $11 million in the second quarter and intends to continue its share repurchase program, having already repurchased over 115,000 shares.

Barings BDC is also focusing on middle-market opportunities and plans to add origination talent to its investment team. However, the company experienced a decrease in interest and dividend income due to timing issues and the strategic decision to pay down debt. Lastly, the company's portfolio remains well-diversified, with the top 10 issuers representing 22.6% of the fair market value.

InvestingPro Insights

Amidst Barings BDC's stable quarterly performance, the company's long-term commitment to shareholder returns is reflected in its dividend track record. According to InvestingPro Tips, Barings BDC has not only maintained dividend payments for 18 consecutive years but has also raised its dividend for 4 consecutive years, underscoring a reliable income stream for investors. Furthermore, the company's dividend yield stands out at an impressive 11.05%, significantly rewarding shareholders. For those seeking additional insights on dividend sustainability and growth prospects, InvestingPro offers a suite of tips, with 6 more tips available for Barings BDC.

In terms of financial health, Barings BDC exhibits a strong position with liquid assets that exceed short-term obligations, as highlighted by one of the InvestingPro Tips. This liquidity is crucial for the company's ability to navigate market fluctuations and continue making strategic investments. Moreover, the company's profitability over the last twelve months is a testament to its operational efficiency and effective capital allocation.

InvestingPro Data further enriches the perspective on Barings BDC's performance with key metrics. The company's market capitalization stands at approximately $1 billion, and it boasts a price-to-earnings (P/E) ratio of 7.6, which may appeal to value-oriented investors. Additionally, Barings BDC has shown robust revenue growth of 20.29% over the last twelve months as of Q1 2024, indicating strong business momentum.

For investors and analysts looking to delve deeper into Barings BDC's financials and future prospects, the next earnings date is set for August 7, 2024. The company's share price is also nearing its 52-week high, trading at 92.29% of this peak, as of the latest close.

These insights and more are available to help inform investment decisions, with InvestingPro offering a comprehensive analysis of Barings BDC, including additional tips at: https://www.investing.com/pro/BBDC

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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