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Golub Capital BDC reports strong preliminary second quarter performance

EditorNatashya Angelica
Published 22/04/2024, 16:24
GBDC
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NEW YORK - Golub Capital BDC, Inc. (NASDAQ: GBDC) has announced its preliminary financial results for the second fiscal quarter ended March 31, 2024. The business development company reported a net investment income per share of between $0.50 and $0.52, with adjusted net investment income per share remaining the same.

These figures reflect a robust operating performance and the effect of a reduced incentive fee rate effective from January 1, 2024.

The company also reported an estimated earnings per share for the quarter of between $0.53 and $0.57. Golub Capital BDC's estimated net asset value per share as of March 31, 2024, ranged from $15.10 to $15.14, considering the actual net asset value per share of $15.03 as of December 31, 2023, and after accounting for quarterly earnings and distributions paid in March.

During the quarter, Golub Capital BDC originated $22.1 million in new middle-market investment commitments, with a majority being one-stop loans. The company's total investments at fair value are estimated to have decreased by approximately $49.0 million during the quarter. This decrease reflects debt repayments, sales of securities, net fundings on revolvers, and net change in unrealized gains (losses).

Furthermore, the company's non-accrual investments as a percentage of total investments at fair value and cost decreased slightly from the previous quarter. The number of non-accrual investments remained at nine.

Moreover, Golub Capital BDC's GAAP debt-to-equity ratio, net, is estimated to have decreased to 1.17x as of March 31, 2024. This ratio would have further decreased to 1.12x after accounting for the full redemption of $500.0 million in aggregate principal amount of its 3.375% Notes due in 2024 and principal repayments on two of its debt securitizations.

The company also announced a quarterly distribution of $0.39 per share, payable on June 21, 2024, to stockholders of record as of May 2, 2024. Looking ahead, Golub Capital BDC will finalize its second fiscal quarter results on May 6, 2024, and will host an earnings conference call the following day.

This report is based on a press release statement from Golub Capital BDC, Inc. and contains preliminary financial results that are not yet audited or finalized.

InvestingPro Insights

Golub Capital BDC, Inc. (NASDAQ: GBDC) has been a point of interest for investors seeking steady returns, especially considering its significant dividend yield. With the recent preliminary financial results for Q2 2024 showing consistent performance, let's delve into some key metrics and insights from InvestingPro that could help investors gauge the company's current standing and future potential.

InvestingPro Data shows a robust market capitalization of $2.88 billion, underscoring Golub Capital's considerable size in the business development company sector. The company's P/E ratio stands at an attractive 9.19, which may appeal to value-oriented investors.

Moreover, the revenue growth has been notable, with a 44.02% increase over the last twelve months as of Q1 2024, and a quarterly revenue growth of 20.38% in Q1 2024, reflecting a strong upward trajectory in earnings.

Among the InvestingPro Tips, it's worth highlighting that Golub Capital BDC pays a significant dividend to shareholders, currently boasting a dividend yield of 9.29%. This is particularly compelling for income-focused investors. Additionally, the stock generally trades with low price volatility, which could be reassuring for those looking for stability in their investments.

It is also important to note that Golub Capital BDC has maintained dividend payments for 15 consecutive years, demonstrating a commitment to returning value to shareholders. The company's liquid assets exceed short-term obligations, which suggests a solid financial position for meeting immediate liabilities.

For investors eager to delve deeper into Golub Capital BDC's financials and discover more strategic insights, InvestingPro offers additional tips. As of now, there are a total of 7 more InvestingPro Tips available, which can provide a more comprehensive understanding of the company's financial health and investment potential.

For those interested in leveraging these insights, remember to use coupon code PRONEWS24 to get an additional 10% off a yearly or biyearly Pro and Pro+ subscription at InvestingPro. This could be a valuable resource for making informed investment decisions regarding Golub Capital BDC and other investment opportunities.

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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