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Wells Fargo trims Prospect Capital PT, keeps Underweight amid lower SOFR curve

EditorAhmed Abdulazez Abdulkadir
Published 30/08/2024, 13:56
PSEC
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On Friday, Wells Fargo (NYSE:WFC) adjusted its outlook on shares of Prospect Capital (NASDAQ:PSEC) Corporation (NASDAQ:PSEC), reducing the price target to $4.50 from the previous $5.00. Despite the change, the firm maintained its Underweight rating on the stock.

The revision comes as Wells Fargo updates its net operating income (NOI) forecasts for Prospect Capital for fiscal years 2025 and 2026. The new estimates are set at $0.61 and $0.50 respectively, marking a decrease from the earlier predictions of $0.67 and $0.60.

The primary factors influencing this adjustment include a lower Secured Overnight Financing Rate (SOFR) curve and an anticipated increase in the number of shares due to the conversion of preferred stocks and Dividend Reinvestment Plan (DRIP) issuances.

The price target of $4.50, down from $5, continues to be based on a 13% yield on the company's forward NOI, according to the Wells Fargo analyst. This yield is a key metric used by analysts to gauge the potential return on investment from a company's operations, excluding the effects of capital structure and taxes.

The ongoing Underweight rating indicates that Wells Fargo’s analyst believes the stock might underperform the sector or the broader market. This rating suggests a cautious stance towards the investment in Prospect Capital shares at this time.

Prospect Capital Corporation, traded on the NASDAQ, has thus received a revised expectation from Wells Fargo, with the investment firm signaling potential challenges ahead for the company's financial performance in the coming years.

In other recent news, Prospect Capital Corporation announced solid earnings for the fourth quarter of fiscal year 2024, maintaining steady shareholder distributions. The company reported net investment income of $102.9 million and a net asset value of $3.71 billion.

Prospect Capital emphasized its strong balance sheet, diversified funding sources, and significant liquidity, coupled with a strategic shift in its investment portfolio favoring first lien debt over second lien debt.

In further developments, the company clarified that there is no ongoing discussion or contemplation about forced conversions of preferred stock by the Prospect Board. The company's investment in a Real Estate Investment Trust (REIT) is part of its diversified approach, representing less than 20% of the portfolio. Despite an increase in the weighted average cost of unsecured debt financing to 4.25%, Prospect Capital continues to focus on senior secured and first lien middle-market lending.

Analysts noted that Prospect Capital has successfully tapped into the unsecured term debt market to extend liability duration and reduce counterparty risk. High returns were generated from investments in value-add multifamily properties and a preferred investment.

InvestingPro Insights

In light of the recent outlook adjustment by Wells Fargo on Prospect Capital Corporation (NASDAQ:PSEC), it's pertinent to consider additional insights that might impact investor decisions. According to InvestingPro, Prospect Capital pays a noteworthy dividend to shareholders, boasting a dividend yield of 14.4% as of the last recorded date, which is quite attractive in the current investment landscape. Notably, the company has maintained its dividend payments for an impressive 21 consecutive years, demonstrating a commitment to returning value to its shareholders.

The company's market capitalization stands at approximately $2.09 billion, with a P/E ratio of 14.47, reflecting investor perceptions of the company's earnings prospects. Despite a modest year-over-year revenue growth of 1.11% for the last twelve months as of Q4 2024, the quarterly revenue growth shows a decline of 4.17% for the same period, which could be a point of concern for growth-focused investors.

For those looking for more comprehensive analysis, InvestingPro offers additional tips and metrics for Prospect Capital. Investors interested in exploring further can find a total of 4 InvestingPro Tips, which can provide a deeper understanding of the company's financial health and future prospects. To access these tips, investors may visit https://www.investing.com/pro/PSEC.

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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