BDC Earnings

FS KKR Capital Q2 2026: Credit Repair Is Working, but the Portfolio Is Still Shrinking

FSK’s Q2 repair actions are beginning to show up in credit and leverage. The harder question is whether a shrinking portfolio can still support a durable dividend recovery.

BDC Earnings

Blue Owl Capital Q2 2026: Earnings Recovered, but the Portfolio Is Still Shrinking

OBDC’s earnings improved in Q2, but the deeper story is a shrinking portfolio, selective deployment and a credit book still working through problem names.

HTGC

Hercules Capital Q2 2026: Strong Dividend Coverage, but Repayments Shrunk the Portfolio

HTGC produced strong income, rising NAV and low non-accruals, but record early repayments exposed the tension between venture-credit demand and portfolio retention.

MAIN

Main Street Capital Q2 2026 Preliminary Results: NAV Rose Again, but the Full Dividend Outran NII

MAIN's preliminary Q2 numbers show rising NAV and stronger earnings, but the combined regular and supplemental payout still exceeded estimated NII.

ARCC

Ares Capital Q2 2026: The Dividend Held, but NAV and Credit Quality Weakened

ARCC covered the dividend in Q2, but the quarter's more important signal was weaker asset-value and credit quality beneath stable core earnings.

ARCC

Ares Capital (ARCC) Q1 2026 Deep Dive: The Benchmark BDC Has Less Cushion Than The Brand Suggests

ARCC still looks like one of the strongest public BDCs. That is exactly why Q1 matters: the benchmark private-credit machine now has less dividend cushion than the brand suggests.

HTGC

Hercules Capital (HTGC): The Dividend Is Still Covered. That’s Why This Stock Is Harder To Read.

HTGC is still an income story. It is also a trust story: a map of where venture-backed growth companies are still getting oxygen after the easy-money era.