BXSL Stock Recent News

Blackstone Secured Lending Fund. (NYSE:BXSL ) Q2 2025 Earnings Conference Call August 6, 2025 9:30 AM ET Company Participants Brad Marshall - Trustee, Chairman & Co-CEO Carlos Whitaker - President Jonathan Gerald Bock - Co-Chief Executive Officer Stacy Wang - Head of Stakeholder Relations Teddy Desloge - Chief Financial Officer Conference Call Participants Arren Saul Cyganovich - Truist Securities, Inc., Research Division Casey Jay Alexander - Compass Point Research & Trading, LLC, Research Division Finian Patrick O'Shea - Wells Fargo Securities, LLC, Research Division Melissa Wedel - JPMorgan Chase & Co, Research Division Robert James Dodd - Raymond James & Associates, Inc., Research Division Operator Good day, and welcome to the Blackstone Secured Lending Second Quarter 2025 Earnings Call.

The headline numbers for Blackstone Secured Lending Fund (BXSL) give insight into how the company performed in the quarter ended June 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.

Blackstone Secured Lending Fund (BXSL) came out with quarterly earnings of $0.77 per share, missing the Zacks Consensus Estimate of $0.81 per share. This compares to earnings of $0.89 per share a year ago.

NEW YORK--(BUSINESS WIRE)--Blackstone Secured Lending Fund (NYSE: BXSL or the “Company”) today reported its second quarter 2025 results. Brad Marshall and Jonathan Bock, Co-Chief Executive Officers of Blackstone Secured Lending Fund, said, “Despite recent market volatility, BXSL reported another strong quarter with net investment income per share of $0.77, covering our quarterly dividend for shareholders on a per share basis. Credit performance remained healthy with minimal non-accruals, underp.

Despite my long-term bullish stance on BDCs, I believe the sector is primed for a correction and may deliver subpar total returns ahead. In fact, I would suggest total return focused investors rotating out of the BDC space to avoid a 1-3 year period of underperformance. Since my strategy is focused on high durable cash flows and long-term NAV stability, I remain invested in BDCs (although, with a prudent strategy).

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With inflation sticky and rate cuts unlikely in 2024, investors should consider repositioning into high-yield stocks to offset volatility. Ares Capital (ARCC) and Blackstone Secured Lending (BXSL) offer strong fundamentals, high yields, and benefit from higher-for-longer interest rates. Verizon (VZ) and Realty Income (O) provide attractive yields and blue-chip stability, despite near-term headwinds from elevated rates.

BDCs have performed unexpectedly well this year. Despite the growing uncertainty in the system and high probabilities for incremental base rate cuts, the BDC index is up on a YTD basis. This is not the right setup for being aggressive here.

We discuss the single most important metric to look for in stocks that you plan to buy and hold for the long term. We share two opportunities that yield ~7%, which score very high on this metric. We detail other reasons why these are great big dividend machines to buy and hold for the long term as well.