BXSL Stock Recent News

I use YCharts' Value Score and Ben Graham Formula Value All Stars, or GASV, to identify large-cap stocks offering strong value and dividend safety. Seventeen out of twenty-four "safer" lowest-priced Dividend Dogs of the GASV are currently fair-priced and ready to buy for income investors. Top ten GASV stocks offer projected average net gains of 32.99% by June 2026, with yields ranging from 8.94% to 13.81%.

Markets remained volatile in May 2025 amid ongoing trade tensions and mixed signals from Washington and Wall Street. While U.S.-China talks quietly resumed, tariffs persisted and business sentiment stayed cautious, contributing to investor uncertainty. May's investments added $111 in annual dividends, keeping me on track with my goal of $100+ monthly income growth and a 7.4% yield on cost.

BDCs have been on a great run relative to the broader high-yield space over the past several years. However, the BDC Goldilocks environment appears poised to end soon, with several major potential headwinds emerging simultaneously. We share how we are approaching the sector as well as one of our newest top picks of the moment.

BDCs, REITs, and MLPs offer attractive, sustainable yields due to pass-through structures and stable cash flow profiles. However, each of these sectors has its own unique quirks. I discuss several of these that are often overlooked by investors.

High-quality, high-yield stocks offer sustainable, growing dividends ideal for retirees seeking dependable passive income. I share some 6-10% yields that are getting very attractively priced. Both stocks provide income investors with the chance to lock in quality yields and double-digit total return profiles by buying the recent dips.

Blackstone Secured Lending fund is a BDC that lends money to private companies. It has a 10% yield despite having a low-risk portfolio (compared to other BDCs). Its net interest income continues growing at a time when other BDCs are experiencing issues, while its earnings have declined less than at similar funds.

BXSL maintains strong fundamentals, with low non-accruals and a resilient, diversified portfolio, supporting my continued buy rating, despite a higher premium to NAV. The company's large cash position and focus on software, healthcare, and professional services position it well for future growth and new investment opportunities. Dividend yield remains attractive at 9.7%, with net investment income providing solid coverage and consistency, making distributions sustainable for the foreseeable future.

BXSL rebounded 10% since my last bullish call, as market panic over tariffs eased and valuations normalized. Q1 2025 results show strong fundamentals: 98% first-lien debt, resilient portfolio, and 0.3% non-accruals—among the best in the sector. Lower interest rates pressured NII, but BXSL still covered its $0.77 dividend with a healthy 108% payout ratio and 11.2% yield.

Investing based on brand is not the wisest thing one could do. Yet, in certain sectors, including in the BDC space, strong brands could indicate interesting opportunities. In this article, I share how well-established BDC origination partners could help create durable value for shareholders.

We all learn over time. Some of us more than others. The agency mortgage REIT price-to-book ratios are getting really high, except for the weaker ones. That doesn't make the weak ones a great bargain. Main Street Capital stands out among BDCs for superior management and NAV growth, but that valuation just refuses to come down.