Audited annual filings, TTM ratios and consensus forward estimates
Wall Street price targets and rating actions
Revenue disaggregation per 10-K filing
Annual filings (FY) with consensus forward estimates (hatched)
1255 daily bars · split adjusted
Daily · Wilder smoothing
Classic floor pivots from 2026-10-23
Computed from daily OHLCV bars
| Indicator | Value | Type | Action |
|---|---|---|---|
| RSI (14) | 37.96 | Oscillator | Neutral |
| Stochastic %K (14, 3, 3) | 23.01 | Oscillator | Neutral |
| Williams %R (14) | -71.43 | Oscillator | Neutral |
| MACD (12, 26, 9) | -0.25 (Hist -0.01) | Oscillator | Strong Sell |
| Average Directional Index (14) | 25.74 (+DI 14.1 / -DI 22.7) | Trend |
Current price $10.22
Latest analyst grade actions
| Date | Firm | Action | Previous | New grade |
|---|---|---|---|---|
| Sep 29, 26 |
| EMA 20 | 10.52 | MA | Sell |
| SMA 20 | 10.51 | MA | Sell |
| EMA 50 | 10.80 | MA | Strong Sell |
| SMA 50 | 11.07 | MA | Strong Sell |
| SMA 200 | 11.20 | MA | Strong Sell |
| Wells Fargo |
| downgrade |
| Overweight |
| Equal Weight |
| May 13, 26 | Wells Fargo | maintain | Overweight | Overweight |
| Mar 13, 26 | JP Morgan | maintain | Neutral | Neutral |
| Feb 27, 26 | Wells Fargo | maintain | Overweight | Overweight |
| Nov 11, 25 | B. Riley Securities | maintain | Neutral | Neutral |
| Nov 6, 25 | Wells Fargo | maintain | Overweight | Overweight |
| Nov 6, 25 | JP Morgan | maintain | Neutral | Neutral |
| Oct 1, 25 | JP Morgan | upgrade | Underweight | Neutral |
| Aug 11, 25 | B. Riley Securities | maintain | Neutral | Neutral |
TTM vs. 5-year historical average (annual ratios)
| Metric | CGBD | Historical (5Y) / ref | Status |
|---|---|---|---|
| P/E ratio (TTM) | 20.1x | 9.1x · sector 20.4x | In line |
| Forward P/E (FY26E) | 7.2x | EPS est. 1.41 | Discount |
| Price / Book | 0.7x | 0.9x | Discount |
| Price / Sales | 3.0x | 4.8x | Discount |
| EV / EBITDA | 17.9x | 16.9x | In line |
| Return on equity | 3.2% | — | Weak |
| Gross margin | 80.6% | 68.3% | Above hist. |
| Debt / Equity | 1.21 | 1.15 | Moderate |
| Piotroski / Altman Z | 8/9 | Z 0.39 | Distress |
Discounted cash flow model
Stock news · updated daily
Carlyle Secured Lending (NASDAQ: CGBD - Get Free Report) and MSC Income Fund (NYSE: MSIF - Get Free Report) are both small-cap finance companies, but which is the better investment? We will contrast the two companies based on the strength of their dividends, earnings, analyst recommendations, institutional ownership, profitability, valuation and risk. Earnings and Valuation This table
NEW YORK, Oct. 16, 2026 (GLOBE NEWSWIRE) -- Carlyle Secured Lending, Inc. (“Carlyle Secured Lending”) (NASDAQ: CGBD) will host a conference call at 11:00 a.m. (Eastern Time) on Friday, November 6, 2026 to announce its financial results for the third quarter ended September 30, 2026. The Company will report its quarterly financial results on Thursday, November 5, 2026.
Carlyle Secured Lending is positioned for improved financial performance, leveraging a portfolio dominated by variable-rate first lien loans. A recent 12.5% dividend cut to $0.35/share has restored full dividend coverage, supported by a positive undistributed NII balance of $0.73/share. CGBD's asset quality improved with non-accruals at 0.6% (fair value) in Q2 (-0.3 PP Q/Q), outperforming peers like Ares Capital.
ONEX (OTCMKTS:ONEXF - Get Free Report) and Carlyle Secured Lending (NASDAQ: CGBD - Get Free Report) are both finance companies, but which is the superior business? We will contrast the two businesses based on the strength of their valuation, profitability, institutional ownership, earnings, dividends, risk and analyst recommendations. Insider and Institutional Ownership 0.7% of ONEX shares
Carlyle Secured Lending, Inc. (NASDAQ: CGBD - Get Free Report) declared a quarterly dividend on Wednesday, July 29th. Stockholders of record on Wednesday, September 30th will be given a dividend of $0.35 per share on Friday, October 16th. This represents a $1.40 annualized dividend and a dividend yield of 12.4%. The ex-dividend date is Wednesday, September
Five high-yield tickers have ex-dividend dates arriving in days, and buying even one session too late means the seller collects your payment instead.
Six stocks are paying yields as high as 23% right now, but behind those numbers sit eroding asset values, razor-thin coverage ratios, and balance sheets that leave almost no room for error if rates or charter markets move the wrong
Carlyle Secured Lending remains a compelling "Buy" with a 12% yield and a 27% discount to NAV. CGBD's portfolio is largely senior secured, highly diversified, and maintains a low 0.6% non-accrual rate by fair value. Joint ventures are delivering high-teens returns and are expected to drive earnings growth as transaction activity recovers.
Reported EPS vs. consensus estimate
| Report date | EPS est. | EPS actual | Surprise | Revenue |
|---|---|---|---|---|
| Aug 6, 2026 | 0.32 | 0.35 | Beat 10.9% | $62.09M |
| May 11, 2026 | 0.35 | 0.36 | Beat 2.9% | $64.08M |
| Feb 24, 2026 | 0.38 | 0.33 | Miss -13.2% | $66.91M |
| Nov 4, 2025 | 0.39 | 0.38 | Miss -2.6% | $48.82M |
| Aug 5, 2025 | 0.39 | 0.39 | Beat 0.0% | $64.45M |
| May 6, 2025 | 0.43 | 0.41 | Miss -4.7% | $35.28M |
Free float vs. closely held shares
13F institutional holdings are not available in the current data plan.
SEC Form 4 filings
| Date | Insider | Role | Type | Shares @ price | Value |
|---|---|---|---|---|---|
| Aug 12, 26 | Nestor John G. | director | S-Sale | 87 @ $11.24 | $978 |
| Aug 12, 26 |
| Nestor John G. |
| director |
| S-Sale |
| 3,114 @ $11.18 |
| $34.82K |
| Aug 12, 26 | Nestor John G. | director | S-Sale | 8,633 @ $11.21 | $96.78K |
| Aug 12, 26 | Nestor John G. | director | S-Sale | 4,979 @ $11.18 | $55.67K |
| Jun 1, 26 | Nestor John G. | director | S-Sale | 1,617 @ $10.97 | $17.74K |
| May 15, 26 | Nestor John G. | director | S-Sale | 1,720 @ $11.22 | $19.29K |
| May 15, 26 | Nestor John G. | director | S-Sale | 885 @ $11.22 | $9.93K |
| May 15, 26 | Nestor John G. | director | S-Sale | 3,450 @ $11.22 | $38.71K |
SEC EDGAR filings · last 12 months
| Form | Filed | Accepted | Document |
|---|---|---|---|
| 8-K | Oct 16, 2026 | 2026-10-16 16:11:31 | View |
| 4 | Aug 17, 2026 | 2026-08-17 16:10:18 | View |
| 10-Q | Aug 6, 2026 | 2026-08-06 16:03:25 | View |
| 8-K | Aug 6, 2026 | 2026-08-06 16:02:56 | View |
| 8-K | Jul 15, 2026 | 2026-07-15 16:01:15 | View |
| 8-K | Jun 11, 2026 | 2026-06-11 16:07:21 | View |
| 8-K | Jun 11, 2026 | 2026-06-11 16:05:33 | View |
| 4 | Jun 2, 2026 | 2026-06-02 16:04:37 | View |
| 40-17G | Jun 2, 2026 | 2026-06-02 16:03:17 | View |
| 4 | May 20, 2026 | 2026-05-20 16:04:49 | View |
Proxy statement (DEF 14A) disclosures