BGC BGC Group, Inc.

NEUTRAL Impact: 4/10 8-K
Horizon weeks Filed May 15, 2026 Processed 1mo ago SEC 0001213900-26-057808
8-K material event: Items 1.01
Latest settled — T+5d
BGC ▼ -5.36% at T+5d
NEUTRAL call ✗ call lost -5.36% · α vs SPY -6.97% · entry $11.37 → $10.76
Next anchor: T+20d in 4h
Last close $11.85 (close Jun 12) · +4.23% from $11.37 entry
Entry anchored
May 15, 2026
via day open
T+1d
-0.70%
call -0.70% · α -0.05%
$11.29
settled 28d ago
T+5d
-5.36%
call -5.36% · α -6.97%
$10.76
settled 24d ago
T+20d
call — · α —
in 4h
T+60d
call — · α —
in 8w

Price Chart

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Executive Summary

BGC Group entered into a $700 million unsecured senior revolving credit facility, amending and restating its prior credit agreement. The facility matures May 15, 2030, with an option to increase to $900 million. As of closing, $240 million was drawn. The credit agreement tightens financial covenants (higher minimum net worth and net excess capital) while extending maturity by ~4 years, providing liquidity and flexibility for general corporate purposes.

Key Financial Metrics

Deal Value
$700.0M

Actionable Insight

The refinancing extends BGC's debt maturity profile and maintains ample liquidity. The increased minimum net worth and net excess capital covenants signal a slightly more restrictive credit posture but are not binding given current balance sheet strength. Monitor upcoming quarterly filings for leverage ratio and covenant compliance.

Key Facts

  • New $700 million unsecured senior revolving credit facility, maturing May 15, 2030
  • Right to increase facility to $900 million subject to conditions
  • $240 million outstanding under prior facility rolled into new facility
  • Initial applicable margin: 1.875% for Term SOFR loans, 0.875% for base rate loans
  • Financial covenants: max leverage ratio 3.25x, min interest coverage 4.00x, min net worth $650M+, min net excess capital $300M
  • Covenant requirements for net worth and net excess capital increased vs. prior agreement

Financial Impact

$700 million revolving credit facility; $240 million drawn at closing

debtliquidityleverage

Risk Factors

  • Higher minimum net worth and net excess capital covenants could constrain capital allocation flexibility
  • Variable-rate exposure: ~5.48% initial all-in rate on SOFR borrowings; rising rates increase interest cost
  • Cross-default provisions could accelerate repayment if other debt covenants breached

Market Snapshot

Exchange
Nasdaq
Sector
Security & Commodity Brokers, Dealers, Exchanges & Services
Analyst Consensus
83% bullish (6 analysts)

Documents Analyzed

This report is based on 5 SEC documents filed with EDGAR.

DocumentAccession Number
8-K Filing (Primary)0001213900-26-057808
Document: ea0291039-8k_bgc.htm0001213900-26-057808
Document: 0001213900-26-057808-index-headers.html0001213900-26-057808
Document: 0001213900-26-057808-index.html0001213900-26-057808
Document: 0001213900-26-057808.txt0001213900-26-057808
2 reports for BGC
Performance horizon

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Reports for BGC — sortable, filterable
Type Now
May 15, 2026
4w ago
8-K
NEUTRAL ★ 4/10
$11.37 $10.76▼ −5.36%▼ −6.97%$11.85 (+4.23%)
May 7, 2026
5w ago
8-K
BULLISH ★ 7/10
$11.29 $11.16▼ −1.15%▼ −2.66%$11.85 (+4.96%)
Showing 2 of 2

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