GLAD GLADSTONE CAPITAL CORP

NEUTRAL Impact: 4/10 8-K
Horizon weeks Filed May 6, 2026 Processed 1mo ago SEC 0001193125-26-209037
8-K Item 2.02: Earnings release
Latest settled — T+20d
GLAD ▼ -5.35% at T+20d
NEUTRAL call ✗ call lost -5.35% · α vs SPY -8.49% · entry $19.99 → $18.92
Next anchor: T+60d in 7w
Currently $19.39 · -3.00% from $19.99 entry
Entry anchored
May 6, 03:59 PM ET
via Databento tick
T+1d
0.00%
call 0.00% · α -0.83%
$19.99
settled 5w ago
T+5d
-3.80%
call -3.80% · α -5.31%
$19.23
settled 4w ago
T+20d
-5.35%
call -5.35% · α -8.49%
$18.92
settled 9d ago
T+60d
call — · α —
in 7w

Price Chart

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Executive Summary

Gladstone Capital reported Q2 2026 net investment income of $0.52 per share, up 4.0% sequentially from $0.50, driven by higher prepayment fees and equity distributions. Total investment income rose 6.0% to $25.99M, and NAV per share increased to $21.36. The quarterly distribution was maintained at $0.45 per share.

Actionable Insight

Prepayment fees and equity distributions are supplementing income as SOFR declines; monitor upcoming quarters for sustainability of NII growth given falling yields. The maintained dividend of $0.45/sh ($1.80 annualized) yields ~5.6% at the current price, supporting a stable total return thesis.

Key Facts

  • Net investment income per share: $0.52 (Q2 2026) vs $0.50 (Q1 2026)
  • Total investment income: $25.99M, up 6.0% sequentially
  • NAV per share: $21.36, up $0.23 from $21.13
  • Quarterly distribution maintained at $0.45 per common share
  • Weighted average yield on interest-bearing investments declined to 11.8% from 12.2%
  • Invested $34.0M in three new portfolio companies and $9.6M in existing ones

Financial Impact

Net investment income $11.84M, up 5.1% sequentially

net investment incometotal investment incomeNAV per share

Risk Factors

  • Continued decline in SOFR could compress portfolio yield further
  • Prepayment fee income is volatile and may not recur at the same level
  • Expense growth (management fee) is outpacing investment income growth

Market Snapshot

Exchange
Nasdaq
Analyst Consensus
75% bullish (12 analysts)

Documents Analyzed

This report is based on 6 SEC documents filed with EDGAR.

DocumentAccession Number
8-K Filing (Primary)0001193125-26-209037
Document: d122338d8k.htm0001193125-26-209037
Document: 0001193125-26-209037-index-headers.html0001193125-26-209037
Document: 0001193125-26-209037-index.html0001193125-26-209037
Document: 0001193125-26-209037.txt0001193125-26-209037
8-K Data (Synthetic)0001193125-26-209037
2 reports for GLAD
Performance horizon
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Reports for GLAD — sortable, filterable
Type Now
Jun 2, 2026
10d ago
8-K
NEUTRAL ★ 2/10
$19.47 $18.92▼ −2.82%▼ −2.13%$19.39 (−0.41%)
May 6, 2026
5w ago
8-K
NEUTRAL ★ 4/10
$19.99 $19.99· 0.00%▼ −0.83%$19.39 (−3.00%)
Showing 2 of 2

US Market Status

Market Closed — Opens Mon (49h 37m)

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