KBDC

Kayne Anderson BDC, Inc.

NYSE · CIK 0001747172
$14.52 +0.48% $963.4M
Insider Selling Cluster (2 insiders)3 New Institutional Positions3 Institutional Exits
Vol
Market Cap$963.4M
Cap SizeSmall Cap
Analyst ConsensusStrong Buy (82%)
Inst. Holders28 funds
Inst. Value$211.1M
Inst. Activity3 buys / 3 sells
Insider Activity3B / 1S
Insider Net $$137.6K
SEC Reports2
Exchange NYSE·CIK 0001747172·Prev Close $14.45

Recent Activity

May 11, 2026 SEC
Kayne Anderson BDC reported Q1 2026 NII of $0.43 per share, in line with the prior quarter's $0.44 and above the $0.40 r
8-K — Impact 4/10
Mar 28, 2026 SEC
Analysis based on filing metadata only — document content was unavailable. This is an insider trading cluster filing for
CLUSTER — Impact 3/10
Mar 6, 2026 Insider
MARUCCI GEORGE E JR bought 9,000 shares
Director @ $13.74 ($123.7K)
Mar 4, 2026 Insider
MARUCCI GEORGE E JR bought 1,000 shares
Director @ $13.96 ($14.0K)
May 28, 2025 Insider
Rabil Albert sold 43,020 shares
Director @ $15.84 ($681.4K)
Inst.
Russell Investments Group, Ltd. — DOUBLED
551,820 shares ($7.6M)
Inst.
BlackRock, Inc. — TRIM
241,535 shares ($3.3M)
May 11, 2026 earnings_calendar
KBDC Q1 2026 Earnings Scheduled — 2026-05-11

Price Targets

$15.20 +4.7% upside Hold
Current $14.52 Low $14.00 Median $15.50 High $16.00 5 analysts
$14.00 $16.00

Analyst Ratings

Strong Buy82% buy · 11 analysts
3Strong Buy
6Buy
2Hold
0Sell
0Strong Sell
Recent Analyst Actions
DateFirmActionRating
Jun 12, 2026 Wells Fargo DOWNGRADE Overweight → Equal-Weight
May 13, 2026 Wells Fargo MAINTAIN Overweight → Overweight
Apr 20, 2026 UBS MAINTAIN Neutral → Neutral
Mar 13, 2026 UBS MAINTAIN Neutral → Neutral
Mar 4, 2026 Wells Fargo MAINTAIN Overweight → Overweight

Earnings Estimates

PeriodEPS Est.RangeGrowth#
Current Q $0.40 $0.37 — $0.41 -1% YoY 5
Next Q $0.40 $0.37 — $0.41 -7% YoY 5
Current FY $1.63 ▲ +1.1% $1.54 — $1.67 -3% YoY 5
Next FY $1.59 $1.48 — $1.67 -2% YoY 5

Top Institutional Holders

FundValueMove
STATE OF MICHIGAN RETIREMENT$90.1MNEW
BANK OF AMERICA CORP$76.4MADD
FRANKLIN RESOURCES INC$10.3MDOUBLED
Russell Investments Group, Ltd.$7.6MDOUBLED
MORGAN STANLEY$6.3MADD

Recent Insider Trades

DateInsiderTypeValue
Mar 6, 2026MARUCCI GEORGEBUY$123.7K
Mar 4, 2026MARUCCI GEORGEBUY$14.0K
May 28, 2025Rabil AlbertSELL$681.4K
May 28, 2025ROBO JAMESBUY$681.4K
28 institutional holders with $211.1M total value (15,518,171 shares) as of 2026-Q1. Top holders: STATE, BANK, FRANKLIN.

Top Institutional Holders — 2026-Q1

#FundSharesValue% of TrackedLast Move
1STATE OF MICHIGAN RETIREMENT SYSTEM6,566,762$90.1M42.7%NEW
2BANK OF AMERICA CORP /DE/5,565,223$76.4M36.2%ADD +65.9%
3FRANKLIN RESOURCES INC752,186$10.3M4.9%DOUBLED +102.7%
4Russell Investments Group, Ltd.551,820$7.6M3.6%DOUBLED +184.2%
5MORGAN STANLEY458,060$6.3M3.0%ADD +86.8%
6BlackRock, Inc.241,535$3.3M1.6%TRIM -46.3%
7HB Wealth Management, LLC235,341$3.2M1.5%ADD +79.3%
8WELLS FARGO & COMPANY/MN226,400$3.1M1.5%DOUBLED +148.7%
9RENAISSANCE TECHNOLOGIES LLC145,322$2.0M0.9%DOUBLED +101.8%
10Cresset Asset Management, LLC95,136$1.3M0.6%ADD +50.0%
11STATE STREET CORP83,110$1.2M0.6%
12CITADEL ADVISORS LLC77,749$1.1M0.5%TRIM -27.5%
13ROYAL BANK OF CANADA67,563$927.0K0.4%ADD +34.5%
14Cerity Partners LLC67,201$922.0K0.4%ADD +49.0%
15SEI INVESTMENTS CO53,182$729.7K0.3%
16STIFEL FINANCIAL CORP46,896$643.4K0.3%DOUBLED +219.8%
17HighTower Advisors, LLC33,272$456.5K0.2%
18SUSQUEHANNA INTERNATIONAL GROUP, LLP21,231$291.3K0.1%
19ZACKS INVESTMENT MANAGEMENT17,950$246.3K0.1%
20Invesco Ltd.15,366$210.8K0.1%TRIM -72.3%

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
Russell Investments Group, Ltd.DOUBLED194,177551,820+184.2%$7.6M2026-Q1
BlackRock, Inc.TRIM449,771241,535-46.3%$3.3M2026-Q1
RENAISSANCE TECHNOLOGIES LLCDOUBLED72,000145,322+101.8%$2.0M2026-Q1
Cerity Partners LLCADD45,10367,201+49.0%$922.0K2026-Q1
Invesco Ltd.TRIM55,56815,366-72.3%$210.8K2026-Q1
PRICE T ROWE ASSOCIATES INC /MD/TRIM23,06616,155-30.0%$222.002026-Q1
STATE OF MICHIGAN RETIREMENT SYSTEMNEW6,566,762$94.0M2025-Q4
FRANKLIN RESOURCES INCDOUBLED308,220624,638+102.7%$8.9M2025-Q4
MORGAN STANLEYADD214,360400,456+86.8%$5.7M2025-Q4
WELLS FARGO & COMPANY/MNDOUBLED79,538197,793+148.7%$2.8M2025-Q4
RENAISSANCE TECHNOLOGIES LLCTRIM158,55972,000-54.6%$1.0M2025-Q4
STIFEL FINANCIAL CORPDOUBLED14,75047,175+219.8%$675.5K2025-Q4
Cerity Partners LLCTRIM66,40145,103-32.1%$645.9K2025-Q4
COMMONWEALTH EQUITY SERVICES, LLCTRIM22,80714,879-34.8%$213.1K2025-Q4
Rockefeller Capital Management L.P.TRIM23,00613,006-43.5%$186.2K2025-Q4
Merit Financial Group, LLCEXIT1,738,1740-100.0%$0.002025-Q4
BlackRock, Inc.DOUBLED9,550453,833+4652.2%$6.0M2025-Q3
FRANKLIN RESOURCES INCADD223,657308,220+37.8%$4.1M2025-Q3
MORGAN STANLEYADD165,415214,360+29.6%$2.9M2025-Q3
RENAISSANCE TECHNOLOGIES LLCTRIM294,500158,559-46.2%$2.1M2025-Q3
UBS Group AGTRIM236,127158,023-33.1%$2.1M2025-Q3
Cerity Partners LLCTRIM143,10066,401-53.6%$884.5K2025-Q3
Marex Group plcDOUBLED18,70056,098+200.0%$747.2K2025-Q3
Merit Financial Group, LLCNEW1,738,174$26.5M2025-Q2
UBS Group AGADD141,680236,127+66.7%$3.6M2025-Q2
3 unique insiders with 4 transactions. Net insider value: $137.6K ($819.1K bought, $681.4K sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
Mar 6, 2026MARUCCI GEORGE E JRDirectorBUY9,000$13.74$123.7K
Mar 4, 2026MARUCCI GEORGE E JRDirectorBUY1,000$13.96$14.0K
May 28, 2025Rabil AlbertDirectorSELL43,020$15.84$681.4K
May 28, 2025ROBO JAMES LDirectorBUY43,020$15.84$681.4K

No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.

Current analyst consensus: Strong Buy (82% buy). Based on 11 analysts: 3 strong buy, 6 buy, 2 hold, 0 sell, 0 strong sell.

Analyst Price Targets

$15.20 mean target +4.7% upside Hold (2.20)
$14.00 Low $16.00 High
MetricValue
Current Price$14.52
Target Low$14.00
Target Mean$15.20
Target Median$15.50
Target High$16.00
# Analysts5
RecommendationHold (2.20)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Current Q
2026-06-30
$0.40 $0.37 $0.41 -0.5% 1↑ 2↓ $0.1B -1.6% 5
Next Q
2026-09-30
$0.40 $0.37 $0.41 -7.2% 1↑ 0↓ $0.1B -7.3% 5
Current FY
2026-12-31
$1.63 $1.54 $1.67 -2.5% +1.1% 4↑ 1↓ $0.2B -3.4% 5
Next FY
2027-12-31
$1.59 $1.48 $1.67 -2.2% +0.4% 3↑ 1↓ $0.2B -0.0% 5

Current Quarter EPS Revision History

TimepointEPS EstimateChange
Current$0.398
7d ago$0.398
30d ago$0.000+0.398
60d ago$0.400-0.002
90d ago$0.402-0.004
3 analyst firms have rated this stock: 0 upgrades, 1 downgrades, 0 initiations.

Individual Analyst Actions

DateAnalyst FirmActionPrevious RatingNew Rating
Jun 12, 2026 Wells Fargo DOWNGRADE Overweight Equal-Weight
May 13, 2026 Wells Fargo MAINTAIN Overweight Overweight
Apr 20, 2026 UBS MAINTAIN Neutral Neutral
Mar 13, 2026 UBS MAINTAIN Neutral Neutral
Mar 4, 2026 Wells Fargo MAINTAIN Overweight Overweight
Mar 4, 2026 Keefe, Bruyette & Woods MAINTAIN Outperform Outperform

Monthly Consensus History

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
Jun 1, 20263620082%
May 1, 20263620082%
Apr 1, 20263620082%
Mar 1, 20263620082%
Feb 1, 20263620082%
Jan 1, 20263620082%
Strong BuyBuyHoldSellStrong Sell

No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.

No Reddit sentiment data available yet. Sentiment is analyzed from Reddit investment communities on a rolling basis.

May 11, 2026
earnings_calendar
KBDC Q1 2026 Earnings Scheduled — 2026-05-11
Apr 22, 2026
short_interest
FTD: KBDC — 98,399 shares ($1.4M) failed to deliver
Settlement: 20260422, Price: $14.29, FTD Value: $1,406,121.71, KAYNE ANDERSON BDC INC COM
Mar 16, 2026
short_interest
FTD: KBDC — 37,511 shares ($0.5M) failed to deliver
Settlement: 20260316, Price: $13.64, FTD Value: $511,650.04, KAYNE ANDERSON BDC INC COM
Mar 2, 2026
earnings_calendar
KBDC Q4 2025 Earnings Scheduled — 2026-03-02