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Golub Capital BDC, Inc. 8-K Filings

GBDC NASDAQ

Every 8-K that Golub Capital BDC, Inc. (GBDC) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.

A 8-K covers material events a company has to report between its quarterly reports, so if you follow GBDC and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full GBDC filings page.

Rhea-AI Summary

Golub Capital BDC, Inc. reports that on August 7, 2026, the Golub Capital Employee Grant Program Rabbi Trust acquired 1,676,387 shares of the company’s common stock. The shares were acquired from GEMS Fund 4, L.P., a limited partnership controlled by entities affiliated with Lawrence E. Golub and David B. Golub.

The company states that these shares are intended to be used to award incentive compensation to employees of Golub Capital LLC and its affiliates. The transaction was disclosed in related Form 4 filings submitted to the SEC on August 11, 2026.

Rhea-AI Summary

Golub Capital BDC, Inc. reported third fiscal quarter 2026 results for the quarter ended June 30, 2026. Adjusted net investment income was $0.34 per share, producing an annualized adjusted NII ROE of 9.5%, while adjusted earnings were $0.22 per share and annualized adjusted ROE was 6.2%.

Net asset value was $14.25 per share, down $0.10 from March 31, 2026, driven by $(0.12) per share of adjusted net realized and unrealized losses, mainly related to non-accrual investments. The investment portfolio totaled $8.2 billion at fair value; total investments fell 1.5%, or $120.9 million, during the quarter.

Credit quality remained strong, with approximately 87% of the portfolio at fair value rated 4 or 5 internally and non-accruals at 2.9% of cost and 1.9% of fair value across 20 investments. The company repurchased 1.1 million shares for $14.4 million, declared a quarterly base distribution of $0.33 per share for FY 2026 Q4, and reported total available liquidity of $2.0 billion with GAAP debt-to-equity (net) of 1.23x.

Rhea-AI Summary

Golub Capital BDC, Inc. reported third fiscal quarter 2026 results for the period ended June 30, 2026. GAAP net income was $57.0 million, or $0.22 per share, improving from a loss in the prior quarter. GAAP net investment income was $85.2 million, or $0.33 per share, with Adjusted Net Investment Income of $87.5 million, or $0.34 per share, excluding acquisition purchase premium amortization. Net realized and unrealized loss was ($28.2) million, or ($0.11) per share, driven by underperformance and restructurings in certain portfolio companies, partially offset by gains on equity exits and reversals of prior credit-spread-related depreciation.

At June 30, 2026, investments in 424 portfolio companies had a fair value of $8,196.4 million; total assets were $8,339.6 million, net assets were $3,704.9 million, and net asset value was $14.25 per share, down from $14.35 on March 31, 2026. The portfolio remained concentrated in one stop loans, representing 87.4% of fair value, with most investments rated 4 on the adviser’s 1–5 internal performance scale.

Golub Capital BDC paid a quarterly distribution of $0.33 per share on June 29, 2026, and declared another $0.33 dividend payable September 29, 2026. During the quarter, it repurchased about 1,113,992 shares for $14.4 million, and a related employee trust purchased 2,425,911 shares for $31.4 million. Debt outstanding was $4,561.8 million, with a GAAP leverage ratio of 1.24x and $1,725.9 million of remaining availability on the JPMorgan revolving credit facility.

Rhea-AI Summary

Golub Capital BDC, Inc. entered into a Fourth Amended and Restated Senior Secured Revolving Credit Agreement with JPMorgan Chase Bank and other lenders. The revised facility extends the revolving period from April 4, 2029 to July 2, 2030, other than a non-extending lender with a $200,000,000 position, and pushes the final maturity from April 4, 2030 to July 2, 2031 for participating lenders. The amendment also removes a 10-basis-point Term SOFR adjustment, while other material terms remain unchanged.

Rhea-AI Summary

Golub Capital BDC, Inc. announced the timing of its fiscal 2026 third quarter results. The company plans to report financial results for the quarter ended June 30, 2026 on Monday, August 3, 2026 after the close of the financial markets.

The company will host an earnings conference call at 10:00 a.m. Eastern Time on Tuesday, August 4, 2026 to discuss these results. An archived replay of the call will be available on its website for one year.

Golub Capital BDC, Inc. is an externally managed business development company that primarily invests in one stop and other senior secured loans to middle market companies sponsored by private equity investors.

Rhea-AI Summary

Golub Capital BDC, Inc. completed a debt offering of $500.0 million aggregate principal amount of 6.250% Notes due 2031 under its shelf registration. The notes mature on June 1, 2031 and pay interest semi-annually starting December 1, 2026.

The company plans to use the net proceeds to repay a portion of its senior secured revolving credit facility with JPMorgan Chase Bank, N.A., with the ability to re-borrow for general corporate purposes, including portfolio investments. The notes are unsecured obligations with optional redemption features before and after a defined par call date and include change-of-control repurchase protections and investment company leverage covenants.

Rhea-AI Summary

Golub Capital BDC, Inc. entered into an underwriting agreement to issue and sell $500.0 million aggregate principal amount of its 6.250% Notes due 2031. The transaction is part of an underwritten debt offering made from the company’s effective shelf registration statement on Form N-2.

The offering is expected to close on May 27, 2026, subject to customary closing conditions. The agreement with several underwriters includes customary representations, covenants, indemnification and contribution provisions involving the company, its adviser and its administrator.

Rhea-AI Summary

Golub Capital BDC, Inc. reported weaker results for its FY 2026 second quarter ended March 31, 2026. Net investment income was $85.5 million, or $0.33 per share, with adjusted net investment income of $0.34 per share and an annualized adjusted NII return on equity of 9.5%.

Net income turned to a loss of $0.18 per share, driven by $0.51 per share of net unrealized losses from market-driven credit spread widening, mainly in its highest-rated portfolio companies. Net asset value declined to $14.35 per share from $14.84, while the investment portfolio fell to $8.3 billion at fair value.

Credit quality remained relatively strong, with about 89% of investments at fair value rated 4 or 5 internally and non-accruals at 1.4% of total investments at fair value (2.3% at cost). The company maintained a GAAP debt-to-equity (net) ratio of 1.24x, total liquidity of $1.4 billion, and declared a $0.33 per share quarterly base distribution for FY 2026 Q3. It also repurchased 2.2 million shares for $27.8 million at a discount to NAV.

Rhea-AI Summary

Golub Capital BDC, Inc. reported a GAAP net loss of $46.8 million, or $0.18 per share, for its second fiscal quarter ended March 31, 2026, driven mainly by unrealized depreciation from spread widening and some underperforming loans. Net investment income was $85.5 million, or $0.33 per share, with Adjusted Net Investment Income at $88.1 million, or $0.34 per share, down from $0.38 in the prior quarter.

Net realized and unrealized loss was $132.3 million, or $0.51 per share, and NAV per share declined from $14.84 to $14.35 as investment portfolio fair value fell to $8,317.2 million. The board declared a quarterly distribution of $0.33 per share, payable June 29, 2026. The company repurchased about 2.24 million shares for $27.8 million in the quarter and a further 0.7 million shares for $8.4 million afterward. As of March 31, 2026, debt was $4,723.9 million, GAAP leverage was 1.27x, and GAAP debt-to-equity, net, was 1.24x, with over $1.0 billion of unused JPMorgan revolver capacity plus $300.0 million on an unsecured line with GC Advisors.

Rhea-AI Summary

Golub Capital BDC, Inc. is informing investors that it will release financial results for the quarter ended March 31, 2026 on Monday, May 4, 2026 after the market close. The company will host an earnings conference call at 11:00 a.m. Eastern Time on Tuesday, May 5, 2026 to discuss these results.

The call is accessible via domestic and international dial-in numbers with conference ID 8711124, and a replay will be available through May 12, 2026. The filing also reiterates that Golub Capital BDC is an externally managed business development company focused on senior secured loans to middle market companies.

Rhea-AI Summary

Golub Capital BDC, Inc. reported the results of its annual stockholder meeting held on February 2, 2026. Stockholders were entitled to vote 263,467,541 shares of common stock as of the record date of December 5, 2025.

Stockholders elected two Class I directors to serve until the 2029 annual meeting. David B. Golub received 74,678,734 votes for, 19,492,055 against, and 475,775 abstentions, while Anita J. Rival received 63,198,329 votes for, 30,955,348 against, and 492,887 abstentions, with 77,799,250 broker non-votes for each.

Stockholders also ratified Ernst & Young LLP as the independent registered public accounting firm for the fiscal year ending September 30, 2026, with 169,814,035 votes for, 595,722 against, and 2,036,057 abstentions.

Rhea-AI Summary

Golub Capital BDC, Inc. is holding a conference call on February 5, 2026 to discuss its financial results for the first fiscal quarter ended December 31, 2025. In support of this call, the company has posted a first quarter 2026 earnings presentation on its website and furnished it as Exhibit 99.1 to this report. The information in the earnings presentation and this current report is being furnished rather than filed under the Exchange Act, which limits how it is incorporated into other securities law filings.

Rhea-AI Summary

Golub Capital BDC, Inc. filed a current report to note that it issued a press release with its financial results for the first fiscal quarter ended December 31, 2025. The company furnished this press release as Exhibit 99.1 to the report and clarified that the information is being furnished, not filed, under securities law.

Rhea-AI Summary

Golub Capital BDC, Inc. reported that it plans to release its financial results for the quarter ended December 31, 2025 after the market closes on February 4, 2026. The company disclosed this timing in connection with a press release dated January 8, 2026, which is included as an exhibit. This filing is mainly procedural, informing investors when to expect detailed quarterly results rather than providing any financial figures itself.

Rhea-AI Summary

Golub Capital BDC, Inc. reported that it will host a conference call on November 19, 2025 to discuss its financial results for the fourth fiscal quarter ended September 30, 2025. In connection with this call, the company has made a fourth quarter 2025 earnings presentation available on its website and furnished it as Exhibit 99.1. The company states that the information in this report, including Exhibit 99.1, is being furnished rather than filed, so it is not subject to the liability provisions of Section 18 of the Exchange Act or automatically incorporated into other securities law filings.

Rhea-AI Summary

Golub Capital BDC, Inc. (GBDC) reported that it issued a press release with its financial results for the fourth fiscal quarter ended September 30, 2025. The company furnished this press release as Exhibit 99.1 to a current report on Form 8-K dated November 18, 2025. The information in this report, including the exhibit, is being furnished rather than filed, which means it is not subject to certain liability provisions of the Securities Exchange Act and is not automatically incorporated into other securities law filings.

Rhea-AI Summary

Golub Capital BDC, Inc. announced that it plans to release its financial results for the quarter and year ended September 30, 2025 on Tuesday, November 18, 2025, after the close of the financial markets. The company disclosed this timing in a press release dated October 7, 2025, which is included as an exhibit.

The press release sets expectations for when investors and analysts will see updated financial performance and condition for the most recent quarter and full fiscal year, but it does not itself provide any revenue, earnings, or balance sheet figures.

Rhea-AI Summary

Golub Capital BDC, Inc. issued an additional $250.0 million in aggregate principal amount of its 7.050% Notes due 2028, increasing the total principal of this series to $700.0 million. These New Notes form a single series with the existing 7.050% notes, share the same terms, and mature on December 5, 2028, with interest at 7.050% per year paid semi-annually on June 5 and December 5.

The notes are senior unsecured obligations, ranking ahead of any future expressly subordinated debt, equal to other unsubordinated debt, and effectively junior to secured and subsidiary obligations. The company may redeem the notes before maturity under defined make-whole and par call terms, and holders gain a repurchase right at 100% of principal if a defined Change of Control Repurchase Event occurs.

Golub Capital BDC intends to use the net proceeds to repay a portion of its senior secured revolving credit facility with JPMorgan Chase Bank, N.A., with the flexibility to re-borrow under that facility or its line of credit with GC Advisors LLC for general corporate purposes, including portfolio investments.

Rhea-AI Summary

Golub Capital BDC, Inc. entered into an underwriting agreement to issue and sell an additional $250.0 million aggregate principal amount of its 7.050% Notes due 2028. These new notes are being offered through RBC Capital Markets, LLC as underwriter, with closing expected on September 26, 2025, subject to customary conditions.

The notes are being issued under the company’s effective shelf registration statement on Form N-2, using a preliminary and final prospectus supplement and a pricing term sheet dated September 19, 2025. The agreement includes customary representations, warranties, covenants, indemnification, and contribution provisions among the company, its adviser, its administrator, and the underwriter.

Rhea-AI Summary

Golub Capital BDC, Inc. reported a leadership change in its senior management team. On August 25, 2025, Chief Operating Officer Matthew W. Benton resigned from his position. The company stated that his resignation was not due to any dispute or disagreement with Golub Capital BDC or its Board of Directors, indicating an orderly transition rather than a conflict-driven departure. Following his exit, Mr. Benton’s responsibilities have been taken over by Timothy J. Topicz, who has served as an officer of the company since February 2023. This change reflects a realignment of operational leadership while maintaining continuity through an existing officer.