Welcome to our dedicated page for Kayne Anderson BDC SEC filings (Ticker: KBDC), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
The Kayne Anderson BDC, Inc. (NYSE: KBDC) SEC filings page on Stock Titan provides direct access to the company’s regulatory disclosures as a business development company and regulated investment company. Through these filings, investors can review how KBDC reports its private credit activities, portfolio composition and capital structure under the requirements of the Investment Company Act of 1940 and U.S. securities laws.
KBDC’s annual reports on Form 10-K and quarterly reports on Form 10-Q contain detailed information on its first lien senior secured loan portfolio, unitranche and split-lien exposures, subordinated debt and equity investments. These reports also describe its use of leverage through credit facilities and senior unsecured notes, its asset coverage ratio, and its election to be treated as a regulated investment company, which requires distribution of at least 90% of investment company taxable income.
The company’s current reports on Form 8-K document material events such as quarterly and annual financial results, dividend declarations, private placements of senior unsecured notes, amendments to credit facilities, and strategic investments like its transaction with SG Credit Partners, Inc. These filings also cover management changes and provide copies of press releases and investor presentations referenced in the disclosures.
On this page, Stock Titan pairs real-time updates from the SEC’s EDGAR system with AI-powered summaries that explain the key points of lengthy filings, helping users quickly understand changes in KBDC’s portfolio, leverage, dividends and governance. Investors can also review insider and beneficial ownership filings on forms such as Form 4 and proxy-related disclosures when available, gaining additional context on management incentives and ownership. This centralized view of KBDC’s SEC filings supports deeper analysis of its private credit strategy, risk profile and shareholder distributions.
State of Michigan Retirement System has disclosed a significant ownership stake in Kayne Anderson BDC, Inc. The pension fund reports beneficial ownership of 6,566,762 shares of common stock, representing 9.601% of the company’s outstanding shares as of January 15, 2026.
The filing shows that the fund has sole power to vote and dispose of all 6,566,762 shares, with no shared voting or dispositive power. Its ownership first exceeded five percent on May 21, 2024, when it held 6,566,762 shares, or 9.234% of the then-outstanding 71,116,459 shares.
The State of Michigan Retirement System certifies that these securities were acquired and are held in the ordinary course of business, and not for the purpose of changing or influencing control of Kayne Anderson BDC, Inc.
Kayne Anderson BDC, Inc. reported that it plans to release its financial results for the fourth quarter ended December 31, 2025 on March 2, 2026 after the close of financial markets. The company also plans to host an earnings conference call on March 3, 2026 at 10:00 AM Eastern Time to review these results.
These details were provided through a press release, which is included as an exhibit to this report and is being furnished rather than filed under securities laws.
Kayne Anderson BDC, Inc. reported an insider ownership update: its Senior Vice President filed a Form 3 initial statement of beneficial ownership as of 11/10/2025.
The filing lists indirect holdings of 427.316 shares held in a spouse’s brokerage account and 122.926 shares held in a custodial Roth IRA for a minor. No derivative securities were reported.
Kayne Anderson BDC, Inc. (KBDC) reported several updates. The company furnished a press release with financial results for the third quarter ended September 30, 2025 and will host a conference call on November 11, 2025 to discuss the quarter. An earnings presentation is available on its website and attached as an exhibit.
The Board declared a fourth quarter 2025 dividend of $0.40 per share, payable on January 16, 2026 to stockholders of record on December 31, 2025.
The Board also appointed Frank P. Karl as President and Andy Wedderburn-Maxwell as Senior Vice President. The company stated there are no arrangements or family relationships related to these appointments, and no related‑party transactions requiring disclosure.
Kayne Anderson BDC, Inc. reported third‑quarter results for the period ended September 30, 2025. Net investment income was $30,046 (amounts in thousands), down from $37,053 a year ago, with basic and diluted net investment income per share of $0.43 versus $0.52. Total investment income was $61,373, while interest expense rose to $20,207. The net increase in net assets resulting from operations was $24,613, reflecting unrealized losses this quarter.
Total assets were $2,337,968 and net assets were $1,140,096. Net asset value per common share was $16.34, compared with $16.70 at December 31, 2024. Debt balances included $301,000 on the Corporate Credit Facility, $570,000 on the Revolving Funding Facility, $207,000 on Revolving Funding Facility II and $75,000 in notes. For the nine months, cash dividends to stockholders totaled $98,937 and common stock repurchases were $23,074. Shares outstanding were 69,764,799 as of September 30, 2025; 68,395,751 were issued and outstanding as of November 5, 2025.
During July 2025, the company invested in SG Credit through an $80,000 term loan, a $34,000 unfunded delayed draw term loan, and $12,000 of common equity, resulting in ownership of 22.5% of SG Credit’s outstanding common equity; the equity is not consolidated.
Rhonda Scott Smith, a director of Kayne Anderson BDC, Inc. (KBDC), reported a purchase of 365 shares of the issuer's common stock on 09/29/2025 at a price of $13.6762 per share. After this transaction she beneficially owned 1,615 shares in a direct capacity. The Form 4 is signed by the reporting person on 09/30/2025.
Bank of America Corporation filed a Schedule 13G reporting beneficial ownership in Kayne Anderson BDC, Inc. of 4,596,731 shares, equal to 6.5% of the outstanding common stock as of the event date 06/30/2025. The filing shows shared voting power of 4,554,213 shares and shared dispositive power of 4,596,731, with no sole voting or dispositive power reported. The statement is filed on behalf of Bank of America and its wholly owned subsidiaries, including Bank of America, N.A. and Merrill Lynch Pierce Fenner & Smith, Inc. The registrant certifies the shares are held in the ordinary course of business and not for the purpose of changing control. The Schedule 13G was signed by Andres Ortiz as Authorized Signatory on 08/12/2025.