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.
Kayne Anderson BDC, Inc. filed a current report to let investors know when it will share its next set of quarterly results. The company plans to release its financial results for the third quarter ended September 30, 2025 after markets close on Monday, November 10, 2025.
Management will then host an earnings conference call on Tuesday, November 11, 2025 at 10:00 a.m. Eastern Time to review and discuss the results. These details were provided through a press release attached as an exhibit, which is being furnished for informational purposes and is not treated as filed under securities laws.
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.
Kayne Anderson BDC, Inc. closed a private placement of $200 million of senior unsecured notes, split into three series. The company issued $40 million of floating-rate Series C Notes at SOFR plus 2.32% due June 2028, $60 million of 5.80% fixed-rate Series D Notes due June 2028, and $100 million of 6.15% fixed-rate Series E Notes due October 2030. Funding will occur on October 15, 2025, and net proceeds will be used to refinance existing debt and for general corporate purposes.
To better match its predominantly floating-rate loan portfolio, the company entered into interest rate swaps on the Series D and E Notes. For the Series D swap, it receives a fixed 5.80% rate and pays SOFR plus 2.37% on $60 million, and for the Series E swap, it receives 6.15% and pays SOFR plus 2.6565% on $100 million, each designated as a qualifying hedge. The notes were sold in a private offering and are not registered under the Securities Act of 1933.
Kayne Anderson BDC, Inc. reached a conditional agreement with institutional investors for a private placement of
Net proceeds will be used to refinance existing debt and for general corporate purposes, indicating a focus on managing the company’s liability profile. For the fixed-rate Series D and E Notes, the company entered into interest rate swaps so that it receives the fixed coupon and pays floating SOFR-based rates instead. This structure is intended to better match its predominantly floating rate loan portfolio while maintaining the same notional amounts and maturities.
The transaction is expected to close on or about
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.
Kayne Anderson BDC, Inc. announced it released results for the quarter ended June 30, 2025 and provided an earnings presentation on its website. The company will discuss results on a conference call on August 12, 2025 and has furnished a press release and presentation as exhibits to this report.
The board declared a $0.40 per share dividend for the third quarter of 2025, payable on October 16, 2025 to stockholders of record as of September 30, 2025. Exhibits listed include the press release (Exhibit 99.1) and the Q2 2025 earnings presentation (Exhibit 99.2).
Kayne Anderson BDC reported total assets of $2,255.99 million and total investments at fair value of $2,205.01 million as of June 30, 2025, up from $2,082.66 million in December 2024, showing portfolio growth. For the six months ended June 30, 2025 the Company recorded investment income of $112.54 million (versus $98.95 million a year earlier) and net investment income of $57.45 million, roughly in line with prior-year levels.
The period included $9.43 million of net realized and unrealized losses (six months) versus a $0.74 million gain a year earlier, driving a decline in net assets to $1,157.33 million and NAV to $16.37 per share from $16.70. Liabilities rose to $1,098.66 million primarily from higher borrowings on revolving facilities (Revolving Funding Facility $574.0M and Revolving Funding Facility II $181.0M). Level 3 holdings represented $1,995.93 million of fair value and 6.5% of total assets were non-qualifying investments.