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.
Kayne Anderson BDC, Inc. filings document the regulatory disclosures of a NYSE-listed business development company that invests mainly in middle-market credit. The record includes 8-K reports for operating results, earnings-call materials, Regulation FD announcements, material definitive agreements, senior unsecured notes, interest-rate swaps and equity distribution arrangements.
Proxy materials cover director elections and auditor ratification, while registration-related disclosures describe common stock issuance mechanics under its shelf registration framework. The filings also address KBDC's BDC structure, external management by KA Credit Advisors, LLC, capital structure, governance matters and recurring financial reporting for its loan portfolio.
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.
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 $200 million in senior unsecured notes, split into three series. The deal includes $40 million of floating rate Series C Notes at SOFR plus 2.32% due in June 2028, $60 million of 5.80% Series D Notes due in June 2028, and $100 million of 6.15% Series E Notes due in October 2030.
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 September 9, 2025, subject to investor due diligence, legal documentation and standard closing conditions, and the notes will be offered in a private placement without registration under the Securities Act.
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).