Bright Futures Wealth Management LLC. Makes New Investment in Carlyle Secured Lending, Inc. $CGBD

Bright Futures Wealth Management LLC. acquired a new stake in shares of Carlyle Secured Lending, Inc. (NASDAQ:CGBD) in the third quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor acquired 96,474 shares of the company’s stock, valued at approximately $1,206,000.

Other hedge funds and other institutional investors also recently made changes to their positions in the company. Rossby Financial LCC purchased a new stake in shares of Carlyle Secured Lending in the 3rd quarter valued at approximately $25,000. Condor Capital Management lifted its stake in Carlyle Secured Lending by 4.2% in the 3rd quarter. Condor Capital Management now owns 182,951 shares of the company’s stock worth $2,287,000 after acquiring an additional 7,445 shares in the last quarter. Whipplewood Advisors LLC lifted its stake in Carlyle Secured Lending by 9.4% in the 3rd quarter. Whipplewood Advisors LLC now owns 38,090 shares of the company’s stock worth $476,000 after acquiring an additional 3,288 shares in the last quarter. Advisors Asset Management Inc. boosted its position in Carlyle Secured Lending by 5.5% during the 3rd quarter. Advisors Asset Management Inc. now owns 236,167 shares of the company’s stock worth $2,952,000 after acquiring an additional 12,310 shares during the period. Finally, BI Asset Management Fondsmaeglerselskab A S grew its stake in Carlyle Secured Lending by 22.2% during the 3rd quarter. BI Asset Management Fondsmaeglerselskab A S now owns 267,882 shares of the company’s stock valued at $3,349,000 after acquiring an additional 48,706 shares in the last quarter. 24.51% of the stock is currently owned by institutional investors and hedge funds.

Wall Street Analyst Weigh In

CGBD has been the subject of a number of research analyst reports. Citizens Jmp initiated coverage on shares of Carlyle Secured Lending in a research report on Monday, December 8th. They issued a “market perform” rating for the company. JPMorgan Chase & Co. cut their target price on shares of Carlyle Secured Lending from $12.50 to $12.00 and set a “neutral” rating for the company in a research report on Thursday, November 6th. Citigroup initiated coverage on shares of Carlyle Secured Lending in a report on Monday, December 8th. They set a “market perform” rating on the stock. B. Riley Financial upgraded Carlyle Secured Lending from a “neutral” rating to a “buy” rating and set a $13.00 price objective for the company in a report on Wednesday, February 25th. Finally, Zacks Research raised Carlyle Secured Lending from a “strong sell” rating to a “hold” rating in a research report on Tuesday, December 9th. Three research analysts have rated the stock with a Buy rating and five have assigned a Hold rating to the stock. According to MarketBeat.com, Carlyle Secured Lending presently has an average rating of “Hold” and a consensus target price of $13.60.

Key Stories Impacting Carlyle Secured Lending

Here are the key news stories impacting Carlyle Secured Lending this week:

• Positive Sentiment: Company announced a new joint venture and a $300 million share‑repurchase program alongside record loan originations — this materially reduces share count risk and signals management confidence, which can support the stock. Carlyle Secured Lending outlines new joint venture and $300M share repurchase program amid record originations
• Positive Sentiment: B. Riley upgraded CGBD to Buy after the Q4 release — analyst upgrades can attract demand and improve sentiment in the near term. Carlyle Secured Lending raised to Buy at B. Riley Securities after Q4 earnings
• Neutral Sentiment: Wells Fargo trimmed its price target from $14 to $13 but retained an “Overweight” rating — the cut reduces potential upside but the overweight stance remains supportive. Wells Fargo lowers price target to $13 but keeps overweight
• Neutral Sentiment: Consensus broker rating sits at “Hold” — mixed analyst views suggest no clear near‑term directional consensus. Carlyle Secured Lending, Inc. (NASDAQ:CGBD) Given Consensus Rating of “Hold” by Brokerages
• Negative Sentiment: Q4 results showed a slight miss: EPS $0.33 vs. $0.38 expected and revenue ~$66.9M vs. $67.3M expected; the report coincided with the stock hitting a new 52‑week low — these fundamentals and the low signal near‑term downside pressure. Carlyle Secured Lending Inc (CGBD) Q4 2025 Earnings Call Highlights: Record Investment Fundings …
• Negative Sentiment: Short interest rose significantly in February (reported ~1,134,054 shares as of Feb. 13, a ~28.7% increase), representing ~2.2% of shares outstanding and a ~1.8 days‑to‑cover — rising shorts can amplify downside pressure on weak news days.

Carlyle Secured Lending Stock Performance

Shares of CGBD opened at $11.12 on Monday. The firm has a market cap of $566.68 million, a price-to-earnings ratio of 10.90 and a beta of 0.70. The company’s fifty day moving average is $12.28 and its 200-day moving average is $12.65. The company has a quick ratio of 0.85, a current ratio of 0.85 and a debt-to-equity ratio of 1.31. Carlyle Secured Lending, Inc. has a 12 month low of $10.87 and a 12 month high of $17.94.

Carlyle Secured Lending (NASDAQ:CGBD) last issued its quarterly earnings data on Tuesday, February 24th. The company reported $0.33 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $0.38 by ($0.05). The business had revenue of $66.91 million during the quarter, compared to the consensus estimate of $67.26 million. Carlyle Secured Lending had a return on equity of 8.56% and a net margin of 27.38%. Equities analysts expect that Carlyle Secured Lending, Inc. will post 1.97 EPS for the current fiscal year.

Carlyle Secured Lending Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Thursday, April 16th. Stockholders of record on Tuesday, March 31st will be issued a dividend of $0.40 per share. The ex-dividend date of this dividend is Tuesday, March 31st. This represents a $1.60 dividend on an annualized basis and a dividend yield of 14.4%. Carlyle Secured Lending’s dividend payout ratio is currently 156.86%.

About Carlyle Secured Lending

Carlyle Secured Lending, Inc (NASDAQ: CGBD) is a closed-end, non-diversified business development company that provides customized debt financing solutions to middle-market companies. Chartered under the Investment Company Act of 1940, the company invests primarily in floating-rate senior secured loans, including first-lien, unitranche and one-stop structures. Its objective is to generate current income and capital appreciation through disciplined credit selection and active portfolio management.

The firm focuses on U.S.