Closed End Fund Advisors Inc. Invests $3.19 Million in Carlyle Secured Lending, Inc. $CGBD

Posted by George Bondi on Jun 6th, 2026

Closed End Fund Advisors Inc. purchased a new position in Carlyle Secured Lending, Inc. (NASDAQ:CGBD – Free Report) in the fourth quarter, HoldingsChannel.com reports. The fund purchased 255,435 shares of the company’s stock, valued at approximately $3,190,000. Carlyle Secured Lending comprises about 1.9% of Closed End Fund Advisors Inc.’s investment portfolio, making the stock its 13th biggest position.

Other institutional investors also recently made changes to their positions in the company. Rossby Financial LCC acquired a new position in shares of Carlyle Secured Lending in the third quarter worth $25,000. Northwestern Mutual Wealth Management Co. increased its stake in Carlyle Secured Lending by 71.9% in the second quarter. Northwestern Mutual Wealth Management Co. now owns 2,630 shares of the company’s stock valued at $36,000 after purchasing an additional 1,100 shares during the last quarter. Tower Research Capital LLC TRC increased its stake in Carlyle Secured Lending by 1,011.6% in the second quarter. Tower Research Capital LLC TRC now owns 4,313 shares of the company’s stock valued at $59,000 after purchasing an additional 3,925 shares during the last quarter. SG Americas Securities LLC acquired a new position in Carlyle Secured Lending in the fourth quarter valued at $112,000. Finally, Sound Income Strategies LLC increased its stake in Carlyle Secured Lending by 553.0% in the fourth quarter. Sound Income Strategies LLC now owns 9,383 shares of the company’s stock valued at $121,000 after purchasing an additional 7,946 shares during the last quarter. 24.51% of the stock is owned by institutional investors and hedge funds.

Carlyle Secured Lending Trading Down 1.4%

CGBD stock opened at $10.64 on Friday. The company has a market cap of $739.48 million, a price-to-earnings ratio of 14.99 and a beta of 0.62. The company has a quick ratio of 1.72, a current ratio of 1.72 and a debt-to-equity ratio of 1.24. The business has a fifty day simple moving average of $11.20 and a 200-day simple moving average of $11.80. Carlyle Secured Lending, Inc. has a 52 week low of $10.50 and a 52 week high of $14.49.

Carlyle Secured Lending (NASDAQ:CGBD – Get Free Report) last released its quarterly earnings data on Monday, May 11th. The company reported $0.36 EPS for the quarter, topping analysts’ consensus estimates of $0.35 by $0.01. Carlyle Secured Lending had a return on equity of 8.99% and a net margin of 19.52%.The business had revenue of $64.08 million during the quarter, compared to the consensus estimate of $65.78 million. On average, equities research analysts expect that Carlyle Secured Lending, Inc. will post 1.36 EPS for the current year.

Carlyle Secured Lending Cuts Dividend

The company also recently declared a quarterly dividend, which will be paid on Thursday, July 16th. Shareholders of record on Tuesday, June 30th will be given a dividend of $0.35 per share. This represents a $1.40 dividend on an annualized basis and a yield of 13.2%. The ex-dividend date of this dividend is Tuesday, June 30th. Carlyle Secured Lending’s payout ratio is 225.35%.

Wall Street Analysts Forecast Growth

CGBD has been the subject of several analyst reports. Wells Fargo & Company dropped their target price on Carlyle Secured Lending from $13.00 to $12.00 and set an “overweight” rating for the company in a research note on Wednesday, May 13th. B. Riley Financial reiterated a “buy” rating on shares of Carlyle Secured Lending in a research note on Tuesday, May 12th. Finally, JPMorgan Chase & Co. dropped their target price on Carlyle Secured Lending from $12.00 to $10.00 and set a “neutral” rating for the company in a research note on Friday, March 13th. Three investment analysts have rated the stock with a Buy rating and four have issued a Hold rating to the stock. According to data from MarketBeat, Carlyle Secured Lending presently has a consensus rating of “Hold” and an average target price of $12.50.

Read Our Latest Report on CGBD

Carlyle Secured Lending Company Profile

(Free Report)

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.