145,336 Shares in Chicago Atlantic BDC, Inc. $LIEN Bought by Partners Capital Investment Group LLP

Partners Capital Investment Group LLP purchased a new position in Chicago Atlantic BDC, Inc. (NASDAQ:LIENFree Report) in the second quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor purchased 145,336 shares of the company’s stock, valued at approximately $1,420,000. Partners Capital Investment Group LLP owned approximately 0.64% of Chicago Atlantic BDC as of its most recent filing with the Securities and Exchange Commission.

A number of other institutional investors and hedge funds have also bought and sold shares of the business. Triumph Capital Management bought a new position in shares of Chicago Atlantic BDC in the fourth quarter worth about $32,000. Northwestern Mutual Wealth Management Co. purchased a new stake in shares of Chicago Atlantic BDC during the fourth quarter worth about $63,000. Compass Financial Management LLC bought a new stake in Chicago Atlantic BDC during the 2nd quarter valued at approximately $104,000. Westwood Holdings Group Inc. bought a new stake in Chicago Atlantic BDC during the 2nd quarter valued at approximately $111,000. Finally, XTX Topco Ltd purchased a new position in Chicago Atlantic BDC in the 2nd quarter worth approximately $112,000. 4.36% of the stock is owned by institutional investors.

Insider Transactions at Chicago Atlantic BDC

In other news, major shareholder John Mazarakis purchased 60,000 shares of the company’s stock in a transaction that occurred on Monday, August 17th. The stock was bought at an average cost of $9.44 per share, with a total value of $566,400.00. Following the completion of the purchase, the insider owned 60,000 shares in the company, valued at approximately $566,400. This represents a ∞ increase in their ownership of the stock. The purchase was disclosed in a legal filing with the SEC, which is available through this hyperlink. Also, CIO Scott Gordon purchased 7,500 shares of the business’s stock in a transaction on Thursday, August 20th. The shares were purchased at an average price of $9.70 per share, with a total value of $72,750.00. Following the acquisition, the executive directly owned 86,608 shares in the company, valued at $840,097.60. This represents a 9.48% increase in their ownership of the stock. The disclosure for this purchase is available in the SEC filing. Insiders purchased 113,299 shares of company stock worth $1,077,265 over the last quarter. 12.90% of the stock is owned by company insiders.

Analyst Upgrades and Downgrades

Separately, Zacks Research downgraded Chicago Atlantic BDC from a “strong-buy” rating to a “hold” rating in a research note on Monday, July 13th. One investment analyst has rated the stock with a Hold rating, Based on data from MarketBeat, the stock currently has an average rating of “Hold”.

Read Our Latest Report on Chicago Atlantic BDC

Chicago Atlantic BDC Stock Performance

Shares of NASDAQ LIEN opened at $10.15 on Tuesday. The company has a market cap of $231.62 million, a P/E ratio of 7.30 and a beta of 0.28. Chicago Atlantic BDC, Inc. has a 52-week low of $8.92 and a 52-week high of $11.44. The firm’s fifty day moving average is $9.75 and its two-hundred day moving average is $9.75.

Chicago Atlantic BDC (NASDAQ:LIENGet Free Report) last released its quarterly earnings data on Wednesday, August 12th. The company reported $0.34 EPS for the quarter, missing the consensus estimate of $0.40 by ($0.06). The company had revenue of $13.97 million for the quarter, compared to the consensus estimate of $16.23 million. Chicago Atlantic BDC had a net margin of 52.82% and a return on equity of 11.66%. As a group, analysts forecast that Chicago Atlantic BDC, Inc. will post 1.64 EPS for the current fiscal year.

Chicago Atlantic BDC Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Friday, October 9th. Investors of record on Friday, September 25th will be given a $0.34 dividend. This represents a $1.36 dividend on an annualized basis and a dividend yield of 13.4%. The ex-dividend date is Friday, September 25th. Chicago Atlantic BDC’s payout ratio is currently 97.84%.

Chicago Atlantic BDC Profile

(Free Report)

Chicago Atlantic BDC (NASDAQ:LIEN) is a closed-end management investment company organized as a business development company (BDC). It focuses on providing debt and equity financing solutions to U.S. middle-market companies that demonstrate strong growth potential. Through its public listing, the company offers investors exposure to a diversified portfolio of private credit and equity investments aimed at delivering attractive risk-adjusted returns.

The company’s investment strategy centers on structuring customized credit facilities, including senior secured loans, unitranche loans, mezzanine debt and equity co-investments.

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Institutional Ownership by Quarter for Chicago Atlantic BDC (NASDAQ:LIEN)

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