Compass Financial Management LLC Acquires New Position in Carlyle Secured Lending, Inc. $CGBD

Posted by Francis Steltz on Sep 8th, 2026

Compass Financial Management LLC bought a new position in shares of Carlyle Secured Lending, Inc. (NASDAQ:CGBD – Free Report) during the 2nd quarter, according to its most recent disclosure with the SEC. The institutional investor bought 44,160 shares of the company’s stock, valued at approximately $464,000.

A number of other hedge funds also recently added to or reduced their stakes in the business. Allworth Financial LP acquired a new stake in Carlyle Secured Lending during the 2nd quarter worth approximately $27,000. Northwestern Mutual Wealth Management Co. grew its stake in shares of 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 worth $36,000 after acquiring an additional 1,100 shares in the last quarter. Burk Holdings LLC acquired a new position in shares of Carlyle Secured Lending in the second quarter worth $37,000. Kestra Advisory Services LLC purchased a new stake in shares of Carlyle Secured Lending during the fourth quarter worth $47,000. Finally, Tower Research Capital LLC TRC increased its position in shares of Carlyle Secured Lending by 1,011.6% during the second quarter. Tower Research Capital LLC TRC now owns 4,313 shares of the company’s stock worth $59,000 after acquiring an additional 3,925 shares during the period. 24.51% of the stock is currently owned by institutional investors and hedge funds.

Analyst Upgrades and Downgrades

A number of research analysts recently issued reports on the company. B. Riley Financial reiterated a “buy” rating on shares of Carlyle Secured Lending in a report on Tuesday, May 12th. Wells Fargo & Company cut their price target on Carlyle Secured Lending from $13.00 to $12.00 and set an “overweight” rating on the stock in a report on Wednesday, May 13th. Three equities research analysts have rated the stock with a Buy rating and four have assigned a Hold rating to the stock. According to data from MarketBeat, the company currently has a consensus rating of “Hold” and an average target price of $12.50.

Get Our Latest Stock Report on Carlyle Secured Lending

Carlyle Secured Lending Stock Performance

NASDAQ CGBD opened at $11.69 on Tuesday. The company has a quick ratio of 0.79, a current ratio of 0.79 and a debt-to-equity ratio of 1.20. Carlyle Secured Lending, Inc. has a 52 week low of $9.94 and a 52 week high of $13.90. The stock has a market capitalization of $804.39 million, a PE ratio of 22.92 and a beta of 0.64. The firm has a 50 day moving average of $10.86 and a two-hundred day moving average of $11.03.

Carlyle Secured Lending Announces Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Friday, October 16th. Stockholders of record on Wednesday, September 30th will be given a dividend of $0.35 per share. This represents a $1.40 annualized dividend and a dividend yield of 12.0%. The ex-dividend date of this dividend is Wednesday, September 30th. Carlyle Secured Lending’s payout ratio is 274.51%.

Carlyle Secured Lending 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.