Group 1 - Trinity Capital Inc. (TRIN) is highlighted as one of the top three Business Development Companies (BDCs) alongside Kayne Anderson BDC, Inc. (KBDC) and Fidus Investment (FDUS) [1] Group 2 - Roberts Berzins has over a decade of experience in financial management, focusing on helping top-tier corporates with financial strategies and large-scale financings [2] - He has contributed to institutionalizing the REIT framework in Latvia to enhance the liquidity of pan-Baltic capital markets [2] - His policy-level work includes developing national SOE financing guidelines and frameworks for channeling private capital into affordable housing [2]

Core Viewpoint - Goldman Sachs BDC, Inc. reported its financial results for the fourth quarter and the year ended December 31, 2025, highlighting a net investment income per share of $0.37, which corresponds to an annualized net investment income yield of 11.7% on book value [1]. Financial Performance - For the quarter ended December 31, 2025, the net investment income per share was $0.37 [1]. - The annualized net investment income yield on book value was reported at 11.7% [1].

We recently published an article titled 13 Best Internet of Things (IoT) Stocks to Buy Now. On February 12, Belden Inc. (NYSE:BDC) reported fourth-quarter results that exceeded expectations, with revenue of $720.12 million compared to consensus estimates of $696.97 million. Management characterized 2025 as a year of measurable progress and expanded market traction, supported by record orders and operational execution. Full-year revenue reached a record of approximately $2.7 billion, representing 10% year- ...

Core Viewpoint - The article presents a perspective that may conflict with the views of many BDC income investors, indicating a divergence in investment strategies and expectations [1]. Group 1: Analyst Background - Roberts Berzins has over a decade of experience in financial management, assisting top-tier corporates in shaping financial strategies and executing large-scale financings [2]. - He has contributed to institutionalizing the REIT framework in Latvia to enhance the liquidity of pan-Baltic capital markets [2]. - His policy-level work includes developing national SOE financing guidelines and frameworks for channeling private capital into affordable housing [2]. - Berzins holds a CFA Charter and an ESG investing certificate, and has interned at the Chicago Board of Trade [2]. Group 2: Disclosure Information - The analyst has no stock, option, or similar derivative positions in any mentioned companies and does not plan to initiate any such positions within the next 72 hours [3]. - The article expresses the analyst's own opinions and is not compensated for it, aside from Seeking Alpha [3]. - Seeking Alpha clarifies that past performance does not guarantee future results and does not provide specific investment recommendations [4].

On February 17, 2026, Daventry Group, LP disclosed a new position in Belden (NYSE:BDC), acquiring 94,600 shares in a trade estimated at $11.03 million. What happened According to an SEC filing dated February 17, 2026, Daventry Group initiated a new position in Belden during the fourth quarter of 2025, acquiring 94,600 shares. The stake’s quarter-end value was $11.03 million, representing the value of the shares acquired. What else to know This was a new position for Daventry Group, LP; the stake accou ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K _________________________ (Mark One) ☑ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2025 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File No. 001-12561 BELDEN INC. (Exact name of registrant as specified in its charter) _________________________________ Del ...

Core Viewpoint - Goldman Sachs has raised price targets by over 10% on four blue-chip dividend stocks, indicating optimism about their future performance and potential for growth [1]. Group 1: Price Target Increases - Goldman Sachs raised the price target for Applied Materials from $310 to $390, reflecting a significant increase of 26% [1]. - The price target for Belden was increased from $144 to $175, representing a 21.5% rise [1]. - BorgWarner's target price was raised from $54 to $78, marking a 44.4% increase [1]. - Cameco's price target was increased from $115 to $131, which is a 13.9% rise [2]. Group 2: Company Profiles - **Applied Materials**: A semiconductor capital equipment company that provides solutions for the semiconductor and display industries, operating in three segments: Display, Applied Global Services, and Semiconductor Systems [1]. - **Belden**: A global supplier of connection solutions, focusing on network infrastructure and broadband solutions, with applications in various vertical markets including healthcare and data centers [1]. - **BorgWarner**: Engaged in clean-technology solutions for vehicles, the company operates in four segments, including PowerDrive Systems and Battery & Charging Systems, focusing on electric and hybrid vehicle technologies [1]. - **Cameco**: A Canadian company that supplies uranium fuel for nuclear reactors, involved in uranium mining and refining, with operations at Cigar Lake and McArthur River mines [2].

Core Insights - The company's Q4 2025 financial report highlights growth in performance, profitability, and institutional expectations [1] Group 1: Performance Overview - Q4 2025 revenue reached $697 million, representing a year-over-year increase of 4.64%; earnings per share were $1.55, up 9.15% [2] - The organic growth of 10% in the automation solutions segment was the main driver of this performance [2] Group 2: Stock Performance - Prior to the earnings report (February 5 to 11), the stock price increased by 10.60%, peaking at $141.27, with a volatility of 15.31% [3] - On February 6, the stock surged by 6.10% with a trading volume of $72.19 million, indicating intensified short-term trading activity [3] Group 3: Institutional Perspectives - As of February 2026, 86% of institutions rated the stock as "buy" or "hold," with a target average price of $144.40, indicating potential upside from the current price of $141.27 [4] - Institutions forecast a 12.19% year-over-year increase in net profit for Q4, expressing long-term optimism about the transformation potential in industrial automation and physical AI solutions [4] Group 4: Financial Condition - As of Q3 2025, the company reported operating cash flow of $105 million and free cash flow of $65.325 million, with a debt-to-asset ratio of 63.86% and a current ratio of 1.99, indicating stable solvency [5]

Group 1 - Belden Inc. has reported its Q4 and full-year financial results, prompting a detailed analysis of its performance and future outlook [1] - The company is viewed as a long-term investment opportunity, with a focus on maintaining a balanced portfolio that includes growth, value, and dividend-paying stocks [1] Group 2 - The analysis emphasizes a preference for value investments, indicating a strategic approach to stock selection [1]

Belden Inc. ( BDC ) just reported Q4 and full-year numbers , so I thought I’d go through them in more detail and give some comments on its outlook and why I think weMSc in Finance. Long-term horizon investor mostly with 5-10 year horizon. I like to keep investing simple. I believe a portfolio should consist of a mix of growth, value, and dividend-paying stocks but usually end up looking for value more than anything. I also sell options from time to time.Analyst’s Disclosure: I/we have no stock, option or si ...