Bright Futures Wealth Management LLC. Acquires New Position in Carlyle Secured Lending, Inc. $CGBD

Bright Futures Wealth Management LLC. bought a new position in Carlyle Secured Lending, Inc. (NASDAQ:CGBD) during the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm bought 96,474 shares of the company’s stock, valued at approximately $1,206,000. Bright Futures Wealth Management LLC. owned about 0.19% of Carlyle Secured Lending as of its most recent SEC filing.

Several other institutional investors also recently made changes to their positions in CGBD. Royal Bank of Canada raised its position in shares of Carlyle Secured Lending by 1.9% during the 1st quarter. Royal Bank of Canada now owns 275,612 shares of the company’s stock worth $4,460,000 after purchasing an additional 5,054 shares during the period. Envestnet Asset Management Inc. grew its stake in Carlyle Secured Lending by 9.1% during the 2nd quarter. Envestnet Asset Management Inc. now owns 67,308 shares of the company’s stock worth $921,000 after buying an additional 5,599 shares during the last quarter. Ethos Financial Group LLC increased its position in Carlyle Secured Lending by 1.3% in the second quarter. Ethos Financial Group LLC now owns 174,172 shares of the company’s stock worth $2,383,000 after buying an additional 2,301 shares during the period. SMH Capital Advisors Inc. bought a new stake in Carlyle Secured Lending in the second quarter valued at $300,000. Finally, Cascade Financial Partners LLC acquired a new position in shares of Carlyle Secured Lending during the second quarter valued at $600,000. 24.51% of the stock is owned by institutional investors.

Carlyle Secured Lending Stock Down 4.0%

Shares of CGBD stock opened at $11.12 on Monday. Carlyle Secured Lending, Inc. has a 1 year low of $10.87 and a 1 year high of $17.94. The company has a debt-to-equity ratio of 1.31, a quick ratio of 0.85 and a current ratio of 0.85. The business’s fifty day moving average is $12.28 and its 200-day moving average is $12.65. The stock has a market cap of $566.68 million, a PE ratio of 10.90 and a beta of 0.70.

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

Carlyle Secured Lending Announces Dividend

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 paid a dividend of $0.40 per share. The ex-dividend date of this dividend is Tuesday, March 31st. This represents a $1.60 annualized dividend and a dividend yield of 14.4%. Carlyle Secured Lending’s dividend payout ratio (DPR) is currently 156.86%.

Wall Street Analysts Forecast Growth

A number of research firms recently weighed in on CGBD. Citizens Jmp assumed coverage on shares of Carlyle Secured Lending in a report on Monday, December 8th. They issued a “market perform” rating on the stock. B. Riley Financial upgraded shares of Carlyle Secured Lending from a “neutral” rating to a “buy” rating and set a $13.00 target price for the company in a research report on Wednesday, February 25th. JPMorgan Chase & Co. dropped their price target on shares of Carlyle Secured Lending from $12.50 to $12.00 and set a “neutral” rating on the stock in a research note on Thursday, November 6th. Wells Fargo & Company reduced their price objective on Carlyle Secured Lending from $14.00 to $13.00 and set an “overweight” rating for the company in a research report on Friday. Finally, Citigroup assumed coverage on Carlyle Secured Lending in a report on Monday, December 8th. They issued a “market perform” rating for the company. Three analysts have rated the stock with a Buy rating and five have given a Hold rating to the company. According to data from MarketBeat, the stock currently has a consensus rating of “Hold” and an average price target of $13.60.

Key Carlyle Secured Lending News

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.

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.