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PSBD · Palmer Square Capital BDC Inc.

Track PSBD — free
$10.33 -0.07 (-0.67%) At close · Sep 18
Market Cap
$316.63M
Shares
30.65M

Price & Indicators

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20d MA 50d MA 200d MA Earnings Filing Insider Congress Investor day
Close$10.33 Open$10.38 Day$10.27–10.49 52W close$9.45–13.58 Avg vol 30d104K Short int394K · 1.3% float · 5.0d Short vol85% Last earningsAug 5, 2026 DataJan 2024–Sep 2026 Filing10-Q · Aug 5

Up next

Next earnings call
Nov 4, 2026 Est · unconfirmed · in 6 wks
filed Aug 5, 2026

Metrics snapshot

Useful current figures from the complete screener profile.

Revenue (TTM)
$115.02M
Trailing 12 months
Net income (TTM)
−$30.74M
Trailing 12 months
Revenue growth YoY
-13.8%
Year over year
Operating margin
Trailing 12 months
P / E (TTM)
6.2
Trailing earnings · reciprocal yield 16.1%
FCF yield
TTM · current market cap
Return on invested capital
Trailing 12 months
Net cash
$2.45M
Latest balance sheet
Dividend yield
Trailing 12 months
Shares change YoY
-4.2%
Year over year · fewer shares
Price change (1Y)
-23.9%
Trailing year
Short interest
1.3%
Latest settlement · 5.0 days to cover
View all 115 metrics

AI Brief

Q2 FY26 earnings call · Aug 5, 2026
Q2 FY26

TL;DR. PSBD reported Q2 NII of $0.39/share (down from $0.43 year-ago) and NAV of $13.21 (down from $13.30), while completing a CLO refinancing that lowered cost of debt to SOFR+1.39% from SOFR+1.72% and expanding the share repurchase program to $30 million, actions management expects to be accretive beginning in Q4 2026.

Bullish
  • + CLO refinancing lowered weighted-average cost of debt and extended tenor, expected to be accretive starting Q4 2026.
  • + Portfolio credit quality remained resilient with non-accruals at just 0.29%.
Bearish
  • NII per share fell to $0.39 from $0.43 year-ago on lower base rates.
  • Total investment income declined 13.8% year-over-year to $27.3 million.

AI-generated from the earnings call and 8-K · may contain errors · not investment advice

Equibles Rating

blended score · not investment advice
Overall
Neutral
SellHoldBuy
Technical Neutral Momentum Weak Sentiment Neutral Fundamentals Limited Quant / Vol Very Low
Market backdrop VIX 14.8 · calm Equity put/call 0.58
Technical
price trend
Neutral
50 / 200-day cross No cross
Price vs 200-day avg −5%
below
Price vs 50-day avg +2%
above
RSI (14) 53
neutral
MACD trend Negative
52-week position 21%
mid-range
Momentum
relative strength
Weak
1-month return +1%
trailing
6-month return +5%
trailing
YTD return −15%
this year
Relative strength −15%
vs S&P · 6-mo
Sentiment
smart money
Neutral
Trend (MA cross) No cross
50d $10 › 200d $11 — 200d above 50d
Institutional flow Distributing
-9% holders QoQ · +7 funds added
Insider flow Accumulating
Net +$1.5M over 90 days · 0% sells
Short interest Rising
1.28% of float · ▲ +7.4% MoM · 5.0 days cover
Volume signal Normal
Volume near normal
Institution breadth Steady
42 holders — mid 2-yr range
Squeeze score 60
elevated · 0–100
Fundamentals
Limited
Not enough data for a confident read.
Quant / Vol
risk profile
Very Low
Volatility 24%
annualized · 1-yr
Max drawdown −30%
past year
ATR 1.9%
of price · 14-day

Blended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.

Technicals

trend & momentum for long-term holders Neutral
1 · 4 · 1
50 / 200-day cross
No cross Neutral
Price vs 200-day avg
−5% Neutral
Price vs 50-day avg
+2% Bullish
RSI (14)
53 Neutral
MACD trend
Negative Bearish
52-week position
21% Neutral
Market signals — smart money & positioning
Bearish · 2 of 6
Trend (MA cross) No cross
50d $10 › 200d $11 — 200d above 50d
Institutional flow Distributing
-9% holders QoQ · +7 funds added
Insider flow Accumulating
Net +$1.5M over 90 days · 0% sells
Short interest Rising
1.28% of float · ▲ +7.4% MoM · 5.0 days cover
Volume signal Normal
Volume near normal
Institution breadth Steady
42 holders — mid 2-yr range
Price context
position in its 52-week range
Range low $9 Now $10 · 21% Range high $14
vs 200-day avg -5% vs 50-day avg +2%

Illustrative technical + ownership context — a signal mix, not investment advice.

Key metrics

Earlier KPI extraction records exist, but do not meet the current evidence-completeness requirements. No current verified series is available. Earlier figures remain withheld until revalidated; this is not evidence that the company reports no KPIs.

Versus peers

Asset Management — same industry group
Open screener →
Company Mkt cap YTD Rev growth Y/Y P/E Short % shares
PSBD
Palmer Square Capital BDC Inc.
this stock
$316.63M -15.3% 1.3%
BLK
BlackRock, Inc.
$344.91B -0.1% +16.2% 25.4 0.6%
BX
Blackstone Inc.
$94.92B -18.9% +9.2% 28.4 2.9%
KKR
KKR & Co. Inc.
$88.70B -22.5% -11.0% 1.5%
BN
BROOKFIELD Corp /ON/
$83.40B -18.3% 1.0%

Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding

At a glance

key data from every section
Ownership
Institutional Holders Reducing
Holders
42
% held
51.6%
Net QoQ
-609.1K sh
Top holder
OV Management LLC
Held Float
View
Held by Funds
Fund positions
4
View
Short & Settlement
Short Interest Rising
Shares short
393.5K
Days to cover
5.0d
Change
+27.2K sh
View
Short Volume
Short vol %
85%
As of
Sep 18, 2026
Short Total
View
Fails to Deliver
FTD shares
280
Value
$2.9K
As of
Aug 25, 2026
View
Off-Exchange
Off-exchange %
31.5%
Week of
Aug 10, 2026
Off-exch Lit
View
Smart Money
Insider Trades Net buying
Net (90d)
+$1.5M
Buyers / Sellers
1 / 0
Buyers Sellers
View
Financials
Financials
Net income (FY)
$-3.2M
EPS diluted
$1.66
View
Filings
SEC Filings
Latest
8-K
Filed
Sep 15, 2026
This year
22
View
Proposed Sales
Value
$8.1M
Shares
657.5K
Filed
Nov 6, 2025
View
Exempt Offerings
Offering
Indefinite
Filed
Jan 27, 2020
View
Earnings & Events
Earnings Calls
Last call
Aug 5, 2026
View

Performance

5D 20D 120D MTD YTD
PSBD +1.7% +0.9% +4.7% -1.2% -15.3%
SPY -0.3% -0.1% +20.1% -0.7% +11.7%
vs SPY +2.0% +1.0% -15.5% -0.5% -27.0%
Key facts CIK 1794776 CUSIP 69702V107 13F (30d) 1 filings 1 filers Visit website Investor relations