Ratings by Raymond James (Robert Dodd)
| Date | Company | Symbol | Type | Rating (Past) |
PT (Past) |
Start $ (End $) |
% Chg. | Details |
|---|---|---|---|---|---|---|---|---|
| 3/5/2026 | Morgan Stanley Direct Lending | MSDL | Maintain | Outperform (N/A) |
|
Details | ||
| 3/5/2026 | Goldman Sachs BDC, Inc. | GSBD | Maintain | Market Perform (N/A) |
|
Details | ||
| 3/2/2026 | Fidus Investment Corp | FDUS | Maintain | Outperform (N/A) |
|
Details | ||
| 2/26/2026 | Crescent BDC | CCAP | Maintain | Outperform (N/A) |
|
Details | ||
| 2/26/2026 | Carlyle Secured Lending Inc | CGBD | Maintain | Outperform (N/A) |
|
Details | ||
| 2/25/2026 | Solar Capital | SLRC | Maintain | Outperform (N/A) |
|
Details | ||
| 12/19/2025 | Jefferson Capital | JCAP | Maintain | Outperform (N/A) |
|
Details | ||
| 11/13/2025 | Crescent BDC | CCAP | Maintain | Outperform (N/A) |
|
Details | ||
| 11/10/2025 | MidCap Financial Investment Corp | MFIC | Maintain | Outperform (N/A) |
|
Details | ||
| 10/7/2025 | MidCap Financial Investment Corp | MFIC | Upgrade | Outperform (Market Perform) |
11.71 (10.40) |
-11.19% | Details | |
| 10/7/2025 | Morgan Stanley Direct Lending | MSDL | Upgrade | Outperform (Market Perform) |
16.57 (14.76) |
-10.92% | Details | |
| 10/7/2025 | Carlyle Secured Lending Inc | CGBD | Upgrade | Outperform (Market Perform) |
12.27 (11.02) |
-10.19% | Details | |
| 10/7/2025 | Capital Southwest Corp | CSWC | Downgrade | Market Perform (Outperform) |
21.64 (22.18) |
2.5% | Details | |
| 10/7/2025 | Blue Owl Capital Corp. | OBDC | Upgrade | Outperform (Market Perform) |
12.54 (11.47) |
-8.53% | Details | |
| 8/15/2025 | Jefferson Capital | JCAP | Maintain | Outperform (N/A) |
|
Details | ||
| 8/8/2025 | Capital Southwest Corp | CSWC | Maintain | Outperform (N/A) |
|
Details | ||
| 7/21/2025 | Jefferson Capital | JCAP | New Coverage | Outperform (N/A) |
16.70 (21.38) |
28.02% | Details | |
| 7/17/2025 | Carlyle Secured Lending | CGBD | New Coverage | Market Perform (N/A) |
0.00 (11.02) |
0% | Details | |
| 5/16/2025 | Crescent BDC | CCAP | Maintain | Outperform (N/A) |
|
Details | ||
| 5/16/2025 | Capital Southwest Corp | CSWC | Maintain | Outperform (N/A) |
|
Details | ||
| 2/24/2025 | MSC Income Fund Inc | MSIF | New Coverage | Market Perform (N/A) |
17.37 (12.62) |
-27.35% | Details | |
| 2/14/2025 | TPG Specialty Lending | TSLX | Maintain | Outperform (N/A) |
|
Details | ||
| 2/6/2025 | Ares Capital | ARCC | Downgrade | Market Perform (Outperform) |
23.81 (18.74) |
-21.29% | Details | |
| 2/5/2025 | Golub Capital BDC | GBDC | Maintain | Market Perform (N/A) |
|
Details | ||
| 2/4/2025 | Capital Southwest Corp | CSWC | Maintain | Outperform (N/A) |
|
Details | ||
| 12/20/2024 | PennantPark Floating Rate Capital | PFLT | New Coverage | Market Perform (N/A) |
10.71 (8.12) |
-24.18% | Details | |
| 11/8/2024 | WhiteHorse Finance | WHF | Downgrade | Market Perform (Outperform) |
11.70 (7.42) |
-36.58% | Details | |
| 8/9/2024 | Blue Owl Capital Corp. | OBDC | Downgrade | Market Perform (Outperform) |
14.68 (11.47) |
-21.87% | Details | |
| 5/13/2024 | Morgan Stanley Direct Lending | MSDL | Downgrade | Market Perform (Outperform) |
23.32 (14.76) |
-36.71% | Details | |
| 5/10/2024 | PennantPark Investment | PNNT | Downgrade | Market Perform (Outperform) |
7.85 (4.87) |
-37.96% | Details | |
| 5/8/2024 | Golub Capital BDC | GBDC | Downgrade | Market Perform (Outperform) |
16.83 (12.12) |
-27.99% | Details | |
| 3/1/2024 | TCP Capital | TCPC | Downgrade | Market Perform (Outperform) |
11.16 (3.82) |
-65.77% | Details | |
| 2/29/2024 | Blackstone Secured Lending Fund | BXSL | Downgrade | Market Perform (Outperform) |
29.63 (23.82) |
-19.61% | Details | |
| 2/26/2024 | Fortress Transportation | FTAI | Maintain | Outperform (N/A) |
|
Details | ||
| 2/20/2024 | Morgan Stanley Direct Lending | MSDL | New Coverage | Outperform (N/A) |
20.45 (14.76) |
-27.82% | Details | |
| 8/14/2023 | Blackstone Secured Lending Fund | BXSL | Maintain | Outperform (N/A) |
|
Details | ||
| 8/9/2023 | Capital Southwest Corp | CSWC | Maintain | Outperform (N/A) |
|
Details | ||
| 8/9/2023 | Golub Capital BDC | GBDC | Upgrade | Outperform (Market Perform) |
14.38 (12.12) |
-15.72% | Details | |
| 7/12/2023 | Saratoga Investment | SAR | Downgrade | Market Perform (Outperform) |
26.38 (23.22) |
-11.98% | Details | |
| 4/27/2023 | Fortress Transportation | FTAI | Maintain | Outperform (N/A) |
|
Details | ||
| 3/2/2023 | Stellus Capital | SCM | Downgrade | Market Perform (Outperform) |
15.68 (9.69) |
-38.2% | Details | |
| 3/1/2023 | TCP Capital | TCPC | Maintain | Outperform (N/A) |
|
Details | ||
| 2/28/2023 | Blackstone Secured Lending Fund | BXSL | Maintain | Outperform (N/A) |
|
Details | ||
| 2/10/2023 | PennantPark Investment | PNNT | Maintain | Outperform (N/A) |
|
Details | ||
| 11/21/2022 | Barings BDC Inc. | BBDC | Maintain | Outperform (N/A) |
|
Details | ||
| 10/26/2022 | Ares Capital | ARCC | Maintain | Outperform (N/A) |
|
Details | ||
| 10/6/2022 | Saratoga Investment | SAR | Maintain | Outperform (N/A) |
|
Details | ||
| 10/5/2022 | Crescent BDC | CCAP | Maintain | Outperform (N/A) |
|
Details | ||
| 8/11/2022 | Barings BDC Inc. | BBDC | Downgrade | Outperform (Strong Buy) |
10.34 (8.23) |
-20.41% | Details | |
| 8/11/2022 | WhiteHorse Finance | WHF | Maintain | Outperform (N/A) |
|
Details | ||
| 8/8/2022 | Main Street Capital | MAIN | Downgrade | Market Perform (Outperform) |
44.38 (57.37) |
29.27% | Details | |
| 8/8/2022 | Newtek Business Services | NEWT | Upgrade | Market Perform (Underperform) |
20.89 (12.08) |
-42.17% | Details | |
| 8/5/2022 | Owl Rock | ORCC | Maintain | Outperform (N/A) |
|
Details | ||
| 8/5/2022 | Stellus Capital | SCM | Maintain | Outperform (N/A) |
|
Details | ||
| 8/5/2022 | PennantPark Investment | PNNT | Maintain | Outperform (N/A) |
|
Details | ||
| 8/2/2022 | Fortress Transportation | FTAI | Maintain | Outperform (N/A) |
|
Details | ||
| 7/8/2022 | Saratoga Investment | SAR | Maintain | Outperform (N/A) |
|
Details | ||
| 5/13/2022 | Blackstone Secured Lending Fund | BXSL | Upgrade | Outperform (Market Perform) |
25.05 (23.82) |
-4.91% | Details | |
| 5/5/2022 | Solar Capital | SLRC | Maintain | Outperform (N/A) |
|
Details | ||
| 4/6/2022 | Gladstone Capital | GLAD | New Coverage | Market Perform (N/A) |
11.87 (18.15) |
52.91% | Details | |
| 3/4/2022 | WhiteHorse Finance | WHF | Maintain | Outperform (N/A) |
|
Details | ||
| 2/25/2022 | Owl Rock | ORCC | Maintain | Outperform (N/A) |
|
Details | ||
| 2/14/2022 | Blackstone Secured Lending Fund | BXSL | Upgrade | Market Perform (Underperform) |
29.77 (23.82) |
-19.99% | Details | |
| 12/28/2021 | Blackstone Secured Lending Fund | BXSL | Downgrade | Underperform (Market Perform) |
37.18 (23.82) |
-35.93% | Details | |
| 11/22/2021 | Blackstone Secured Lending Fund | BXSL | New Coverage | Market Perform (N/A) |
32.25 (23.82) |
-26.14% | Details | |
| 11/9/2021 | Prospect Capital Corporation | PSEC | Upgrade | Market Perform (Underperform) |
8.58 (2.73) |
-68.18% | Details | |
| 11/8/2021 | Main Street Capital | MAIN | Maintain | Outperform (N/A) |
|
Details | ||
| 11/4/2021 | TPG Specialty Lending | TSLX | Maintain | Outperform (N/A) |
|
Details | ||
| 10/27/2021 | Ares Capital | ARCC | Maintain | Outperform (N/A) |
|
Details | ||
| 9/24/2021 | PennantPark Investment | PNNT | Maintain | Outperform (N/A) |
|
Details | ||
| 8/26/2021 | Investcorp Credit Management BDC, Inc. | ICMB | Downgrade | Market Perform (Outperform) |
6.25 (2.81) |
-55.04% | Details | |
| 8/9/2021 | Main Street Capital | MAIN | Maintain | Outperform (N/A) |
|
Details | ||
| 8/3/2021 | Newtek Business Services | NEWT | Downgrade | Underperform (Market Perform) |
34.59 (12.08) |
-65.08% | Details | |
| 8/2/2021 | Ares Capital | ARCC | Maintain | Outperform (N/A) |
|
Details | ||
| 6/22/2021 | Saratoga Investment | SAR | New Coverage | Outperform (N/A) |
26.15 (23.22) |
-11.2% | Details | |
| 5/10/2021 | Main Street Capital | MAIN | Maintain | Outperform (N/A) |
|
Details | ||
| 5/6/2021 | TPG Specialty Lending | TSLX | Maintain | Outperform (N/A) |
|
Details | ||
| 3/26/2021 | Main Street Capital | MAIN | Upgrade | Outperform (Market Perform) |
38.72 (57.37) |
48.17% | Details | |
| 3/8/2021 | Stellus Capital | SCM | Maintain | Outperform (N/A) |
|
Details | ||
| 3/3/2021 | WhiteHorse Finance | WHF | Maintain | Outperform (N/A) |
|
Details | ||
| 2/26/2021 | TCP Capital | TCPC | Upgrade | Outperform (Market Perform) |
12.62 (3.82) |
-69.73% | Details | |
| 2/11/2021 | Ares Capital | ARCC | Maintain | Outperform (N/A) |
|
Details | ||
| 2/10/2021 | Fortress Transportation | FTAI | Maintain | Outperform (N/A) |
|
Details | ||
| 1/13/2021 | Stellus Capital | SCM | Maintain | Outperform (N/A) |
|
Details | ||
| 1/8/2021 | TPG Specialty Lending | TSLX | Maintain | Outperform (N/A) |
|
Details | ||
| 1/8/2021 | Capital Southwest Corp | CSWC | Maintain | Outperform (N/A) |
|
Details | ||
| 1/8/2021 | Ares Capital | ARCC | Maintain | Outperform (N/A) |
|
Details | ||
| 12/9/2020 | Fortress Transportation | FTAI | Maintain | Outperform (N/A) |
|
Details | ||
| 12/7/2020 | FS KKR Group | FSK | Downgrade | Market Perform (Outperform) |
19.13 (10.69) |
-44.12% | Details | |
| 11/18/2020 | WhiteHorse Finance | WHF | Maintain | Outperform (N/A) |
|
Details | ||
| 11/18/2020 | Fidus Investment Corp | FDUS | Maintain | Outperform (N/A) |
|
Details | ||
| 11/6/2020 | TPG Specialty Lending | TSLX | Upgrade | Outperform (Market Perform) |
17.26 (18.33) |
6.2% | Details | |
| 8/5/2020 | Ares Capital | ARCC | Maintain | Outperform (N/A) |
|
Details | ||
| 6/24/2020 | Barings BDC Inc. | BBDC | Upgrade | Strong Buy (Outperform) |
7.42 (8.23) |
10.92% | Details | |
| 6/24/2020 | TCP Capital | TCPC | Downgrade | Market Perform (Outperform) |
9.29 (3.82) |
-58.88% | Details | |
| 6/24/2020 | TPG Specialty Lending | TSLX | Downgrade | Market Perform (Outperform) |
16.91 (18.33) |
8.4% | Details | |
| 6/24/2020 | FS KKR Group | FSK | Upgrade | Outperform (Market Perform) |
14.27 (10.69) |
-25.09% | Details | |
| 5/7/2020 | TPG Specialty Lending | TSLX | Maintain | Outperform (N/A) |
|
Details | ||
| 4/16/2020 | TPG Specialty Lending | TSLX | Upgrade | Outperform (Market Perform) |
15.16 (18.33) |
20.91% | Details | |
| 4/16/2020 | Owl Rock | ORCC | Upgrade | Outperform (Market Perform) |
12.68 (13.48) |
6.31% | Details | |
| 4/16/2020 | Ares Capital | ARCC | Upgrade | Outperform (Market Perform) |
13.18 (23.81) |
80.65% | Details | |
| 4/13/2020 | WhiteHorse Finance | WHF | Maintain | Outperform (N/A) |
|
Details | ||
| 4/13/2020 | Stellus Capital | SCM | Maintain | Outperform (N/A) |
|
Details | ||
| 4/13/2020 | Solar Capital | SLRC | Maintain | Outperform (N/A) |
|
Details | ||
| 4/13/2020 | PennantPark Investment | PNNT | Maintain | Outperform (N/A) |
|
Details | ||
| 4/13/2020 | Investcorp Credit Management BDC, Inc. | ICMB | Maintain | Outperform (N/A) |
|
Details | ||
| 4/13/2020 | Fidus Investment Corp | FDUS | Maintain | Outperform (N/A) |
|
Details | ||
| 4/13/2020 | Capital Southwest Corp | CSWC | Maintain | Outperform (N/A) |
|
Details | ||
| 4/13/2020 | TCP Capital | TCPC | Maintain | Outperform (N/A) |
|
Details | ||
| 4/13/2020 | Barings BDC Inc. | BBDC | Maintain | Outperform (N/A) |
|
Details | ||
| 3/27/2020 | Apollo Investment | AINV | Downgrade | Market Perform (Outperform) |
7.64 (13.65) |
78.66% | Details | |
| 3/16/2020 | Newtek Business Services | NEWT | Upgrade | Market Perform (Underperform) |
13.77 (12.08) |
-12.27% | Details | |
| 2/24/2020 | Goldman Sachs BDC, Inc. | GSBD | Downgrade | Market Perform (Outperform) |
22.45 (9.35) |
-58.35% | Details | |
| 2/21/2020 | TPG Specialty Lending | TSLX | Downgrade | Market Perform (Outperform) |
22.65 (18.33) |
-19.07% | Details | |
| 2/10/2020 | Owl Rock | ORCC | Upgrade | Market Perform (Underperform) |
15.84 (13.48) |
-14.9% | Details | |
| 1/8/2020 | Newtek Business Services | NEWT | Downgrade | Underperform (Market Perform) |
22.89 (13.77) |
-39.84% | Details | |
| 1/3/2020 | Owl Rock | ORCC | Downgrade | Underperform (Market Perform) |
17.89 (13.48) |
-24.65% | Details | |
| 12/12/2019 | Capital Southwest Corp | CSWC | New Coverage | Outperform (N/A) |
21.95 (22.18) |
1.05% | Details | |
| 11/8/2019 | Newtek Business Services | NEWT | Downgrade | Market Perform (Outperform) |
22.09 (22.89) |
3.62% | Details | |
| 10/22/2019 | Owl Rock | ORCC | Downgrade | Market Perform (Outperform) |
16.96 (13.48) |
-20.52% | Details | |
| 10/22/2019 | Main Street Capital | MAIN | Downgrade | Market Perform (Outperform) |
42.17 (57.37) |
36.04% | Details | |
| 10/22/2019 | Ares Capital | ARCC | Downgrade | Market Perform (Outperform) |
18.56 (18.74) |
0.97% | Details | |
| 10/11/2019 | Fidus Investment Corp | FDUS | Downgrade | Outperform (Strong Buy) |
14.56 (18.01) |
23.7% | Details | |
| 9/16/2019 | Investcorp Credit Management BDC, Inc. | ICMB | Maintain | Market Perform (N/A) |
|
Details | ||
| 8/7/2019 | Apollo Investment | AINV | Maintain | Outperform (N/A) |
|
Details | ||
| 8/2/2019 | Compass Diversified | CODI | Downgrade | Market Perform (Outperform) |
19.20 (6.33) |
-67.03% | Details | |
| 7/31/2019 | Ares Capital | ARCC | Maintain | Outperform (N/A) |
|
Details | ||
| 6/18/2019 | WhiteHorse Finance | WHF | New Coverage | Outperform (N/A) |
13.97 (7.42) |
-46.89% | Details | |
| 6/5/2019 | FS KKR Group | FSK | New Coverage | Market Perform (N/A) |
5.95 (10.69) |
79.66% | Details | |
| 5/13/2019 | Main Street Capital | MAIN | Maintain | Outperform (N/A) |
|
Details | ||
| 5/13/2019 | Goldman Sachs BDC, Inc. | GSBD | Downgrade | Outperform (Strong Buy) |
20.74 (9.35) |
-54.92% | Details | |
| 5/3/2019 | Newtek Business Services | NEWT | Maintain | Outperform (N/A) |
|
Details | ||
| 4/17/2019 | Solar Capital | SLRC | New Coverage | Outperform () |
21.36 (14.49) |
-32.16% | Details | |
| 3/11/2019 | Newtek Business Services | NEWT | Maintain | Outperform (N/A) |
|
Details | ||
| 3/11/2019 | THL Credit | TCRD | Upgrade | Market Perform (Underperform) |
6.67 (3.61) |
-45.88% | Details | |
| 3/4/2019 | Goldman Sachs BDC, Inc. | GSBD | Maintain | Strong Buy (N/A) |
|
Details | ||
| 3/1/2019 | TCP Capital | TCPC | Maintain | Outperform (N/A) |
|
Details | ||
| 12/24/2018 | Newtek Business Services | NEWT | Upgrade | Outperform (Market Perform) |
16.33 (12.08) |
-26.03% | Details | |
| 11/9/2018 | THL Credit | TCRD | Downgrade | Underperform (Market Perform) |
7.67 (6.67) |
-13.04% | Details | |
| 11/7/2018 | Monroe Capital | MRCC | Downgrade | Market Perform (Outperform) |
12.61 (4.24) |
-66.38% | Details | |
| 11/5/2018 | Main Street Capital | MAIN | Upgrade | Outperform (Market Perform) |
37.45 (57.37) |
53.19% | Details | |
| 9/11/2018 | Barings BDC Inc. | BBDC | Upgrade | Outperform (Underperform) |
10.34 (8.23) |
-20.41% | Details | |
| 8/28/2018 | Newtek Business Services | NEWT | Downgrade | Underperform (Market Perform) |
23.42 (16.33) |
-30.27% | Details |
