Insider Trading March 23, 2026

Treasurer Taylor Francis Buys $2,603 of Carlyle Secured Lending Stock

Insider increases holdings as the business reports a narrow EPS miss, modest NAV decline and a 14.6% dividend yield

By Nina Shah CGBD
Treasurer Taylor Francis Buys $2,603 of Carlyle Secured Lending Stock
CGBD

Taylor Francis, treasurer at Carlyle Secured Lending, Inc. (NASDAQ: CGBD), purchased 232 shares of the company on March 20, 2026, at $11.22 per share, a $2,603 transaction that raises his direct ownership to 441 shares. The trade occurs while CGBD trades near $11.26 with a 14.6% dividend yield. The company reported fourth-quarter 2025 results with a slight EPS shortfall and a small decrease in net asset value per share, prompting an adjustment to Raymond James' price target while the firm kept an Outperform rating.

Key Points

  • Treasurer Taylor Francis purchased 232 shares at $11.22 on March 20, 2026, increasing his direct stake to 441 shares.
  • Carlyle Secured Lending reported Q4 2025 EPS of $0.36 versus a $0.37 forecast and revenue of $66.91 million, roughly matching expectations.
  • NAV fell slightly to $16.26 from $16.36; Raymond James cut its price target to $12.50 from $13.50 while keeping an Outperform rating.

Insider purchase details

Taylor Francis, serving as treasurer at Carlyle Secured Lending, Inc. (NASDAQ: CGBD), added 232 shares of the company on March 20, 2026, paying $11.22 per share. The purchase totaled $2,603. After the trade, Francis directly holds 441 shares of Carlyle Secured Lending.

Market context and dividend profile

At the time of the filing the stock was trading at $11.26 and the company carried a reported dividend yield of 14.6%. Carlyle Secured Lending is noted as having continued dividend payments for 10 consecutive years. The purchase by an insider comes against that yield and the public trading price cited in the filing.

Recent quarterly results

Carlyle Secured Lending reported fourth-quarter 2025 earnings showing earnings per share (EPS) of $0.36, narrowly missing the forecasted $0.37 - a negative surprise of -2.7%. Revenue for the quarter was $66.91 million, which essentially matched expectations of $66.90 million. Management highlighted record origination activity and described credit performance as stable during the period.

Despite the operating items above, the company's net asset value (NAV) per share decreased to $16.26 from $16.36 in the prior quarter.

Analyst reaction and investment income figures

Raymond James reacted to the quarterly disclosure by reducing its price target on Carlyle Secured Lending to $12.50 from $13.50, while maintaining an Outperform rating. The firm also flagged net investment income that fell below internal core estimates and consensus: reported net investment income was $0.36 per share versus a core estimate of $0.39 and consensus of $0.40.

Where to look for deeper analysis

For investors seeking more granular coverage on valuation and the sustainability of the dividend, InvestingPro is referenced as providing a Pro Research Report that covers CGBD alongside more than 1,400 other U.S. equities.


Key takeaways

  • Treasurer Taylor Francis purchased 232 shares at $11.22 on March 20, 2026, bringing his direct holding to 441 shares.
  • Carlyle Secured Lending reported Q4 2025 EPS of $0.36, a slight miss versus $0.37 expected, with revenue of $66.91 million roughly in line with estimates.
  • NAV per share dipped modestly to $16.26 from $16.36; Raymond James cut its price target to $12.50 but kept an Outperform rating.

Risks and uncertainties

  • Small EPS shortfall relative to expectations indicates execution or margin pressures that could affect near-term earnings - relevant to investors focused on financials and credit-sensitive asset managers.
  • Net investment income missed core and consensus estimates, suggesting potential volatility in income generation for the fund.
  • A decline in NAV per share, even modest, highlights valuation sensitivity and could influence investor sentiment for closed-end or lending-focused funds.

Risks

  • Slight EPS miss may reflect pressures on earnings or margins, a risk for financial sector investors.
  • Net investment income came in below core and consensus estimates, creating uncertainty around income stability for the fund.
  • A modest decrease in NAV per share points to valuation sensitivity and potential headwinds for closed-end or lending-focused investment vehicles.

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