Kayne Anderson BDC (KBDC) Return on Equity [ROE] (2022 - 2026)
Kayne Anderson BDC (KBDC) recorded Return on Equity [ROE] of 3.38% in Q2 2026, down 1.72 percentage points from 5.10% a year earlier and down 0.11 percentage points from the prior quarter.
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Analysis
Kayne Anderson BDC (KBDC) Return on Equity [ROE] (2022 - 2026) Analysis & Trends
For FY2025, Kayne Anderson BDC reported Return on Equity [ROE] of 3.45%, down 3.72 percentage points from FY2024.
- Annual Return on Equity [ROE] has a three-year change of -6.68 percentage points (FY2022 to FY2025).
- Across earlier years, Return on Equity [ROE] came in at 7.17% in FY2024 (-4.92 pp), 12.09% in FY2023 (+1.96 pp) and 10.12% in FY2022.
- The Q2 2026 figure is the lowest quarterly Return on Equity [ROE] in data going back to Q2 2022.
- On a year-over-year basis, Return on Equity [ROE] has declined for nine consecutive quarters, with an average year-over-year change of -3.58 percentage points over the last eight quarters.
- Peak year-over-year performance for Return on Equity [ROE] in the last five years was a gain of 4.33 percentage points in Q2 2023, against a drop of 4.69 percentage points in Q4 2025 at the low end.
- Per Business Quant, the preceding three quarters came in at 3.49% (Q1 2026), 3.52% (Q4 2025) and 4.17% (Q3 2025).
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | ROE (Qtr) |
|---|---|---|---|---|---|
| 1 | Rocket Companies | 43.26 Bn | 28.94 Bn | - | 2.01% |
| 2 | Orix | 42.40 Bn | 42.90 Bn | - | 13.99% |
| 3 | Royalty Pharma | 33.56 Bn | 33.47 Bn | - | 13.69% |
| 4 | Federal National Mortgage Association Fannie Mae | 24.47 Bn | 24.47 Bn | - | 13.17% |
| 5 | Affirm Holdings | 23.34 Bn | 17.03 Bn | - | 41.65% |
| 6 | Synchrony Financial | 23.06 Bn | -44.91 Bn | - | 21.08% |
| 7 | Royal Gold | 19.98 Bn | 19.21 Bn | 390.45 Mn | 9.87% |
| 8 | Annaly Capital Management | 14.18 Bn | 5.27 Bn | - | 17.89% |
| 9 | Ares Capital | 13.71 Bn | 11.15 Bn | - | - |
| 10 | Kayne Anderson BDC | 832.34 Mn | 832.34 Mn | - | 3.38% |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 3.38% |
| Mar 31, 2026 | 3.49% |
| Dec 31, 2025 | 3.52% |
| Sep 30, 2025 | 4.17% |
| Jun 30, 2025 | 5.10% |
| Mar 31, 2025 | 6.83% |
| Dec 31, 2024 | 8.21% |
| Sep 30, 2024 | 8.69% |
| Jun 30, 2024 | 9.61% |
| Mar 31, 2024 | 11.43% |
| Dec 31, 2023 | 11.30% |
| Sep 30, 2023 | 10.88% |
| Jun 30, 2023 | 11.75% |
| Mar 31, 2023 | 10.01% |
| Dec 31, 2022 | 8.20% |
| Sep 30, 2022 | 8.61% |
| Jun 30, 2022 | 7.42% |
API Access
Kayne Anderson BDC Return on Equity [ROE] API
Pull this series into your own models, spreadsheets and apps with the Business Quant
Historical Metrics API. The request below matches the chart above — change the
frequency, period or values and it follows. Swap YOUR_API_KEY for your own key.
https://data.businessquant.com/historic?slug=return-on-equity-%5Broe%5D&ticker=KBDC&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "return-on-equity-[roe]", "ticker": "KBDC", "period": "max", "api_key": "YOUR_API_KEY"}
data = requests.get(url, params=params).json()const res = await fetch("https://data.businessquant.com/historic?slug=return-on-equity-%5Broe%5D&ticker=KBDC&period=max&api_key=YOUR_API_KEY");
const data = await res.json();