Kayne Anderson BDC (KBDC) Return on Equity [ROE] (2021 - 2026)
Kayne Anderson BDC (KBDC) recorded Return on Equity [ROE] of 14.43% in Q3 2026, up 10.44 percentage points from 3.98% a year earlier and up 5.89 percentage points from the prior quarter.
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Analysis
Kayne Anderson BDC (KBDC) Return on Equity [ROE] (2021 - 2026) Analysis & Trends
For FY2025, Kayne Anderson BDC reported Return on Equity [ROE] of 3.45%, down 10.67 percentage points from FY2024.
- Annual Return on Equity [ROE] has a four-year change of -10.88 percentage points (FY2021 to FY2025).
- Across earlier years, Return on Equity [ROE] came in at 14.12% in FY2024 (+2.03 pp), 12.09% in FY2023 (+1.96 pp), 10.12% in FY2022 (-4.20 pp) and 14.33% in FY2021.
- The Q3 2026 figure is the highest quarterly Return on Equity [ROE] in data going back to Q4 2021.
- On a year-over-year basis, Return on Equity [ROE] rose in 1 of the last eight quarters, with an average year-over-year change of -0.19 percentage points.
- Peak year-over-year performance for Return on Equity [ROE] in the last five years was a gain of 10.44 percentage points in Q3 2026, against a drop of 6.11 percentage points in Q3 2025 at the low end.
- Per Business Quant, the preceding three quarters came in at 8.53% (Q2 2026), 8.52% (Q1 2026) and 9.41% (Q4 2025).
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | ROE (Qtr) |
|---|---|---|---|---|---|
| 1 | Royalty Pharma | 39.80 Bn | 40.13 Bn | - | 11.98% |
| 2 | Rocket Companies | 38.90 Bn | 27.72 Bn | - | 5.45% |
| 3 | Orix | 38.66 Bn | 9.30 Bn | 13.83 Bn | 21.12% |
| 4 | Federal National Mortgage Association Fannie Mae | 26.46 Bn | -16,107.65 Bn | - | 13.05% |
| 5 | Synchrony Financial | 22.47 Bn | -45.15 Bn | - | 19.93% |
| 6 | Affirm Holdings | 22.07 Bn | 15.11 Bn | - | 35.93% |
| 7 | Royal Gold | 21.71 Bn | 20.92 Bn | 402.46 Mn | 10.92% |
| 8 | Ares Capital | 13.84 Bn | 11.59 Bn | - | - |
| 9 | Annaly Capital Management | 13.83 Bn | 4.86 Bn | - | 6.91% |
| 10 | Kayne Anderson BDC | 846.81 Mn | 776.51 Mn | - | 14.43% |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Sep 30, 2026 | 14.43% |
| Jun 30, 2026 | 8.53% |
| Mar 31, 2026 | 8.52% |
| Dec 31, 2025 | 9.41% |
| Sep 30, 2025 | 3.98% |
| Jun 30, 2025 | 9.02% |
| Mar 31, 2025 | 10.70% |
| Dec 31, 2024 | 11.12% |
| Sep 30, 2024 | 10.09% |
| 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% |
| Mar 31, 2022 | 7.03% |
| Dec 31, 2021 | 8.83% |
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();