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Nuveen Churchill Direct Lending Corp. (NCDL)
USD12.94
+0.13 (+1.01%)
US NYSE Financial Services Asset Management
Address
375 Park Avenue
New York City, MD, US
New York City, MD, US
CEO
Kenneth John Kencel
IPO
2024-01-25
CIK 1737924 ISIN US67090S1087
Description
Nuveen Churchill Direct Lending Corp. (NCDL), initially formed as a Delaware limited liability company on March 13, 2018, and subsequently restructured into a Maryland corporation on June 18, 2019, prior to commencing its business activities, operates as a closed-end, externally managed, non-diversified investment company. It has chosen to be regulated as a Business Development Company (BDC) under the Investment Company Act of 1940, as amended. The firm's principal investment goal is to generate appealing risk-adjusted returns, primarily through current income. This is achieved by predominantly investing in senior secured loans provided to private equity-backed U.S. middle market companies, which NCDL identifies as enterprises with annual earnings before interest, taxes, depreciation, and amortization (EBITDA) generally ranging from $10.0 million to $100.0 million. Its portfolio will largely comprise what it refers to as "Senior Loans," primarily consisting of privately originated first-lien senior secured debt and unitranche loans (excluding "last-out" positions) to these performing U.S. middle market businesses. Additionally, the company selectively pursues "Junior Capital Investments," which include instruments such as second-lien loans, subordinated debt, last-out unitranche loan positions, and various equity-related securities.
News Sentiment (7d)
Based on only 2 articles — low confidence
Market Cap & Enterprise Value
Merger & Acquisition History
No mergers or acquisitions recorded for this company.
Technical Outlook
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Signal Summary
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| Indicator | 1D | 1W | 2W | 3W | 1M |
|---|
Each column is computed on that timeframe's candles (1D = daily, 1W ≈ weekly, 1M ≈ monthly), not on the same last day. ▲ bullish · ▼ bearish · — neutral. The Net row counts signals per column; hover any cell (or the indicator name) to see the exact rule behind it.
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
Indicative levels generated algorithmically. Not financial advice.
Risk Profile
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Price Chart
USD12.94
+0.13 (+1.01%)
Loading historical data…
Volume Profile
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Liquidity & share structure
Average Volume
216.3K
Beta
0.60
Float Shares
42.22M
Free Float %
85.5%
Price Performance
| 1D | 5D | 1M | 3M | 6M | YTD | 1Y | 3Y | 5Y | 10Y | Max |
|---|---|---|---|---|---|---|---|---|---|---|
| -2.86% | -5.21% | -1.48% | -6.02% | -8.67% | -0.52% | -13.38% | -25.66% | -25.66% | -25.66% | -25.66% |
Rolling Volatility
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Drawdown
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Relative Strength
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Monthly Returns Heatmap
From
To
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Annual Monthly Returns
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Daily Returns Distribution
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Revenue flow
Revenue by geography
Revenue by segment
From
To
Revenue composition
From
To
By product
By geography
Financial Statements
Select metrics from the tables below to build your comparison.
Income Statement
Balance Sheet
Cash Flow Statement
Key Metrics
Financial Ratios
Employees
Financial Growth (CAGR)
Market Data
Analyst Consensus (5 ratings, all time)
Hold
Price Targets & DCF
Current price
12.94
Low
15.50
+19.8%
Consensus
15.50
+19.8%
Median
15.50
+19.8%
High
15.50
+19.8%
DCF (Unlevered)
202.01
+1,461.1%
DCF (Levered)
199.51
+1,441.8%
DCF figures are point estimates: small changes in growth or discount-rate assumptions move them materially. Read them as a reference, not a precise target.
Ratings Trend (MoM)
50% Bullish
| Rating | 2026-05 | Change |
|---|---|---|
| Strong Buy | 1 | 0 |
| Buy | 2 | 0 |
| Hold | 3 | 0 |
| Sell | 0 | 0 |
| Strong Sell | 0 | 0 |
Price Target Summary
| Period | # Analysts | Avg Target |
|---|---|---|
| Last Month | 1 |
15.50
+19.8%
|
| Last Quarter | 1 |
15.50
+19.8%
|
| Last Year | 2 |
15.25
+17.9%
|
| All Time | 3 |
16.50
+27.5%
|
Quality scores
Altman Z-Score
0.51
Distress
Piotroski F-Score
7 / 9
Strong
MOAT Score
5 / 10
Developing
Composite Rating
B-
Overall Score
3 / 5
Medium
DCF Score
1 / 5
Low
ROE Score
2 / 5
Medium
ROA Score
5 / 5
High
D/E Score
1 / 5
Low
P/E Score
2 / 5
Medium
P/Book Score
4 / 5
High
Operational MOAT
✗ Below peers
-
Revenue growth Asset Management: +17.4%+8.5% Q1'26: -19.8% (vs Q1'25)
-
EPS growth Asset Management: +22.7%-39.5% Q1'26: -66.0% (vs Q1'25)
-
FCF margin FCF growth · Asset Management: +27.7%+37.9% ★ Q1'26: +15.4% (vs Q1'25)
-
EBIT margin Asset Management: +50.6%+71.2% ★ Q1'26: +62.1% (vs Q1'25)
-
ROIC Asset Management: +6.5%+7.2% ★ Q1'26: +5.2% (vs Q1'25)
-
Share dilution Asset Management: +0.0%-7.1% ★ Q1'26: -5.4% (vs Q1'25)
-
Debt / EBITDA Net debt/EBITDA · Asset Management: -0.03×7.76× Q1'26: 10.66× (vs Q1'25)
Valuation Multiples
From
To
Price Forecast (3Y)
From
To
Theoretical Return — If Invested Today
* These projections are based on analyst consensus estimates and user-defined valuation multiples. This table is for informational purposes only and does not constitute a recommendation to buy or sell any security. Past performance is not indicative of future results.
Consensus Estimates
| Metric |
Dec 2023 actual |
Dec 2024 actual |
Dec 2025 actual |
Dec 2026 2 Rev. Ana. 4 EPS Ana. |
Dec 2027 3 Rev. Ana. 3 EPS Ana. |
Dec 2028 1 Rev. Ana. 1 EPS Ana. |
|---|---|---|---|---|---|---|
| Revenue |
144.01M
est: 132.54M (+8.7%)
|
186.00M
est: 226.80M (-18.0%)
|
201.85M
est: 207.41M (-2.7%)
|
185.42M
180.95M – 191.74M
-10.6% YoY
|
178.44M
169.52M – 191.55M
-3.8% YoY
|
168.51M
164.44M – 174.25M
-5.6% YoY
|
| EBITDA |
76.77M
est: 65.47M (+17.3%)
|
116.48M
est: 133.15M (-12.5%)
|
143.66M
est: 121.77M (+18.0%)
|
108.86M
106.23M – 112.57M
-10.6% YoY
|
104.76M
99.52M – 112.45M
-3.8% YoY
|
98.93M
96.54M – 102.30M
-5.6% YoY
|
| EBIT |
76.77M
est: 65.47M (+17.3%)
|
116.48M
est: 133.15M (-12.5%)
|
143.66M
est: 121.77M (+18.0%)
|
108.86M
106.23M – 112.57M
-10.6% YoY
|
104.76M
99.52M – 112.45M
-3.8% YoY
|
98.93M
96.54M – 102.30M
-5.6% YoY
|
| Net Income |
75.94M
est: 127.64M (-40.5%)
|
116.32M
est: 114.36M (+1.7%)
|
65.61M
est: 85.28M (-23.1%)
|
79.81M
78.85M – 80.77M
-6.4% YoY
|
79.07M
76.59M – 82.57M
-0.9% YoY
|
74.34M
72.01M – 77.63M
-6.0% YoY
|
| SGA |
6.19M
est: 13.76M (-55.0%)
|
6.54M
est: 12.22M (-46.5%)
|
7.61M
est: 11.17M (-31.9%)
|
9.99M
9.75M – 10.33M
-10.6% YoY
|
9.61M
9.13M – 10.32M
-3.8% YoY
|
9.08M
8.86M – 9.39M
-5.6% YoY
|
| EPS |
2.27
est: 2.36 (-3.8%)
|
2.15
est: 2.27 (-5.5%)
|
1.30
est: 1.70 (-23.3%)
|
1.59
1.57 – 1.61
-6.4% YoY
|
1.57
1.52 – 1.64
-0.9% YoY
|
1.48
1.43 – 1.54
-6.0% YoY
|
Recent Grade Changes (3M)
| Date | Firm | Previous | New Grade | Action |
|---|---|---|---|---|
| 2026-04-20 | UBS | Neutral | Neutral | Maintain |
Historical Ratings (3M)
| Date | Rating | Overall | DCF | ROE | ROA | D/E | P/E | P/B |
|---|---|---|---|---|---|---|---|---|
| 2026-05-07 | B- | 3/5 | 1/5 | 2/5 | 5/5 | 1/5 | 2/5 | 4/5 |
| 2026-05-06 | B+ | 3/5 | 1/5 | 3/5 | 5/5 | 2/5 | 3/5 | 4/5 |
| 2026-05-05 | B+ | 3/5 | 1/5 | 3/5 | 5/5 | 2/5 | 3/5 | 4/5 |
| 2026-05-04 | B+ | 3/5 | 1/5 | 3/5 | 5/5 | 2/5 | 3/5 | 4/5 |
| 2026-05-01 | B | 3/5 | 1/5 | 3/5 | 5/5 | 1/5 | 3/5 | 4/5 |
| 2026-04-30 | B | 3/5 | 1/5 | 3/5 | 5/5 | 1/5 | 3/5 | 4/5 |
| 2026-04-29 | B+ | 3/5 | 1/5 | 3/5 | 5/5 | 1/5 | 4/5 | 4/5 |
| 2026-04-28 | B+ | 3/5 | 1/5 | 3/5 | 5/5 | 1/5 | 4/5 | 4/5 |
| 2026-04-27 | B+ | 3/5 | 1/5 | 3/5 | 5/5 | 1/5 | 4/5 | 4/5 |
| 2026-04-24 | B | 3/5 | 1/5 | 3/5 | 5/5 | 1/5 | 3/5 | 4/5 |
| 2026-04-23 | B+ | 3/5 | 1/5 | 3/5 | 5/5 | 1/5 | 4/5 | 4/5 |
| 2026-04-22 | B+ | 3/5 | 1/5 | 3/5 | 5/5 | 1/5 | 4/5 | 4/5 |
| 2026-04-21 | B+ | 3/5 | 1/5 | 3/5 | 5/5 | 1/5 | 4/5 | 4/5 |
| 2026-04-20 | B+ | 3/5 | 1/5 | 3/5 | 5/5 | 1/5 | 4/5 | 4/5 |
| 2026-04-17 | B | 3/5 | 1/5 | 3/5 | 5/5 | 1/5 | 3/5 | 4/5 |
| 2026-04-16 | B | 3/5 | 1/5 | 3/5 | 5/5 | 1/5 | 3/5 | 4/5 |
Owner Earnings
Owner's Earnings (history)
Owner's Earnings history not available.
Owner alignment
Owner's Earnings TTM
—
OE per share TTM
—
Owner's Yield
—
Maintenance CapEx ratio
—
Maint CapEx / Avg PPE
—
Ownership Overview
Ownership breakdown
At a glance
Institutional holders
18
Total invested
22.81M
Insider transactions (90d)
0
Beneficial owners (>5%)
1
Beneficial owners (>5%)
| # | Reporting person | Amount owned | % of class | Sole voting | Shared voting | Sole dispositive | Shared dispositive | Type | Citizenship | Filing date | SEC filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Blue Owl Capital Holdings LP | 4.04M | 7.41% | 4.04M | — | 4.04M | — | PN | Maryland | 2024-11-14 | ↗ |
Institutional Activity (13F)
Institutional ownership trend
From
To
13F snapshot — 2026 Q1
Investors holding
18
-66 vs prev Q
New positions
2
Closed positions
68
Increased
8
Reduced
4
Put/Call ratio
0.00
Calls held
—
Puts held
—
Top institutional holders
| # | Investor | Shares / Δ | Mkt value / Δ | Own% / Δ | Weight% / Δ | Avg px / Perf. | Hold / Status |
|---|---|---|---|---|---|---|---|
| 1 | — | 552.8K +552.8K (+100.0%) | 7.37B +7.4B (+100.0%) | 1.12% +1.119 pp | 4.36% +4.356 pp | USD13.34 +0.0% | 1 qtrs NEW |
| 2 | QUENT LONG SHORT GLOBAL SMALL CAP FUND, LP | 20.0K +20.0K (+100.0%) | 266.80M +266.8M (+100.0%) | 0.04% +0.041 pp | 0.02% +0.022 pp | USD13.34 +0.0% | 1 qtrs NEW |
| 3 | BLUE OWL CAPITAL HOLDINGS LP | 2.14M -947.9K (-30.7%) | 28.60M -14.1M (-33.0%) | 4.34% -1.822 pp | 2.14% -11.104 pp | USD17.42 -23.4% | 6 qtrs — |
| 4 | CI PRIVATE WEALTH, LLC | 1.90M -411.9K (-17.8%) | 25.41M -6.6M (-20.5%) | 3.86% -0.761 pp | 0.03% -0.016 pp | USD17.36 -23.2% | 7 qtrs — |
| 5 | DIAMETER CAPITAL PARTNERS LP | 1.22M +1.2M (+100.0%) | 16.29M +16.3M (+100.0%) | 2.47% +2.471 pp | 1.49% +1.488 pp | USD13.34 +0.0% | 1 qtrs NEW |
| 6 | VAN ECK ASSOCIATES CORP | 839.1K +106.6K (+14.6%) | 11.19M +1.1M (+10.7%) | 1.70% +0.239 pp | 0.01% 0.000 pp | USD15.83 -15.7% | 3 qtrs — |
| 7 | INVESCO LTD. | 742.3K +709.7K (+2,179.1%) | 9.90M +9.5M (+2,103.2%) | 1.50% +1.438 pp | 0.00% +0.001 pp | USD13.36 -0.1% | 2 qtrs — |
| 8 | UBS GROUP AG | 689.1K +197.0K (+40.0%) | 9.19M +2.4M (+35.4%) | 1.39% +0.414 pp | 0.00% +0.000 pp | USD15.44 -13.6% | 8 qtrs — |
| 9 | OPAL WEALTH ADVISORS, LLC | 552.0K +26.5K (+5.0%) | 7.36M +111.2K (+1.5%) | 1.12% +0.070 pp | 1.92% -0.098 pp | USD16.49 -19.1% | 7 qtrs — |
| 10 | CALLODINE CAPITAL MANAGEMENT, LP | 549.4K -23.4K (-4.1%) | 7.33M -576.1K (-7.3%) | 1.11% -0.029 pp | 0.59% -0.104 pp | USD17.13 -22.1% | 8 qtrs — |
| 11 | HENNION & WALSH ASSET MANAGEMENT, INC. | 479.4K +60.8K (+14.5%) | 6.39M +618.3K (+10.7%) | 0.97% +0.136 pp | 0.22% +0.011 pp | USD16.21 -17.7% | 8 qtrs — |
| 12 | TWO SIGMA INVESTMENTS, LP | 473.1K +145.5K (+44.4%) | 6.31M +1.8M (+39.6%) | 0.96% +0.305 pp | 0.01% +0.002 pp | USD15.86 -15.9% | 7 qtrs — |
| 13 | MORGAN STANLEY | 462.9K -71.0K (-13.3%) | 6.18M -1.2M (-16.2%) | 0.94% -0.127 pp | 0.00% 0.000 pp | USD16.57 -19.5% | 8 qtrs — |
| 14 | TWO SIGMA ADVISERS, LP | 390.1K -22.2K (-5.4%) | 5.20M -485.8K (-8.5%) | 0.79% -0.032 pp | 0.01% -0.001 pp | USD16.90 -21.1% | 7 qtrs — |
| 15 | ARES MANAGEMENT LLC | 360.8K +235.7K (+188.3%) | 4.81M +3.1M (+178.7%) | 0.73% +0.481 pp | 0.28% +0.197 pp | USD14.75 -9.6% | 8 qtrs — |
| 16 | STIFEL FINANCIAL CORP | 352.5K -19.5K (-5.2%) | 4.70M -431.3K (-8.4%) | 0.71% -0.028 pp | 0.00% -0.001 pp | USD17.41 -23.4% | 7 qtrs — |
| 17 | WELLS FARGO & COMPANY/MN | 351.6K -25.5K (-6.8%) | 4.69M -514.3K (-9.9%) | 0.71% -0.040 pp | 0.00% 0.000 pp | USD16.75 -20.4% | 8 qtrs — |
| 18 | BROWN BROTHERS HARRIMAN & CO | 340.0K +231.4K (+213.1%) | 4.54M +3.0M (+202.7%) | 0.69% +0.472 pp | 0.02% +0.016 pp | USD13.49 -1.1% | 2 qtrs — |
| 19 | NUVEEN, LLC | 219.4K +— (+0.0%) | 2.93M -100.9K (-3.3%) | 0.44% +0.007 pp | 0.00% +0.000 pp | USD16.98 -21.4% | 4 qtrs — |
| 20 | TREXQUANT INVESTMENT LP | 199.2K +51.1K (+34.5%) | 2.66M +613.5K (+30.0%) | 0.40% +0.108 pp | 0.02% +0.003 pp | USD15.82 -15.7% | 5 qtrs — |
| 21 | GRANITESHARES ADVISORS LLC | 195.4K +12.2K (+6.7%) | 2.61M +78.8K (+3.1%) | 0.40% +0.031 pp | 1.58% +0.120 pp | USD16.30 -18.2% | 5 qtrs — |
| 22 | BULLDOG INVESTORS, LLP | 173.4K +173.4K (+100.0%) | 2.31M +2.3M (+100.0%) | 0.35% +0.351 pp | 0.52% +0.515 pp | USD13.34 +0.0% | 1 qtrs NEW |
| 23 | BI ASSET MANAGEMENT FONDSMAEGLERSELSKAB A/S | 150.5K +123.3K (+454.3%) | 2.01M +1.6M (+435.2%) | 0.30% +0.251 pp | 0.02% +0.014 pp | USD13.98 -4.6% | 4 qtrs — |
| 24 | AMERIPRISE FINANCIAL INC | 150.0K -3.4K (-2.2%) | 2.00M -115.5K (-5.5%) | 0.30% -0.002 pp | 0.00% +0.000 pp | USD17.16 -22.3% | 7 qtrs — |
| 25 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 136.1K -8.8K (-6.1%) | 1.85M -122.5K (-6.2%) | 0.28% -0.013 pp | 0.00% -0.001 pp | USD17.05 -21.8% | 8 qtrs — |
| 26 | GOLDMAN SACHS GROUP INC | 123.0K -127.8K (-51.0%) | 1.64M -1.8M (-52.6%) | 0.25% -0.251 pp | 0.00% 0.000 pp | USD15.66 -14.8% | 6 qtrs — |
| 27 | BANK OF AMERICA CORP /DE/ | 119.9K +26.3K (+28.1%) | 1.60M +308.2K (+23.9%) | 0.24% +0.056 pp | 0.00% +0.000 pp | USD15.89 -16.0% | 8 qtrs — |
| 28 | RENAISSANCE TECHNOLOGIES LLC | 118.1K -15.2K (-11.4%) | 1.58M -264.0K (-14.3%) | 0.24% -0.027 pp | 0.00% +0.000 pp | USD16.78 -20.5% | 7 qtrs — |
| 29 | APRIO WEALTH MANAGEMENT, LLC | 115.1K +879.0 (+0.8%) | 1.53M -40.8K (-2.6%) | 0.23% +0.005 pp | 0.09% -0.069 pp | USD17.03 -21.7% | 7 qtrs — |
| 30 | VISE TECHNOLOGIES, INC. | 95.3K +95.3K (+100.0%) | 1.27M +1.3M (+100.0%) | 0.19% +0.193 pp | 0.02% +0.025 pp | USD13.34 +0.0% | 1 qtrs NEW |
| 31 | ADAMS ASSET ADVISORS, LLC | 87.7K +— (+0.0%) | 1.17M -40.3K (-3.3%) | 0.18% +0.003 pp | 0.15% -0.002 pp | USD16.84 -20.8% | 5 qtrs — |
| 32 | CONFLUENCE INVESTMENT MANAGEMENT LLC | 72.9K -4.9K (-6.3%) | 972.3K -101.6K (-9.5%) | 0.15% -0.008 pp | 0.01% -0.001 pp | USD17.78 -25.0% | 8 qtrs — |
| 33 | NEUBERGER BERMAN GROUP LLC | 71.5K -8.2K (-10.3%) | 954.2K -146.5K (-13.3%) | 0.14% -0.014 pp | 0.00% 0.000 pp | USD16.01 -16.7% | 4 qtrs — |
| 34 | ALMITAS CAPITAL LLC | 70.2K +70.2K (+100.0%) | 935.9K +935.9K (+100.0%) | 0.14% +0.142 pp | 0.21% +0.206 pp | USD13.34 +0.0% | 1 qtrs NEW |
| 35 | COMMONWEALTH EQUITY SERVICES, LLC | 50.0K +14.9K (+42.4%) | 667.4K +182.4K (+37.6%) | 0.10% +0.031 pp | 0.00% +0.000 pp | USD15.80 -15.6% | 6 qtrs — |
| 36 | CRESSET ASSET MANAGEMENT, LLC | 46.4K +6.2K (+15.4%) | 640.1K +67.1K (+11.7%) | 0.09% +0.014 pp | 0.00% +0.000 pp | USD16.11 -17.2% | 4 qtrs — |
| 37 | LIDO ADVISORS, LLC | 44.9K +— (+0.0%) | 639.2K +— (+0.0%) | 0.09% +0.001 pp | 0.00% 0.000 pp | USD14.92 -10.6% | 3 qtrs — |
| 38 | MERIT FINANCIAL GROUP, LLC | 45.8K +— (+0.0%) | 611.4K -21.1K (-3.3%) | 0.09% +0.001 pp | 0.00% -0.001 pp | USD17.83 -25.2% | 8 qtrs — |
| 39 | PENSIONMARK FINANCIAL GROUP, LLC | 43.3K +— (+0.0%) | 577.6K -19.9K (-3.3%) | 0.09% +0.001 pp | 0.01% -0.003 pp | USD17.06 -21.8% | 6 qtrs — |
| 40 | VIRTU FINANCIAL LLC | 41.7K +26.9K (+181.2%) | 557.0K +352.0K (+171.7%) | 0.08% +0.055 pp | 0.02% +0.010 pp | USD13.50 -1.2% | 4 qtrs — |
| 41 | PROCYON ADVISORS, LLC | 39.6K +— (+0.0%) | 528.1K -18.2K (-3.3%) | 0.08% +0.001 pp | 0.03% -0.006 pp | USD17.16 -22.3% | 6 qtrs — |
| 42 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 39.0K +28.0K (+253.6%) | 520.6K +368.3K (+241.8%) | 0.08% +0.057 pp | 0.00% +0.000 pp | USD13.47 -1.0% | 2 qtrs — |
| 43 | MILLENNIUM MANAGEMENT LLC | 38.7K -97.8K (-71.6%) | 516.8K -1.4M (-72.6%) | 0.08% -0.194 pp | 0.00% -0.001 pp | USD15.74 -15.2% | 8 qtrs — |
| 44 | HUDSON VALUE PARTNERS, LLC | 37.7K +— (+0.0%) | 503.2K -17.4K (-3.3%) | 0.08% +0.001 pp | 0.15% -0.011 pp | USD17.10 -22.0% | 6 qtrs — |
| 45 | MQS MANAGEMENT LLC | 36.0K -7.7K (-17.6%) | 480.8K -122.7K (-20.3%) | 0.07% -0.014 pp | 0.28% -0.069 pp | USD13.80 -3.3% | 2 qtrs — |
| 46 | ACCURATE WEALTH MANAGEMENT, LLC | 32.9K -23.9K (-42.1%) | 444.6K -339.8K (-43.3%) | 0.07% -0.047 pp | 0.06% -0.048 pp | USD16.92 -21.2% | 6 qtrs — |
| 47 | LPL FINANCIAL LLC | 33.3K -16.5K (-33.2%) | 444.3K -243.3K (-35.4%) | 0.07% -0.032 pp | 0.00% 0.000 pp | USD16.47 -19.0% | 5 qtrs — |
| 48 | BEACON BRIDGE WEALTH PARTNERS, LLC | 32.4K +— (+0.0%) | 432.6K -14.9K (-3.3%) | 0.07% +0.001 pp | 0.14% -0.016 pp | USD17.10 -22.0% | 7 qtrs — |
| 49 | NEWEDGE WEALTH, LLC | 30.0K +30.0K (+100.0%) | 400.2K +400.2K (+100.0%) | 0.06% +0.061 pp | 0.00% +0.005 pp | USD13.34 +0.0% | 1 qtrs NEW |
| 50 | VIRTUS INVESTMENT ADVISERS, INC. | 27.5K -553.0 (-2.0%) | 366.3K -20.3K (-5.2%) | 0.06% 0.000 pp | 0.10% -0.011 pp | USD16.28 -18.1% | 4 qtrs — |
| 51 | QTR FAMILY WEALTH, LLC | 25.6K +5.2K (+25.7%) | 360.8K +80.1K (+28.6%) | 0.05% +0.011 pp | 0.16% +0.026 pp | USD13.71 -2.7% | 2 qtrs — |
| 52 | QUADRATURE CAPITAL LTD | 25.4K -4.4K (-14.7%) | 338.4K -72.5K (-17.6%) | 0.05% -0.008 pp | 0.00% -0.001 pp | USD13.80 -3.3% | 2 qtrs — |
| 53 | CITADEL ADVISORS LLC | 24.8K +24.8K (+100.0%) | 331.3K +331.3K (+100.0%) | 0.05% +0.050 pp | 0.00% +0.000 pp | USD13.34 +0.0% | 1 qtrs NEW |
| 54 | DUDLEY CAPITAL MANAGEMENT, LLC | 23.1K -3.3K (-12.5%) | 308.2K -56.2K (-15.4%) | 0.05% -0.006 pp | 0.13% -0.030 pp | USD17.01 -21.6% | 6 qtrs — |
| 55 | WHIPPLEWOOD ADVISORS, LLC | 22.9K +22.9K (+100.0%) | 306.0K +306.0K (+100.0%) | 0.05% +0.046 pp | 0.20% +0.197 pp | USD13.34 +0.0% | 1 qtrs NEW |
| 56 | GOTHAM ASSET MANAGEMENT, LLC | 20.0K +— (+0.0%) | 266.8K -9.2K (-3.3%) | 0.04% +0.001 pp | 0.00% 0.000 pp | USD16.98 -21.4% | 4 qtrs — |
| 57 | QUENT CAPITAL, LLC | 20.0K +20.0K (+100.0%) | 266.8K +266.8K (+100.0%) | 0.04% +0.041 pp | 0.02% +0.019 pp | USD13.34 +0.0% | 1 qtrs NEW |
| 58 | NOMURA HOLDINGS INC | 19.6K +19.6K (+100.0%) | 261.0K +261.0K (+100.0%) | 0.04% +0.040 pp | 0.00% +0.000 pp | USD13.34 +0.0% | 1 qtrs NEW |
| 59 | GW HENSSLER & ASSOCIATES LTD | 19.0K +— (+0.0%) | 253.5K -8.7K (-3.3%) | 0.04% +0.001 pp | 0.01% -0.001 pp | USD16.98 -21.4% | 4 qtrs — |
| 60 | MODERA WEALTH MANAGEMENT, LLC | 18.8K +560.0 (+3.1%) | 251.4K -942.0 (-0.4%) | 0.04% +0.002 pp | 0.00% +0.000 pp | USD16.54 -19.3% | 5 qtrs — |
| 61 | QUANTBOT TECHNOLOGIES LP | 17.5K +17.5K (+100.0%) | 233.1K +233.1K (+100.0%) | 0.04% +0.035 pp | 0.01% +0.008 pp | USD13.34 +0.0% | 3 qtrs — |
| 62 | SNOWDEN CAPITAL ADVISORS LLC | 16.7K -139.8K (-89.3%) | 230.0K -2.0M (-89.6%) | 0.03% -0.278 pp | 0.01% -0.055 pp | USD14.59 -8.6% | 7 qtrs — |
| 63 | CERITY PARTNERS LLC | 14.8K +— (+0.0%) | 197.4K -6.8K (-3.3%) | 0.03% +0.001 pp | 0.00% +0.000 pp | USD16.46 -19.0% | 5 qtrs — |
| 64 | MUTUAL ADVISORS, LLC | 13.2K +13.2K (+100.0%) | 176.3K +176.3K (+100.0%) | 0.03% +0.027 pp | 0.00% +0.004 pp | USD13.34 +0.0% | 1 qtrs NEW |
| 65 | GRIMES & COMPANY, INC. | 12.3K +12.3K (+100.0%) | 163.9K +163.9K (+100.0%) | 0.02% +0.025 pp | 0.00% +0.004 pp | USD13.34 +0.0% | 1 qtrs NEW |
| 66 | DYNAMIC TECHNOLOGY LAB PRIVATE LTD | 10.9K -11.1K (-50.6%) | 145.0K -159.0K (-52.3%) | 0.02% -0.022 pp | 0.03% -0.019 pp | USD13.80 -3.3% | 4 qtrs — |
| 67 | ATLATL ADVISERS LLC | 10.9K +170.0 (+1.6%) | 144.8K -2.6K (-1.8%) | 0.02% +0.001 pp | 0.06% -0.003 pp | USD16.15 -17.4% | 5 qtrs — |
| 68 | RHUMBLINE ADVISERS | 10.0K +10.0K (+100.0%) | 133.4K +133.4K (+100.0%) | 0.02% +0.020 pp | 0.00% +0.000 pp | USD13.34 +0.0% | 1 qtrs NEW |
| 69 | QUEST PARTNERS LLC | 9.7K -99.0 (-1.0%) | 129.3K -5.8K (-4.3%) | 0.02% +0.000 pp | 0.01% -0.002 pp | USD13.80 -3.3% | 2 qtrs — |
| 70 | NEWEDGE ADVISORS, LLC | 6.1K +1.4K (+31.2%) | 81.0K +17.1K (+26.8%) | 0.01% +0.003 pp | 0.00% +0.000 pp | USD15.84 -15.8% | 6 qtrs — |
| 71 | QUADRANT CAPITAL GROUP LLC | 5.8K +— (+0.0%) | 76.9K -2.7K (-3.3%) | 0.01% +0.000 pp | 0.00% 0.000 pp | USD13.80 -3.3% | 2 qtrs — |
| 72 | ROYAL BANK OF CANADA | 5.2K +84.0 (+1.6%) | 70.0K -2.0K (-2.8%) | 0.01% +0.000 pp | 0.00% +0.000 pp | USD16.19 -17.6% | 6 qtrs — |
| 73 | GLOBAL RETIREMENT PARTNERS, LLC | 4.8K -1.3K (-21.8%) | 64.0K -20.7K (-24.4%) | 0.01% -0.003 pp | 0.00% -0.001 pp | USD13.80 -3.3% | 2 qtrs — |
| 74 | SUNBELT SECURITIES, INC. | 4.3K -6.2K (-58.9%) | 57.6K -87.3K (-60.2%) | 0.01% -0.012 pp | 0.00% -0.006 pp | USD16.35 -18.4% | 7 qtrs — |
| 75 | AQUATIC CAPITAL MANAGEMENT LLC | 3.4K -6.1K (-64.2%) | 45.4K -85.9K (-65.4%) | 0.01% -0.012 pp | 0.00% -0.001 pp | USD13.80 -3.3% | 2 qtrs — |
| 76 | BNP PARIBAS ARBITRAGE, SNC | 1.6K -800.0 (-33.3%) | 21.3K -11.8K (-35.6%) | 0.00% -0.002 pp | 0.00% +0.000 pp | USD14.62 -8.8% | 5 qtrs — |
| 77 | CIBC PRIVATE WEALTH GROUP, LLC | 1.3K +— (+0.0%) | 17.3K -598.0 (-3.3%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD16.19 -17.6% | 3 qtrs — |
| 78 | SIGNATUREFD, LLC | 959.00 +— (+0.0%) | 12.8K -441.0 (-3.3%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD17.40 -23.3% | 7 qtrs — |
| 79 | COMERICA BANK | 945.00 +258.0 (+37.6%) | 12.6K +3.1K (+33.0%) | 0.00% +0.001 pp | 0.00% +0.000 pp | USD15.91 -16.2% | 4 qtrs — |
| 80 | CAITONG INTERNATIONAL ASSET MANAGEMENT CO., LTD | 661.00 +661.0 (+100.0%) | 8.8K +8.8K (+100.0%) | 0.00% +0.001 pp | 0.00% +0.002 pp | USD13.34 +0.0% | 3 qtrs — |
| 81 | SOUND INCOME STRATEGIES, LLC | 200.00 +200.0 (+100.0%) | 2.7K +2.7K (+100.0%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD13.34 +0.0% | 1 qtrs NEW |
| 82 | CITIGROUP INC | 35.00 -19.8K (-99.8%) | 467.00 -273.3K (-99.8%) | 0.00% -0.040 pp | 0.00% 0.000 pp | USD16.46 -19.0% | 6 qtrs — |
| 83 | STATE OF WYOMING | — -7.7K (-100.0%) | — -106.8K (-100.0%) | 0.00% -0.015 pp | 0.00% -0.012 pp | USD— | 3 qtrs SOLD |
| 84 | JANE STREET GROUP, LLC | — -11.2K (-100.0%) | — -154.7K (-100.0%) | 0.00% -0.022 pp | 0.00% +0.000 pp | USD— | 2 qtrs SOLD |
| 85 | HRT FINANCIAL LP | — -27.5K (-100.0%) | — -379.0K (-100.0%) | 0.00% -0.055 pp | 0.00% -0.001 pp | USD— | 5 qtrs SOLD |
| 86 | ONEASCENT WEALTH MANAGEMENT LLC | — -10.2K (-100.0%) | — -140.5K (-100.0%) | 0.00% -0.020 pp | 0.00% -0.047 pp | USD— | 5 qtrs SOLD |
| 87 | OBERMEYER WOOD INVESTMENT COUNSEL, LLLP | — -29.5K (-100.0%) | — -407.1K (-100.0%) | 0.00% -0.059 pp | 0.00% -0.019 pp | USD— | 2 qtrs SOLD |
| 88 | QUARRY LP | — -509.0 (-100.0%) | — -7.0K (-100.0%) | 0.00% -0.001 pp | 0.00% -0.002 pp | USD— | 2 qtrs SOLD |
| 89 | ADVISORY SERVICES NETWORK, LLC | — -2.8K (-100.0%) | — -38.0K (-100.0%) | 0.00% -0.006 pp | 0.00% -0.001 pp | USD— | 2 qtrs SOLD |
| 90 | MARSHALL WACE, LLP | — -188.6K (-100.0%) | — -2.6M (-100.0%) | 0.00% -0.376 pp | 0.00% -0.003 pp | USD— | 8 qtrs SOLD |
| 91 | FAMILY OFFICE RESEARCH LLC | — -16.3K (-100.0%) | — -225.4K (-100.0%) | 0.00% -0.033 pp | 0.00% -0.099 pp | USD— | 5 qtrs SOLD |
| 92 | EXODUSPOINT CAPITAL MANAGEMENT, LP | — -30.7K (-100.0%) | — -423.4K (-100.0%) | 0.00% -0.061 pp | 0.00% -0.004 pp | USD— | 5 qtrs SOLD |
| 93 | VESTIA PERSONAL WEALTH ADVISORS | — -11.0K (-100.0%) | — -151.6K (-100.0%) | 0.00% -0.022 pp | 0.00% -0.088 pp | USD— | 5 qtrs SOLD |
| 94 | BARCLAYS PLC | — -285.0 (-100.0%) | — -3.9K (-100.0%) | 0.00% -0.001 pp | 0.00% +0.000 pp | USD— | 2 qtrs SOLD |
| 95 | BALYASNY ASSET MANAGEMENT L.P. | — -67.6K (-100.0%) | — -932.5K (-100.0%) | 0.00% -0.135 pp | 0.00% -0.001 pp | USD— | 5 qtrs SOLD |
Ownership breakdown by holder
ETF Ownership
Top ETFs holding this stock
Held by 7 ETFs in our universe
| # | ETF | Weight | Est. AUM exposure | TER |
|---|---|---|---|---|
| 1 | Invesco KBW High Dividend Yield Financial ETF KBWD | 2.59% | 10.90M | 5.39% |
| 2 | GraniteShares HIPS US High Income ETF HIPS | 2.33% | 2.56M | 1.17% |
| 3 | FT Confluence BDC & Specialty Finance Income ETF FBDC | 1.95% | 671.5K | 12.44% |
| 4 | Virtus Private Credit Strategy ETF VPC | 1.10% | 333.0K | 10.60% |
| 5 | VanEck BDC Income ETF BIZD | 0.61% | 9.79M | 9.69% |
| 6 | Invesco BuyBack Achievers ETF PKW | 0.03% | 550.5K | 0.62% |
| 7 | Invesco Global Buyback Achievers UCITS ETF BUYB.L | 0.02% | 31.0K | 0.39% |
Insider Activity
Insider Activity — Latest Quarter
Ratio by transactions
0.00
Bearish
Buys
8
Sells
0
Shares acquired
57.5K
Shares disposed
—
Cash buys
8.00
Cash sales
—
Net activity
+57,547
Insider buys vs sells (history)
From
To
Recent insider transactions
From
To
| Date | Person | Role | Transaction | A/D | Security | Shares | Price | Value | Owned after | D/I | Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026-03-12 | Vichness Shaul | Officer | P-Purchase | A | Common Stock | 5,000 | 13.13 | 65.7K | 25,000 | I | ↗ |
| 2026-03-10 | RITCHIE JAMES JOSEPH | Director | P-Purchase | A | Common Stock | 17,857 | 13.71 | 244.8K | 78,193 | I | ↗ |
| 2026-03-06 | Linett Mat | Director | P-Purchase | A | Common Stock | 2,000 | 13.05 | 26.1K | 10,365 | D | ↗ |
| 2026-03-05 | McCally John | Officer | P-Purchase | A | Common Stock | 2,000 | 13.30 | 26.6K | 7,430 | D | ↗ |
| 2026-03-04 | Strife Jason | Other | P-Purchase | A | Common Stock | 7,690 | 13.40 | 103.0K | 15,737 | I | ↗ |
| 2026-03-03 | Miranda Kenneth M. | Director | P-Purchase | A | Common Stock | 3,000 | 12.83 | 38.5K | 30,000 | I | ↗ |
| 2026-03-03 | Kencel Kenneth J. | Director / Officer | P-Purchase | A | Common Stock | 10,000 | 13.04 | 130.4K | 38,117 | I | ↗ |
| 2025-11-19 | Miranda Kenneth M. | Director | P-Purchase | A | Common Stock | 2,000 | 14.10 | 28.2K | 27,000 | I | ↗ |
| 2025-11-17 | Vichness Shaul | Officer | P-Purchase | A | Common Stock | 5,000 | 14.20 | 71.0K | 20,000 | I | ↗ |
| 2025-11-06 | Kencel Kenneth J. | Director / Officer | P-Purchase | A | Common Stock | 20,000 | 14.22 | 284.4K | 48,117 | I | ↗ |
| 2025-09-16 | Vichness Shaul | Officer | P-Purchase | A | Common Stock | 5,000 | 14.85 | 74.3K | 15,000 | I | ↗ |
| 2025-06-16 | Vichness Shaul | Officer | P-Purchase | A | Common Stock | 5,000 | 16.30 | 81.5K | 10,000 | I | ↗ |
| 2025-06-06 | Hassen Marissa | Officer | P-Purchase | A | Common Stock | 4,630 | 16.18 | 74.9K | 5,998 | D | ↗ |
| 2025-05-23 | Miranda Kenneth M. | Director | P-Purchase | A | Common Stock | 3,103 | 15.68 | 48.7K | 3,103 | I | ↗ |
| 2025-05-21 | Linett Mat | Director | P-Purchase | A | Common Stock | 3,000 | 15.92 | 47.8K | 8,365 | D | ↗ |
| 2025-05-12 | Kencel Kenneth J. | Director / Officer | P-Purchase | A | Common Stock | 8,117 | 15.34 | 124.5K | 28,117 | I | ↗ |
| 2024-12-03 | Vichness Shaul | Officer | P-Purchase | A | Common Stock | 5,000 | 17.27 | 86.4K | 5,000 | I | ↗ |
| 2024-12-02 | Kencel Kenneth J. | Director / Officer | P-Purchase | A | Common Stock | 10,000 | 17.37 | 173.7K | 20,000 | I | ↗ |
| 2024-11-27 | Kencel Kenneth J. | Director / Officer | P-Purchase | A | Common Stock | 10,000 | 17.35 | 173.5K | 10,000 | I | ↗ |
| 2024-01-29 | TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA | 10% Owner | P-Purchase | A | Common Stock | 1,662,050 | 18.05 | 30.00M | 6,810,466 | — | ↗ |
| 2024-01-05 | Miranda Kenneth M. | Director | P-Purchase | A | Common Stock | 3,481 | 18.05 | 62.8K | 21,897 | D | ↗ |
| 2012-06-05 | FLECHNER STEPHEN E | Director / Officer | A-Award | A | Common Stock | 200,000 | 0.00 | — | 600,000 | — | ↗ |
| 2012-05-25 | FLECHNER STEPHEN E | Director / Officer | A-Award | A | Common Stock | 200,000 | 0.00 | — | 400,000 | — | ↗ |
| 2012-05-15 | FLECHNER STEPHEN E | Director / Officer | — | D | Common Stock, par value $.001 | 0 | 0.00 | — | 200,000 | — | ↗ |
Executive team
Top executives
Shares Outstanding
49.39M
Executive compensation
Executive compensation (annual)
Executive compensation not available.
CEO compensation breakdown
No CEO compensation history available.
Proxy statements
Proxy statements (DEF 14A)
Recent SEC filings
Executive team
| Name | Title | Compensation | Gender |
|---|---|---|---|
| Alona Tolentino Gornick | MD of Senior Investment Strategist & Co-Head of Chicago Office | — | female |
| Charmagne Beth Kukulka | Chief Compliance Officer | — | female |
| Chris Davis | Managing Director of Business Development | — | male |
| Emily Manuel | MD, Investor Relations & Senior Lending | — | female |
| Jason W. Strife | Head of Junior Capital & Private Equity Solutions | — | male |
| Jessica K. Tannenbaum | MD and Head of Marketing & Communications | — | female |
| Kenneth John Kencel | Chief Executive Officer, President & Chairman | — | male |
| Marc Gonyea | Managing Director of Business Development | — | male |
| Marissa Hassen | Chief Accounting Officer & Controller | — | female |
| Megan Vogel | Director of Human Resources | — | female |
| Shaul Nmn Vichness | Chief Financial Officer & Treasurer | — | male |
| William Thomas Huffman | Chief Executive Officer | — | male |
ESG Rating
ESG Score History ASSET MANAGEMENT
Benchmark vs Sector
Senate Trading Activity
No Senate trading activity found for this company.
House Trading Activity
No House trading activity found for this company.
Market share among peers
Peer comparison — filtered group (TTM)
Your opinion
Share your view on this stock and instantly see how the community has voted over the last 6 months.
Community Opinion for NCDL
Short-term intention
Target Price Distribution
These are community opinions and do not constitute buy or sell advice to act on. The results shown are based on aggregated opinions and are not an investment recommendation, nor do they intend to influence any investment decision.
