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Kayne Anderson BDC KBDC Aggregate gross unrealized gain for federal tax purposes

Aggregate gross unrealized gain for federal tax purposes at other companies

Blue Owl Capital logo
Blue Owl CapitalOBDC
$450.2M-13.5%
Bain Capital Specialty Finance logo
Bain Capital Specialty FinanceBCSF
$119K+35.2%
Goldman Sachs BDC logo
Goldman Sachs BDCGSBD
$28.06M-23.3%
MidCap Financial Investment Corporation logo
MidCap Financial Investment CorporationMFIC
$26.89M-29.0%
Prospect Capital logo
Prospect CapitalPSEC
$1.3B+2.9%
Oaktree Specialty Lending logo
Oaktree Specialty LendingOCSL
$758.8M+12.5%

Other financials

Income statement

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Operating income-$28.4M-7.3%
Net income$17.2M-22.4%
EPS (diluted)$0.43+7.5%

Balance sheet

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Cash & equivalents$14.3M-17.6%
Total debt$1.3B—
Total equity$1.1B-8.3%
Total assets$2.3B+1.0%

Cash flow

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Operating cash flow$39.8M+131%

Valuation

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Market cap$905.68M-19.5%
P/E10.2×+1.3×

Returns & leverage

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Return on equity7.9%-4.8pp
Debt / equity2.1×—

Where this comes from

Reported directly by Kayne Anderson BDC in its filing.

Tagged under the XBRL concept us-gaap:TaxBasisOfInvestmentsGrossUnrealizedAppreciation.

The official record: Kayne Anderson BDC’s 10-K, filed March 2, 2026, on SEC EDGAR. View the filing →

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Questions, answered.

What is Kayne Anderson BDC's aggregate gross unrealized gain for federal tax purposes?
Kayne Anderson BDC (KBDC) reported aggregate gross unrealized gain for federal tax purposes of $40.13M in Q4 2025.
How has Kayne Anderson BDC's aggregate gross unrealized gain for federal tax purposes changed year-over-year?
Kayne Anderson BDC's aggregate gross unrealized gain for federal tax purposes increased by 8.5% year-over-year, from $36.98M to $40.13M.
What is the long-term trend for Kayne Anderson BDC's aggregate gross unrealized gain for federal tax purposes?
Over 4 years (2021 to 2025), Kayne Anderson BDC's aggregate gross unrealized gain for federal tax purposes has grown at a 35.7% compound annual growth rate (CAGR), from $11.83M to $40.13M.
What does aggregate gross unrealized gain for federal tax purposes mean?
Measures the total amount by which the fair market value of the investment portfolio exceeds its aggregate tax cost basis. This figure represents the potential tax liability that would be triggered if all appreciated assets were sold at their current market value. It is a vital metric for assessing the latent tax burden embedded within the portfolio.