Searching for High-Yield Dividend Stocks? Citizens JMP Recommends Two Options — One Boasts an Impressive 13% Yield
Investment Strategy for 2026: As investors prepare for 2026, focusing on high-yield dividend stocks, particularly business development companies (BDCs), is recommended to maintain portfolio momentum amidst bullish market conditions.
Trinity Capital Overview: Trinity Capital, a BDC with a strong track record of consistent dividend payments and a current yield of 13.5%, is highlighted for its solid investment income growth and optimistic outlook for 2026.
Blue Owl Technology Finance Profile: Blue Owl Technology Finance, a tech-focused BDC, aims to provide credit to upper middle-market tech firms and has reported a forward yield of 11%, with expectations for continued growth in net investment income.
Analyst Ratings and Market Potential: Both Trinity Capital and Blue Owl Technology Finance have received "Outperform" ratings from analysts, indicating potential for significant returns, with price targets suggesting upside gains of 16% and 20%, respectively.
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GraniteShares Advisors Exits Trinity Capital, Selling 212,465 Shares Worth $3.29 Million
- Complete Exit: GraniteShares Advisors sold 212,465 shares of Trinity Capital in Q4 for approximately $3.29 million, reducing its stake to zero, indicating uncertainty about future returns.
- Strong Quarterly Performance: Despite GraniteShares' exit, Trinity Capital reported total investment income of $75.6 million in the latest quarter, up over 22% year-over-year, showcasing successful execution in risk management and credit strategies.
- Diminished Dividend Appeal: With a 15% dividend yield, Trinity Capital's attractiveness has waned as GraniteShares' exit suggests reduced investor confidence, particularly as safer income alternatives offer competitive yields.
- Market Environment Impact: Given the cyclical nature of venture debt, GraniteShares' full exit signals potential shifts in credit conditions that could affect Trinity Capital's future performance, especially within a portfolio skewed towards large-cap growth and liquid assets.

GraniteShares Exits Entire Stake in Trinity Capital, Losing $3.29 Million
- Complete Exit: GraniteShares fully exited its position in Trinity Capital during Q4, selling 212,465 shares and incurring a loss of $3.29 million, indicating a diminished confidence in the company's future performance.
- Declining AUM Proportion: The sale reduced GraniteShares' stake in Trinity Capital from 1.9% to zero, reflecting a reassessment of this investment that could impact its overall asset allocation strategy.
- Investment Income Performance: Despite Trinity Capital posting $75.6 million in investment income for the latest quarter, a 22% year-over-year increase, GraniteShares' exit suggests a pessimistic outlook on future income growth.
- Market Competitive Pressure: Trinity Capital's stock rose 13% over the past year, slightly trailing the S&P 500's 14% gain, and GraniteShares' exit may reflect increasing market competition and shifting risk appetites.






