Summary

• Trinity Capital Inc. remains a top BDC pick, sustaining strong outperformance and robust Q1 2026 results despite sector headwinds.
• The dividend coverage, capital structure and portfolio quality signal a superior margin of safety versus peers.
• Despite the recent run-up in the share price, Trinity still remains the cheapest high-quality internally managed BDC.
• In the article, I explain in more detail why I remain very bullish on Trinity.

Since July 2025, I have maintained a clear buy rating on Trinity Capital Inc. (TRIN) and issued numerous follow-up pieces suggesting investors keep holding (and adding) to this BDC darling despite its gains.

And this

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Analyst’s Disclosure: I/we have a beneficial long position in the shares of KBDC either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

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