FSK FS KKR Capital Corp

BEARISH Impact: 6/10 8-K
Horizon weeks Filed Jun 2, 2026 Processed 10d 12h ago SEC 0001104659-26-069537
8-K Item 1.01 + 5.02 (likely routine officer/director compensation agreement)
Latest settled — T+1d ⚠ clustered
FSK ▲ +1.57% at T+1d
SHORT call ✗ call lost -1.57% · α vs SPY -1.18% · entry $10.80 → $10.97
Next anchor: T+5d due 4d ago
Currently $11.06 · -2.41% from $10.80 entry (call sign-flipped)
Entry anchored
Jun 2, 2026
via day open
T+1d
+1.57%
call -1.57% · α -1.18%
$10.97
settled 10d ago
T+5d
call — · α —
due 4d ago
T+20d
call — · α —
in 18d
T+60d
call — · α —
in 2mo

Price Chart

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Executive Summary

FS KKR Capital Corp. priced a $900M offering of 7.500% Notes due 2031 via an underwriting agreement with a syndicate of 26 banks. The notes were priced at par with a yield of 7.500%, representing a spread of T+332.6 bps over the 4.125% May 2031 Treasury. The transaction increases the company's leverage by $900M in new debt, a material credit event for the BDC.

Key Financial Metrics

Deal Value
$900.0M

Actionable Insight

The $900M note issuance increases FSK's leverage meaningfully at a relatively high cost of debt (7.500%). Monitor the company's upcoming quarterly earnings for net investment income coverage of the higher interest expense and any impact on net asset value. The T+332.6 bps spread reflects the BDC's credit profile; any rating agency action (especially Moody's Ba1 stable) would be a key catalyst.

Key Facts

  • Issued $900,000,000 aggregate principal amount of 7.500% Notes due August 1, 2031
  • Underwriters purchased at 99.000% of par; issue price to public was 100.000%
  • Coupon of 7.500%, yield to maturity of 7.500%, spread of T+332.6 bps
  • Settlement date June 8, 2026 (T+5); maturity August 1, 2031
  • Ratings: Fitch BB+ (Neg), Kroll BBB- (Stable), Moody's Ba1 (Stable)
  • Optional redemption at make-whole (T+50 bps) prior to May 1, 2031, then at par
  • Net proceeds to be used for general corporate purposes, including repaying debt and investing in portfolio companies

Financial Impact

Adds $900M in new senior unsecured debt at 7.500% coupon, increasing annual interest expense by ~$67.5M

debtinterest expenseleverage

Risk Factors

  • Higher leverage from $900M new debt could pressure net investment income coverage ratios
  • 7.500% coupon adds ~$67.5M in annual interest expense, reducing distributable earnings
  • Potential for credit rating downgrade if leverage increases materially above current levels
  • BDC sector sensitivity to interest rate changes and credit market conditions

Market Snapshot

Exchange
NYSE
Analyst Consensus
27% bullish (15 analysts)

Documents Analyzed

This report is based on 5 SEC documents filed with EDGAR.

DocumentAccession Number
8-K Filing (Primary)0001104659-26-069537
Document: tm2616700d2_8k.htm0001104659-26-069537
Document: 0001104659-26-069537-index-headers.html0001104659-26-069537
Document: 0001104659-26-069537-index.html0001104659-26-069537
Document: 0001104659-26-069537.txt0001104659-26-069537
16 reports for FSK
Performance horizon

Track record builds as more directional reports settle.

Filters
Rows
Reports for FSK — sortable, filterable
Type Now
Jun 8, 2026
4d ago
8-K
NEUTRAL ★ 4/10
$10.64 awaiting T+1awaiting T+1$11.06 (+3.95%)
Jun 2, 2026
10d ago
8-K
BEARISH ★ 6/10
$10.80 $10.97▼ −1.57%▼ −1.18%$11.06 (−2.41%)
Jun 2, 2026
10d ago
8-K
NEUTRAL ★ 5/10
$10.90 $10.80▼ −0.92%▼ −0.20%$11.06 (+1.47%)
May 18, 2026
25d ago
8-K
NEUTRAL ★ 2/10
$10.59 $10.96▲ +3.49%▲ +2.45%$11.06 (+4.44%)
May 12, 2026
4w ago
8-K
NEUTRAL ★ 4/10
$10.72 $10.72· 0.00%▲ +0.00%$11.06 (+3.17%)
May 11, 2026
4w ago
8-K
BEARISH ★ 8/10
$10.76 $10.78▼ −0.19%▼ −0.32%$11.06 (−2.79%)
May 5, 2026
5w ago
DEFA14A
NEUTRAL ★ 3/10
$11.50 $11.42▼ −0.70%▼ −2.08%$11.06 (−3.83%)
Apr 30, 2026
6w ago
DEFA14A
NEUTRAL ★ 2/10
$11.55 $11.62▲ +0.61%▲ +0.95%$11.06 (−4.24%)
Apr 30, 2026
6w ago
DEFA14A
NEUTRAL ★ 2/10
$11.55 $11.62▲ +0.61%▲ +0.95%$11.06 (−4.24%)
Apr 30, 2026
6w ago
DEFA14A
NEUTRAL ★ 2/10
$11.55 $11.62▲ +0.61%▲ +0.95%$11.06 (−4.24%)
Showing 10 of 16

US Market Status

Market Closed — Opens Mon (52h 15m)

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