Fintel reports that on September 1, 2026, UBS upgraded their outlook for Nuveen Churchill Direct Lending (NYSE:NCDL) from Neutral to Buy.
This upgrade follows a prior action by UBS on May 18, 2026, when the firm maintained its rating of Neutral. In other recent analyst activity, Keefe, Bruyette & Woods maintained its Market Perform rating on August 10, 2026.
On August 31, 2026, the day before the rating action, the stock closed at $12.51. On September 2, 2026, the session following the upgrade, the stock closed at $12.60, representing a change of +0.72%. More recently, the stock closed at $12.57 on September 3, 2026. This latest close represents a price change of +1.37% over one week, relative to a baseline close of $12.40 on August 27, 2026. Over a one-month period, the price change is +0.88% from a baseline close of $12.46 on August 3, 2026.
As of August 28, 2026, the current consensus target mean and median for the stock stood at $14.66, representing an implied change of +16.65%. This is a decrease from the prior consensus target mean of $14.92 recorded on August 4, 2026, which reflects a consensus target revision of -1.71%.
Nuveen Churchill Direct Lending reported its latest earnings on August 6, 2026. The actual earnings per share (EPS) was 0.41, compared to the estimated EPS of 0.3978, representing a surprise of +3.07%. The actual revenue for the period was $27,023,000,000,000.00, while the estimated revenue was $47,513,640,000,000.00.
For the current recommendation period of August 1, 2026, the aggregate recommendations consisted of 3 strong buy, 5 buy, 3 hold, 1 sell, and 0 strong sell ratings, totaling 12 recommendations. This breakdown represents 66.7% positive, 25.0% hold, and 8.3% negative recommendations. These figures are identical to the prior recommendation period of July 1, 2026, which also had 3 strong buy, 5 buy, 3 hold, 1 sell, and 0 strong sell ratings, totaling 12 recommendations with 66.7% positive, 25.0% hold, and 8.3% negative recommendations.
Recent analyst actions
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This story originally appeared on Fintel.