Bain Capital Specialty Finance/$BCSF

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About Bain Capital Specialty Finance

Bain Capital Specialty Finance Inc is an externally managed, closed-end, non-diversified management investment company. The company's objective is to provide risk-adjusted returns and current income to investors by investing predominantly in middle-market companies with between $10.0 million and $150.0 million in annual EBITDA. Its portfolio of investments includes First Lien Senior Secured Loan, Preferred Equity, Equity Interest, Warrants, and Second Lien Senior Secured Loan among others.

Ticker

$BCSF
Sector

Primary listing

NYSE

Employees

-

BCSF Metrics

BasicAdvanced
$944M
8.76
$1.66
0.87
$1.80
11.54%

What the Analysts think about BCSF

Analyst ratings (Buy, Hold, Sell) for Bain Capital Specialty Finance stock.

Bulls say / Bears say

Weighted average portfolio yield of 11.4% versus a weighted average debt cost of 4.8% in Q2 2025 creates a robust net interest spread of about 6.6%. (Investing.com)
Conservative portfolio mix with 84% first-lien exposure (including joint ventures) and 95.5% of assets performing as expected provides strong downside protection. (Investing.com)
Shares traded at a 16.4% discount to NAV as of August 5, 2025, offering potential upside if the discount to NAV narrows. (Investing.com)
Weighted average portfolio yield compressed to 11.4% in Q2 2025 from 13.1% a year earlier, signaling potential net interest margin erosion. (Investing.com)
Net investment income per share declined to $0.47 in Q2 2025 from $0.50 in Q1 2025, indicating downward pressure on earnings and dividend coverage. (Investing.com)
Net debt-to-equity ratio rose to 1.20x in Q2 2025 from 0.95x a year earlier, increasing financial leverage and balance sheet risk. (Investing.com)
Data summarised monthly by Lightyear AI. Last updated on 6 Sept 2025.

BCSF Financial Performance

Revenues and expenses
QuarterlyAnnual
Q3 24
QoQ growth
Revenue
$37B
-39.75%
Net income
$45B
107.52%
Profit margin
37.65%
6.78%

BCSF Earnings Performance

Company profitability
QuarterlyAnnual
Q4 23
Q1 24
Q2 24
Q3 24
Q4 24
Actual
$3.69
$2.85
$2.45
$2.42
-
Expected
$3.55
$2.61
$2.05
$2.31
$3.94
Surprise
3.94%
9.20%
19.51%
4.63%
-
Data displayed above is indicative only and its accuracy or completeness is not guaranteed. Actual execution price may vary. Past performance is not indicative of future results. Your return may be affected by currency fluctuations and applicable fees and charges. Capital at risk.
Real-time US market data is sourced from the IEX order book provided by Polygon. After-hours US market data is 15 minutes delayed and may differ significantly from the actual tradable price at market open.

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Sept30
Bain Capital Specialty Finance
DividendPayment
$0.03Per share
Sept30
Bain Capital Specialty Finance
DividendPayment
$0.42Per share
Dec16
Bain Capital Specialty Finance
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