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Bookmarked by
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Avg position size
—
of holders' portfolios
13F filers
0
institutions
Market cap
$795.9M
65M shares
52-week range
$11.82 – $15.84
17% from low
Exchange
NYSE
CS
Click rows below (any statement) to add/remove series. Selection stays as you switch tabs.
| 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | |
|---|---|---|---|---|---|---|---|---|
| Revenue | $73.6M | $161.0M | $77.2M | $175.4M | $168.8M | $218.0M | $212.9M | $239.2M |
| Cost of revenue | $514.0K | $66.3M | $63.3M | $51.3M | $52.3M | $80.0M | $74.7M | $55.3M |
| Gross profit | $73.1M | $94.7M | $13.9M | $124.1M | $116.5M | $138.0M | $138.2M | $183.9M |
| Gross margin | 99.3% | 58.8% | 18.0% | 70.7% | 69.0% | 63.3% | 64.9% | 76.9% |
| R&D | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 |
| Operating income | $69.3M | $98.1M | $8.5M | $119.9M | $106.3M | $126.7M | $123.9M | $180.9M |
| EBITDA | $50.7M | $98.1M | $8.5M | $119.9M | $106.3M | $126.7M | $123.9M | $183.1M |
| Net income | $26.6M | $98.1M | $8.3M | $119.8M | $105.5M | $123.4M | $119.4M | $98.8M |
| Net margin | 36.2% | 60.9% | 10.7% | 68.3% | 62.5% | 56.6% | 56.1% | 41.3% |
| EPS (diluted) | 0.68 | 1.87 | 0.14 | 1.86 | 1.63 | 1.91 | 1.85 | 1.52 |
Annual figures · source: Financial Modeling Prep
| Year | Est. revenue | Est. EPS | EPS range | # Analysts |
|---|---|---|---|---|
| 2026 | $257M | $1.69 | $1.62–$1.75 | 2 |
| 2027 | $244M | $1.48 | $1.43–$1.54 | 2 |
| 2028 | $241M | $1.39 | $1.34–$1.44 | 2 |
Forward consensus · source: Financial Modeling Prep
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 in middle-market companies. Its portfolio of investments includes First Lien Senior Secured Loan, Preferred Equity, Equity Interest, Warrants, and Second Lien Senior Secured Loan, and others.
www.baincapitalspecialtyfinance.comNo one on the platform currently holds BCSF.
No tracked institution reports a position in BCSF as of their last filing.
| Ex-date | Per share | Pay date |
|---|---|---|
| 2026-06-15 | $0.4200 | 2026-06-29 |
| 2026-03-16 | $0.4200 | 2026-03-30 |
| 2025-12-31 | $0.1500 | 2026-01-26 |
| 2025-12-16 | $0.4200 | 2025-12-30 |
| 2025-12-16 | $0.0300 | 2025-12-30 |
| 2025-09-16 | $0.0300 | 2025-09-30 |
| 2025-09-16 | $0.4200 | 2025-09-30 |
| 2025-06-16 | $0.0300 | 2025-06-30 |
| 2025-06-16 | $0.4200 | 2025-06-30 |
| 2025-03-17 | $0.4200 | 2025-03-31 |
No one on the platform has traded BCSF yet.
| +0.36% |
| $606M |
| — |
| GSBDGoldman Sachs BDC, Inc. | $9.71 | +2.53% | $1.1B | — |
| KBDCKayne Anderson BDC, Inc. | $13.96 | +0.94% | $926M | — |
Source: Financial Modeling Prep · peers by sector/industry
| 2025-03-17 |
| $0.0300 |
| 2025-03-31 |
| 2024-12-31 | $0.4200 | 2025-01-31 |
Trading at 6.9× earnings vs its 8.8× historical median P/E.
Fair value ≈ $15.88 · price $12.50 today
Fair-value line = the stock's median historical P/E × earnings. Price below the orange line = cheap vs its own history; above = expensive. Not investment advice.
Click to see transaction details on SEC.gov. Form 4s cover trades by officers, directors, and 10%+ owners, due within 2 business days of the trade.
$BCSF Share Price: $12.83 Contract Selected: Jan 15, 2027 $7.5 Calls Buy Zone: $2.80 – $3.46 Target Zone: $4.65 – $5.68 Potential Upside: 57% ROI Time to Expiration: 219 Days | Updates via https://fxcapta.com/stockinfo/
View on StockTwits ↗https://marketbeat.com/a/8650910/ $BCSF Bain Capital Specialty Finance Q1 Earnings Call Highlights
View on StockTwits ↗$BCSF Q1 '26 Earnings Results & Recap • Reported GAAP EPS of $0.05 down -88.64% YoY • Reported revenue of $42.2M down -33.31% YoY
View on StockTwits ↗Anthropic has secured $1.5B in backing for a new JV alongside a heavy-hitting consortium of Wall Street institutions - $BX $GS and Hellman & Friedman are leading the initiative to deploy AI across their expansive global investment portfolios The new consulting entity will receive an initial $300M investment from each of the 3 lead firms. Investment bank Goldman Sachs & PE group General Atlantic will also commit $150M apiece to the project Its primary objective is to open new commercial markets for Anthropic’s suite of powerful Ai tech These technologies include Claude Code, a software tool that has significantly impacted the business world throughout the current year. The tool’s rapid adoption has triggered a selloff in several listed software companies & raised concerns regarding the long-term viability of several enterprise software firms Separately, OpenAI has raised more than $4B for its own JV focused on corporate AI adoption. This rival entity, named The Deployment Company, has reportedly drawn backing from 19 investors including $TPG $BAM $BCSF & Advent The deal for The Deployment Company reportedly values the new venture at $10B, excluding the newly raised capital. OpenAI will maintain a majority ownership stake & exercise control over the new organization
View on StockTwits ↗$BCSF Q4 '25 Earnings Results & Recap Bain Capital Specialty Finance, Inc.'s Board of Directors declared a dividend of $0.42 per share for the first quarter of 2026, payable to stockholders of record as of March 16, 2026.
View on StockTwits ↗$BCSF got some cheap contracts today while the market was sleeping on them. Up 32% in minutes
View on StockTwits ↗$BCSF is a business development company (BDC) managed by Bain Capital; it provides financing to middle-market companies and offers a high dividend yield with credit risk.
View on StockTwits ↗$BCSF Excellent article that nails exactly where BCSF stands right now. So if you want to update your BCSF knowledge or get acquainted with BCSF, this is a must read. https://everyticker.com/quote/BCSF/analysis/bcsf-core-middle-market-prowess-fuels-consistent-shareholder-returns
View on StockTwits ↗$F $ORCL $PHAR $CG $BCSF Top five weekend stock stories: 1) Ford (F) held discussions with Xiaomi (XIACF) over a partnership to help Chinese carmakers gain a foothold in the U.S., Demetri Sevastopulo, Christian Davies, Kana Inagaki, and Gloria Li of The Financial Times reports, citing four people familiar with the matter. During preliminary discussions, Ford explored forming a joint venture with Xiaomi to create EVs in the U.S., the sources added. Ford has also discussed with BYD (BYDDF) about a potential U.S. collaboration. 2) Oracle (ORCL) announced its full calendar year 2026 plan to fund the expansion of its Oracle Cloud Infrastructure business. Oracle is raising money in order to build additional capacity to meet the contracted demand from its largest Oracle Cloud Infrastructure customers. Oracle expects to raise $45 to $50 billion of gross cash proceeds during the 2026 calendar year. The company plans to achieve its funding objective by using a balanced combination of debt and equity financing to maintain a solid investment-grade balance sheet. 3) Pharming (PHAR) announced that the U.S. Food and Drug Administration, FDA, has issued a Complete Response Letter, CRL, to its supplemental New Drug Application, sNDA, for Joenja, an oral, selective phosphoinositide 3-kinase delta inhibitor, as a treatment for children aged 4 to 11 years with activated phosphoinositide 3-kinase delta syndrome, APDS, a rare primary immunodeficiency. The FDA raised an issue with the potential for underexposure in lower weight pediatric patients. As a result, the FDA has requested additional pediatric pharmacokinetic data to reassess the proposed pediatric doses and confirm that children in the lower weight dose groups can achieve exposure levels comparable to the approved adult and adolescent regimen. The letter also identified an issue with one of the analytical methods used for production batch testing, and the FDA requested additional data and clarification on this point. 4) Carlyle (CG) has started exploratory talks with UAE investors to bring in partners should its agreement to purchase Lukoil's international assets proceed, Shadia Nasralla and Anna Hirtenstein of Reuters reports, citing three sources with knowledge of the process. 5) Bain Capital (BCSF) has finalized plans to acquire FineToday in a deal set to be worth $1.29B, Reuters reports, citing Nikkei. CVC Capital Partners intends to divest all of FineToday's shares.
View on StockTwits ↗$BCSF +0.46% +1.07% DIVIDEND 1/26/26 = 20.73% APR
View on StockTwits ↗$BCSF we getting a special of .15 separate from the regular divy! Nice!
View on StockTwits ↗$BCSF Valuation sensitivity is high because visibility is uneven; commercial execution has to tighten in upcoming quarters — a credible cadence of milestones would shift sentiment. The thesis tightens only when delivery matches ambition.
View on StockTwits ↗Keefe, Bruyette & Woods has adjusted their stance on Bain Capital Specialty ( $BCSF ), setting the rating to Outperform with a target price of 16.
View on StockTwits ↗Recent $TICKER stream from stocktwits.com — refreshed every 5 minutes. Sentiment tags are self-reported by posters. Not investment advice.