Bain Capital Specialty Finance (BCSF) Expected to Announce Earnings on Monday

Key Points

• Bain Capital Specialty Finance (BCSF) will report Q1 2026 results after the close on May 4, with analysts forecasting $0.44 EPS and ~$65.58 million in revenue; a conference call is scheduled for May 5 at 8:30 AM ET.
• The company sharply raised its quarterly dividend to $0.42 (from $0.03), an annualized $1.68 that yields about 12.8%, though the dividend payout ratio is a high 109.8%.
• BCSF trades near $13.13 with a P/E of ~8.6 and $852M market cap; Wall Street’s consensus is a "Hold" with a $14 price target while several institutional investors have recently increased positions.

Bain Capital Specialty Finance (NYSE:BCSF - Get Free Report) is expected to release its Q1 2026 results after the market closes on Monday, May 4th. Analysts expect Bain Capital Specialty Finance to post earnings of $0.44 per share and revenue of $65.5780 million for the quarter. Interested persons can find conference call details on the company's upcoming Q1 2026 earning report page for the latest details on the call scheduled for Tuesday, May 5, 2026 at 8:30 AM ET.

Bain Capital Specialty Finance (NYSE:BCSF - Get Free Report) last released its quarterly earnings data on Thursday, February 26th. The company reported $0.46 EPS for the quarter, topping the consensus estimate of $0.45 by $0.01. The company had revenue of $66.33 million for the quarter, compared to the consensus estimate of $68.48 million. Bain Capital Specialty Finance had a return on equity of 10.74% and a net margin of 36.14%. On average, analysts expect Bain Capital Specialty Finance to post $2 EPS for the current fiscal year and $2 EPS for the next fiscal year.

Bain Capital Specialty Finance Trading Down 0.0%

BCSF opened at $13.13 on Monday. The stock's fifty day moving average is $12.77 and its two-hundred day moving average is $13.48. The company has a market capitalization of $851.68 million, a P/E ratio of 8.58 and a beta of 0.57. Bain Capital Specialty Finance has a 52 week low of $11.82 and a 52 week high of $16.00. The company has a quick ratio of 1.82, a current ratio of 1.82 and a debt-to-equity ratio of 1.32.

Bain Capital Specialty Finance Increases Dividend

The company also recently disclosed a quarterly dividend, which was paid on Monday, March 30th. Shareholders of record on Monday, March 16th were issued a dividend of $0.42 per share. This represents a $1.68 annualized dividend and a yield of 12.8%. The ex-dividend date was Monday, March 16th. This is an increase from Bain Capital Specialty Finance's previous quarterly dividend of $0.03. Bain Capital Specialty Finance's dividend payout ratio (DPR) is 109.80%.

Hedge Funds Weigh In On Bain Capital Specialty Finance

Several institutional investors have recently bought and sold shares of the business. North Ground Capital increased its holdings in shares of Bain Capital Specialty Finance by 258.0% in the 4th quarter. North Ground Capital now owns 626,514 shares of the company's stock valued at $8,715,000 after acquiring an additional 451,514 shares during the period. Millennium Management LLC increased its holdings in shares of Bain Capital Specialty Finance by 263.5% in the 3rd quarter. Millennium Management LLC now owns 511,115 shares of the company's stock valued at $7,283,000 after acquiring an additional 370,507 shares during the period. Two Sigma Investments LP increased its holdings in shares of Bain Capital Specialty Finance by 310.0% in the 3rd quarter. Two Sigma Investments LP now owns 489,550 shares of the company's stock valued at $6,976,000 after acquiring an additional 370,156 shares during the period. Russell Investments Group Ltd. purchased a new position in shares of Bain Capital Specialty Finance in the 4th quarter valued at $2,493,000. Finally, Cerity Partners LLC purchased a new position in shares of Bain Capital Specialty Finance in the 4th quarter valued at $1,574,000.

Wall Street Analyst Weigh In

Several research firms have commented on BCSF. Wells Fargo & Company reduced their price objective on Bain Capital Specialty Finance from $14.00 to $13.00 and set an "equal weight" rating on the stock in a report on Tuesday, March 3rd. Keefe, Bruyette & Woods cut their target price on shares of Bain Capital Specialty Finance from $16.00 to $15.00 and set an "outperform" rating on the stock in a research report on Tuesday, March 3rd. One analyst has rated the stock with a Buy rating and two have issued a Hold rating to the company. According to MarketBeat, Bain Capital Specialty Finance currently has an average rating of "Hold" and a consensus price target of $14.00.

Bain Capital Specialty Finance Company Profile

Bain Capital Specialty Finance NYSE: BCSF is a closed-end interval fund organized as a specialty finance company. Since commencing operations in March 2017, the company has focused on originating and acquiring debt and equity investments in middle-market companies. It is structured to offer investors access to private credit and special situations strategies that are typically unavailable through traditional public debt markets.

The firm's core business activities include direct lending to U.S.

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