The ABCs Of BDC Risk

There are multiple risks for your BDC investments now and three that specifically create risk for certain BDCs. Business development companies offer high yields but carry significant, often misunderstood risks, especially in falling interest rate environments. Volatile interest rates can damage BDC profitability and distributable income, causing dividend cuts and share price declines.

Seeking Alpha • Feb 23, 2026

Bain Capital Specialty Finance, Inc. Schedules Earnings Release for the Fourth Quarter Ended December 31, 2025

BOSTON--(BUSINESS WIRE)--Bain Capital Specialty Finance, Inc. (NYSE: BCSF, the “Company”) today announced it will report its financial results for the fourth quarter and fiscal year ended December 31, 2025 on Thursday, February 26, 2026 after market close. Management will host a conference call on Friday, February 27, 2026 at 8:00 a.m. Eastern Time to discuss the Company's financial results. Conference Call Information: A conference call to discuss the Company's financial results will be held l.

Business Wire • Feb 12, 2026

Bain Capital Specialty Finance: Remains A Sleeper Within The BDC Sector

Bain Capital Specialty Finance remains resilient amid sector headwinds, offering a 12.1% dividend yield and trading at a 22.47% discount to NAV. BCSF's portfolio is anchored by first lien debt, maintains low non-accruals at 0.7% of fair value, and demonstrates strong dividend coverage with spillover income. Despite NAV trending downward and limited net investment growth, BCSF's fundamentals support continued supplemental distributions over the next year.

Seeking Alpha • Feb 12, 2026

KBRA Assigns Rating to Bain Capital Specialty Finance, Inc.'s $350 Million Senior Unsecured Notes Due 2031

NEW YORK--(BUSINESS WIRE)-- #creditratingagency--KBRA assigns a rating of BBB to Bain Capital Specialty Finance, Inc.'s ("BCSF" or “the company”) $350 million, 5.95% senior unsecured notes due 2031. The rating Outlook is Stable. The proceeds will be used for general corporate purposes and for repayment of existing secured indebtedness. Key Credit Considerations The rating and Stable Outlook is supported by BCSF's ties to the ~$60 billion Bain Capital Credit ("BCC") credit platform, including ~$20 billion dedicated t.

Business Wire • Jan 26, 2026

Bain Capital Specialty Finance, Inc. Prices Public Offering of $350 Million 5.950% Senior Notes Due 2031

BOSTON--(BUSINESS WIRE)--Bain Capital Specialty Finance, Inc. (NYSE: BCSF or the “Company”) announced that it has priced an offering of $350 million aggregate principal amount of 5.950% senior notes due 2031 (the “Notes”). The Notes will mature on March 1, 2031 and may be redeemed in whole or in part at the Company's option at any time at par plus a “make-whole” premium, provided that the Notes may be redeemed at par one month prior to their maturity. The offering is expected to close on or abo.

Business Wire • Jan 23, 2026

Bain Capital Specialty Finance, Inc. Announces Special Dividend of $0.15 per Share

BOSTON--(BUSINESS WIRE)--Bain Capital Specialty Finance, Inc. (NYSE: BCSF, the “Company”, “our” or “we”) today announced that its Board of Directors (the “Board”) has declared a special dividend of $0.15 per share. The special dividend will be paid on January 26, 2026 to stockholders of record as of December 31, 2025. The special dividend is intended to manage our tax and RIC distribution requirements. “We are pleased to announce a special dividend for our shareholders driven by the Company's o.

Business Wire • Dec 22, 2025

Bain Capital Specialty Finance: 11.7% Dividend Yield And 17.6% Discount To NAV

Bain Capital Specialty Finance offers an 11.7% base dividend yield, but faces pressure from declining net investment income amid expected Fed rate cuts. BCSF's dividend coverage has weakened, and further rate cuts could threaten both supplemental and base dividends if origination growth does not accelerate. The portfolio grew modestly, but net investment activity slowed, and credit risk has ticked higher.

Seeking Alpha • Dec 2, 2025

Should Value Investors Buy Bain Capital Specialty Finance (BCSF) Stock?

Here at Zacks, our focus is on the proven Zacks Rank system, which emphasizes earnings estimates and estimate revisions to find great stocks. Nevertheless, we are always paying attention to the latest value, growth, and momentum trends to underscore strong picks.

Zacks Investment Research • Nov 14, 2025

BCSF Reports Earnings

BCSF Reports Earnings

The Motley Fool • Nov 11, 2025

Bain Capital Specialty Finance, Inc. (BCSF) Q3 2025 Earnings Call Transcript

Bain Capital Specialty Finance, Inc. ( BCSF ) Q3 2025 Earnings Call November 11, 2025 8:30 AM EST Company Participants Katherine Schneider - MD of Investor Relations & Secretary Michael Ewald - CEO & Director Michael Boyle - President & Director Amit Joshi - Chief Financial Officer Conference Call Participants Finian O'Shea - Wells Fargo Securities, LLC, Research Division Paul Johnson - Keefe, Bruyette, & Woods, Inc., Research Division Presentation Operator Good day, everyone, and welcome to today's Bain Capital Specialty Finance Third Quarter Ended September 30, 2025 Earnings Conference Call. [Operator Instructions] Please note today's call will be recorded, and I will be standing by should you need any assistance.

Seeking Alpha • Nov 11, 2025