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

Bain Capital Specialty Finance, Inc. Announces September 30, 2025 Financial Results and Declares Fourth Quarter 2025 Dividend of $0.42 per Share

BOSTON--(BUSINESS WIRE)--Bain Capital Specialty Finance, Inc. (NYSE: BCSF, the “Company”, “our” or “we”) today announced financial results for the third quarter ended September 30, 2025, and that its Board of Directors (the “Board”) has declared a dividend of $0.42 per share for the fourth quarter of 2025 and an additional dividend of $0.03 per share that was previously announced. “BCSF delivered another strong quarter of earnings driven by high net investment income that exceeded our regular d.

Business Wire • Nov 10, 2025

Bain Capital Specialty Finance, Inc. Schedules Earnings Release for the Third Quarter Ended September 30, 2025

BOSTON--(BUSINESS WIRE)--Bain Capital Specialty Finance, Inc. (NYSE: BCSF, the “Company”) today announced it will report its financial results for the third quarter ended September 30, 2025 on Monday, November 10, 2025 after market close. Management will host a conference call on Tuesday, November 11, 2025 at 8:30 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 live at 8:30 a.m.

Business Wire • Oct 28, 2025

Can Bain Capital Specialty Finance Weather BDC Headwinds?

Bain Capital Specialty Finance is highlighted as BDC stocks trade near lows while the S&P 500 rises. Historically, BDC prices reflect market sentiment more than intrinsic value, making them volatile investments. Bonds in the BDC sector have offered better risk-return profiles, but current stock valuations are becoming attractive.

Seeking Alpha • Oct 13, 2025

Bain Capital Specialty Finance: P/NAV Of 0.78x, Double-Digit Yield; This BDC Is A Hidden Gem (Rating Downgrade)

Bain Capital Specialty Finance is downgraded from buy to hold due to increased economic volatility and lower base rates impacting earnings. BCSF maintains solid credit quality and manageable non-accruals, but net investment income and NAV have declined amid sector headwinds. Leverage has risen above peer averages, and refinancing 2026 debt at higher rates could pressure BCSF's financials despite adequate liquidity.

Seeking Alpha • Oct 9, 2025

Are Investors Undervaluing Bain Capital Specialty Finance (BCSF) Right Now?

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 • Oct 6, 2025

4 Stocks Offering Strong Shareholder Yield for a Resilient Portfolio

CNQ, BCSF, CSX, and VZ stand out with strong shareholder yield, blending income, buybacks and debt reduction for portfolio defense.

Zacks Investment Research • Sep 24, 2025