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Bain Capital Specialty Finance (BCSF)

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Earnings summaries and quarterly performance for Bain Capital Specialty Finance.

Recent press releases and 8-K filings for BCSF.

Bain Capital Specialty Finance, Inc. Issues New Notes
BCSF
Debt Issuance
  • Bain Capital Specialty Finance, Inc. (BCSF) entered into a Fourth Supplemental Indenture on January 29, 2026, for the issuance of $350,000,000 aggregate principal amount of its 5.950% notes due 2031.
  • The Notes will mature on March 1, 2031, and bear interest at a rate of 5.950% per year, payable semi-annually on March 1 and September 1, commencing September 1, 2026.
  • The net proceeds from the offering were approximately $342.5 million, which the company intends to use to repay outstanding secured indebtedness under its financing arrangements and for general corporate purposes.
Jan 29, 2026, 10:11 PM
Bain Capital Specialty Finance, Inc. enters underwriting agreement for $350 million notes offering
BCSF
Debt Issuance
  • Bain Capital Specialty Finance, Inc. (BCSF) entered into an underwriting agreement on January 22, 2026, for the issuance and sale of $350 million aggregate principal amount of 5.950% Notes due 2031.
  • The notes will be sold to underwriters, including Wells Fargo Securities, LLC, J.P. Morgan Securities LLC, and SMBC Nikko Securities America, Inc., at a purchase price of 97.935% of the aggregate principal amount, plus accrued interest from January 29, 2026.
  • The closing date for payment and delivery of the securities is scheduled for January 29, 2026.
Jan 23, 2026, 9:48 PM
Bain Capital Specialty Finance, Inc. announces Q3 2025 results
BCSF
Earnings
Dividends
  • Bain Capital Specialty Finance, Inc. (BCSF) reported Net Investment Income per share of $0.45 and Net Income per share of $0.29 for Q3 2025.
  • The company's Net Asset Value per share was $17.40 as of September 30, 2025, a decrease from $17.56 as of June 30, 2025.
  • The Board of Directors declared a regular dividend of $0.42 per share and an additional dividend of $0.03 per share for the fourth quarter of 2025.
  • The total investment portfolio at fair value was $2,534.1 million with a weighted average yield at amortized cost of 11.1% and non-accrual investments at 1.5% of amortized cost as of September 30, 2025.
  • BCSF maintained strong liquidity totaling $570 million and reported an ending net debt-to-equity of 1.23x.
Nov 11, 2025, 12:30 PM
Bain Capital Specialty Finance reports Q3 2025 results and declares Q4 dividend
BCSF
Earnings
Dividends
New Projects/Investments
  • Bain Capital Specialty Finance (BCSF) reported net investment income per share of $0.45 and earnings per share of $0.29 for the third quarter ended September 30, 2025.
  • The company declared a total dividend of $0.45 per share for Q4 2025, consisting of a regular dividend of $0.42 per share and an additional dividend of $0.03 per share, payable to shareholders of record as of December 16, 2025.
  • Net asset value per share was $17.40 as of September 30, 2025, representing a $0.16 decline from the prior quarter.
  • Gross originations during Q3 2025 were $340 million, resulting in net investment fundings of $44 million. The investment portfolio's credit quality remained healthy, with non-accruals at 1.5% at amortized cost and 0.7% at fair value as of September 30, 2025.
  • The portfolio primarily comprises 64% first lien senior secured loans at fair value, and the company ended Q3 with a debt-to-equity ratio of 1.33 times.
Nov 11, 2025, 12:30 PM
Bain Capital Specialty Finance Reports Strong Q3 2025 Earnings and Declares Q4 Dividend
BCSF
Earnings
Dividends
New Projects/Investments
  • Bain Capital Specialty Finance (BCSF) reported strong third-quarter 2025 earnings, with net investment income per share at $0.45, exceeding its regular quarterly dividend by 7%, and an annualized yield on book value of 10.3%.
  • The company declared a total dividend of $0.45 per share for Q4 2025, including a regular dividend of $0.42 and an additional $0.03 per share, payable on December 30, 2025, to shareholders of record on December 16, 2025.
  • BCSF specializes in customized financing solutions for middle-market companies with EBITDA between $10 million and $150 million, primarily through senior secured loans and preferred equity.
  • Despite maintaining a robust dividend yield of approximately 12.07% and strong profitability with an 85.7% net margin, the stock is trading near its 52-week low, and analyst sentiment is mixed due to concerns over revenue decline and negative cash flow.
Nov 11, 2025, 1:25 AM
Bain Capital Specialty Finance, Inc. Announces Q3 2025 Financial Results and Q4 2025 Dividend
BCSF
Earnings
Dividends
New Projects/Investments
  • Bain Capital Specialty Finance, Inc. reported net investment income per share of $0.45 and net income per share of $0.29 for the third quarter ended September 30, 2025.
  • The company's net asset value per share was $17.40 as of September 30, 2025, a decrease from $17.56 as of June 30, 2025.
  • The Board of Directors declared a fourth-quarter 2025 dividend of $0.42 per share and an additional dividend of $0.03 per share, both payable to stockholders of record as of December 16, 2025.
  • As of September 30, 2025, the total fair value of investments was $2,534.1 million, and net investment fundings for the quarter were $44.0 million.
Nov 10, 2025, 10:31 PM
BCSF Announces Q3 2025 Financial Results and Q4 2025 Dividend
BCSF
Earnings
Dividends
New Projects/Investments
  • Bain Capital Specialty Finance, Inc. reported net investment income per share of $0.45 and net income per share of $0.29 for the third quarter ended September 30, 2025.
  • The company's net asset value per share was $17.40 as of September 30, 2025.
  • The Board of Directors declared a fourth quarter 2025 dividend of $0.42 per share and an additional dividend of $0.03 per share.
  • For the quarter ended September 30, 2025, gross investment fundings were $340.1 million and the net debt-to-equity ratio was 1.23x.
Nov 10, 2025, 10:26 PM

Quarterly earnings call transcripts for Bain Capital Specialty Finance.