Audited annual filings, TTM ratios and consensus forward estimates
Wall Street price targets and rating actions
Revenue disaggregation per 10-K filing
Annual filings (FY) with consensus forward estimates (hatched)
1255 daily bars · split adjusted
Current price $10.07
Latest analyst grade actions
| Date | Firm | Action | Previous | New grade |
|---|---|---|---|---|
| Aug 17, 26 |
Daily · Wilder smoothing
| Keefe, Bruyette & Woods |
| downgrade |
| Outperform |
| Market Perform |
| Aug 12, 26 | Wells Fargo | maintain | Equal Weight | Equal Weight |
| Mar 3, 26 | Keefe, Bruyette & Woods | maintain | Outperform | Outperform |
| Mar 3, 26 | Wells Fargo | maintain | Equal Weight | Equal Weight |
| Jan 7, 26 | Wells Fargo | downgrade | Overweight | Equal Weight |
| Dec 19, 25 | Keefe, Bruyette & Woods | upgrade | Market Perform | Outperform |
| Nov 13, 25 | Keefe, Bruyette & Woods | maintain | Market Perform | Market Perform |
| Nov 12, 25 | Wells Fargo | maintain | Overweight | Overweight |
| Apr 28, 25 | Wells Fargo | maintain | Overweight | Overweight |
Classic floor pivots from 2026-10-23
Computed from daily OHLCV bars
| Indicator | Value | Type | Action |
|---|---|---|---|
| RSI (14) | 31.07 | Oscillator | Neutral |
| Stochastic %K (14, 3, 3) | 11.11 | Oscillator | Buy |
| Williams %R (14) | -92.08 | Oscillator | Buy |
| MACD (12, 26, 9) | -0.34 (Hist -0.02) | Oscillator | Strong Sell |
| Average Directional Index (14) | 39.86 (+DI 10.3 / -DI 25.6) | Trend | Strong Sell |
| EMA 20 | 10.57 | MA | Strong Sell |
| SMA 20 | 10.63 | MA | Strong Sell |
| EMA 50 | 11.15 | MA | Strong Sell |
| SMA 50 | 11.25 | MA | Strong Sell |
| SMA 200 | 12.54 | MA | Strong Sell |
Stock news · updated daily
Morningstar (NASDAQ: MORN - Get Free Report) and Bain Capital Specialty Finance (NYSE: BCSF - Get Free Report) are both finance companies, but which is the better business? We will compare the two companies based on the strength of their dividends, risk, institutional ownership, profitability, valuation, earnings and analyst recommendations. Profitability This table compares Morningstar and Bain
BCSF, BBW and FSBW have been added to the Zacks Rank #5 (Strong Sell) List on September 23rd, 2026.
Bain Capital Specialty Finance, Inc. (NYSE: BCSF - Get Free Report) shares hit a new 52-week low during trading on Monday. The stock traded as low as $10.95 and last traded at $11.1760, with a volume of 774734 shares. The stock had previously closed at $11.09. Wall Street Analysts Forecast Growth Several equities research analysts
Rate hikes are back on the table. For most investors, that's bad news.
Bank of America Corp DE lowered its holdings in shares of Bain Capital Specialty Finance, Inc. (NYSE: BCSF) by 14.5% during the first quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 2,737,475 shares of the company's stock after selling
BCSF has several signs of an upcoming dividend cut. Its nearly 15% forward yield is unsustainable, with only a 5% NII margin of safety and special dividends already halted. Upcoming $300M debt refinancing at higher rates and persistent NAV declines increase pressure on NII and dividend stability.
Bain Capital Specialty Finance NYSE: BCSF reported second-quarter net investment income of $28.6 million, or $0.44 per share, which covered its $0.42-per-share base dividend by 105%, the company said during its earnings call. Net investment income represented an annualized return on equity of 10.5%.
Bain Capital Specialty Finance, Inc. (BCSF) Q2 2026 Earnings Call Transcript
Reported EPS vs. consensus estimate
| Report date | EPS est. | EPS actual | Surprise | Revenue |
|---|---|---|---|---|
| Aug 10, 2026 | 0.42 | 0.44 | Beat 4.3% | $62.35M |
| May 11, 2026 | 0.44 | 0.42 | Miss -4.5% | $66.17M |
| Feb 26, 2026 | 0.45 | 0.46 | Beat 2.2% | $68.20M |
| Nov 10, 2025 | 0.45 | 0.45 | Beat 0.0% | $42.67M |
| Aug 5, 2025 | 0.43 | 0.47 | Beat 9.3% | $73.71M |
| May 5, 2025 | 0.48 | 0.50 | Beat 4.2% | $51.99M |
TTM vs. 5-year historical average (annual ratios)
| Metric | BCSF | Historical (5Y) / ref | Status |
|---|---|---|---|
| P/E ratio (TTM) | 10.1x | 8.4x · sector 20.4x | Discount |
| Forward P/E (FY26E) | 6.1x | EPS est. 1.64 | Discount |
| Price / Book | 0.6x | 0.8x | Discount |
| Price / Sales | 3.4x | 4.7x | Discount |
| EV / EBITDA | 18.1x | 17.6x | In line |
| Return on equity | 5.8% | — | Weak |
| Gross margin | 66.6% | 69.0% | In line |
| Debt / Equity | 1.39 | 1.23 | Moderate |
| Piotroski / Altman Z | 7/9 | Z 0.52 | Distress |
Discounted cash flow model
Free float vs. closely held shares
13F institutional holdings are not available in the current data plan.
SEC Form 4 filings
| Date | Insider | Role | Type | Shares @ price | Value |
|---|---|---|---|---|---|
| Feb 18, 26 | Hooper Caroline Willis | 0 | — | ||
| Mar 3, 26 | Rusnak-Carlson Sabrina | officer: General Counsel | P-Purchase | 2,300 @ $12.55 | $28.86K |
| Nov 5, 25 | Rusnak-Carlson Sabrina | officer: General Counsel | 0 | — | |
| Mar 17, 25 | Richer Clare Stack | director | P-Purchase | 1,530 @ $16.43 | $25.14K |
| Jan 1, 24 | Joshi Amit | 0 | — | ||
| Jul 27, 22 | Yeager Jessica | 0 | — | ||
| Aug 10, 22 | Richer Clare Stack | director: | P-Purchase | 3,400 @ $14.59 | $49.61K |
| Mar 25, 22 | Hough Thomas A. | director: | P-Purchase | 6,272 @ $15.94 | $99.97K |
SEC EDGAR filings · last 12 months
| Form | Filed | Accepted | Document |
|---|---|---|---|
| 8-K | Aug 10, 2026 | 2026-08-10 16:57:12 | View |
| 10-Q | Aug 10, 2026 | 2026-08-10 16:33:33 | View |
| 8-K | Jul 31, 2026 | 2026-07-30 20:11:41 | View |
| 8-K | Jul 23, 2026 | 2026-07-23 16:05:14 | View |
| 8-K | May 22, 2026 | 2026-05-22 11:27:41 | View |
| 8-K | May 12, 2026 | 2026-05-11 18:02:53 | View |
| 10-Q | May 11, 2026 | 2026-05-11 17:03:14 | View |
| 8-K | Apr 29, 2026 | 2026-04-29 08:00:10 | View |
| SC 13G/A | Apr 27, 2026 | 2026-04-27 12:54:45 | View |
| DEF 14A | Apr 20, 2026 | 2026-04-20 16:11:19 | View |
Proxy statement (DEF 14A) disclosures