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Bain Capital Specialty Finance (BCSF)
NYSE:BCSF
Earnings Data
Report Date
Mar 03, 2026After Close (Confirmed)
Period Ending
2025 (Q4)Consensus EPS Forecast
0.47Last Year’s EPS
0.52Same Quarter Last Year
Moderate Buy
Based on 3 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Neutral
The earnings call highlighted a strong net investment income and stable credit quality, alongside an increase in deal activity and a resilient dividend strategy. However, challenges were noted in the decline of net asset value, lower total investment income, and net realized and unrealized losses. Despite these lowlights, the company's strong dividend yield and stable credit quality provide a positive outlook.Company Guidance
Strong Net Investment Income
Q3 net investment income per share was $0.45, representing an annualized yield on book value of 10.3% and exceeding the regular quarterly dividend by 7%.
Stable Credit Quality
Investments on non-accrual represented just 1.5% and 0.7% at amortized cost and fair value, respectively, as of September 30, with non-accruals relatively stable from the prior quarter.
Increased Deal Activity
New deal activity picked up across the middle market, driven by new LBO and M&A activity, with BCSS gross originations at $340 million for the quarter.
Resilient Dividend Strategy
Board declared a fourth quarter dividend equal to $0.42 per share and an additional dividend of $0.03 per share, maintaining a total dividend of $0.45 per share, or a 10.3% annualized rate.
High Dividend Yield
At BCSF's current market price, the dividend yield, inclusive of regular and special dividend for Q4, represents a 13% annualized yield.
BCSF Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
BCSF Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Nov 10, 2025 | $13.92 | $13.73 | -1.36% |
Aug 05, 2025 | $14.32 | $14.70 | +2.65% |
May 05, 2025 | $14.36 | $14.44 | +0.56% |
Feb 27, 2025 | $16.93 | $17.48 | +3.25% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Bain Capital Specialty Finance (BCSF) report earnings?
Bain Capital Specialty Finance (BCSF) is schdueled to report earning on Mar 03, 2026, After Close (Confirmed).
What is Bain Capital Specialty Finance (BCSF) earnings time?
Bain Capital Specialty Finance (BCSF) earnings time is at Mar 03, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is BCSF EPS forecast?
BCSF EPS forecast for the fiscal quarter 2025 (Q4) is 0.47.