Market news

The fair value estimate for Bain Capital Specialty Finance has shifted lower, moving from US$13.83 to US$12.67 as part of the latest analyst update. This adjustment aligns with Street research that now clusters price targets around US$12 to US$13. It reflects a balance between solid liquidity and concerns around net asset value, credit quality, and refinancing costs. As you read on, you will see how this evolving narrative may shape expectations and what to watch next around Bain Capital...

Detailed price information for Bain Capital Specialty Finance Inc (BCSF-N) from The Globe and Mail including charting and trades.

Detailed price information for Bain Capital Specialty Finance Inc (BCSF-N) from The Globe and Mail including charting and trades.

BCSF’s 15% yield looks unsustainable amid weak NII coverage, halted specials, and costly refinancing. Read more macro analysis here.

Detailed price information for Bain Capital Specialty Finance Inc (BCSF-N) from The Globe and Mail including charting and trades.

BCSF reports strong dividend coverage and attractive new investment spreads, while navigating modest credit deterioration and a higher leverage ratio.

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 (BCSF) reported Q2 net investment income late Monday of $0.44 per dil

Bain Capital Specialty: Q2 Earnings Snapshot

Detailed price information for Bain Capital Specialty Finance Inc (BCSF-N) from The Globe and Mail including charting and trades.

Detailed price information for Bain Capital Specialty Finance Inc (BCSF-N) from The Globe and Mail including charting and trades.

Bain Capital Specialty Finance trades at a nearly 24% discount to NAV, well below its 5-year average discount. Find out why BCSF stock is a hold.