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    B

    Bain Capital Specialty Finance Inc (BCSF)

    Official site

    FINANCIAL SERVICES • ASSET MANAGEMENT • NYSE

    $10.63
    +0.17 (+1.63%)

    Market Cap: $678.52M

    Last updated: Oct 16, 2026 at 1:54 PM ET

    Earnings

    Performance (10Y)

    Beat Rate
    78%(25/32)
    Avg Surprise
    +4.09%
    Streak
    8 Q

    Upcoming Estimates

    Period ending Sep 30, 2026
    EPS Consensus$0.43
    Range$0.39 - $0.46
    4 analysts
    EPS Revisions
    2
    0
    7d
    2
    0
    30d
    EPS Estimate DriftChange to current
    90d ago$0.43-1.3%
    60d ago$0.43-0.6%
    30d ago$0.43-0.6%
    7d ago$0.43-0.6%
    Current$0.43
    Revenue Consensus
    $61M
    Range$59M - $62M
    3 analysts
    Period ending Dec 31, 2026
    EPS Consensus$0.37
    Range$0.28 - $0.46
    4 analysts
    Revenue Consensus
    $59M
    Range$54M - $63M
    3 analysts
    PeriodReportedEst.SurpriseB/MYoY
    Dec 26EST
    		-$0.37---
    Sep 26EST
    		-$0.43---
    Jun 26
    Reported Aug 10
    		$0.44$0.42+4.76%Beat-6.4%
    Mar 26
    Reported May 11
    		$0.42$0.42+0.00%Beat-16.0%
    Dec 25
    Reported Feb 26
    		$0.46$0.45+2.22%Beat-11.5%
    Sep 25
    Reported Nov 10
    		$0.45$0.45+0.00%Beat-15.1%
    Jun 25
    Reported Aug 5
    		$0.47$0.44+6.82%Beat-7.8%
    Mar 25
    Reported May 5
    		$0.50$0.47+6.38%Beat-5.7%
    Dec 24
    Reported Feb 27
    		$0.52$0.47+9.87%Beat+2.0%
    Sep 24
    Reported Nov 5
    		$0.53$0.50+6.00%Beat-3.6%
    Jun 24
    Reported Aug 6
    		$0.51$0.52-1.92%Miss-15.0%
    Mar 24
    Reported May 6
    		$0.53$0.55-3.64%Miss+6.0%
    Dec 23
    Reported Feb 27
    		$0.51$0.53-3.77%Miss+37.8%
    Sep 23
    Reported Nov 6
    		$0.55$0.54+1.85%Beat+3.8%
    Jun 23
    Reported Aug 8
    		$0.60$0.50+20.00%Beat+46.3%
    Mar 23
    Reported May 9
    		$0.50$0.40+25.00%Beat+47.1%
    Dec 22
    Reported Feb 28
    		$0.37$0.41-9.76%Miss+8.8%
    Sep 22
    Reported Nov 9
    		$0.53$0.35+51.43%Beat+55.9%
    Jun 22
    Reported Aug 3
    		$0.41$0.34+20.59%Beat+20.6%
    Mar 22
    Reported May 5
    		$0.34$0.34+0.00%Beat+0.0%
    Dec 21
    Reported Feb 23
    		$0.34$0.34+0.00%Beat+3.0%
    Sep 21
    Reported Nov 3
    		$0.34$0.34+0.00%Beat+3.0%
    Jun 21
    Reported Aug 4
    		$0.34$0.34+0.00%Beat-8.1%
    Mar 21
    Reported May 5
    		$0.34$0.34+0.00%Beat-20.9%
    Dec 20
    Reported Feb 24
    		$0.33$0.33+0.00%Beat-19.5%
    Sep 20
    Reported Nov 5
    		$0.33$0.34-2.94%Miss-19.5%
    Jun 20
    Reported Aug 5
    		$0.37$0.37+0.00%Beat-9.8%
    Mar 20
    Reported May 4
    		$0.43$0.40+7.50%Beat+4.9%
    Dec 19
    Reported Feb 26
    		$0.41$0.41+0.00%Beat+2.5%
    Sep 19
    Reported Nov 6
    		$0.41$0.41+0.00%Beat+26.0%
    Jun 19
    Reported Aug 7
    		$0.41$0.42-2.38%Miss+9.4%
    Mar 19
    Reported May 8
    		$0.41$0.41+0.00%Beat+57.7%
    Dec 18
    Reported Feb 28
    		$0.40$0.39+2.56%Beat+150.0%
    Sep 18
    Reported Oct 17
    		$0.33$0.36-9.61%Miss+103.4%
    Jun 18
    Reported Aug 10
    		$0.37$0.00N/ABeat-
    Mar 18
    Reported May 10
    		$0.26$0.00N/ABeat-
    Dec 17
    Reported Mar 16
    		$0.16$0.00N/ABeat-
    Sep 17
    Reported Nov 13
    		$0.16$0.00N/ABeat-

    Dividends

    Dividend Metrics

    Forward Yield15.80%
    Forward Annual Dividend$1.68
    Payout Ratio173.05%
    FrequencyQuarterly
    Pay MonthsJan, Mar, Jun, Sep, Dec

    Growth

    3Y CAGR+9.26%
    5Y CAGR+4.71%
    BCSF dividend history and ex-dividend datesRun BCSF in the free DRIP calculator

    Key Metrics

    Valuation
    P/E Ratio6.01EV/EBITDA18.47x
    Price/FCF9.25xFCF Yield10.81%
    Profitability
    Profit Margin24.20%Operating Margin80.20%
    ROE5.76%ROICN/A
    Financial Health
    Debt/Equity1.39xInterest Coverage2.27x
    Current Ratio7.29xQuick Ratio7.29x
    Trading Statistics
    Beta0.65Avg Volume555.26K
    52-Week High$13.2752-Week Low$10.43

    Technical Indicators Dashboard

    Moving Averages

    SMA 10$10.72
    SMA 20$10.93
    SMA 50$11.34
    SMA 200$12.07
    EMA 10$10.72
    EMA 20$10.88
    EMA 50$11.24
    EMA 200$11.94

    MACD

    Line: -0.21Signal: -0.19Hist: -0.02

    ADX

    ADX: 36.7+DI: 11.9-DI: 20.6

    Aroon & PSAR

    Aroon UpN/A
    Aroon Down96.0
    PSAR$10.92

    Bollinger Bands

    Upper Band$11.41
    Lower Band$10.44
    %B Position888%(Upper)
    Band Width0.20

    RSI (14-Day)

    Neutral
    37.5

    Momentum Oscillators

    Stoch %K12.3
    Stoch %D12.2
    Williams %R-77.8
    ROC (10d)-4.1%
    Momentum-0.46
    CCI (20d)-93.6
    MFI (14d)36.4

    Volatility Measures

    ATR (14d)$0.30(2.8%)
    StdDev (20d)0.24
    Hist Vol17.2%(Low)

    Volume Flow

    VWAP$10.64
    OBV-4.5M
    AD Line-1.2B
    CMF (20d)-0.239

    Volume Metrics

    Avg Vol (20d)542.7K
    Vol Ratio0.8x
    VWMA (20d)$10.92

    Pivot Points

    R3$10.79
    R2$10.71
    R1$10.59
    Pivot Point$10.51
    S1$10.38
    S2$10.30
    S3$10.18

    Advanced Oscillators

    TSI-29.92
    Ultimate Osc38.8
    KST-49.78

    Financial Data

    QuarterJun 2026Mar 2026Dec 2025Sep 2025Jun 2025Mar 2025Dec 2024Sep 2024Jun 2024Mar 2024Dec 2023Sep 2023
    Total Revenue$45.31M$53.56M$51.04M$42.67M$49.39M$51.99M$48.00M$55.73M$51.55M$57.59M$54.86M$58.45M
    Cost of Revenue$9.79M$14.70M$19.60M$20.31M$21.77M$18.90M$20.88M$18.12M$17.63M$18.06M$19.22M$20.77M
    Gross Profit$35.52M$38.85M$31.44M$22.36M$27.62M$33.08M$27.11M$37.62M$33.92M$39.54M$35.63M$37.67M
    Operating Expenses$-1,052,000$14.24M$2.86M$2.86M$2.82M$3.46M$3.70M$3.50M$3.68M$3.42M$3.54M$3.18M
    R&D$0$0$0$0$0$0$0$0$0$0$0$0
    SG&A$2.37M$2.77M$2.86M$2.86M$2.82M$3.46M$3.70M$3.50M$3.68M$3.42M$3.54M$3.18M
    Operating Income$36.57M$24.62M$28.58M$19.50M$24.80M$29.62M$23.41M$34.12M$30.24M$36.12M$32.09M$34.50M
    Interest Income$45.17M$49.37M$52.83M$53.95M$54.23M$50.83M$56.12M$55.42M$55.11M$55.59M$56.27M$57.23M
    Interest Expense$20.66M$20.25M$19.60M$20.31M$21.77M$18.90M$20.88M$18.12M$17.63M$18.06M$19.22M$20.77M
    Income Before Tax$14.79M$4.30M$28.58M$19.50M$24.80M$29.62M$23.41M$34.12M$30.24M$36.12M$32.09M$34.50M
    Income Tax Expense$732,000$906,000$800,000$801,000$1.08M$1.08M$1.27M$1.02M$1.15M$1.02M$1.02M$640,000
    Net Income$14.05M$3.39M$27.78M$18.70M$23.72M$28.55M$22.14M$33.10M$29.09M$35.09M$31.06M$33.86M
    EBITDA$35.45M$26.09M$29.94M$20.86M$24.80M$29.62M$23.41M$34.12M$30.24M$36.12M$32.09M$34.50M
    EBITN/A$24.55M$28.58M$19.50MN/AN/AN/A$51.70M$100.04M$107.39M$105.95M$56.22M
    * Some calculated fields are derived from available data when not provided by source

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    News

    Bain Capital Specialty Finance, Inc. $BCSF Shares Newly Acquired by Curated Wealth Partners LLC

    Curated Wealth Partners LLC recently acquired 100,000 shares of Bain Capital Specialty Finance (BCSF) for approximately $1.1 million, representing 0.15% of the company. Despite this new institutional investment...

    MarketBeat•10/15/26•Neutral

    Bain Capital Specialty Finance (NYSE:BCSF) Upgraded to "Hold" at Zacks Research

    Zacks Research has upgraded Bain Capital Specialty Finance (NYSE:BCSF) from a "strong sell" to a "hold" rating. Despite the upgrade, BCSF shares opened down 1.6% at $10.45, near its 52-week low...

    MarketBeat•10/15/26•Neutral

    Bain Capital Specialty Finance, Inc. $BCSF Stock Purchased by Columbus Macro LLC

    Columbus Macro LLC significantly increased its stake in Bain Capital Specialty Finance (BCSF) by 42.2% in the third quarter...

    MarketBeat•10/15/26•Somewhat-Bearish

    Understanding the Setup: (BCSF) and Scalable Risk

    Bain Capital Specialty Finance Inc. (NASDAQ: BCSF) is showing weak near and mid-term sentiment, with no clear price positioning and elevated downside risk. AI models have generated three distinct trading...

    Stock Traders Daily•10/10/26•Somewhat-Bearish

    Bain Capital Specialty Finance (NYSE:BCSF) Hits New 12-Month Low - Should You Sell?

    Bain Capital Specialty Finance (NYSE:BCSF) recently hit a new 52-week low of $10.82, signaling continued share-price weakness as it trades below its moving averages. Analysts are cautious...

    MarketBeat•10/7/26•Bearish

    BCSF Valuation and Fair Value

    P/E
    6.0x
    Forward P/E
    10.1x
    EV/EBITDA
    18.5x
    P/FCF
    9.2x
    PEG
    1.1x
    P/B
    0.6x
    See GNG's fair value

    BCSF Profitability: Margins, ROIC and FCF

    Gross margin
    66.6%
    Operating margin
    80.2%
    Net margin
    24.2%
    ROE
    5.8%
    FCF margin
    38.7%
    FCF yield
    10.8%

    BCSF Competitors

    CompanyTicker
    Southern California BancorpBCAL
    Grupo Supervielle SASUPV
    MidCap Financial Investment CorporationMFIC
    Peoples FinPFIS
    Carter Bank and TrustCARE
    Arrow Financial CorporationAROW
    Third Coast Bancshares, Inc.TCBX
    Midland States Bancorp, Inc.MSBI

    Sector: Financial Services

    BCSF Analyst Ratings

    Consensus
    Hold
    Analysts
    3
    Strong Buy
    0
    Buy
    0
    Hold
    3
    Sell
    0
    Strong Sell
    0

    BCSF Bull Case vs Bear Case

    Bull case

    • BCSF converts 38.7% of revenue into free cash flow.
    • BCSF has a 24.2% net profit margin.
    • BCSF beat EPS estimates in 75.0% of its last 8 reported quarters.

    Bear case

    • BCSF's quarterly revenue changed -12.1% year over year.

    BCSF Earnings: Beat Rate and Next Report

    Beat rate
    6 of 8 quarters (75.0%)
    Average surprise
    4.5%
    EPS estimate (fiscal period ending Sep 30, 2026)
    $0.43
    Estimate revisions (30 days, fiscal period ending Sep 30, 2026)
    2 up, 0 down

    BCSF Dividend

    Forward yield
    15.8%
    Payout ratio
    173.1%
    3Y DPS growth
    9.3%
    5Y DPS growth
    4.7%
    Pay months
    Jan, Mar, Jun, Sep, Dec
    BCSF dividend history

    Frequently Asked Questions About BCSF

    What is BCSF's current dividend yield?

    Bain Capital Specialty Finance Inc (BCSF) has a forward dividend yield of 15.80%.

    Does BCSF pay dividends?

    Yes, Bain Capital Specialty Finance Inc pays dividends with a forward dividend yield of 15.80%.

    What is BCSF's P/E ratio?

    Bain Capital Specialty Finance Inc has a price-to-earnings (P/E) ratio of 6.01.

    What is BCSF's market cap?

    Bain Capital Specialty Finance Inc (BCSF) has a market capitalization of $678.52M with a current stock price of $10.63.

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