Analyst Price Targets — BCSF
| Date | Analyst | Firm | Target | Price @ Post | Source | Headline |
|---|---|---|---|---|---|---|
| September 18, 2026 11:02 am | — | Capital One Financial | $12.50 | $11.30 | TheFly | Bain Capital Specialty Finance initiated with a Neutral at Lucid Capital |
| September 18, 2026 10:53 am | Ethan Kaye | Loop Capital Markets | $12.50 | $11.30 | StreetInsider | Lucid Capital Markets Starts Bain Capital Specialty Finance (BCSF) at Neutral |
| August 17, 2026 8:33 am | — | Capital One Financial | $13.00 | $12.55 | TheFly | Bain Capital Specialty Finance downgraded to Market Perform at Keefe Bruyette |
| August 17, 2026 7:24 am | — | Jefferies | $13.00 | $12.55 | StreetInsider | Keefe, Bruyette & Woods Downgrades Bain Capital Specialty Finance (BCSF) to Market Perform |
| January 7, 2026 10:40 am | Finian O'Shea | Wells Fargo | $14.00 | $14.02 | TheFly | Bain Capital downgraded to Equal Weight from Overweight at Wells Fargo |
| May 29, 2024 5:19 am | Finian O'Shea | Wells Fargo | $17.00 | $16.08 | StreetInsider | Wells Fargo Upgrades Bain Capital Specialty Finance (BCSF) to Overweight |
| May 11, 2023 5:47 am | Finian O'Shea | Wells Fargo | $12.00 | $11.97 | StreetInsider | Wells Fargo Upgrades Bain Capital Specialty Finance (BCSF) to Equal Weight |
Latest News for BCSF
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
🧮 Earnings Move Analyzer
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