Management highlighted that Barings-originated positions represented 96% of the portfolio at fair value at quarter-end, up from 76% at the beginning of 2022. The weighted average yield at fair value was 9.6% , which management said was slightly lower than the prior quarter primarily due to lower base rates.Executives said the company continues to rotate out of legacy holdings acquired through the MVC Capital and Sierra transactions. McDonnell said the firm accelerated rotation of the Sierra portfolio during ...

Tom McDonald: I have had the privilege of connecting with many of our stakeholders following the leadership transition, and I look forward to continuing that dialogue in the weeks and months ahead. In the fourth quarter, BBDC delivered strong net investment income accompanied by excellent credit performance within the Barings-originated portion of the portfolio. Origination activity across the platform during the fourth quarter reflected continued success in our core strategies. Net deployment was influence ...

Barings BDC (NYSE:BBDC) Q4 2025 Earnings call February 20, 2026 09:00 AM ET Company ParticipantsCasey Alexander - Managing DirectorElizabeth Murray - CFOFinian O'Shea - DirectorJoe Mazzoli - Head of Investor RelationsMatt Freund - PresidentRobert Dodd - DirectorTom McDonnell - CEOOperatorAt this time, I'd like to welcome everyone to the Barings BDC, Inc. conference call for the quarter and year ended December 31st, 2025. All participants are in listen-only mode. A question and answer session will follow the ...

Barings BDC (NYSE:BBDC) Q4 2025 Earnings call February 20, 2026 09:00 AM ET Company ParticipantsCasey Alexander - Managing DirectorElizabeth Murray - CFOFinian O'Shea - DirectorJoe Mazzoli - Head of Investor RelationsMatt Freund - PresidentRobert Dodd - DirectorTom McDonnell - CEOOperatorAt this time, I'd like to welcome everyone to the Barings BDC, Inc. conference call for the quarter and year ended December 31st, 2025. All participants are in listen-only mode. A question and answer session will follow the ...

Barings BDC (NYSE:BBDC) Q4 2025 Earnings call February 20, 2026 09:00 AM ET Speaker5At this time, I'd like to welcome everyone to the Barings BDC, Inc. conference call for the quarter and year ended December 31st, 2025. All participants are in listen-only mode. A question and answer session will follow the company's formal remarks. If you'd like to be placed in the question queue, you may press star one at any time. Today's call is being recorded, and a replay will be available approximately 2 hours after t ...

FEBRUARY 19, 2026 Barings BDC, Inc. Fourth Quarter 2025 Earnings Presentation Important Information & Cautionary Notice Regarding Forward-Looking Statements Cautionary Notice: Certain statements contained in this presentation are "forward-looking" statements. Investors are cautioned not to place undue reliance on forward-looking statements, which speak only as of the date on which they are made and which reflect management's current estimates, projections, expectations or beliefs, and which are subject to r ...

分组1 - Barings BDC reported quarterly earnings of $0.27 per share, exceeding the Zacks Consensus Estimate of $0.26 per share, but down from $0.28 per share a year ago, representing an earnings surprise of +3.85% [1] - The company posted revenues of $67.97 million for the quarter ended December 2025, missing the Zacks Consensus Estimate by 1.18% and down from $70.63 million year-over-year [2] - Barings BDC has surpassed consensus EPS estimates three times over the last four quarters and topped consensus revenue estimates two times in the same period [2] 分组2 - The stock has underperformed the market with a loss of about 0.2% since the beginning of the year, compared to the S&P 500's gain of 0.5% [3] - The current consensus EPS estimate for the coming quarter is $0.26 on revenues of $66.34 million, and for the current fiscal year, it is $0.98 on revenues of $261.89 million [7] - The Financial - SBIC & Commercial Industry, to which Barings BDC belongs, is currently in the top 35% of Zacks industries, indicating a favorable outlook compared to the bottom 50% [8]

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 10-K (Mark One) ☑ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2025 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Barings BDC, Inc. For the transition period from to Commission file number 814-00733 (Exact name of registrant as specified in its charter) (State or other jurisdiction of incorporation or organ ...

Exhibit 99.1 (3) Based on weighted average shares outstanding during the period of 105,200,841. Investment Portfolio and Balance Sheet Highlights | Income Statement | Three Months Ended December 31, 2025 | | Three Months Ended September 30, 2025 | | Full Year Ended December 31, 2025 | | | --- | --- | --- | --- | --- | --- | --- | | | | Per | | Per | | Per | | (dollars in millions, except per share data) | Total Amount | (1) Share | Total Amount | (2) Share | Total Amount | (3) Share | | Net investment incom ...

Core Viewpoint - Barings BDC, Inc. will report its financial results for the fourth quarter and fiscal year ended December 31, 2025, on February 19, 2026, after market close, with a conference call scheduled for February 20, 2026, at 9:00 a.m. ET [1] Group 1 - The conference call can be accessed by dialing 877-407-8831 or 201-493-6736 approximately 10 minutes before the start [2] - A taped replay of the call will be available two hours after its conclusion and will remain accessible until February 27, 2026 [2] - The conference call will also be available via a live webcast on the investor relations section of Barings BDC's website [3] Group 2 - Barings BDC, Inc. is a publicly traded, externally managed investment company that qualifies as a business development company under the Investment Company Act of 1940 [4] - The company primarily invests in senior secured loans in middle-market companies across various industries [4] - Barings BDC's investment activities are managed by Barings LLC, which has over $481 billion in assets under management as of December 31, 2025 [4][5]