PM Images Select business development companies with good pay-out metrics and discounts to net asset value are still available in the market, but one has to look harder for them compared to just six months ago. One such BDC gem, in my view, is Bain Capital Specialty Finance Inc. (NYSE:BCSF) which offers passive income investors a well-covered 10% yield as well as a reasonable discount to net asset value. The BDC’s net investment income is growing, the portfolio is diversified and well-performing and Bai ...

PM Images Overview Within the Business Development Company sector, there are tons of high-quality options to choose from. However, they tend to often times trade at a significant premium to their actual net asset value as investors pile in because of the quality offered. This can make it difficult to find a deal within BDCs, and this has been especially challenging in this higher interest rate environment. BDCs typically have a portfolio full of floating rate debt that's able to utilize the current high ...

Bain Capital Specialty Finance, Inc. (NYSE:BCSF) Q1 2024 Results Conference Call May 7, 2024 8:00 AM ET Company Participants Katherine Schneider - Director, Investor Relations Michael Ewald - Chief Executive Officer Mike Boyle - President Amit Joshi - Chief Financial Officer Conference Call Participants Finian O'Shea - Wells Fargo Paul Johnson - KBW Derek Hewett - Bank of America Operator Good morning, ladies and gentlemen, and welcome to the Bain Capital Specialty Finance first quarter ended March 31, 2024 ...

Exhibit 99.1 ($ in millions, unless otherwise noted) Q1 2024 Q4 2023 Bain Capital Specialty Finance, Inc. Bain Capital Specialty Finance, Inc. Announces March 31, 2024 Financial Results and Declares Second Quarter 2024 Dividend of $0.42 per Share BOSTON – May 6, 2024 – Bain Capital Specialty Finance, Inc. (NYSE: BCSF, the "Company", "our" or "we") today announced financial results for the first quarter ended March 31, 2024, and that its Board of Directors (the "Board") has declared a dividend of $0.42 per s ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2024 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Commission file number: 814-01175 BAIN CAPITAL SPECIALTY FINANCE, INC. Securities registered pursuant to Section 12(b) of the Act: Title of each class Trading Symbol(s) Name of each exchang ...

For those looking to find strong Finance stocks, it is prudent to search for companies in the group that are outperforming their peers. Bain Capital Specialty (BCSF) is a stock that can certainly grab the attention of many investors, but do its recent returns compare favorably to the sector as a whole? By taking a look at the stock's year-to-date performance in comparison to its Finance peers, we might be able to answer that question.Bain Capital Specialty is a member of our Finance group, which includes 85 ...

PixelimageBain Capital Specialty Finance Inc. (NYSE:BCSF) is a well-managed BDC with substantial excess dividend coverage that could translate into a significant excess cash return potential in 2024. The BDC raised its dividend twice last year and though the investment portfolio is shrinking, due to higher repayments and headwinds to originations in a high-rate environment, Bain Capital Specialty Finance’s net investment income is more than sufficient to allow for a drastic dividend raise this year. Wit ...

Value investing can be partitioned into various categories, one of which is high-yield dividend investing. High-yield value investing allows investors to experience the best of both worlds by receiving optimal utility for money via income and value appreciation.However, despite the allure of high-yield value investing, caution is necessary because value traps are common. To sidestep value traps, one must differentiate between accretive value and busted growth. Doing so requires diligence in the investment r ...

Bain Capital Specialty (BCSF) appears an attractive pick, as it has been recently upgraded to a Zacks Rank #2 (Buy). This upgrade is essentially a reflection of an upward trend in earnings estimates -- one of the most powerful forces impacting stock prices.The sole determinant of the Zacks rating is a company's changing earnings picture. The Zacks Consensus Estimate -- the consensus of EPS estimates from the sell-side analysts covering the stock -- for the current and following years is tracked by the syste ...

Bain Capital Specialty Finance, Inc. (NYSE:BCSF) Q4 2023 Earnings Conference Call February 28, 2024 8:30 AM ET Company Participants Katherine Schneider - Director, Investor Relations Michael Ewald - Chief Executive Officer Mike Boyle - President Amit Joshi - Chief Financial Officer Conference Call Participants Paul Johnson - KBW Operator Good morning, ladies and gentlemen, and welcome to the Bain Capital, sorry, Bain Capital Specialty Finance Fourth Quarter and Fiscal Year Ended December 31, 2023 Earnings C ...