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Bain Capital Specialty Finance, Inc. Announces March 31, 2026 Financial Results and Declares Second Quarter 2026 Dividend of $0.42 per Share

bain-capital economics-business-work May 11, 2026 source →
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Bain Capital Specialty Finance, Inc. Announces March 31, 202

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Michael Ewald stated that BCSF had attractive net investment income that continued to cover its dividend.

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Net asset value per share as of March 31, 2026, was $16.86.

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Michael Ewald stated that BCSF maintained a disciplined and selective approach to new investment activity despite market volatility and a challenging macroeconomic backdrop.

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The Company closed an offering of $350.0 million aggregate principal amount of 5.950% unsecured notes due 2031 (the "March 2031 Notes") during the first quarter.

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Michael Ewald stated that BCSF focused on structures that provide strong lender controls.

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Michael Ewald believes BCSF remains well-positioned to navigate the current market environment through its predominantly first lien portfolio, broad diversification across industries, and durable balance sheet.

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Net investment income (NII) per share was $0.42 for the first quarter ended March 31, 2026.

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Annualized NII yield on book value was 10.0% for the first quarter ended March 31, 2026.

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Net income per share was $0.05 for the first quarter ended March 31, 2026.

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Annualized return on book value was 1.2% for the first quarter ended March 31, 2026.

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Net asset value per share as of December 31, 2025, was $17.23.

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Gross investment fundings were $243.2 million for the first quarter ended March 31, 2026.

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Net investment fundings were $(12.2) million for the first quarter ended March 31, 2026.

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Ending net debt-to-equity was 1.28x as of March 31, 2026.

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Ending net debt-to-equity was 1.24x as of December 31, 2025.

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Investments on non-accrual represented 1.4% of the total investment portfolio at amortized cost as of March 31, 2026.

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Investments on non-accrual represented 0.6% of the total investment portfolio at fair value as of March 31, 2026.

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Non-accrual investments were down from 1.5% (amortized cost) and 0.8% (fair value) as of December 31, 2025.

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The Company entered into an interest rate swap agreement for the March 2031 Notes to receive a fixed interest rate of 5.950% per annum and pay a floating interest rate of SOFR plus 2.28% per annum.

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The Board of Directors declared a dividend of $0.42 per share for the second quarter of 2026, payable to stockholders of record as of June 15, 2026.

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Net investment income per share was $0.42 for Q1 2026.

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Net investment income per share was $0.46 for Q4 2025.

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Net investment income was $27.4 million for Q1 2026.

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Net investment income was $29.7 million for Q4 2025.

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Earnings per share was $0.05 for Q1 2026.

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Earnings per share was $0.43 for Q4 2025.

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Regular dividends per share declared and payable were $0.42 for Q1 2026.

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Regular dividends per share declared and payable were $0.42 for Q4 2025.

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Special dividends per share declared and payable were $0 for Q1 2026.

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Special dividends per share declared and payable were $0.18 for Q4 2025.

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Total fair value of investments was $2,470.8 million as of March 31, 2026.

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Total fair value of investments was $2,508.4 million as of December 31, 2025.

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Total assets were $2,601.7 million as of March 31, 2026.

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Total assets were $2,662.6 million as of December 31, 2025.

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Total net assets were $1,093.6 million as of March 31, 2026.

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Total net assets were $1,117.4 million as of December 31, 2025.

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Net asset value per share was $16.86 as of March 31, 2026.

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Net asset value per share was $17.23 as of December 31, 2025.

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For the three months ended March 31, 2026, the Company invested $243.2 million in 107 portfolio companies.

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$123.6 million was invested in 13 new companies during the first quarter of 2026.

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$110.6 million was invested in 93 existing companies during the first quarter of 2026.

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$9.0 million was invested in SLP during the first quarter of 2026.

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The Company had $255.4 million of principal repayments and sales in the first quarter of 2026.

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Net investment activity was $(12.2) million for Q1 2026.

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Net investment activity was $(25.3) million for Q4 2025.

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As of March 31, 2026, the Company's investment portfolio had a fair value of $2,470.8 million.

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The investment portfolio comprised investments in 212 portfolio companies operating across 30 different industries as of March 31, 2026.

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First Lien Senior Secured Loans constituted 66.0% ($1,631.1 million) of the investment portfolio at fair value as of March 31, 2026.

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The weighted average yield on the investment portfolio at amortized cost was 10.8% as of March 31, 2026.

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The weighted average yield on the investment portfolio at fair value was 10.9% as of March 31, 2026.

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92.6% of the Company's debt investments at fair value were in floating rate securities as of March 31, 2026.

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Six portfolio companies were on non-accrual status as of March 31, 2026.

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These non-accrual companies represented 1.4% of the total investment portfolio at amortized cost as of March 31, 2026.

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These non-accrual companies represented 0.6% of the total investment portfolio at fair value as of March 31, 2026.

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ISLP's investment portfolio had an aggregate fair value of $711.9 million as of March 31, 2026.

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ISLP's portfolio comprised investments in 40 portfolio companies operating across 17 different industries as of March 31, 2026.

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94.0% of ISLP's investment portfolio on a fair value basis was comprised of first lien senior secured loans.

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100% of ISLP's debt investments at fair value were in floating rate securities.

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SLP's investment portfolio had an aggregate fair value of $1,599.1 million as of March 31, 2026.

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SLP's portfolio comprised investments in 106 portfolio companies operating across 26 different industries as of March 31, 2026.

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