BCSF
Bain Capital Specialty Finance, Inc.Price
Daily candles with volume. Pins mark insider trades, rating changes, 13F stakes, reports, catalysts and short-interest jumps.
- R Feb 27 Bain Capital Specialty Finance (BCSF) reported strong Q4 2025 financ…
- B Mar 3 1 insider buy $28.9K at $12.55
- A Aug 17 Keefe, Bruyette & Woods downgrades
- A Sep 18 LUCID CAPITAL MARKETS initiates
Signal stack
Where each data set points today.
- InsidersBULLISH
1 insider bought $28.9K at an average $12.55. No open-market sales. Price is 20% below their cost.
- InstitutionsMIXED
Q2 2026: 6 added (0 new), 5 trimmed or exited.
- AnalystsBEARISH
0 of 9 rate it Buy or better. Every target is above the price.
- TrendDOWNTREND
10% below its 50-day average. New closing low $10.05 on Oct 26.
Who's buying
13F· Q2 2026| Fund | Move | Value |
|---|---|---|
| Russell Investments Group, Ltd. | ADD | $9.8M |
| Arax Advisory Partners | DOUBLED | $6.0M |
| Trexquant Investment LP | TRIM | $1.2M |
| Allworth Financial LP | TRIM | $316.3K |
| BNP PARIBAS FINANCIAL MARKETS | ADD | $43.4K |
| Steward Partners Investment Advisory, LLC | TRIM | $29.3K |
| Federation des caisses Desjardins du Quebec | ADD | $3.8K |
| SIMPLEX TRADING, LLC | DOUBLED | $3.7K |
Quarterly 13F filings are due 45 days after each quarter ends.
The Street
9 analystsPrice is below the lowest target. Median implies +27%.Targets as of Oct 27, 2026.
| Date | Firm | Rating |
|---|---|---|
| Sep 18, 2026 | LUCID CAPITAL MARKETS INITIATE | Neutral |
| Aug 17, 2026 | Keefe, Bruyette & Woods DOWNGRADE | Market Perform |
| Aug 12, 2026 | Wells Fargo MAINTAIN | Equal-Weight |
Insider ledger
Form 4| Date | Insider | Type | Value |
|---|---|---|---|
| Mar 3, 2026 | Rusnak-Carlson Sabrina General Counsel | BUY | $28.9K |
Earnings setup
EstimatesRevision history: 🔒 Fresh data, subscribers only
| Period | EPS est. | Range | 30D rev. | Revenue |
|---|---|---|---|---|
| Current Q | 🔒 Fresh data, subscribers only | |||
| Next Q | 🔒 Fresh data, subscribers only | |||
| Current FY | 🔒 Fresh data, subscribers only | |||
| Next FY | $1.34 | $1.16–$1.47 | +3.4% | $235.9M |
Short side
FINRA· Oct 15, 2026SecBot reports
3 filings · 1 bullish · 0 bearish · 1 mixed · 1 neutral- MIXED 8-KAug 10, 2026
BCSF reported Q2 2026 net investment income (NII) of $0.44 per share, beating the $0.42 consensus…
The NII beat and dividend coverage support the stock near term, but the sharp increase in non-accruals and declining NAV signal portfolio stress. Traders should monitor upcoming quarterly filings…
- NEUTRAL 8-KApr 29, 2026
Bain Capital Specialty Finance filed an 8-K announcing it will release Q1 2026 results after…
Monitor the actual earnings release on May 11 for updated financial performance and forward guidance. No immediate trading action warranted from this scheduling notice alone.
- BULLISH 8-KFeb 27, 2026
Bain Capital Specialty Finance (BCSF) reported strong Q4 2025 financial results with net…
The stable NAV and NII coverage of dividends suggest portfolio resilience. The debt refinancing improves capital structure. Monitor portfolio yield trends and investment activity levels in future…
All BCSF filing & press-release reports (3)
- 8-K reportAug 10, 2026
- 8-K reportApr 29, 2026
- 8-K reportFeb 27, 2026