Every 8-K that Bain Capital Specialty Finance, Inc. (BCSF) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A 8-K covers material events a company has to report between its quarterly reports, so if you follow BCSF and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full BCSF filings page.
Bain Capital Specialty Finance, Inc. reported second quarter 2026 net investment income of $28.6 million, or $0.44 per share, generating an annualized net investment income yield on book value of 10.5%. Net income was $0.22 per share, corresponding to a 5.2% annualized return on book value. The Board declared a third quarter 2026 dividend of $0.42 per share, payable September 29, 2026 to stockholders of record on September 15, 2026.
Net asset value per share was $16.65 as of June 30, 2026, compared with $16.86 as of March 31, 2026. The investment portfolio had a fair value of $2.36 billion across 214 companies, 63.4% in first lien senior secured loans. Investments on non-accrual increased to 3.2% of cost and 2.2% of fair value. Debt-to-equity was 1.41x and net debt-to-equity 1.22x, with $606.0 million of undrawn capacity on the Sumitomo Credit Facility and cash and cash equivalents of $112.1 million.
Bain Capital Specialty Finance, Inc. entered into a Fourth Amendment to its Senior Secured Revolving Credit Agreement with Sumitomo Mitsui Banking Corporation, as administrative and collateral agent, and the lenders and issuing banks party to the agreement, effective July 28, 2026. The amendment increases the total facility amount from $855,000,000 to $905,000,000 and adds new lenders.
The amendment extends the revolver availability period from May 19, 2028 to July 26, 2030 and extends the scheduled maturity date from May 18, 2029 to July 28, 2031. It also removes the credit adjustment spread for Term SOFR Loans, while other terms of the Credit Agreement remain materially unchanged.
Bain Capital Specialty Finance, Inc. will report its financial results for the second quarter ended June 30, 2026 on August 10, 2026, after market close. Management will host a conference call on August 11, 2026 at 8:30 a.m. Eastern Time to discuss these results.
The company is an externally managed specialty finance business focused on lending to middle market companies and has elected to be regulated as a business development company. Since commencing investment operations on October 13, 2016 through March 31, 2026, it has invested approximately $9,975.9 million in aggregate principal amount of debt and equity investments.
Bain Capital Specialty Finance, Inc. reported the results of its 2026 Annual Meeting of Stockholders. A quorum was reached based on 64,868,506.64 shares of common stock outstanding as of April 10, 2026.
Stockholders re-elected Amy Butte, Thomas A. Hough and Clare S. Richer as Class I directors to serve until the 2029 annual meeting or until their successors are elected and qualified. Support was strongest for Thomas A. Hough, who received 30,725,652.89 votes for and 483,979.00 against.
Stockholders also ratified the selection of PricewaterhouseCoopers LLP as independent registered public accounting firm for the fiscal year ending December 31, 2026, with 51,102,227.89 votes for, 252,938.00 against and 203,980.00 abstentions.
Bain Capital Specialty Finance, Inc. reported first quarter 2026 net investment income of $27.4 million, or $0.42 per share, slightly below recent levels but sufficient to cover its regular dividend. Total investment income was $66.2 million, while net realized and unrealized losses of $24.0 million reduced the net increase in net assets from operations to $3.4 million, or $0.05 per share.
Net asset value per share declined to $16.86 as of March 31, 2026 from $17.23 at year-end 2025. The Board declared a second quarter 2026 dividend of $0.42 per share, payable June 29, 2026 to stockholders of record on June 15, 2026. The investment portfolio had a fair value of $2.47 billion, with about 66.0% in first lien senior secured loans and broad industry diversification.
The portfolio’s weighted average yield at fair value was 10.9%, and only six portfolio companies were on non-accrual status, representing 0.6% of the portfolio at fair value. Debt outstanding totaled $1.47 billion, resulting in debt-to-equity and net debt-to-equity ratios of 1.34x and 1.28x, respectively.
Bain Capital Specialty Finance, Inc. announced it will report financial results for the first quarter ended March 31, 2026 on May 11, 2026 after the market closes. Management will host a conference call on May 12, 2026 at 8:30 a.m. Eastern Time to discuss the results.
The company is an externally managed specialty finance company focused on lending to middle-market businesses and has invested approximately $9,809.3 million in aggregate principal amount of debt and equity investments since commencing operations in October 2016 through December 31, 2025.
Bain Capital Specialty Finance, Inc. reported solid fourth-quarter 2025 results, with net investment income of $29.7M, or $0.46 per share, and earnings per share of $0.43. Regular dividends declared and payable for the quarter were $0.42 per share, supplemented by a special dividend of $0.18 per share.
As of December 31, 2025, the investment portfolio had a fair value of $2,508.4M across 203 companies, with net asset value per share of $17.23. Credit quality indicators remained stable, with non-accruals at 1.5% of amortized cost and 0.8% of fair value. The Board also declared a first-quarter 2026 dividend of $0.42 per share for stockholders of record on March 16, 2026, payable on March 30, 2026.
Bain Capital Specialty Finance, Inc. is scheduling its next earnings update. The company will report financial results for the fourth quarter and fiscal year ended December 31, 2025 on February 26, 2026 after the market closes, followed by a conference call on February 27, 2026 at 8:00 a.m. Eastern Time.
The company is an externally managed business development company focused on lending to middle-market borrowers. Since beginning investment operations in 2016 and through September 30, 2025, it has invested approximately $9,688.5 million in aggregate principal of debt and equity investments.
Bain Capital Specialty Finance, Inc. entered into a Fourth Supplemental Indenture with U.S. Bank Trust Company to issue $350,000,000 aggregate principal amount of 5.950% notes due 2031.
The Notes mature on March 1, 2031, bear interest at 5.950% per year, and pay interest semi-annually on March 1 and September 1, beginning September 1, 2026. They are general unsecured obligations, ranking senior to expressly subordinated debt, equal with other unsecured unsubordinated debt, effectively junior to secured debt up to the value of collateral, and structurally junior to liabilities of subsidiaries.
The Indenture includes asset coverage and reporting covenants and requires a repurchase offer at 100% of principal plus accrued interest upon a defined change of control repurchase event. The registered offering closed on January 29, 2026 and generated net proceeds of about $342.5 million, which the Company intends to use to repay outstanding secured indebtedness under its financing arrangements and for general corporate purposes.
Bain Capital Specialty Finance, Inc. entered into an underwriting agreement to issue and sell $350 million aggregate principal amount of its 5.950% Notes due 2031. The agreement is with BCSF Advisors, LP and a group of underwriters led by Wells Fargo Securities, LLC, J.P. Mogan Securities LLC, and SMBC Nikko Securities America, Inc. It contains customary representations, warranties, covenants, indemnification, and contribution provisions for all parties. The notes offering is being conducted under the company’s effective shelf registration statement on Form N-2, using a preliminary and final prospectus supplement each dated January 22, 2026.
Bain Capital Specialty Finance, Inc. declared a special cash dividend of $0.15 per share. This one-time dividend will be paid to stockholders who are on the company’s books as of the record date of December 31, 2025, and is scheduled to be paid on January 26, 2026. The company disclosed this action in connection with a press release that provides additional details.
Bain Capital Specialty Finance (NYSE: BCSF) announced that it furnished a press release with its financial results for the third quarter ended September 30, 2025. The company also declared a fourth fiscal quarter 2025 dividend of $0.42 per share and confirmed an additional dividend of $0.03 per share that was previously announced.
Both the $0.42 regular dividend and the $0.03 additional dividend are payable on December 30, 2025 to stockholders of record as of December 16, 2025. These distributions outline the company’s planned cash return to shareholders for the quarter while results details are provided in the accompanying press release.
Bain Capital Specialty Finance (BCSF) appointed Sabrina Rusnak‑Carlson as General Counsel, effective at the close of business on November 5, 2025. She will serve until a successor is appointed and qualified or until earlier resignation or removal.
Rusnak‑Carlson, 46, joined Bain Capital in 2025 and is General Counsel of Credit and Public Equity. She previously served as General Counsel of First Eagle Alternative Credit and was a partner in Proskauer Rose LLP’s Private Credit Group. The company reports no family relationships or Item 404(a) related‑party transactions.
Bain Capital Specialty Finance (BCSF) announced it will release financial results for the quarter ended September 30, 2025 on November 10, 2025 after the market close, and will host a conference call on November 11, 2025 at 8:30 a.m. Eastern Time to discuss the results.
The related press release is furnished as Exhibit 99.1.