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BBDC

Barings BDC, Inc.

BBDC

NYSE·Financial Services·Asset Management·Mkt cap $988.4M

$9.44

+0.96%

P/E

10.37

Mkt Cap

$988.4M

52-Wk Range

$7.96–$9.91

52-Week Range

$7.96 - $9.91

P/E

10.37

Fwd P/E

9.08

Beta

0.66

Div Yield

12.08%

Avg Vol

732.1K

Shares Out

104.7M

Mkt Cap

$988.4M

Price action

Price chart

Down 4.0% over the trailing year

Total returns

Price performance

Total return across standard periods - splits & dividends adjusted by FMP. Periods longer than 1Y show annualized in the tooltip.

Why we rate it this way

The thesis at a glance

Bull and bear case · plain-English context across the five lenses we evaluate.

Bull Case

4 reasons

  • Barings' institutional expertise in private credit and middle-market investments
  • Diversified portfolio across industries and transaction types reducing concentration risk
  • Senior secured positioning providing downside protection and priority in capital structures
  • Established relationships with private equity sponsors and middle-market companies

Bear Case

1 risk

  • Low volatility (beta 0.7).

Growth

Strong growth ahead

Strong demand for middle-market financing as private equity continues to grow

Value

Trading at 0.9x Digital Payments peers — a discount despite the growth profile.

Momentum

Strong

+9.0% over 3m

Quality

Excellent

Emerging growth company (45% revenue growth). Early stage with higher risk.

Dividend

High yield

12.08% yield

Earnings track record

Latest print - beat on both lines

AI-summarized recap of last quarter, plus the surprise on every print.

Next: Nov 5, 2026

Q3 26 RECAP

AUG 5, 2026

Reported EPS of $0.28 vs $0.25 consensus (+12.7% surprise). Revenue of $65.2M vs $60.1M expected (+8.5%). Beat on both top and bottom lines.

EPS beat +12.7%
Rev beat +8.5%
Double beat

EPS surprise · last 4Q

1 of 1 beats

Estimate

Actual

Q3 26

+12.7%

Revenue trend · last 8Q

-29%

+7%

+94%

+25%

+51%

-100%

Q3 24

Q4 24

Q1 25

Q2 25

Q3 25

Q4 25

Q1 26

Q2 26

$25.5M

$29.1M

$34.7M

$23.7M

$49.5M

$36.2M

$52.2M

$0

Margins · last 8Q

Gross

Operating

Profit

Wall Street consensus

1 analyst · 100% Buy

Live ratings and price targets aggregated across covering analysts.

Buy

1

100%

Hold

0%

Sell

0%

Median Price Target

Latest: Wells Fargo · Aug 10, 2026

vs Industry

How BBDC stacks vs Asset Management

Stock metrics vs industry averages. Green = better than industry.

Industry comparison data unavailable for this stock.