Barings BDC's reported results are heavily distorted by temporary fee waivers and volatile non-interest income, with NII swinging from $38.9M in 2026Q1 to -$19.8M in 2026Q2 and NIM compressing 230bps to -0.8%.
Price trend, volume and key moving averages
Trailing total returns as of 11/8/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q4 2026Latest Nov 5, 2026 | $0.26-0.7% vs $0.26 | $64M+1.0% vs $64M |
Q3 2026 Aug 5, 2026 | $0.28+12.7% vs $0.25 | $65M+8.5% vs $60M |
Q2 2026 May 7, 2026 | $0.25+0.0% vs $0.25 | $61M-3.2% vs $63M |
Q1 2026 Feb 19, 2026 | $0.27+3.8% vs $0.26 | $68M+0.5% vs $68M |
Barings Bdc NYSE: BBDC reported third-quarter net investment income that covered its dividend and a slight decline in net asset value, while management outlined plans to refinance its largest near-term debt maturity and address a modest increase in non-accruals.
Altria Group, Golub Capital, Alliance Resource Partners and Barings offer attractive shareholder yields amid the US market selloff. Here's why they stand out.
Barings BDC Inc ( BBDC ) Q3 2026 Earnings Call November 6, 2026 8:30 AM EST Company Participants Thomas McDonnell - Chief Executive Officer Matthew Freund - President & Head of North America Private Credit Portfolio Management Elizabeth Murray - CFO, COO & Principal Accounting Officer Conference Call Participants Robert Dodd - Raymond James & Associates, Inc., Research Division Finian O'Shea - Wells Fargo Securities, LLC, Research Division Jason Stewart - Compass Point Research & Trading, LLC, Research Division Derek Hewett - BofA Securities, Research Division Presentation Operator At this time, I would like to welcome everyone to the Barings BDC, Inc. Conference Call for the quarter ended September 30, 2026. [Operator Instructions] Today's call is being recorded, and a replay will be available approximately 2 hours after the conclusion of the call on the company's website under the Investor Relations section.
Barings BDC (BBDC) came out with quarterly earnings of $0.26 per share, missing the Zacks Consensus Estimate of $0.27 per share. This compares to earnings of $0.32 per share a year ago.
Benchmark BBDC against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for Barings BDC, Inc. (BBDC)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $8.64 | $904.67M | 9.96 | 32.5% | 53.58% | 7.89% | 13.79% | |
| $19.13 | $13.74B | 15.74 | -11.83% | 55% | 6.23% | 9.45% | |
| $5.15 | $1.04B | 6.78 | -20.66% | — | — | 15.55% | |
| $12.74 | $3.32B | 22.62 | 44.68% | 31.97% | 3.82% | 10.87% | |
| $4.37 | $177.42M | 8.17 | 55.25% | 58.87% | 6.24% | 23.45% | |
| $6.88 | $682.62M | 13.58 | -27.91% | 66.56% | 4.82% | 17.52% |
Barings BDC, Inc. (BBDC) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
Verify the primary filings, follow material updates, and answer the remaining questions.
Barings BDC, Inc. (BBDC) SEC filings — annual & quarterly reports (10-K, 10-Q)
Aug 5, 2026·SEC
Jun 1, 2026·SEC
May 7, 2026·SEC
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Barings BDC, Inc. (BBDC) stock FAQ — growth, dividends, profitability & financials explained
Barings BDC, Inc. (BBDC) grew revenue by 23.8% over the trailing twelve months, compared with the twelve months before.
Yes. Barings BDC, Inc. (BBDC) earned $90.8M in net income over the trailing twelve months (a 53.6% net margin).
Yes. Barings BDC, Inc. (BBDC) pays a dividend that yields 13.79% at the current price, a high yield.
Barings BDC, Inc. (BBDC) had a return on equity (ROE) of 7.9% over the trailing twelve months. That is below the market's typical 10-15%.
Barings BDC, Inc. (BBDC) has a net interest margin (NIM) of 6.7%. This indicates healthy earnings from lending activities.
Barings BDC, Inc. (BBDC) has an efficiency ratio of -17.0%. This is excellent, indicating strong cost control.
