Are the headwinds clearing for business development companies, or is there more to consider?
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%. The company maintains a stable balance sheet with ...
Price trend, volume and key moving averages
Trailing total returns as of 9/24/2026, 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) |
|---|---|---|
Q3 2026Latest 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 |
Q4 2025 Nov 6, 2025 | $0.32+18.5% vs $0.27 | $72M+7.0% vs $68M |
Are the headwinds clearing for business development companies, or is there more to consider?
Investors need to pay close attention to BBDC stock based on the movements in the options market lately.

Here at Zacks, our focus is on the proven Zacks Rank system, which emphasizes earnings estimates and estimate revisions to find great stocks. Nevertheless, we are always paying attention to the latest value, growth, and momentum trends to underscore strong picks.
Barings Bdc NYSE: BBDC reported second-quarter net investment income that exceeded its quarterly dividend, while its net asset value declined modestly as the business development company continued to simplify legacy structures and deploy capital into new investments.
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 |
|---|---|---|---|---|---|---|---|
| $8.66 | $906.76M | 8.93 | 32.5% | 40.96% | 8.67% | 13.75% | |
| $19.15 | $13.75B | 10.30 | -11.83% | 45.18% | 6.78% | — | |
| $5.27 | $1.07B | 6.93 | -18.64% | — | — | — | |
| $12.45 | $3.24B | 8.77 | 44.68% | 20.51% | 3.82% | — | |
| $4.92 | $199.75M | 4.03 | 55.25% | 45.97% | 10.97% | — | |
| $7.02 | $696.51M | 9.75 | -27.91% | 21.46% | 4.82% | — |
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 32.5% over the past year. This is strong growth.
Yes, Barings BDC, Inc. (BBDC) is profitable, generating $87.1M in net income for fiscal year 2025 (41.0% net margin).
Yes, Barings BDC, Inc. (BBDC) pays a dividend with a yield of 13.75%. This makes it attractive for income-focused investors.
Barings BDC, Inc. (BBDC) has a return on equity (ROE) of 8.7%. This is below average, suggesting room for improvement.
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 -11.2%. This is excellent, indicating strong cost control.