BBDC

Barings BDC, Inc.

NYSE · CIK 0001379785
$8.39 0.00% $878.5M
3 New Institutional Positions4 Institutional Exits
Vol
Market Cap$878.5M
Cap SizeSmall Cap
Analyst ConsensusStrong Buy (82%)
Inst. Holders47 funds
Inst. Value$95.5M
Inst. Activity3 buys / 4 sells
Insider Activity1B / 0S
Insider Net $$82.7K
SEC Reports2
Exchange NYSE·CIK 0001379785·Prev Close $8.39

Recent Activity

Jun 3, 2026 Insider
McDonnell Thomas bought 10,000 shares
Chief Executive Officer @ $8.27 ($82.7K)
Jun 1, 2026 SEC
Barings BDC (BBDC) terminated its existing $100M Sierra Credit Support Agreement (Prior CSA) with its adviser Barings LL
8-K — Impact 6/10
May 20, 2026 short_volume
Short Volume: BBDC — 65.4% short (0.4M / 0.6M)
Short: 374,793 | Exempt: 600 | TRF Vol: 573,386 | Short Ratio: 65.4% | Off-exchange volume (dark poo
Mar 16, 2026 SEC
Barings BDC, Inc. (BBDC) filed a definitive proxy statement (DEFA14A) for its annual meeting of stockholders scheduled f
DEFA14A — Impact 3/10
Inst.
Russell Investments Group, Ltd. — DOUBLED
847,774 shares ($7.0M)
Inst.
BlackRock, Inc. — TRIM
493,714 shares ($4.1M)

Price Targets

$9.63 +14.7% upside Buy
Current $8.39 Low $9.25 Median $9.50 High $10.00 6 analysts
$9.25 $10.00

Analyst Ratings

Strong Buy82% buy · 11 analysts
4Strong Buy
5Buy
2Hold
0Sell
0Strong Sell
Recent Analyst Actions
DateFirmActionRating
Apr 28, 2026 LUCID CAPITAL MARKETS INITIATE Neutral

Earnings Estimates

PeriodEPS Est.RangeGrowth#
Current Q $0.24 ▼ -3.2% $0.23 — $0.25 -14% YoY 5
Next Q $0.25 ▼ -0.6% $0.22 — $0.26 -23% YoY 5
Current FY $0.98 $0.92 — $1.01 -13% YoY 5
Next FY $0.96 ▲ +4.0% $0.88 — $1.06 -2% YoY 6

Top Institutional Holders

FundValueMove
Cresset Asset Management, LLC$19.1MADD
MORGAN STANLEY$8.2MADD
TWO SIGMA INVESTMENTS, LP$8.1MADD
FRANKLIN RESOURCES INC$8.0MADD
WELLS FARGO & COMPANY/MN$7.6MADD

Recent Insider Trades

DateInsiderTypeValue
Jun 3, 2026McDonnell ThomasBUY$82.7K
47 institutional holders with $95.5M total value (11,624,511 shares) as of 2026-Q1. Top holders: Cresset, MORGAN, TWO. Net selling activity: 4 institutions trimmed/exited vs 3 added.

Top Institutional Holders — 2026-Q1

#FundSharesValue% of TrackedLast Move
1Cresset Asset Management, LLC2,324,330$19.1M20.0%ADD +36.3%
2MORGAN STANLEY997,816$8.2M8.6%ADD +30.9%
3TWO SIGMA INVESTMENTS, LP979,333$8.1M8.4%ADD +29.7%
4FRANKLIN RESOURCES INC970,764$8.0M8.4%ADD +64.0%
5WELLS FARGO & COMPANY/MN925,422$7.6M8.0%ADD +85.4%
6Legal & General Group Plc850,977$7.0M7.3%
7Russell Investments Group, Ltd.847,774$7.0M7.3%DOUBLED +181.2%
8RAYMOND JAMES FINANCIAL INC616,756$5.1M5.3%TRIM -65.2%
9Sumitomo Mitsui Trust Group, Inc.577,412$4.8M5.0%ADD +66.8%
10BlackRock, Inc.493,714$4.1M4.3%TRIM -41.8%
11BANK OF AMERICA CORP /DE/447,627$3.7M3.9%ADD +28.7%
12D. E. Shaw & Co., Inc.305,877$2.5M2.6%DOUBLED +1246.1%
13Neuberger Berman Group LLC226,950$1.9M2.0%TRIM -34.3%
14HighTower Advisors, LLC145,656$1.2M1.3%
15Invesco Ltd.110,729$911.3K1.0%NEAR_EXIT -91.7%
16&PARTNERS101,410$834.6K0.9%
17WEALTH ENHANCEMENT ADVISORY SERVICES, LLC89,521$749.3K0.8%TRIM -40.3%
18BALYASNY ASSET MANAGEMENT L.P.78,752$648.1K0.7%
19STIFEL FINANCIAL CORP60,173$495.2K0.5%ADD +85.2%
20Lido Advisors, LLC52,801$434.6K0.5%

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
Russell Investments Group, Ltd.DOUBLED301,451847,774+181.2%$7.0M2026-Q1
BlackRock, Inc.TRIM848,150493,714-41.8%$4.1M2026-Q1
WEALTH ENHANCEMENT ADVISORY SERVICES, LLCTRIM149,93789,521-40.3%$749.3K2026-Q1
STIFEL FINANCIAL CORPADD32,48860,173+85.2%$495.2K2026-Q1
Cerity Partners LLCADD12,41724,783+99.6%$204.0K2026-Q1
Allworth Financial LPNEAR_EXIT17,0311,261-92.6%$10.4K2026-Q1
PRICE T ROWE ASSOCIATES INC /MD/TRIM36,29320,930-42.3%$173.002026-Q1
Invesco Ltd.NEAR_EXIT1,160,86496,903-91.7%$889.6K2025-Q4
MARSHALL WACE, LLPTRIM132,77770,081-47.2%$643.3K2025-Q4
Verition Fund Management LLCTRIM52,04938,600-25.8%$354.3K2025-Q4
CWM, LLCADD11,69015,623+33.6%$143.002025-Q4
Cresset Asset Management, LLCADD1,571,3402,141,977+36.3%$18.8M2025-Q3
BlackRock, Inc.ADD635,048864,196+36.1%$7.6M2025-Q3
BANK OF AMERICA CORP /DE/ADD476,325613,247+28.7%$5.4M2025-Q3
Sumitomo Mitsui Trust Group, Inc.ADD291,373486,098+66.8%$4.3M2025-Q3
Trexquant Investment LPTRIM289,844136,824-52.8%$1.2M2025-Q3
MARSHALL WACE, LLPDOUBLED42,529132,777+212.2%$1.2M2025-Q3
Verition Fund Management LLCADD38,60052,049+34.8%$455.9K2025-Q3
TUDOR INVESTMENT CORP ET ALNEAR_EXIT405,10431,159-92.3%$273.0K2025-Q3
ENVESTNET ASSET MANAGEMENT INCTRIM29,69620,759-30.1%$181.9K2025-Q3
Mariner, LLCTRIM29,36317,984-38.8%$157.5K2025-Q3
DANSKE BANK A/STRIM32-33.3%$18.002025-Q3
UBS Group AGADD850,8291,181,060+38.8%$10.8M2025-Q2
Trexquant Investment LPADD147,123289,844+97.0%$2.6M2025-Q2
ROYAL BANK OF CANADAADD37,11660,673+63.5%$555.0K2025-Q2
1 unique insiders with 1 transactions. Net insider value: $82.7K ($82.7K bought, $0.00 sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
Jun 3, 2026McDonnell ThomasChief Executive OfficerBUY10,000$8.27$82.7K

No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.

Current analyst consensus: Strong Buy (82% buy). Based on 11 analysts: 4 strong buy, 5 buy, 2 hold, 0 sell, 0 strong sell.

Analyst Price Targets

$9.63 mean target +14.7% upside Buy (1.83)
$9.25 Low $10.00 High
MetricValue
Current Price$8.39
Target Low$9.25
Target Mean$9.63
Target Median$9.50
Target High$10.00
# Analysts6
RecommendationBuy (1.83)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Current Q
2026-06-30
$0.24 $0.23 $0.25 -13.6% -3.2% 1↑ 1↓ $0.1B -19.6% 5
Next Q
2026-09-30
$0.25 $0.22 $0.26 -23.1% -0.6% 2↑ 1↓ $0.1B -16.5% 5
Current FY
2026-12-31
$0.98 $0.92 $1.01 -12.5% +0.4% 2↑ 2↓ $0.2B -13.6% 5
Next FY
2027-12-31
$0.96 $0.88 $1.06 -1.9% +4.0% 1↑ 0↓ $0.2B 1.1% 6

Current Quarter EPS Revision History

TimepointEPS EstimateChange
Current$0.242
7d ago$0.240+0.002
30d ago$0.250-0.008
60d ago$0.244-0.002
90d ago$0.240+0.002
1 analyst firms have rated this stock: 0 upgrades, 0 downgrades, 1 initiations.

Individual Analyst Actions

DateAnalyst FirmActionPrevious RatingNew Rating
Apr 28, 2026 LUCID CAPITAL MARKETS INITIATE Neutral

Monthly Consensus History

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
Jun 1, 20264520082%
May 1, 20264520082%
Apr 1, 20264520082%
Mar 1, 20264520082%
Feb 1, 20264520082%
Jan 1, 20264520082%
Strong BuyBuyHoldSellStrong Sell

No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.

No Reddit sentiment data available yet. Sentiment is analyzed from Reddit investment communities on a rolling basis.

May 20, 2026
short_volume
Short Volume: BBDC — 65.4% short (0.4M / 0.6M)
Short: 374,793 | Exempt: 600 | TRF Vol: 573,386 | Short Ratio: 65.4% | Off-exchange volume (dark pool + OTC)
May 7, 2026
earnings_calendar
BBDC Q1 2026 Earnings Scheduled — 2026-05-07
Mar 4, 2026
short_interest
FTD: BBDC — 74,400 shares ($0.6M) failed to deliver
Settlement: 20260304, Price: $8.57, FTD Value: $637,608, BARINGS BDC INC COM (MD)