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Barings BDC, Inc. (BBDC)

USD8.46 -0.11 (-1.28%)
US NYSE Financial Services Financial - Credit Services
Address 300 South Tryon Street 28202
Charlotte, NC, US
CEO Thomas McDonnell
IPO 2007-02-22
CIK 1379785 ISIN US06759L1035

Explore sections of this company profile

Description

Barings BDC, Inc. (NYSE: BBDC) functions as a publicly traded, externally managed Business Development Company (BDC), operating under the regulatory framework of the Investment Company Act of 1940. Its investment strategy primarily involves providing capital through various debt instruments, such as senior secured loans, first and second lien debt, unitranche facilities, and subordinated debt, alongside equity co-investments. These financial solutions are extended to private middle-market companies operating across a diverse array of industries. BBDC's specialization encompasses financial solutions for situations like leveraged buyouts, management buyouts, growth financing, acquisition financings, recapitalizations, and change of control transactions. It also provides mezzanine capital and supports ESOPs for enterprises ranging from the lower middle market to mature and later-stage companies. Its industry exposure spans manufacturing and distribution, business services and technology, transportation and logistics, and consumer products and services. Operating exclusively within the United States, BBDC targets companies with an EBITDA between $10 million and $75 million, frequently those backed by private equity sponsors. Founded on October 10, 2006, Barings BDC, Inc. is headquartered in Charlotte, North Carolina, and also maintains an office in Raleigh.

News Sentiment (7d)
63 Positive

Based on only 2 articles — low confidence

Market Cap & Enterprise Value
Merger & Acquisition History

No mergers or acquisitions recorded for this company.

Technical Outlook
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Signal Summary Loading…
Indicator 1D1W2W3W1M
Each column is computed on that timeframe's candles (1D = daily, 1W ≈ weekly, 1M ≈ monthly), not on the same last day. ▲ bullish · ▼ bearish · — neutral. The Net row counts signals per column; hover any cell (or the indicator name) to see the exact rule behind it.
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
Indicative levels generated algorithmically. Not financial advice.
Risk Profile
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Price Chart
Averages
Trend
Price
Levels
Draw
USD8.46 -0.11 (-1.28%)
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Volume Profile
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Liquidity & share structure
Average Volume
735.5K
Beta
0.65
Float Shares
104.05M
Free Float %
99.4%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
-2.93% -5.59% +3.24% -5.70% -3.80% -6.21% -0.69% +17.14% -16.57% -52.98% -46.19%
Rolling Volatility
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Drawdown
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Relative Strength
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Monthly Returns Heatmap
From To
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Annual Monthly Returns
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Daily Returns Distribution
vs.
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Revenue flow

Revenue by geography

Revenue by segment

From To

Revenue composition

From To

By product

By geography

Financial Statements

Income Statement

Balance Sheet

Cash Flow Statement

Key Metrics

Financial Ratios

Employees

Financial Growth (CAGR)

Market Data

Analyst Consensus (19 ratings, all time) Buy
Price Targets & DCF
Current price
8.46
Low 12.50 +47.8%
Consensus 12.50 +47.8%
Median 12.50 +47.8%
High 12.50 +47.8%
DCF (Unlevered) 82.23 +872.0%
DCF (Levered) 14.46 +70.9%

DCF figures are point estimates: small changes in growth or discount-rate assumptions move them materially. Read them as a reference, not a precise target.

Ratings Trend (MoM) 67% Bullish
Rating 2026-05 Change
Strong Buy 1 0
Buy 3 0
Hold 2 0
Sell 0 0
Strong Sell 0 0
Price Target Summary
Period # Analysts Avg Target
Last Month
Last Quarter
Last Year
All Time 1
12.50
+47.8%
Quality scores
Altman Z-Score
0.31
Distress
Piotroski F-Score
8 / 9
Strong
MOAT Score
6 / 10
Developing
Composite Rating
A-
Overall Score
4 / 5
High
DCF Score
4 / 5
High
ROE Score
3 / 5
Medium
ROA Score
5 / 5
High
D/E Score
2 / 5
Medium
P/E Score
3 / 5
Medium
P/Book Score
3 / 5
Medium
Operational MOAT
✗ Below peers
  • Revenue growth Financial - Credit Services: +13.2%
    +19.0% Q1'26: -4.8% (vs Q1'25)
  • EPS growth Financial - Credit Services: +24.0%
    -6.7% Q1'26: -38.7% (vs Q1'25)
  • FCF margin FCF growth · Financial - Credit Services: +70.9%
    +42.3% Q1'26: -8.6% (vs Q1'25)
  • EBIT margin Financial - Credit Services: +28.7%
    +76.7% Q1'26: +75.3% (vs Q1'25)
  • ROIC Financial - Credit Services: +5.0%
    +7.3% Q1'26: +6.2% (vs Q1'25)
  • Share dilution Financial - Credit Services: +0.0%
    -0.5% Q1'26: -0.6% (vs Q1'25)
  • Debt / EBITDA Net debt/EBITDA · Financial - Credit Services: 4.07×
    7.49× Q1'26: 8.99× (vs Q1'25)
Valuation Multiples From To
Price Forecast (3Y) From To
Model
Adjust
P/E
Theoretical Return — If Invested Today

* These projections are based on analyst consensus estimates and user-defined valuation multiples. This table is for informational purposes only and does not constitute a recommendation to buy or sell any security. Past performance is not indicative of future results.

DCF Interactive Model (UFCF)
Projection years:
Market assumptions
WACC components (optional)
Ke (Cost of Equity) = Rf + β (0.68) × ERP
WACC = 39% × Ke + 61% × Kd (6.0%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
Intrinsic value (base): 81.83 Current price: 8.46
Enterprise Value: Equity Value: Terminal Value: TV as % of EV:

Base values reflect the latest available data for this company and market conditions.

Consensus Estimates
Metric Dec 2008
actual
Dec 2013
actual
Dec 2015
actual
Dec 2016
actual
Dec 2017
actual
Dec 2018
actual
Dec 2019
actual
Dec 2020
actual
Dec 2021
actual
Dec 2022
actual
Dec 2023
actual
Dec 2024
actual
Dec 2025
actual
Dec 2026
3 Rev. Ana.
3 EPS Ana.
Dec 2027
3 Rev. Ana.
3 EPS Ana.
Dec 2028
1 Rev. Ana.
1 EPS Ana.
Revenue
17.13M
est: 28.01M (-38.8%)
101.03M
est: 98.71M (+2.3%)
121.29M
est: 120.98M (+0.3%)
113.68M
est: 112.44M (+1.1%)
123.00M
est: 120.38M (+2.2%)
80.22M
est: 77.22M (+3.9%)
75.65M
est: 76.36M (-0.9%)
36.97M
est: 69.42M (-46.7%)
119.80M
est: 132.87M (-9.8%)
219.13M
est: 218.35M (+0.4%)
289.20M
est: 291.39M (-0.8%)
209.10M
est: 284.79M (-26.6%)
248.84M
est: 278.90M (-10.8%)
249.53M
240.48M – 257.03M
-10.5% YoY
244.84M
235.96M – 252.20M
-1.9% YoY
228.60M
220.30M – 235.47M
-6.6% YoY
EBITDA
7.79M
est: 12.95M (-39.9%)
81.80M
est: 58.18M (+40.6%)
98.44M
est: 71.09M (+38.5%)
92.67M
est: 66.67M (+39.0%)
101.56M
est: -7.68M (+1,422.3%)
51.45M
est: -35.28M (+245.9%)
56.65M
est: 45.01M (+25.9%)
8.23M
est: 40.91M (-79.9%)
77.69M
est: 78.32M (-0.8%)
173.13M
est: 102.74M (+68.5%)
214.52M
est: 203.48M (+5.4%)
113.76M
est: 198.87M (-42.8%)
190.89M
est: 194.76M (-2.0%)
174.25M
167.92M – 179.49M
-10.5% YoY
170.97M
164.77M – 176.11M
-1.9% YoY
159.63M
153.84M – 164.43M
-6.6% YoY
EBIT
7.77M
est: 10.64M (-27.0%)
81.76M
est: 79.01M (+3.5%)
98.38M
est: 45.53M (+116.1%)
92.60M
est: 38.10M (+143.0%)
101.50M
est: -36.33M (+379.4%)
51.43M
est: 45.51M (+13.0%)
56.65M
est: 45.01M (+25.9%)
8.23M
est: 40.91M (-79.9%)
77.69M
est: 78.32M (-0.8%)
173.13M
est: 128.69M (+34.5%)
214.52M
est: 203.48M (+5.4%)
113.76M
est: 198.87M (-42.8%)
190.89M
est: 194.76M (-2.0%)
174.25M
167.92M – 179.49M
-10.5% YoY
170.97M
164.77M – 176.11M
-1.9% YoY
159.63M
153.84M – 164.43M
-6.6% YoY
Net Income
7.64M
est: 7.61M (+0.4%)
81.21M
est: 78.34M (+3.7%)
47.86M
est: 45.13M (+6.1%)
34.26M
est: 37.70M (-9.1%)
-28.65M
est: -38.25M (+25.1%)
-114.28M
est: -58.07M (-96.8%)
58.19M
est: 58.85M (-1.1%)
8.18M
est: 66.25M (-87.7%)
77.69M
est: 95.32M (-18.5%)
4.68M
est: 88.41M (-94.7%)
128.00M
est: 111.67M (+14.6%)
110.29M
est: 130.58M (-15.5%)
101.92M
est: 117.14M (-13.0%)
104.53M
103.45M – 105.61M
-10.8% YoY
96.38M
95.80M – 104.48M
-7.8% YoY
94.66M
88.38M – 96.38M
-1.8% YoY
SGA
6.25M
est: 6.70M (-6.7%)
19.26M
est: 18.51M (+4.1%)
22.90M
est: 21.69M (+5.6%)
21.08M
est: 4.68M (+350.9%)
21.51M
est: 5.34M (+302.8%)
28.80M
est: 13.17M (+118.6%)
19.00M
est: 6.52M (+191.2%)
5.79M
est: 10.38M (-44.2%)
9.10M
est: 19.87M (-54.2%)
46.00M
est: 10.97M (+319.4%)
74.68M
est: 36.28M (+105.9%)
9.83M
est: 35.45M (-72.3%)
7.82M
est: 34.72M (-77.5%)
31.07M
29.94M – 32.00M
-10.5% YoY
30.48M
29.38M – 31.40M
-1.9% YoY
28.46M
27.43M – 29.32M
-6.6% YoY
EPS
1.11
est: 1.58 (-29.7%)
2.94
est: 2.11 (+39.3%)
1.44
est: 2.14 (-32.6%)
0.94
est: 1.61 (-41.6%)
-0.62
est: 1.51 (-141.1%)
-2.29
est: 0.28 (-928.8%)
1.16
est: 0.62 (+86.7%)
0.17
est: 0.63 (-72.9%)
1.19
est: 0.90 (+32.0%)
0.05
est: 1.05 (-95.7%)
1.20
est: 1.05 (+14.1%)
1.04
est: 1.25 (-16.6%)
0.97
est: 1.12 (-13.3%)
0.99
0.98 – 1.00
-11.1% YoY
0.96
0.91 – 0.99
-3.8% YoY
0.88
0.84 – 0.92
-7.8% YoY
Historical Ratings (3M)
Date Rating Overall DCF ROE ROA D/E P/E P/B
2026-05-07 A- 4/5 4/5 3/5 5/5 2/5 3/5 3/5
2026-05-06 A- 4/5 4/5 3/5 5/5 2/5 3/5 3/5
2026-05-05 A- 4/5 4/5 3/5 5/5 2/5 3/5 4/5
2026-05-04 A- 4/5 4/5 3/5 5/5 2/5 3/5 4/5
2026-05-01 B+ 3/5 4/5 3/5 5/5 1/5 3/5 3/5
2026-04-30 B+ 3/5 4/5 3/5 5/5 1/5 3/5 3/5
2026-04-29 B+ 3/5 4/5 3/5 5/5 1/5 3/5 3/5
2026-04-28 B+ 3/5 4/5 3/5 5/5 1/5 3/5 3/5
2026-04-27 B+ 3/5 4/5 3/5 5/5 1/5 3/5 3/5
2026-04-24 B+ 3/5 4/5 3/5 5/5 1/5 3/5 3/5
2026-04-23 B+ 3/5 4/5 3/5 5/5 1/5 3/5 3/5
2026-04-22 B+ 3/5 4/5 3/5 5/5 1/5 3/5 3/5
2026-04-21 A- 4/5 5/5 3/5 5/5 1/5 3/5 3/5
2026-04-20 A- 4/5 5/5 3/5 5/5 1/5 3/5 3/5
2026-04-17 A- 4/5 5/5 3/5 5/5 1/5 3/5 3/5
2026-04-16 A- 4/5 5/5 3/5 5/5 1/5 3/5 3/5
2026-04-15 A- 4/5 5/5 3/5 5/5 1/5 3/5 4/5

Owner Earnings

Owner's Earnings (history) From To
Owner alignment
Owner's Earnings TTM
76.95M
OE per share TTM
0.73
Owner's Yield
8.26%
Maintenance CapEx ratio
0.00%
Maint CapEx / Avg PPE
0.0%

Ownership Overview

Ownership breakdown
At a glance
Institutional holders
85
Total invested
164.97M
Insider transactions (90d)
0
Beneficial owners (>5%)
22
Beneficial owners (>5%)
# Reporting person Amount owned % of class Sole voting Shared voting Sole dispositive Shared dispositive Type Citizenship Filing date SEC filing
1 Ares Holdco LLC 5.33M 4.80% 5.33M OO Delaware 2022-04-14
2 Ares Management Corporation 5.33M 4.80% 5.33M CO Delaware 2022-04-14
3 Ares Management GP LLC 5.33M 4.80% 5.33M OO Delaware 2022-04-14
4 Ares Management Holdings L.P. 5.33M 4.80% 5.33M PN Delaware 2022-04-14
5 Ares Management LLC 5.33M 4.80% 5.33M OO Delaware 2022-04-14
6 Ares Partners Holdco LLC 5.33M 4.80% 5.33M OO Delaware 2022-04-14
7 Ares Voting LLC 5.33M 4.80% 5.33M OO Delaware 2022-04-14
8 RIVERNORTH CAPITAL MANAGEMENT, LLC 2.81M 4.30% 2.81M 2.81M IA DELAWARE 2021-02-16
9 UBS Group AG directly and on behalf of certain subsidiaries 2.72M 5.30% 2.72M 2.72M BK Switzerland 2019-02-15
10 5.31% 2.62M 5.31% 2.62M 2.62M BK Switzerland 2020-02-11
11 Brown Advisory LLC (“BALLC” 2.54M 4.96% 2.53M IA Brown Investment Advisory & Trust 2019-05-10
12 Ares Enhanced Loan Investment Strategy Advisor IV GP, LLC 2.32M 2.10% 2.32M OO Delaware 2022-04-14
13 Ares Enhanced Loan Investment Strategy Advisor IV, L.P. 2.32M 2.10% 2.32M PN Delaware 2022-04-14
14 Brown Advisory Incorporated ("BAI") 2.30M 4.57% 2.29M 2.30M HC Maryland 2019-09-10
15 Ares Capital Management III LLC 2.07M 1.90% 2.07M OO Delaware 2022-04-14
16 52-0556948 1.83M 3.70% 328.4K 1.83M IA Maryland 2020-02-14
17 Ares Income Opportunity Fund, L.P. 1.02M 0.90% 1.02M PN Delaware 2022-04-14
18 (1) BlackRock, Inc. 969.6K 4.38% 969.6K 969.6K HC Delaware 2011-09-09
19 Ares Enhanced Credit Opportunities Investment Management II, LLC 943.0K 0.80% 943.0K OO Delaware 2022-04-14
20 Ares Enhanced Credit Opportunities Master Fund II, Ltd. 943.0K 0.80% 943.0K FI Delaware 2022-04-14
21 Ares Multi-Asset Credit Strategies Fund LP 550.2K 0.50% 550.2K FI Delaware 2022-04-14
22 Brown Investment Advisory & Trust Company ("BIATC") 25.7K 0.05% 25.7K BK Brown Investment Advisory & Trust Company is a Maryland Trust Company. 2019-05-10

Institutional Activity (13F)

Institutional ownership trend From To
13F snapshot — 2026 Q1
Investors holding
85
-136 vs prev Q
New positions
9
Closed positions
143
Increased
38
Reduced
22
Put/Call ratio
0.00
Calls held
Puts held
Top institutional holders
# Investor Shares / Δ Mkt value / Δ Own% / Δ Weight% / Δ Avg px / Perf. Hold / Status
1 193.4K +193.4K (+100.0%) 1.78B +1.8B (+100.0%) 0.18% +0.184 pp 1.05% +1.049 pp USD9.18 +0.0% 1 qtrs NEW
2 SAGEGUARD FINANCIAL GROUP, LLC 107.2K +107.2K (+100.0%) 984.21M +984.2M (+100.0%) 0.10% +0.102 pp 0.16% +0.157 pp USD9.18 +0.0% 1 qtrs NEW
3 BARINGS LLC 13.64M +— (+0.0%) 125.21M +5.7M (+4.8%) 12.97% +0.009 pp 2.31% +0.032 pp USD9.84 -6.7% 30 qtrs
4 PRIVATE MANAGEMENT GROUP INC 3.77M +481.2K (+14.7%) 34.57M +5.8M (+20.1%) 3.58% +0.460 pp 1.01% +0.150 pp USD8.29 +10.7% 14 qtrs
5 ARES MANAGEMENT LLC 3.59M -206.9K (-5.4%) 32.96M -304.9K (-0.9%) 3.41% -0.194 pp 1.88% +0.373 pp USD9.73 -5.7% 30 qtrs
6 VAN ECK ASSOCIATES CORP 2.29M -185.7K (-7.5%) 21.06M -664.0K (-3.1%) 2.18% -0.175 pp 0.02% -0.003 pp USD9.49 -3.3% 30 qtrs
7 CRESSET ASSET MANAGEMENT, LLC 1.95M -159.8K (-7.6%) 17.94M -578.9K (-3.1%) 1.86% -0.151 pp 0.08% -0.003 pp USD9.51 -3.5% 5 qtrs
8 UBS GROUP AG 1.49M +285.3K (+23.6%) 13.71M +3.1M (+29.5%) 1.42% +0.272 pp 0.00% +0.001 pp USD9.36 -1.9% 30 qtrs
9 COLONY GROUP, LLC 1.00M +1.0M (+100.0%) 9.21M +9.2M (+100.0%) 0.95% +0.954 pp 0.01% +0.011 pp USD9.18 +0.0% 1 qtrs NEW
10 DIAMETER CAPITAL PARTNERS LP 966.4K +966.4K (+100.0%) 8.87M +8.9M (+100.0%) 0.92% +0.919 pp 0.81% +0.811 pp USD9.18 +0.0% 1 qtrs NEW
11 MORGAN STANLEY 899.5K +126.3K (+16.3%) 8.26M +1.5M (+21.9%) 0.86% +0.121 pp 0.00% +0.000 pp USD9.48 -3.2% 30 qtrs
12 FRANKLIN RESOURCES INC 881.0K -3.8K (-0.4%) 8.09M +336.8K (+4.3%) 0.84% -0.003 pp 0.00% +0.000 pp USD9.51 -3.5% 7 qtrs
13 WELLS FARGO & COMPANY/MN 879.8K -53.0 (0.0%) 8.08M +369.0K (+4.8%) 0.84% +0.001 pp 0.00% +0.000 pp USD9.60 -4.4% 30 qtrs
14 BLACKROCK, INC. 848.2K -16.0K (-1.9%) 7.79M +215.7K (+2.8%) 0.81% -0.015 pp 0.00% +0.000 pp USD9.42 -2.5% 6 qtrs
15 RIVERNORTH CAPITAL MANAGEMENT, LLC 806.1K +203.6K (+33.8%) 7.40M +2.1M (+40.2%) 0.77% +0.194 pp 0.35% +0.049 pp USD9.06 +1.3% 3 qtrs
16 DIMENSION CAPITAL MANAGEMENT LLC 758.9K +117.6K (+18.3%) 6.97M +1.3M (+24.0%) 0.72% +0.112 pp 0.97% +0.167 pp USD9.42 -2.5% 27 qtrs
17 LEGAL & GENERAL GROUP PLC 750.7K +117.8K (+18.6%) 6.90M +1.3M (+24.3%) 0.71% +0.112 pp 0.00% +0.000 pp USD9.15 +0.3% 30 qtrs
18 TWO SIGMA INVESTMENTS, LP 733.1K +111.9K (+18.0%) 6.73M +1.3M (+23.7%) 0.70% +0.107 pp 0.01% +0.001 pp USD9.05 +1.4% 22 qtrs
19 MUZINICH & CO., INC. 698.9K +212.8K (+43.8%) 6.42M +2.2M (+50.7%) 0.66% +0.203 pp 2.02% +0.372 pp USD9.25 -0.8% 30 qtrs
20 RAYMOND JAMES FINANCIAL INC 651.2K +496.7K (+321.4%) 5.98M +4.6M (+341.6%) 0.62% +0.472 pp 0.00% +0.001 pp USD9.27 -1.0% 5 qtrs
21 SUMITOMO MITSUI TRUST HOLDINGS, INC. 577.4K +91.3K (+18.8%) 5.30M +1.0M (+24.5%) 0.55% +0.087 pp 0.00% +0.001 pp USD8.71 +5.4% 24 qtrs
22 BANK OF AMERICA CORP /DE/ 526.9K -86.3K (-14.1%) 4.84M -535.0K (-10.0%) 0.50% -0.082 pp 0.00% +0.000 pp USD9.00 +2.0% 30 qtrs
23 TWO SIGMA ADVISERS, LP 401.5K -466.1K (-53.7%) 3.69M -3.9M (-51.5%) 0.38% -0.443 pp 0.01% -0.008 pp USD9.47 -3.1% 21 qtrs
24 ADVISORS ASSET MANAGEMENT, INC. 391.7K -47.5K (-10.8%) 3.60M -251.7K (-6.5%) 0.37% -0.045 pp 0.06% -0.005 pp USD9.58 -4.2% 21 qtrs
25 JANE STREET GROUP, LLC 384.2K +326.5K (+566.6%) 3.53M +3.0M (+598.5%) 0.37% +0.311 pp 0.00% +0.001 pp USD9.12 +0.7% 16 qtrs
26 CALLODINE CAPITAL MANAGEMENT, LP 356.5K +52.5K (+17.3%) 3.27M +609.8K (+22.9%) 0.34% +0.050 pp 0.26% +0.030 pp USD9.27 -1.0% 23 qtrs
27 CONFLUENCE INVESTMENT MANAGEMENT LLC 343.2K -21.4K (-5.9%) 3.15M -43.1K (-1.3%) 0.33% -0.020 pp 0.05% +0.002 pp USD9.98 -8.0% 30 qtrs
28 BULLDOG INVESTORS, LLP 317.3K +249.9K (+370.6%) 2.91M +2.3M (+393.2%) 0.30% +0.238 pp 0.65% +0.512 pp USD9.17 +0.1% 3 qtrs
29 RUSSELL INVESTMENTS GROUP, LTD. 301.5K +301.5K (+100.0%) 2.77M +2.8M (+100.0%) 0.29% +0.287 pp 0.00% +0.003 pp USD9.18 +0.0% 1 qtrs NEW
30 ADVISOR GROUP HOLDINGS, INC. 300.8K -28.9K (-8.8%) 2.76M -445.1K (-13.9%) 0.29% -0.027 pp 0.00% -0.001 pp USD9.85 -6.8% 24 qtrs
31 GRANITESHARES ADVISORS LLC 298.7K +298.7K (+100.0%) 2.74M +2.7M (+100.0%) 0.28% +0.284 pp 1.67% +1.665 pp USD9.18 +0.0% 1 qtrs NEW
32 LPL FINANCIAL LLC 279.3K -25.4K (-8.3%) 2.56M -105.4K (-3.9%) 0.27% -0.024 pp 0.00% 0.000 pp USD9.80 -6.3% 19 qtrs
33 SKANDINAVISKA ENSKILDA BANKEN AB (PUBL) 239.4K +— (+0.0%) 2.20M +100.6K (+4.8%) 0.23% +0.000 pp 0.01% +0.000 pp USD9.95 -7.7% 21 qtrs
34 NEUBERGER BERMAN GROUP LLC 232.6K -26.8K (-10.3%) 2.14M -136.8K (-6.0%) 0.22% -0.025 pp 0.00% 0.000 pp USD9.41 -2.4% 21 qtrs
35 BI ASSET MANAGEMENT FONDSMAEGLERSELSKAB A/S 221.6K -245.7K (-52.6%) 2.04M -2.1M (-50.3%) 0.21% -0.233 pp 0.02% -0.019 pp USD8.82 +4.1% 13 qtrs
36 CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. 205.4K -27.6K (-11.8%) 1.89M -156.0K (-7.6%) 0.20% -0.026 pp 0.01% -0.001 pp USD10.19 -9.9% 18 qtrs
37 LANSFORSAKRINGAR FONDFORVALTNING AB (PUBL) 167.1K +167.1K (+100.0%) 1.53M +1.5M (+100.0%) 0.16% +0.159 pp 0.01% +0.008 pp USD9.18 +0.0% 1 qtrs NEW
38 HENNION & WALSH ASSET MANAGEMENT, INC. 159.5K -28.0K (-14.9%) 1.46M -178.5K (-10.9%) 0.15% -0.027 pp 0.05% -0.009 pp USD8.75 +4.9% 20 qtrs
39 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 149.9K +1.2K (+0.8%) 1.37M +106.4K (+8.4%) 0.14% +0.001 pp 0.00% 0.000 pp USD9.62 -4.6% 7 qtrs
40 HIGHTOWER ADVISORS, LLC 140.7K -157.0 (-0.1%) 1.29M +57.7K (+4.7%) 0.13% 0.000 pp 0.00% +0.000 pp USD10.45 -12.2% 19 qtrs
41 GREAT WEST LIFE ASSURANCE CO /CAN/ 139.3K +7.9K (+6.0%) 1.28M +122.0K (+10.5%) 0.13% +0.008 pp 0.00% +0.001 pp USD8.92 +2.9% 30 qtrs
42 JPMORGAN CHASE & CO 138.2K +911.0 (+0.7%) 1.27M +66.0K (+5.5%) 0.13% +0.001 pp 0.00% +0.000 pp USD9.44 -2.8% 30 qtrs
43 CLIFFWATER LLC 126.8K +— (+0.0%) 1.16M +53.2K (+4.8%) 0.12% +0.000 pp 0.24% +0.010 pp USD9.37 -2.0% 27 qtrs
44 GREEN SQUARE CAPITAL ADVISORS LLC 122.9K -236.4K (-65.8%) 1.13M -2.2M (-65.7%) 0.12% -0.225 pp 0.12% -0.273 pp USD9.17 +0.1% 8 qtrs
45 CALIBER WEALTH MANAGEMENT, LLC / KS 121.8K -32.0K (-20.8%) 1.12M -229.1K (-17.0%) 0.12% -0.030 pp 0.12% -0.030 pp USD9.54 -3.8% 4 qtrs
46 THRIVENT FINANCIAL FOR LUTHERANS 114.0K +114.0K (+100.0%) 1.05M +1.0M (+100.0%) 0.11% +0.108 pp 0.00% +0.002 pp USD9.18 +0.0% 1 qtrs NEW
47 CITADEL ADVISORS LLC 104.7K +104.7K (+100.0%) 960.7K +960.7K (+100.0%) 0.10% +0.100 pp 0.00% +0.000 pp USD9.18 +0.0% 1 qtrs NEW
48 WILEY BROS.-AINTREE CAPITAL, LLC 97.9K +— (+0.0%) 898.8K +41.1K (+4.8%) 0.09% +0.000 pp 0.00% -0.001 pp USD9.34 -1.7% 9 qtrs
49 INVESCO LTD. 96.9K -1.1M (-91.7%) 889.6K -9.3M (-91.3%) 0.09% -1.011 pp 0.00% -0.002 pp USD8.76 +4.8% 9 qtrs
50 DENALI ADVISORS LLC 94.1K -19.4K (-17.1%) 863.8K -130.1K (-13.1%) 0.09% -0.018 pp 0.10% -0.016 pp USD9.78 -6.1% 6 qtrs
51 NILSINE PARTNERS, LLC 89.5K +2.5K (+2.9%) 821.2K +59.5K (+7.8%) 0.09% +0.002 pp 0.07% +0.003 pp USD9.14 +0.4% 3 qtrs
52 SAXON INTERESTS, INC. 88.4K +88.4K (+100.0%) 811.4K +811.4K (+100.0%) 0.08% +0.084 pp 0.28% +0.284 pp USD9.18 +0.0% 1 qtrs NEW
53 ETHOS FINANCIAL GROUP, LLC 84.0K -2.6K (-3.0%) 771.4K +12.4K (+1.6%) 0.08% -0.002 pp 0.06% -0.003 pp USD9.38 -2.1% 4 qtrs
54 CETERA INVESTMENT ADVISERS 80.6K -7.2K (-8.2%) 740.2K -29.6K (-3.8%) 0.08% -0.007 pp 0.00% 0.000 pp USD9.40 -2.3% 16 qtrs
55 PRIME CAPITAL INVESTMENT ADVISORS, LLC 75.4K -9.4K (-11.0%) 692.0K -50.3K (-6.8%) 0.07% -0.009 pp 0.01% -0.001 pp USD9.02 +1.8% 15 qtrs
56 MILLENNIUM MANAGEMENT LLC 72.8K +49.5K (+211.4%) 668.8K +463.8K (+226.3%) 0.07% +0.047 pp 0.00% +0.000 pp USD9.05 +1.4% 28 qtrs
57 APOLLON WEALTH MANAGEMENT, LLC 71.6K +6.9K (+10.6%) 657.7K +90.3K (+15.9%) 0.07% +0.007 pp 0.01% +0.001 pp USD8.82 +4.1% 14 qtrs
58 VIRTUS INVESTMENT ADVISERS, INC. 71.6K -14.4K (-16.8%) 657.4K -96.5K (-12.8%) 0.07% -0.014 pp 0.18% -0.037 pp USD9.53 -3.7% 4 qtrs
59 MARSHALL WACE, LLP 70.1K -62.7K (-47.2%) 643.3K -519.8K (-44.7%) 0.07% -0.060 pp 0.00% -0.001 pp USD9.05 +1.4% 6 qtrs
60 NORTHERN TRUST CORP 65.9K -6.0K (-8.4%) 605.3K -25.1K (-4.0%) 0.06% -0.006 pp 0.00% +0.000 pp USD9.24 -0.6% 16 qtrs
61 SCHONFELD STRATEGIC ADVISORS LLC 57.0K +57.0K (+100.0%) 523.4K +523.4K (+100.0%) 0.05% +0.054 pp 0.00% +0.002 pp USD9.18 +0.0% 1 qtrs NEW
62 COMMONWEALTH EQUITY SERVICES, LLC 54.7K -2.3K (-4.1%) 502.1K +3.1K (+0.6%) 0.05% -0.002 pp 0.00% +0.000 pp USD9.31 -1.4% 8 qtrs
63 KESTRA ADVISORY SERVICES, LLC 52.1K -10.3K (-16.5%) 477.9K -68.1K (-12.5%) 0.05% -0.010 pp 0.00% -0.001 pp USD9.25 -0.8% 16 qtrs
64 LIDO ADVISORS, LLC 53.4K -2.1K (-3.9%) 467.4K -18.7K (-3.9%) 0.05% -0.002 pp 0.00% 0.000 pp USD9.39 -2.2% 9 qtrs
65 HIGHPOINT ADVISOR GROUP LLC 49.0K -8.7K (-15.0%) 450.0K -55.5K (-11.0%) 0.05% -0.008 pp 0.02% -0.003 pp USD8.61 +6.6% 9 qtrs
66 PROSPERITY CONSULTING GROUP, LLC 47.9K -20.0K (-29.5%) 440.0K -155.4K (-26.1%) 0.05% -0.019 pp 0.02% -0.010 pp USD8.76 +4.8% 2 qtrs
67 MML INVESTORS SERVICES, LLC 47.7K -37.0K (-43.7%) 437.5K -303.8K (-41.0%) 0.05% -0.035 pp 0.00% -0.001 pp USD9.40 -2.3% 8 qtrs
68 SRS CAPITAL ADVISORS, INC. 47.6K +47.6K (+100.0%) 437.4K +437.4K (+100.0%) 0.05% +0.045 pp 0.01% +0.013 pp USD9.18 +0.0% 1 qtrs NEW
69 LSV ASSET MANAGEMENT 46.7K +— (+0.0%) 429.0K +20.0K (+4.9%) 0.04% +0.000 pp 0.00% +0.000 pp USD9.05 +1.4% 10 qtrs
70 JUMP FINANCIAL, LLC 46.5K +46.5K (+100.0%) 426.6K +426.6K (+100.0%) 0.04% +0.044 pp 0.01% +0.005 pp USD9.18 +0.0% 1 qtrs NEW
71 PFG INVESTMENTS, LLC 45.6K +28.4K (+164.4%) 418.9K +267.7K (+177.1%) 0.04% +0.027 pp 0.02% +0.012 pp USD9.24 -0.6% 8 qtrs
72 Y-INTERCEPT (HONG KONG) LTD 44.8K +44.8K (+100.0%) 411.4K +411.4K (+100.0%) 0.04% +0.043 pp 0.01% +0.009 pp USD9.18 +0.0% 3 qtrs
73 MERCER GLOBAL ADVISORS INC /ADV 43.3K -2.7K (-5.8%) 397.2K -5.2K (-1.3%) 0.04% -0.003 pp 0.00% 0.000 pp USD9.20 -0.2% 4 qtrs
74 BISON WEALTH, LLC 46.9K +11.9K (+34.1%) 381.6K +66.6K (+21.1%) 0.04% +0.011 pp 0.04% +0.014 pp USD8.87 +3.5% 2 qtrs
75 ARETE WEALTH ADVISORS, LLC 40.9K +— (+0.0%) 376.0K +18.0K (+5.0%) 0.04% +0.000 pp 0.02% +0.001 pp USD9.01 +1.9% 16 qtrs
76 QUANTBOT TECHNOLOGIES LP 40.8K +40.8K (+100.0%) 374.9K +374.9K (+100.0%) 0.04% +0.039 pp 0.01% +0.013 pp USD9.18 +0.0% 3 qtrs
77 VERITION FUND MANAGEMENT LLC 38.6K -13.4K (-25.8%) 354.3K -101.6K (-22.3%) 0.04% -0.013 pp 0.00% -0.001 pp USD9.34 -1.7% 6 qtrs
78 SUNBELT SECURITIES, INC. 37.8K +30.0 (+0.1%) 347.0K +16.1K (+4.9%) 0.04% +0.000 pp 0.02% +0.000 pp USD10.24 -10.4% 16 qtrs
79 TOROSO INVESTMENTS, LLC 36.7K +36.7K (+100.0%) 337.1K +337.1K (+100.0%) 0.03% +0.035 pp 0.00% +0.001 pp USD9.18 +0.0% 1 qtrs NEW
80 PRICE T ROWE ASSOCIATES INC /MD/ 36.3K +19.0 (+0.1%) 334.0K +16.0K (+5.0%) 0.03% +0.000 pp 0.00% +0.000 pp USD8.76 +4.8% 30 qtrs
81 CAMPBELL & CO INVESTMENT ADVISER LLC 36.4K -19.1K (-34.5%) 333.8K -152.1K (-31.3%) 0.03% -0.018 pp 0.02% -0.021 pp USD9.27 -1.0% 4 qtrs
82 CAXTON ASSOCIATES LLP 36.0K +— (+0.0%) 330.1K +15.1K (+4.8%) 0.03% +0.000 pp 0.01% -0.001 pp USD9.25 -0.8% 4 qtrs
83 RESOURCES INVESTMENT ADVISORS, LLC. 35.7K -79.0 (-0.2%) 327.8K +14.3K (+4.6%) 0.03% 0.000 pp 0.00% +0.000 pp USD9.24 -0.6% 5 qtrs
84 MASSAR CAPITAL MANAGEMENT, LP 35.6K +35.6K (+100.0%) 327.2K +327.2K (+100.0%) 0.03% +0.034 pp 0.04% +0.035 pp USD9.18 +0.0% 1 qtrs NEW
85 PENSIONMARK FINANCIAL GROUP, LLC 34.5K +34.5K (+100.0%) 317.0K +317.0K (+100.0%) 0.03% +0.033 pp 0.01% +0.005 pp USD9.18 +0.0% 1 qtrs NEW
86 XTX TOPCO LTD 33.1K +33.1K (+100.0%) 303.7K +303.7K (+100.0%) 0.03% +0.032 pp 0.01% +0.008 pp USD9.18 +0.0% 1 qtrs NEW
87 STIFEL FINANCIAL CORP 32.5K -9.5K (-22.6%) 298.2K -69.4K (-18.9%) 0.03% -0.009 pp 0.00% 0.000 pp USD9.40 -2.3% 30 qtrs
88 WESTERN WEALTH MANAGEMENT, LLC 32.3K -50.0 (-0.2%) 296.1K +13.1K (+4.6%) 0.03% +0.000 pp 0.01% -0.001 pp USD9.39 -2.2% 16 qtrs
89 WAVERLY ADVISORS, LLC 32.1K -10.0K (-23.8%) 294.7K -74.2K (-20.1%) 0.03% -0.010 pp 0.00% -0.001 pp USD9.25 -0.8% 8 qtrs
90 RMB CAPITAL MANAGEMENT, LLC 31.8K +21.0 (+0.1%) 291.9K +13.5K (+4.9%) 0.03% +0.000 pp 0.01% +0.000 pp USD9.20 -0.2% 21 qtrs
91 AUSDAL FINANCIAL PARTNERS, INC. 30.6K +583.0 (+1.9%) 280.7K +18.0K (+6.8%) 0.03% +0.001 pp 0.01% +0.000 pp USD10.00 -8.2% 16 qtrs
92 SIGMA PLANNING CORP 30.3K +1.8K (+6.2%) 278.2K +28.2K (+11.3%) 0.03% +0.002 pp 0.01% +0.001 pp USD9.40 -2.3% 14 qtrs
93 ROYAL BANK OF CANADA 30.3K +5.4K (+21.6%) 278.0K +60.0K (+27.5%) 0.03% +0.005 pp 0.00% +0.000 pp USD9.45 -2.9% 30 qtrs
94 ARKADIOS WEALTH ADVISORS 30.0K +2.9K (+10.7%) 275.6K +38.0K (+16.0%) 0.03% +0.003 pp 0.01% 0.000 pp USD9.73 -5.7% 16 qtrs
95 EAGLE GLOBAL ADVISORS LLC 29.7K -4.6K (-13.3%) 273.1K -27.4K (-9.1%) 0.03% -0.004 pp 0.01% -0.001 pp USD9.13 +0.5% 15 qtrs
96 KOSHINSKI ASSET MANAGEMENT, INC. 29.4K -12.0K (-28.9%) 270.2K -92.7K (-25.5%) 0.03% -0.011 pp 0.02% -0.008 pp USD9.62 -4.6% 20 qtrs
97 ESSEX FINANCIAL SERVICES, INC. 28.7K +2.3K (+8.8%) 263.2K +32.4K (+14.0%) 0.03% +0.002 pp 0.02% +0.001 pp USD9.74 -5.7% 6 qtrs
Ownership breakdown by holder

Insider Activity

Insider Activity — Latest Quarter
Ratio by transactions
1.00
Neutral
Ratio by volume
1.19
Neutral
Buys
1
Sells
1
Shares acquired
6.8K
Shares disposed
5.7K
Cash buys
1.00
Cash sales
1.00
Net activity
+1,090
Insider buys vs sells (history) From To
Recent insider transactions From To
Date Person Role Transaction A/D Security Shares Price Value Owned after D/I Filing
2026-01-01 McDonnell Thomas Officer Common Stock ("Shares") 0 0.00 16,000 D
2025-12-09 BYERS STEPHEN R Director P-Purchase A Common Stock ("Shares") 6,761 8.97 60.6K 70,243 D
2025-11-06 Verwholt Daniel Officer 0 0.00 0
2025-06-06 Murray Elizabeth A. Officer P-Purchase A Common Stock ("Shares") 3,400 8.84 30.1K 25,387 D
2025-06-06 BYERS STEPHEN R Director P-Purchase A Common Stock ("Shares") 8,700 8.89 77.3K 59,734 D
2025-05-19 Lloyd Eric J Director / Officer P-Purchase A Common Stock ("Shares") 27,275 9.13 249.0K 66,469 D
2025-05-19 Freund Matthew Officer P-Purchase A Common Stock ("Shares") 22 9.07 199.54 20,002 D
2025-05-08 Epperson Rosa Officer 0 0.00 0
2025-01-01 LaPiana Paul 0 0.00 0
2025-01-01 FORTIN MARY JANE 0 0.00 0
2024-12-13 BYERS STEPHEN R Director P-Purchase A Common Stock ("Shares") 8,485 9.73 82.6K 50,001 D
2024-12-12 O'Connor Michael James Other S-Sale D Common Stock ("Shares") 29,424 9.70 285.4K 0 D
2024-12-11 Murray Elizabeth A. Officer P-Purchase A Common Stock ("Shares") 2,000 9.70 19.4K 20,805 D
2024-12-11 Freund Matthew Officer P-Purchase A Common Stock ("Shares") 1,000 9.72 9.7K 15,971 D
2024-12-11 BYERS STEPHEN R Director P-Purchase A Common Stock ("Shares") 1,063 9.89 10.5K 41,516 D
2024-11-15 BYERS STEPHEN R Director P-Purchase A Common Stock ("Shares") 13,565 9.95 135.0K 40,453 D
2024-11-08 BYERS STEPHEN R Director P-Purchase A Common Stock ("Shares") 1,350 9.63 13.0K 26,888 D
2024-09-01 Branca Itzbell Officer 0 0.00 0
2024-05-09 Freno Michael Officer P-Purchase A Common Stock ("Shares") 27,500 9.73 267.5K 71,145
2024-03-08 Freund Matthew Officer D Common Stock ("Shares") 0 0.00 12,130
2024-02-28 BYERS STEPHEN R Director P-Purchase A Common Stock ("Shares") 570 9.70 5.5K 21,647
2023-11-09 DESIENO MICHAEL Officer 0 0.00 0
2023-07-18 BYERS STEPHEN R Director P-Purchase A Common Stock ("Shares") 400 8.03 3.2K 21,077
2023-05-16 O'Connor Michael James P-Purchase A Common Stock ("Shares") 25,000 7.43 185.7K 25,000
2023-05-11 Murray Elizabeth A. Officer P-Purchase A Common Stock ("Shares") 2,500 7.23 18.1K 15,907
2023-05-11 Merritt Sears P-Purchase A Common Stock ("Shares") 1,358 7.36 10.0K 1,358
2023-05-09 PERLEY ALBERT Officer P-Purchase A Common Stock ("Shares") 100 7.21 720.50 2,000
2023-05-09 Freno Michael P-Purchase A Common Stock ("Shares") 14,000 7.20 100.9K 27,287
2023-05-08 CHILLAG JEFFREY Director / Officer P-Purchase A Common Stock ("Shares") 3,500 7.23 25.3K 8,374
2023-05-02 PARTLAN ERIC 0 0.00 0
2023-04-10 Craddock Geoff P-Purchase A Common Stock ("Shares") 10,000 7.67 76.7K 30,000
2023-03-09 Okel Thomas Director P-Purchase A Common Stock ("Shares") 600 8.04 4.8K 20,037
2023-02-23 STEINNERD ASHLEE Officer 0 0.00 0
2023-02-23 MacCordy Gregory Wayne 0 0.00 0
2023-01-25 BYERS STEPHEN R Director P-Purchase A Common Stock ("Shares") 466 8.55 4.0K 20,019
2022-06-17 BYERS STEPHEN R Director P-Purchase A Common Stock ("Shares") 236 9.27 2.2K 18,121
2022-06-03 BYERS STEPHEN R Director P-Purchase A Common Stock ("Shares") 1,850 10.38 19.2K 17,885
2022-05-09 BYERS STEPHEN R Director P-Purchase A Common Stock ("Shares") 235 10.22 2.4K 16,035
2022-03-15 CHILLAG JEFFREY Director / Officer J-Other A Common Stock ("Shares") 1,118 10.16 11.4K 4,874
2022-02-25 Lancaster-Beal Valerie Director 0 0.00 0
2022-02-25 BYERS STEPHEN R Director 0 0.00 0
2021-12-01 MIHALICK DAVID Director P-Purchase A Common Stock ("Shares") 5,000 10.80 54.0K 20,000
2021-11-29 McDonnell Thomas Officer P-Purchase A Common Stock ("Shares") 5,000 10.85 54.2K 13,000
2021-11-09 PERLEY ALBERT Officer 0 0.00 0
2021-11-09 CHILLAG JEFFREY Director / Officer D Common Stock ("Shares") 0 0.00 2,359
2021-09-28 Okel Thomas Director P-Purchase A Common Stock ("Shares") 401 11.03 4.4K 10,037
2021-08-10 CRANDALL ROGER W P-Purchase A Common Stock ("Shares") 3,000 10.95 32.9K 18,250
2021-08-05 Harris Bernard Director 0 0.00 0
2021-06-09 McDonnell Thomas Officer P-Purchase A Common Stock ("Shares") 3,000 10.53 31.6K 8,000
2021-05-11 McDonnell Thomas Officer P-Purchase A Common Stock ("Shares") 2,000 10.39 20.8K 5,000
2021-03-30 McDonnell Thomas Officer P-Purchase A Common Stock ("Shares") 2,000 9.95 19.9K 3,000
2021-03-26 McDonnell Thomas Officer P-Purchase A Common Stock ("Shares") 1,000 9.90 9.9K 1,000
2020-12-23 KNAPP ROBERT C Director D Common Stock ("Shares") 0 0.00 361,034
2020-12-21 Switzer John Director P-Purchase A Common Stock ("Shares") 1,000 9.11 9.1K 6,000
2020-12-07 MIHALICK DAVID Director P-Purchase A Common Stock ("Shares") 7,859 8.97 70.5K 15,000
2020-12-04 MIHALICK DAVID Director P-Purchase A Common Stock ("Shares") 7,141 9.04 64.5K 7,141
2020-12-01 MIHALICK DAVID Director 0 0.00 0
2020-11-09 HIGH BRYAN Officer 0 0.00 0
2020-05-26 Craddock Geoff P-Purchase A Common Stock ("Shares") 4,000 7.24 29.0K 20,000
2020-05-14 CRANDALL ROGER W P-Purchase A Common Shares 1,000 6.44 6.4K 15,250
2020-05-13 CRANDALL ROGER W P-Purchase A Common Shares 1,000 6.61 6.6K 13,250
2020-05-12 CRANDALL ROGER W P-Purchase A Common Shares 2,000 6.68 13.4K 11,250
2020-05-08 CRANDALL ROGER W P-Purchase A Common Shares 1,000 6.74 6.7K 5,050
2020-05-06 CRANDALL ROGER W P-Purchase A Common Stock ("Shares") 500 6.76 3.4K 1,500
2020-05-05 Finke Thomas M Director P-Purchase A Common Stock ("Shares") 15,000 7.00 105.0K 25,000
2020-05-04 Dinerman Jill Director / Officer S-Sale D Common Stock ("Shares") 500 6.84 3.4K 0
2020-03-13 Freno Michael Director P-Purchase A Common Stock ("Shares") 2,750 8.13 22.4K 13,287
2020-03-12 Lloyd Eric J Director / Officer P-Purchase A Common Stock ("Shares") 14,000 8.22 115.1K 29,448
2020-03-12 Cary Christopher Officer P-Purchase A Common Stock ("Shares") 100 8.00 799.65 6,900
2020-03-12 Bock Jonathan Officer P-Purchase A Common Stock ("Shares") 5,875 8.32 48.9K 22,075
2020-03-04 O'Connor Michael James 0 0.00 0
2020-03-04 Merritt Sears 0 0.00 0
2020-03-04 Cicco Susan 0 0.00 0
2020-02-26 Moses Thomas Officer D Common Stock ("Shares") 0 0.00 20,371
2020-02-26 Cowart Michael Officer 0 0.00 0
2020-01-21 Nitzan Andrea 0 0.00 0
2019-11-20 Finke Thomas F Director P-Purchase A Common Stock ("Shares") 8,000 10.30 82.4K 10,000
2019-08-28 Switzer John Director P-Purchase A Common Stock ("Shares") 3,000 9.88 29.6K 5,000
2019-04-26 McDonnell Thomas Officer 0 0.00 0
2019-03-29 Landsberg Jonathan Director / Officer P-Purchase A Common Stock ("Shares") 200 9.92 2.0K 6,236
2019-03-06 Craddock Geoff P-Purchase A Common Stock ("Shares") 100 9.83 983.00 10,000
2019-02-25 Murray Elizabeth A. Director / Officer D Common Stock ("Shares") 0 0.00 12,034
2019-02-25 Dinerman Jill Director / Officer D Common Stock ("Shares") 0 0.00 500
2019-02-11 BARINGS LLC 10% Owner P-Purchase A Common Stock ("Shares") 1 9.71 9.71 13,639,681
2019-02-08 BARINGS LLC 10% Owner P-Purchase A Common Stock ("Shares") 30,441 9.68 294.7K 13,639,680
2019-02-07 BARINGS LLC 10% Owner P-Purchase A Common Stock ("Shares") 30,500 9.70 295.9K 13,609,239
2019-02-06 BARINGS LLC 10% Owner P-Purchase A Common Stock ("Shares") 29,330 9.81 287.8K 13,578,739
2019-02-05 BARINGS LLC 10% Owner P-Purchase A Common Stock ("Shares") 35,700 9.85 351.7K 13,549,409
2019-02-04 BARINGS LLC 10% Owner P-Purchase A Common Stock ("Shares") 21,661 9.87 213.8K 13,513,709
2019-02-01 BARINGS LLC 10% Owner P-Purchase A Common Stock ("Shares") 29,774 9.87 293.8K 13,492,048
2019-01-31 BARINGS LLC 10% Owner P-Purchase A Common Stock ("Shares") 23,505 9.88 232.3K 13,462,274
2019-01-30 BARINGS LLC 10% Owner 0 0.00 0
2019-01-29 BARINGS LLC 10% Owner P-Purchase A Common Stock ("Shares") 41,300 9.80 404.6K 13,397,469
2019-01-28 BARINGS LLC 10% Owner P-Purchase A Common Stock ("Shares") 25,000 9.73 243.3K 13,356,169
2019-01-25 BARINGS LLC 10% Owner P-Purchase A Common Stock ("Shares") 34,600 9.74 337.0K 13,331,169
2019-01-24 BARINGS LLC 10% Owner P-Purchase A Common Stock ("Shares") 14,700 9.73 143.0K 13,296,569
2019-01-23 BARINGS LLC 10% Owner P-Purchase A Common Stock ("Shares") 30,000 9.60 288.0K 13,281,869
2019-01-22 BARINGS LLC 10% Owner P-Purchase A Common Stock ("Shares") 47,400 9.60 455.1K 13,251,869
2019-01-18 BARINGS LLC 10% Owner P-Purchase A Common Stock ("Shares") 48,200 9.61 463.4K 13,204,469
2019-01-17 BARINGS LLC 10% Owner P-Purchase A Common Stock ("Shares") 55,600 9.68 538.3K 13,156,269
2019-01-16 BARINGS LLC 10% Owner P-Purchase A Common Stock ("Shares") 24,800 9.69 240.4K 13,100,669
2019-01-15 BARINGS LLC 10% Owner P-Purchase A Common Stock ("Shares") 12,700 9.65 122.6K 13,075,869
2019-01-14 BARINGS LLC 10% Owner P-Purchase A Common Stock ("Shares") 52,350 9.71 508.1K 13,063,169
2019-01-11 BARINGS LLC 10% Owner P-Purchase A Common Stock ("Shares") 24,326 9.70 235.9K 13,010,819
2019-01-10 BARINGS LLC 10% Owner P-Purchase A Common Stock ("Shares") 42,900 9.65 414.2K 12,986,493
2019-01-09 BARINGS LLC 10% Owner P-Purchase A Common Stock ("Shares") 50,990 9.61 490.0K 12,943,593
2019-01-08 BARINGS LLC 10% Owner P-Purchase A Common Stock ("Shares") 53,800 9.73 523.5K 12,892,603
2019-01-07 BARINGS LLC 10% Owner P-Purchase A Common Stock ("Shares") 73,000 9.77 713.2K 12,838,803
2019-01-04 BARINGS LLC 10% Owner P-Purchase A Common Stock ("Shares") 73,400 9.47 694.9K 12,765,803
2019-01-03 BARINGS LLC 10% Owner P-Purchase A Common Stock ("Shares") 43,315 9.32 403.6K 12,692,403
2019-01-02 BARINGS LLC 10% Owner P-Purchase A Common Stock ("Shares") 48,461 9.21 446.2K 12,649,088
2018-12-31 BARINGS LLC 10% Owner P-Purchase A Common Stock ("Shares") 73,400 9.03 663.2K 12,600,627
2018-12-28 BARINGS LLC 10% Owner P-Purchase A Common Stock ("Shares") 78,100 9.09 709.7K 12,527,227
2018-12-27 BARINGS LLC 10% Owner P-Purchase A Common Stock ("Shares") 78,100 8.92 697.0K 12,449,127
2018-12-26 BARINGS LLC 10% Owner P-Purchase A Common Stock ("Shares") 63,700 8.96 570.7K 12,371,027
2018-12-24 BARINGS LLC 10% Owner P-Purchase A Common Stock ("Shares") 48,600 8.85 430.2K 12,307,327
2018-12-21 BARINGS LLC 10% Owner P-Purchase A Common Stock ("Shares") 68,600 8.94 613.0K 12,258,727
2018-12-20 Okel Thomas Director P-Purchase A Common Stock ("Shares") 5,500 9.00 49.5K 5,500
2018-12-20 Knox C. Robert Jr. Officer P-Purchase A Common Stock ("Shares") 6,000 8.84 53.0K 84,282
2018-12-20 BARINGS LLC 10% Owner P-Purchase A Common Stock ("Shares") 68,600 9.01 617.9K 12,190,127
2018-12-19 Bock Jonathan Officer P-Purchase A Common Stock ("Shares") 16,200 9.16 148.4K 16,200
2018-12-19 BARINGS LLC 10% Owner P-Purchase A Common Stock ("Shares") 68,600 9.16 628.5K 12,121,527
2018-12-18 BARINGS LLC 10% Owner P-Purchase A Common Stock ("Shares") 68,600 9.32 639.5K 12,052,927
2018-12-17 BARINGS LLC 10% Owner P-Purchase A Common Stock ("Shares") 68,600 9.47 649.6K 11,984,327
2018-12-14 BARINGS LLC 10% Owner P-Purchase A Common Stock ("Shares") 69,400 9.62 667.7K 11,915,727
2018-12-13 BARINGS LLC 10% Owner P-Purchase A Common Stock ("Shares") 69,400 9.74 676.0K 11,846,327
2018-12-12 BARINGS LLC 10% Owner P-Purchase A Common Stock ("Shares") 52,395 9.90 518.5K 11,776,927
2018-12-11 BARINGS LLC 10% Owner P-Purchase A Common Stock ("Shares") 69,400 9.91 687.6K 11,724,532
2018-12-10 Finke Thomas F Director P-Purchase A Common Stock ("Shares") 2,000 9.92 19.8K 2,000
2018-12-10 BARINGS LLC 10% Owner P-Purchase A Common Stock ("Shares") 57,905 9.91 573.7K 11,655,132
2018-12-07 BARINGS LLC 10% Owner P-Purchase A Common Stock ("Shares") 53,400 9.98 532.9K 11,597,227
2018-12-06 BARINGS LLC 10% Owner P-Purchase A Common Stock ("Shares") 63,209 9.93 627.4K 11,543,827
2018-12-04 BARINGS LLC 10% Owner P-Purchase A Common Stock ("Shares") 73,400 10.01 734.5K 11,480,618
2018-12-03 BARINGS LLC 10% Owner P-Purchase A Common Stock ("Shares") 45,534 10.03 456.9K 11,407,218
2018-11-30 BARINGS LLC 10% Owner P-Purchase A Common Stock ("Shares") 72,700 10.03 729.2K 11,361,684
2018-11-29 BARINGS LLC 10% Owner P-Purchase A Common Stock ("Shares") 72,700 10.05 730.6K 11,288,984
2018-11-28 BARINGS LLC 10% Owner P-Purchase A Common Stock ("Shares") 72,700 9.99 726.4K 11,216,284
2018-11-27 BARINGS LLC 10% Owner P-Purchase A Common Stock ("Shares") 48,012 9.93 476.6K 11,143,584
2018-11-26 BARINGS LLC 10% Owner P-Purchase A Common Stock ("Shares") 72,700 9.94 722.6K 11,095,572
2018-11-23 BARINGS LLC 10% Owner P-Purchase A Common Stock ("Shares") 12,000 9.96 119.6K 11,022,872
2018-11-21 BARINGS LLC 10% Owner P-Purchase A Common Stock ("Shares") 69,000 9.91 684.0K 11,010,872
2018-11-20 Craddock Geoff P-Purchase A Common Stock ("Shares") 5,000 10.03 50.2K 5,000
2018-11-20 BARINGS LLC 10% Owner P-Purchase A Common Stock ("Shares") 69,000 10.01 691.0K 10,941,872
2018-11-19 BARINGS LLC 10% Owner P-Purchase A Common Stock ("Shares") 69,000 10.08 695.5K 10,872,872
2018-11-16 BARINGS LLC 10% Owner P-Purchase A Common Stock ("Shares") 65,600 10.04 658.7K 10,803,872
2018-11-15 Landsberg Jonathan Director D Common Stock ("Shares") 0 0.00 3,138
2018-11-15 BARINGS LLC 10% Owner P-Purchase A Common Stock ("Shares") 65,600 10.06 659.8K 10,738,272
2018-11-14 Knox C. Robert Jr. Officer P-Purchase A Common Stock ("Shares") 2,381 10.15 24.2K 78,282
2018-11-14 BARINGS LLC 10% Owner J-Other A Common Stock ("Shares") 45,650 10.12 461.9K 10,672,672
2018-11-13 BARINGS LLC 10% Owner P-Purchase A Common Stock ("Shares") 49,600 10.13 502.5K 10,627,022
2018-11-12 BARINGS LLC 10% Owner P-Purchase A Common Stock ("Shares") 45,180 10.22 461.6K 10,577,422
2018-11-09 BARINGS LLC 10% Owner P-Purchase A Common Stock ("Shares") 33,400 10.10 337.3K 10,532,242
2018-11-08 BARINGS LLC 10% Owner P-Purchase A Common Stock ("Shares") 41,700 10.11 421.6K 10,498,842
2018-11-07 BARINGS LLC 10% Owner P-Purchase A Common Stock ("Shares") 41,600 10.11 420.4K 10,457,142
2018-11-06 BARINGS LLC 10% Owner P-Purchase A Common Stock ("Shares") 45,400 10.08 457.4K 10,390,080
2018-11-05 BARINGS LLC 10% Owner P-Purchase A Common Stock ("Shares") 25,500 10.01 255.3K 10,344,680
2018-11-02 BARINGS LLC 10% Owner P-Purchase A Common Stock ("Shares") 48,200 10.05 484.2K 10,319,180
2018-11-01 BARINGS LLC 10% Owner P-Purchase A Common Stock ("Shares") 48,100 10.12 486.9K 10,270,980
2018-10-31 BARINGS LLC 10% Owner P-Purchase A Common Stock ("Shares") 49,200 10.08 496.1K 10,222,880
2018-10-30 BARINGS LLC 10% Owner P-Purchase A Common Stock ("Shares") 44,200 10.00 442.0K 10,173,680
2018-10-29 BARINGS LLC 10% Owner P-Purchase A Common Stock ("Shares") 49,200 10.01 492.3K 10,129,480
2018-10-26 BARINGS LLC 10% Owner P-Purchase A Common Stock ("Shares") 49,969 10.00 499.5K 10,080,280
2018-10-25 BARINGS LLC 10% Owner P-Purchase A Common Stock ("Shares") 55,400 10.04 556.3K 10,030,311
2018-10-24 BARINGS LLC 10% Owner P-Purchase A Common Stock ("Shares") 47,528 10.03 476.6K 9,974,911
2018-10-23 BARINGS LLC 10% Owner P-Purchase A Common Stock ("Shares") 35,000 10.04 351.4K 9,927,383
2018-10-22 BARINGS LLC 10% Owner P-Purchase A Common Stock ("Shares") 41,110 10.06 413.7K 9,892,383
2018-10-19 BARINGS LLC 10% Owner P-Purchase A Common Stock ("Shares") 49,700 10.78 536.0K 9,851,273
2018-10-18 BARINGS LLC 10% Owner P-Purchase A Common Stock ("Shares") 56,042 15.06 844.0K 9,801,573
2018-10-17 BARINGS LLC 10% Owner P-Purchase A Common Stock ("Shares") 49,023 10.10 495.1K 9,745,531
2018-10-16 BARINGS LLC 10% Owner P-Purchase A Common Stock ("Shares") 38,200 10.13 387.0K 9,696,508
2018-10-15 BARINGS LLC 10% Owner P-Purchase A Common Stock ("Shares") 66,700 10.13 675.5K 9,658,308
2018-10-12 BARINGS LLC 10% Owner P-Purchase A Common Stock ("Shares") 71,700 10.09 723.4K 9,591,608
2018-10-11 BARINGS LLC 10% Owner P-Purchase A Common Stock ("Shares") 71,700 10.03 719.5K 9,519,908
2018-10-10 BARINGS LLC 10% Owner P-Purchase A Common Stock ("Shares") 71,700 10.12 725.3K 9,448,208
2018-10-09 BARINGS LLC 10% Owner P-Purchase A Common Stock ("Shares") 61,027 10.18 621.1K 9,376,508
2018-10-08 BARINGS LLC 10% Owner P-Purchase A Common Stock ("Shares") 61,900 10.17 629.8K 9,315,481
2018-10-05 BARINGS LLC 10% Owner P-Purchase A Common Stock ("Shares") 79,200 10.18 805.9K 9,253,581
2018-10-04 Thompson Paul John P-Purchase A Common Stock ("Shares") 1,500 10.19 15.3K 10,300
2018-10-04 BARINGS LLC 10% Owner P-Purchase A Common Stock ("Shares") 79,200 10.18 806.5K 9,174,381
2018-10-03 BARINGS LLC 10% Owner P-Purchase A Common Stock ("Shares") 79,200 10.20 807.8K 9,095,181
2018-10-02 Lloyd Eric J Director / Officer P-Purchase A Common Stock ("Shares") 14,500 10.07 146.1K 14,500
2018-10-02 BARINGS LLC 10% Owner P-Purchase A Common Stock ("Shares") 79,200 10.08 798.5K 9,015,981
2018-10-01 BARINGS LLC 10% Owner P-Purchase A Common Stock ("Shares") 79,200 10.08 798.3K 8,936,781
2018-09-28 Freno Michael Director P-Purchase A Common Stock ("Shares") 10,000 10.01 100.1K 10,000
2018-09-28 Cary Christopher Officer P-Purchase A Common Stock ("Shares") 600 10.01 6.0K 6,000
2018-09-28 BARINGS LLC 10% Owner P-Purchase A Common Stock ("Shares") 75,079 10.02 752.0K 8,857,581
2018-09-27 Switzer John Director P-Purchase A Common Stock ("Shares") 2,000 10.02 20.0K 2,000
2018-09-27 BARINGS LLC 10% Owner P-Purchase A Common Stock ("Shares") 77,500 10.02 776.7K 8,782,502
2018-09-26 BARINGS LLC 10% Owner P-Purchase A Common Stock ("Shares") 77,500 10.05 779.1K 8,705,002
2018-09-25 BARINGS LLC 10% Owner P-Purchase A Common Stock ("Shares") 77,500 10.10 783.0K 8,627,502
2018-09-24 BARINGS LLC 10% Owner P-Purchase A Common Stock ("Shares") 20,085 10.10 202.9K 8,550,002
2018-08-02 Ward Chicares Elizabeth 0 0.00 0
2018-08-02 Thompson Paul John 0 0.00 0
2018-08-02 Switzer John Director 0 0.00 0
2018-08-02 Olmstead Jill Director D Common Stock ("Shares") 0 0.00 4,000
2018-08-02 Okel Thomas Director 0 0.00 0
2018-08-02 Lloyd Eric J Director / Officer 0 0.00 0
2018-08-02 LaGrant Melissa Marie Officer 0 0.00 0
2018-08-02 Knox C. Robert Jr. Officer D Common Stock ("Shares") 0 0.00 68,275
2018-08-02 Hoefling Patrick 0 0.00 0

Executive team

Top executives
EBIT / Employee
95.44M
Shares Outstanding
104.71M

Executive compensation

Executive compensation (annual)
# Year Executive Salary Bonus Stock award Option award Incentive Other Total % Stock-
based
Filing
1 2000 Garland S. Tucker, III Brent P.W. Burgess Steven C. Lilly
2 2000 Garland S. Tucker, III Brent P. W. Burgess Steven C. Lilly
CEO compensation breakdown

No CEO compensation history available.

Proxy statements

Proxy statements (DEF 14A)
Filing date Form type Filing
2026-03-16 DEFA14A
2026-03-10 DEF 14A
2025-04-09 DEFA14A
2025-03-11 DEF 14A
2025-02-27 PRE 14A
2024-05-17 DEFA14A
2024-04-15 DEFA14A
2024-03-19 DEF 14A
2024-02-23 PRE 14A

Recent SEC filings

Recent SEC filings
Filing date Form type Filing
2026-05-07 8-K
2026-05-07 10-Q
2026-03-16 DEFA14A
2026-03-10 DEF 14A
2026-02-19 8-K
2026-02-19 10-K
2026-01-05 3
2025-12-15 40-APP/A
2025-12-10 4
2025-12-03 40-APP/A

Executive team

NameTitleCompensationGender
Albert Perley Treasurer male
Alexandra Pacini Secretary female
Ashlee Steinnerd Chief Legal Officer female
Elizabeth A. Murray Chief Financial Officer, Chief Operating Officer & Principal Accounting Officer female
Eric J. Lloyd Executive Chairman of the Board male
Itzbell Branca Chief Compliance Officer female
James Salmon Head of European Real Estate Asset Management
Joseph Bernard Mazzoli Head of Investor Relations & Client Development male
Matthew Freund President & Head of North America Private Credit Portfolio Management male
Rosa Epperson Chief Accounting Officer female
Thomas McDonnell Chief Executive Officer male
ESG Rating
B
FINANCIAL - CREDIT SERVICES
2026
E (Environmental)
63.8 / 60.0
Company / Sector avg.
S (Social)
75.0 / 63.1
Company / Sector avg.
G (Governance)
72.4 / 59.1
Company / Sector avg.
ESG Total
70.4 / 60.7
Company / Sector avg.
ESG Score History FINANCIAL - CREDIT SERVICES
Benchmark vs Sector
Senate Trading Activity

No Senate trading activity found for this company.

House Trading Activity

No House trading activity found for this company.

Market share among peers
Peer comparison — filtered group (TTM)
Your opinion

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Dividend yield history

Dividend history

Earnings history

Earnings reports

Stock splits