MidCap Financial Investment Corporation (MFIC)
New York City, NY, US
MidCap Financial Investment Corporation (MFIC) operates as an externally managed, non-diversified, closed-end investment fund, registered as a business development company (BDC) under the Investment Company Act of 1940. The firm specializes in providing private equity and debt capital to private middle-market companies, supporting initiatives such as leveraged buyouts, corporate acquisitions, recapitalizations, growth capital, and refinancing. MFIC offers a comprehensive range of financing instruments, including direct equity investments, preferred and common equity, warrants, and equity co-investments. Its debt solutions encompass mezzanine, first-lien secured, stretch senior, unitranche, second-lien secured, senior secured, unsecured, and subordinated loans. Beyond these core offerings, the fund also participates in Private Investments in Public Equity (PIPEs), acquires assets in the secondary market, and invests in structured products. While primarily focused on private ventures, MFIC may also allocate capital to thinly traded public company securities, cash equivalents, U.S. government debt, short-term high-quality debt, high-yield and distressed debt, and international investments, alongside collateralized loan obligations (CLOs) and credit-linked notes (CLNs). The company's investment focus is primarily within the United States, targeting a broad spectrum of industries. These include construction and building materials, diverse business services, manufacturing (plastics, rubber, chemicals, aerospace & defense), advertising, capital equipment, education, various technology sectors (cable television, telecommunications, high tech, automation), consumer goods and services (durable and non-durable products, retail, hospitality, food & beverage), energy (oil & gas, electricity, utilities), financial services, healthcare and pharmaceuticals, media (diversified, production, printing, publishing), wholesale, environmental services, and transportation (aviation, cargo, distribution). MFIC typically commits between $20 million and $250 million to each portfolio company, with investments generally structured to mature within five to ten years.
Based on only 1 article — low confidence
No mergers or acquisitions recorded for this company.
| Indicator | 1D | 1W | 2W | 3W | 1M |
|---|
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
| 1D | 5D | 1M | 3M | 6M | YTD | 1Y | 3Y | 5Y | 10Y | Max |
|---|---|---|---|---|---|---|---|---|---|---|
| +0.45% | -6.30% | -5.35% | +0.36% | -6.38% | -2.53% | -12.75% | -2.36% | -21.70% | -34.22% | -75.22% |
Revenue flow
Revenue by geography
Revenue by segment
Revenue composition
By product
By geography
Income Statement
Balance Sheet
Cash Flow Statement
Key Metrics
Financial Ratios
Employees
Financial Growth (CAGR)
Market Data
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.
| Rating | 2026-05 | Change |
|---|---|---|
| Strong Buy | 1 | 0 |
| Buy | 1 | 0 |
| Hold | 5 | 0 |
| Sell | 0 | 0 |
| Strong Sell | 1 | 0 |
| Period | # Analysts | Avg Target |
|---|---|---|
| Last Month | — | — |
| Last Quarter | — | — |
| Last Year | 2 |
12.25
+22.9%
|
| All Time | 3 |
13.50
+35.4%
|
-
Revenue growth Asset Management: +17.4%+21.3% ★ Q1'26: +1.8% (vs Q1'25)
-
EPS growth Asset Management: +22.7%-46.5% Q1'26: -193.8% (vs Q1'25)
-
FCF margin FCF growth · Asset Management: +27.7%+63.3% Q1'26: +267.3% (vs Q1'25)
-
EBIT margin Asset Management: +50.6%+69.3% ★ Q1'26: +2.5% (vs Q1'25)
-
ROIC Asset Management: +6.5%+5.9% Q1'26: +0.2% (vs Q1'25)
-
Share dilution Asset Management: +0.0%+19.6% Q1'26: -4.4% (vs Q1'25)
-
Debt / EBITDA Net debt/EBITDA · Asset Management: -0.03×10.49× Q1'26: 290.79× (vs Q1'25)
* 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.
| Metric |
Dec 2014 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 2022 actual |
Dec 2023 actual |
Dec 2024 actual |
Dec 2025 actual |
Dec 2026 4 Rev. Ana. 6 EPS Ana. |
Dec 2027 4 Rev. Ana. 6 EPS Ana. |
Dec 2028 1 Rev. Ana. 1 EPS Ana. |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue |
272.59M
est: 439.40M (-38.0%)
|
74.97M
est: 385.87M (-80.6%)
|
179.76M
est: 282.44M (-36.4%)
|
17.51M
est: 262.10M (-93.3%)
|
89.03M
est: 259.85M (-65.7%)
|
84.03M
est: 273.84M (-69.3%)
|
-22.39M
est: 219.58M (-110.2%)
|
182.15M
est: 212.59M (-14.3%)
|
151.74M
est: 237.84M (-36.2%)
|
141.46M
est: 237.84M (-40.5%)
|
237.35M
est: 277.08M (-14.3%)
|
226.31M
est: 306.14M (-26.1%)
|
274.39M
est: 321.59M (-14.7%)
|
285.85M
275.96M – 295.73M
-11.1% YoY
|
269.21M
247.62M – 290.80M
-5.8% YoY
|
268.16M
268.16M – 268.16M
-0.4% YoY
|
| EBITDA |
339.51M
est: 248.43M (+36.7%)
|
154.75M
est: 218.17M (-29.1%)
|
36.32M
est: 159.69M (-77.3%)
|
78.14M
est: 148.19M (-47.3%)
|
140.07M
est: 146.92M (-4.7%)
|
130.27M
est: 154.83M (-15.9%)
|
-116.06M
est: 124.15M (-193.5%)
|
111.86M
est: 120.20M (-6.9%)
|
82.36M
est: 134.47M (-38.8%)
|
103.69M
est: 134.47M (-22.9%)
|
118.76M
est: 161.05M (-26.3%)
|
98.82M
est: 177.94M (-44.5%)
|
190.25M
est: 186.92M (+1.8%)
|
166.15M
160.40M – 171.89M
-11.1% YoY
|
156.48M
143.93M – 169.02M
-5.8% YoY
|
155.86M
155.86M – 155.86M
-0.4% YoY
|
| EBIT |
—
est: 248.29M (-100.0%)
|
—
est: 218.04M (-100.0%)
|
—
est: 159.60M (-100.0%)
|
78.14M
est: 148.11M (-47.2%)
|
140.07M
est: 146.84M (-4.6%)
|
130.27M
est: 154.74M (-15.8%)
|
-116.06M
est: 124.08M (-193.5%)
|
111.86M
est: 120.13M (-6.9%)
|
82.36M
est: 134.40M (-38.7%)
|
103.47M
est: 134.40M (-23.0%)
|
118.76M
est: 160.96M (-26.2%)
|
98.82M
est: 177.84M (-44.4%)
|
190.25M
est: 186.82M (+1.8%)
|
166.05M
160.31M – 171.79M
-11.1% YoY
|
156.39M
143.85M – 168.93M
-5.8% YoY
|
155.78M
155.78M – 155.78M
-0.4% YoY
|
| Net Income |
270.87M
est: 225.61M (+20.1%)
|
75.42M
est: 196.05M (-61.5%)
|
-44.53M
est: 154.86M (-128.8%)
|
18.37M
est: 144.81M (-87.3%)
|
87.03M
est: 139.67M (-37.7%)
|
71.95M
est: 157.92M (-54.4%)
|
-116.06M
est: 133.08M (-187.2%)
|
111.86M
est: 109.51M (+2.2%)
|
82.36M
est: 123.02M (-33.0%)
|
30.59M
est: 123.02M (-75.1%)
|
118.76M
est: 161.10M (-26.3%)
|
98.82M
est: 160.59M (-38.5%)
|
63.17M
est: 145.44M (-56.6%)
|
124.96M
119.85M – 130.07M
-14.1% YoY
|
121.52M
114.43M – 128.61M
-2.8% YoY
|
120.67M
109.84M – 131.51M
-0.7% YoY
|
| SGA |
13.86M
est: 26.70M (-48.1%)
|
15.39M
est: 23.45M (-34.4%)
|
15.19M
est: 17.16M (-11.5%)
|
20.71M
est: 15.93M (+30.0%)
|
16.51M
est: 15.79M (+4.6%)
|
18.15M
est: 16.64M (+9.1%)
|
16.33M
est: 13.34M (+22.4%)
|
15.26M
est: 12.92M (+18.1%)
|
14.94M
est: 14.45M (+3.4%)
|
55.68M
est: 14.45M (+285.2%)
|
15.97M
est: 34.01M (-53.0%)
|
12.30M
est: 37.57M (-67.3%)
|
6.3K
est: 39.47M (-100.0%)
|
35.08M
33.87M – 36.30M
-11.1% YoY
|
33.04M
30.39M – 35.69M
-5.8% YoY
|
32.91M
32.91M – 32.91M
-0.4% YoY
|
| EPS |
3.60
est: 2.89 (+24.4%)
|
0.96
est: 2.51 (-61.8%)
|
-0.57
est: 1.99 (-128.7%)
|
0.25
est: 1.86 (-86.5%)
|
1.19
est: 1.79 (-33.6%)
|
1.02
est: 2.03 (-49.6%)
|
-1.73
est: 1.71 (-201.3%)
|
1.71
est: 1.40 (+21.7%)
|
1.28
est: 1.58 (-18.9%)
|
0.47
est: 1.58 (-70.2%)
|
1.82
est: 1.75 (+4.1%)
|
1.27
est: 1.72 (-26.2%)
|
0.68
est: 1.50 (-54.7%)
|
1.35
1.29 – 1.39
-9.8% YoY
|
1.30
1.23 – 1.38
-4.2% YoY
|
1.30
1.18 – 1.41
+0.2% YoY
|
| Date | Rating | Overall | DCF | ROE | ROA | D/E | P/E | P/B |
|---|---|---|---|---|---|---|---|---|
| 2026-05-12 | B- | 2/5 | 5/5 | 2/5 | 2/5 | 1/5 | 1/5 | 3/5 |
| 2026-05-11 | B- | 2/5 | 5/5 | 2/5 | 2/5 | 1/5 | 1/5 | 3/5 |
| 2026-05-08 | C+ | 2/5 | 5/5 | 1/5 | 2/5 | 1/5 | 1/5 | 3/5 |
| 2026-05-07 | B- | 2/5 | 5/5 | 2/5 | 4/5 | 1/5 | 1/5 | 1/5 |
| 2026-05-06 | B- | 2/5 | 5/5 | 2/5 | 4/5 | 1/5 | 1/5 | 1/5 |
| 2026-05-05 | B+ | 3/5 | 5/5 | 2/5 | 5/5 | 1/5 | 2/5 | 4/5 |
| 2026-05-04 | B+ | 3/5 | 5/5 | 2/5 | 5/5 | 1/5 | 2/5 | 4/5 |
| 2026-05-01 | B+ | 3/5 | 5/5 | 2/5 | 5/5 | 1/5 | 2/5 | 4/5 |
| 2026-04-30 | B+ | 3/5 | 5/5 | 2/5 | 5/5 | 1/5 | 2/5 | 4/5 |
| 2026-04-29 | B+ | 3/5 | 5/5 | 2/5 | 5/5 | 1/5 | 2/5 | 4/5 |
| 2026-04-28 | B+ | 3/5 | 5/5 | 2/5 | 5/5 | 1/5 | 2/5 | 4/5 |
| 2026-04-27 | B+ | 3/5 | 5/5 | 2/5 | 5/5 | 1/5 | 2/5 | 4/5 |
| 2026-04-24 | B+ | 3/5 | 5/5 | 2/5 | 5/5 | 1/5 | 2/5 | 3/5 |
| 2026-04-23 | B+ | 3/5 | 5/5 | 2/5 | 5/5 | 1/5 | 2/5 | 3/5 |
| 2026-04-22 | B+ | 3/5 | 5/5 | 2/5 | 5/5 | 1/5 | 2/5 | 3/5 |
| 2026-04-21 | B+ | 3/5 | 5/5 | 2/5 | 5/5 | 1/5 | 2/5 | 4/5 |
| 2026-04-20 | B+ | 3/5 | 5/5 | 2/5 | 5/5 | 1/5 | 2/5 | 4/5 |
| 2026-04-17 | A- | 4/5 | 5/5 | 3/5 | 5/5 | 1/5 | 2/5 | 4/5 |
| 2026-04-16 | A- | 4/5 | 5/5 | 3/5 | 5/5 | 1/5 | 2/5 | 4/5 |
Owner Earnings
Owner's Earnings history not available.
Ownership Overview
| # | Reporting person | Amount owned | % of class | Sole voting | Shared voting | Sole dispositive | Shared dispositive | Type | Citizenship | Filing date | SEC filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock for purposes of Schedule 13G filings. | 10.71M | 6.11% | 10.71M | — | 10.71M | — | HC | Delaware | 2010-01-29 | ↗ |
| 2 | (1) BlackRock, Inc. | 9.94M | 4.20% | 9.52M | — | 9.94M | — | HC | Delaware | 2014-06-09 | ↗ |
| 3 | Thornburg Investment Management Inc. | 9.80M | 5.63% | 9.80M | — | 9.80M | — | IA | Santa Fe, New Mexico | 2010-01-08 | ↗ |
| 4 | 04-3215301 | 7.42M | 5.22% | — | 7.42M | — | — | CO | Massachusetts | 2009-04-02 | ↗ |
| 5 | 37-1406661 | 7.42M | 5.22% | — | 7.42M | — | — | PN | Delaware | 2009-04-02 | ↗ |
| 6 | THORNBURG INVESTMENT MANAGEMENT INC85-0301299 | 4.62M | 7.08% | 4.62M | — | 4.62M | — | IA | USA | 2021-02-09 | ↗ |
| 7 | (: | 3.23M | 5.20% | 3.23M | — | 3.23M | — | IA, OO | Delaware | 2005-02-10 | ↗ |
Institutional Activity (13F)
| # | Investor | Shares / Δ | Mkt value / Δ | Own% / Δ | Weight% / Δ | Avg px / Perf. | Hold / Status |
|---|---|---|---|---|---|---|---|
| 1 | — | 183.9K +183.9K (+100.0%) | 2.10B +2.1B (+100.0%) | 0.20% +0.197 pp | 1.24% +1.243 pp | USD11.44 +0.0% | 1 qtrs NEW |
| 2 | THORNBURG INVESTMENT MANAGEMENT INC | 3.14M +— (+0.0%) | 35.90M -1.7M (-4.6%) | 3.36% +0.013 pp | 0.45% -0.038 pp | USD12.38 -7.6% | 29 qtrs — |
| 3 | APOLLO MANAGEMENT HOLDINGS, L.P. | 2.39M +7.0 (+0.0%) | 27.33M -1.3M (-4.6%) | 2.56% +0.010 pp | 0.22% -0.090 pp | USD12.44 -8.0% | 29 qtrs — |
| 4 | VAN ECK ASSOCIATES CORP | 2.32M -190.1K (-7.6%) | 26.56M -3.6M (-11.8%) | 2.49% -0.193 pp | 0.02% -0.006 pp | USD13.18 -13.2% | 29 qtrs — |
| 5 | UBS GROUP AG | 2.02M +323.1K (+19.0%) | 23.16M +2.8M (+13.5%) | 2.17% +0.354 pp | 0.00% +0.001 pp | USD12.71 -10.0% | 29 qtrs — |
| 6 | MORGAN STANLEY | 1.74M -173.2K (-9.0%) | 19.95M -3.0M (-13.2%) | 1.87% -0.177 pp | 0.00% 0.000 pp | USD12.88 -11.2% | 29 qtrs — |
| 7 | NEXT CAPITAL MANAGEMENT LLC | 1.48M +142.8K (+10.6%) | 16.98M +895.3K (+5.6%) | 1.59% +0.159 pp | 5.44% +0.068 pp | USD12.33 -7.2% | 6 qtrs — |
| 8 | DIAMETER CAPITAL PARTNERS LP | 1.01M +1.0M (+100.0%) | 11.59M +11.6M (+100.0%) | 1.09% +1.086 pp | 1.06% +1.059 pp | USD11.44 +0.0% | 1 qtrs NEW |
| 9 | INVESCO LTD. | 911.0K +30.6K (+3.5%) | 10.42M -134.1K (-1.3%) | 0.98% +0.037 pp | 0.00% 0.000 pp | USD12.92 -11.5% | 29 qtrs — |
| 10 | MUZINICH & CO., INC. | 714.8K +143.3K (+25.1%) | 8.18M +1.3M (+19.3%) | 0.77% +0.156 pp | 2.57% -0.077 pp | USD12.24 -6.5% | 29 qtrs — |
| 11 | NORTH GROUND CAPITAL | 651.3K +401.3K (+160.5%) | 7.45M +4.5M (+148.6%) | 0.70% +0.431 pp | 3.70% +1.861 pp | USD11.65 -1.8% | 5 qtrs — |
| 12 | LEGAL & GENERAL GROUP PLC | 651.9K +74.0K (+12.8%) | 7.45M +530.9K (+7.7%) | 0.70% +0.082 pp | 0.00% +0.000 pp | USD12.20 -6.2% | 29 qtrs — |
| 13 | CURA WEALTH ADVISORS, LLC | 641.9K +24.0K (+3.9%) | 7.34M -65.3K (-0.9%) | 0.69% +0.028 pp | 2.78% -0.048 pp | USD12.91 -11.4% | 5 qtrs — |
| 14 | SUMITOMO MITSUI TRUST HOLDINGS, INC. | 549.6K +46.2K (+9.2%) | 6.29M +252.0K (+4.2%) | 0.59% +0.052 pp | 0.00% +0.000 pp | USD10.62 +7.7% | 24 qtrs — |
| 15 | ARES MANAGEMENT LLC | 545.5K +— (+0.0%) | 6.24M -300.0K (-4.6%) | 0.58% +0.002 pp | 0.36% +0.060 pp | USD13.33 -14.2% | 6 qtrs — |
| 16 | FOUNDATIONS INVESTMENT ADVISORS, LLC | 486.4K +86.2K (+21.5%) | 5.56M +765.5K (+16.0%) | 0.52% +0.094 pp | 0.07% +0.003 pp | USD12.95 -11.7% | 6 qtrs — |
| 17 | RAYMOND JAMES FINANCIAL INC | 486.4K +375.1K (+337.0%) | 5.56M +4.2M (+317.0%) | 0.52% +0.403 pp | 0.00% +0.001 pp | USD11.71 -2.3% | 5 qtrs — |
| 18 | CALLODINE CAPITAL MANAGEMENT, LP | 483.4K -27.4K (-5.4%) | 5.53M -594.4K (-9.7%) | 0.52% -0.027 pp | 0.44% -0.092 pp | USD13.08 -12.5% | 6 qtrs — |
| 19 | CONDOR CAPITAL MANAGEMENT | 456.2K +26.9K (+6.3%) | 5.22M +71.0K (+1.4%) | 0.49% +0.031 pp | 0.42% +0.001 pp | USD12.68 -9.8% | 21 qtrs — |
| 20 | FRANKLIN RESOURCES INC | 445.3K -325.5K (-42.2%) | 5.09M -4.1M (-44.9%) | 0.48% -0.346 pp | 0.00% -0.001 pp | USD13.72 -16.6% | 8 qtrs — |
| 21 | RIVERNORTH CAPITAL MANAGEMENT, LLC | 414.4K +414.4K (+100.0%) | 4.74M +4.7M (+100.0%) | 0.44% +0.444 pp | 0.22% +0.224 pp | USD11.44 +0.0% | 1 qtrs NEW |
| 22 | ETHOS FINANCIAL GROUP, LLC | 393.6K -29.6K (-7.0%) | 4.50M -571.1K (-11.3%) | 0.42% -0.030 pp | 0.33% -0.066 pp | USD12.79 -10.6% | 13 qtrs — |
| 23 | TWO SIGMA INVESTMENTS, LP | 387.5K +210.9K (+119.5%) | 4.43M +2.3M (+109.4%) | 0.42% +0.227 pp | 0.01% +0.003 pp | USD12.25 -6.6% | 26 qtrs — |
| 24 | CASTLEKEEP INVESTMENT ADVISORS LLC | 384.9K -13.7K (-3.4%) | 4.40M -376.5K (-7.9%) | 0.41% -0.013 pp | 1.99% -0.243 pp | USD13.01 -12.1% | 9 qtrs — |
| 25 | JANNEY MONTGOMERY SCOTT LLC | 364.1K -31.7K (-8.0%) | 4.17M -580.0K (-12.2%) | 0.39% -0.032 pp | 0.01% -0.002 pp | USD12.15 -5.8% | 29 qtrs — |
| 26 | D.A. DAVIDSON & CO. | 350.1K +6.0K (+1.7%) | 4.00M -120.4K (-2.9%) | 0.38% +0.008 pp | 0.02% -0.002 pp | USD13.01 -12.1% | 18 qtrs — |
| 27 | LPL FINANCIAL LLC | 317.5K -190.0K (-37.4%) | 3.63M -2.5M (-40.3%) | 0.34% -0.201 pp | 0.00% -0.001 pp | USD13.14 -12.9% | 29 qtrs — |
| 28 | BLACKROCK, INC. | 316.2K -8.7K (-2.7%) | 3.62M -277.9K (-7.1%) | 0.34% -0.008 pp | 0.00% +0.000 pp | USD13.12 -12.8% | 6 qtrs — |
| 29 | ALPINE GLOBAL MANAGEMENT, LLC | 316.1K +183.6K (+138.6%) | 3.62M +2.0M (+127.6%) | 0.34% +0.197 pp | 0.65% +0.368 pp | USD11.67 -2.0% | 2 qtrs — |
| 30 | WELLS FARGO & COMPANY/MN | 304.7K -238.4K (-43.9%) | 3.49M -3.0M (-46.5%) | 0.33% -0.253 pp | 0.00% -0.001 pp | USD13.23 -13.5% | 29 qtrs — |
| 31 | RUSSELL INVESTMENTS GROUP, LTD. | 264.3K +264.3K (+100.0%) | 3.02M +3.0M (+100.0%) | 0.28% +0.283 pp | 0.00% +0.003 pp | USD11.44 +0.0% | 1 qtrs NEW |
| 32 | UNITED ADVISOR GROUP, LLC | 255.7K -15.1K (-5.6%) | 2.93M -321.7K (-9.9%) | 0.27% -0.015 pp | 0.36% -0.072 pp | USD14.39 -20.5% | 8 qtrs — |
| 33 | JANE STREET GROUP, LLC | 250.3K +250.3K (+100.0%) | 2.86M +2.9M (+100.0%) | 0.27% +0.268 pp | 0.00% +0.000 pp | USD11.44 +0.0% | 8 qtrs — |
| 34 | ADVISORS ASSET MANAGEMENT, INC. | 248.2K -41.2K (-14.2%) | 2.84M -630.8K (-18.2%) | 0.27% -0.043 pp | 0.05% -0.011 pp | USD13.55 -15.6% | 11 qtrs — |
| 35 | BI ASSET MANAGEMENT FONDSMAEGLERSELSKAB A/S | 241.4K -45.9K (-16.0%) | 2.76M -684.0K (-19.9%) | 0.26% -0.048 pp | 0.02% -0.007 pp | USD12.77 -10.4% | 13 qtrs — |
| 36 | ROYAL BANK OF CANADA | 219.0K -6.8K (-3.0%) | 2.51M -202.0K (-7.5%) | 0.23% -0.006 pp | 0.00% +0.000 pp | USD13.26 -13.7% | 29 qtrs — |
| 37 | NEUBERGER BERMAN GROUP LLC | 205.7K -23.7K (-10.3%) | 2.35M -396.8K (-14.4%) | 0.22% -0.024 pp | 0.00% 0.000 pp | USD11.87 -3.6% | 15 qtrs — |
| 38 | HBK INVESTMENTS L P | 205.5K +205.5K (+100.0%) | 2.35M +2.4M (+100.0%) | 0.22% +0.220 pp | 0.02% +0.019 pp | USD11.44 +0.0% | 1 qtrs NEW |
| 39 | CERITY PARTNERS LLC | 199.0K +199.0K (+100.0%) | 2.28M +2.3M (+100.0%) | 0.21% +0.213 pp | 0.00% +0.003 pp | USD11.44 +0.0% | 1 qtrs NEW |
| 40 | AMERIPRISE FINANCIAL INC | 173.7K -243.5K (-58.4%) | 1.99M -3.0M (-60.3%) | 0.19% -0.259 pp | 0.00% -0.001 pp | USD12.33 -7.2% | 29 qtrs — |
| 41 | NAVITER WEALTH, LLC | 167.0K -37.1K (-18.2%) | 1.91M -536.6K (-21.9%) | 0.18% -0.039 pp | 0.25% -0.036 pp | USD13.43 -14.8% | 5 qtrs — |
| 42 | HENNION & WALSH ASSET MANAGEMENT, INC. | 159.7K -7.5K (-4.5%) | 1.83M -178.3K (-8.9%) | 0.17% -0.007 pp | 0.06% -0.010 pp | USD13.43 -14.8% | 17 qtrs — |
| 43 | DNB ASSET MANAGEMENT AS | 153.4K -10.8K (-6.6%) | 1.75M -213.2K (-10.8%) | 0.16% -0.011 pp | 0.01% -0.001 pp | USD13.70 -16.5% | 29 qtrs — |
| 44 | GARNER ASSET MANAGEMENT CORP | 148.9K -21.4K (-12.5%) | 1.70M -346.2K (-16.9%) | 0.16% -0.022 pp | 0.65% -0.172 pp | USD12.56 -8.9% | 4 qtrs — |
| 45 | ADVISOR GROUP HOLDINGS, INC. | 146.8K +6.5K (+4.6%) | 1.68M -115.2K (-6.4%) | 0.16% +0.008 pp | 0.00% 0.000 pp | USD11.24 +1.8% | 24 qtrs — |
| 46 | BANK OF AMERICA CORP /DE/ | 141.0K -9.0K (-6.0%) | 1.61M -185.9K (-10.3%) | 0.15% -0.009 pp | 0.00% +0.000 pp | USD12.74 -10.2% | 29 qtrs — |
| 47 | ALMITAS CAPITAL LLC | 135.5K +42.8K (+46.1%) | 1.55M +438.2K (+39.4%) | 0.15% +0.046 pp | 0.34% +0.087 pp | USD12.79 -10.6% | 6 qtrs — |
| 48 | XTX TOPCO LTD | 135.3K +135.3K (+100.0%) | 1.55M +1.5M (+100.0%) | 0.15% +0.145 pp | 0.04% +0.041 pp | USD11.44 +0.0% | 1 qtrs NEW |
| 49 | J.W. COLE ADVISORS, INC. | 133.2K +6.8K (+5.4%) | 1.52M +8.6K (+0.6%) | 0.14% +0.008 pp | 0.04% +0.008 pp | USD13.07 -12.5% | 6 qtrs — |
| 50 | LAZARD ASSET MANAGEMENT LLC | 125.4K +32.7K (+35.2%) | 1.43M +322.6K (+29.0%) | 0.13% +0.035 pp | 0.00% +0.001 pp | USD12.62 -9.4% | 7 qtrs — |
| 51 | CONFLUENCE INVESTMENT MANAGEMENT LLC | 123.4K -8.3K (-6.3%) | 1.41M -167.9K (-10.6%) | 0.13% -0.008 pp | 0.02% -0.001 pp | USD13.04 -12.3% | 6 qtrs — |
| 52 | D. E. SHAW & CO., INC. | 120.0K +105.0K (+700.4%) | 1.37M +1.2M (+663.7%) | 0.13% +0.113 pp | 0.00% +0.001 pp | USD11.51 -0.6% | 2 qtrs — |
| 53 | LANSFORSAKRINGAR FONDFORVALTNING AB (PUBL) | 119.2K +119.2K (+100.0%) | 1.36M +1.4M (+100.0%) | 0.13% +0.128 pp | 0.01% +0.007 pp | USD11.44 +0.0% | 1 qtrs NEW |
| 54 | SHARPEPOINT LLC | 103.6K +19.2K (+22.7%) | 1.18M +173.2K (+17.1%) | 0.11% +0.021 pp | 0.71% -0.203 pp | USD12.88 -11.2% | 5 qtrs — |
| 55 | ARKADIOS WEALTH ADVISORS | 102.9K -1.6K (-1.5%) | 1.18M -75.5K (-6.0%) | 0.11% -0.001 pp | 0.02% -0.007 pp | USD12.06 -5.1% | 21 qtrs — |
| 56 | COLONY GROUP, LLC | 102.1K +102.1K (+100.0%) | 1.17M +1.2M (+100.0%) | 0.11% +0.109 pp | 0.00% +0.001 pp | USD11.44 +0.0% | 1 qtrs NEW |
| 57 | TREXQUANT INVESTMENT LP | 101.2K +51.0K (+101.7%) | 1.16M +556.3K (+92.5%) | 0.11% +0.055 pp | 0.01% +0.004 pp | USD11.80 -3.1% | 3 qtrs — |
| 58 | GLOBAL WEALTH MANAGEMENT INVESTMENT ADVISORY, INC. | 97.2K +6.3K (+6.9%) | 1.11M +22.0K (+2.0%) | 0.10% +0.007 pp | 0.18% -0.005 pp | USD12.26 -6.7% | 24 qtrs — |
| 59 | LSV ASSET MANAGEMENT | 96.1K +— (+0.0%) | 1.10M -53.0K (-4.6%) | 0.10% +0.000 pp | 0.00% 0.000 pp | USD12.54 -8.8% | 29 qtrs — |
| 60 | COMERICA BANK | 86.1K -239.0 (-0.3%) | 985.4K -50.2K (-4.9%) | 0.09% +0.000 pp | 0.00% +0.000 pp | USD13.42 -14.8% | 10 qtrs — |
| 61 | CRAWFORD FUND MANAGEMENT, LLC | 80.0K -13.0K (-14.0%) | 915.2K -199.9K (-17.9%) | 0.09% -0.014 pp | 0.12% -0.058 pp | USD12.64 -9.5% | 9 qtrs — |
| 62 | STEPHENS INC /AR/ | 80.0K -4.8K (-5.6%) | 914.7K -101.3K (-10.0%) | 0.09% -0.005 pp | 0.01% -0.002 pp | USD13.38 -14.5% | 6 qtrs — |
| 63 | HIGHTOWER ADVISORS, LLC | 74.9K -15.0K (-16.7%) | 856.6K -220.6K (-20.5%) | 0.08% -0.016 pp | 0.00% 0.000 pp | USD12.78 -10.5% | 26 qtrs — |
| 64 | SIGMA PLANNING CORP | 71.8K +583.0 (+0.8%) | 821.9K -32.5K (-3.8%) | 0.08% +0.001 pp | 0.02% -0.002 pp | USD13.67 -16.3% | 29 qtrs — |
| 65 | LIDO ADVISORS, LLC | 64.8K +5.2K (+8.6%) | 773.7K +58.3K (+8.1%) | 0.07% +0.006 pp | 0.00% +0.000 pp | USD13.44 -14.9% | 9 qtrs — |
| 66 | QUANTBOT TECHNOLOGIES LP | 67.6K +67.6K (+100.0%) | 773.4K +773.4K (+100.0%) | 0.07% +0.073 pp | 0.03% +0.026 pp | USD11.44 +0.0% | 3 qtrs — |
| 67 | BNP PARIBAS ARBITRAGE, SNC | 65.1K +60.5K (+1,317.7%) | 744.7K +689.7K (+1,252.7%) | 0.07% +0.065 pp | 0.00% +0.000 pp | USD11.48 -0.3% | 6 qtrs — |
| 68 | CAPITAL INVESTMENT ADVISORS, LLC | 62.2K -2.8K (-4.3%) | 711.6K -67.7K (-8.7%) | 0.07% -0.003 pp | 0.01% -0.002 pp | USD13.39 -14.6% | 6 qtrs — |
| 69 | DENALI ADVISORS LLC | 61.8K -12.7K (-17.0%) | 706.6K -185.9K (-20.8%) | 0.07% -0.013 pp | 0.08% -0.022 pp | USD13.34 -14.2% | 6 qtrs — |
| 70 | VIRTUS INVESTMENT ADVISERS, INC. | 60.2K -10.0K (-14.2%) | 689.1K -153.0K (-18.2%) | 0.06% -0.010 pp | 0.19% -0.054 pp | USD12.85 -11.0% | 4 qtrs — |
| 71 | CAMELOT PORTFOLIOS, LLC | 59.1K -4.2K (-6.7%) | 675.5K -83.0K (-10.9%) | 0.06% -0.004 pp | 0.41% -0.034 pp | USD12.76 -10.3% | 29 qtrs — |
| 72 | STIFEL FINANCIAL CORP | 55.6K -95.3K (-63.1%) | 636.4K -1.2M (-64.8%) | 0.06% -0.102 pp | 0.00% -0.001 pp | USD13.04 -12.3% | 29 qtrs — |
| 73 | ENVESTNET ASSET MANAGEMENT INC | 54.7K -2.2K (-3.9%) | 626.2K -56.6K (-8.3%) | 0.06% -0.002 pp | 0.00% +0.000 pp | USD13.19 -13.3% | 6 qtrs — |
| 74 | PANORAMIC INVESTMENT ADVISORS, LLC | 53.6K +— (+0.0%) | 613.5K -29.5K (-4.6%) | 0.06% +0.000 pp | 0.33% -0.028 pp | USD13.39 -14.6% | 6 qtrs — |
| 75 | MQS MANAGEMENT LLC | 52.2K +52.2K (+100.0%) | 597.1K +597.1K (+100.0%) | 0.06% +0.056 pp | 0.35% +0.352 pp | USD11.44 +0.0% | 1 qtrs NEW |
| 76 | JUMP FINANCIAL, LLC | 48.6K +48.6K (+100.0%) | 556.4K +556.4K (+100.0%) | 0.05% +0.052 pp | 0.01% +0.007 pp | USD11.44 +0.0% | 1 qtrs NEW |
| 77 | GREAT WEST LIFE ASSURANCE CO /CAN/ | 44.7K -88.0 (-0.2%) | 510.0K -25.0K (-4.7%) | 0.05% +0.000 pp | 0.00% +0.000 pp | USD12.20 -6.2% | 29 qtrs — |
| 78 | CITADEL ADVISORS LLC | 44.5K -51.1K (-53.5%) | 509.1K -637.2K (-55.6%) | 0.05% -0.054 pp | 0.00% 0.000 pp | USD12.92 -11.5% | 28 qtrs — |
| 79 | JPMORGAN CHASE & CO | 44.5K -7.8K (-14.9%) | 508.7K -117.5K (-18.8%) | 0.05% -0.008 pp | 0.00% +0.000 pp | USD13.56 -15.6% | 29 qtrs — |
| 80 | MARSHALL WACE, LLP | 42.9K +26.2K (+156.2%) | 491.2K +290.3K (+144.4%) | 0.05% +0.028 pp | 0.00% +0.000 pp | USD11.65 -1.8% | 2 qtrs — |
| 81 | PRINCIPAL SECURITIES, INC. | 42.1K +1.8K (+4.4%) | 482.0K -1.8K (-0.4%) | 0.05% +0.002 pp | 0.01% -0.001 pp | USD13.03 -12.2% | 9 qtrs — |
| 82 | TCFG WEALTH MANAGEMENT, LLC | 41.7K -2.0K (-4.6%) | 476.5K -47.3K (-9.0%) | 0.04% -0.002 pp | 0.19% -0.019 pp | USD13.32 -14.1% | 6 qtrs — |
| 83 | LECLAIR WEALTH PARTNERS LLC | 40.9K +— (+0.0%) | 467.7K -22.5K (-4.6%) | 0.04% +0.000 pp | 0.27% -0.034 pp | USD12.86 -11.0% | 4 qtrs — |
| 84 | NORTHERN TRUST CORP | 40.2K -5.2K (-11.5%) | 460.4K -84.6K (-15.5%) | 0.04% -0.005 pp | 0.00% +0.000 pp | USD12.45 -8.1% | 6 qtrs — |
| 85 | MERIDIAN INVESTMENT COUNSEL INC. | 37.7K +1.7K (+4.7%) | 431.4K -359.0 (-0.1%) | 0.04% +0.002 pp | 0.10% -0.003 pp | USD13.19 -13.3% | 28 qtrs — |
| 86 | SHUFRO ROSE & CO LLC | 37.3K -4.6K (-10.9%) | 426.3K -111.7K (-20.8%) | 0.04% -0.005 pp | 0.03% -0.015 pp | USD13.49 -15.2% | 5 qtrs — |
| 87 | BREVAN HOWARD CAPITAL MANAGEMENT LP | 35.0K +17.7K (+102.9%) | 400.0K +193.3K (+93.6%) | 0.04% +0.019 pp | 0.00% +0.003 pp | USD12.13 -5.7% | 4 qtrs — |
| 88 | OXFORD ASSET MANAGEMENT LLP | 34.9K +12.8K (+58.1%) | 399.1K +134.6K (+50.9%) | 0.04% +0.014 pp | 0.16% +0.072 pp | USD11.79 -3.0% | 2 qtrs — |
| 89 | COMMONWEALTH EQUITY SERVICES, LLC | 34.6K -439.7K (-92.7%) | 396.4K -5.3M (-93.0%) | 0.04% -0.469 pp | 0.00% -0.007 pp | USD13.81 -17.2% | 8 qtrs — |
| 90 | STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 34.5K -1.4K (-3.9%) | 394.6K -35.9K (-8.3%) | 0.04% -0.001 pp | 0.00% 0.000 pp | USD13.02 -12.1% | 27 qtrs — |
| 91 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 32.8K +32.8K (+100.0%) | 375.7K +375.7K (+100.0%) | 0.04% +0.035 pp | 0.00% +0.000 pp | USD11.44 +0.0% | 1 qtrs NEW |
| 92 | AQUATIC CAPITAL MANAGEMENT LLC | 32.8K +9.2K (+39.1%) | 375.5K +92.6K (+32.7%) | 0.04% +0.010 pp | 0.01% +0.005 pp | USD11.84 -3.4% | 2 qtrs — |
| 93 | WEDBUSH SECURITIES INC | 30.4K -5.5K (-15.4%) | 348.0K -83.0K (-19.3%) | 0.03% -0.006 pp | 0.01% -0.004 pp | USD13.40 -14.6% | 6 qtrs — |
| 94 | VERITION FUND MANAGEMENT LLC | 30.4K +— (+0.0%) | 347.8K -16.7K (-4.6%) | 0.03% +0.000 pp | 0.00% 0.000 pp | USD12.62 -9.4% | 3 qtrs — |
| 95 | CETERA INVESTMENT ADVISERS | 28.4K -4.7K (-14.1%) | 325.1K -71.7K (-18.1%) | 0.03% -0.005 pp | 0.00% 0.000 pp | USD13.39 -14.6% | 8 qtrs — |
| 96 | VIRTU FINANCIAL LLC | 27.0K +4.9K (+22.0%) | 308.0K +43.0K (+16.2%) | 0.03% +0.005 pp | 0.01% -0.003 pp | USD11.89 -3.8% | 2 qtrs — |
| 97 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 25.9K -135.0 (-0.5%) | 295.9K -28.1K (-8.7%) | 0.03% +0.000 pp | 0.02% -0.006 pp | USD13.18 -13.2% | 24 qtrs — |
ETF Ownership
| # | ETF | Weight | Est. AUM exposure | TER |
|---|---|---|---|---|
| 1 | FT Confluence BDC & Specialty Finance Income ETF FBDC | 2.79% | 960.7K | 12.44% |
| 2 | Virtus Private Credit Strategy ETF VPC | 1.38% | 419.6K | 10.60% |
| 3 | ProShares Global Listed Private Equity ETF PEX | 1.36% | 152.5K | 2.95% |
| 4 | VanEck BDC Income ETF BIZD | 1.01% | 16.24M | 9.69% |
Insider Activity
| Date | Person | Role | Transaction | A/D | Security | Shares | Price | Value | Owned after | D/I | Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026-02-10 | McNulty Ted Aymond Jr. | Officer | J-Other | D | Common Stock | 6,663 | 11.14 | 74.2K | 82,321 | D | ↗ |
| 2025-09-04 | Durkin Joseph Vincent | — | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2025-06-30 | Seifert Kenneth Lee Jr. | — | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2025-03-11 | Widra Howard | Director | P-Purchase | A | Common Stock | 50,000 | 12.40 | 620.0K | 101,666 | I | ↗ |
| 2025-03-11 | PEARLMAN EMANUEL R | Director | P-Purchase | A | Common Stock | 800 | 12.52 | 10.0K | 2,800 | D | ↗ |
| 2025-03-10 | PEARLMAN EMANUEL R | Director | P-Purchase | A | Common Stock | 1,000 | 13.09 | 13.1K | 2,000 | D | ↗ |
| 2024-08-12 | PEARLMAN EMANUEL R | Director | P-Purchase | A | Common Stock | 1,000 | 12.98 | 13.0K | 1,000 | — | ↗ |
| 2024-07-22 | STEIN ELLIOT JR | Director | A-Award | A | Common Stock | 566 | 0.00 | 0.57 | 12,451 | — | ↗ |
| 2024-07-22 | Powell Tanner | Officer | A-Award | A | Common Stock | 7,351 | 0.00 | 7.35 | 110,517 | D | ↗ |
| 2024-07-22 | McNulty Ted Aymond Jr. | Officer | A-Award | A | Common Stock | 7,637 | 0.00 | 7.64 | 7,637 | I | ↗ |
| 2024-02-10 | McNulty Ted Aymond Jr. | Officer | J-Other | D | Common Stock | 8,438 | 13.95 | 117.7K | 88,984 | D | ↗ |
| 2024-02-09 | Powell Tanner | Officer | J-Other | D | Common Stock | 9,007 | 13.95 | 125.6K | 110,517 | D | ↗ |
| 2023-03-16 | DelGiudice Ryan | Officer | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2023-03-10 | Powell Tanner | Officer | S-Sale | D | Common Stock | 8,277 | 12.09 | 100.1K | 53,606 | — | ↗ |
| 2023-03-10 | McNulty Ted Aymond Jr. | Officer | S-Sale | D | Common Stock | 1,498 | 12.09 | 18.1K | 16,966 | — | ↗ |
| 2023-03-08 | PEARLMAN EMANUEL R | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2023-03-03 | Powell Tanner | Officer | J-Other | D | Common Stock | 8,277 | 12.09 | 100.1K | 110,517 | D | ↗ |
| 2023-02-10 | Powell Tanner | Officer | J-Other | A | Common Stock | 40,228 | 12.21 | 491.2K | 110,517 | D | ↗ |
| 2023-02-10 | McNulty Ted Aymond Jr. | Officer | J-Other | A | Common Stock | 80,456 | 12.21 | 982.4K | 98,920 | D | ↗ |
| 2022-08-09 | Whonder Carmencita N.M. | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2022-08-03 | Widra Howard | Director | P-Purchase | A | Common Stock | 20,000 | 13.01 | 260.1K | 298,024 | D | ↗ |
| 2022-03-03 | Powell Tanner | Officer | J-Other | D | Common Stock | 9,152 | 13.20 | 120.8K | 110,517 | D | ↗ |
| 2022-02-17 | Powell Tanner | Officer | J-Other | A | Common Stock | 36,928 | 13.67 | 504.8K | 110,517 | D | ↗ |
| 2021-11-15 | HANNAN JOHN J | Director | P-Purchase | A | Class I Common Shares of Beneficial Interest | 50,000 | 13.03 | 651.3K | 50,000 | — | ↗ |
| 2020-12-31 | Powell Tanner | Officer | J-Other | D | Common Stock | 9,102 | 13.83 | 125.9K | 110,517 | D | ↗ |
| 2020-02-11 | Powell Tanner | Officer | J-Other | A | Common Stock | 14,487 | 17.06 | 247.1K | 110,517 | D | ↗ |
| 2020-02-10 | Powell Tanner | Officer | J-Other | D | Common Stock | 6,245 | 17.04 | 106.4K | 110,517 | D | ↗ |
| 2019-04-02 | Powell Tanner | Officer | J-Other | D | Common Stock | 1,386 | 15.42 | 21.4K | 110,517 | D | ↗ |
| 2019-01-11 | Powell Tanner | Officer | J-Other | A | Common Stock | 38,137 | 14.24 | 543.1K | 110,517 | D | ↗ |
| 2018-08-07 | Powell Tanner | Officer | J-Other | D | Common Stock | 403 | 17.73 | 7.1K | 110,517 | D | ↗ |
| 2005-06-15 | HUSIC CAPITAL MANAGEMENT | 10% Owner | S-Sale | D | MFIC Corporation | 42,100 | 2.45 | 103.1K | 338,990 | — | ↗ |
| 2004-07-29 | HUSIC CAPITAL MANAGEMENT | 10% Owner | P-Purchase | A | Common Stock | 2,015 | 1.20 | 2.4K | 392,990 | — | ↗ |
| 2004-07-28 | HUSIC CAPITAL MANAGEMENT | 10% Owner | P-Purchase | A | Common Stock | 1,970 | 1.14 | 2.2K | 390,975 | — | ↗ |
| 2004-02-10 | HUSIC CAPITAL MANAGEMENT | 10% Owner | P-Purchase | A | Common Stock | 4,305 | 3.99 | 17.2K | 389,005 | — | ↗ |
| 2004-02-09 | HUSIC CAPITAL MANAGEMENT | 10% Owner | P-Purchase | A | Common Stock | 2,944 | 3.85 | 11.3K | 384,700 | — | ↗ |
| 2004-01-13 | HUSIC CAPITAL MANAGEMENT | 10% Owner | P-Purchase | A | Common Stock | 11,516 | 3.31 | 38.1K | 381,756 | — | ↗ |
| 2004-01-09 | HUSIC CAPITAL MANAGEMENT | 10% Owner | P-Purchase | A | Common Stock | 2,183 | 3.09 | 6.7K | 370,240 | — | ↗ |
| 2004-01-08 | HUSIC CAPITAL MANAGEMENT | 10% Owner | P-Purchase | A | Common Stock | 5,704 | 3.13 | 17.8K | 368,057 | — | ↗ |
Executive team
Executive compensation
Executive compensation not available.
No CEO compensation history available.
Proxy statements
Recent SEC filings
Executive team
| Name | Title | Compensation | Gender |
|---|---|---|---|
| Arthur Martini | Miscellaneous | — | male |
| Daniel Vogel | Managing Director | — | male |
| Elizabeth Besen | Investor Relations Manager | — | female |
| Howard T. Widra | Executive Chairman of the Board | — | male |
| Joseph Durkin | Chief Accounting Officer | — | male |
| Justin Sendak | Managing Director | — | male |
| Kenneth Seifert | Chief Financial Officer & Treasurer | — | male |
| Kristin Hester | Chief Legal Officer, Secretary & Vice President | — | female |
| Patrick Ryan | Chief Credit Officer of AIM | — | male |
| Ryan Louis Michael Del Giudice | Vice President & Chief Compliance Officer | — | male |
| Stacy Lee | Executive Officer and Analyst | — | female |
| Tanner Powell | Chief Executive Officer | — | male |
No Senate trading activity found for this company.
No House trading activity found for this company.
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Community Opinion for MFIC
Short-term intention
Target Price Distribution
These are community opinions and do not constitute buy or sell advice to act on. The results shown are based on aggregated opinions and are not an investment recommendation, nor do they intend to influence any investment decision.

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