Bain Capital Specialty Market Sentiment

Market sentiment signals for Bain Capital Specialty (BCSF): analyst consensus, short interest, options flow and insider activity.

Key Signals

Analyst Consensus— Equal-Weight

Short Interest▲ 2.3% short float

Options Flow— N/A

Insider Activity— N/A

Analyst Consensus

Equal-Weight

5 analysts

Options Flow (P/C)

—

Avg Consensus PT

$14

+32.8%

Highest Price Target

$17

+60.1%

Keefe, Bruyette & Woods

Lowest Price Target

$12

+13.0%

Wells Fargo

Short Interest

2.3%

Declining — Bullish

Insider Activity (30d)

—

Short Interest — % of Float

Recent Analyst Actions

Date	Firm	Analyst & Accuracy	Upside / Downside	PT Change	Action	Rating
Sep 18, 2026	LUCID CAPITAL MARKETS	Ethan Kaye—	+17.7%	$13	Initiate	Neutral
Aug 17, 2026	Keefe, Bruyette & Woods	Paul Johnson—	+22.4%	$15 → $13	Downgrade	Outperform→Market Perform
Aug 12, 2026	Wells Fargo	Finian O'Shea—	+13.0%	$13 → $12	Maintained	Equal-Weight
Mar 3, 2026	Keefe, Bruyette & Woods	Paul Johnson—	+41.2%	$16 → $15	Maintained	Outperform
Mar 3, 2026	Wells Fargo	Finian O'Shea—	+22.4%	$14 → $13	Maintained	Equal-Weight
Jan 7, 2026	Wells Fargo	Finian O'Shea—	+31.8%	$15 → $14	Downgrade	Overweight→Equal-Weight
Dec 19, 2025	Keefe, Bruyette & Woods	Paul Johnson—	+50.7%	$16 → $16	Upgrade	Market Perform→Outperform
Nov 13, 2025	Keefe, Bruyette & Woods	Paul Johnson—	+50.7%	$17 → $16	Maintained	Market Perform
Nov 12, 2025	Wells Fargo	Finian O'Shea—	+41.2%	$16 → $15	Maintained	Overweight
Apr 28, 2025	Wells Fargo	Finian O'Shea—	+50.7%	$19 → $16	Maintained	Overweight
Apr 8, 2025	Keefe, Bruyette & Woods	Paul Johnson—	+60.1%	$18 → $17	Maintained	Market Perform
Mar 4, 2025	Keefe, Bruyette & Woods	Paul Johnson—	+69.5%	$17 → $18	Maintained	Market Perform
Mar 3, 2025	Wells Fargo	Finian O'Shea—	+78.9%	$18 → $19	Maintained	Overweight
Jan 29, 2025	Wells Fargo	Finian O'Shea—	+69.5%	$17 → $18	Maintained	Overweight
Aug 21, 2024	Keefe, Bruyette & Woods	Paul Johnson—	+60.1%	$17 → $17	Maintained	Market Perform
Aug 8, 2024	Wells Fargo	Finian O'Shea—	+60.1%	$18 → $17	Maintained	Overweight
Jul 26, 2024	Wells Fargo	Finian O'Shea—	+69.5%	$17 → $18	Maintained	Overweight
May 29, 2024	Wells Fargo	Finian O'Shea—	+60.1%	$16 → $17	Upgrade	Equal-Weight→Overweight
May 23, 2024	Keefe, Bruyette & Woods	Ryan Lunch—	+60.1%	$17 → $17	Maintained	Market Perform
May 8, 2024	Wells Fargo	Timothy O'Shea—	+50.7%	$15 → $16	Maintained	Equal-Weight
Jan 29, 2024	Wells Fargo	Timothy O'Shea—	+36.5%	$14 → $15	Maintained	Equal-Weight