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MFIC
MidCap Financial Investment Corporation
11.66
3 x 11.65
1 x 11.66
bid
ask
+
0.13
1.13%
11:10 AM
timesize
Ytd 1.92%
1y 0.26%
11.61
day range
11.70
9.48
52 week range
13.51
Open 11.62 Prev Close 11.53 Low 11.61 High 11.70 Mkt Cap 1.09B
Vol 86.84K Avg Vol 1.15M EPS 0.68 P/E 17.15 Forward P/E 9.10
Beta 0.71 Short Ratio 2.91 Inst. Own 36.35% Dividend 1.24 Div Yield 10.44
Ex Div Date 03-10 Earning 05-06 50-d Avg 11.02 200-d Avg 11.87 1yr Est 11.13
Earning
Date For Estimate Reported Surprise surprise %
2026-05-06 2026-03 0.36 N/A N/A N/A
2026-02-26 2025-12 0.37 0.39 0.02 5.41%
2025-11-06 2025-09 0.38 0.38 N/A N/A
2025-08-11 2025-06 0.37 0.39 0.02 5.41%
2025-05-12 2025-03 0.39 0.37 -0.02 -5.13%
2025-02-25 2024-12 0.41 0.4 -0.01 -2.44%
Upgrade / Downgrade
Date Firm Action From To
2026-03-13 JP Morgan Upgrade Neutral Neutral
2026-03-10 Keefe, Bruyette & Woods Upgrade Market Perform Market Perform
2026-03-05 RBC Capital Upgrade Sector Perform Sector Perform
2026-03-04 Truist Securities Upgrade Buy Buy
2026-03-02 Wells Fargo Upgrade Equal-Weight Equal-Weight
2026-01-07 Wells Fargo Downgrade Overweight Equal-Weight
Profile
MidCap Financial Investment Corporation (Former name Apollo Investment Corporation) is business development company and a closed-end, externally managed, non-diversified management investment company. It is elected to be treated as a business development company (“BDC”) under the Investment Company Act of 1940 (the “1940 Act”) specializing in private equity investments in leveraged buyouts, acquisitions, recapitalizations, growth capital, refinancing and private middle market companies. It provides direct equity capital, mezzanine, first lien secured loans, stretch senior loans, unitranche loans, second lien secured loans and senior secured loans, unsecured debt, and subordinated debt and loans. It also seeks to invest in PIPES transactions. The fund may also invest in securities of public companies that are thinly traded and may acquire investments in the secondary market and structured products. It prefers to invest in preferred equity, common equity / interests and warrants and makes equity co-investments. It may invest in cash equivalents, U.S. government securities, high-quality debt investments that mature in one year or less, high-yield bonds, distressed debt, non-U.S. investments, or securities of public companies that are not thinly traded. It also focuses on other investments such as collateralized loan obligations (“CLOs”) and credit-linked notes (“CLNs”). The fund typically invests in construction and building materials, business services, plastics & rubber, advertising, capital equipment, education, cable television, chemicals, consumer products/goods durable and non-durable and customer services, direct marketing, energy – oil & gas, electricity and utilities. The fund also invest in aerospace & defense, wholesale, telecommunications, financial services, hotel, gaming, leisure, restaurants; environmental industries, healthcare and pharmaceuticals, high tech industries, beverages, food and tobacco, manufacturing, media – diversified & production, printing and publishing, retail, automation, aviation and consumer transport, transportation, cargo and distribution. It primarily invests in United States. It primarily invests between $20 million and $250 million in its portfolio companies and EBITDA with less than $75 million. The fund seeks to make investments with stated maturities of five to 10 years.
Insider Holder
Date Name Relation Quantity Description
2024-07-21 MCNULTY TED AYMOND JR. President 0.00 Stock Award(Grant)
2025-03-10 PEARLMAN EMANUEL R Director 2.80K Purchase
2024-07-21 POWELL TANNER Chief Executive Officer 110.52K Stock Award(Grant)
2024-07-21 STEIN ELLIOT H JR. Director 12.45K Stock Award(Grant)
2025-03-10 WIDRA HOWARD T Director 0.00 Purchase
Institution Ownership
Report Date Organization Position Value Percentage
2025-12-30 Thornburg Investment Management Inc. 3.14M 36.18M 3.40%
2025-12-30 Apollo Management Holdings, L.P. 2.39M 27.54M 2.59%
2025-12-30 Van Eck Associates Corporation 2.32M 26.77M 2.52%
2025-12-30 UBS Group AG 2.02M 23.34M 2.20%
2025-12-30 Morgan Stanley 1.74M 20.10M 1.89%
2025-12-30 Next Capital Management, LLC 1.48M 17.11M 1.61%
Fund Ownership
Report Date Organization Position Value Percentage
2025-12-30 THORNBURG INVESTMENT TRUST-Thornburg Investment Income Builder Fund 3.14M 36.18M 3.40%
2026-02-27 VanEck ETF Trust-VanEck BDC Income ETF 1.76M 20.27M 1.91%
2026-02-27 Invesco Exch-Trd Fd. TRT II-Invesco KBW High Dividend Yield Financial 1.01M 11.64M 1.09%
2026-01-30 Putnam ETF Trust-Putnam BDC Income ETF 408.03K 4.70M 0.44%
2025-11-29 -FT Confluence BDC & Specialty Finance Income ETF 97.65K 1.13M 0.11%
2025-12-30 RIVERNORTH OPPORTUNITIES FUND INC.-Rivernorth Opportunities Fund Inc 100.00K 1.15M 0.11%
Dividend
Dividend Date
0.31 2026-03-10
0.38 2025-12-09
0.38 2025-09-09
0.38 2025-06-10
0.38 2025-03-11
0.38 2024-12-10
Split
Split Date
1 : 3 2018-12-03