Discover

MFIC
MidCap Financial Investment Corporation
10.12
1 x 8.68
1 x 11.58
bid
ask
+
0.04
0.40%
1 @ 04:00 PM
10.07 -0.05 (0.49%)
Ytd-11.54%
1y-18.78%
10.09
day range
10.24
9.48
52 week range
13.51
Open10.10Prev Close10.08Low10.09High10.24Mkt Cap833.61M
Vol370.19KAvg Vol729.56KEPS0.06P/E168.67Forward P/E9.29
Beta0.69Short Ratio2.57Inst. Own40.00%Dividend1.24Div Yield10.14
Ex Div Date03-10Earning08-0650-d Avg10.80200-d Avg11.341yr Est11.13
Earning
DateForEstimateReportedSurprisesurprise %
2026-05-062026-030.36N/AN/AN/A
2026-02-262025-120.370.390.025.41%
2025-11-062025-090.380.38N/AN/A
2025-08-112025-060.370.390.025.41%
2025-05-122025-030.390.37-0.02-5.13%
2025-02-252024-120.410.4-0.01-2.44%
Upgrade / Downgrade
DateFirmActionFromTo
2026-03-13JP MorganUpgradeNeutralNeutral
2026-03-10Keefe, Bruyette & WoodsUpgradeMarket PerformMarket Perform
2026-03-05RBC CapitalUpgradeSector PerformSector Perform
2026-03-04Truist SecuritiesUpgradeBuyBuy
2026-03-02Wells FargoUpgradeEqual-WeightEqual-Weight
2026-01-07Wells FargoDowngradeOverweightEqual-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
DateNameRelationQuantityDescription
2024-07-21MCNULTY TED AYMOND JR.President0.00Stock Award(Grant)
2025-03-10PEARLMAN EMANUEL RDirector2.80KPurchase
2024-07-21POWELL TANNERChief Executive Officer110.52KStock Award(Grant)
2024-07-21STEIN ELLIOT H JR.Director12.45KStock Award(Grant)
2025-03-10WIDRA HOWARD TDirector0.00Purchase
Institution Ownership
Report DateOrganizationPositionValuePercentage
2025-12-30Thornburg Investment Management Inc.3.14M37.90M3.81%
2025-12-30Apollo Management Holdings, L.P.2.39M28.86M2.90%
2025-12-30Van Eck Associates Corporation2.32M28.04M2.82%
2026-03-30UBS Group AG1.82M21.96M2.21%
2025-12-30Morgan Stanley1.74M21.06M2.12%
2025-12-30Next Capital Management, LLC1.48M17.93M1.80%
Fund Ownership
Report DateOrganizationPositionValuePercentage
2025-12-30THORNBURG INVESTMENT TRUST-Thornburg Investment Income Builder Fund3.14M37.90M3.81%
2026-03-30VanEck ETF Trust-VanEck BDC Income ETF1.35M16.32M1.64%
2026-03-30Invesco Exch-Trd Fd. TRT II-Invesco KBW High Dividend Yield Financial 1.29M15.64M1.57%
2026-01-30Putnam ETF Trust-Putnam BDC Income ETF408.03K4.93M0.50%
2025-12-30RIVERNORTH OPPORTUNITIES FUND INC.-Rivernorth Opportunities Fund Inc100.00K1.21M0.12%
2026-02-27-FT Confluence BDC & Specialty Finance Income ETF94.95K1.15M0.12%
Dividend
DividendDate
0.312026-06-09
0.312026-03-10
0.382025-12-09
0.382025-09-09
0.382025-06-10
0.382025-03-11
Split
SplitDate
1 : 32018-12-03