{"schema_version":"secwatch.filing_event.v1","accession":"0001193125-26-342607","form_type":"8-K","ticker":"BCSF","cik":"0001655050","company_name":"Bain Capital Specialty Finance, Inc.","filed_at":"2026-08-10T20:57:12+00:00","discovered_at":"2026-08-10T20:58:00.454409+00:00","generated_at":"2026-08-10T20:58:13.973981+00:00","sec_items":["2.02","8.01","9.01"],"event_type":"earnings","sentiment":"neutral","materiality_score":0.65,"calibrated_materiality_score":0.65,"confidence":"high","headline":"BCSF Q2 NII $0.44/share covers dividend; NAV down to $16.65; non-accruals rise to 3.2%","bullets":["Q2 2026 NII of $0.44/share ($28.6M), vs $0.42 in Q1 2026 and $0.47 in Q2 2025; $0.42 dividend covered.","NAV per share fell to $16.65 from $16.86 at March 31, 2026; net income $0.22/share on $14.6M net realized/unrealized losses.","Non-accruals jumped to 3.2% of portfolio at amortized cost (2.2% fair value) from 1.4%/0.6% at March 31; 4 companies on non-accrual.","Declared $0.42/share Q3 2026 dividend, record Sept 15, 2026, payable Sept 29, 2026; unchanged from prior quarter.","Net debt-to-equity 1.22x (from 1.28x); weighted avg debt rate rose to 5.0% from 4.6%; $438M undrawn commitments."],"urls":{"canonical":"https://secwatch.observer/filing/0001193125-26-342607","json":"https://secwatch.observer/filing/0001193125-26-342607.json","markdown":"https://secwatch.observer/filing/0001193125-26-342607.md","text":"https://secwatch.observer/filing/0001193125-26-342607.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1655050/000119312526342607/0001193125-26-342607-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1655050/000119312526342607/bcsf-20260810.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-08-10T20:58:13.973981+00:00"},"review":{"review_status":"machine_generated","human_reviewed":false,"corrected":false,"correction_note":null,"correction_timestamp":null,"superseded_by":null,"related_filings":[]},"source_grounded_claims":[],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}