PM Images Main Street Capital (NYSE:MAIN) is one of the most popular business development corporations (BDC) on Seeking Alpha, with 72,800 followers. MAIN is the 7th largest BDC by net assets ($2.48 billion) and the 5th largest by market cap ($4.05 billion), yet it's the 2nd most followed BDC on Seeking Alpha behind Ares Capital (ARCC) with 77,060 followers. I started a position in MAIN when it was trading in the mid-30s in May of 2022, and since then, my initial investment has increased by 31.18%, and ...

主题：Main Street Capital (MAIN)投资表现 - Main Street Capital (MAIN)是一家知名的BDC公司，自2007年以来一直为私人市场提供资本[2] - 在2023年第四季度，MAIN的总投资收入增长了33%，这要归功于美联储的加息政策[4] - MAIN的股票表现出色，但其债券也提供了稳定的收入支持，对于追求安全收益的投资者来说是一个不错的选择[5]

Announces First Quarter 2024 Earnings Release and Conference Call Schedule HOUSTON, April 16, 2024 /PRNewswire/ -- Main Street Capital Corporation (NYSE: MAIN) ("Main Street" or the "Company") is pleased to announce its preliminary operating results for the first quarter of 2024 and its first quarter 2024 earnings release and conference call schedule. In commenting on the Company's operating results for the first quarter of 2024, Dwayne L. Hyzak, Main Street's Chief Executive Officer, stated, "We are extrem ...

Main Street Capital (NYSE:MAIN) Q4 2023 Earnings Conference Call February 23, 2024 10:00 AM ET Company Participants Zach Vaughan - Dennard Lascar, Investor Relations Dwayne Hyzak - Chief Executive Officer David Magdol - President and Chief Investment Officer Jesse Morris - Chief Financial Officer and Chief Operating Officer Conference Call Participants Robert Dodd - Raymond James Bryce Rowe - B. Riley Securities Mark Hughes - Truist Securities Eric Zwick - Hovde Group Operator Greetings, and welcome to the ...

Table of contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 10-K Main Street Capital Corporation (Exact name of registrant as specified in its charter) (Mark One) x ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2023 OR o TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from: to Commission File Number: 001-33723 (State or other juri ...

财务数据和关键指标变化 - 总投资收益同比增加25%,环比下降3.4% [59][60][61] - 利息收入同比增加32%,环比增加2.2% [61] - 股息收入同比增加9.1%,环比下降17% [62] - 运营费用同比增加5.1%,主要由于利息费用和薪酬费用增加 [63][64] - 外部投资管理业务贡献净投资收益7.6百万美元,同比增加2.6百万美元,环比下降1百万美元 [66] - 投资组合公允价值净增加27.7百万美元,其中下中市场投资增加24.2百万美元,外部投资管理业务增加12.2百万美元,中市场投资增加4.1百万美元,部分被私贷投资减值14百万美元抵消 [67][68] - 每股净资产增加2.3%,同比增加9.2%至28.33美元 [68] 各条业务线数据和关键指标变化 - 下中市场投资活动较低,仅20百万美元,净减少5百万美元 [50][51] - 私贷投资活动较好,新增135百万美元,净增加54百万美元 [52][53] - 中市场投资净减少11百万美元,公司正在减少这一策略 [53] - 下中市场投资组合公允价值占比28%,高于成本28% [54] - 私贷投资组合公允价值占比,中市场投资组合公允价值占比分别为1.5和0.291亿美元 [54] 各个市场数据和关键指标变化 - 下中市场投资管线一般,但公司有信心在当前经济环境下获得有吸引力的投资机会 [36][46] - 私贷投资管线一般 [37] - 公司正在减少中市场投资策略 [53] 公司战略和发展方向及行业竞争 - 公司继续看好下中市场投资策略,这将是未来主要关注领域 [40][41] - 公司通过年度下中市场公司高管会议为投资组合公司提供支持和价值 [42][43][44][45][48] - 公司正在推进下中市场公司的并购增长策略,这有助于提升公允价值 [129][130][131][132][133] - 公司正在发展第二只私贷基金,首次关闭募集65百万美元 [88][89] 管理层对经营环境和未来前景的评论 - 总体经营环境仍然良好,下中市场公司普遍保持积极乐观态度 [106][107][108][109][110][111][112] - 公司有信心在当前经济环境下获得有吸引力的下中市场投资机会 [36][46] - 公司有望在第四季度继续保持强劲表现,DNII预计至少1.04美元/股 [76] 问答环节重要的提问和回答 问题1 **Bryce Rowe 提问** 下中市场投资活动较低的原因 [80][81][82] **Dwayne Hyzak 回答** 下中市场投资活动波动性较大,第三季度有一些交易最终未能完成,但公司对下中市场长期前景保持乐观 [80][81][82] 问题2 **Robert Dodd 提问** 下中市场公司2024年预算情况 [105][106][107][108][109][110] **Dwayne Hyzak 和 David Magdol 回答** 下中市场公司普遍对2024年前景保持乐观,尽管面临一些行业性挑战,但凭借灵活性和积极应对措施,整体预期良好 [105][106][107][108][109][110] 问题3 **Vilas Abraham 提问** 非应计贷款情况 [139][140] **Jesse Morris 回答** 两笔非应计贷款来自私贷和中市场投资组合,主要是由于相关公司经营表现下滑所致,公司正在与私募股权投资方合作应对 [139][140]

Table of contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 10-Q (Mark One) x QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended September 30, 2023 OR o TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from: to Commission File Number: 001-33723 Main Street Capital Corporation (Exact name of registrant as specified in its charter) (State or o ...

(2) As of June 30, 2023, MAIN's Credit Facilities had $1.2 billion in total commitments; MAIN's Credit Facilities include accordion features which could increase total commitments up to $1.8 billion; in August 2023, MAIN expanded its total commitments under the Corporate Facility (as defined on page 42) by $15.0 million from $980.0 million to $995.0 million (3) Includes $500.0 million of July 2026 Notes, $450.0 million of May 2024 Notes, and $150.0 million of December 2025 Notes MAIN Executive Management Te ...

Main Street Capital Corporation (NYSE:MAIN) Q2 2023 Earnings Call August 4, 2023 10:00 AM ET Company Participants Zach Vaughan - Dennard Lascar Investor Relations Dwayne Hyzak - Chief Executive Officer David Magdol - President and Chief Investment Officer Jesse Morris - Chief Financial Officer and Chief Operating Officer Nick Meserve - Managing Director, Head of Main Street’s Private Credit Investment Group Conference Call Participants Bryce Rowe - B. Riley Robert Dodd - Raymond James Mark Hughes - Truist S ...

Table of contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 10-Q (Mark One) x QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2023 OR o TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from: to Commission File Number: 001-33723 Main Street Capital Corporation (Exact name of registrant as specified in its charter) Maryland 41-2230 ...