MidCap Financial Investment (MFIC)

• Market cap: $1.08B
• 1 day: -7.93%
• 5 days: -11.94%
• 1 month: -14.63%
• 3 months: -14.12%
• 6 months: -14.12%
• Year to date: -15.44%
• 1 year: -22.03%
• 5 years: 91.99%
• 10 years: -51.29%
• Sector: Financials
• Industry: Asset Management

About: MidCap Financial Investment Corp is an externally managed, publicly traded, closed-end, diversified management investment company. Its investment objective is to generate current income and, to a lesser extent, long-term capital appreciation. It predominantly invests in directly originated and privately negotiated first lien senior secured loans to privately held U.S. middle-market companies, and in other types of securities including, first lien unitranche, second lien senior secured, unsecured, subordinated, and mezzanine loans, and equities in both private and public middle market companies.

Fund manager confidence

Based on 2024 Q4 regulatory filings by fund managers ($100M+ AUM)

147% more call options, than puts

Call options by funds: $1.77M | Put options by funds: $715K

31% more repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 51

4% more capital invested

Capital invested by funds: $342M [Q3] → $355M (+$13.1M) [Q4]

0.5% more ownership

Funds ownership: 27.54% [Q3] → 28.04% (+0.5%) [Q4]

0% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 24

2% less funds holding

Funds holding: 172 [Q3] → 168 (-4) [Q4]

Research analyst outlook

1 Wall Street Analyst provided 1 year price targets over the past 3 months

• Low target: $14 22% upside
• Avg. target: $14 22% upside
• High target: $14 22% upside

1 analyst rating

• positive: 1 100%
• neutral: 0 0%
• negative: 0 0%

Wells Fargo Finian O'Shea 0% 1-year accuracy 0 / 7 met price target

22% upside $14

Overweight Maintained

27 Feb 2025