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Barings Participation Investors (MPV)

Financial Services | Asset Management | Charlotte, United States | NYSE
16.32 USD +0.52 (3.291%) ⇧ (Aug. 28, 2026, 4 p.m. EDT)
After hours: 16.32

Short-term:★★☆☆☆Long-term:★★☆☆☆Dividends:★⯪☆☆☆
Hot Take | Aug. 22, 2026, 1:15 a.m. EDT

The immediate outlook is clouded by a severe disconnect between the reported payout ratio of 120% and the actual dividend history. While the headline yield looks attractive at 9.1%, the company is paying out significantly more than its trailing earnings suggest, indicating the dividend is likely being funded by capital recycling or reserves rather than sustainable cash flow. This structural weakness caps the short-term rating at a mild bearish level, as the stock is trading below its 200-day moving average and lacks the momentum to overcome this fundamental flaw. Looking further ahead, the business fundamentals are deteriorating. Despite a strong cumulative gain over the last nine years, the most recent annual performance shows a sharp 29.43% drop in earnings per share, signaling a rapid reversal of fortune. With revenue also contracting by 5.1% and earnings growth plunging nearly 70%, the company is losing its competitive edge and operational efficiency. The balance sheet is also strained, with debt-to-equity exceeding 22x and return on equity hovering near 7%. These factors prevent a neutral stance, pushing the long-term rating down to slightly bearish territory as the asset appears to be entering a value trap phase where past success masks current decay.

Model Selection — Backtest MAE (log-scale, lower is better)
ModelMAE
AutoARIMA ✓0.041022
AutoETS0.041023
AutoTheta0.043901
MSTL0.046993

Forecast horizon: 45 days | Selected: AutoARIMA

Forecast Reliability
Score 56%
H-stat 0.90
Ljung-Box p 0.000
Jarque-Bera p 0.982
Excess Kurtosis -0.07
Attribute Value
Sector Financial Services
Ex Dividend Date 2026-08-27
Last Dividend Date 2026-08-27
Debt to Equity Ratio 22.663
Revenue per Share 1.619
Market Cap 175,819,184
Trailing P/E 13.16
Forward P/E 22.67
Beta 0.43
Profit Margins 67.67%
Website https://www.babsoncapital.com/mpv

Dividend Data

Yield Summary
Last Yield 1yr Yield 3yr Avg 5yr Avg
2.27% 10.46% 9.03% 8.29%
Dividend History
Date Dividend Yield %
2026-08-28 0.37 2.267157
2026-05-29 0.37 2.167545
2025-12-30 0.37 2.276923
2025-11-03 0.37 1.893552
2025-08-29 0.37 1.855567
2025-05-30 0.37 2.101079
2024-12-30 0.47 2.767962
2024-11-04 0.37 2.189349
2024-08-26 0.37 2.321205
2024-05-31 0.36 2.348337
2023-12-28 0.35 2.305665
2023-11-03 0.34 2.583587
2023-08-25 0.32 2.358143
2023-05-30 0.28 2.278275
2022-12-29 0.24 1.927711
2022-11-04 0.22 1.856540
2022-08-26 0.20 1.583531
2022-05-27 0.20 1.600000
2021-12-29 0.20 1.358696
2021-11-05 0.20 1.405481
2021-07-30 0.20 1.463058
2021-04-30 0.20 1.483680
2020-12-30 0.20 1.686341
2020-10-30 0.20 1.876173
2020-07-31 0.20 1.730104
2020-05-01 0.20 1.745201
2019-12-30 0.27 1.648352
2019-11-01 0.27 1.580796
2019-08-02 0.27 1.624549
2019-05-03 0.27 1.740812
2018-12-28 0.27 1.806020
2018-10-26 0.27 1.836735
2018-08-03 0.27 1.844262
2018-05-04 0.27 1.849315
2017-12-28 0.27 1.928571
2017-10-27 0.27 1.864641
2017-07-28 0.27 1.881533
2017-05-02 0.27 1.881533
2016-12-28 0.27 1.909477
2016-11-03 0.27 1.832994
2016-07-28 0.27 1.864641
2016-04-28 0.27 1.955105
2015-12-29 0.27 1.953690
2015-11-02 0.27 1.992620
2015-07-30 0.27 2.101167
2015-04-29 0.27 2.156549
2014-12-29 0.27 2.011922
2014-10-30 0.27 1.992620
2014-07-30 0.27 2.037736
2014-04-24 0.27 2.091402
2013-12-27 0.27 2.114330
2013-10-24 0.27 1.980924
2013-08-01 0.27 1.878914
2013-04-25 0.27 1.880223
2012-12-27 0.27 1.934097
2012-10-25 0.27 1.851852
2012-07-26 0.27 1.821862
2012-05-03 0.27 1.928571
2011-12-28 0.42 2.658228
2011-10-27 0.27 1.712112
2011-07-28 0.27 1.764706
2011-04-20 0.27 1.839237
2010-12-29 0.25 1.789549
2010-10-28 0.25 1.792115
2010-07-29 0.25 1.974724
2010-04-22 0.25 1.993620
2009-12-29 0.25 2.035831
2009-10-22 0.25 2.153316
2009-07-30 0.25 2.000000
2009-04-30 0.25 2.448580
2008-12-29 0.25 2.741228
2008-10-29 0.25 2.401537
2008-07-30 0.25 2.008032
2008-05-01 0.25 1.830161
2007-12-27 0.50 3.717472
2007-10-25 0.25 1.797268
2007-07-25 0.25 1.797268
2007-05-03 0.25 1.555694
2006-12-27 0.47 3.182126
2006-10-26 0.24 1.567603
2006-07-26 0.24 1.631543
2006-04-28 0.24 1.655172
2005-12-28 0.29 2.053824
2005-10-27 0.24 1.848999
2005-07-27 0.24 1.671309
2005-04-28 0.24 1.879405
2004-12-29 0.36 2.696629
2004-10-28 0.24 1.882353
2004-07-28 0.29 2.645985
2004-05-05 0.21 1.807229
2003-12-29 0.36 3.243243
2003-10-29 0.20 1.893939
2003-07-29 0.20 2.010050
2003-04-30 0.20 2.042901
2002-12-27 0.20 2.207505
2002-10-29 0.20 2.089864
2002-07-30 0.22 2.238047
2002-05-01 0.24 2.352941
2001-12-27 0.24 2.681564
2001-10-29 0.24 2.436548
2001-08-01 0.24 2.035623
2001-05-04 0.24 2.264151
2000-12-27 0.79 7.348837
2000-10-27 0.24 2.370370
2000-07-27 0.24 2.415094
2000-05-04 0.24 2.577181
1999-12-29 0.65 6.459627
1999-10-27 0.24 2.313253
1999-07-28 0.24 2.169492
1999-05-03 0.24 2.075676
1998-12-29 0.42 3.518325
1998-10-28 0.24 1.959184
1998-07-29 0.24 1.949239
1998-05-04 0.24 1.939394
1997-12-29 0.39 3.354839
1997-10-29 0.22 2.000000
1997-07-29 0.21 1.976471
1997-05-01 0.20 2.105263
1996-12-27 0.41 4.432432
1996-10-29 0.19 2.000000
1996-07-29 0.19 2.140845
1996-04-26 0.19 2.111111
1995-12-27 0.19 2.111111
1995-10-27 0.18 2.086957
1995-07-27 0.18 2.181818
1995-04-25 0.18 2.285714
1994-12-23 0.16 2.245614
1994-11-01 0.16 2.169492
1994-07-27 0.16 2.064516
1994-04-26 0.17 2.158730
1993-12-27 0.17 2.092308
1993-10-27 0.18 2.149254
1993-07-28 0.18 2.215385
1993-04-27 0.18 2.181818
1992-12-24 0.18 2.440678
1992-10-26 0.18 2.285714
1992-07-28 0.18 2.181818
1992-04-24 0.22 2.707692
1991-12-24 0.22 2.514286
1991-10-25 0.22 2.588235
1991-07-25 0.22 2.707692
1991-04-24 0.22 2.750000
1990-12-24 0.22 3.200000
1990-10-25 0.22 3.520000
1990-07-25 0.22 2.933333
1990-04-24 0.22 2.838710
1989-12-22 0.23 2.830769
1989-10-27 0.22 2.666667
1989-07-25 0.22 2.478873
1989-04-26 0.21 2.470588
1988-12-23 0.14 1.382716
Additional Data
dividendRate 1.48
dividendYield 9.15
exDividendDate 2026-08-28
trailingAnnualDividendRate 1.48
trailingAnnualDividendYield 0.09367089
lastDividendValue 0.37
lastDividendDate 2026-08-28
dividendDate 2019-01-11

Info Dump

Attribute Value
52 Week Change -0.18481517
Address1 300 South Tryon Street
Address2 Suite 2500
All Time High 21.0
All Time Low 6.125
Ask 16.49
Ask Size 200
Average Daily Volume10 Day 29,360
Average Daily Volume3 Month 19,934
Average Volume 19,934
Average Volume10Days 29,360
Beta 0.428
Bid 16.0
Bid Size 100
Book Value 15.294
City Charlotte
Compensation As Of Epoch Date 1,388,448,000
Country United States
Crypto Tradeable 0
Currency USD
Current Price 16.32
Current Ratio 3.642
Custom Price Alert Confidence HIGH
Date Short Interest 1,786,665,600
Day High 16.49
Day Low 15.9
Debt To Equity 22.663
Dividend Date 1,547,164,800
Dividend Rate 1.48
Dividend Yield 9.15
Earnings Growth -0.696
Earnings Quarterly Growth -0.694
Earnings Timestamp End 1,709,838,000
Earnings Timestamp Start 1,709,838,000
Ebitda Margins 0.0
Enterprise To Revenue 11.773
Enterprise Value 205,295,360
Eps Forward 0.72
Eps Trailing Twelve Months 1.24
Esg Populated 0
Ex Dividend Date 1,787,875,200
Exchange NYQ
Exchange Data Delayed By 0
Exchange Timezone Name America/New_York
Exchange Timezone Short Name EDT
Fifty Day Average 16.2556
Fifty Day Average Change 0.06439972
Fifty Day Average Change Percent 0.0039616944
Fifty Two Week Change Percent -18.481518
Fifty Two Week High 20.58
Fifty Two Week High Change -4.26
Fifty Two Week High Change Percent -0.2069971
Fifty Two Week Low 15.05
Fifty Two Week Low Change 1.2699995
Fifty Two Week Low Change Percent 0.08438535
Fifty Two Week Range 15.05 - 20.58
Financial Currency USD
First Trade Date Milliseconds 593,703,000,000
Five Year Avg Dividend Yield 7.41
Forward Eps 0.72
Forward P E 22.666666
Free Cashflow 8,782,328
Full Exchange Name NYSE
Fullday Change 0.52
Fullday Change Percent 3.29114
Fullday Price 16.32
Gmt Off Set Milliseconds -14,400,000
Gross Margins 1.0
Gross Profits 17,437,648
Has Pre Post Market Data 1
Held Percent Insiders 0.0
Held Percent Institutions 0.23016001
Implied Shares Outstanding 10,773,235
Industry Asset Management
Industry Disp Asset Management
Industry Key asset-management
Is Earnings Date Estimate 0
Language en-US
Last Dividend Date 1,787,875,200
Last Dividend Value 0.37
Last Fiscal Year End 1,767,139,200
Long Business Summary Barings Participation Investors is a closed ended fixed income mutual fund launched and managed by Barings LLC. The fund invests in the fixed income markets of the United States. It primarily invests in below-investment grade, long-term corporate debt obligations which are directly purchased from its issuers. The fund also seeks to invest in warrants, conversion rights, or other equity related instruments. It benchmarks the performance of its portfolio against Standard and Poor's Industrials Composite, Russell 2000 Index, Lehman Brothers U.S. High Yield Index, and Lehman Brothers Intermediate U.S. Credit Index. The fund was formerly known as Babson Capital Participation Investors. Barings Participation Investors was formed on April 7, 1988 and is domiciled in the United States.
Long Name Barings Participation Investors
Market us_market
Market Cap 175,819,184
Market State CLOSED
Max Age 86,400
Message Board Id finmb_6932547
Most Recent Quarter 1,774,915,200
Net Income To Common 11,799,568
Next Fiscal Year End 1,798,675,200
Non Diluted Market Cap 174,203,209
Open 15.88
Operating Cashflow 5,501,308
Operating Margins 0.84518
Payout Ratio 1.2033
Phone 704 805 7200
Post Market Change 0.0
Post Market Change Percent 0.0
Post Market Price 16.32
Post Market Time 1,787,959,806
Previous Close 15.8
Price Hint 2
Price To Book 1.0670851
Price To Sales Trailing12 Months 10.082735
Profit Margins 0.67667
Quick Ratio 3.642
Quote Source Name Nasdaq Real Time Price
Quote Type EQUITY
Recommendation Key none
Region US
Regular Market Change 0.52
Regular Market Change Percent 3.29114
Regular Market Day High 16.49
Regular Market Day Low 15.9
Regular Market Day Range 15.9 - 16.49
Regular Market Open 15.88
Regular Market Previous Close 15.8
Regular Market Price 16.32
Regular Market Time 1,787,947,202
Regular Market Volume 52,235
Return On Assets 0.04651
Return On Equity 0.07101
Revenue Growth -0.051
Revenue Per Share 1.619
Sand P52 Week Change 0.20204377
Sector Financial Services
Sector Disp Financial Services
Sector Key financial-services
Shares Outstanding 10,773,235
Shares Percent Shares Out 0.0023
Shares Short 14,219
Shares Short Previous Month Date 1,784,073,600
Shares Short Prior Month 3,492
Short Name Barings Participation Investors
Short Ratio 1.07
Source Interval 15
State NC
Symbol MPV
Total Cash 7,863,034
Total Cash Per Share 0.73
Total Debt 37,339,196
Total Revenue 17,437,648
Tradeable 0
Trailing Annual Dividend Rate 1.48
Trailing Annual Dividend Yield 0.09367089
Trailing Eps 1.24
Trailing P E 13.16129
Trailing Peg Ratio None
Triggerable 1
Two Hundred Day Average 17.7763
Two Hundred Day Average Change -1.4563007
Two Hundred Day Average Change Percent -0.08192372
Type Disp Equity
Volume 52,235
Website https://www.babsoncapital.com/mpv
Zip 28,202