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Financial Services

Barings Participation Investors(MPV)

Live Price

Offline

$17.26

-0.80% today

1Y Change

-9.87%

Window

Jun 25, 2025 โ†’ Jun 17, 2026

Market Cap
$190.00M
Revenue Growth
-15.8%
EPS Growth
-24.1%
Dividend Yield
8.6%

Coverage: 246 bars ยท Jun 25, 2025 โ†’ Jun 17, 2026

Research Briefing

A compact read on the setup, peer context, quarterly changes, and recent earnings reaction.

Decision context

Research Snapshot

Barings Participation Investors (MPV) is a Financial Services stock with a market cap of $190.00M and listed on NYSE. The stock last traded around $17.26 and down 9.9% across the available one-year price window (Jun 25, 2025 โ†’ Jun 17, 2026). Baseline metrics include revenue growth of -15.8%, EPS growth of -24.1%, a dividend yield of 8.6%. What stands out right now is revenue -15.8%, EPS -24.1%, free cash flow -17.3% with operating margin 89.9% and ROIC 7.2%. The dividend matters to the case here, with a current yield around 8.6%. Valuation already assumes a fairly strong business story at P/E 14.0 and price/sales 10.9. Overall, the current profile looks closer to a income-oriented value setup than a generic broad-market placeholder. Stock Foundry combines MPV price history, valuation, growth, dividend context, earnings, analyst forecasts, news, related Financial Services peers on this page.

Sector Context

How this name stacks up against nearby peers on first-pass metrics.

Revenue Growth

Below sector median

-15.8% vs +3.4% peer median

Operating Margin

Above sector median

+89.9% vs +4.7% peer median

What Changed This Quarter

Latest report context and the signals most likely to have changed the story.

Latest report is on the board

2025 was reported on Dec 31, 2025, but the surprise data is still limited.

The operating picture looks softer than before

Revenue is at -15.8% and EPS is at -24.1%, with operating margin around 89.9%.

Shareholder return is still part of the story

The stock is still offering a dividend yield around 8.6%, which matters if the thesis depends on income as much as growth.

Earnings Reaction Memory

How the stock has tended to move after recent reports.

Across the last 3 reported quarters, the stock averaged +8.1% over the next 5 trading days and finished higher after 3 of those reports.

View quarter-by-quarter reaction table
QuarterEPS ฮ”1D5D20D
2025
Dec 31, 2025
โ€”+3.3%+11.8%+12.4%
2025
May 16, 2025
โ€”+2.9%+6.2%-1.3%
2024
Jun 30, 2024
โ€”+2.9%+6.2%-1.3%

Benchmark Edge

MPV vs SPY, QQQ, and Sector ETFs

Normalized return, excess return, max drawdown, and calendar-year wins against the benchmarks investors actually use.

Shared 1Y chart + MAX history table

MPV

โ€”

Normalized return

SPY

--

S&P 500

Excess Return

--

Relative to SPY

MPV Max Drawdown

-21.38%

Trailing 1Y

SPY Max Drawdown

โ€”

Trailing 1Y

Benchmark comparison is loading or unavailable right now.

Calendar-Year Returns

Uses the longest available daily history for MPV and SPY.

Calendar-year return history is still loading or unavailable.
Barings Participation Investors logo

Company Overview

Barings Participation Investors

New York Stock Exchange

Charlotte, NC, US
Visit babsoncapital.comCall IR704 805 7200

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.

Leadership
Clifford Michael Noreen
IPO Date
Oct 24, 1988
Street Address
300 South Tryon Street
Mailing
Charlotte, NC, 28202
Region
Charlotte, NC, US
Reporting Currency
USD
Investor Line
704 805 7200
Last Updated
May 2, 2026
CIK: 0000831655ISIN: US06761A1034CUSIP: 06761A103
Reports in USDSEC Registered

Key Fundamentals

Valuation, growth, profitability, and balance sheet signals.

Valuation

P/E
14.0
EV/EBITDA
25.3
Price/Sales
10.9
Price/Book
1.1

Growth

Revenue
-15.8%
EPS
-24.1%
Free Cash Flow
-17.3%

Profitability

Gross Margin
88.2%
Operating Margin
89.9%
Net Margin
77.4%
ROE
8.0%
ROIC
7.2%

Balance Sheet

Debt/Equity
0.23
Current Ratio
โ€”

Earnings Reports

๐Ÿ“… Last reportedDec 31, 2025
PeriodB/MEPSEPS ฮ”RevenueRev ฮ”
โ€”
Dec 31, 25
0.65
Est โ€”
โ€”
8189.8B
Est โ€”
โ€”
โ€”
May 16, 25
0.84
Est โ€”
โ€”
11086.0B
Est โ€”
โ€”
โ€”
Jun 30, 24
0.39
Est โ€”
โ€”
4990.2B
Est โ€”
โ€”
โ€”
May 16, 24
0.39
Est โ€”
โ€”
4990.2B
Est โ€”
โ€”
โ€”
Mar 7, 24
0.88
Est โ€”
โ€”
9955.7B
Est โ€”
โ€”
โ€”
Nov 27, 23
0.46
Est โ€”
โ€”
5277.9B
Est โ€”
โ€”
โ€”
Aug 17, 23
0.46
Est โ€”
โ€”
5152.7B
Est โ€”
โ€”
โ€”
Jun 30, 23
0.83
Est โ€”
โ€”
9940.5B
Est โ€”
โ€”
โ€”
Dec 31, 22
0.64
Est โ€”
โ€”
7156.3B
Est โ€”
โ€”
โ€”
Sep 30, 22
0.33
Est โ€”
โ€”
3821.0B
Est โ€”
โ€”
โ€”
Sep 8, 22
0.02
Est โ€”
โ€”
6497.1B
Est โ€”
โ€”
โ€”
Aug 18, 22
0.14
Est โ€”
โ€”
2970.1B
Est โ€”
โ€”
โ€”
Dec 31, 21
1.23
Est โ€”
โ€”
11284.5B
Est โ€”
โ€”
โ€”
Sep 30, 21
0.95
Est โ€”
โ€”
2798.2B
Est โ€”
โ€”
โ€”
Jun 30, 21
1.17
Est โ€”
โ€”
6845.9B
Est โ€”
โ€”
โ€”
Apr 23, 21
1.20
Est โ€”
โ€”
5411.7B
Est โ€”
โ€”

Latest News

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Official Releases

Company announcements and filings-style updates.

Official
No official releases available

Next Step

Keep the research moving

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