Barings Participation Investors MPV FINANCIAL
Company Overview
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.
Why Investors Should Care
Net profit has compounded at 23.9% per year over the last five years.
Revenue has grown at a 21.0% CAGR over the past five years.
Trades at a P/E of 10.6, below the sector median of 12.9.
Maintains a net profit margin of 99.9%.
Carries low leverage with a debt-to-equity ratio of 0.22.
Offers a dividend yield of 8.69%.
Recent Developments
- Dec 2025 Revenue of $14.64M (-22.1% YoY); net profit $13.23M.
- Trailing 12 Months Year-on-year growth — revenue -5.3%, earnings +127.1%.
- 5-Year Trend Long-term compounding — revenue CAGR 21.0%, profit CAGR 23.9%.
Growth & Price Performance
Compounded Sales Growth
| 5 Years: | 21.00% |
| 1 Year: | -5.30% |
Compounded Profit Growth
| 5 Years: | 23.87% |
| 1 Year: | 127.10% |
Stock Price Performance
| 1 Year: | -2.42% |
| 6 Months: | -4.21% |
| 3 Months: | +5.07% |
| 1 Month: | +5.84% |
Highlights auto-generated from reported financials and price data; not investment advice. Verify with official filings before acting.
- Price vs 50-DMAAbove
- Price vs 200-DMABelow
- RSI (14)64.35 · Neutral
P/E of 10.58 is below the sector median of 12.89 — relatively cheaper than peers.
Auto-generated from price history and fundamentals; not investment advice.
Price Chart
Technical Trend
Computed from daily close history using EMA cross, slope, and RSI signals.
Note: intraday data is not stored locally. “Hourly” uses the most recent 10 daily candles as a short-term proxy.
Fundamental Growth Charts
No fundamental data available for this stock.
Interactive charts for Revenue, Net Income, EBITDA, Free Cash Flow, EPS, ROE, ROCE, Gross/Net/Operating Margin and more — switch metric and period using the dropdowns above. CAGR is computed across the displayed window (quarterly CAGR is annualised). Visual growth charts make it easy to spot multi-year compounding trends at a glance — far faster than reading raw numbers in a table.
PROS
- Excellent profit margin of 99.9%.
- Compounding revenue at 21.0% over 5 years.
- Profit CAGR of 23.9% over 5 years.
- Attractive dividend yield of 8.69%.
- Generates positive free cash flow.
CONS
- In a downtrend (50-DMA below 200-DMA).
* The pros and cons are auto-generated from financial metrics.
Valuation
Growth (CAGR)
Profitability & Returns
Balance Sheet & Liquidity
Ownership
Financial Snapshot
Peer comparison
Peer companies in the same sector (Financial Services).
| # | Name | CMP $ | P/E | Mkt Cap | Div Yld % | ROCE % | ROE % | Rev CAGR 5Y % | Profit CAGR 5Y % |
|---|---|---|---|---|---|---|---|---|---|
| 1 | MPV Barings Participation Investors FINANCIAL | 16.93 | 10.58 | $182.71M | 8.69% | - | 10.14% | 21.00% | 23.87% |
| 2 | JPM JPMorgan Chase & Co. SPXR3KFINANCIAL | 353.51 | 15.15 | $939.70B | 1.72% | - | 17.79% | 12.50% | 14.83% |
| 3 | BRK-B Berkshire Hathaway Inc. SPXFINANCIAL | 505.83 | 12.72 | $712.23B | 0.00% | - | 12.12% | 4.18% | 9.44% |
| 4 | V Visa Inc. SPXR3KFINANCIAL | 368.64 | 31.35 | $628.20B | 0.72% | 37.15% | 61.19% | 14.33% | 13.04% |
| 5 | MA Mastercard Incorporated SPXR3KFINANCIAL | 570.89 | 31.44 | $496.37B | 0.62% | 60.19% | - | 12.29% | 19.21% |
| 6 | BAC Bank of America Corporation SPXR3KFINANCIAL | 62.39 | 14.41 | $436.28B | 2.04% | - | 11.20% | 3.14% | 4.27% |
| 7 | BRK-A Berkshire Hathaway Inc. FINANCIAL | 757,791.00 | 12.71 | $370.14B | 0.00% | - | 12.12% | 7.60% | 10.02% |
| 8 | HSBC HSBC Holdings plc FINANCIAL | 106.26 | 15.18 | $363.70B | 3.65% | - | 13.10% | 9.75% | 12.72% |
| 9 | MS Morgan Stanley SPXR3KFINANCIAL | 216.24 | 17.48 | $339.62B | 2.26% | - | 17.97% | 3.76% | 9.66% |
Financial Statements Quarterly Results · Profit & Loss · Balance Sheet · Cash Flows · Ratios
Profit & Loss (Annual)
Figures in USD.
| Metric | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|
| Revenue | - | 8.26M | 19.63M | 18.78M | 14.64M |
| Cost of Revenue | - | - | - | - | - |
| Gross Profit | - | - | - | - | - |
| Operating Expenses | - | 924.15K | 1.07M | 1.11M | 1.09M |
| Operating Income | - | - | - | - | - |
| EBITDA | - | - | - | - | - |
| Interest Expense | - | 1.01M | 1.25M | 1.52M | 1.80M |
| Pretax Income | - | 7.34M | 18.56M | 17.67M | 13.54M |
| Tax Provision | - | 377.85K | 441.37K | 425.20K | 315.20K |
| Net Income | - | 6.96M | 18.12M | 17.25M | 13.23M |
| Diluted EPS | 2.39 | 0.66 | 1.71 | 1.62 | - |
Balance Sheet (Annual)
Figures in USD.
| Metric | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|
| Total Assets | 186.12M | 190.48M | 196.21M | 208.34M |
| Current Assets | - | - | - | - |
| Cash & Equivalents | 4.88M | 6.49M | 7.00M | 13.79M |
| Inventory | - | - | - | - |
| Receivables | 2.63M | 3.19M | 5.11M | 2.91M |
| Total Liabilities | 27.20M | 27.11M | 31.09M | 44.52M |
| Current Liabilities | - | - | - | - |
| Long Term Debt | - | - | - | - |
| Total Debt | 23.50M | 21.57M | 23.36M | 37.33M |
| Total Equity | 158.92M | 163.37M | 165.12M | 163.82M |
| Shares Outstanding | 10.60M | 10.60M | 10.68M | 10.76M |
Cash Flows (Annual)
Figures in USD.
| Metric | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|
| Operating Cash Flow | - | -553.81K | 15.86M | 12.91M | 8.57M |
| Investing Cash Flow | - | - | - | - | - |
| Financing Cash Flow | - | -6.18M | -14.26M | -12.40M | -1.78M |
| Capital Expenditure | - | - | - | - | - |
| Free Cash Flow | - | -553.81K | 15.86M | 12.91M | 8.57M |
| Net Change in Cash | - | -6.74M | 1.60M | 513.78K | 6.79M |
Ratios (Annual)
Figures in %.
| Metric | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|
| Gross Margin % | - | - | - | - | - |
| Operating Margin % | - | - | - | - | - |
| Net Margin % | - | 84.2% | 92.3% | 91.8% | 90.4% |
| ROE % | - | 4.4% | 11.1% | 10.4% | 8.1% |
| ROCE % | - | - | - | - | - |
Shareholding Pattern
Top Institutional Holders
| # | Holder | % Held | Shares | Value |
|---|---|---|---|---|
| 1 | Barings LLC | 2.68% | 289.15K | $4.93M |
| 2 | Benjamin Edwards, Inc. | 2.66% | 286.60K | $4.88M |
| 3 | Morgan Stanley | 2.62% | 282.70K | $4.82M |
| 4 | TSP Capital Management Group, LLC | 2.57% | 276.67K | $4.71M |
| 5 | Osaic Holdings Inc. | 2.02% | 217.89K | $3.71M |
| 6 | LPL Financial LLC | 2.01% | 216.42K | $3.69M |
| 7 | Commonwealth Equity Services, LLC | 1.34% | 143.91K | $2.45M |
| 8 | Cetera Investment Advisers | 1.05% | 112.61K | $1.92M |
| 9 | Smith Asset Management Co., LLC | 0.63% | 68.01K | $1.16M |
| 10 | Bank of America Corporation | 0.46% | 49.79K | $848.40K |
Analyst View
Analyst aggregate. Targets and ratings update periodically; not investment advice.
Latest News
Recent headlines for MPV
LI Stock Continues To Hover Near 52-Week Low Despite New, Cheaper MPV Launch - Stocktwits
<a href="https://news.google.com/rss/articles/CBMi1gFBVV95cUxQZlYxNzZjRkplY1gzZXZOUHdycXBwREFUTTdKS0VaMk5Kb3lwd2JTVm1IbW54YVFpVHNxT3JzSkk4eWY5MTBqb2ZnN0NVZmxtYVA4M1Z4YkJpTk1OSXE2YXRFb1RaR3FpSEx4enJWUE56N0l1bWdmWnE1U3duNkdLMWNhRVRqdUh5LXRkX0…
LI Stock Continues To Hover Near 52-Week Low Despite New, Cheaper MPV Launch - tradingview.com
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Barings Participation Sets $0.37 Quarterly Dividend for Sept. 11 - Stock Titan
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Barings Participation Investors (NYSE:MPV) Short Interest Up 77.2% in August - marketbeat.com
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Barings Participation Investors (MPV) Shares Surge 4.2% -- What GF Score of 62 Tells Investors - gurufocus.com
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(MPV) Movement Within Algorithmic Entry Frameworks - Stock Traders Daily
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MPV — Frequently Asked Questions
What is the current share price of Barings Participation Investors (MPV)?
As of 2026-09-19 21:16 PDT, Barings Participation Investors (MPV) trades at $16.93 on NYSE. Its 52-week range is $15.01 to $19.07.
What is the market capitalisation of MPV?
Barings Participation Investors (MPV) has a market capitalisation of $182.71M on NYSE.
What is the P/E ratio of MPV?
MPV trades at a trailing price-to-earnings (P/E) ratio of 10.58. The industry average P/E is 12.89. Its price-to-book (P/B) ratio is 1.08.
Does MPV pay a dividend?
Barings Participation Investors (MPV) currently offers a dividend yield of 8.69%.
What is the return on equity (ROE) of MPV?
MPV has a return on equity (ROE) of 10.14%.
Is MPV a good stock to buy?
This page provides a data-driven analysis of Barings Participation Investors (MPV), including valuation ratios, profitability, growth trends, auto-generated pros and cons, peer comparison and AI exposure. Review these fundamentals alongside your own research and risk tolerance. This is informational content, not investment advice.