Truist Securities lowers Main Street Capital stock price target to $60 from $64

Published 15/10/2025, 12:50
Truist Securities lowers Main Street Capital stock price target to $60 from $64

Investing.com - Truist Securities has reduced its price target for Main Street Capital (NYSE:MAIN) to $60.00 from $64.00 while maintaining a Hold rating on the stock. The company, currently trading at $58.38 with a P/E ratio of 9.64x, offers an attractive 6.78% dividend yield and has maintained dividend payments for 19 consecutive years, according to InvestingPro data.

The adjustment reflects lower peer multiples in the business development company (BDC) sector, according to the firm’s analysis.

Truist Securities analyst noted that the rise in Net Asset Value (NAV) and decrease in non-accruals are positive indicators for BDC coverage, as portfolio quality concerns have been significant for some investors.

The firm has slightly lowered its estimates for Main Street Capital due to a smaller investment portfolio than previously projected.

Despite the price target reduction, Truist Securities maintained its Hold rating on Main Street Capital stock, suggesting a neutral outlook on the company’s near-term performance.

In other recent news, Main Street Capital Corporation announced its preliminary third-quarter 2025 results, estimating net investment income between $0.95 and $0.99 per share. The company also reported distributable net investment income ranging from $1.01 to $1.05 per share. Main Street Capital’s net asset value per share increased to between $32.74 and $32.82, marking the thirteenth consecutive quarter of record NAV per share. Additionally, Main Street Capital completed the issuance of $350 million in 5.40% notes due in 2028, with J.P. Morgan Securities LLC leading the underwriting. The notes will mature on August 15, 2028, and bear interest at an annual rate of 5.40%, payable semiannually. On the analyst front, RBC Capital raised its price target for Main Street Capital from $52 to $67 while maintaining an Outperform rating, following the company’s second-quarter results. Truist Securities also increased its price target from $54 to $64, citing the success of Main Street’s Lower Middle Market strategy. These developments reflect ongoing momentum and strategic positioning within the company.

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