profit from every $100 of sales.
$0$100
Barings Participation Investors
$16.30+0.25% today
-16.2% in 1 year
1-year low $15.361-year high $20.24
Trading in the middle of its range for the past year.
The essentials
Four questions every investor asks, answered in one line each.
more sales each year, on average, 2022 to 2025.
0%20% a year
You pay $13.30 for every $1 of profit it makes in a year.
CheapExpensive
of earnings would pay off all its debt.
No debt5 years
Money in, money out
What Barings Participation Investors sold, what it kept, and what it did with the cash.
Sales went from $8.26 million in 2022 to $14.6 million in 2025, with $13.2 million of profit last year.
SalesProfit
Barings Participation Investors handed back more cash to shareholders than it generated last year.
$17M
Free cash flow 2025$9M
Bought back its own shares–
Paid as dividends$17M
Cash vs. debt$14M vs. $37M
Barings Participation Investors vs. similar companies
Barings Participation Investors grows the fastest of these 5 and is priced in the middle for its profits.
| Company | Profit from $100 of sales | Sales growth a year | Price per $1 of profit |
|---|---|---|---|
| Barings Participation Investors | 13.3× · Cheap | ||
 BlackRock | 34.0× · Expensive | ||
 Blackstone | 50.1× · Expensive | ||
 Investor | 8.4× · Cheap | ||
 Brookfield | 72.4× · Very expensive |
AI analysis
An AI analyst reads Barings Participation Investors's last five years, its segments, earnings, insiders and peers, and writes the bull case, the bear case and what the price expects.
Run the AI analysisFull statementsIncome, balance sheet and cash flow, year by year
Income statement
| In millions of USD | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|
| 8 | 20 | 19 | 15 | |
| – | – | – | – | |
| – | – | – | – | |
| – | – | – | – | |
| 7 | 18 | 17 | 13 | |
| 0.66 | 1.71 | 1.62 | – | |
| – | – | – | – | |
| – | – | – | – | |
| 84.2% | 92.3% | 91.8% | 90.4% |
Balance sheet
| In millions of USD | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|
| Total assets | 186 | 190 | 196 | 208 |
| Cash | 5 | 6 | 7 | 14 |
| Total debt | 24 | 22 | 23 | 37 |
| Total liabilities | 27 | 27 | 31 | 45 |
| 159 | 163 | 165 | 164 | |
| 11 | 11 | 11 | – | |
| – | – | – | – | |
| 4.4% | 11.1% | 10.4% | 8.1% |
Cash flow
| In millions of USD | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|
| -1 | 16 | 13 | 9 | |
| – | – | – | – | |
| -1 | 16 | 13 | 9 | |
| Dividends paid | 9 | 13 | 15 | 17 |
| – | – | – | – | |
| – | – | – | – |
Valuation
- 13.3×
- –
- –
- 1.1×
- 12.0×
- 20.5×
- –
- 4.9%
- 7.5%
- 8.9%
Profitability
- 88.2%
- 89.9%
- 90.4%
- 48.4%
- 7.2%
- 8.7%
- 8.0%
- 6.3%
- 7.4%
- –
Growth
- +21.0%
- –
- −17.3%
- +13.1%
- +0.3%
Financial health
- 2.8×
- 0.23
- 17.9%
- –
- –
- –
- 0.08
How it ranks in Financial Services
Each dot is where the company stands among every company over $300M in the sector. Further right is better.
Top 36%of 848
Top 4%of 736
Top 48%of 868
Top 23%of 867
Bottom 42%of 926
Recent earnings
Our results feed has not updated since May 21, 2026. Results reported after that are not in this table yet.
| Date | EPS | Expected | Surprise |
|---|---|---|---|
| Dec 31, 2025 | 0.65 | – | – |
| May 16, 2025 | 0.84 | – | – |
| Jun 30, 2024 | 0.39 | – | – |
| May 16, 2024 | 0.39 | – | – |
| Mar 7, 2024 | 0.88 | – | – |
| Nov 27, 2023 | 0.46 | – | – |
| Aug 17, 2023 | 0.46 | – | – |
| Jun 30, 2023 | 0.83 | – | – |
8.9%of the share price, paid each year
On $1,000 invested$89a year at today's yield, before tax
+13.1%2020 to 2025
Raised–not every year
Paid per share, each year
$1.08 in 2015 → $1.48 in 2025
How safe it looks
127.9% of its profit
Room to growStretchedMore than it earns: 197.4%
News
No recent news on file.
Insider trades
Our insider feed has not updated since May 26, 2026. Trades filed after that are not listed yet.
No insider trades on file.
The seven classic investing rulebooks
4/7Passes 4 of 7. Each bar is how well the company fits that investor's published rules, from 0 to 100; 60 or more counts as a pass.
Warren Buffett
60Pass
Benjamin Graham
78Pass
Philip Fisher
80Pass
Peter Lynch
97Pass
Joel Greenblatt
26No pass
Charlie Munger
57No pass
Terry Smith
54No pass
Questions about Barings Participation Investors
Is Barings Participation Investors a good stock to buy?
A strong, very profitable business, and the price looks low. 4 of the 7 famous investors' published rulebooks we apply pass it. Whether it suits you depends on your goals and the price you pay; invest-like never tells anyone to buy or sell. The AI analysis lays out the case for and against. Read the Barings Participation Investors AI analysis
What does Barings Participation Investors do?
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 is in Asset Management.
Does Barings Participation Investors pay a dividend?
Yes. At today's price the dividend is 8.9% a year, about 128% of its yearly profit. In 2025 it paid out $16.9 million in dividends.
Is Barings Participation Investors stock halal?
Yes. Barings Participation Investors passes our halal screen: its business is permitted and its debt is 21% of its market value, under the 30% limit. How we check
How has Barings Participation Investors stock done over the past year?
Down 16.2% over the past twelve months, to $16.30. It traded between $15.36 and $20.24 and is 19.5% below its high.
Who are Barings Participation Investors's competitors?
The largest listed companies in the same industry are BlackRock, Blackstone, Investor and Brookfield. The peers table on this page compares their profit, growth and price with Barings Participation Investors's.
Prices: daily closes to Nov 10, 2026. Fundamentals: company reports via invest-like data.