MSIF · MSC Income Fund, Inc.
MSC Income Fund Inc (MSIF)
What's happening
- MSIF is down 0.43% today, trading at $11.47. — Live quote
- Volume today (4,460) is well below its 3-month average of 248,760. (Finnhub fundamentals)
- Reports earnings on 2026-11-05, 15 days away. (Finnhub earnings calendar)
- Last quarter's EPS missed estimates: $0.26 actual vs. $0.37 estimated (-30.2%). (Finnhub earnings history)
Deterministic template sentences filled in from the same sourced figures shown elsewhere on this page -- not an AI-written summary, no live model call.
Key Statistics
Analyst Recommendations
Aggregate ratings for 2026-10-01 (14 analysts polled by Finnhub) — consensus count.
Performance Overview (Trailing returns vs S&P 500 benchmark)
Earnings Trends (Quarterly EPS Actual vs Estimate)
Valuation Measures & Ratios
Quarterly history (5 periods)
| Measure | Jun '26 | Mar '26 | Sep '25 | Jun '25 | Mar '25 |
|---|---|---|---|---|---|
| Market cap | — | $442.8M | $902.7M | $673.0M | $642.7M |
| P/E | — | 6.16 | 13.66 | 11.67 | 12.37 |
| Price/Book | — | 0.62 | 1.23 | 0.93 | 0.89 |
| ROE | — | 9.99% | 9.00% | 7.98% | 7.23% |
| ROA | — | 5.10% | 5.09% | 4.46% | 3.93% |
Trailing-twelve-month ratios computed from SEC EDGAR quarterly figures and historical daily close prices (Alpaca). Diluted shares are derived from Net income ÷ EPS (diluted) for each quarter, not separately reported. Forward P/E/PEG unavailable (no free data source).
Glossary — what these abbreviations mean
- 1. TTM
- Trailing twelve months — the sum of the last four reported quarters, not a calendar year or the single latest quarter.
- 2. EPS
- Earnings per share — net income divided by diluted shares outstanding.
- 3. Beta
- A stock's historical volatility relative to the overall market. Above 1 means it has moved more than the market; below 1, less.
- 4. EV (Enterprise Value)
- Market cap plus total debt minus cash — roughly what it would cost to buy the whole company, debt included.
- 5. Forward P/E
- Price divided by analysts' estimated earnings for the next 12 months, instead of trailing actual earnings.
- 6. PEG Ratio
- P/E divided by expected earnings growth rate. A lower number can indicate a stock is cheap relative to how fast it's expected to grow.
- 7. Price / Book
- Share price divided by book value (assets minus liabilities) per share.
- 8. ROE
- Return on equity — net income divided by shareholders' equity, a measure of how efficiently a company turns equity into profit.
- 9. ROA
- Return on assets — net income divided by total assets, a measure of how efficiently a company turns assets into profit.
- 10. MRQ
- Most recent quarter — the single latest reported period, as opposed to TTM. The Financials section's "Quarterly" view below shows MRQ-style figures.
- 11. YoY
- Year over year — percent change versus the same period one year earlier, used for growth figures like those on Compare cards and the Screener.
Short Interest
Source: FINRA Rule 4560 consolidated short interest, settlement date 2026-09-30. Reported bi-monthly with a reporting lag — not real-time.
Quotes and the 1-day extended-hours chart: Yahoo Finance. Longer historical charts: Alpaca (IEX feed) — real-time but IEX-only volume (~2.5% of consolidated market volume). Fundamentals + earnings: Finnhub.
Price history
Drag horizontally to zoom into a section; use Reset view to restore all observations.
Technical signal summary
Calculating from the latest year of daily price history…
Show Technical Analysis Breakdown ▾ 10 Indicators
Not investment advice — read several signals together.
Indicators None active
History limited by data provider; markers are heuristics, not signals.
Peer and sector context
Balanced evidence
A deterministic summary of sourced facts—not an AI verdict.
Potential strengths
- Revenue growth is 0.2% on the provider's reported measure. Finnhub fundamentals ↗
- Net profit margin is 70.7%. Finnhub fundamentals ↗
Potential concerns
- Trailing 52-week price return is -12.6%. Finnhub market metrics ↗
- Latest SEC filing is Form 8-K, filed 2026-10-08; review it for current changes and risks. SEC EDGAR ↗
Rule-based facts only; absence from either side is not evidence, and this is not a recommendation.
More on MSIF
No accessible free API for these — links go to the source directly.
Financials
Fundamental trends
Visualized from the same SEC figures in the tables below.
Income statement
| Line item | Jun '26 | Mar '26 | Sep '25 | Jun '25 | Mar '25 | Sep '24 | Jun '24 | Mar '24 |
|---|---|---|---|---|---|---|---|---|
| Net income | $29.3M | $13.2M | $26.5M | $16.3M | $15.9M | $7.4M | $18.1M | $10.6M |
| EPS (diluted) | — | $0.35 | $0.35 | $0.35 | $0.35 | $0.32 | $0.33 | $0.35 |
| EPS (basic) | — | $0.35 | $0.35 | $0.35 | $0.35 | $0.32 | $0.33 | $0.35 |
Balance sheet
| Line item | Jun '26 | Mar '26 | Dec '25 | Sep '25 | Jun '25 | Mar '25 | Dec '24 | Sep '24 |
|---|---|---|---|---|---|---|---|---|
| Total assets | $1.44B | $1.41B | $1.38B | $1.30B | $1.29B | $1.32B | $1.22B | $1.23B |
| Total liabilities | $695.0M | $690.4M | $642.4M | $563.7M | $570.3M | $603.5M | $599.8M | $608.8M |
| Stockholders' equity | $748.8M | $719.5M | $738.7M | $734.4M | $722.8M | $718.9M | $624.9M | $618.5M |
| Cash & equivalents | $28.1M | $15.6M | $20.6M | $18.1M | $28.3M | $39.5M | $28.4M | $48.9M |
| Long-term debt | $661.2M | $649.1M | $602.8M | $528.7M | $538.6M | $570.2M | $565.1M | $556.1M |
| Common stock & paid-in capital | $45.0K | $45.0K | $47.0K | $47.0K | $47.0K | $47.0K | $40.0K | $80.0K |
| Retained earnings | -$17.2M | -$46.5M | -$43.4M | -$56.9M | -$66.4M | -$65.7M | -$64.7M | -$71.5M |
Cash flow
| Line item | Jun '26 | Mar '26 | Dec '25 | Sep '25 | Jun '25 | Mar '25 | Dec '24 | Sep '24 |
|---|---|---|---|---|---|---|---|---|
| Operating cash flow | $16.9M | -$18.4M | -$45.5M | $14.7M | $32.9M | -$72.5M | -$14.7M | $26.5M |
| Financing cash flow | -$4.4M | $13.3M | $48.0M | -$24.9M | -$44.1M | $83.6M | -$5.9M | -$7.0M |
| Deferred income taxes | $4.1M | $796.0K | $4.2M | $1.6M | $1.6M | -$1.9M | -$7.5M | $785.0K |
| Share repurchases | $0 | $16.0M | $9.0M | $2.5M | $146.0K | $0 | $4.0M | $4.0M |
| Debt issued | $0 | $150.0M | — | — | $0 | $0 | — | — |
Income statement
| Line item | Dec '25 | Dec '24 | Dec '23 | Dec '22 | Dec '21 |
|---|---|---|---|---|---|
| Net income | $88.7M | $56.6M | $66.2M | $45.6M | $73.6M |
| EPS (diluted) | $1.33 | $1.34 | $1.38 | $1.32 | $0.67 |
| EPS (basic) | $1.33 | $1.34 | $1.38 | $1.32 | $0.67 |
Balance sheet
| Line item | Dec '25 | Dec '24 | Dec '23 | Dec '22 | Dec '21 |
|---|---|---|---|---|---|
| Total assets | $1.38B | $1.22B | $1.14B | $1.11B | — |
| Total liabilities | $642.4M | $599.8M | $517.6M | $497.5M | — |
| Stockholders' equity | $738.7M | $624.9M | $622.3M | $609.7M | $613.2M |
| Cash & equivalents | $20.6M | $28.4M | $30.8M | $21.3M | — |
| Long-term debt | $602.8M | $565.1M | $484.8M | $470.5M | — |
| Common stock & paid-in capital | $47.0K | $40.0K | $40.0K | $80.0K | — |
| Retained earnings | -$43.4M | -$64.7M | -$63.9M | -$74.6M | — |
Cash flow
| Line item | Dec '25 | Dec '24 | Dec '23 | Dec '22 | Dec '21 |
|---|---|---|---|---|---|
| Operating cash flow | -$70.3M | -$28.1M | $50.2M | $76.7M | -$191.1M |
| Financing cash flow | $62.6M | $25.7M | -$40.8M | -$81.2M | $167.9M |
| Deferred income taxes | $5.6M | -$3.9M | $2.9M | $362.0K | $0 |
| Share repurchases | $11.6M | $20.7M | $24.4M | $16.0M | $10.1M |
Source: SEC EDGAR XBRL filings (10-Q/10-K), as originally tagged by the company. Quarterly cash flow is reconstructed by de-cumulating fiscal-year-to-date figures (how cash flow is tagged in 10-Qs); other quarterly lines are reported directly.
Institutional holders
SEC Form 13F filers holding MSIF as of the latest reported quarter. 13F only covers investment managers with $100M+ in assets — this is not a complete ownership picture, and does not include insiders (see Recent SEC filings below) or non-13F-eligible holders.
Insider activity
Directors, officers, and 10%+ owners' reported transactions from SEC Form 4. A filing reports a transaction; it does not by itself explain why it happened.
Source: SEC EDGAR Form 4 filings · checked 25 most recent filings · covers 2025-10-31 to 2026-08-26
Recent transactions
- Insiders have net bought 23,777 shares over the last 182 days, across 9 purchases and 0 sales.
- Most recent: Marks Nataly Michelle (Reporting person) — Open market purchase of 950 shares on 2026-08-26.
Deterministic template sentences filled in from the SEC Form 4 figures in the tables below -- not an AI-written summary, no live model call.
Insider purchases & sales, last 6 months
Counts only open-market purchases (code P) and sales (code S) — grants, option exercises, tax withholding, and gifts are excluded since they aren't a market buy/sell decision.
Insider roster
| Name | Title | Most Recent Transaction | Date | Shares |
|---|---|---|---|---|
| Marks Nataly Michelle | Reporting person | Open market purchase | 2026-08-26 | 950 |
| Hyzak Dwayne L. | CEO, SMD | Open market purchase | 2026-06-30 | 5,969 |
| Meserve Nicholas | Managing Director | Open market purchase | 2026-06-23 | 2,500 |
| Gilbert Cory | CFO and Treasurer | Open market purchase | 2026-06-11 | 1,000 |
| Walker Jeffrey B. | Reporting person | Open market purchase | 2026-06-05 | 3,933 |
| Niemann John O. Jr. | Reporting person | Open market purchase | 2026-05-15 | 4,922 |
| Magdol David L. | PRESIDENT, CIO AND SMD | Other acquisition/disposition | 2026-05-01 | 275 |
| Beauvais Jason B | EVP, GC, SECRETARY | Other acquisition/disposition | 2026-05-01 | 141 |
Recent transactions
| Date | Insider | Title | Transaction | Shares | Price |
|---|---|---|---|---|---|
| 2026-08-26 | Marks Nataly Michelle | Reporting person | Open market purchase | 950 | $12.70 |
| 2026-06-30 | Hyzak Dwayne L. | CEO, SMD | Open market purchase | 5,969 | $11.68 |
| 2026-06-23 | Meserve Nicholas | Managing Director | Open market purchase | 2,500 | $11.43 |
| 2026-06-11 | Gilbert Cory | CFO and Treasurer | Open market purchase | 1,000 | $11.78 |
| 2026-06-09 | Hyzak Dwayne L. | CEO, SMD | Open market purchase | 4,157 | $11.69 |
| 2026-06-09 | Hyzak Dwayne L. | CEO, SMD | Open market purchase | 117 | $11.67 |
| 2026-06-05 | Walker Jeffrey B. | Reporting person | Open market purchase | 3,933 | $12.02 |
| 2026-06-04 | Walker Jeffrey B. | Reporting person | Open market purchase | 229 | $12.03 |
| 2026-05-15 | Niemann John O. Jr. | Reporting person | Open market purchase | 4,922 | $12.10 |
| 2026-05-01 | Gilbert Cory | CFO and Treasurer | Other acquisition/disposition | 121 | $12.32 |
| 2026-05-01 | Magdol David L. | PRESIDENT, CIO AND SMD | Other acquisition/disposition | 275 | $13.31 |
| 2026-05-01 | Walker Jeffrey B. | Reporting person | Other acquisition/disposition | 600 | $12.99 |
| 2026-05-01 | Hyzak Dwayne L. | CEO, SMD | Other acquisition/disposition | 344 | $13.31 |
| 2026-05-01 | Beauvais Jason B | EVP, GC, SECRETARY | Other acquisition/disposition | 141 | $12.97 |
| 2026-03-31 | Gilbert Cory | CFO and Treasurer | Open market purchase | 825 | $12.20 |
| 2026-03-27 | Marks Nataly Michelle | Reporting person | Open market purchase | 1,000 | $12.61 |
| 2026-03-09 | Niemann John O. Jr. | Reporting person | Open market purchase | 1,887 | $12.42 |
| 2026-01-30 | Gilbert Cory | CFO and Treasurer | Other acquisition/disposition | 110 | $12.95 |
| 2026-01-30 | Walker Jeffrey B. | Reporting person | Other acquisition/disposition | 483 | $12.95 |
| 2026-01-30 | Beauvais Jason B | EVP, GC, SECRETARY | Other acquisition/disposition | 138 | $12.95 |
| 2026-01-30 | Magdol David L. | PRESIDENT, CIO AND SMD | Other acquisition/disposition | 275 | $12.95 |
| 2026-01-30 | Hyzak Dwayne L. | CEO, SMD | Other acquisition/disposition | 344 | $12.95 |
| 2025-12-30 | Hyzak Dwayne L. | CEO, SMD | Open market purchase | 3,712 | $13.43 |
| 2025-10-31 | Walker Jeffrey B. | Reporting person | Other acquisition/disposition | 481 | $12.64 |
| 2025-10-31 | Niemann John O. Jr. | Reporting person | Other acquisition/disposition | 759 | $12.64 |
| 2025-10-31 | Gilbert Cory | CFO and Treasurer | Other acquisition/disposition | 100 | $12.64 |
| 2025-10-31 | Gilbert Cory | CFO and Treasurer | Other acquisition/disposition | 5 | $12.64 |
| 2025-10-31 | Magdol David L. | PRESIDENT, CIO AND SMD | Other acquisition/disposition | 274 | $12.64 |
Recent SEC filings
Official company reports and insider transaction filings. Form 4 reports a transaction; it does not by itself explain why it happened.
Source: SEC EDGAR submissions · updated 2026-10-21 23:37 UTC
| Filed | Form | Report period | Official filing |
|---|---|---|---|
| 2026-10-08 | 8-K | 2026-10-08 | View on SEC.gov → |
| 2026-09-01 | 8-K | 2026-08-31 | View on SEC.gov → |
| 2026-08-27 | 4 | 2026-08-26 | View on SEC.gov → |
| 2026-08-07 | 10-Q | 2026-06-30 | View on SEC.gov → |
| 2026-08-06 | 8-K | 2026-08-06 | View on SEC.gov → |
| 2026-08-06 | 8-K | 2026-08-06 | View on SEC.gov → |
| 2026-08-05 | 8-K | 2026-08-05 | View on SEC.gov → |
| 2026-07-09 | 8-K | 2026-07-09 | View on SEC.gov → |
| 2026-06-30 | 4 | 2026-06-30 | View on SEC.gov → |
| 2026-06-30 | 8-K | 2026-06-30 | View on SEC.gov → |
| 2026-06-25 | 4 | 2026-06-23 | View on SEC.gov → |
| 2026-06-15 | 4 | 2026-06-11 | View on SEC.gov → |
Recent news
Headlines about MSIF (MSC Income Fund, Inc.). Links open the publisher — we don’t host full articles.
-
MSC Income Fund (NYSE:MSIF) Stock Now Rated "Moderate Buy" by Sell-Side Analysts
MarketBeat · 2026-10-21 -
CC,CDNL,ANGX,IDAI,BCDA,AMRC,CUEN,LIEN,STRR,FISV,MSIF,RSG,CWBC,SELF,PSNY,SPG,FRST,REFI,EQPT,MTDR,AFCG,AWRE,SRTS,BGDE | Stock Prices | Quote Comparison - Yahoo Finance
Yahoo! Finance Canada · 2026-10-20 -
ANGX,CDNL,CC,IDAI,BCDA,AMRC,CUEN,LIEN,FISV,STRR,MSIF,RSG,CWBC,SELF,SPG,PSNY,FRST,REFI,EQPT,MTDR,AFCG,SRTS,BGDE,ACON | Stock Prices | Quote Comparison
Yahoo! Finance Canada · 2026-10-19 -
CDNL,ANGX,CC,IDAI,BCDA,AMRC,CUEN,LIEN,STRR,FISV,MSIF,RSG,SELF,CWBC,SPG,PSNY,TISI,FRST,REFI,MTDR,AFCG,AWRE,BGDE,ACON | Stock Prices | Quote Comparison
Yahoo! Finance Canada · 2026-10-18 -
(MSIF) and the Role of Price-Sensitive Allocations
Stock Traders Daily · 2026-10-18 -
CDNL,ANGX,CC,BCDA,IDAI,AMRC,CUEN,LIEN,STRR,FISV,MSIF,RSG,CWBC,SELF,PSNY,SPG,FRST,TISI,MTDR,RVSB,AWRE,AFCG,BGDE,ACON | Stock Prices | Quote Comparison
Yahoo! Finance Canada · 2026-10-18 -
CC,CDNL,ANGX,IDAI,BCDA,AMRC,CUEN,LIEN,FISV,STRR,RSG,MSIF,SELF,CWBC,SPG,PSNY,TISI,FRST,REFI,MTDR,AFCG,AWRE,SRTS,BGDE | Stock Prices | Quote Comparison
Yahoo! Finance Canada · 2026-10-18 -
CDNL,CC,ANGX,BCDA,IDAI,AMRC,CUEN,LIEN,STRR,FISV,RSG,MSIF,CWBC,SELF,PSNY,SPG,FRST,EQPT,REFI,MTDR,AFCG,SRTS,BGDE,ACON | Stock Prices | Quote Comparison
Yahoo! Finance Canada · 2026-10-18
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