Insider Trading March 23, 2026

BCP Investment CIO Increases Stake with $19,852 Purchase as Shares Trade Near 52-Week Low

Patrick Schafer buys 2,655 shares; company posts Q4 2025 beats even as analyst trims price target

By Leila Farooq BCIC
BCP Investment CIO Increases Stake with $19,852 Purchase as Shares Trade Near 52-Week Low
BCIC

Patrick Schafer, chief investment officer at BCP Investment Corp (NASDAQ: BCIC), purchased 2,655 shares on March 20, 2026, spending $19,852 at $7.4774 per share. The purchase comes while the stock is trading close to its 52-week low. BCP reported stronger-than-expected fourth-quarter 2025 results but also faced a lowered analyst price target amid a decline in net asset value and weaker net investment income.

Key Points

  • Patrick Schafer, BCP Investment Corp’s CIO, bought 2,655 shares on March 20, 2026, at $7.4774 per share, totaling $19,852.
  • After the purchase, Schafer directly owns 27,265 shares; the stock was trading near its 52-week low of $7.15 and at $7.22 at reporting.
  • BCP Investment posted Q4 2025 results that beat EPS and revenue estimates, but Keefe, Bruyette & Woods cut the price target to $9.00 from $14.00 while keeping a Market Perform rating.

Transaction details

Patrick Schafer, who serves as chief investment officer at BCP Investment Corp (NASDAQ: BCIC), acquired 2,655 shares of the company’s common stock on March 20, 2026, according to a Form 4 filing with the Securities and Exchange Commission. The shares were purchased at $7.4774 each, for a total outlay of $19,852.

Share position and market context

Following this purchase, Schafer directly holds 27,265 shares of BCP Investment Corp. The transaction occurred while the stock was trading near its 52-week low of $7.15; at the time of reporting the share price was $7.22.

Income profile cited

BCP Investment Corp is cited as offering a dividend yield of 21.75%, a figure attributed to InvestingPro in the filing’s accompanying notes.

Recent financial performance

BCP Investment reported fourth-quarter 2025 results that exceeded analysts’ expectations on both the earnings and revenue lines. The company recorded earnings per share of $0.57, beating the consensus forecast of $0.5325 by 7.04%. Revenue for the quarter came in at $17.5 million versus an anticipated $16.98 million.

Analyst reaction and operational details

Despite the upside on reported EPS and revenue, Keefe, Bruyette & Woods reduced its price target for BCP Investment shares to $9.00 from $14.00. The firm maintained a Market Perform rating, citing a quarter in which net investment income underperformed expectations. The company’s net asset value declined by 5% during the period, and the firm produced a 7% operating return on equity.

Contextual summary

The insider purchase by the company’s CIO adds to his direct ownership stake as BCP navigates mixed signals: quarterly results that beat on headline metrics, contrasted with pressure on net investment income, a drop in net asset value, and a lowered analyst price target. The stock’s proximity to its 52-week low provides the immediate market backdrop for the transaction.


Note: This article presents reported transaction and company data as disclosed in regulatory filings and published analyst commentary.

Risks

  • The company’s net asset value fell by 5% during the quarter, signaling potential valuation pressure in the asset management sector and for income-focused investors.
  • Net investment income missed expectations in the quarter, a factor cited by the analyst in maintaining only a Market Perform rating - a risk for income reliability.
  • Analyst reduction of the price target from $14.00 to $9.00 introduces downside sentiment and may affect market perception and trading dynamics for the stock.

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