Main Street Capital CORP — Form 8-K

Main Street Capital reported preliminary Q2 2026 results with NII of $0.95–$0.99/share, DNII of $1.02–$1.06/share, and NAV per share increasing $0.42–$0.50 (1.2–1.5%) to $33.88–$33.96 from $33.46 at Q1 end. The increase was driven by net fair value appreciation in lower middle market and private loan portfolios, including a material realized gain, and an annualized return on equity exceeding 18% for the quarter. Investment activity included $95.7M in LMM investments (net decrease of $30.6M in cost basis) and $238.9M in private loan investments (net increase of $60.2M in cost basis); non-accrual investments comprised 1.1% of fair value and 4.0% at cost. This marks the sixteenth consecutive quarter of NAV per share increase.