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Equibles

MPV · Barings Participation Investors

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$16.81 +0.11 (+0.66%) At close · Nov 13
Rebalance outlook locked
Market Cap
$181.42M
Shares
10.79M
Volume · Nov 13 44.09K Avg daily vol (3M) 17.1K

Price & Indicators

Drag to pan · scroll to zoom
Indicators
Price
Panels
Event markers
20d MA 50d MA 200d MA Earnings Filing Insider Congress Investor day
Close$16.81 Open$16.97 Day$16.35–16.99 52W close$15.36–20.24 Avg vol 30d11K Short int14K · 0.1% of shares · 1.4d Short vol53% DataJan 2020–Nov 2026

Latest documents

2026
Mar 25
Proxy statement DEF 14A Meeting May 14, 2026
Proxy statement AI summary on its way
2025
2024
2023
2022
All documents

Metrics snapshot

Useful current figures from the complete screener profile.

Revenue (TTM)
—
Trailing 12 months
Net income (TTM)
—
Trailing 12 months
Revenue growth YoY
—
Year over year
Operating margin
—
Trailing 12 months
P / E (TTM)
—
Trailing earnings
FCF yield
—
TTM · current market cap
Return on invested capital
—
Trailing 12 months
Net cash
—
Latest balance sheet
Dividend yield
8.8%
Trailing 12 months
Shares change YoY
—
Year over year · more shares
Price change (1Y)
-15.7%
Trailing year
Short interest
0.1%
Latest settlement · 1.4 days to cover
View all 125 metrics

Equibles Rating

blended score · not investment advice
Overall
Neutral
SellHoldBuy
Technical Buy Momentum Strong Sentiment Neutral Fundamentals Limited Quant / Vol Moderate
Market backdrop VIX 19.3 · elevated Equity put/call 0.63
Technical
price trend
Buy
50 / 200-day cross No cross
Price vs 200-day avg −2%
below
Price vs 50-day avg +2%
above
RSI (14) 57
neutral
MACD trend Positive
52-week position 30%
mid-range
Momentum
relative strength
Strong
1-month return 0%
trailing
6-month return −1%
trailing
YTD return +6%
this year
Relative strength −1%
vs S&P · 6-mo
Sentiment
smart money
Neutral
Trend (MA cross) No cross
50d $17 › 200d $17 — 200d above 50d
Institutional flow Distributing
32 of 36 funds reported for Sep 30 · net -127.7K sh shares · +1 new
Insider flow Flat
No net insider activity over 90 days
Short interest Falling
0.13% of shares out · ▼ -42.9% MoM · 1.4 days cover
Volume signal Normal
Volume near normal
Institution breadth Steady
36 holders — mid 3-yr range
Squeeze score 32
low risk · 0–100
Fundamentals
Limited
Not enough data for a confident read.
Quant / Vol
risk profile
Moderate
Volatility 26%
annualized · 1-yr
Max drawdown −24%
past year
ATR 2.7%
of price · 14-day

Blended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.

Technicals

trend & momentum for long-term holders Buy
0 · 4 · 2
50 / 200-day cross
No cross Neutral
Price vs 200-day avg
−2% Neutral
Price vs 50-day avg
+2% Bullish
RSI (14)
57 Neutral
MACD trend
Positive Bullish
52-week position
30% Neutral
Market signals — smart money & positioning
Mixed
Trend (MA cross) No cross
50d $17 › 200d $17 — 200d above 50d
Institutional flow Distributing
32 of 36 funds reported for Sep 30 · net -127.7K sh shares · +1 new
Insider flow Flat
No net insider activity over 90 days
Short interest Falling
0.13% of shares out · ▼ -42.9% MoM · 1.4 days cover
Volume signal Normal
Volume near normal
Institution breadth Steady
36 holders — mid 3-yr range
Price context
position in its 52-week range
Range low $15 Now $17 · 30% Range high $20
vs 200-day avg -2% vs 50-day avg +2%

Illustrative technical + ownership context — a signal mix, not investment advice.

Versus peers

Asset Management — same industry group
Open screener →
Company Mkt cap YTD Rev growth Y/Y P/E Short % shares
MPV
Barings Participation Investors
this stock
$181.42M +5.8% — — 0.1%
BLK
BlackRock, Inc.
 $198.15B +14.3% +16.2% 27.9 1.3%
BN
BROOKFIELD Corp
 $91.46B -10.7% — — 1.0%
BX
Blackstone Inc.
 $90.28B -22.0% +9.2% 26.8 2.6%
KKR
KKR & Co. Inc.
 $87.47B -23.1% -11.0% — 1.6%

Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding

At a glance

key data from every section
Ownership
Institutional Holders Reducing
Holders
36
% held
20.6%
Reported
32 of 36
Top holder
MORGAN STANLEY
Held Float
View
Held by Funds
Fund positions
2
View
Short & Settlement
Short Interest Falling
Shares short
13.9K
Days to cover
1.4d
Change
-10.4K sh
View
Short Volume
Short vol %
53%
As of
Nov 13, 2026
Short Total
View
Fails to Deliver
FTD shares
276
Value
$4.7K
As of
Sep 17, 2026
View
Off-Exchange
Off-exchange %
79.2%
Week of
Oct 5, 2026
Off-exch Lit
View
Filings
SEC Filings
Latest
DEF 14A
Filed
Mar 25, 2026
This year
1
View

Performance

5D 20D 120D MTD YTD
MPV +3.4% +0.4% -0.8% -0.7% +5.8%
SPY +2.6% -1.2% +0.5% -0.2% +10.6%
vs SPY +0.8% +1.5% -1.3% -0.5% -4.8%

Capital returns

Latest dividend
$0.37 / share · ex Nov 2, 2026
Cut 21.3%
Paid (TTM)
$1.48 / share · 4 payouts
Dividend yield (TTM, derived)
8.80%
Full dividend history

Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.

Key facts CIK 831655 CUSIP 06761A103 13F (30d) 32 filings 30 filers