MSC Income Fund, Inc. Announces First Quarter 2026 Private Loan Portfolio Activity

Key Highlights for Investors

• Originated and Increased Commitments: MSC Income Fund, Inc. (NYSE: MSIF) originated new or increased commitments in its private loan portfolio totaling \$38.9 million during Q1 2026.
• Investment Funding: The Fund funded total investments across its private loan portfolio with a cost basis totaling \$54.8 million for the quarter.
• Notable Transaction: One notable activity was an increased commitment of \$5.9 million in an incremental first lien senior secured term loan to a provider of ground services to commercial, general, and cargo aviation markets.
• Portfolio Size and Diversification: As of March 31, 2026, the private loan portfolio consisted of approximately \$843.1 million invested across 80 unique companies.
• Portfolio Composition: Of the total private loan portfolio (by cost):
  • 92.6% was invested in first lien senior secured debt investments
  • 7.4% was invested in equity investments or other securities

What Shareholders Need to Know

• Potential Share Price Impact: The continued growth in MSC Income Fund’s private loan portfolio, including new and increased commitments, signals a proactive investment strategy and a healthy pipeline. The focus on first lien senior secured debt (a lower-risk portion of the capital structure) may be viewed positively by investors seeking income and capital preservation.
• Sector Diversification and Quality: The portfolio is diversified across 80 companies, and the Fund is actively participating in sectors such as aviation services, which may benefit from ongoing economic recovery and growth in travel and logistics.
• Credit Quality Focus: The overwhelming focus on first lien senior secured debt (92.6%) illustrates a conservative approach aimed at reducing default risk and preserving principal, which may enhance investor confidence in uncertain markets.
• Active Investment Management: The Fund’s ability to both originate and increase commitments demonstrates strong sponsor relationships and access to attractive deal flow, potentially supporting net investment income and dividend stability.

About MSC Income Fund, Inc.

MSC Income Fund, Inc. is a principal investment firm that primarily provides debt capital to private companies owned by or being acquired by private equity sponsors. Investments typically support leveraged buyouts, recapitalizations, growth financings, refinancings, and acquisitions. The Fund partners with private equity sponsors and primarily invests in secured debt, while also maintaining a portfolio of customized long-term debt and equity investments in lower middle market companies. Through its co-investment relationship with Main Street Capital Corporation (NYSE: MAIN), MSC Income Fund leverages additional expertise and deal flow.

The Fund’s private loan portfolio companies generally have annual revenues between \$25 million and \$500 million, while lower middle market portfolio companies typically have between \$10 million and \$150 million in annual revenues.

About MSC Adviser I, LLC

MSC Adviser I, LLC (“MSCA”) is a wholly-owned subsidiary of Main Street Capital Corporation and is registered as an investment adviser under the Investment Advisers Act of 1940. MSCA serves as the investment adviser to MSC Income Fund, providing investment management and advisory services.

Contact

MSC Income Fund, Inc.
Dwayne L. Hyzak, CEO: [email protected]
Cory E. Gilbert, CFO: [email protected]
Phone: 713-350-6000

Dennard Lascar Investor Relations
Ken Dennard / [email protected]
Zach Vaughan / [email protected]
Phone: 713-529-6600

Disclaimer

This article is provided for informational purposes only and does not constitute investment advice. Investors should conduct their own research and consult with professional advisors before making investment decisions. The information provided herein is based on publicly available disclosures as of April 9, 2026, and may be subject to change without notice. The author and publisher assume no responsibility for any actions taken based on this information.

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