NASDAQ$BCIC

BCP Investment Corp · Q1 2022 earnings

Q1 2022 earnings · · Investor relations

Briefing

Reported relatively flat NAV, reduced non-accruals, and maintained dividend.

Portman Ridge Finance Corporation announced its financial results for the first quarter ended March 31, 2022. The company reported a relatively unchanged NAV per share, reduced non-accruals, and maintained its dividend of $0.63 per share.

  • Net asset value remained relatively flat at $278.3 million ($28.76 per share).
  • Total investment income was $16.9 million, with $13.0 million from debt securities.
  • Net investment income was $7.9 million ($0.82 per share).
  • The company refinanced its Revolving Credit Facility with JPMorgan Chase Bank, reducing the applicable margin.

Headline financials

Total Revenue

$16.9M

Previous: $18.3M-7.4%
EPS (adj)

$0.82

Previous: $1.10-25.5%
Net Income

$4.06M

Previous: $8.04M-49.5%
Operating Income

$7.91M

No prior period
Cash & Equivalents

$20.5M

No prior period
Total Assets

$661M

No prior period

Revenue & EPS history

Portman Ridge · Revenue · Quarterly

$16.9M

Q1 2022-7.4%vs Q1 2021
Beat estimate in 1 of 12 quarters(8%)
ActualEstimate

Forward guidance

The company is well-positioned to further improve portfolio performance and increase investment income in 2022.

Tailwinds

  • Deployed approximately $35 million of available cash in new investments subsequent to quarter end.
  • Pipeline of an additional $20 million to $30 million expected to be deployed before the end of the second quarter.
  • Added two new seasoned members to the board.
  • Restructured agreement with JPMorgan Chase and lowered the interest rate.
  • Shifted from LIBOR to SOFR and extended the maturity date by 2 1⁄2 years.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q1 2022

Historical avgQ1 2022

-1.1%

Avg return

Earnings day

-1.0%

Avg return

5 days after

-6.0%

Avg return

30 days after

43%

10 / 23 earnings

Positive

+7.4%

Q4 2020

Best reaction

-15.3%

Q4 2019

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-0.5%+1.8%-7.6%
Q4 2025-13.1%-21.5%-33.1%
Q3 2025+0.4%+7.5%+8.4%
Q1 2025+1.0%+2.1%-3.8%
Q4 2024-4.0%-5.7%-28.1%
Q3 2024-3.5%-3.1%-10.5%
Q2 2024-2.5%-1.9%-3.4%
Q1 2024+1.6%+1.7%-0.1%
Q4 2023-1.3%+1.4%+2.1%
Q3 2023+0.0%-0.1%+0.3%
Q2 2023-1.6%+0.0%-5.8%
Q1 2023+2.3%+4.9%-1.2%
Q4 2022-6.2%-7.4%-12.9%
Q3 2022+2.7%+4.0%+3.2%
Q2 2022+0.0%+0.3%-7.5%
Q1 2022+0.0%-0.4%+0.0%
Q4 2021+0.4%+0.2%-2.5%
Q3 2021+4.6%+5.7%+1.4%
Q2 2021+1.7%+2.9%+1.6%
Q1 2021+3.4%+3.0%+5.6%
Q4 2020+7.4%+5.0%+16.3%
Q4 2019-15.3%-21.4%-60.9%
Q4 2018-2.2%-3.0%+0.3%

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