NASDAQ$PNNT

PennantPark Investment Corp · Q1 2022 earnings

Q1 2022 earnings · · Investor relations

Briefing

Announced an increase of its quarterly distribution and financial results for the quarter ended December 31, 2021.

PennantPark Investment Corporation announced its financial results for the first fiscal quarter ended December 31, 2021, with a portfolio totaling $1,445.4 million. The company also increased its quarterly distribution to $0.14 per share and initiated a $25 million stock buyback program.

  • Increased quarterly distribution to $0.14 per share.
  • Portfolio totaled $1,445.4 million as of December 31, 2021.
  • Invested $295.1 million in 15 new and 30 existing portfolio companies.
  • Initiated a stock repurchase program of up to $25 million.

Headline financials

Total Revenue

$14.4M

Previous: $18.7M-23.1%
EPS (adj)

$0.19

Previous: $0.12+58.3%
Weighted Average Yield on Debt Investments

8.8%

Previous: 9.3%-5.4%
Free Cash Flow

-$71.9M

No prior period
Net Income

-$71.9M

Previous: $8.3M-966.2%
Operating Income

$6.5M

Previous: $8.3M-21.7%
Gross Profit

$14.4M

No prior period

Revenue & EPS history

PennantPark · Revenue · Quarterly

$14.4M

Q1 2022-23.1%vs Q1 2021
Beat estimate in 4 of 15 quarters(27%)
ActualEstimate

Revenue by segment

PennantPark · $28.7M total across 3 segments · Q4 2023

  • First Lien Secured Debt
    $24.5M
  • Second Lien Secured Debt
    $2.9M
  • Subordinated Debt
    $1.3M

Forward guidance

PennantPark Investment Corporation has not provided specific forward guidance in the press release. However, they have announced a stock repurchase program and an increase in capital commitments to PSLF.

Tailwinds

  • Increase in quarterly dividend to 14 cents per share.
  • $25 million stock buyback program.
  • $39 million increase in commitment to the PSLF JV.
  • Portfolio had net unrealized appreciation of $80.9 million as of December 31, 2021.
  • No portfolio companies on non-accrual as of December 31, 2021.

Headwinds

  • Net realized loss totaled $26.1 million for the three months ended December 31, 2021.
  • Operating activities used cash of $177.4 million for the three months ended December 31, 2021.
  • Decrease in the net change in net assets from operations for the three months ended December 31, 2021 compared to the same periods in the prior year was primarily due to a decrease in unrealized appreciation.
  • The Company undertakes no duty to update any forward-looking statement made herein.
  • Actual results may differ materially from those in the forward-looking statements as a result of a number of factors, including those described from time to time in filings with the SEC as well as changes in the economy and risks associated with possible disruption in the Company’s operations or the economy generally due to terrorism, natural disasters or pandemics such as COVID-19.

Historical earnings impact

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

Avg. return before/after earnings

Based on 19 quarterly earnings reports · overlaid with Q1 2022

Historical avgQ1 2022

+0.3%

Avg return

Earnings day

+0.9%

Avg return

5 days after

+2.3%

Avg return

30 days after

52%

32 / 62 earnings

Positive

+19.3%

Q4 2020

Best reaction

-12.8%

Q2 2010

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q2 2026-4.6%-10.4%
Q4 2025-5.6%-5.0%-8.1%
Q3 2025+0.8%-2.1%-2.3%
Q2 2025+3.3%+2.6%+3.5%
Q1 2025-0.7%+0.4%-3.8%
Q4 2024-1.0%-2.4%+1.3%
Q3 2024-0.4%+0.4%+0.1%
Q2 2024+3.2%+2.1%+7.8%
Q1 2024-2.2%-1.2%-1.9%
Q4 2023-2.5%-2.2%-2.8%
Q3 2023+3.6%+2.1%-1.0%
Q2 2023+7.4%+9.4%+20.1%
Q4 2022+0.3%+1.0%-4.8%
Q3 2022-1.7%-0.8%-3.6%
Q2 2022-0.8%-5.2%-5.8%
Q1 2022+6.3%+7.1%+5.6%
Q4 2021+1.0%+3.3%-3.2%
Q3 2021+4.6%+5.4%+1.4%
Q2 2021+4.4%+2.3%+5.1%
Q1 2021+0.4%-1.9%+3.7%
Q4 2020+19.3%+28.0%+28.9%
Q3 2020+3.2%+3.2%+2.3%
Q2 2020-4.6%-9.9%+27.4%
Q1 2020+2.9%+0.8%-11.1%
Q4 2019+1.7%+2.5%+11.3%
Q3 2019+0.6%-1.7%-3.7%
Q2 2019-3.6%-5.5%-6.5%
Q1 2019-3.5%-1.5%-3.3%
Q4 2018+4.1%+2.7%+2.4%
Q3 2018-0.5%+1.5%+1.5%
Q2 2018+2.5%+4.4%+10.2%
Q1 2018+4.8%+8.0%+9.9%
Q4 2017-4.0%-4.7%-8.1%
Q3 2017+0.7%+3.6%+1.1%
Q2 2017+4.4%-1.2%-3.1%
Q4 2016-6.0%-5.8%+2.3%
Q3 2016+2.0%+2.8%+10.1%
Q2 2016+0.2%
Q1 2016+5.7%
Q4 2015-7.8%
Q3 2015+2.8%
Q2 2015+0.4%
Q1 2015+4.5%
Q4 2014+0.4%
Q3 2014-0.5%
Q2 2014+1.0%
Q1 2014+0.7%
Q4 2013+1.3%
Q3 2013-1.2%
Q2 2013-2.0%
Q1 2013-2.4%
Q4 2012-2.4%
Q3 2012-0.2%
Q2 2012-1.4%
Q1 2012+0.0%
Q4 2011-4.4%
Q3 2011-4.6%
Q2 2011-0.2%
Q1 2010+4.2%
Q4 2010+0.0%
Q3 2010-1.5%
Q2 2010-12.8%

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