NYSE$BRDG

Bridge Investment Group Holdings Inc · Q3 2022 earnings

Q3 2022 earnings · · Investor relations

Briefing

Reported strong fundraising inflows and AUM growth.

Bridge Investment Group Holdings Inc. reported net income of $32.2 million for the third quarter ended September 30, 2022. Distributable Earnings of the Operating Company was $49.8 million, or $0.29 per share after-tax. The company's AUM increased 38% year over year to $43.8 billion.

  • Fundraising inflows reached $1.3 billion, driven by residential rental strategies.
  • Assets under management increased 38% year over year to $43.8 billion.
  • Completed final closing of Workforce and Affordable Housing Fund II, raising $1.74 billion.
  • Declared a quarterly dividend of $0.27 per share of Class A common stock.

Headline financials

Total Revenue

$110M

Previous: $92.2M+19.8%
EPS (adj)

$0.29

Previous: $0.41-29.3%
Gross AUM

$43.8B

Previous: $31.8B+37.7%
Fee-Earning AUM

$16.6B

Previous: $12.1B+37.2%
Dry Powder

$3.9B

Previous: $2.1B+85.7%
Capital Raised

$1.3B

No prior period
Capital Deployed

$633M

No prior period
Realized Performance Allocations

$22.3M

No prior period
Net Income

$32.2M

Previous: $58M-44.4%
Operating Income

$30.6M

No prior period
Gross Profit

$50.3M

Previous: $55.9M-9.9%
Cash & Equivalents

$191M

Previous: $188M+1.7%
Total Assets

$1.18B

No prior period
Stock-Based Comp

$9.62M

Previous: $2.45M+292.5%

Revenue & EPS history

Bridge · Revenue · Quarterly

$110M

Q3 2022+19.8%vs Q3 2021
Beat estimate in 14 of 15 quarters(93%)
ActualEstimate

Revenue by segment

Bridge · $98.9M total across 7 segments · Q3 2022

  • Fund Management Fees
    $64.1M+58.0%
  • Property Management & Leasing Fees
    $18.8M-16.5%
  • Other Asset Management & Property Income
    $4.41M+187.9%
  • Fund Administration Fees
    $3.81M
  • Construction Management Fees
    $3.41M+62.8%
  • Insurance Premiums
    $3.39M+33.9%
  • Development Fees
    $986K-3.1%

Forward guidance

The company did not provide specific forward guidance in this report.

Historical earnings impact

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

Avg. return before/after earnings

Based on 4 quarterly earnings reports

Historical avg

-0.4%

Avg return

Earnings day

-3.7%

Avg return

5 days after

-5.6%

Avg return

30 days after

50%

8 / 16 earnings

Positive

+11.0%

Q3 2021

Best reaction

-16.9%

Q4 2023

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q3 2025
Q2 2025+0.8%+0.3%
Q4 2024-3.0%-0.9%-5.9%
Q3 2024-8.8%-7.1%-12.9%
Q2 2024+3.4%+5.0%+11.6%
Q1 2024-0.7%+3.2%+4.3%
Q4 2023-16.9%-22.5%-25.4%
Q3 2023+0.2%
Q2 2023-6.0%
Q1 2023+5.3%
Q4 2022+4.1%
Q3 2022-2.9%
Q2 2022+5.8%
Q1 2022-0.5%
Q4 2021+2.8%
Q3 2021+11.0%
Q2 2021-0.5%
Q1 2021
Q4 2020
Q3 2020
Q2 2020
Q1 2020

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