NYSE$BRDG

Bridge Investment Group Holdings Inc · Q4 2024 earnings

Q4 2024 earnings · · After market close · Investor relations

Briefing

Bridge Investment Group Holdings Inc. reported its financial results for the fourth quarter and full year ended December 31, 2024.

Bridge Investment Group Holdings Inc. reported a net income of $15.4 million for the fourth quarter of 2024, with total revenues of $103.4 million. The company experienced a loss per share of $(0.15) for Class A common stock in Q4 2024.

  • Net Income (Loss) was $15.4 million for the quarter ended December 31, 2024.
  • Total revenues for the quarter ended December 31, 2024, were $103.4 million.
  • Loss per share of Class A common stock was $(0.15) for the quarter ended December 31, 2024.
  • Distributable Earnings of Bridge Investment Group Holdings LLC were $32.6 million for the quarter ended December 31, 2024.

Headline financials

Total Revenue

$123M

Previous: $97.4M+26.5%
EPS (adj)

$0.18

Previous: $0.14+28.6%
Capital Expenditures

$0.00

No prior period
Free Cash Flow

$74.4M

No prior period
Net Income

$15.4M

Previous: -$4.33M+456.1%
Operating Income

$3.7M

No prior period

Revenue & EPS history

Bridge · Revenue · Quarterly

$123M

Q4 2024+26.5%vs Q4 2023
Beat estimate in 14 of 15 quarters(93%)
ActualEstimate

Revenue by segment

Bridge · $96.6M total across 7 segments · Q3 2023

  • Fund Management Fees
    $61.5M-4.1%
  • Property Management & Leasing Fees
    $19.5M+3.8%
  • Insurance Premiums
    $4.65M+37.4%
  • Fund Administration Fees
    $4.36M+14.5%
  • Other Asset Management & Property Income
    $3.29M-25.5%
  • Construction Management Fees
    $3.09M-9.6%
  • Development Fees
    $247K-74.9%

Forward guidance

The company did not provide specific forward-looking financial guidance in this report. However, it highlighted strategic areas for future growth and operational focus.

Tailwinds

  • Commitments on capital raised in the 4th quarter averaged 9.3 years in duration, indicating long-term investor confidence.
  • 73% of total FEAUM is greater than 5 years of remaining duration, with a weighted-average FEAUM remaining duration of 6.3 years, providing stable fee visibility.
  • Over 97% of FEAUM is in long-term, closed-end funds with no redemption features, ensuring predictable revenue streams.
  • Fee-earning AUM increased 2% in Q4 2024 compared to Q3 2024, primarily due to capital raised in Logistics and Credit strategies.
  • Pipeline for future performance-driven Distributable Earnings is significant.

Headwinds

  • The company will no longer be holding its fourth quarter and full year 2024 earnings conference call and webcast.
  • Net income (loss) attributable to Bridge per share of Class A common stock was a loss of $(0.15) for the quarter.
  • Q4 2024 decrease in net insurance income largely due to claims in our captive insurance company during 2024.
  • Capital deployed decreased by 37% in Q4 2024 compared to Q4 2023.
  • Unrealized Accrued Performance Allocations decreased by 11% in Q4 2024 compared to Q4 2023.

Historical earnings impact

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

Avg. return before/after earnings

Based on 4 quarterly earnings reports · overlaid with Q4 2024

Historical avgQ4 2024

-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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