NYSE$FBRT

Franklin BSP Realty Trust Inc · Q4 2023 earnings

Q4 2023 earnings · · Investor relations

Briefing

Announced financial results for the fourth quarter and full year 2023.

Franklin BSP Realty Trust reported a GAAP net income of $30.0 million for the quarter ended December 31, 2023, compared to $27.2 million for the same period in 2022. Distributable Earnings were $39.3 million, or $0.39 per diluted common share, compared to $38.8 million, or $0.37 per diluted common share, for the same period in 2022. The company closed $231 million of new loan commitments and repurchased 267,968 shares of common stock.

  • Produced a fourth quarter GAAP and Distributable Earnings ROE of 7.2% and 9.8%, respectively
  • Book value of $15.77 per diluted common share on a fully converted basis
  • Closed $231 million of new loan commitments at a weighted average spread of 391 basis points
  • Total liquidity of $1.5 billion, which includes $338 million in cash and cash equivalents and $55 million in CLO reinvest available

Headline financials

Total Revenue

$545M

Previous: $56.6M+864.1%
EPS (adj)

$0.39

Previous: $0.37+5.4%
Net Income

$30M

Previous: $27.2M+10.3%
Operating Income

$142M

Previous: $124M+14.2%
Gross Profit

$128M

Previous: $56.6M+125.6%
Stock-Based Comp

$1.26M

Previous: $669K+87.7%

Revenue & EPS history

FBRT · Revenue · Quarterly

$545M

Q4 2023+864.1%vs Q4 2022
Beat estimate in 9 of 15 quarters(60%)
ActualEstimate

Forward guidance

The company expects to grow its portfolio and put capital to work at attractive levels in 2024 as the pipeline grows and origination volumes improve.

Historical earnings impact

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

Avg. return before/after earnings

Based on 17 quarterly earnings reports · overlaid with Q4 2023

Historical avgQ4 2023

-0.3%

Avg return

Earnings day

-0.0%

Avg return

5 days after

-0.5%

Avg return

30 days after

50%

9 / 18 earnings

Positive

+7.9%

Q4 2023

Best reaction

-14.2%

Q4 2025

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+0.9%+1.7%-3.3%
Q4 2025-14.2%-12.5%-12.3%
Q3 2025-4.3%-4.8%-2.3%
Q1 2025-0.4%-1.6%-4.8%
Q4 2024+1.7%+1.6%+2.2%
Q3 2024-0.1%+2.1%-0.7%
Q2 2024-9.7%-11.3%-2.8%
Q1 2024-2.0%+0.2%-3.4%
Q4 2023+7.9%+6.5%+9.0%
Q3 2023+3.4%+10.9%+6.5%
Q2 2023-4.9%-3.8%-0.3%
Q1 2023+2.3%+6.0%+15.3%
Q4 2022+3.9%+3.0%-18.0%
Q3 2022+7.5%+6.1%+3.9%
Q2 2022-0.8%-4.5%-11.3%
Q1 2022+2.6%-0.8%+12.3%
Q4 2021+0.9%+2.5%+6.9%
Q3 2021-0.1%-2.0%-5.9%
Q2 2021
Q1 2021
Q4 2020
Q3 2020
Q2 2020
Q1 2020
Q4 2019
Q3 2019
Q2 2019
Q1 2019
Q4 2018
Q3 2018
Q2 2018
Q1 2018
Q4 2017
Q3 2017
Q2 2017
Q1 2017
Q4 2016
Q3 2016
Q2 2016
Q1 2016
Q4 2015
Q3 2015
Q2 2015
Q4 2014
Q1 2015
Q3 2014
Q2 2014
Q1 2014
Q4 2013
Q3 2013
Q2 2013
Q1 2013

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