Eagle Point Income Company Inc. Announces Second Quarter 2024 Financial Results
August 06 2024 - 8:00AM
Business Wire
Eagle Point Income Company Inc. (the “Company”) (NYSE: EIC,
EICA, EICB, EICC) today announced financial results for the quarter
ended June 30, 2024 and certain additional activity through July
31, 2024.
“We kept our momentum going in the second quarter as the
investment portfolio continued to generate strong cash flows and
net investment income,” said Thomas P. Majewski, Chairman and Chief
Executive Officer. “For the quarter, we generated net investment
income and realized gains, excluding non-recurring expenses, of
$0.54 per share, while continuing to grow our net asset value per
share. We also continued to enhance our balance sheet through our
8.00% Series C Term Preferred Stock offering. Looking into the
second half of the year, we remain well positioned to grow our
portfolio and further enhance our investment income by deploying
capital into new CLO debt and equity investments that offer
attractive risk-adjusted returns.”
SECOND QUARTER 2024 RESULTS
- Net asset value (“NAV”) per common share of $15.24 as of June
30, 2024, a 0.8% increase compared to $15.12 as of March 31,
2024.
- Net investment income (“NII”) and realized gains of $0.44 per
weighted average common share,1 net of $0.10 per share of
non-recurring expenses related to the issuance of the Company’s
8.00% Series C Term Preferred Stock due 2029 (the “Series C Term
Preferred Stock”). This compares to $0.56 of NII and realized gains
per weighted average common share for the quarter ended March 31,
2024, and $0.49 of NII per weighted average common share for the
quarter ended June 30, 2023.
- GAAP net income (inclusive of unrealized mark-to-market gains)
of $8.5 million, or $0.60 per weighted average common share.
- Received $12.4 million in recurring cash distributions2 from
the Company’s investment portfolio or $0.87 per weighted average
common share, which was in excess of the Company’s aggregate
distributions on its common stock and operating costs for the
quarter when excluding non-recurring expenses.
- Deployed $60.8 million in net capital into collateralized loan
obligation (“CLO”) debt and equity and other investments.3
- As of June 30, 2024:
- The weighted average effective yield of the Company’s CLO debt
and equity portfolio, based on amortized cost, was 13.09%. This
compares to 13.28% as of March 31, 2024 and 12.31% as of June 30,
2023.4
- Weighted average expected yield of the Company’s portfolio,
based on fair market value, was 14.41%. This compares to 15.35% as
of March 31, 2024 and 19.98% as of June 30, 2023.4
- Completed an underwritten public offering of $35.0 million in
aggregate principal amount of the Series C Term Preferred Stock,
resulting in net proceeds to the Company of approximately $33.6
million.
- Issued approximately 2.7 million shares of common stock,
approximately 52,000 shares of the Company’s 7.75% Series B Term
Preferred Stock due 2028 (the “Series B Term Preferred Stock”) and
approximately 30,500 shares of Series C Term Preferred Stock
pursuant to the Company’s “at-the-market” offering program for
total proceeds to the Company of approximately $44.5 million. The
common stock issuance resulted in $0.07 per share of NAV accretion
for the quarter ended June 30, 2024.
- As of June 30, 2024, the Company had outstanding borrowings
from the Company's preferred equity securities which totaled
approximately 32.2% of total assets (less current
liabilities).5
- As of June 30, 2024, on a look-through basis, and based on the
most recent CLO trustee reports received by such date:
- The Company, through its CLO investments, had indirect exposure
to approximately 1,414 unique corporate obligors.
- The largest look-through obligor represented 0.8% of the loans
underlying the Company’s CLO debt and equity portfolio.
- The top-ten largest look-through obligors together represented
5.4% of the loans underlying the Company’s CLO debt and equity
portfolio.
- GAAP net income was comprised of total investment income of
$10.9 million, net unrealized appreciation on investments of $2.0
million, net realized gain on investments of $0.3 million and net
unrealized depreciation on certain liabilities recorded at fair
value of $0.2 million, partially offset by financing costs and
operating expenses of $4.9 million.
- Recorded other comprehensive income of $0.6 million.
THIRD QUARTER 2024 PORTFOLIO ACTIVITY THROUGH JULY 31, 2024
AND OTHER UPDATES
- Received $12.4 million of recurring cash distributions from the
Company’s investment portfolio. As of July 31, 2024, some of the
Company’s investments had not yet reached their payment date for
the quarter.
- Deployed $27.5 million of net capital into CLO debt and equity
and other investments.3
- As of July 31, 2024, the Company had $41.0 million of cash and
capacity on its revolving credit facility available for
investment.
DISTRIBUTIONS
As previously announced, the Company has declared the following
monthly distributions on its common stock, Series A Term Preferred
Stock, Series B Term Preferred Stock and Series C Term Preferred
Stock.6
Security
Amount per Share
Record Dates
Payable Dates
Common Stock
$0.20
August 12, 2024,
September 10, 2024,
October 11, 2024,
November 12, 2024,
December 11, 2024
August 30, 2024,
September 30, 2024,
October 31, 2024,
November 29, 2024,
December 31, 2024
Series A Term Preferred Stock
$0.104167
Series B Term Preferred Stock
$0.161459
Series C Term Preferred Stock
$0.166667
CONFERENCE CALL
The Company will host a conference call at 11:30 a.m. (Eastern
Time) today to discuss the Company’s financial results for the
quarter ended June 30, 2024, as well as a portfolio update.
All interested parties may participate in the conference call by
dialing (877) 704-4453 (domestic) or (201) 389-0920
(international). Please reference Conference ID 13747152 when
calling and you are invited to dial in approximately 10 to 15
minutes prior to the start of the call.
A live webcast will also be available on the Company’s website
(www.eaglepointincome.com). Please go
to the Investor Relations section at least 15 minutes prior to the
call to register, download and install any necessary audio
software.
An archived replay of the call will be available shortly
afterwards until September 5, 2024. To hear the replay, please dial
(844) 512-2921 (toll-free) or (412) 317-6671 (international). For
the replay, enter Conference ID 13747152.
ADDITIONAL INFORMATION
The Company has made available on the investor relations section
of its website, www.eaglepointincome.com (in the financial
statements and reports section), its semiannual stockholder report
for the period ended June 30, 2024 (which includes the Company’s
unaudited financial statements as of and for the period ended June
30, 2024). The Company has also filed this report with the U.S.
Securities and Exchange Commission (“SEC”). The Company also
published on its website (in the presentations and events section)
an investor presentation, which contains additional information
about the Company and its portfolio as of and for the quarter ended
June 30, 2024.
ABOUT EAGLE POINT INCOME COMPANY
The Company is a diversified, closed-end management investment
company. The Company’s primary investment objective is to generate
high current income, with a secondary objective to generate capital
appreciation, by investing primarily in junior debt tranches of
CLOs. In addition, the Company may invest up to 35% of its total
assets (at the time of investment) in CLO equity securities. The
Company is externally managed and advised by Eagle Point Income
Management LLC.
The Company makes certain unaudited portfolio information
available each month on its website in addition to making certain
other unaudited financial information available on its website
(www.eaglepointincome.com). This information includes (1) an
estimated range of the Company’s NII and realized capital gains or
losses per share of common stock for each calendar quarter end,
generally made available within the first fifteen days after the
applicable calendar month end, (2) an estimated range of the
Company’s NAV per share of common stock for the prior month end and
certain additional portfolio-level information, generally made
available within the first fifteen days after the applicable
calendar month end and (3) during the latter part of each month, an
updated estimate of NAV, if applicable, and, with respect to each
calendar quarter end, an updated estimate of the Company’s NII and
realized capital gains or losses per share for the applicable
quarter, if available.
FORWARD-LOOKING STATEMENTS
This press release may contain “forward-looking statements”
within the meaning of the Private Securities Litigation Reform Act
of 1995. Statements other than statements of historical facts
included in this press release may constitute forward-looking
statements and are not guarantees of future performance or results
and involve a number of risks and uncertainties. Actual results may
differ materially from those in the forward-looking statements as a
result of a number of factors, including those described in the
prospectus and the Company’s other filings with the SEC. The
Company undertakes no duty to update any forward-looking statement
made herein. All forward-looking statements speak only as of the
date of this press release.
1 “Per weighted average common share” is based on the average
daily number of shares of common stock outstanding for the period
and “per share” refers to per share of the Company’s common stock.
2 “Recurring cash distributions” refers to the quarterly
distributions received by the Company from its CLO debt, CLO equity
and other investments. 3 Excludes paydowns or redemptions of CLO
debt positions. 4 “Weighted average effective yield” is based on an
investment’s amortized cost whereas “weighted average expected
yield” is based on an investment’s fair market value as of the
applicable period end as disclosed in the Company’s financial
statements, which is subject to change from period to period.
Please refer to the Company’s quarterly unaudited financial
statements for additional disclosures. 5 Over the long-term,
management expects the Company to operate under normal market
conditions generally with leverage between 25% and 35% of total
assets (less current liabilities). Based on applicable market
conditions at any given time, or should significant opportunities
present themselves, the Company may incur leverage in excess of
this amount, subject to applicable regulatory and contractual
limits. 6 The ability of the Company to declare and pay
distributions on stock is subject to a number of factors, including
the Company’s results of operations. Distributions on stock are
generally paid from net investment income (regular interest and
dividends) and may also include capital gains and/or a return of
capital. The actual components of the Company’s distributions for
U.S. tax reporting purposes can only be finally determined as of
the end of each fiscal year of the Company and are thereafter
reported on Form 1099-DIV.
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Investor and Media Relations: ICR 203-340-8510
IR@EaglePointIncome.com www.eaglepointincome.com
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