Eagle Point Income Company Inc. Announces Third Quarter 2023 Financial Results
15 November 2023 - 12:00AM
Business Wire
Eagle Point Income Company Inc. (the “Company”) (NYSE: EIC,
EICA, EICB) today announced financial results for the quarter ended
September 30, 2023 and certain additional activity through October
31, 2023.
“We had an excellent third quarter across the board, as our net
asset value increased significantly, our portfolio generated
another quarter-over-quarter increase in cash flows and we further
strengthened our balance sheet through a new fixed-rate preferred
stock offering,” said Thomas P. Majewski, Chairman and Chief
Executive Officer. “In the third quarter, we produced NII,
excluding non-recurring expenses, of $0.51 per common share, once
again in excess of common distributions paid, while growing our net
asset value per share by over 8%. Given our continued confidence in
the Company’s portfolio, last week we were pleased to announce an
increase to our monthly common distribution by an additional 11%,
the highest monthly common distribution amount in our history.”
THIRD QUARTER 2023 RESULTS
- Net asset value (“NAV”) per common share of $14.08 as of
September 30, 2023, an 8.3% increase compared to $13.00 as of June
30, 2023.
- Net investment income (“NII”) of $0.38 per weighted average
common share,1 net of $0.13 per weighted average common share of
non-recurring expenses.2 This compared to $0.49 of NII per weighted
average common share for the quarter ended June 30, 2023, and $0.40
of NII per weighted average common share for the quarter ended
September 30, 2022.
- GAAP net income (inclusive of unrealized mark-to-market gains)
of $14.1 million, or $1.51 per weighted average common share.
- Received $7.1 million in recurring cash distributions3 from the
Company’s investment portfolio or $0.76 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 $50.8 million in net capital into collateralized loan
obligation (“CLO”) and other investments.
- As of September 30, 2023:
- The weighted average effective yield of the Company’s CLO debt
and equity portfolio, based on amortized cost, was 13.27%. This
compares to 12.31% as of June 30, 2023 and 12.77% as of September
30, 2022.4
- Weighted average expected yield of the Company’s portfolio,
based on fair market value, was 17.91%. The compares to 19.98% as
of June 30, 2023 and 19.15% as of September 30, 2022.4
- Completed an underwritten public offering, including full
exercise of the underwriters’ overallotment option, of $32.5
million in aggregate principal amount of 7.75% Series B Term
Preferred Stock due 2028 (the “Series B Term Preferred Stock”),
resulting in net proceeds to the Company of approximately $31.2
million.
- Issued 983,412 shares of common stock and 15,556 shares of
Series B Term Preferred Stock pursuant to the Company’s
“at-the-market” offering program for total net proceeds of
approximately $13.9 million. The common stock issuance resulted in
$0.02 per share of NAV accretion for the quarter ended September
30, 2023.
- As of September 30, 2023, the Company’s aggregate indebtedness
and preferred equity securities (including outstanding borrowings
from the revolving credit facility, the Company’s 5.00% Series A
Term Preferred Stock due 2026 (the “Series A Term Preferred Stock”)
and Series B Term Preferred Stock) totaled approximately 35.4% of
total assets (less current liabilities).5
- As of September 30, 2023, 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 1,404 unique corporate obligors.
- The largest look-through obligor represented 0.7% of the loans
underlying the Company’s CLO debt and equity portfolio.
- The top-ten largest look-through obligors together represented
5.6% of the loans underlying the Company’s CLO debt and equity
portfolio.
- GAAP net income was comprised of total investment income of
$7.0 million, net unrealized appreciation on investments of $9.8
million and net unrealized depreciation on certain liabilities
recorded at fair value of $0.7 million, partially offset by
financing costs and operating expenses of $3.4 million.
- Recorded other comprehensive income of $0.4 million.
FOURTH QUARTER 2023 PORTFOLIO ACTIVITY THROUGH OCTOBER 31,
2023 AND OTHER UPDATES
- NAV per common share is estimated to be between $13.60 and
$13.70 as of October 31, 2023.
- Received $8.6 million of recurring cash distributions from the
Company’s investment portfolio. As of October 31, 2023, some of the
Company’s investments had not yet reached their payment date for
the quarter.
- Deployed $10.2 million of net capital into CLO debt and other
investments.
- As of October 31, 2023, the Company had $17.3 million of cash
and capacity on its revolving credit facility available for
investment.
- On November 8, 2023, declared an 11% increase in common stock
monthly distributions to $0.20 per share beginning with the
distribution payable on January 31, 2024.
DISTRIBUTIONS
As previously announced, the Company declared the following
monthly distributions to its Common Stock, Series A Term Preferred
Stock and Series B Term Preferred Stock.6
Security
Amount per Share
Record Dates
Payable Dates
Common Stock Regular
$0.18
November 13, 2023,
December 11, 2023
November 30, 2023,
December 29, 2023
Common Stock Regular
$0.20
January 11, 2024,
February 9, 2024,
March 8, 2024
January 31, 2024
February 29, 2024
March 28, 2024
Series A Term Preferred Stock
$0.104167
November 13, 2023,
December 11, 2023
January 11, 2024,
February 9, 2024,
March 8, 2024
November 30, 2023,
December 29, 2023
January 31, 2024
February 29, 2024
March 28, 2024
Series B Term Preferred Stock
$0.161459
November 13, 2023,
December 11, 2023
January 11, 2024,
February 9, 2024,
March 8, 2024
November 30, 2023,
December 29, 2023
January 31, 2024
February 29, 2024
March 28, 2024
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 September 30, 2023, 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 13741521 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 December 14, 2023. To hear the replay, please dial
(844) 512-2921 (toll-free) or (412) 317-6671 (international). For
the replay, enter Conference ID 13741521.
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 unaudited consolidated
financial statements as of and for the period ended September 30,
2023. 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
September 30, 2023.
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 Non-recurring expenses
included $0.14 per weighted average common share of offering
expenses related to the issuance of the Company’s 7.75% Series B
Term Preferred Stock due 2028, offset by $0.01 per weighted average
common share of excise tax refund. 3 “Recurring cash distributions”
refers to the quarterly distributions received by the Company from
its CLO debt and equity investments. 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 are 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 specific tax characteristics of the
distributions will be reported to the Company’s stockholders on
Form 1099 after the end of the calendar year.
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Investor and Media Relations: ICR 203-340-8510
IR@EaglePointIncome.com www.eaglepointincome.com
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