SLR Investment Corp. (SLRC)
SLR Investment: Better Days Ahead
SLR Investment Corp. offers a differentiated, subsidiary-driven BDC portfolio with zero non-accruals and stable NAV but recently cut its dividend. Q1 2026 saw NII drop to $0.33/share, prompting a dividend reset to $0.31 and a reduction in the incentive fee to 17.5%. Portfolio quality remains high: 97% of assets in the top two credit grades, non-accruals at 0%, and strong liquidity coverage for unfunded commitments.
SLR Investment Corp. (SLRC) Q1 2026 Earnings Call Transcript
SLR Investment Corp. (SLRC) Q1 2026 Earnings Call Transcript
SLR Investment (SLRC) Lags Q1 Earnings and Revenue Estimates
SLR Investment (SLRC) came out with quarterly earnings of $0.33 per share, missing the Zacks Consensus Estimate of $0.4 per share. This compares to earnings of $0.41 per share a year ago.
SLRC faces rate headwinds yet keeps dividend flat; here's what's propping up the stock
SLR Investment Corp. (NASDAQ:SLRC) functions like an income ETF for many investors: a diversified pool of private-credit loans that throws off a 10.5% yield.
Income Investors Chasing 10% Yields Need to Read This First
SLR Investment (NASDAQ:SLRC) offers an income yield that stands well above most fixed-income alternatives.
SLR Investment Corp. (SLRC) Q4 2025 Earnings Call Transcript
SLR Investment Corp. (SLRC) Q4 2025 Earnings Call Transcript
SLR Investment (SLRC) Meets Q4 Earnings Estimates
SLR Investment (SLRC) came out with quarterly earnings of $0.4 per share, in line with the Zacks Consensus Estimate . This compares to earnings of $0.44 per share a year ago.
SLR Investment: Portfolio Remains Resilient But Not Yet A Buy
SLR Investment Corp. maintains a hold rating due to flat earnings, limited growth, and dividend coverage concerns, despite a more attractive price-to-NAV discount. SLRC's portfolio remains resilient, with low non-accruals (0.3% of fair value) and a high concentration in financials and healthcare, but sector concentration poses risk. Net investment income of $0.40/share fell short of the $0.41/share dividend, raising sustainability questions even as management expresses confidence.
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High Yield, High Cost: The Real Returns Of ECC And SLR Investment
Eagle Point Credit Co LLC and SLR Investment Corp. trade at similar discounts and market caps but differ in risk-return profiles. ECC boasts a higher gross asset yield (~13.5%) but with much greater volatility, while SLRC offers a steadier, lower-yield profile (~8.15%). After adjusting for losses and expenses, both ECC and SLRC deliver comparable real returns (~6.4% vs. ~5.2%), but SLRC benefits from cheaper leverage.
Investor Panic Creates A +10% Yield Opportunity: SLRC
SLR Investment Corp.'s expertise allowed it to avoid the First Brands fraud altogether. Trading at a double-digit discount despite higher NAV. SLRC focuses on safe asset-based loans with low LTV (44%).
SLR Investment Corp. (SLRC) Q3 2025 Earnings Call Transcript
SLR Investment Corp. ( SLRC ) Q3 2025 Earnings Call November 5, 2025 10:00 AM EST Company Participants Michael Gross - Chairman, President & Co-CEO Bruce Spohler - Co-CEO, COO & Interested Director Shiraz Kajee - CFO & Treasurer Conference Call Participants Erik Zwick - Lucid Capital Markets, LLC, Research Division Melissa Wedel - JPMorgan Chase & Co, Research Division Robert Dodd - Raymond James & Associates, Inc., Research Division Finian O'Shea - Wells Fargo Securities, LLC, Research Division Presentation Operator " Michael Gross Chairman, President & Co-CEO " Bruce Spohler Co-CEO, COO & Interested Director " Shiraz Kajee CFO & Treasurer " Erik Zwick Lucid Capital Markets, LLC, Research Division " Lucid Capital Markets, LLC, Research Division Melissa Wedel JPMorgan Chase & Co, Research Division " JPMorgan Chase & Co, Research Division Robert Dodd Raymond James & Associates, Inc., Research Division " Raymond James & Associates, Inc., Research Division Finian O'Shea Wells Fargo Securities, LLC, Research Division " Wells Fargo Securities, LLC, Research DivisionGood morning, everyone. Welcome to today's Third Quarter 2025 SLR Investment Corporation Earnings Call.
