Carlyle Secured Lending Inc.

Carlyle Secured Lending reported net investment income of $0.36 per share for Q1 2026 and a NAV decline to $15.89 per share, mainly due to unrealized losses from spread widening. Management shifted asset allocation into higher-yielding joint-venture platforms (Credit Fund, SCP), generating higher returns while reducing costs. The company repurchased $18.5 million of stock, increased the buyback program, and confirmed a quarterly dividend of $0.35; credit quality improved with only 0.9% non-performing assets. For Q2, management expects a trough in earnings, followed by a recovery in Q3 driven by the platforms and continued capital returns. » Więcej na de.investing.com

Carlyle Secured Lending reported net investment income of $0.36 per share for Q1 2026 and a NAV of $15.89 (down 2.3% versus year-end 2025). The fair value of investments was $2.3 billion as of March 31, 2026. The board set the quarterly dividend at $0.35 per share, payable on July 16, 2026, to align the payout with current portfolio earnings. CEO Alex Chi highlighted stable earnings and steady credit performance; the joint ventures each closed the quarter with over $1 billion in assets. Since the start of its investing activities, the company has invested approximately $10.9 billion as of March 31, 2026. » Więcej na de.investing.com

Carlyle Secured Lending reported EPS of $0.36 for Q4 2025, missing the consensus estimate of $0.37; revenue was $66.91 million, essentially in line with estimates. The company recorded a record volume of new originations and kept credit performance stable, but NAV fell to $16.26. Management announced a quarterly dividend of $0.40 and an increase in the share buyback program by $100 million to $300 million. The stock closed down 3.49% at $11.45 and showed a slight recovery in premarket trading. » Więcej na de.investing.com