Mar 31, 2022

Portman Ridge Q1 2022 Earnings Report

Reported relatively flat NAV, reduced non-accruals, and maintained dividend.

Key Takeaways

Portman Ridge Finance Corporation announced its financial results for the first quarter ended March 31, 2022. The company reported a relatively unchanged NAV per share, reduced non-accruals, and maintained its dividend of $0.63 per share.

Net asset value remained relatively flat at $278.3 million ($28.76 per share).

Total investment income was $16.9 million, with $13.0 million from debt securities.

Net investment income was $7.9 million ($0.82 per share).

The company refinanced its Revolving Credit Facility with JPMorgan Chase Bank, reducing the applicable margin.

Total Revenue
$16.9M
Previous year: $18.3M
-7.4%
EPS
$0.82
Previous year: $1.1
-25.5%
Cash and Equivalents
$20.5M
Total Assets
$661M

Portman Ridge

Portman Ridge

Forward Guidance

The company is well-positioned to further improve portfolio performance and increase investment income in 2022.

Positive Outlook

  • Deployed approximately $35 million of available cash in new investments subsequent to quarter end.
  • Pipeline of an additional $20 million to $30 million expected to be deployed before the end of the second quarter.
  • Added two new seasoned members to the board.
  • Restructured agreement with JPMorgan Chase and lowered the interest rate.
  • Shifted from LIBOR to SOFR and extended the maturity date by 2 1⁄2 years.