SLR Investment Corp. (SLRC) reported fourth‑quarter 2025 results on February 24 2026, delivering net investment income of $0.40 per share and a year‑end net asset value of $18.26 per share. The company’s board declared a quarterly distribution of $0.41 per share, payable on March 27 2026 to holders of record as of March 13 2026.
Revenue for the quarter was $54.46 million, slightly below the consensus estimate of roughly $55 million. The miss of about 1.18 % reflects a modest shortfall in interest and dividend income, which was partially offset by a strong mix of senior secured loans that maintained high credit quality.
The portfolio remained 100 % performing, with only about 2 % exposure to software companies. This disciplined underwriting focus, combined with a conservative leverage profile and a high concentration of first‑liability, senior‑secured positions, underpins the company’s risk‑managed approach in a tightening private‑credit market.
The distribution and NAV figures confirm the company’s commitment to capital preservation and shareholder returns. The $0.41 per share payout represents a 10 % increase over the prior quarter’s dividend, while the NAV growth of $0.05 per share from the previous quarter signals incremental asset‑base expansion.
Management emphasized that the company’s asset‑backed lending strategy continues to deliver stable earnings. Co‑CEO Bruce Spohler noted that the portfolio sits near the midpoint of its target leverage and remains 100 % performing, while Co‑CEO Michael Gross highlighted the importance of protecting capital and avoiding losses in a challenging environment.
Investors reacted positively to the results, citing the earnings beat, the steady NAV, and the portfolio’s 100 % performance as key drivers. The limited software exposure and disciplined underwriting were highlighted as strengths that mitigate credit risk in the current market climate.
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