Oxford Lane Capital Corp (OXLC) Q4 2025 Earnings Call Highlights: Navigating Market Challenges ...

In This Article:

  • Net Asset Value (NAV) per Share: $4.32 as of March 31, 2025, down from $4.82 in the previous quarter.

  • Total Investment Income: $121.2 million for the quarter ended March, an increase of $6.7 million from the prior quarter.

  • GAAP Net Investment Income: $75.4 million or $0.18 per share for the quarter ended March, compared to $72.4 million or $0.20 per share for the quarter ended December 31.

  • Core Net Investment Income: $95.8 million or $0.23 per share for the quarter ended March, compared to $99.9 million or $0.28 per share for the quarter ended December 31.

  • Net Unrealized Depreciation on Investments: $187.7 million for the quarter ended March.

  • Net Realized Losses: $8.5 million for the quarter ended March.

  • Net Decrease in Net Assets from Operations: $120.8 million or $0.28 per share for the fourth fiscal quarter.

  • Weighted Average Yield of CLO Debt Investments: 15.9%, down from 16.6% as of December 31.

  • Weighted Average Effective Yield of CLO Equity Investments: 15.9%, down from 16.1% as of December 31.

  • Weighted Average Cash Distribution Yield of CLO Equity Investments: 20.5%, down from 23.9% as of December 31.

  • Common Stock Issuance: Approximately 60.7 million shares issued, resulting in net proceeds of approximately $300.5 million.

  • Additional CLO Investments: Approximately $526.2 million during the quarter ended March.

  • Proceeds from Sales and Repayments: Approximately $136 million during the quarter ended March.

  • Monthly Common Stock Distributions: $0.09 per share for July, August, and September 2025.

Release Date: May 19, 2025

For the complete transcript of the earnings call, please refer to the full earnings call transcript.

Positive Points

  • Oxford Lane Capital Corp (NASDAQ:OXLC) recorded a GAAP total investment income of approximately $121.2 million for the quarter, an increase of $6.7 million from the prior quarter.

  • The company issued approximately 60.7 million shares of common stock, resulting in net proceeds of approximately $300.5 million.

  • Oxford Lane Capital Corp (NASDAQ:OXLC) made additional CLO investments of approximately $526.2 million during the quarter.

  • The company was awarded Best Public Closed-End CLO fund by Creditflux at their London Conference.

  • Oxford Lane Capital Corp (NASDAQ:OXLC) declared monthly common stock distributions of $0.09 per share for July, August, and September 2025.

Negative Points

  • Net asset value per share decreased from $4.82 to $4.32 as of March 31, 2025.

  • The company recorded net unrealized depreciation on investments of approximately $187.7 million and net realized losses of approximately $8.5 million.

  • There was a net decrease in net assets resulting from operations of approximately $120.8 million or $0.28 per share for the fourth fiscal quarter.

  • The weighted average yield of CLO debt investments decreased from 16.6% to 15.9%.

  • The weighted average cash distribution yield of CLO equity investments decreased from 23.9% to 20.5%.