Eagle Point Credit reports Q1 NII 20c, consensus 22c

Net asset value per common share of $4.17 as of March 31, 2026, compared to $5.70 as of December 31, 2025. “The CLO market tends to underprice the reinvestment option precisely when it matters most, during periods of dislocation,” said Thomas P. Majewski, Chief Executive Officer. “What looks like short-term stress is often the moment of greatest embedded optionality, when CLOs can redeploy capital into discounted loans, materially enhancing long-term CLO equity returns. We are already seeing a meaningful rebound in CLO equity valuations in the second quarter. We are continuing to deploy capital beyond CLO equity by leveraging the full origination capabilities of the Eagle Point platform. This strategy is already delivering results, highlighted by, among other things, our successful realization of a directly originated infrastructure investment over just a four-month hold period.”