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Nuveen Churchill Direct Lending Corp. (NCDL)
NYSE:NCDL
Earnings Data
Report Date
Mar 03, 2026Before Open (Confirmed)
Period Ending
2025 (Q4)Consensus EPS Forecast
0.43Last Year’s EPS
0.54Same Quarter Last Year
Moderate Buy
Based on 3 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Neutral
The earnings call presented a mixed picture with strong asset growth, a healthy and diversified portfolio, and an optimistic outlook for private credit as highlights. However, there were notable challenges such as a decline in net investment income, decreased originations, a slight drop in net asset value, and an increase in nonaccruals. These factors balanced each other out, resulting in a neutral sentiment.Company Guidance
Strong Asset Growth and New Originations
The Churchill platform continued to see strong asset growth and new originations during the third quarter. The number of deals reviewed increased by 22% from the second quarter, and $9.4 billion was closed or committed across 265 transactions in the first 9 months of the year.
Healthy Investment Portfolio
The investment portfolio remains healthy with portfolio companies performing well. As of September 30, nonaccruals represent just 0.4% of the total investment portfolio on a fair value basis and 0.9% on a cost basis, which compares favorably to industry averages.
Significant Portfolio Diversification
The portfolio is well-diversified with 213 companies, and the top 10 portfolio companies represent less than 14% of the total fair value. This diversification is critical for maintaining exceptional credit quality.
Optimistic Outlook for Private Credit
There is an optimistic outlook for private credit based on significant tailwinds, including steady growth in the pipeline and quality businesses seeking financial solutions. The company is well-positioned for continued success.
Nuveen Churchill Direct Lending Corp. (NCDL) Earnings, Revenues Date & History
NCDL Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
NCDL Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Nov 04, 2025 | $14.58 | $14.35 | -1.58% |
Aug 06, 2025 | $15.44 | $15.55 | +0.71% |
May 08, 2025 | $14.66 | $14.04 | -4.23% |
Feb 27, 2025 | $16.29 | $15.99 | -1.84% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Nuveen Churchill Direct Lending Corp. (NCDL) report earnings?
Nuveen Churchill Direct Lending Corp. (NCDL) is schdueled to report earning on Mar 03, 2026, Before Open (Confirmed).
What is Nuveen Churchill Direct Lending Corp. (NCDL) earnings time?
Nuveen Churchill Direct Lending Corp. (NCDL) earnings time is at Mar 03, 2026, Before Open (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is NCDL EPS forecast?
NCDL EPS forecast for the fiscal quarter 2025 (Q4) is 0.43.