STOCKWATCH
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Quarterly ResultMay 8, 2026, 02:16 PM

Bimini Capital Q1 Net Income +45%; Acquires TJIM

AI Summary

Bimini Capital Management reported a strong first quarter for 2026, with net income increasing by 45.0% to $801,054 and basic and diluted EPS rising to $0.08. Total revenues grew by 17.5% to $6.50 million, primarily driven by a 43.1% increase in advisory services revenue. The company also announced a significant strategic move, acquiring 80% of Tom Johnson Investment Management, LLC on April 1, 2026. The balance sheet reflected a substantial reduction in the mortgage-backed securities portfolio and corresponding repurchase agreements.

Key Highlights

  • Acquired 80% of Tom Johnson Investment Management, LLC on April 1, 2026.
  • Net income increased by 45.0% to $801,054 for Q1 2026.
  • Basic and diluted EPS for Class A Common Stock rose 33.3% to $0.08.
  • Total revenues grew 17.5% to $6.50 million for the quarter.
  • Advisory services revenue increased 43.1% to $5.13 million.
  • Mortgage-backed securities portfolio decreased 81.9% to $16.07 million.
  • Repurchase agreements decreased 82.2% to $15.18 million.
  • Net cash from operating activities was $200,752, up from a loss of $3.12 million.
BMNM
BIMINI CAPITAL MANAGEMENT, INC.

Price Impact