StockWatch
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Quarterly ResultAug 6, 2026, 07:27 AM

Nuveen Churchill Q2 NII $0.41/Share; Declares $0.38 Dividend

AI Summary

Nuveen Churchill Direct Lending Corp. announced its second quarter 2026 financial results, reporting Net Investment Income of $0.41 per share and declaring a third-quarter distribution of $0.38 per share. The company's Net Asset Value per share decreased to $17.19, and non-accrual investments increased. Strategically, Nuveen Churchill redeemed CLO-III, formed a new joint venture, and issued additional 2030 Notes to optimize its balance sheet.

Key Highlights

  • Reported Net Investment Income of $0.41 per share for Q2 2026.
  • Net Asset Value (NAV) per share decreased to $17.19 from $17.50 QoQ.
  • Declared a Q3 distribution of $0.38 per share ($0.36 regular, $0.02 supplemental).
  • Redeemed CLO-III in full for $297.9 million on July 7, 2026.
  • Formed an unconsolidated joint venture, which acquired $148.9 million of first lien loans.
  • Issued an additional $100 million of existing 2030 Notes.
  • Non-accrual investments increased to 1.5% of fair value (9 companies) from 0.6% (5 companies).
  • Debt-to-equity ratio improved to 1.29x from 1.32x QoQ.