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BlackRock TCP Capital Reports Decrease in Net Investment Income

BlackRock TCP Capital Corp. has reported its financial results for the fourth quarter and the year ending December 31, 2025. The company announced a net investment income of $0.26 per share for the fourth quarter, which exceeded the regular dividend of $0.25 per share paid on December 31, 2025. Adjusted net investment income for the year ended December 31, 2025, was $1.22 per share, showing a decrease from $1.65 per share in 2024.

The net asset value per share was reported as $7.07 as of December 31, 2025, compared to $8.71 as of September 30, 2025. The net decrease in net assets from operations for the quarter ended December 31, 2025, was $118.3 million, or $1.39 per share, indicating a significant decline from the net increase in net assets from operations for the previous quarter.

As of December 31, 2025, investments on non-accrual status represented 4.0% of the portfolio at fair value and 9.7% at cost, compared to 3.5% of the portfolio at fair value and 7.0% at cost as of September 30, 2025. The total investment acquisitions and dispositions during the quarter ended December 31, 2025, were approximately $35.5 million and $80.7 million, respectively.

The company's net regulatory leverage increased to 1.41x compared to 1.20x at September 30, 2025. Additionally, the board of directors declared a first-quarter dividend of $0.17 per share, payable on March 31, 2026.

Regarding the investment portfolio, as of December 31, 2025, it consisted of debt and equity positions in 141 portfolio companies with a total fair value of approximately $1.5 billion. The weighted average annual effective yield of the debt portfolio was approximately 11.1%, showing a slight decrease from 11.5% as of September 30, 2025.

The company reported total investment income of approximately $43.9 million, or $0.52 per share, for the three months ended December 31, 2025. Total operating expenses for the same period were approximately $21.2 million, or $0.25 per share. Net investment income for the three months ended December 31, 2025, was approximately $22.1 million, or $0.26 per share, while the net decrease in net assets resulting from operations was $118.3 million, or $1.39 per share.

As of December 31, 2025, available liquidity was approximately $570.2 million, with a combined weighted-average interest rate on debt outstanding at 4.90%. The company's total debt outstanding at December 31, 2025, was detailed in the press release.

Following these announcements, the company's shares moved -1.03%, and are now trading at a price of $5.79. Check out the company's full 8-K submission here.

The above analysis is intended for educational purposes only and was performed on the basis of publicly available data. It is not to be construed as a recommendation to buy or sell any security. Any buy, sell, or other recommendations mentioned in the article are direct quotations of consensus recommendations from the analysts covering the stock, and do not represent the opinions of Market Inference or its writers. Past performance, accounting data, and inferences about market position and corporate valuation are not reliable indicators of future price movements. Market Inference does not provide financial advice. Investors should conduct their own review and analysis of any company of interest before making an investment decision.

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