Eagle Point Income Company Inc Stock News

The company had to cut its dividend payments, which revealed the weak state of its cash flow protection mechanisms. The company demonstrates operational flexibility through its capital decisions, including ATM purchases at elevated prices and preferred stock issuance and share repurchases, yet these actions generate limited value for shareholders. The CLO exposure provides flexibility to the co...

Ellington Credit: High Yield, Speculative CLO Fund

With the month of July closing out, we are once again seeing the broader equity markets pushing to new all-time highs. As we enter into new all-time highs, we appear to be looking quite stretched on valuations, and CEF discounts have been narrowing.

Eagle Point Income Co Inc (EIC) Q2 2025 Earnings Call Transcript

GREENWICH, Conn.--(BUSINESS WIRE)---- $EIC--Eagle Point Income Company Inc. (the “Company”) (NYSE: EIC, EICA, EICB, EICC) today announced financial results for the quarter ended June 30, 2025 and certain additional activity through July 31, 2025, and declared distributions on shares of the Company's common and preferred stock. “We remain proactive in managing our portfolio, with a focus on gene...

Recent price drops in CLO equity CEFs like ECC, OXLC, OCCI, and CCIF are driven by fear, not fundamentals, creating a compelling buying opportunity. Despite DOJ investigation headlines and distribution cuts, underlying CLO equity fundamentals remain strong, with no substantial increase in defaults or economic downturn signs. These funds now trade at rare, significant discounts to NAV, offering ...

CLOs have been punished in 2025 with ETFs and closed end funds showing significant deterioration. EIC has outperformed ECC but has recently cut the distribution and trails passive ETFs over the last year. We explore EIC's recent performance, valuation, and outlook.

We review the CEF market valuation and performance through the fourth week of July and highlight recent market action. Muni CEFs face NAV pressure from rising Treasury rates, underperformance, and overdistribution, but the sector remains attractive amid tight credit spreads. High yield bond CEF HYI completed its tender offer and will become a perpetual CEF.