Dafinchi AI

OneMain Holdings, Inc.

OMF

Financial Services

3w

Financial Performance Summary

30-plus delinquency was 5.07%, down 29 basis points year-over-year.
Capital generation was $222 million, up 63% year-over-year.
C&I adjusted earnings were $1.45 per share, up 42%.
C&I net charge-offs were 7.6%, down 60 basis points from last quarter and down 88 basis points year-over-year.
Consumer loan net charge-offs were 7.2%, down 64 basis points from last quarter and down 110 basis points year-over-year.
Consumer loan yield was 22.6%, up 19 basis points from the first quarter and up 67 basis points year-over-year.
GAAP net income was $167 million or $1.40 per diluted share, up 137% from $0.59 per diluted share in Q2 2024.
Interest income grew 10% year-over-year driven by receivables growth and yield improvement.
Managed receivables ended the quarter at $25.2 billion, up 7% from a year ago.
Net leverage at the end of Q2 was 5.5x, flat to last quarter.
Operating expenses were $415 million, up 11% compared to a year ago.
Originations grew 9%, driven by expanded use of granular data and product innovations.
Total revenue grew 10% and receivables grew 7% year-over-year, crossing the $25 billion mark for the first time.

National Retail Properties, Inc.

NNN

Financial Services

1w

Strategic Capital Markets Activity and Debt Maturity Profile

Successfully completed $500 million 5-year unsecured bond offering at a 4.6% coupon, positioning the company strongly for future strategies.
Achieved an average debt maturity of over 11 years, sector-leading, providing balance sheet flexibility.
Pro forma liquidity of nearly $1.5 billion post-bond issuance, with no floating or secured debt, supporting growth and acquisition plans.

KKR Real Estate Finance Trust Inc.

KREF

Financial Services

3w

Financial Performance Summary

A $0.25 cash dividend was paid for the quarter.
Book value per share was $13.84 as of June 30, 2025.
Distributable loss was $3 million primarily due to taking ownership of the West Hollywood property.
KKR Real Estate Finance Trust reported a GAAP net loss of $35 million or negative $0.53 per share for Q2 2025.
Liquidity remained strong with $757 million available, including $108 million cash and $620 million revolver capacity.
Originations totaled $211 million with repayments totaling $450 million in Q2.
Prior to realized losses, distributable earnings were $16 million or $0.24 per share.

CTO Realty Growth, Inc.

CTO

Financial Services

2w

Financial Performance Summary

Core FFO per share was $0.45, consistent with the prior year quarter despite growth in core FFO due to reduced leverage.
Core FFO was $14.7 million for the quarter, a $4.3 million increase compared to $10.3 million in the prior year quarter.
Net debt to EBITDA was 6.9x, improved from 7.5x a year ago but up from 6.3x at the start of the year due to acquisitions and tenant vacancies.
The company signed approximately 227,000 square feet of new leases, renewals, and extensions at an average cash base rent of $25.43 per square foot in Q2 2025.
The property portfolio of 5.3 million square feet was 93.9% leased and 90.2% occupied at quarter-end.
The signed not open leasing pipeline stands at $4.6 million, representing 4.6% of in-place cash rents.
Year-to-date leasing totaled 339,000 square feet with a 27% cash rent spread on comparable leases.