LIEN Chicago Atlantic BDC, Inc.

BULLISH Impact: 6/10 8-K
Horizon weeks Filed May 14, 2026 Processed 9d 15h ago SEC 0001213900-26-056216
8-K Item 2.02: Earnings release

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Executive Summary

Chicago Atlantic BDC (LIEN) reported record Q1 2026 results with net investment income of $0.44 per share, a 22% sequential increase from Q4 2025's $0.36, driven by record portfolio funding of $93.9 million. The portfolio grew to $364M at fair value, NAV per share edged up to $13.33, and the company maintained zero non-accruals. A $500M shelf registration was filed post-quarter to support future portfolio growth.

Actionable Insight

Record NII per share of $0.44 covers the $0.34 dividend by 1.29x, the strongest coverage in the company's history. The $500M shelf registration signals intent to scale the portfolio aggressively. Watch for deployment pace and whether the weighted average yield can be maintained as the portfolio grows. The cannabis rescheduling catalyst (DOJ reclassification to Schedule III in April 2026) is a tailwind for borrower credit quality.

Key Facts

  • Net investment income of $10.0M ($0.44/share) vs $8.3M ($0.36/share) in Q4 2025, a record
  • Total investment portfolio grew to $364.0M at fair value, up $30.7M from prior quarter
  • Funded $93.9M in new investments across 7 portfolio companies during the quarter
  • NAV per share increased to $13.33 from $13.30 in Q4 2025
  • Dividend maintained at $0.34/share for Q2 2026, payable July 10, 2026
  • Zero loans on non-accrual status; 100% of debt investments are senior secured
  • Filed $500M shelf registration on May 11, 2026 for future capital markets access
  • Weighted average portfolio yield maintained at 15.8%
  • Liquidity of $48.8M as of March 31, 2026; $51.5M as of May 13, 2026

Financial Impact

Net investment income rose 20.5% sequentially to $10.0M; portfolio grew 9.2% QoQ to $364M; NAV per share +$0.03 QoQ

net investment incomeportfolio fair valueNAV per sharedividend coverage

Risk Factors

  • Unrealized depreciation of $1.4M due to widening credit spreads during the quarter
  • Revolving credit facility draw increased to $54.5M from $25.0M, raising interest expense to $1.02M (up 120% QoQ)
  • Shelf registration could lead to future equity dilution if common stock is issued
  • Concentration risk: 76% of portfolio in cannabis, which remains federally illegal for adult-use

Market Snapshot

Exchange
Nasdaq
Analyst Consensus
75% bullish (8 analysts)

Documents Analyzed

This report is based on 7 SEC documents filed with EDGAR.

DocumentAccession Number
8-K Filing (Primary)0001213900-26-056216
Document: ea029069801ex99-2.htm0001213900-26-056216
Document: ea0290698-8k_chicago.htm0001213900-26-056216
Document: 0001213900-26-056216-index-headers.html0001213900-26-056216
Document: 0001213900-26-056216-index.html0001213900-26-056216
Document: 0001213900-26-056216.txt0001213900-26-056216
8-K Data (Synthetic)0001213900-26-056216
5 reports for LIEN
Performance horizon

Track record builds as more directional reports settle.

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Reports for LIEN — sortable, filterable
Type Now
May 14, 2026
9d ago
8-K
BULLISH ★ 6/10
$9.14 awaiting T+20awaiting T+20$9.89 (+8.21%)
May 14, 2026
9d ago
Press Release
NEUTRAL ★ 2/10
awaiting T+20
May 14, 2026
9d ago
Press Release
BULLISH ★ 6/10
awaiting T+20
Mar 19, 2026
9w ago
Press Release
BULLISH ★ 7/10
$9.74 $9.55▼ −1.94%▼ −9.56%$9.89 (+1.56%)
Mar 3, 2026
11w ago
Press Release
NEUTRAL ★ 3/10
$9.64 $9.40▼ −2.51%▲ +1.91%$9.89 (+2.57%)
Showing 5 of 5

US Market Status

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