• Chicago Atlantic BDC discussed 1Q26 results on earnings call attended by Chief Executive Officer Peter Sack, Interim Chief Financial Officer Thomas Geoffroy, President Bernardino Colonna, Investor Relations representative Lisa Kampf, analyst Pablo Zuanic.
• Net investment income rose to $10 million, or $0.44 per share, on gross investment income of $16.7 million; board declared $0.34 dividend for seventh straight quarter.
• Funded record $93.9 million across seven portfolio companies; repayments and amortization totaled $63.4 million, leaving net investment activity of $32 million; ended quarter with $54.5 million drawn on revolving line of credit, debt-to-equity ratio 0.18x.
• Filed shelf registration to issue up to $500 million in securities, with management framing it as primarily aimed at future debt securities; CEO said timing and potential rates are too early to discuss, expects leverage to remain well below BDC industry average.
• Cited DOJ move toward Schedule III for state-licensed medical cannabis products as catalyst for improved borrower cash flow via elimination of 280E; management pointed to rising M&A-driven deal flow in pipeline, with administrative hearing on recreational cannabis rescheduling set for June 29 and expected to conclude by July 15.

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