Great Elm Group, Inc. (GEG) Q4 2024 Earnings Call Transcript
Financial Performance: Great Elm Group reported a significant increase in revenue, tripling to $9 million in Q4 2024, driven by successful capital raises and property sales, while assets under management (AUM) grew by 22% year-over-year.
Strategic Developments: The company focused on expanding its alternative asset management business, launching new products and services, and successfully raising over $90 million in capital for its BDC, Great Elm Capital Corp, enhancing its growth potential for fiscal 2025.
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Great Elm Group Q2 2026 Earnings Call Insights
- Declining Financial Performance: Great Elm Group reported second-quarter revenue of $3 million, down from $3.5 million in the prior year, primarily due to reduced property sales and incentive fees, indicating vulnerability amid market volatility.
- Significant Unrealized Losses: The company recorded a net loss of $16.5 million for the quarter, driven largely by $14.4 million in unrealized losses, reflecting market valuation pressures on CoreWeave and GECC investments, highlighting severe financial challenges.
- Asset Management Growth: As of December 2026, total assets under management reached $740 million, with fee-paying assets increasing 4% year-over-year to approximately $561 million, demonstrating efforts to expand the asset management platform despite adverse conditions.
- Ongoing Buyback Program: The company repurchased approximately 1.1 million shares at an average price of $2.47 per share during the quarter, totaling about 6.4 million shares since inception, showcasing management's confidence in the company's long-term value.
Great Elm Group Announces Financial Results Release Plans
- Financial Results Announcement: Great Elm Group plans to release its financial results for the fiscal quarter ending December 31, 2025, after market close on February 4, 2026, demonstrating the company's commitment to transparency and investor communication.
- Conference Call Details: The company will host a conference call and webcast on February 5, 2026, at 8:30 a.m. Eastern Time to discuss its fiscal 2026 second quarter financial results, aiming to enhance engagement with investors.
- Participation Information: Interested parties can join the call by dialing +1 (877) 407-0752 or +1 (201) 389-0912 for international callers, ensuring broad investor participation and information dissemination.
- Company Overview: Great Elm Group, Inc. is a publicly traded alternative asset manager focused on a diversified portfolio, managing entities like Great Elm Capital Corp. and Monomoy Properties REIT, showcasing its strength in the alternative investment sector.
Great Elm Group, Inc. Announces Conference Call and Webcast for First Quarter of Fiscal 2026
Financial Results Announcement: Great Elm Group, Inc. plans to release its financial results for the fiscal quarter ending September 30, 2025, on November 12, 2025, after market close.
Conference Call Details: A conference call and webcast to discuss the financial results will be held on November 13, 2025, at 8:30 a.m. ET, with participation details provided for interested parties.
Company Overview: Great Elm Group, Inc. is a publicly-traded alternative asset manager focused on a diversified portfolio across various sectors, including credit and real estate.
Contact Information: Media and investor inquiries can be directed to Great Elm's Investor Relations via the provided email address.
Four Asset Management Fund Stocks Stand Out as Their Growth Rankings Surge This Week
Growth in Asset Management Sector: The Asset Management sector has seen significant improvements in growth rankings for several fund-focused stocks, indicating strong operational momentum and potential for continued sector strength.
Notable Stock Performances: Four asset managers—180 Degree Capital Corp, Western Asset Investment, Great Elm Group Inc, and Royce Micro-Cap Trust Inc—reported substantial week-over-week increases in their growth percentile scores, reflecting effective investment strategies and positive financial performance.
Great Elm Capital announces $50 million public offering of 7.75% notes maturing in 2030
Public Offering Announcement: Great Elm Capital (GECC) has priced a public offering of $50 million in 7.75% notes due 2030, with net proceeds expected to be around $48.1 million after expenses.
Use of Proceeds: The funds will primarily be used to redeem existing higher-interest notes and for general corporate purposes, including potential investments aligned with the company's objectives.
Great Elm Group Sets $1B Growth Goal for Monomoy REIT via Strategic Alliances and Exceptional Performance
Record Financial Performance: Great Elm Group reported a record net income of $15.7 million for Q4 2025, with a 24% year-over-year increase in book value per share, and significant revenue growth driven by its credit segment and the newly launched Monomoy Construction Services.
Strategic Growth Initiatives: The company announced a strategic partnership with Kennedy Lewis Investment Management, aiming to scale Monomoy REIT towards a $1 billion asset target, while also expanding its credit and real estate platforms, supported by recent capital raises and a strong cash position.
Great Elm Group Q2 2026 Earnings Call Insights
- Declining Financial Performance: Great Elm Group reported second-quarter revenue of $3 million, down from $3.5 million in the prior year, primarily due to reduced property sales and incentive fees, indicating vulnerability amid market volatility.
- Significant Unrealized Losses: The company recorded a net loss of $16.5 million for the quarter, driven largely by $14.4 million in unrealized losses, reflecting market valuation pressures on CoreWeave and GECC investments, highlighting severe financial challenges.
- Asset Management Growth: As of December 2026, total assets under management reached $740 million, with fee-paying assets increasing 4% year-over-year to approximately $561 million, demonstrating efforts to expand the asset management platform despite adverse conditions.
- Ongoing Buyback Program: The company repurchased approximately 1.1 million shares at an average price of $2.47 per share during the quarter, totaling about 6.4 million shares since inception, showcasing management's confidence in the company's long-term value.
Great Elm Group Announces Financial Results Release Plans
- Financial Results Announcement: Great Elm Group plans to release its financial results for the fiscal quarter ending December 31, 2025, after market close on February 4, 2026, demonstrating the company's commitment to transparency and investor communication.
- Conference Call Details: The company will host a conference call and webcast on February 5, 2026, at 8:30 a.m. Eastern Time to discuss its fiscal 2026 second quarter financial results, aiming to enhance engagement with investors.
- Participation Information: Interested parties can join the call by dialing +1 (877) 407-0752 or +1 (201) 389-0912 for international callers, ensuring broad investor participation and information dissemination.
- Company Overview: Great Elm Group, Inc. is a publicly traded alternative asset manager focused on a diversified portfolio, managing entities like Great Elm Capital Corp. and Monomoy Properties REIT, showcasing its strength in the alternative investment sector.
Great Elm Group, Inc. Announces Conference Call and Webcast for First Quarter of Fiscal 2026
Financial Results Announcement: Great Elm Group, Inc. plans to release its financial results for the fiscal quarter ending September 30, 2025, on November 12, 2025, after market close.
Conference Call Details: A conference call and webcast to discuss the financial results will be held on November 13, 2025, at 8:30 a.m. ET, with participation details provided for interested parties.
Company Overview: Great Elm Group, Inc. is a publicly-traded alternative asset manager focused on a diversified portfolio across various sectors, including credit and real estate.
Contact Information: Media and investor inquiries can be directed to Great Elm's Investor Relations via the provided email address.
Four Asset Management Fund Stocks Stand Out as Their Growth Rankings Surge This Week
Growth in Asset Management Sector: The Asset Management sector has seen significant improvements in growth rankings for several fund-focused stocks, indicating strong operational momentum and potential for continued sector strength.
Notable Stock Performances: Four asset managers—180 Degree Capital Corp, Western Asset Investment, Great Elm Group Inc, and Royce Micro-Cap Trust Inc—reported substantial week-over-week increases in their growth percentile scores, reflecting effective investment strategies and positive financial performance.
Great Elm Capital announces $50 million public offering of 7.75% notes maturing in 2030
Public Offering Announcement: Great Elm Capital (GECC) has priced a public offering of $50 million in 7.75% notes due 2030, with net proceeds expected to be around $48.1 million after expenses.
Use of Proceeds: The funds will primarily be used to redeem existing higher-interest notes and for general corporate purposes, including potential investments aligned with the company's objectives.
Great Elm Group Sets $1B Growth Goal for Monomoy REIT via Strategic Alliances and Exceptional Performance
Record Financial Performance: Great Elm Group reported a record net income of $15.7 million for Q4 2025, with a 24% year-over-year increase in book value per share, and significant revenue growth driven by its credit segment and the newly launched Monomoy Construction Services.
Strategic Growth Initiatives: The company announced a strategic partnership with Kennedy Lewis Investment Management, aiming to scale Monomoy REIT towards a $1 billion asset target, while also expanding its credit and real estate platforms, supported by recent capital raises and a strong cash position.
