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TriplePoint Venture Growth BDC Earnings Calls
| Release date | May 06, 2026 |
| EPS estimate | $0.250 |
| EPS actual | $0.230 |
| EPS Surprise | -8.00% |
| Revenue estimate | 23.139M |
| Revenue actual | 22.775M |
| Revenue Surprise | -1.57% |
| Release date | Mar 04, 2026 |
| EPS estimate | $0.260 |
| EPS actual | $0.250 |
| EPS Surprise | -3.85% |
| Revenue estimate | 23.781M |
| Revenue actual | 22.541M |
| Revenue Surprise | -5.21% |
| Release date | Nov 05, 2025 |
| EPS estimate | $0.290 |
| EPS actual | $0.260 |
| EPS Surprise | -10.34% |
| Revenue estimate | 23.781M |
| Revenue actual | 22.158M |
| Revenue Surprise | -6.82% |
| Release date | Aug 06, 2025 |
| EPS estimate | $0.300 |
| EPS actual | $0.280 |
| EPS Surprise | -6.67% |
| Revenue estimate | 24.378M |
| Revenue actual | 23.244M |
| Revenue Surprise | -4.65% |
Last 4 Quarters for TriplePoint Venture Growth BDC
Below you can see how TPVG performed 4 days prior and 4 days after releasing the earnings report. Also, you can see the pre-estimates and the actual earnings. This information can give you a slight idea of what you might expect for the next quarter's release.
| Release date | Aug 06, 2025 |
| Price on release | $6.90 |
| EPS estimate | $0.300 |
| EPS actual | $0.280 |
| EPS surprise | -6.67% |
| Date | Price |
|---|---|
| Jul 31, 2025 | $6.88 |
| Aug 01, 2025 | $6.79 |
| Aug 04, 2025 | $6.79 |
| Aug 05, 2025 | $6.90 |
| Aug 06, 2025 | $6.90 |
| Aug 07, 2025 | $6.33 |
| Aug 08, 2025 | $6.22 |
| Aug 11, 2025 | $6.28 |
| Aug 12, 2025 | $6.28 |
| 4 days before | 0.291% |
| 4 days after | -8.99% |
| On release day | -8.26% |
| Change in period | -8.72% |
| Release date | Nov 05, 2025 |
| Price on release | $5.54 |
| EPS estimate | $0.290 |
| EPS actual | $0.260 |
| EPS surprise | -10.34% |
| Date | Price |
|---|---|
| Oct 30, 2025 | $5.44 |
| Oct 31, 2025 | $5.47 |
| Nov 03, 2025 | $5.56 |
| Nov 04, 2025 | $5.46 |
| Nov 05, 2025 | $5.54 |
| Nov 06, 2025 | $5.73 |
| Nov 07, 2025 | $5.66 |
| Nov 10, 2025 | $5.48 |
| Nov 11, 2025 | $5.80 |
| 4 days before | 1.84% |
| 4 days after | 4.69% |
| On release day | 3.43% |
| Change in period | 6.62% |
| Release date | Mar 04, 2026 |
| Price on release | $5.27 |
| EPS estimate | $0.260 |
| EPS actual | $0.250 |
| EPS surprise | -3.85% |
| Date | Price |
|---|---|
| Feb 26, 2026 | $5.52 |
| Feb 27, 2026 | $5.19 |
| Mar 02, 2026 | $5.27 |
| Mar 03, 2026 | $5.32 |
| Mar 04, 2026 | $5.27 |
| Mar 05, 2026 | $5.36 |
| Mar 06, 2026 | $5.27 |
| Mar 09, 2026 | $5.26 |
| Mar 10, 2026 | $5.18 |
| 4 days before | -4.53% |
| 4 days after | -1.71% |
| On release day | 1.71% |
| Change in period | -6.16% |
| Release date | May 06, 2026 |
| Price on release | $5.57 |
| EPS estimate | $0.250 |
| EPS actual | $0.230 |
| EPS surprise | -8.00% |
| Date | Price |
|---|---|
| Apr 30, 2026 | $5.47 |
| May 01, 2026 | $5.56 |
| May 04, 2026 | $5.61 |
| May 05, 2026 | $5.48 |
| May 06, 2026 | $5.57 |
| May 07, 2026 | $5.99 |
| May 08, 2026 | $5.77 |
| May 11, 2026 | $5.62 |
| May 12, 2026 | $5.75 |
| 4 days before | 1.83% |
| 4 days after | 3.23% |
| On release day | 7.54% |
| Change in period | 5.12% |
TriplePoint Venture Growth BDC Earnings Call Transcript Summary of Q1 2026
TriplePoint Venture Growth BDC (TPVG) reported Q1 2026 net investment income (NII) of $9.1M ($0.23/share), which fully covered the $0.23/share quarterly dividend. The company funded $26.5M of new debt investments (within its $25M–$50M quarterly target) and signed $256M of term sheets at the TriplePoint Capital platform level. Weighted average portfolio yield rose to 13.5% (from 12.7%), driven by mix shifts, amendments and prepayments. TPVG reduced gross leverage to 1.27x and lowered unfunded commitments 20% to $207M; liquidity stood at $112M ($9M cash, $103M revolver availability). NAV declined slightly to $8.65/share due to ~$7M of unrealized losses on debt (credit downgrades) and FX impacts, partially offset by ~$6.3M of unrealized gains in warrants/equity (notably Revolut); total warrant/equity fair value was $144M. The adviser fully waived the quarterly income incentive fee through 2026, and the Board authorized a 12-month $12.5M open-market buyback program. Management emphasized continued sector rotation into AI and AI-adjacent high-quality venture growth companies (cybersecurity, robotics, vertical software, fintech, aerospace/defense), expects continued pickup in M&A/exit activity (e.g., Observe AI acquisition by Snowflake), and reiterated a disciplined underwriting and balance-sheet management approach. DBRS reaffirmed TPVG’s BBB low rating with stable outlook.
