Mount Logan Capital Inc. announced Q4 and full year 2025 financial results, reporting consolidated net loss before taxes of $58.5 million and basic EPS of ($7.08), alongside segment metrics including Asset Management FRE of $8.5 million and Insurance Solutions SRE of $0.0 million. The company disclosed strategic asset acquisitions expected to increase FRE, a $0.03 per share dividend, $40 million senior notes issuance, and a $10 million share repurchase program.
Key takeaways
Consolidated net loss before taxes $58.5 million for full year 2025 vs. $9.8 million in 2024
Basic EPS ($7.08) for full year 2025 vs. ($1.70) in 2024
Asset Management FRE $8.5 million for full year 2025 vs. $9.1 million in 2024
Insurance Solutions SRE $0.0 million for full year 2025 vs. $13.7 million in 2024
SOFIX signed agreement to acquire $100+ million assets from Yieldstreet AIF, expected to increase annual FRE by at least $2.8 million
Declared $0.03 per common share dividend, record date March 30, 2026, payable April 15, 2026
$40 million senior unsecured notes issued to repay credit facility and general purposes
$15 million tender offer closed, purchasing ~12% of common shares outstanding as of February 2, 2026