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Sound Point Meridian (NYSE: SPMA) estimates June 30 2026 NAV and income

Filing Impact
(Moderate)
Filing Sentiment
(Neutral)
Form Type
8-K

Rhea-AI Filing Summary

Sound Point Meridian Capital, Inc. reported management’s unaudited estimates for the value of its common stock as of June 30, 2026. The estimated net asset value per share is in a range of $9.83 to $9.93.

For the quarter ended June 30, 2026, management’s unaudited estimates place net investment income between $0.20 and $0.28 per share. Over the same period, management estimates a realized loss in a range of ($0.65) to ($0.57) per share. All figures are preliminary and unaudited.

Positive

  • None.

Negative

  • None.
Item 8.01 Other Events Other
Voluntary disclosure of events the company deems important to shareholders but not covered by other items.
Estimated NAV per share $9.83–$9.93 Management’s unaudited estimate as of June 30, 2026
Estimated net investment income per share $0.20–$0.28 Management’s unaudited estimate for the quarter ended June 30, 2026
Estimated realized loss per share ($0.65)–($0.57) Management’s unaudited estimate for the quarter ended June 30, 2026
Series A Preferred dividend rate 8.00% 8.00% Series A Preferred Stock due 2029 listed on NYSE
Series B Preferred dividend rate 7.875% 7.875% Series B Preferred Stock due 2030 listed on NYSE
net asset value financial
"Management’s unaudited estimate of the range of the net asset value per share"
Net asset value is the total value of an investment fund's assets minus any liabilities, divided by the number of shares or units outstanding. It represents the per-share worth of the fund, similar to how the value of a house is determined by its total worth after debts are subtracted. Investors use it to gauge the true value of their holdings and to compare different investment options.
net investment income financial
"management’s unaudited estimate of the range of our net investment income"
Net investment income is the money an investor or fund actually keeps from its investments after subtracting the costs of running those investments (like management fees, interest, and losses). Think of it as your paycheck from owning assets: gross returns minus the bills needed to earn them. Investors watch it because it shows how profitable the investment activities are, influences dividend payouts and cash available for growth, and helps compare true performance across funds or companies.
realized gain (loss) financial
"management’s unaudited estimate of the range of our realized gain (loss)"
Emerging growth company regulatory
"Emerging growth company"
An emerging growth company is a recently public or smaller public firm that qualifies for temporary, lighter regulatory and disclosure rules to reduce the cost and effort of being public. For investors, it means the company may provide less historical financial detail and face fewer reporting requirements than larger firms, so it can grow more quickly but also carries higher uncertainty—like buying a promising early-stage product with fewer user reviews.
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FAQ

What net asset value range did Sound Point Meridian Capital (SPMA) estimate as of June 30, 2026?

The company estimated a net asset value per share between $9.83 and $9.93 as of June 30, 2026. These figures are described as management’s unaudited estimates and may change once full financial statements are prepared and reviewed.

What net investment income per share did SPMA estimate for the quarter ended June 30, 2026?

Management estimated net investment income in a range of $0.20 to $0.28 per share for the quarter ended June 30, 2026. This range is unaudited and reflects preliminary internal calculations rather than final reported results.

What realized gain or loss per share did SPMA estimate for the quarter ended June 30, 2026?

The company estimated a realized loss between ($0.65) and ($0.57) per share of common stock for the quarter ended June 30, 2026. This is presented as an unaudited management estimate rather than finalized performance data.

Are SPMA’s June 30, 2026 financial figures audited or final?

All disclosed figures are explicitly described as management’s unaudited estimates. They are preliminary and may differ from amounts in future financial statements once normal review, closing, and audit or review procedures are completed.

Which securities of Sound Point Meridian Capital are listed on the New York Stock Exchange?

The NYSE lists the company’s Common Stock (symbol SPMC), its 8.00% Series A Preferred Stock due 2029 (SPMA), and its 7.875% Series B Preferred Stock due 2030 (SPME), as identified in the disclosure of listed securities.
false 0001930147 0001930147 2026-07-14 2026-07-14 0001930147 spmc:CommonStockParValue0.001PerShareMember 2026-07-14 2026-07-14 0001930147 spmc:Sec8.00SeriesPreferredStockDue2029Member 2026-07-14 2026-07-14 0001930147 spmc:Sec7.875SeriesBPreferredStockDue2030Member 2026-07-14 2026-07-14 iso4217:USD xbrli:shares iso4217:USD xbrli:shares

 

 

 

UNITED STATES

SECURITIES AND EXCHANGE COMMISSION

WASHINGTON, DC 20549

 

FORM 8-K

 

CURRENT REPORT

 

Pursuant to Section 13 or 15(d) of the

Securities Exchange Act of 1934

 

Date of report (Date of earliest event reported): July 14, 2026

 

SOUND POINT MERIDIAN CAPITAL, INC.

(Exact name of Registrant as Specified in Its Charter)

 

Delaware   811-23881   99-3083840

(State or Other Jurisdiction

of Incorporation)

 

(Commission

File Number)

 

(IRS Employer

Identification No.)

 

375 Park Avenue, 34th Floor, New York, New York   10152
(Address of Principal Executive Offices)   (Zip Code)

 

Registrant’s telephone number, including area code: (212) 895-2293

 

 

 

(Former Name or Former Address, if Changed Since Last Report)

 

Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions:

 

Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)

 

Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)

 

Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))

 

Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))

 

Securities registered pursuant to Section 12(b) of the Act:

 

Title of each class   Trading Symbol(s)   Name of each exchange on which registered
Common Stock, par value $0.001 per share   SPMC   New York Stock Exchange
8.00% Series A Preferred Stock due 2029   SPMA   New York Stock Exchange
7.875% Series B Preferred Stock due 2030   SPME   New York Stock Exchange

 

Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 or Rule 12b- 2 of the Securities Exchange Act of 1934.

 

Emerging growth company

 

If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. ☐

 

 

 

 

 

 

Item 8.01 – Other Events.

 

Management’s unaudited estimate of the range of the net asset value per share of Sound Point Meridian Capital, Inc.’s (the “Company”) common stock as of June 30, 2026, was between $9.83 and $9.93.

 

In addition, for the quarter ended June 30, 2026, management’s unaudited estimate of the range of our net investment income was between $0.20 and $0.28 per share of our common stock and management’s unaudited estimate of the range of our realized gain (loss) was between ($0.65) and ($0.57) per share of our common stock. 

 

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SIGNATURES

 

Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned thereunto duly authorized.

 

  Sound Point Meridian Capital, Inc.
   
Date: July 14, 2026 By: /s/ Ujjaval Desai
  Name:  Ujjaval Desai
  Title: Chief Executive Officer

 

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Filing Exhibits & Attachments

4 documents