Mount Logan Capital Inc. (MLCI) Form 8-K — Nov 5, 2026
Mount Logan Capital Inc. (Nasdaq: MLCI) announced Q3 2026 results with a consolidated net loss of $3.7 million ($0.33 per share), narrowed sharply from a $13.4 million loss ($1.64) in the year-ago quarter, which had included TURN merger transaction expenses. Segment dynamics diverged: Asset Management fee-related earnings fell 82% year-over-year to $0.5 million, while Insurance Solutions spread-related earnings rose 81% to $2.7 million, helped by a 7.3% portfolio yield. Year-to-date Segment Income reached $11.5 million, up 21% year-over-year, on $1.8 billion of total AUM.
Key figures
- Revenue
- 12851000
- Guidance
- Management expects improving financial performance beginning in Q4 2026 and building through 2027 as strategic initiatives contribute
- Revenue Yoy
- +12% (Q3 2026 vs Q3 2025 total revenues of $11.4M)
- Total Assets
- 1409756000
- Cash Position
- $43.6M (consolidated cash and equivalents, excluding restricted cash and VIE cash)
- Shares Outstanding
- 11490883
- Aum
- 1800000000
- Afp fund size
- 230000000
- Total capital
- 173100000
- Am best rating
- B+
- Insurance sre q3
- 2707000
- Bc partners stake
- approximately 2%
- Insurance yield q3
- 7.3% (7.8% ex-funds withheld/Modco)
- Quarterly dividend
- 0.03
- Segment income ytd
- 11518000
- Bc partners buy plan
- 1500000
- Insurance sre change
- +81% vs $1.5M in Q3 2025
- Total capital change
- -$11.4M vs December 31, 2025
- Asset management fre q3
- 472000
- Segment income ytd growth
- +21% YoY ($2.0M increase)
- Interval fund aum post afa
- 460000000
- Asset management fre change
- -$2.2M vs $2.7M in Q3 2025
- Ability assets ex intangibles
- 691200000
- Run rate fre from strategic transactions
- 6500000
AI analysis
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