Oaktree Specialty LendingOCSL
OCSL
About: Oaktree Specialty Lending Corp is a specialty finance company. The company provides lending services and invests in small and mid-sized companies. The company's investment objective is to maximize its portfolio's total return by generating current income from debt investments, and to a lesser extent, capital appreciation from equity investments. The company provides customized, one-stop credit solutions to companies with limited access to public or syndicated capital markets.
0
Funds holding %
of 7,425 funds
0
Analysts bullish %
of 3 analysts
Fund manager confidence
Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)
60% more call options, than puts
Call options by funds: $955K | Put options by funds: $596K
29% more repeat investments, than reductions
Existing positions increased: 71 | Existing positions reduced: 55
14% more first-time investments, than exits
New positions opened: 42 | Existing positions closed: 37
7% more capital invested
Capital invested by funds: $445M [Q3] → $476M (+$31M) [Q4]
4.77% more ownership
Funds ownership: 33.13% [Q3] → 37.89% (+4.77%) [Q4]
2% more funds holding
Funds holding: 191 [Q3] → 195 (+4) [Q4]
25% less funds holding in top 10
Funds holding in top 10: 4 [Q3] → 3 (-1) [Q4]
Research analyst outlook
3 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$14
3%
downside
Avg. target
$14.33
0%
upside
High target
$15
4%
upside
3 analyst ratings
0 positive
0%
3 neutral
100%
0 negative
0%
Wells Fargo Finian O'Shea 63% 1-year accuracy 38 / 60 met price target | 3%downside $14 | Equal-Weight Maintained | 28 Apr 2025 |
JP Morgan Melissa Wedel 53% 1-year accuracy 10 / 19 met price target | 3%downside $14 | Neutral Maintained | 24 Apr 2025 |
Keefe, Bruyette & Woods Paul Johnson 59% 1-year accuracy 10 / 17 met price target | 4%upside $15 | Market Perform Maintained | 8 Apr 2025 |
Financial journalist opinion
Based on 6 articles about OCSL published over the past 30 days
Positive
Seeking Alpha
5 days ago
A Rare Buying Opportunity: 11%+ Yields The Market Got Completely Wrong
One has grown its dividend for 48 consecutive quarters and just authorized a buyback of 7.5% of its outstanding shares. The other trades at a 17% discount to NAV and is backed by a legendary billionaire investor. Both yields are comfortably covered by cash flow and supported by strong balance sheets.
Neutral
Seeking Alpha
6 days ago
Investing In BDCs For Durable Income Amidst The Looming Recession
Rising non-accrual base is the BDC Achilles heel. The current economic conditions drive up the probability of that risk. Hence, the BDC income and NAV durability have become extremely important topics.
Positive
Seeking Alpha
1 week ago
Focusing On Lower Risk Shares (And Updated Charts For High-Yield Stocks)
Market volatility has increased, making it challenging to predict future Treasury rates and impacting the frequency of my article publications. Price-to-book ratios reveal bargains. Preferred shares offer lower risk and high yields; recent trades in DX-C and EFC-B have been profitable.
Negative
Seeking Alpha
1 week ago
BDC Weekly Review: Consequences Of The Trade War For BDCs
We take a look at the action in business development companies through the second week of April and highlight some of the key themes we are watching. BDCs experienced a 3% decline this week, with volatility at its highest since COVID; traded volumes matched COVID levels. The trade war and market meltdown are causing growth slowdowns and inflation, potentially leading to Fed rate cuts.
Neutral
GlobeNewsWire
2 weeks ago
Oaktree Specialty Lending Corporation Announces Amendments to its Secured Revolving Credit Facility
LOS ANGELES, CA, April 14, 2025 (GLOBE NEWSWIRE) -- Oaktree Specialty Lending Corporation (NASDAQ:OCSL) (“Oaktree Specialty Lending”) today announced that it has extended its senior secured revolving credit facility (the “amended facility”). The final maturity was extended from June 2028 to April 2030.
Negative
Seeking Alpha
2 weeks ago
Oaktree Specialty Lending: Not The Best Investment Choice, Despite High Dividend Yield
The low ranking of Oaktree Specialty Lending, as a BDC, results from its weak performance metrics and superior sector alternatives at a 25% discount to P/NAV. The stock price of OCSL has declined by 32% during the past 52 weeks, which demonstrates its inferior performance relative to the VanEck BDC Income ETF. The stock's negative momentum and damaged long-term outlook result from the decline in NAV, rising non-accruals, and decreasing TII and NII.
Negative
Seeking Alpha
1 month ago
Dividend Cut Alert: 1 BDC And 1 REIT With Likely Lower Dividends In 2025
The current market environment suggests a potential recession, leading investors to favor durable and income-producing assets. BDCs and REITs are likely to be among the key beneficiaries here. However, with REITs and especially BDCs investors have to be careful in order to avoid falling in a value trap.
Neutral
Seeking Alpha
1 month ago
15% Yields Want To Mug Your Dividends
Agency mortgage REITs are achieving exceptional price-to-book ratios. You want a high dividend yield? Great. But don't pay a huge premium in the share price. It's a great time for investors to capture some gains in this sector.
Positive
Seeking Alpha
1 month ago
Buy The Dividend Cut: These 7-11% Yielding Stocks Are Now Strong Buys
Two high-yield stocks just slashed their dividends—but that might be the best thing that ever happened to them. Insiders are loading up, and the market is mispricing these recovery plays with massive upside potential. Lock in yields up to 11% on these overlooked income machines before Mr. Market wakes up!
Positive
Seeking Alpha
1 month ago
Oaktree Specialty Lending: Solid Income Value After 27% Dividend Cut
Oaktree Specialty Lending offers an attractive value proposition due to its valuation, portfolio strategy, and yield, despite having a high non-accrual percentage. OSCL cut its dividend by 27.3% last month, improving its dividend coverage profile to 1.15X in Q1 '25. The investment firm, however, has seen a shrinking portfolio due to higher net loan repayments.
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