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
1%
downside
Avg. target
$14.33
1%
upside
High target
$15
6%
upside
3 analyst ratings
0 positive
0%
3 neutral
100%
0 negative
0%
Wells Fargo Finian O'Shea 50% 1-year accuracy 30 / 60 met price target | 1%downside $14 | Equal-Weight Maintained | 28 Apr 2025 |
JP Morgan Melissa Wedel 56% 1-year accuracy 10 / 18 met price target | 1%downside $14 | Neutral Maintained | 24 Apr 2025 |
Keefe, Bruyette & Woods Paul Johnson 75% 1-year accuracy 12 / 16 met price target | 6%upside $15 | Market Perform Maintained | 8 Apr 2025 |
Financial journalist opinion
Based on 10 articles about OCSL published over the past 30 days
Neutral
Seeking Alpha
4 days ago
BDC Weekly Review: Bimodal Q1 Numbers Weigh On The Sector
We take a look at the action in business development companies through the first week of May and highlight some of the key themes we are watching. BDCs fell around 1.5% this week due to a couple of weak Q1 reports, with the sector still below pre-Liberation Day levels. Despite recent dips, historically resilient BDCs are showing strong ROE figures, suggesting selective opportunities for patient investors.
Negative
Seeking Alpha
6 days ago
Oaktree Specialty Lending: A 13.2% Yield You Need To Avoid (Rating Downgrade)
Oaktree Specialty Lending's 13.2% dividend yield is risky due to rising non-accruals and a slowing economy, making another dividend cut likely. Despite a recent dividend cut, OCSL's financials continue to decline, with net asset value dropping significantly and non-performing loans increasing. OCSL's balance sheet is in decent shape with low debt-to-equity and strong liquidity, but this doesn't offset the risks from deteriorating fundamentals.
Negative
Seeking Alpha
1 week ago
Oaktree Specialty Lending: Staying Away From This BDC For The Remainder Of 2025
Oaktree Specialty Lending (OCSL) faces vulnerabilities including weak dividend coverage, portfolio concentration, and negative impacts from tariffs. OCSL's portfolio is heavily concentrated in Software & Services, and rising non-accruals indicate worsening borrower performance, exacerbated by high interest rates. Despite trading at a significant discount to NAV, OCSL's declining NAV and increasing non-accruals suggest ongoing financial instability and potential further downside in 2025.
Neutral
Seeking Alpha
1 week ago
Oaktree Specialty Lending Corporation (OCSL) Q2 2025 Earnings Call Transcript
Oaktree Specialty Lending Corporation (NASDAQ:OCSL ) Q2 2025 Earnings Conference Call May 1, 2025 11:00 AM ET Company Participants Clark Koury – Head-Investors Matt Pendo – President Armen Panossian – Chief Executive Officer and Chief Investment Officer Chris McKown – Chief Financial Officer and Treasurer Conference Call Participants Finian O'Shea – Wells Fargo Melissa Wedel – JPMorgan Paul Johnson – KBW Operator Welcome and thank you for joining Oaktree Specialty Lending Corporation's Second Fiscal Quarter 2025 Conference Call. Today's conference call is being recorded.
Negative
Zacks Investment Research
2 weeks ago
Oaktree Specialty Lending (OCSL) Lags Q2 Earnings and Revenue Estimates
Oaktree Specialty Lending (OCSL) came out with quarterly earnings of $0.45 per share, missing the Zacks Consensus Estimate of $0.51 per share. This compares to earnings of $0.56 per share a year ago.
Neutral
GlobeNewsWire
2 weeks ago
Oaktree Specialty Lending Corporation Announces Second Fiscal Quarter 2025 Financial Results
LOS ANGELES, CA, May 01, 2025 (GLOBE NEWSWIRE) -- Oaktree Specialty Lending Corporation (NASDAQ: OCSL) (“Oaktree Specialty Lending” or the “Company”), a specialty finance company, today announced its financial results for the fiscal quarter ended March 31, 2025.
Positive
Seeking Alpha
2 weeks 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
2 weeks 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
3 weeks 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
3 weeks 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.
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