Sixth Street Specialty

TSLX

Market cap $2.32B

Overview Fund Activity

24.67 USD

+0.01

0.04%

At close Updated Sep 12, 4:00 PM EDT

Pre-market

After hours

24.31

-0.36

1.46%

1 day

0.04%

5 days

0.08%

1 month

1.94%

3 months

4.98%

6 months

11.33%

Year to date

16.09%

1 year

16.09%

5 years

44.18%

10 years

42.19%

About: Sixth Street Specialty Lending Inc is a specialty finance company focused on providing flexible, fully committed financing solutions to middle market companies located in the United States of America. It partners with companies across a variety of industries and excel at providing creative solutions to companies with complex business models that may have limited access to capital. The company seeks to generate current income in U.S.-domiciled middle-market companies through direct originations of senior secured loans and, to a lesser extent, originations of mezzanine and unsecured loans and investments in corporate bonds and equity securities.

Financials Asset Management

0

Funds holding %

of 7,462 funds

0

Analysts bullish %

of 3 analysts

Fund manager confidence

Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)

204% more call options, than puts

Call options by funds: $4.45M | Put options by funds: $1.46M

52% more repeat investments, than reductions

Existing positions increased: 97 | Existing positions reduced: 64

50% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 20

17% more funds holding in top 10

Funds holding in top 10: 6 [Q1] → 7 (+1) [Q2]

15% more capital invested

Capital invested by funds: $1.07B [Q1] → $1.23B (+$163M) [Q2]

3% more funds holding

Funds holding: 232 [Q1] → 240 (+8) [Q2]

1.14% more ownership

Funds ownership: 50.83% [Q1] → 51.97% (+1.14%) [Q2]

See Fund Rankings

Research analyst outlook

3 Wall Street Analysts provided 1 year price targets over the past 3 months

Low target

$22

-11% downside

Avg. target

$24

-4% downside

High target

$25

1% upside

3 analyst ratings

2 positive

67%

1 neutral

33%

0 negative

0%

Clear Street Mickey Schleien	$22	Hold Initiated	5 Sep 2025
JMP Securities Brian McKenna	$25	Market Outperform Maintained	6 Aug 2025
Wells Fargo Finian O'Shea	$24	Overweight Maintained	1 Aug 2025

See Analyst Rankings

Financial journalist opinion

Sixth Street Specialty Lending: Strength Amid Headwinds And The Premium Reflects That

Sixth Street Specialty Lending has outperformed peers, maintaining strong fundamentals and dividend coverage despite sector headwinds from lower interest rates. TSLX's premium valuation reflects market confidence, supported by robust spillover income, improved leverage, and resilient portfolio quality. While dividend safety remains high, TSLX's heavy floating rate exposure poses risks if rates decline further, potentially impacting earnings and share price.

Sixth Street Specialty Lending: Strength Amid Headwinds And The Premium Reflects That

3 Elite Stocks Yielding 8-10% That Could Be Perfect For What's Next

I believe the current administration will prioritize broad growth over fighting inflation, creating a rare, bullish environment for certain stocks. Economic indicators show growth is bottoming, inflation remains sticky, and recent policies set the stage for cyclical opportunities to thrive. I see a perfect setup for select companies to deliver strong income and total returns, and I'm closely monitoring this environment for action.

3 Elite Stocks Yielding 8-10% That Could Be Perfect For What's Next

It's All Downhill For Most BDCs, Here Is My Approach

Q2 earnings confirmed my call for a market rotation in BDCs; quality bias and selectivity remain critical for outperformance. Structural headwinds—spread compression, falling base rates, and thin dividend coverage—signal elevated risk of further dividend cuts across the sector. Current sector repricing is insufficient for broad new BDC allocations; most remain unattractive except for select names with strong fundamentals.

It's All Downhill For Most BDCs, Here Is My Approach

BDC Weekly Review: Tight Spreads Keep A Lid On Net Income

We take a look at the action in business development companies through the first week of August and highlight some of the key themes we are watching. BDCs underperformed despite strong early earnings, with sector valuations dipping below historical averages. Tight lending spreads continue to pressure BDC net income.

BDC Weekly Review: Tight Spreads Keep A Lid On Net Income

24/7 Wall Street

High-Yield Dividend Stocks Offer Higher Passive Income and Market-Beating Growth

High yield dividend stocks are the personal favorite of investors who want both consistent income and long-term growth.

High-Yield Dividend Stocks Offer Higher Passive Income and Market-Beating Growth

Sixth Street Specialty Lending: Time To Stop Buying (Rating Downgrade)

Sixth Street Specialty remains a top BDC player for its defensive portfolio, strong diversification, and reliable dividend coverage, consistently delivering solid total returns. The company's NAV per share continues to grow, and dividend coverage is robust, even as the sector focus shifts from credit quality to dividend sustainability. Lower interest rates have reduced income potential, but improved credit quality and the potential for increased deal flow partially offset the negatives.

Sixth Street Specialty Lending: Time To Stop Buying (Rating Downgrade)

24/7 Wall Street

Our $20,000 Portfolio Yields 9.3% and Has Crushed the S&P 500 Over 5 Years

Investors love dividend stocks, especially those with ultra-high yields, because they provide a substantial income stream and offer significant total return potential.

Our $20,000 Portfolio Yields 9.3% and Has Crushed the S&P 500 Over 5 Years

Discounts And 10%+ Yields: 2 BDCs To Buy Now

I believe BDC investors face higher odds of unfavorable returns over the next 1-3 years due to macro and sector-specific headwinds. Key risks include a negatively sloped interest rate curve, tight spreads, thin dividend coverage, and historically low non-accruals likely to mean-revert. My strategy: short- to medium-term profit seekers should exit BDCs, while long-term income investors should upgrade to higher-quality names.

Discounts And 10%+ Yields: 2 BDCs To Buy Now

Sixth Street Specialty Lending, Inc. (TSLX) Q2 2025 Earnings Call Transcript

Sixth Street Specialty Lending, Inc. (NYSE:TSLX ) Q2 2025 Earnings Conference Call July 31, 2025 8:30 AM ET Company Participants Cami Senatore - Head of Investor Relations Ian Timothy Simmonds - Chief Financial Officer Joshua William Easterly - CEO & Chairman of the Board Robert Stanley - President Conference Call Participants Arren Saul Cyganovich - Truist Securities, Inc., Research Division Brian J. Mckenna - Citizens JMP Securities, LLC, Research Division Finian Patrick O'Shea - Wells Fargo Securities, LLC, Research Division Kenneth S.

Sixth Street Specialty Lending, Inc. (TSLX) Q2 2025 Earnings Call Transcript

The Motley Fool

Sixth Street (TSLX) Q2 Income Beats 4%

Sixth Street Specialty Lending (TSLX -0.88%), a business development company focused on lending to medium-sized U.S. firms, reported its second quarter 2025 results on July 30, 2025. The standout news was that GAAP total investment income beat Wall Street expectations, with non-GAAP EPS at $0.56, compared to the $0.53 consensus and GAAP revenue at $115.0 million, exceeding the $110.94 million estimate.

Sixth Street (TSLX) Q2 Income Beats 4%

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