Sixth Street SpecialtyTSLX
TSLX
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.
0
Funds holding %
of 7,245 funds
0
Analysts bullish %
of 4 analysts
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
74% more first-time investments, than exits
New positions opened: 33 | Existing positions closed: 19
55% more repeat investments, than reductions
Existing positions increased: 87 | Existing positions reduced: 56
9% more capital invested
Capital invested by funds: $889M [Q4 2024] → $970M (+$81.4M) [Q1 2025]
5% more funds holding
Funds holding: 219 [Q4 2024] → 229 (+10) [Q1 2025]
1.62% more ownership
Funds ownership: 44.67% [Q4 2024] → 46.28% (+1.62%) [Q1 2025]
14% less funds holding in top 10
Funds holding in top 10: 7 [Q4 2024] → 6 (-1) [Q1 2025]
50% less call options, than puts
Call options by funds: $1.97M | Put options by funds: $3.91M
Research analyst outlook
4 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$21
7%
downside
Avg. target
$23
1%
upside
High target
$25
11%
upside
4 analyst ratings
4 positive
100%
0 neutral
0%
0 negative
0%
Wells Fargo Finian O'Shea | 7%downside $21 | Overweight Maintained | 2 May 2025 |
Raymond James Robert Dodd | 2%upside $23 | Outperform Maintained | 2 May 2025 |
JP Morgan Melissa Wedel | 4%downside $22 | Overweight Maintained | 24 Apr 2025 |
RBC Capital Kenneth Lee | 11%upside $25 | Outperform Maintained | 26 Feb 2025 |
Financial journalist opinion
Based on 8 articles about TSLX published over the past 30 days
Neutral
Seeking Alpha
1 week 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.
Neutral
Seeking Alpha
2 weeks ago
Sixth Street Specialty Lending: A BDC Worthy Of Your Capital
Trump's tariffs have escalated into a U.S.-China trade war, creating a riskier environment for BDCs, likely impacting their portfolio performance. TSLX's strong portfolio, focused on first-lien debt and diversified investments, positions it well to handle economic downturns and non-accruals. TSLX's internal performance ratings are outstanding, with 94.5% of the portfolio raising no concerns and non-accruals at a manageable 1.2%.
Positive
Seeking Alpha
2 weeks ago
2 Great 7-10% Yields For Retirement Income
Berkshire Hathaway famously doesn't pay a dividend, but these high yield stocks do, and trade at attractive valuations. Sixth Street Specialty Lending provides a 10.1% yield, conservative middle-market lending, strong underwriting standards, and robust liquidity, making it ideal for income investors. Omega Healthcare Investors offers a 7.4% yield, benefits from strategic acquisitions, private-pay tenant growth, and a triple-net lease model, supported by demographic trends.
Neutral
Seeking Alpha
2 weeks ago
Sixth Street Specialty Lending, Inc. (TSLX) Q1 2025 Earnings Call Transcript
Sixth Street Specialty Lending, Inc. (NYSE:TSLX ) Q1 2025 Results Conference Call May 1, 2025 8:30 AM ET Company Participants Cami VanHorn - Head, Investor Relations Joshua Easterly - Chief Executive Officer Bo Stanley - President Ian Simmonds - Chief Financial Officer Conference Call Participants Finn O'Shea - Wells Fargo Brian McKenna - Citizens Mickey Schleien - Ladenburg Kenneth Lee - RBC Capital Markets Sean Paul Adams - Value Securities Maxwell Fritscher - Truist Melissa Wedel - JPMorgan Robert Dodd - Raymond James Paul Johnson - KBW Operator Good day, and thank you for standing by. Welcome to the Sixth Street Specialty Lending, Inc. First Quarter 2025 Earnings Conference Call.
Neutral
Business Wire
3 weeks ago
Sixth Street Specialty Lending, Inc. Provides a Letter to Stakeholders in Conjunction with its First Quarter Earnings Results
NEW YORK--(BUSINESS WIRE)--Sixth Street Specialty Lending, Inc. (NYSE: TSLX, or the “Company”) today sent the following letter to its stakeholders in conjunction with its first quarter ended March 31, 2025 financial results. Please view a printable version of the letter here. Source: Sixth Street Specialty Lending, Inc.
Neutral
Zacks Investment Research
3 weeks ago
Sixth St (TSLX) Reports Q1 Earnings: What Key Metrics Have to Say
While the top- and bottom-line numbers for Sixth St (TSLX) give a sense of how the business performed in the quarter ended March 2025, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
Positive
Zacks Investment Research
3 weeks ago
Sixth Street (TSLX) Q1 Earnings Top Estimates
Sixth Street (TSLX) came out with quarterly earnings of $0.58 per share, beating the Zacks Consensus Estimate of $0.56 per share. This compares to earnings of $0.58 per share a year ago.
Neutral
Business Wire
3 weeks ago
Sixth Street Specialty Lending, Inc. Reports First Quarter 2025 Earnings Results; Declares a Second Quarter Base Dividend Per Share of $0.46, and a First Quarter Supplemental Dividend Per Share of $0.06
NEW YORK--(BUSINESS WIRE)--Sixth Street Specialty Lending, Inc. (NYSE: TSLX, or the “Company”) today reported financial results for the first quarter ended March 31, 2025. Please view a printable version of the 2025 First Quarter Results. Conference Call Information: A conference call to discuss the Company's financial results will be held at 8:30 a.m. Eastern Time on May 1, 2025. The conference call will be broadcast live in listen-only mode on the Investor Resources section of TSLX's website.
Positive
Seeking Alpha
1 month ago
Sixth Street Specialty Lending: A Quality Dividend Powerhouse For Long-Term Investors
Sixth Street Specialty Lending provides investors with a 10% dividend yield and low volatility, which makes it suitable for defensive income-focused portfolios that require stable cash flows. The company maintains stable stock performance, solid financials and prudent leverage which supports its ability to continue dividend payments even though it trades at a premium to NAV. The recent price pullback presents an attractive entry point, with potential gains of nearly 18% and a solid risk/reward balance.
Positive
Zacks Investment Research
1 month ago
Sixth St (TSLX) Soars 6.4%: Is Further Upside Left in the Stock?
Sixth St (TSLX) witnessed a jump in share price last session on above-average trading volume. The latest trend in earnings estimate revisions for the stock doesn't suggest further strength down the road.
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