Throughout the last three months, 4 analysts have evaluated Oaktree Specialty Lending (NASDAQ:OCSL), offering a diverse set of opinions from bullish to bearish.
The following table summarizes their recent ratings, shedding light on the changing sentiments within the past 30 days and comparing them to the preceding months.
| Bullish | Somewhat Bullish | Indifferent | Somewhat Bearish | Bearish | |
|---|---|---|---|---|---|
| Total Ratings | 0 | 4 | 0 | 0 | 0 |
| Last 30D | 0 | 1 | 0 | 0 | 0 |
| 1M Ago | 0 | 1 | 0 | 0 | 0 |
| 2M Ago | 0 | 0 | 0 | 0 | 0 |
| 3M Ago | 0 | 2 | 0 | 0 | 0 |
In the assessment of 12-month price targets, analysts unveil insights for Oaktree Specialty Lending, presenting an average target of $20.88, a high estimate of $22.00, and a low estimate of $20.00. Highlighting a 0.57% decrease, the current average has fallen from the previous average price target of $21.00.
Investigating Analyst Ratings: An Elaborate Study
The perception of Oaktree Specialty Lending by financial experts is analyzed through recent analyst actions. The following summary presents key analysts, their recent evaluations, and adjustments to ratings and price targets.
| Analyst | Analyst Firm | Action Taken | Rating | Current Price Target | Prior Price Target |
|---|---|---|---|---|---|
| Melissa Wedel | JP Morgan | Lowers | Overweight | $20.00 | $21.00 |
| Kevin Mcveigh | JMP Securities | Maintains | Market Outperform | $21.00 | - |
| Timothy O'Shea | Wells Fargo | Lowers | Overweight | $20.50 | $22.00 |
| Timothy O'Shea | Wells Fargo | Raises | Overweight | $22.00 | $20.00 |
Key Insights:
- Action Taken: Responding to changing market dynamics and company performance, analysts update their recommendations. Whether they 'Maintain', 'Raise', or 'Lower' their stance, it signifies their response to recent developments related to Oaktree Specialty Lending. This offers insight into analysts' perspectives on the current state of the company.
- Rating: Analyzing trends, analysts offer qualitative evaluations, ranging from 'Outperform' to 'Underperform'. These ratings convey expectations for the relative performance of Oaktree Specialty Lending compared to the broader market.
- Price Targets: Delving into movements, analysts provide estimates for the future value of Oaktree Specialty Lending's stock. This analysis reveals shifts in analysts' expectations over time.
Understanding these analyst evaluations alongside key financial indicators can offer valuable insights into Oaktree Specialty Lending's market standing. Stay informed and make well-considered decisions with our Ratings Table.
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Unveiling the Story Behind Oaktree Specialty Lending
Oaktree Specialty Lending Corp is a specialty finance company. It 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. Its investments generally range in size from ten million dollars to hundred million dollars and are principally in the form of the first lien, second lien, or collectively, senior secured, and subordinated debt investments, which may also include an equity component made in connection with investments by private equity sponsors.
Oaktree Specialty Lending's Financial Performance
Market Capitalization Perspectives: The company's market capitalization falls below industry averages, signaling a relatively smaller size compared to peers. This positioning may be influenced by factors such as perceived growth potential or operational scale.
Negative Revenue Trend: Examining Oaktree Specialty Lending's financials over 3 months reveals challenges. As of 31 December, 2023, the company experienced a decline of approximately -19.26% in revenue growth, reflecting a decrease in top-line earnings. When compared to others in the Financials sector, the company faces challenges, achieving a growth rate lower than the average among peers.
Net Margin: Oaktree Specialty Lending's financial strength is reflected in its exceptional net margin, which exceeds industry averages. With a remarkable net margin of 89.04%, the company showcases strong profitability and effective cost management.
Return on Equity (ROE): Oaktree Specialty Lending's ROE lags behind industry averages, suggesting challenges in maximizing returns on equity capital. With an ROE of 0.7%, the company may face hurdles in achieving optimal financial performance.
Return on Assets (ROA): The company's ROA is below industry benchmarks, signaling potential difficulties in efficiently utilizing assets. With an ROA of 0.33%, the company may need to address challenges in generating satisfactory returns from its assets.
Debt Management: Oaktree Specialty Lending's debt-to-equity ratio is below the industry average. With a ratio of 1.07, the company relies less on debt financing, maintaining a healthier balance between debt and equity, which can be viewed positively by investors.
Analyst Ratings: What Are They?
Within the domain of banking and financial systems, analysts specialize in reporting for specific stocks or defined sectors. Their work involves attending company conference calls and meetings, researching company financial statements, and communicating with insiders to publish "analyst ratings" for stocks. Analysts typically assess and rate each stock once per quarter.
Beyond their standard evaluations, some analysts contribute predictions for metrics like growth estimates, earnings, and revenue, furnishing investors with additional guidance. Users of analyst ratings should be mindful that this specialized advice is shaped by human perspectives and may be subject to variability.
This article was generated by Benzinga's automated content engine and reviewed by an editor.