Oaktree Specialty Lending Corporation is a business development company specializing in investments in middle market, bridge financing, first and second lien debt financing, mezzanine debt, senior and junior secured debt, expansions, sponsor-led acquisitions, and management buyouts in small and mid-sized companies. The fund seeks to invest in education services, business services, retail and consumer, healthcare, manufacturing, food and restaurants, construction and engineering, and media and advertising sectors. It invests between $5 million to $75 million principally in the form of one-stop, first lien, and second lien debt investments, which may include an equity co-investment component in companies with enterprise value between $20 million and $150 million and EBITDA between $3 million and $50 million. The fund has a hold size of up to $75 million and may underwrite transactions up to $100 million. It primarily invests in North America. The fund seeks to be a lead investor in its portfolio companies.
IPO Year:
Exchange: NASDAQ
Website: oaktreespecialtylending.com
| Date | Price Target | Rating | Analyst |
|---|---|---|---|
| 11/20/2024 | $17.00 → $15.00 | Overweight → Neutral | Analyst |
| 11/19/2024 | Mkt Outperform → Mkt Perform | JMP Securities | |
| 8/26/2024 | $18.00 → $17.00 | Overweight → Equal Weight | Wells Fargo |
| 8/2/2024 | Outperform → Perform | Oppenheimer | |
| 2/2/2024 | $22.00 → $19.00 | Outperform → Mkt Perform | Keefe Bruyette |
| 1/8/2024 | $21.00 | Buy → Neutral | B. Riley Securities |
| 8/4/2023 | $21.00 | Outperform → Market Perform | Hovde Group |
| 10/14/2022 | $6.25 | Buy | B. Riley Securities |
| 11/17/2021 | $8.00 → $8.50 | Market Outperform | JMP Securities |
| 10/25/2021 | $7.25 → $7.75 | Overweight | Wells Fargo |
4 - Oaktree Specialty Lending Corp (0001414932) (Issuer)
4 - Oaktree Specialty Lending Corp (0001414932) (Issuer)
4 - Oaktree Specialty Lending Corp (0001414932) (Issuer)
Analyst downgraded Oaktree Specialty Lending Corp from Overweight to Neutral and set a new price target of $15.00 from $17.00 previously
JMP Securities downgraded Oaktree Specialty Lending Corp from Mkt Outperform to Mkt Perform
Wells Fargo downgraded Oaktree Specialty Lending Corp from Overweight to Equal Weight and set a new price target of $17.00 from $18.00 previously
Oppenheimer downgraded Oaktree Specialty Lending Corp from Outperform to Perform
Keefe Bruyette downgraded Oaktree Specialty Lending Corp from Outperform to Mkt Perform and set a new price target of $19.00 from $22.00 previously
B. Riley Securities downgraded Oaktree Specialty Lending Corp from Buy to Neutral and set a new price target of $21.00
Hovde Group downgraded Oaktree Specialty Lending Corp from Outperform to Market Perform and set a new price target of $21.00
B. Riley Securities initiated coverage of Oaktree Specialty Lending Corp with a rating of Buy and set a new price target of $6.25
JMP Securities reiterated coverage of Oaktree Specialty Lending with a rating of Market Outperform and set a new price target of $8.50 from $8.00 previously
Wells Fargo reiterated coverage of Oaktree Specialty Lending with a rating of Overweight and set a new price target of $7.75 from $7.25 previously
LOS ANGELES, CA, Nov. 19, 2024 (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 and year ended September 30, 2024. Financial Highlights for the Quarter and Year Ended September 30, 2024 Total investment income was $94.7 million ($1.15 per share) and $381.7 million ($4.75 per share) for the fourth fiscal quarter of 2024 and full year, as compared with $95.0 million ($1.16 per share) and $379.3 million ($5.26 per share) for the third fiscal quarter of 2024 and full year of 2023. Adjusted total investment income was $95.0 million
11:00 a.m. Eastern Time / 8:00 a.m. Pacific Time LOS ANGELES, CA, Oct. 07, 2024 (GLOBE NEWSWIRE) -- Oaktree Specialty Lending Corporation (NASDAQ:OCSL) ("Oaktree Specialty Lending" or the "Company") today announced that it will report its financial results for the fourth fiscal quarter and full year ended September 30, 2024 before the opening of the Nasdaq Global Select Market on Tuesday, November 19, 2024. Management will host a conference call to discuss the results on the same day at 11:00 a.m. Eastern Time / 8:00 a.m. Pacific Time. The conference call may be accessed by dialing (877) 507-3275 (U.S. callers) or +1 (412) 317-5238 (non-U.S. callers). All callers will need to reference "O
LOS ANGELES, CA, Aug. 01, 2024 (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 June 30, 2024. Financial Highlights for the Quarter Ended June 30, 2024 Total investment income was $95.0 million ($1.16 per share) for the third fiscal quarter of 2024, as compared with $94.0 million ($1.18 per share) for the second fiscal quarter of 2024. The increase was primarily driven by higher interest income as a result of the growth in the investment portfolio and higher original issue discount ("OID") accretion driven by purchase
LOS ANGELES, CA, July 01, 2024 (GLOBE NEWSWIRE) -- Oaktree Specialty Lending Corporation (NASDAQ:OCSL) ("Oaktree Specialty Lending" or the "Company") today announced that it will report its financial results for the third fiscal quarter ended June 30, 2024 before the opening of the Nasdaq Global Select Market on Thursday, August 1, 2024. Management will host a conference call to discuss the results on the same day at 11:00 a.m. Eastern Time / 8:00 a.m. Pacific Time. The conference call may be accessed by dialing (877) 507-3275 (U.S. callers) or +1 (412) 317-5238 (non-U.S. callers). All callers will need to reference "Oaktree Specialty Lending" once connected with the operator. Alternativel
LOS ANGELES, April 30, 2024 (GLOBE NEWSWIRE) -- Oaktree Specialty Lending Corporation (NASDAQ:OCSL) ("OCSL" or the "Company") today announced a permanent reduction in its base management fee. Effective July 1, 2024, the base management fee will be reduced to an annual rate of 1.00% from 1.50% on gross assets, including any investments made with borrowings, but excluding any cash and cash equivalents. The new base management fee will be calculated net of the base management fees that Oaktree Fund Advisers, LLC ("Oaktree"), OCSL's investment adviser, waived as part of the merger of Oaktree Strategic Income II, Inc. into the Company (the "OSI2 Merger"), which expire on January 23, 2025. The
Announces Permanent Management Fee Reduction LOS ANGELES, April 30, 2024 (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, 2024. Financial Highlights for the Quarter Ended March 31, 2024 Total investment income was $94.0 million ($1.18 per share) for the second fiscal quarter of 2024, as compared with $98.0 million ($1.26 per share) for the first fiscal quarter of 2024. The decrease was primarily driven by purchase premium acceleration from the repayment of certain investments acquired in the mergers with Oaktre
11:00 a.m. Eastern Time / 8:00 a.m. Pacific Time LOS ANGELES, CA, April 01, 2024 (GLOBE NEWSWIRE) -- Oaktree Specialty Lending Corporation (NASDAQ:OCSL) ("Oaktree Specialty Lending" or the "Company") today announced that it will report its financial results for the second fiscal quarter ended March 31, 2024 before the opening of the Nasdaq Global Select Market on Tuesday, April 30, 2024. Management will host a conference call to discuss the results on the same day at 11:00 a.m. Eastern Time / 8:00 a.m. Pacific Time. The conference call may be accessed by dialing (877) 507-3275 (U.S. callers) or +1 (412) 317-5238 (non-U.S. callers). All callers will need to reference "Oaktree Specialty Len
LOS ANGELES, CA, Feb. 14, 2024 (GLOBE NEWSWIRE) -- Oaktree Specialty Lending Corporation (NASDAQ:OCSL) ("OCSL" or the "Company") today announced the tax character of the Company's 2023 common stock distributions. The amounts shown in the table below represent the accounting of the Company's 2023 distributions. This information supersedes any estimated information you may have received during the year. Record DatePayable DateDistribution Per Share% Taxable (1)% Non-Dividends (2)% Qualified Dividends% Non-Qualified Dividends% Long-Term Capital Gains% Interest – Related Dividends (3)3/15/20233/31/2023$0.55100%0%0%100%0%96.91%6/15/20236/30/2023$0.55100%0%0%100%0%88.69%9/15/20239/30/2023$0.551
LOS ANGELES, Feb. 01, 2024 (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 December 31, 2023. Financial Highlights for the Quarter Ended December 31, 2023 Total investment income was $98.0 million ($1.26 per share) for the first fiscal quarter of 2024, as compared with $101.9 million ($1.32 per share) for the fourth fiscal quarter of 2023. Adjusted total investment income was $98.0 million ($1.26 per share) for the first fiscal quarter, as compared with $102.2 million ($1.32 per share) for the fourth fiscal quarter of 2023
11:00 a.m. Eastern Time / 8:00 a.m. Pacific Time LOS ANGELES, CA, Jan. 03, 2024 (GLOBE NEWSWIRE) -- Oaktree Specialty Lending Corporation (NASDAQ:OCSL) ("Oaktree Specialty Lending" or the "Company") today announced that it will report its financial results for the first fiscal quarter ended December 31, 2023 before the opening of the Nasdaq Global Select Market on Thursday, February 1, 2024. Management will host a conference call to discuss the results on the same day at 11:00 a.m. Eastern Time / 8:00 a.m. Pacific Time. The conference call may be accessed by dialing (877) 507-3275 (U.S. callers) or +1 (412) 317-5238 (non-U.S. callers). All callers will need to reference "Oaktree Specialty
8-K - Oaktree Specialty Lending Corp (0001414932) (Filer)
40-17G - Oaktree Specialty Lending Corp (0001414932) (Filer)
424B5 - Oaktree Specialty Lending Corp (0001414932) (Filer)
8-K - Oaktree Specialty Lending Corp (0001414932) (Filer)
8-K - Oaktree Specialty Lending Corp (0001414932) (Filer)
8-K - Oaktree Specialty Lending Corp (0001414932) (Filer)
8-K - Oaktree Specialty Lending Corp (0001414932) (Filer)
8-K - Oaktree Specialty Lending Corp (0001414932) (Filer)
8-K - Oaktree Specialty Lending Corp (0001414932) (Filer)
8-K - Oaktree Specialty Lending Corp (0001414932) (Filer)
3 - Oaktree Specialty Lending Corp (0001414932) (Issuer)
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4 - Oaktree Specialty Lending Corp (0001414932) (Issuer)
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4 - Oaktree Specialty Lending Corp (0001414932) (Reporting)
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LOS ANGELES, CA, Nov. 19, 2024 (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 and year ended September 30, 2024. Financial Highlights for the Quarter and Year Ended September 30, 2024 Total investment income was $94.7 million ($1.15 per share) and $381.7 million ($4.75 per share) for the fourth fiscal quarter of 2024 and full year, as compared with $95.0 million ($1.16 per share) and $379.3 million ($5.26 per share) for the third fiscal quarter of 2024 and full year of 2023. Adjusted total investment income was $95.0 million
11:00 a.m. Eastern Time / 8:00 a.m. Pacific Time LOS ANGELES, CA, Oct. 07, 2024 (GLOBE NEWSWIRE) -- Oaktree Specialty Lending Corporation (NASDAQ:OCSL) ("Oaktree Specialty Lending" or the "Company") today announced that it will report its financial results for the fourth fiscal quarter and full year ended September 30, 2024 before the opening of the Nasdaq Global Select Market on Tuesday, November 19, 2024. Management will host a conference call to discuss the results on the same day at 11:00 a.m. Eastern Time / 8:00 a.m. Pacific Time. The conference call may be accessed by dialing (877) 507-3275 (U.S. callers) or +1 (412) 317-5238 (non-U.S. callers). All callers will need to reference "O
LOS ANGELES, CA, Aug. 01, 2024 (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 June 30, 2024. Financial Highlights for the Quarter Ended June 30, 2024 Total investment income was $95.0 million ($1.16 per share) for the third fiscal quarter of 2024, as compared with $94.0 million ($1.18 per share) for the second fiscal quarter of 2024. The increase was primarily driven by higher interest income as a result of the growth in the investment portfolio and higher original issue discount ("OID") accretion driven by purchase
LOS ANGELES, CA, July 01, 2024 (GLOBE NEWSWIRE) -- Oaktree Specialty Lending Corporation (NASDAQ:OCSL) ("Oaktree Specialty Lending" or the "Company") today announced that it will report its financial results for the third fiscal quarter ended June 30, 2024 before the opening of the Nasdaq Global Select Market on Thursday, August 1, 2024. Management will host a conference call to discuss the results on the same day at 11:00 a.m. Eastern Time / 8:00 a.m. Pacific Time. The conference call may be accessed by dialing (877) 507-3275 (U.S. callers) or +1 (412) 317-5238 (non-U.S. callers). All callers will need to reference "Oaktree Specialty Lending" once connected with the operator. Alternativel
Announces Permanent Management Fee Reduction LOS ANGELES, April 30, 2024 (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, 2024. Financial Highlights for the Quarter Ended March 31, 2024 Total investment income was $94.0 million ($1.18 per share) for the second fiscal quarter of 2024, as compared with $98.0 million ($1.26 per share) for the first fiscal quarter of 2024. The decrease was primarily driven by purchase premium acceleration from the repayment of certain investments acquired in the mergers with Oaktre
11:00 a.m. Eastern Time / 8:00 a.m. Pacific Time LOS ANGELES, CA, April 01, 2024 (GLOBE NEWSWIRE) -- Oaktree Specialty Lending Corporation (NASDAQ:OCSL) ("Oaktree Specialty Lending" or the "Company") today announced that it will report its financial results for the second fiscal quarter ended March 31, 2024 before the opening of the Nasdaq Global Select Market on Tuesday, April 30, 2024. Management will host a conference call to discuss the results on the same day at 11:00 a.m. Eastern Time / 8:00 a.m. Pacific Time. The conference call may be accessed by dialing (877) 507-3275 (U.S. callers) or +1 (412) 317-5238 (non-U.S. callers). All callers will need to reference "Oaktree Specialty Len
LOS ANGELES, CA, Feb. 14, 2024 (GLOBE NEWSWIRE) -- Oaktree Specialty Lending Corporation (NASDAQ:OCSL) ("OCSL" or the "Company") today announced the tax character of the Company's 2023 common stock distributions. The amounts shown in the table below represent the accounting of the Company's 2023 distributions. This information supersedes any estimated information you may have received during the year. Record DatePayable DateDistribution Per Share% Taxable (1)% Non-Dividends (2)% Qualified Dividends% Non-Qualified Dividends% Long-Term Capital Gains% Interest – Related Dividends (3)3/15/20233/31/2023$0.55100%0%0%100%0%96.91%6/15/20236/30/2023$0.55100%0%0%100%0%88.69%9/15/20239/30/2023$0.551
LOS ANGELES, Feb. 01, 2024 (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 December 31, 2023. Financial Highlights for the Quarter Ended December 31, 2023 Total investment income was $98.0 million ($1.26 per share) for the first fiscal quarter of 2024, as compared with $101.9 million ($1.32 per share) for the fourth fiscal quarter of 2023. Adjusted total investment income was $98.0 million ($1.26 per share) for the first fiscal quarter, as compared with $102.2 million ($1.32 per share) for the fourth fiscal quarter of 2023
11:00 a.m. Eastern Time / 8:00 a.m. Pacific Time LOS ANGELES, CA, Jan. 03, 2024 (GLOBE NEWSWIRE) -- Oaktree Specialty Lending Corporation (NASDAQ:OCSL) ("Oaktree Specialty Lending" or the "Company") today announced that it will report its financial results for the first fiscal quarter ended December 31, 2023 before the opening of the Nasdaq Global Select Market on Thursday, February 1, 2024. Management will host a conference call to discuss the results on the same day at 11:00 a.m. Eastern Time / 8:00 a.m. Pacific Time. The conference call may be accessed by dialing (877) 507-3275 (U.S. callers) or +1 (412) 317-5238 (non-U.S. callers). All callers will need to reference "Oaktree Specialty
LOS ANGELES, CA, Nov. 14, 2023 (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 and year ended September 30, 2023. Financial Highlights for the Quarter and Year Ended September 30, 20231 Total investment income was $101.9 million ($1.32 per share) and $379.3 million ($5.26 per share) for the fourth fiscal quarter and full year, as compared with $101.9 million ($1.32 per share) and $262.5 million ($4.32 per share) for the third fiscal quarter of 2023 and the full year of 2022. Adjusted total investment income was $102.2 million ($
Oaktree Specialty Lending (NASDAQ:OCSL) reported quarterly earnings of $0.56 per share which missed the analyst consensus estimate of $0.58 by 3.45 percent.
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. Hi
JP Morgan analyst Melissa Wedel maintains Oaktree Specialty Lending (NASDAQ:OCSL) with a Overweight and lowers the price target from $21 to $20.
JMP Securities analyst Kevin Mcveigh reiterates Oaktree Specialty Lending (NASDAQ:OCSL) with a Market Outperform and maintains $21 price target.
Wells Fargo analyst Timothy O'Shea maintains Oaktree Specialty Lending (NASDAQ:OCSL) with a Overweight and lowers the price target from $22 to $20.5.
Keefe, Bruyette & Woods analyst Ryan Lynch downgrades Oaktree Specialty Lending (NASDAQ:OCSL) from Outperform to Market Perform.
Oaktree Specialty Lending (NASDAQ:OCSL) reported quarterly earnings of $0.57 per share which missed the analyst consensus estimate of $0.61 by 6.56 percent. This is a 6.56 percent decrease over earnings of $0.61 per share from the same period last year. The company reported quarterly sales of $97.98 million which missed the analyst consensus estimate of $100.47 million by 2.47 percent. This is a 23.75 percent increase over sales of $79.18 million the same period last year.
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