Oaktree Specialty Lending

Oaktree Specialty Lending Corp. is a specialty finance company, which engages in the provision of customized, one-stop credit solutions to companies with limited access to public or syndicated capital markets. Its portfolio include first lien, second lien, kemper jv, and equity. The company was founded on February 15, 2007 and is headquartered in Los Angeles, CA.

Earnings data Q2 2021

Earnings data Q3 2021

Earnings data Q4 2021

Earnings data Q1 2022

Earnings data Q2 2022

Earnings data Q3 2022

Earnings data Q4 2022

Earnings data Q1 2023

Earnings data Q2 2023

Earnings data Q3 2023

Earnings data Q4 2023

Earnings data Q1 2024

Earnings data Q2 2024

Earnings data Q3 2024

Earnings data Q4 2024

Earnings data Q1 2025

Oaktree Specialty Lending navigates challenges, eyes strategic opportunities ahead

Oaktree Specialty Lending faced challenges in Q3 2024 with a slight decline in adjusted NII and increased nonaccruals, yet maintained strong liquidity and a selective investment strategy. The company remains optimistic about future investment opportunities.

Oaktree Specialty Lending (OCSL) reports stable earnings and strategic growth

Oaktree Specialty Lending (OCSL) delivered stable financial performance in Q4 2024, with a strong full-year fiscal 2024 outcome.
The company showcased financial strength with a healthy balance sheet, robust investment activity, and a well-diversified portfolio.
Challenges lie in navigating market uncertainties and addressing analyst concerns, while opportunities abound in seizing new investments and optimizing performance.
With a strategic leadership update and key investments, OCSL is poised to leverage its strengths and capitalize on emerging opportunities.

Revenue

Cost of revenue

Gross profit

Operating expenses

SG&A

Other

Operating income

EBITDA

Net income

Earnings per share

Total assets

Current assets

Cash & equivalents

Receivables

Inventory

Non-current assets

Net PPE

Intangibles

Total liabilities

Current liabilities

Short term debt

Income tax payable

Non-current liabilities

Long-term debt

Total equity

Stockholders equity

Minority interest

Total liabilities & equity

Total debt

Net debt

Book value per share

Cash from operations

Funds from operations

Change in working capital

Cash from investing

Capital expenditure

Purchase/sale of investments

Purchase/sale of business

Other sources

Cash from financing

Change in stock

Change in debt

Cash dividends paid

Cash from other sources

Net change in cash

Free cash flow

Ares Capital

Barings BDC Inc

Crestwood Equity Partners

Enterprise Products Partners

Energy Transfer LP Unit

KKR Real Estate Finance Trust

Owl Rock Capital Corp

Redwood Trust

TCP Capital

Sixth Street Specialty Lending

Investors love dividend stocks but there are different ways to look at them, including various “quality” approaches. Today we are focusing on high yields.

11 high-yield dividend stocks that are Wall Street's favorites for 2023

Oaktree Strategic Income Corporation

NEW ORLEANS--( BUSINESS WIRE )--Former Attorney General of Louisiana Charles C. Foti, Jr., Esq. and the law firm of Kahn Swick & Foti, LLC (“KSF”) are investigating the proposed merger of Oaktree Strategic Income II, Inc. (the “Company”) (NasdaqGS: OCSI) with Oaktree Specialty Lending Corporation (NasdaqGS: OCSL), pursuant to which Oaktree Strategic shareholders will end up owning approximately 20.5% of the combined company (based on June 30, 2022 NAVs and excluding transaction costs and tax-related distributions). KSF is seeking to determine whether the merger and the process that led to it are adequate, or whether the merger undervalues the Company.

OAKTREE STRATEGIC INVESTOR ALERT by the Former Attorney General of Louisiana: Kahn Swick & Foti, LLC Investigates Merger of Oaktree Strategic Income II, Inc. - OCSI

We discuss quarterly results from business development company Oaktree Specialty Lending and highlight key income dynamics of the portfolio. OCSL generated strong net income growth and hiked its base dividend once again, alongside declaring a new special dividend.

Oaktree Specialty Lending: Another Dividend Hike For This 10.3% Yielding BDC

Oaktree Specialty Lending covered its dividend with net investment income. The portfolio is very well performing.

Oaktree Specialty Lending: High Quality BDC With A 10.1% Dividend Yield

Main Street Capital

Both Main Street Capital and Oaktree Specialty Lending boast investment-grade credit ratings. Both recently reported quarterly earnings.

Better BDC Buy: Oaktree Specialty Lending Or Main Street?

Oaktree Specialty Lending (OCSL) shares have started gaining and might continue moving higher in the near term, as indicated by solid earnings estimate revisions.

Can Oaktree Specialty Lending (OCSL) Run Higher on Rising Earnings Estimates?

Oaktree Specialty Lending Corporation (NASDAQ:OCSL ) Q4 2022 Results Conference Call November 15, 2022 11:00 AM ET Company Participants Michael Mosticchio - Head, IR Armen Panossian - CEO and Chief Investment Officer Matt Pendo - President Chris McKown - CFO and Treasurer Matt Stewart - COO Conference Call Participants Kevin Fultz - JMP Securities Bryce Rowe - B. Riley Erik Zwick - Hovde Group Ryan Lynch - KBW Operator Good day, and welcome.

Oaktree Specialty Lending Corporation (OCSL) Q4 2022 Earnings Call Transcript

Oaktree Specialty Lending (OCSL) delivered earnings and revenue surprises of -5.26% and 5.54%, respectively, for the quarter ended September 2022. Do the numbers hold clues to what lies ahead for the stock?

Oaktree Specialty Lending (OCSL) Misses Q4 Earnings Estimates

LOS ANGELES, CA, Nov. 15, 2022 (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, 2022.

Oaktree Specialty Lending Corporation Announces Fourth Fiscal Quarter and Full Year 2022 Financial Results and Declares Increased Quarterly Distribution of $0.18 Per Share and Special Distribution of $0.14 Per Share

Fidus Investment

Hercules Capital

We take a look at the action in business development companies through the first week of November and highlight some of the key themes we are watching. BDCs had another strong week, supported by income growth and dividend hikes.

BDC Weekly Review: Emerging Themes Of This Earnings Season

Oaktree Specialty Lending (OCSL) is seeing favorable earnings estimate revision activity and has a positive Zacks Earnings ESP heading into earnings season.

Should You Buy Oaktree Specialty Lending (OCSL) Ahead of Earnings?

Oaktree Specialty Lending (OCSL) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

Oaktree Specialty Lending (OCSL) Earnings Expected to Grow: What to Know Ahead of Next Week's Release

Management experience is critical for BDC performance, and Ares Capital just has more experience in a larger number of economic conditions than Oaktree Specialty Lending. While Ares Capital's current yield is slightly lower, it has significantly better dividend coverage and plenty of room to grow.

Better Buy: Ares Capital Or Oaktree Specialty Lending? - Big Yields +10%

Blackstone Secured Lending Fund

Golub Capital BDC

Trinity Capital

We take a look at the action in BDCs through the last week of September and highlight some of the key themes we are watching. BDCs underperformed the broader income space in September despite a number of dividend raises and higher short-term rates.

BDC Weekly Review: Sector Falls Into A Liquidity Air Pocket

11:00 a.m. Eastern Time / 8:00 a.m. Pacific Time

Oaktree Specialty Lending Corporation Schedules Fourth Fiscal Quarter and Full Year 2022 Earnings Conference Call for November 15, 2022

TCG BDC

Capital Southwest

We take a look at the action in BDCs through the fourth week of September and highlight some of the key themes we are watching. BDCs had a tough week as markets wobbled under hawkish Fed commentary.

BDC Weekly Review: Price Jumps On Dividend Hikes Reveal Sector Inefficiency

Angel Oak Financial Strategies Income Term Trust

Cohen & Steers Tax-Adv Pref Secs and Inc Fund

SPDR Bloomberg Short Term High Yield Bond ETF

The Fed made another 75bp hike and remains committed to reining in inflation as quickly as possible. This suggests a "higher for longer" monetary policy rate approach, which would keep the policy rate both high and elevated over the medium term.

Implications Of 'Higher For Longer' Rates For Income Portfolios

Both Main Street Capital and Oaktree Specialty Lending are high-yielding investment grade BDCs. MAIN has a tremendous track record, whereas OCSL pays out a much higher dividend yield.

Passive Income: Main Street's 6.50% Yield Or Oaktree Specialty Lending's 11.31%

Antero Midstream Partners

Annaly Capital

New York Community Bancorp

While most of Wall Street focuses on large-cap and mega-cap stocks, as they provide a degree of safety and liquidity, many investors are limited in the number of shares they can buy.

5 Buy-Rated Stocks Trading Under $10 That Also Pay Huge Dividends

BDCs have thrived in difficult times and have shown the ability to become a safe asset class for dividend investors. So far in 2022, the prominent BDC Oaktree Capital has outperformed the market in terms of price volatility and dividends.

BDCs: Oaktree Capital Looks Less Attractive Than Trinity Capital

MILWAUKEE , Sept. 16, 2022 /PRNewswire/ -- Ademi LLP is investigating Oaktree (NASDAQ:OCSL) for possible breaches of fiduciary duty and other violations of law in its transaction with OSI II.

Shareholder Alert: Ademi LLP investigates whether Oaktree Specialty Lending Corporation's transaction with OSI II is fair to shareholders

NEW YORK--(BUSINESS WIRE)--Halper Sadeh LLC, an investor rights law firm, is investigating whether the merger of Oaktree Specialty Lending Corporation (NASDAQ: OCSL) and Oaktree Strategic Income II, Inc. is fair to OCSL shareholders. Halper Sadeh encourages OCSL shareholders to click here to learn more about their legal rights and options or contact Daniel Sadeh or Zachary Halper at (212) 763-0060 or sadeh@halpersadeh.com or zhalper@halpersadeh.com. The investigation concerns whether OCSL and i

OCSL Stock Alert: Halper Sadeh LLC Is Investigating Whether the Merger of Oaktree Specialty Lending Corporation Is Fair to Shareholders

LOS ANGELES, CA, Sept. 15, 2022 (GLOBE NEWSWIRE) -- Oaktree Specialty Lending Corporation (NASDAQ:OCSL) (“OCSL”) and Oaktree Strategic Income II, Inc. (“OSI II”) today announced that they have entered into an agreement to merge together with OCSL as the surviving company, subject to stockholder approval and customary closing conditions. The Boards of Directors of both OCSL and OSI II, on the recommendation of separate special committees consisting only of certain independent directors, have unanimously approved the transaction.

Oaktree Specialty Lending Corporation and Oaktree Strategic Income II, Inc. Enter into Merger Agreement

FS KKR Capital Corp

Interest rates are headed higher, and despite chatter that the Federal Reserve efforts may slow in September, that will depend on when inflation decides to pause.

6 ‘Strong Buy' Commercial Finance Stocks That Pay Generous and Dependable Dividends

We take a look at the action in BDCs through the first week of August and highlight some of the key themes we are watching. BDCs had a strong week, supported by higher short-term rates, rising stocks and stable credit spreads.

BDC Weekly Review: Q2 Net Income Is Running Fairly Flat To Recent Trend

News for Oaktree Specialty Lending ETF (OCSL)