Oaktree Specialty Lending Corp (OCSL) is a publicly traded business development company that specializes in providing customized financing solutions for middle-market enterprises. Backed by the extensive expertise of Oaktree Capital Management, OCSL employs a disciplined investment strategy centered on securing attractive risk-adjusted returns primarily through secured debt instruments. The company boasts a diversified portfolio spanning multiple sectors, with a strong emphasis on credit quality and strategic risk management practices. This positions OCSL as an appealing option for institutional investors seeking reliable income and stability in the dynamic specialty lending landscape.
| Revenue (TTM) | $292.23M |
| Gross Profit (TTM) | $292.23M |
| EBITDA | — |
| Operating Margin | 81.60% |
| Return on Equity | 2.95% |
| Return on Assets | 5.19% |
| Revenue/Share (TTM) | $3.32 |
| Book Value | $15.70 |
| Price-to-Book | 0.80 |
| Price-to-Sales (TTM) | 3.77 |
| EV/Revenue | 47.48 |
| EV/EBITDA | — |
| Quarterly Earnings Growth (YoY) | -19.30% |
| Quarterly Revenue Growth (YoY) | -7.80% |
| Shares Outstanding | $88.09M |
| Float | 0 |
| % Insiders | 0.30% |
| % Institutions | 50.74% |
Volatility is currently expanding
Most retirees aren't trying to beat the market. They want reliable monthly income that pays the bills without causing sleepless nights. The catch is that high yield and peace of mind tend to pull in opposite directions, and many tempting high-yielders have let investors down. The way out is a deliberate compromise: give up big growth in return for income you can count on and stable capital.
Business development companies are an overlooked corner of private credit and a chance for individual investors. Market fear has pushed some high-yield BDCs well below their net asset value, despite solid fundamentals. I highlight two discounted BDCs with strong balance sheets, healthy loan books, and well-covered dividends.
Five major BDCs—Blue Owl Technology Finance Corp., FS KKR Capital Corp, Morgan Stanley Direct Lending Fund, Blue Owl Capital Corporation, and Oaktree Specialty Lending Corporation—trade at steep discounts to NAV, implying extreme loan losses not reflected in credit performance. Current market prices require annualized loan losses far exceeding historical peaks, despite portfolios of senior secured, diversified loans and low non-accruals. Buybacks at deep discounts signal management confidence in loan valuations, with OTF and FSK notably active in repurchasing shares.
LOS ANGELES--(BUSINESS WIRE)--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, 2026 before the opening of the Nasdaq Global Select Market on Tuesday, November 17, 2026. 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 a.
BDC valuations have dropped to levels seen only a few times in the sector's history, which creates a rare entry point for patient investors. The usual household names may not be the safe haven many assume, especially as a credit cycle looms. I highlight 2 lesser-known BDCs that come out ahead on fees, portfolio quality and leverage.
Oaktree Specialty Lending Corporation offers a roughly 10% dividend yield supported by improving fundamentals and a significant 17% discount to NAV. I take a deeper look at its Q2 results and assess its current valuation and dividend sustainability. I also explore one big catalyst that this company needs before I believe it justifies being a high-conviction buy.
Oaktree Specialty Lending Corporation (OCSL) Q3 2026 Earnings Call Transcript
Oaktree Specialty Lending NASDAQ: OCSL said its non-accrual investments declined during its fiscal third quarter as the business development company exited troubled positions, while management maintained a cautious stance on private-credit deployment amid continued macroeconomic and refinancing risks.
Oaktree Specialty Lending (OCSL) came out with quarterly earnings of $0.37 per share, beating the Zacks Consensus Estimate of $0.36 per share. This compares to earnings of $0.37 per share a year ago.
LOS ANGELES--(BUSINESS WIRE)--Oaktree Specialty Lending Corporation (NASDAQ: OCSL) (“Oaktree Specialty Lending” or the “Company”), a specialty finance company, today announced its financial results for the third fiscal quarter ended June 30, 2026. Financial Highlights for the Quarter Ended June 30, 2026 Total investment income was $69.4 million ($0.79 per share) for the third fiscal quarter of 2026 as compared to $70.4 million ($0.80 per share) for the second fiscal quarter of 2026. Adjusted to.
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