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Oaktree Specialty Lending Corp

Ticker: OCSL ISIN: US67401P4054
Add to portfolio Portfolio analysis in 2min
Stock Small-cap Dividend payer
Market cap
$1.34B
P/E
22.69
Forward P/E
8.38
Profit margin
17.22%
Revenue growth QoQ
-6.80%
Div. yield
14.09%
Beta
1.13
$13.02 0.39%
Price as of 2026-08-28 · NASDAQ

Performance by timeframe

Rolling returns
1 Month +9.05%
6 Months +21.26%
1 Year +6.08%
5 Years +1.25% p.a.+6.40%
10 Years +6.35% p.a.+84.92%
Since inception +4.95% p.a.+141.14%
Calendar year returns
YTD +9.08%
2025 -6.06%
2024 -15.15%
2023 +11.25%
2022 +3.74%
2021 +44.99%

Key stats

Market cap
1.34B
P/E
22.69
Dividend yield
14.09%
Beta
1.13
52-week range
15.04 - 19.76
50-day MA
16.16
200-day MA
18.00
Section 1

Business overview

Company profile data from fundamentals.

Oaktree Specialty Lending Corporation is a business development company. The fund specializing in investments in middle market, bridge financing, first and second lien debt financing, unsecured and mezzanine loan, mezzanine debt, senior and junior secured debt, expansions, sponsor-led acquisitions, preferred equity, and management buyouts in small and mid-sized companies. It seeks to invest in education services, business services, retail and consumer, healthcare, manufacturing, food and restaurants, construction and engineering. The firm also seeks investment in media, advertising sectors, software, IT services, pharmaceuticals, biotechnology, real estate management and development, chemicals, machinery, and internet and direct marketing retail 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. The firm invest in companies having 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.

Sector Financial Services
Industry Asset Management
Country United States
Exchange NASDAQ
Section 2

Financial quality

Profitability and balance-sheet quality indicators from reported fundamentals.

Profitability

ROE 4.45%
ROA 5.75%
Profit margin 17.22%
Operating margin 81.17%
PEG ratio 0.93
Revenue/share TTM 4.91
Revenue TTM 388.87M
Gross profit TTM 262.52M
Beta 1.13

Valuation

Trailing P/E 22.69
Forward P/E 8.38
P/B 0.90
P/S 3.46
EV/EBITDA 0.00
EV/Revenue 51.77
Section 3

Earnings

Earnings metrics from company highlights and earnings datasets.

EPS estimate (current year) 2.23
Quarterly earnings growth -97.10%
Revenue TTM 388.87M
Reported quarters 68
Section 4

Dividends & corporate actions

Dividend and split fields from fundamentals.

Dividend yield 14.09%
Forward annual div. yield 14.09%
Dividend per share 0.0000
Payout ratio 1.02%
Ex-dividend date 2024-09-16
Split factor 1:3
Last split date 2023-01-23
Section 5

Ownership / analyst view

Institutional ownership and analyst estimate fields when available.

Analyst

Analyst target price $21.50
Analyst rating 3.5714

Ownership & short interest

Shares outstanding 82.25M
Shares float 0.00
Institutional ownership 35.91%
Insider ownership 2.70%
Short ratio 1.65
Short % of float 1.10%

Details

Instrument metadata and source update timestamps.

Symbol OCSL
Name Oaktree Specialty Lending Corp
Asset type STOCK
Exchange NASDAQ
Currency USD
ISIN US67401P4054
Country USA
Code + exchange OCSL.NASDAQ
Last price date 2024-11-29
Fundamentals updated 2024-12-02

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