Oaktree Specialty Lending... (OCSL)

Oaktree Specialty Lending's weak net investment income coverage raises concerns about portfolio quality and future payouts. Non-accruals remain elevated, though slightly improved Q/Q in Q3'25, driving...

The BDC sector faces mounting risks from a weakening economy, high consumer debt, and the potential for further dividend cuts as interest rates decline. Recent dividend cuts by several BDCs highlight ...

Q2 earnings confirmed my call for a market rotation in BDCs; quality bias and selectivity remain critical for outperformance. Structural headwinds—spread compression, falling base rates, and thin divi...

BDC sector faces significant risks: high valuations, spread tightening, and thin dividend coverage leave little margin of safety. Lower base rates will likely be soon here, creating further headwinds ...

Oaktree Specialty Lending Corporation (NASDAQ:OCSL ) Q3 2025 Earnings Conference Call August 5, 2025 11:00 AM ET Company Participants Armen Panossian - CEO & Co-Chief Investment Officer Christopher Mc...

Oaktree (OCSL) Q3 Income Drops 33%

Oaktree Specialty Lending Corporation's Q3 2025 earnings confirm my thesis: the recent dividend cut is insufficient to sustain the payout or NAV. Key headwinds include declining net investment income,...

Oaktree Specialty Lending (OCSL) came out with quarterly earnings of $0.37 per share, missing the Zacks Consensus Estimate of $0.45 per share. This compares to earnings of $0.55 per share a year ago.

Oaktree Specialty Lending Corporation is a business development company, or BDC, currently paying a yield of 11.25%. OCSL is rated investment grade by Moody's and Fitch. Compared to peers, OCSL stock ...

Similar preferred shares trade at materially different prices. One of these preferred shares is surprisingly expensive. One of the best BDCs is nearing an incredibly rare threshold.