Oaktree Specialty Lending... (OCSL)

I am increasingly cautious on BDCs due to rising non-accruals, weaker earnings, and looser underwriting amid intense competition for private credit deals. Elevated interest rates are suppressing BDC v...

We take a look at the action in business development companies through the fourth week of May and highlight some of the key themes we are watching. BDC sector pulled back 2% this week, but remains up ...

Big dividends sound great, but how about big losses? Since Q2 2025 began, book values got smacked. Not talking about share prices. You can tell if the share price declined (hopefully). That would be a...

Oaktree Specialty Lending trades at a 16% discount to NAV, presenting a potential rebound opportunity if credit performance improves in 2025. The investment firm reset its dividend in the last quarter...

We take a look at the action in business development companies through the first week of May and highlight some of the key themes we are watching. BDCs fell around 1.5% this week due to a couple of we...

Oaktree Specialty Lending's 13.2% dividend yield is risky due to rising non-accruals and a slowing economy, making another dividend cut likely. Despite a recent dividend cut, OCSL's financials continu...

Oaktree Specialty Lending (OCSL) faces vulnerabilities including weak dividend coverage, portfolio concentration, and negative impacts from tariffs. OCSL's portfolio is heavily concentrated in Softwar...

Oaktree Specialty Lending Corporation (NASDAQ:OCSL ) Q2 2025 Earnings Conference Call May 1, 2025 11:00 AM ET Company Participants Clark Koury – Head-Investors Matt Pendo – President Armen Panossian –...

Oaktree Specialty Lending (OCSL) came out with quarterly earnings of $0.45 per share, missing the Zacks Consensus Estimate of $0.51 per share. This compares to earnings of $0.56 per share a year ago.

I've been tracking major BDCs for over three years, achieving high total returns and dividends, and outperforming the BDC index. My investments in BDCs are motivated by high yield, diversification fro...