Oaktree Specialty Lending Corporation OCSL FINANCIAL
Company Overview
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.
Why Investors Should Care
Operating margin of 81.6% supports profitability.
Offers a dividend yield of 10.17%.
Generates positive free cash flow, funding growth and shareholder returns internally.
Recent Developments
- Trailing 12 Months Year-on-year growth — revenue -7.8%, earnings -19.6%.
- 5-Year Trend Long-term compounding — profit CAGR -38.5%.
Growth & Price Performance
Compounded Sales Growth
| 5 Years: | - |
| 1 Year: | -7.80% |
Compounded Profit Growth
| 5 Years: | -38.51% |
| 1 Year: | -19.60% |
Stock Price Performance
| 1 Year: | +7.96% |
| 6 Months: | +21.63% |
| 3 Months: | +12.72% |
| 1 Month: | +2.67% |
Highlights auto-generated from reported financials and price data; not investment advice. Verify with official filings before acting.
- Price vs 50-DMAAbove
- Price vs 200-DMAAbove
- RSI (14)57.31 · Neutral
P/E of 27.21 is above the sector median of 14.52 — pricier than peers.
Auto-generated from price history and fundamentals; not investment advice.
Price Chart
Technical Trend
Computed from daily close history using EMA cross, slope, and RSI signals.
Note: intraday data is not stored locally. “Hourly” uses the most recent 10 daily candles as a short-term proxy.
Fundamental Growth Charts
No fundamental data available for this stock.
Interactive charts for Revenue, Net Income, EBITDA, Free Cash Flow, EPS, ROE, ROCE, Gross/Net/Operating Margin and more — switch metric and period using the dropdowns above. CAGR is computed across the displayed window (quarterly CAGR is annualised). Visual growth charts make it easy to spot multi-year compounding trends at a glance — far faster than reading raw numbers in a table.
PROS
- Attractive dividend yield of 10.17%.
- Generates positive free cash flow.
- In a confirmed uptrend (50-DMA above 200-DMA).
CONS
- Earnings shrank at -38.5% CAGR over 5 years.
* The pros and cons are auto-generated from financial metrics.
Valuation
Growth (CAGR)
Profitability & Returns
Balance Sheet & Liquidity
Ownership
Financial Snapshot
Peer comparison
Peer companies in the same sector (Financial Services).
| # | Name | CMP $ | P/E | Mkt Cap | Div Yld % | ROCE % | ROE % | Rev CAGR 5Y % | Profit CAGR 5Y % |
|---|---|---|---|---|---|---|---|---|---|
| 1 | OCSL Oaktree Specialty Lending Corporation FINANCIAL | 13.06 | 27.21 | $1.15B | 10.17% | - | 2.95% | - | -38.51% |
| 2 | JPM JPMorgan Chase & Co. SPXR3KFINANCIAL | 358.64 | 15.37 | $953.34B | 1.68% | - | 17.79% | 12.50% | 14.83% |
| 3 | BRK-B Berkshire Hathaway Inc. SPXFINANCIAL | 506.03 | 15.07 | $707.59B | 0.00% | - | 10.50% | 4.18% | 9.44% |
| 4 | V Visa Inc. SPXR3KFINANCIAL | 374.00 | 31.86 | $637.34B | 0.72% | 37.15% | 61.19% | 14.33% | 13.04% |
| 5 | MA Mastercard Incorporated SPXR3KFINANCIAL | 579.21 | 31.82 | $503.60B | 0.60% | 60.19% | - | 12.29% | 19.21% |
| 6 | BAC Bank of America Corporation SPXR3KFINANCIAL | 62.68 | 14.48 | $438.31B | 2.03% | - | 11.20% | 3.14% | 4.27% |
| 7 | BRK-A Berkshire Hathaway Inc. FINANCIAL | 759,350.00 | 15.07 | $384.00B | 0.00% | - | 10.50% | 7.60% | 10.02% |
| 8 | HSBC HSBC Holdings plc FINANCIAL | 107.11 | 15.30 | $367.34B | 3.62% | - | 13.10% | 9.75% | 12.72% |
| 9 | MS Morgan Stanley SPXR3KFINANCIAL | 217.72 | 17.59 | $342.26B | 2.15% | - | 17.97% | 3.76% | 9.66% |
Financial Statements Quarterly Results · Profit & Loss · Balance Sheet · Cash Flows · Ratios
Quarterly Results
Figures in USD.
| Metric | Dec 2021 | Mar 2022 | Jun 2022 | Dec 2022 | Mar 2023 | Jun 2023 | Dec 2023 | Mar 2024 | Jun 2024 | Dec 2024 | Mar 2025 | Jun 2025 | Dec 2025 | Mar 2026 | Jun 2026 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Net Income | 39.41M | 14.44M | -37.83M | 13.17M | 21.52M | 36.69M | 10.54M | 9.34M | 1.12M | 7.24M | -36.25M | 38.35M | 5.61M | -18.89M | 30.94M |
| Diluted EPS | 0.66 | 0.24 | -0.62 | 0.22 | 0.29 | 0.48 | 0.14 | 0.12 | 0.01 | 0.09 | -0.42 | 0.44 | 0.06 | -0.21 | 0.35 |
Profit & Loss (Annual)
Figures in USD.
| Metric | Sep 2021 | Sep 2022 | Sep 2023 | Sep 2024 | Sep 2025 |
|---|---|---|---|---|---|
| Net Income | 237.26M | 29.22M | 117.33M | 57.91M | 33.92M |
| Diluted EPS | 4.39 | 0.48 | 1.63 | 0.72 | 0.39 |
Balance Sheet (Annual)
Figures in USD.
| Metric | Sep 2020 | Sep 2021 | Sep 2022 | Sep 2023 | Sep 2024 | Sep 2025 |
|---|---|---|---|---|---|---|
| Total Assets | - | - | 2.65B | 3.22B | 3.20B | 3.00B |
| Total Equity | 914.88M | 1.31B | 1.25B | 1.52B | 1.49B | 1.47B |
| Cash & Equivalents | - | 29.33M | 23.53M | 136.45M | 63.97M | 79.63M |
| Long Term Debt | - | - | 1.30B | 1.60B | 1.64B | 1.49B |
| Total Liabilities | - | - | 1.40B | 1.70B | 1.71B | 1.54B |
Cash Flows (Annual)
Figures in USD.
| Metric | Sep 2021 | Sep 2022 | Sep 2023 | Sep 2024 | Sep 2025 |
|---|---|---|---|---|---|
| Operating Cash Flow | -230.52M | 22.39M | 228.76M | 19.08M | 228.37M |
| Financing Cash Flow | 224.19M | -26.82M | -110.41M | -86.77M | -229.35M |
| Share Buybacks | 2.17M | 1.86M | 2.42M | 1.55M | 10.67M |
Ratios (Annual)
Figures in %.
| Metric | Sep 2021 | Sep 2022 | Sep 2023 | Sep 2024 | Sep 2025 |
|---|---|---|---|---|---|
| Gross Margin % | - | - | - | - | - |
| Operating Margin % | - | - | - | - | - |
| Net Margin % | - | - | - | - | - |
| ROE % | 18.1% | 2.3% | 7.7% | 3.9% | 2.3% |
| ROCE % | - | - | - | - | - |
Shareholding Pattern
Top Institutional Holders
| # | Holder | % Held | Shares | Value |
|---|---|---|---|---|
| 1 | Oaktree Capital Management LP | 8.94% | 7.87M | $102.50M |
| 2 | Private Management Group, Inc. | 4.39% | 3.87M | $50.38M |
| 3 | Royal Bank of Canada | 3.32% | 2.92M | $38.08M |
| 4 | Bruni J V & Co /CO | 2.81% | 2.47M | $32.22M |
| 5 | Morgan Stanley | 2.73% | 2.40M | $31.27M |
| 6 | Ares Management LLC | 2.50% | 2.20M | $28.70M |
| 7 | Van Eck Associates Corporation | 2.49% | 2.20M | $28.59M |
| 8 | Generali Asset Management Spa Sgr | 2.36% | 2.08M | $27.09M |
| 9 | UBS Group AG | 2.36% | 2.08M | $27.08M |
| 10 | Claret Asset Management Corp | 1.90% | 1.67M | $21.75M |
Analyst View
Analyst aggregate. Targets and ratings update periodically; not investment advice.
Latest News
Recent headlines for OCSL
Oaktree Specialty Lending (OCSL) Stock Sees Fair Value Cut As Analysts Rework Expectations - Yahoo Finance
<a href="https://news.google.com/rss/articles/CBMiowFBVV95cUxQQkNCQ05kRzNJS0NPdVBLLVd2QlE0dlB2cS1UaFhURmh2eDlQMnNsVGNLbkRzOWRkX3BqX1MweHhUeTRnbFBTTDYwQ29SdlNYZW93bHZBNVJMclMxTHNaZ3c4UUdUNXQ1NFM5Sjc3NmZkWHc4WGNEZGRfMXlrQmV3X1Y3VUdhbjllUnlzQk…
BlackRock Inc. Purchases New Position in Oaktree Specialty Lending Corp. $OCSL - marketbeat.com
<a href="https://news.google.com/rss/articles/CBMi0gFBVV95cUxOR0xTbGh0VjU2SDNkc1hrb2dJbl9YN18xTjJlRDh6TDF5RGpFVmpYYm9YeVh1SXREcjVoYnV4dGNqV2FFcW5Ra0gtWUw5Y0FjQW9XbWN1dmRKaUlBQWQxWjhJaXRSRkMyTDQ5bXlhZlJtWUt6ZFRQMFoxUFk3dGxERGxUNmZraWxhYl9Qdm…
Oaktree Specialty Lending (NASDAQ:OCSL) Misses Q1 CY2026 Revenue Estimates - StockStory
<a href="https://news.google.com/rss/articles/CBMiygFBVV95cUxQTUFEWElONzR1cEZpUGxiTzNqVm01blZQRXZ6VmU3TFNjaFpqOGlxSWlFYWFoVUVFUVN4OFJ4aXQwMWlhNE8zU0pFbzVyaUZfSHFJWFJFUHZsdmhsa0JjM1BnSFlvUlh6cjdiOFlGQ1FqeDhRSnhtRXBIYmlBVlo2MXprdHdlTGR4MEoxX0…
Technical Reactions to OCSL Trends in Macro Strategies - Stock Traders Daily
<a href="https://news.google.com/rss/articles/CBMi0AFBVV95cUxNYWFpOGtNVGo2Um1XM25RbEZwdGxqMXo2enZCUDFnczFOREQ0MGlHSS1wU2hLY0wtVVZuMzV0c1M2bkpDWlo4ZU9kX3N0THd3Tjg0QklfUi1hRjZncDFmMzI3djNZSjlSWXcxd2dQcFNndlFmd1kxQUxaazNtRi1YMVV5Zy1PbjJ2dkdaWj…
OCSL - Oaktree Specialty Lending Corp Stock Price and Quote - Finviz
<a href="https://news.google.com/rss/articles/CBMiRkFVX3lxTFB5aWNPb2xONDZSOUdwUnFYQXpuMVZfZS1LOG5CVkhzeVQ3Y2thbmw5V1FmaGxHMzRHaDBNdmVkdmJacTM4bmc?oc=5" target="_blank">OCSL - Oaktree Specialty Lending Corp Stock Price and Quote</a> &nb…
Oaktree Specialty Lending Stock: Getting Better (NASDAQ:OCSL) - Seeking Alpha
<a href="https://news.google.com/rss/articles/CBMiiAFBVV95cUxOMDJlWlhYQVBVbllvRVN6RHNEbC03UEpoVl9DOEUxSThMY3hZS2UyMGVfYUJoMFM0dlo0bmxlRnlaUkFGOWR3ejl0cHExazJkNkUtNFlLTGYxSm1CUFdQMUltSzFYMWxZYUdNTWdlc1NMamhXSEFLOS1tbzlHMXBwZ29zR3YxdmhD?oc=5"…
OCSL — Frequently Asked Questions
What is the current share price of Oaktree Specialty Lending Corporation (OCSL)?
As of 2026-09-07 16:24 PDT, Oaktree Specialty Lending Corporation (OCSL) trades at $13.06 on NasdaqGS. Its 52-week range is $10.40 to $13.26.
What is the market capitalisation of OCSL?
Oaktree Specialty Lending Corporation (OCSL) has a market capitalisation of $1.15B on NasdaqGS.
What is the P/E ratio of OCSL?
OCSL trades at a trailing price-to-earnings (P/E) ratio of 27.21. The industry average P/E is 14.52. Its price-to-book (P/B) ratio is 0.83.
Does OCSL pay a dividend?
Oaktree Specialty Lending Corporation (OCSL) currently offers a dividend yield of 10.17%.
What is the return on equity (ROE) of OCSL?
OCSL has a return on equity (ROE) of 2.95%.
Is OCSL a good stock to buy?
This page provides a data-driven analysis of Oaktree Specialty Lending Corporation (OCSL), including valuation ratios, profitability, growth trends, auto-generated pros and cons, peer comparison and AI exposure. Review these fundamentals alongside your own research and risk tolerance. This is informational content, not investment advice.