Oaktree Specialty Lending Corporation Stock News

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 for BDCs and pressuring net investment income and dividends. I recommend avoiding speculative BDCs, focusing on high-quality names with robust portfolios and strong dividend coverage at a discount.

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 McKown - MD,CFO & Treasurer Clark Koury - Corporate Participant Mathew M. Pendo - President Raghav Khanna - Co-Chief Investment Officer Conference Call Participants Finian Patrick O'Shea - Wells Farg...

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, portfolio write-downs, shrinking spreads, and an unfavorable interest rate outlook. While OCSL could increase leverage or manage asset quality, these measures are unlikely to restore sustainable d...

LOS ANGELES, CA, Aug. 05, 2025 (GLOBE NEWSWIRE) -- Oaktree Specialty Lending Corporation (NASDAQ: OCSL) (“Oaktree Specialty Lending” or the “Company”), a specialty finance company, today announced its financial results for the fiscal quarter ended June 30, 2025.

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 offers a higher yield but lags in price performance.

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.

I focus on dividend investing to build a reliable income stream, prioritizing companies with strong fundamentals and consistent dividend growth. Old Republic International stands out for its robust earnings, special dividends, and over 40 years of dividend increases, trading at an attractive valuation. Ares Capital offers a high yield, strong liquidity, and a history of stable dividends, making...