Oaktree Specialty Lending (OCSL) - Stock & Dividends
Exchange: USA Stocks • Country: United States • Currency: USD • Type: Common Stock • ISIN: US67401P1084
Oaktree Specialty Lending Corporation, listed on the NASDAQ under the ticker symbol OCSL, is a business development company that focuses on investing in various sectors, such as education services, business services, retail, healthcare, and more.
The fund specializes in middle market investments, providing support for bridge financing, first and second lien debt financing, unsecured and mezzanine loans, expansions, sponsor-led acquisitions, preferred equity, and management buyouts for small and mid-sized companies.
In addition to the mentioned sectors, Oaktree also targets media, advertising, software, IT services, pharmaceuticals, biotechnology, real estate management, development, chemicals, machinery, and internet and direct marketing retail companies for potential investments.
The firm typically invests between $5 million to $75 million in companies, focusing on one-stop, first lien, and second lien debt investments. This strategy may include an equity co-investment component.
Oaktree Specialty Lending Corporation targets companies with an enterprise value ranging from $20 million to $150 million and an EBITDA between $3 million and $50 million. The fund is capable of underwriting transactions up to $100 million while maintaining a hold size of up to $75 million.
Primarily investing in North America, Oaktree aims to take on a lead investor role in its portfolio companies, ensuring active involvement and support in their growth and development.
For more information about Oaktree Specialty Lending Corporation, you can visit their website at https://www.oaktreespecialtylending.com.
Drawdown (Underwater) Chart
Overall Trend and Yearly Seasonality
OCSL Stock Overview
Market Cap in USD | 1,559m |
Sector | Financial Services |
Industry | Credit Services |
GiC SubIndustry | Asset Management & Custody Banks |
TER | 0.00% |
IPO / Inception | 2008-06-12 |
OCSL Stock Ratings
Growth 5y | 8.28 |
Fundamental | 15.6 |
Dividend | 9.55 |
Rel. Performance vs Sector | -0.74 |
Analysts | 4.00/5 |
Fair Price Momentum | 20.26 USD |
Fair Price DCF | 120.34 USD |
OCSL Dividends
Yield 12m | 11.43% |
Yield on Cost 5y | 22.96% |
Dividends CAGR 5y | 15.24% |
Payout Consistency | 90.9% |
OCSL Growth Ratios
Growth 12m | 17.68% |
Growth Correlation 12m | 67% |
Growth Correlation 3m | 24% |
CAGR 5y | 14.92% |
Sharpe Ratio 12m | 0.78 |
Alpha vs SP500 12m | -9.06 |
Beta vs SP500 5y weekly | 1.15 |
ValueRay RSI | 69.06 |
Volatility GJR Garch 1y | 13.96% |
Price / SMA 50 | 2.32% |
Price / SMA 200 | 4.15% |
Current Volume | 402.7k |
Average Volume 20d | 465.4k |
External Links for OCSL Stock
Wall Street Journal • Benzinga • Yahoo Finance
Tweets
X (Twitter) • Stocktwits
Fund Manager Positions
Dataroma • Stockcircle
As of April 29, 2024, the stock is trading at USD 19.83 with a total of 402,679 shares traded.
Over the past week, the price has changed by +1.17%, over one month by +0.86%, over three months by -4.63% and over the past year by +17.68%.
According to ValueRays Forecast Model, OCSL Oaktree Specialty Lending will be worth about 22 in April 2025. The stock is currently trading at 19.83. This means that the stock has a potential upside of +11.09%.
Issuer | Forecast | Upside |
---|---|---|
Wallstreet Target Price | 20.6 | 4.08 |
Analysts Target Price | 21.5 | 8.42 |
ValueRay Target Price | 22 | 11.1 |