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

Drawdown / Underwater Chart for Oaktree Specialty Lending (OCSL) - Stock & Dividends

Overall Trend and Yearly Seasonality

Drawdown / Underwater Chart for Oaktree Specialty Lending (OCSL) - Stock & Dividends

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

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What is the price of OCSL stocks?
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%.
What is the forecast for OCSL stock price target?
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