Oaktree Specialty Lending (OCSL) - Stock & Dividends

Exchange: USA Stocks • Country: United States • Currency: USD • Type: Common Stock • ISIN: US67401P1084

(NASDAQ:OCSL Stock) 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. Web URL: https://www.oaktreespecialtylending.com

Drawdown (Underwater) Chart

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

OCSL Stock Overview

Market Cap in USD 1,574m
Sector Financial Services
Industry Credit Services
GiC SubIndustry Asset Management & Custody Banks
TER 0.00%
IPO / Inception 2008-06-12

OCSL Stock Ratings

Fundamental 0.58
Dividend 9.55
Growth 5y 8.37
Rel. Performance vs Sector -0.22
Analysts 4.00
Fair Price Total Ret. 20.61
Fair Price DCF 115.64

OCSL Dividends

Yield 12m 11.24%
Yield on Cost 5y 22.83%
Dividends CAGR 5y 15.24%
Payout Consistency 91.0%

OCSL Growth Ratios

Growth 12m 12.14%
Growth Correlation 12m 72%
Growth Correlation 3m 36%
CAGR 5y 15.18%
CAGR / Mean Drawdown 2.57
Sharpe Ratio 12m 0.38
Alpha vs SP500 12m -21.76
Beta vs SP500 5y weekly 1.15
CAPM 8.43%
Average Daily Range 2m 1.30%
Regime Oscillator 34.52
Volatility GJR Garch 1y 19.33%
Price / SMA 50 -1.9%
Price / SMA 200 5.44%
Current Volume 802.8k
Average Volume 20d 934.4k

External Links for OCSL Stock

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Fund Manager Positions
What is the price of OCSL stocks?
As of February 24, 2024, the stock is trading at USD 20.15 with a total of 802,792 shares traded.
Over the past week, the price has changed by -0.40%, over one month by -6.32%, over three months by +3.77% and over the past year by +11.87%.
Why is OCSL stock down?
Check with which Index or Commodity OCSL has the highest Correlation, do they have a common driver?
Review the Fundamentals to find weaknesses (Debt, low returns). Check the Performance of the Peer-Group to find out, if the entire sector is under pressure.
Period Return OCSL Return S&P 500
1 Month -6.32% 4.74%
3 Months 3.77% 11.99%
12 Months 11.87% 28.68%
What is the forecast for OCSL stock price target?
According to ValueRays Forecast Model, OCSL Oaktree Specialty Lending will be worth about 22.3 in February 2025. The stock is currently trading at 20.15. This means that the stock has a potential upside of +10.47%.
Issuer Forecast Upside
Wallstreet Target Price 20.6 2.4%
Analysts Target Price 21.5 6.7%
ValueRay Target Price 22.3 10.5%