OCSL · Oaktree Specialty Lending Corp
Market Cap
$1.03B
Shares
88.09M
Volume · Oct 7
455.09K
Avg daily vol (3M)
490.21K
Price & Indicators
20d MA
50d MA
200d MA
Earnings
Filing
Insider
Congress
Investor day
Close$11.65
Open$11.70
Day$11.50–11.70
52W close$10.78–14.20
Avg vol 30d450K
Short int3.2M · 3.6% float · 7.3d
Short vol63%
Last earningsAug 5, 2026
DataJan 2020–Oct 2026
Filing10-Q · Aug 5
Up next
Next earnings call
Nov 4, 2026
Est · unconfirmed
· in 4 wks
filed Aug 5, 2026
call held Aug 5, 2026
Metrics snapshot
Useful current figures from the complete screener profile.
Revenue (TTM)
$292.23M
Trailing 12 months
Net income (TTM)
$42.24M
Trailing 12 months
Revenue growth YoY
-7.8%
Year over year
Operating margin
—
Trailing 12 months
P / E (TTM)
24.4
Trailing earnings · reciprocal yield 4.1%
FCF yield
—
TTM · current market cap
Return on invested capital
—
Trailing 12 months
Net cash
−$1.40B
Latest balance sheet
Dividend yield
12.6%
Trailing 12 months
Shares change YoY
+0.0%
Year over year
Price change (1Y)
-8.6%
Trailing year
Short interest
3.6%
Latest settlement · 7.3 days to cover
Equibles Rating
blended score · not investment adviceOverall
Sell
SellHoldBuy
Technical
Sell
Momentum
Very Weak
Sentiment
Neutral
Fundamentals
Poor
Quant / Vol
Low
Market backdrop
VIX 15.1 · calm
Equity put/call 0.63
Technical
price trend
50 / 200-day cross
No cross
Price vs 200-day avg
−4%
below
Price vs 50-day avg
−7%
below
RSI (14)
30
oversold
MACD trend
Negative
52-week position
25%
mid-range
Volume (OBV)
Confirms
volume backs price
Momentum
relative strength
1-month return
−8%
trailing
6-month return
−8%
trailing
YTD return
−9%
this year
Relative strength
−19%
vs S&P · 6-mo
Sentiment
smart money
Trend (MA cross)
No cross
50d $13 › 200d $12 — 50d above 200d
Institutional flow
Accumulating
1 of 169 funds reported for Sep 30 · net +25 sh shares
Insider flow
Accumulating
Net +$21.6K over 90 days · 0% sells
Short interest
Rising
3.63% of float · ▲ +7.6% MoM · 7.3 days cover
Volume signal
Normal
Volume near normal
Institution breadth
Multi-yr low
169 holders — near 3-yr low, contrarian setup
Squeeze score
70
elevated · 0–100
Fundamentals
EPS growth
−46%
Y/Y
Valuation
P/E 24.3
rich
Balance sheet
$1.4B
net debt
Quant / Vol
risk profile
Volatility
24%
annualized · 1-yr
Max drawdown
−24%
past year
ATR
2.1%
of price · 14-day
Blended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Guidance & track record
Latest guidance
· from the 8-K filed Aug 1, 2024
annually
Net investment income per share increase from base management fe
$0.15
quarter
Net investment income per share increase from base management fe
$0.03 – $0.04
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Technicals
trend & momentum for long-term holders Sell
50 / 200-day cross
No cross
Neutral
Price vs 200-day avg
−4%
Neutral
Price vs 50-day avg
−7%
Bearish
RSI (14)
30
Neutral
MACD trend
Negative
Bearish
52-week position
25%
Neutral
Volume (OBV)
Confirms
Neutral
Market signals — smart money & positioning
Bullish · 2 of 6
Trend (MA cross)
No cross
50d $13 › 200d $12 — 50d above 200d
Institutional flow
Accumulating
1 of 169 funds reported for Sep 30 · net +25 sh shares
Insider flow
Accumulating
Net +$21.6K over 90 days · 0% sells
Short interest
Rising
3.63% of float · ▲ +7.6% MoM · 7.3 days cover
Volume signal
Normal
Volume near normal
Institution breadth
Multi-yr low
169 holders — near 3-yr low, contrarian setup
Price context
position in its 52-week range
Range low $11
Now $12 · 25%
Range high $14
vs 200-day avg -4%
vs 50-day avg -7%
Illustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
the company's own KPIs, from written earnings releases and filings| Metric | Latest | Period | YoY |
|---|---|---|---|
| Adjusted earnings (loss) non-GAAP | 30.18M | Q3 FY2026 | — |
GAAP → non-GAAP reconciliationGAAP Net increase (decrease) in net assets resulting from operations 30.94M
-281K Interest income amortization (accretion) related to merger accounting adjustments
-477K Net realized and unrealized gains (losses) related to merger accounting adjustments
= Adjusted earnings (loss) 30.18M
|
|||
| Adjusted earnings (loss) per share non-GAAP | $0.34 | Q3 FY2026 | — |
| Adjusted net investment income non-GAAP | $32.2M | Q3 FY2026 | — |
GAAP → non-GAAP reconciliationGAAP GAAP net investment income 32.52M
-281K Interest income amortization (accretion) related to merger accounting adjustments
= Adjusted net investment income 32.24M
|
|||
| Adjusted net investment income per share non-GAAP | $0.37 | Q3 FY2026 | — |
GAAP → non-GAAP reconciliationGAAP GAAP net investment income (per share) $0.38
-$0.01 Interest income amortization (accretion) related to merger accounting adjustments
= Adjusted net investment income (per share) $0.37
|
|||
| Adjusted net realized and unrealized gains (losses), net of taxes non-GAAP | -2.06M | Q3 FY2026 | — |
GAAP → non-GAAP reconciliationGAAP GAAP net realized and unrealized gains (losses), net of taxes -1.58M
-477K Net realized and unrealized gains (losses) related to merger accounting adjustments
= Adjusted net realized and unrealized gains (losses), net of taxes -2.06M
|
|||
| Adjusted net realized and unrealized gains (losses), net of taxes per share non-GAAP | -$0.02 | Q3 FY2026 | — |
| Adjusted net realized and unrealized losses, net of taxes non-GAAP | $2.1M | Q3 FY2026 | — |
| Adjusted total investment income non-GAAP | $69.2M | Q3 FY2026 | — |
GAAP → non-GAAP reconciliationGAAP GAAP total investment income 69.43M
-281K Interest income amortization (accretion) related to merger accounting adjustments
= Adjusted total investment income 69.15M
|
|||
| Adjusted total investment income per share non-GAAP | $0.79 | Q3 FY2026 | — |
GAAP → non-GAAP reconciliationGAAP GAAP total investment income (per share) $0.8
-$0.01 Interest income amortization (accretion) related to merger accounting adjustments
= Adjusted total investment income (per share) $0.79
|
|||
| Asset coverage ratio at end of period | 194.16% | Three months ended June 30, 2026 filing | — |
| Cash component of weighted average yield on debt investments non-GAAP | 8.2% | Q3 FY2026 | — |
| Net asset value per share | $15.7 | Q3 FY2026 | — |
| New investment commitments | $206.4M | Q3 FY2026 | — |
| Number of portfolio companies | 163 | Q3 FY2026 | — |
| Proceeds from prepayments, exits, other paydowns and sales | $262.8M | Q3 FY2026 | — |
| Ratio of portfolio turnover to average investments at fair value | 8.5% | Three months ended June 30, 2026 filing | — |
| Total debt outstanding | $1.45B | Q3 FY2026 | — |
| Undrawn capacity under credit facility | $659M | Q3 FY2026 | — |
| Unfunded investment commitments | $235.4M | Q3 FY2026 | — |
| Unrestricted cash and cash equivalents | $39.9M | Q3 FY2026 | — |
| Weighted average outstanding debt | $1.5B | Three months ended June 30, 2026 filing | — |
| Weighted average yield on debt investments | 9.3% | Q3 FY2026 | — |
| Weighted average yield on new debt investments | 10% | Q3 FY2026 | — |
| Weighted average yield on total portfolio investments non-GAAP | 9.1% | Q3 FY2026 | — |
Figures exactly as the company stated them in writing · click a metric with a to chart its history · period links open the stating document · "filing" marks figures stated in the 10-K/10-Q · YoY needs an exactly comparable prior-year period
Versus peers
Asset Management — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
OCSL
this stock
Oaktree Specialty Lending Corp
|
$1.03B | -8.6% | — | 24.3 | 3.6% |
|
BLK
BlackRock, Inc.
|
$347.03B | -0.1% | +16.2% | 25.6 | 0.6% |
|
BX
Blackstone Inc.
|
$85.57B | -27.4% | +9.2% | 25.6 | 2.6% |
|
BN
BROOKFIELD Corp /ON/
|
$81.46B | -19.4% | — | — | 0.9% |
|
KKR
KKR & Co. Inc.
|
$80.49B | -29.7% | -11.0% | — | 1.5% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every sectionOwnership
Short & Settlement
Smart Money
Financials
Filings
Performance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| OCSL | -2.1% | -8.0% | -8.3% | -2.1% | -8.6% |
| SPY | +1.9% | +1.9% | +10.8% | +1.9% | +14.0% |
| vs SPY | -4.0% | -9.9% | -19.1% | -4.0% | -22.5% |
Capital returns
Latest dividend
$0.33
/ share · ex Sep 15, 2026
Paid (TTM)
$1.47
/ share · 4 payouts
Dividend yield (TTM, derived)
12.62%
Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.