OCSL

Oaktree Specialty Lending Corp

CIK 0001414932
Employees 0
Phone 213 830 6300
Fiscal year end September
IPO Jun 12, 2008
Address 333 South Grand Avenue, Los Angeles, CA, United States, 90071
12.13
+0.33 (+2.80%)
USD · NASDAQ
52-week range
10.06
12.98
Trading at 71% of the 52-week range
Market Cap
1.05B
P/E Ratio
24.90
Forward P/E
8.58
Book Value
15.70
Div. Yield
12.71%
% Institutions
50.25%
% Insiders
0.302%

1 Year

-2.3%

3 Year

-7.4%

10 Year

+102.2%
Description

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.

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People

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Directors & Officers

Name Title Year Born
Mr. Armen Panossian J.D. CEO & Co-Chief Investment Officer 1976
Mr. Mathew M. Pendo President 1964
Dr. Aman Kumar M.D. Managing Director & Co-Portfolio Manager of Life Sciences Direct Lending 1980
Mr. Christopher McKown CFO & Treasurer 1982
Mr. Brett McKeone Chief Operating Officer NA
Mr. Raghav Khanna Co-Chief Investment Officer 1984
Mr. Dane Kleven Senior VP & Head of Investor Relations NA
Ms. Mary Gallegly J.D. MD,General Counsel & Secretary NA
Ms. Ashley Pak Chief Compliance Officer 1978
Mr. Sandeep Kumar Khorana Managing Director of Origination 1973

Insider Trading

Open insider trading
Date Insider Name Title Transaction Type Shares Price Value SEC
Mar 16, 2026 Deborah Ann Gero N/A Purchase 2.00K $10.78 $21.56K SEC
Mar 16, 2026 Phyllis R Caldwell N/A Purchase 2.50K $10.77 $26.93K SEC
May 15, 2025 Armen Panossian N/A Purchase 8.00K $14.13 $113.04K SEC
May 06, 2025 Craig A Jacobson N/A Purchase 14.91K $13.41 $199.94K SEC

Shareholders

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Institutional Holders

Holder Name Shares Date Reported % Out Value % Change
Oaktree Capital Management LLC 7.87M Jun 30, 2026 8.94% $1.30 324.96%
Private Management Group Inc 3.87M Jun 30, 2026 4.39% $1.22 3.98%
Royal Bank of Canada 2.92M Jun 30, 2026 3.32% $0.01 509.69%
Bruni J V & Co 2.47M Jun 30, 2026 2.81% $2.70 -0.92%
Morgan Stanley - Brokerage Accounts 2.40M Jun 30, 2026 2.73% $0.00 -6.26%
Ares Management LLC 2.20M Jun 30, 2026 2.50% $1.15 5.00%
Van Eck Associates Corporation 2.20M Jun 30, 2026 2.49% $0.02 28.88%
Generali Asset Management SPA SGR 2.08M Jun 30, 2026 2.36% $0.45 -0.34%
UBS Group AG 2.08M Jun 30, 2026 2.36% $0.00 51.86%
Claret Asset Management Corporation 1.67M Jun 30, 2026 1.90% $2.15 0.10%
Legal & General Group PLC 752.40K Jun 30, 2026 0.85% $0.00 9.84%
Melia Wealth LLC 729.24K Jun 30, 2026 0.83% $5.01 -41.24%
Wells Fargo & Co 366.89K Jun 30, 2026 0.42% $0.00 58.78%
Two Sigma Investments LLC 340.28K Jun 30, 2026 0.39% $0.00 -61.47%
Muzinich & Co Inc 334.74K Jun 30, 2026 0.38% $1.37 0.35%
BlackRock Inc 334.00K Jun 30, 2026 0.38% $0.00 -2.30%
Sumitomo Mitsui Trust Group Inc 310.88K Jun 30, 2026 0.35% $0.00 0.00%
Arnhold LLC 297.35K Jun 30, 2026 0.34% $0.25 5.31%
United Advisor Group LLC 293.06K Jun 30, 2026 0.33% $0.37 2.60%
Palliser Capital (UK) Ltd 270.99K Jun 30, 2026 0.31% $1.74 0.00%

Fund Holdings

Rank Holder Name Shares Held % of Shares Change Date Reported
1 VanEck BDC Income ETF 1.59M 1.80% ▲ 0.00% Sep 30, 2026
2 Putnam BDC Income ETF 648.66K 0.74% ▼ 0.46% Sep 30, 2026
3 Accelerate Divers Crdt Inc ETF CAD H 358.69K 0.41% ▲ 4.57% Sep 30, 2026
4 iShares Listed Private Eq ETF USD Dist 278.76K 0.32% ▲ 0.00% Sep 30, 2026
5 FID DC L&G Retirement Income MA Fund 264.63K 0.30% ▲ 733.28% Sep 30, 2026
6 BankInvest Børsnoterede Alt. Akk. W 240.93K 0.27% ▲ 0.00% Mar 31, 2026
7 Lazard Listed Private Mkts EA Acc GBP 119.28K 0.14% ▲ 0.00% Jun 30, 2026
8 FID DC L&G Diversified Fund 116.56K 0.13% ▼ 16.63% Aug 31, 2026
9 DNB Fund Listed Private Equity A EURDist 111.98K 0.13% ▲ 0.00% Aug 31, 2026
10 First Trust Specialty Finance 65.71K 0.07% ▲ 0.00% Sep 30, 2026

Financial Highlights

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Market Cap: $1.05B
P/E Ratio: $24.90
PEG Ratio: $0.93
Book Value: $15.70
Dividend/Share: $1.50
Dividend Yield: 12.71%
Earnings/Share: $0.48
Profit Margin: 14.45%
Operating Margin: 81.60%
ROA (TTM): 5.19%
ROE (TTM): 2.95%
Revenue (TTM): $292.23M
Revenue/Share (TTM): $3.32
Earnings Growth (YOY): -19.30%
Revenue Growth (YOY): -7.80%

Valuation Metrics

Enterprise Value: $2.45B
Trailing P/E: 24.90
Forward P/E: 8.58

Shares Statistics

Shares Outstanding: 88.09M
Shares Float: 0.00
% Insiders: 0.302%
% Institutions: 50.25%
Shares Short: 3.18M
Shares Short (Prior Month): 2.93M
Short Ratio: 6.55
Short % Float: 3.62%

Stock Price History

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1 Year Price History

3 Years Price History

10 Years Price History

Max Price History

Financial Charts

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Open balance sheet Open capital intensity Download Financials (Excel)

Revenue, Net Income & Operating Cash Flow (Yearly)

Change % vs Prior Year

Revenue, Net Income & Operating Cash Flow (Quarterly)

Change % vs Prior Quarter

Operating Expenses (Yearly)

Operating Expenses (Quarterly)

Balance Sheet (Yearly)

Balance Sheet (Quarterly)

Assets Breakdown (Yearly)

Assets Breakdown (Quarterly)

Liabilities Breakdown (Yearly)

Liabilities Breakdown (Quarterly)

Income Statement Waterfall

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Open full waterfall Open balance sheet
Line Item
Step Type
Value
Revenue
adjust
$299.70M
Cost of Goods Sold
adjust
$-38.33M
Gross Profit
subtotal
$261.37M
SG&A
adjust
$-8.49M
Other Operating Expense
adjust
$-101.87M
Operating Income
subtotal
$151.02M
Other / Non-Operating Items
adjust
$-117.10M
Net Income
subtotal
$33.92M

Earnings Per Share (EPS) History

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Financial Ratios

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📦 Raw API Data (JSON Explorer)

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