Bruni J V and Co. Co. lifted its stake in Oaktree Specialty Lending Corp. (NASDAQ: OCSL) by 12.4% during the third quarter, according to the company in its most recent Form 13F filing with the SEC. Th
One BDC quietly compounded wealth while the other barely moved the needle. The headline yield isn't the real story; this hidden metric is. A massive valuation gap exists, but only one looks built for
AI panic crushed SaaS and dragged down BDCs and asset managers. Trading at steep discounts and high dividend yields, we think that this is a historic opportunity. We explain why the market got it wron

2 BDCs To Dump Before They Cut Their Dividend

09:15am, Thursday, 12'th Feb 2026
The market has become worried about BDCs mostly from the credit risk perspective. However, some of the recent earnings reports and BDC examples show that dividend cut risk has not disappeared. In this
Oaktree Specialty Lending trades at a steep discount, P/NAV of 0.74x. The discount has pushed up the yield to a very attractive level of ~13%. The picture looks even better if we consider the fact tha
Oaktree Specialty Lending (NASDAQ: OCSL) reported what management described as a solid start to fiscal 2026, with adjusted net investment income (NII) rising modestly from the prior quarter and earnin
Oaktree Specialty Lending Corporation (OCSL) Q1 2026 Earnings Call Transcript
Oaktree Specialty Lending (OCSL) came out with quarterly earnings of $0.41 per share, beating the Zacks Consensus Estimate of $0.38 per share. This compares to earnings of $0.54 per share a year ago.
LOS ANGELES--(BUSINESS WIRE)--Oaktree Specialty Lending Corporation (NASDAQ: OCSL) (“Oaktree Specialty Lending” or the “Company”), a specialty finance company, today announced its financial re

High-Yield Carnage In 2026

07:44am, Tuesday, 03'rd Feb 2026
Multiple mortgage REITs fell by over 10% on the day. The stock driving the bus of bad dropped 33% on Friday and is continuing lower today. Preferred shares and baby bonds have consistently outperforme
Oaktree Specialty Lending (NASDAQ: OCSL - Get Free Report) is projected to issue its Q1 2026 results before the market opens on Wednesday, February 4th. Analysts expect the company to announce earning
Oaktree Specialty Lending (NASDAQ: OCSL - Get Free Report) will likely be posting its Q1 2026 results before the market opens on Wednesday, February 4th. Analysts expect Oaktree Specialty Lending to p
The market is pricing in a crisis that the data simply does not show. A misunderstood corner of credit is flashing rare value signals. The disconnect between headlines and fundamentals is growing fast
Sumitomo Mitsui Trust Group Inc. boosted its stake in shares of Oaktree Specialty Lending Corp. (NASDAQ: OCSL) by 26.2% in the undefined quarter, according to the company in its most recent disclosure
LOS ANGELES--(BUSINESS WIRE)--Oaktree Specialty Lending Corporation (NASDAQ:OCSL) (“Oaktree Specialty Lending” or the “Company”) today announced that it will report its financial results for t
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