12,80 $
1,08 % gestern
Nasdaq, 6. Oktober, 22:00 Uhr
ISIN
US67401P1084
Symbol
OCSL
Berichte

Oaktree Specialty Lending Corporation Aktie News

Negativ
Seeking Alpha
6 Tage alt
Blackstone Secured Lending and Morgan Stanley Direct Lending are high-quality BDCs facing potential dividend cuts due to falling coverage ratios. BXSL's fundamentals remain strong, but tight dividend coverage, high floating-rate exposure, and significant upcoming debt maturities raise concerns about a near-term cut. MSDL, despite robust liquidity and investment-grade ratings, has seen declining...
Positiv
Seeking Alpha
13 Tage alt
BDCs have already experienced a notable correction. The sector median P/NAV metric indicates ~12% discount to NAV. Many players are priced even below that.
Negativ
Seeking Alpha
16 Tage alt
14 BDCs have base dividend coverage levels between 100% and 105%. 16 BDCs have them already below 100%. Given the unfavorable future earnings outlook, a system-wide BDC dividend cutting process is very likely to start quite soon.
Positiv
Forbes
24 Tage alt
Wall Street suits tend to avoid business development companies (BDCs). That's a mistake.
Negativ
Seeking Alpha
29 Tage alt
I expect the Fed to cut rates soon, with markets pricing in an 89% chance of a 25bps cut this month. Ongoing and future rate cuts will pressure SOFR-linked assets, especially BDCs, causing yield compression and likely dividend reductions. BDC dividend risks are high due to lower loan yields, thin dividend coverage, and limited capacity to offset falling income.
Negativ
Seeking Alpha
etwa 2 Monate alt
Oaktree Specialty Lending's weak net investment income coverage raises concerns about portfolio quality and future payouts. Non-accruals remain elevated, though slightly improved Q/Q in Q3'25, driving a persistent discount to net asset value and reflecting investor caution. Despite a material discount to NAV, weak dividend coverage and continual credit issues justify a downgrade from 'Strong Bu...
Negativ
Seeking Alpha
etwa 2 Monate alt
The BDC sector faces mounting risks from a weakening economy, high consumer debt, and the potential for further dividend cuts as interest rates decline. Recent dividend cuts by several BDCs highlight the sector's vulnerability, despite some names maintaining resilience and attractive valuations. Spillover income offers only limited protection; tight dividend coverage and rising non-accruals sig...
Negativ
Seeking Alpha
etwa 2 Monate alt
Q2 earnings confirmed my call for a market rotation in BDCs; quality bias and selectivity remain critical for outperformance. Structural headwinds—spread compression, falling base rates, and thin dividend coverage—signal elevated risk of further dividend cuts across the sector. Current sector repricing is insufficient for broad new BDC allocations; most remain unattractive except for select nam...

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