OCSL

Oaktree Specialty Lending Corp

Nasdaq · CIK 0001414932
$12.13 +0.83% $1.1B
Insider Buying Cluster (2 insiders)5 New Institutional Positions3 Institutional Exits
Vol
Market Cap$1.1B
Cap SizeSmall Cap
Inst. Holders50 funds
Inst. Value$105.6M
Inst. Activity5 buys / 3 sells
Insider Activity2B / 0S
Insider Net $$48.5K
Reddit Sentiment67° Warm
Exchange Nasdaq·CIK 0001414932·Prev Close $12.03

Recent Activity

Mar 16, 2026 Insider
Gero Deborah Ann bought 2,000 shares
Director @ $10.78 ($21.6K)
Mar 16, 2026 Insider
CALDWELL PHYLLIS R bought 2,500 shares
Director @ $10.77 ($26.9K)
Inst.
Russell Investments Group, Ltd. — DOUBLED
720,718 shares ($8.1M)
Inst.
HighTower Advisors, LLC — ADD
308,187 shares ($3.5M)
May 7, 2026 short_interest
FTD: OCSL — 68,356 shares ($0.9M) failed to deliver
Settlement: 20260507, Price: $12.51, FTD Value: $855,133.56, OAKTREE SPECIALTY LENDING CORP

Price Targets

Historical data — last covering-analyst action Mar 2026. No current recommendation available.
$12.43 (Mar 2026)
Current $12.13 Low $11.50 Median $12.50 High $13.50 6 analysts
$11.50 $13.50

Analyst Ratings

Historical distribution0% buy · 12 analysts · last covering-analyst action Mar 2026
0Strong Buy
0Buy
9Hold
1Sell
2Strong Sell
Historical Analyst Actions
DateFirmActionRating
Mar 13, 2026 JP Morgan MAINTAIN Neutral → Neutral
Feb 5, 2026 Wells Fargo MAINTAIN Equal-Weight → Equal-Weight

Earnings Estimates

PeriodEPS Est.RangeGrowth#
Current Q $0.36 ▼ -2.5% $0.33 — $0.37 -3% YoY 6
Next Q $0.34 ▼ -6.8% $0.32 — $0.38 -14% YoY 6
Current FY $1.50 ▼ -0.8% $1.47 — $1.54 -15% YoY 6
Next FY $1.41 ▼ -4.1% $1.28 — $1.60 -6% YoY 7

Top Institutional Holders

FundValueMove
MORGAN STANLEY$28.9MADD
TWO SIGMA INVESTMENTS, LP$10.0MADD
Russell Investments Group, Ltd.$8.1MDOUBLED
Legal & General Group$7.8M
ROYAL BANK OF CANADA$5.4MADD

Recent Insider Trades

DateInsiderTypeValue
Mar 16, 2026Gero DeborahBUY$21.6K
Mar 16, 2026CALDWELL PHYLLISBUY$26.9K

Reddit Sentiment

67°
Warm
Bearish Neutral Bullish
2 mentions 2 bullish 0 bearish
50 institutional holders with $105.6M total value (9,335,723 shares) as of 2026-Q1. Top holders: MORGAN, TWO, Russell. Net buying activity: 5 institutions added/increased vs 3 reduced.

Top Institutional Holders — 2026-Q1

#FundSharesValue% of TrackedLast Move
1MORGAN STANLEY2,561,804$28.9M27.4%ADD +54.8%
2TWO SIGMA INVESTMENTS, LP883,261$10.0M9.5%ADD +90.7%
3Russell Investments Group, Ltd.720,718$8.1M7.7%DOUBLED +199.7%
4Legal & General Group Plc685,013$7.8M7.3%
5ROYAL BANK OF CANADA479,660$5.4M5.1%ADD +30.7%
6RAYMOND JAMES FINANCIAL INC424,023$4.8M4.5%
7BlackRock, Inc.341,857$3.9M3.7%
8CITADEL ADVISORS LLC341,616$3.9M3.7%DOUBLED +152.8%
9Sumitomo Mitsui Trust Group, Inc.310,875$3.5M3.3%ADD +26.2%
10HighTower Advisors, LLC308,187$3.5M3.3%ADD +70.1%
11WELLS FARGO & COMPANY/MN231,068$2.6M2.5%TRIM -28.0%
12TORONTO DOMINION BANK207,000$2.3M2.2%
13LOOMIS SAYLES & CO L P176,666$2.0M1.9%
14Independent Advisor Alliance149,642$1.7M1.6%
15LAZARD ASSET MANAGEMENT LLC143,561$1.6M1.5%ADD +46.0%
16DnB Asset Management AS133,418$1.5M1.4%
17Lido Advisors, LLC116,878$1.3M1.3%
18BANK OF AMERICA CORP /DE/116,068$1.3M1.2%TRIM -53.8%
19STATE STREET CORP107,832$1.2M1.2%DOUBLED +257.8%
20SUSQUEHANNA INTERNATIONAL GROUP, LLP105,700$1.2M1.1%

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
Russell Investments Group, Ltd.DOUBLED240,455720,718+199.7%$8.1M2026-Q1
HighTower Advisors, LLCADD181,174308,187+70.1%$3.5M2026-Q1
BALYASNY ASSET MANAGEMENT L.P.DOUBLED14,88882,742+455.8%$935.0K2026-Q1
Rockefeller Capital Management L.P.ADD24,69345,972+86.2%$519.5K2026-Q1
STIFEL FINANCIAL CORPTRIM35,66526,293-26.3%$297.1K2026-Q1
Mariner, LLCNEAR_EXIT116,42222,383-80.8%$252.9K2026-Q1
ENVESTNET ASSET MANAGEMENT INCADD12,95216,788+29.6%$189.7K2026-Q1
ASSETMARK, INCNEAR_EXIT54816-97.1%$181.002026-Q1
TWO SIGMA INVESTMENTS, LPADD388,157740,084+90.7%$9.4M2025-Q4
WELLS FARGO & COMPANY/MNTRIM235,511169,606-28.0%$2.2M2025-Q4
LAZARD ASSET MANAGEMENT LLCADD101,592148,336+46.0%$1.9M2025-Q4
BANK OF AMERICA CORP /DE/TRIM204,92594,604-53.8%$1.2M2025-Q4
COMMONWEALTH EQUITY SERVICES, LLCTRIM90,85367,132-26.1%$855.3K2025-Q4
Invesco Ltd.NEAR_EXIT886,84755,376-93.8%$705.5K2025-Q4
Brevan Howard Capital Management LPADD32,14942,959+33.6%$546.4K2025-Q4
GABELLI FUNDS LLCNEAR_EXIT175,00030,000-82.9%$382.2K2025-Q4
Corient Private Wealth LLCTRIM32,25110,450-67.6%$133.1K2025-Q4
GROUP ONE TRADING LLCNEAR_EXIT33,6254,756-85.9%$60.6K2025-Q4
NOMURA ASSET MANAGEMENT CO LTDNEAR_EXIT3,394414-87.8%$5.3K2025-Q4
CWM, LLCDOUBLED4861,363+180.5%$17.002025-Q4
Invesco Ltd.ADD705,824886,847+25.6%$11.6M2025-Q3
TWO SIGMA INVESTMENTS, LPDOUBLED120,839388,157+221.2%$5.1M2025-Q3
Sumitomo Mitsui Trust Group, Inc.ADD240,769303,769+26.2%$4.0M2025-Q3
Trexquant Investment LPADD179,741236,280+31.5%$3.1M2025-Q3
BANK OF AMERICA CORP /DE/ADD124,289204,925+64.9%$2.7M2025-Q3
2 unique insiders with 2 transactions. Net insider value: $48.5K ($48.5K bought, $0.00 sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
Mar 16, 2026Gero Deborah AnnDirectorBUY2,000$10.78$21.6K
Mar 16, 2026CALDWELL PHYLLIS RDirectorBUY2,500$10.77$26.9K

No SEC filing reports analyzed yet. Reports are generated when new filings are detected and processed by the LLM pipeline.

No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.

Historical analyst distribution (last covering-analyst action Mar 2026): 0% buy across 12 analysts — 0 strong buy, 0 buy, 9 hold, 1 sell, 2 strong sell. No current recommendation available.

Analyst Price Targets

Historical data — last covering-analyst action Mar 2026. No current recommendation available.
$12.43 mean target (Mar 2026)
$11.50 Low $13.50 High
MetricValue
Current Price$12.13
Target Low$11.50
Target Mean$12.43
Target Median$12.50
Target High$13.50
# Analysts6
Recommendation— (no recent coverage)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Current Q
2026-06-30
$0.36 $0.33 $0.37 -3.5% -2.5% 1↑ 3↓ $0.1B -7.8% 6
Next Q
2026-09-30
$0.34 $0.32 $0.38 -13.9% -6.8% 0↑ 4↓ $0.1B -9.7% 6
Current FY
2026-09-30
$1.50 $1.47 $1.54 -14.9% -0.8% 1↑ 3↓ $0.3B -10.2% 6
Next FY
2027-09-30
$1.41 $1.28 $1.60 -5.7% -4.1% 0↑ 5↓ $0.3B 0.1% 7

Current Quarter EPS Revision History

TimepointEPS EstimateChange
Current$0.357
7d ago$0.366-0.009
30d ago$0.367-0.009
60d ago$0.370-0.013
90d ago$0.369-0.012
2 analyst firms have rated this stock: 0 upgrades, 0 downgrades, 0 initiations.

Historical Analyst Actions

DateAnalyst FirmActionPrevious RatingNew Rating
Mar 13, 2026 JP Morgan MAINTAIN Neutral Neutral
Feb 5, 2026 Wells Fargo MAINTAIN Equal-Weight Equal-Weight

Monthly Consensus History

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
Jun 1, 2026009120%
May 1, 2026009120%
Apr 1, 2026009120%
Mar 1, 2026009120%
Feb 1, 2026009120%
Jan 1, 20262470046%
Strong BuyBuyHoldSellStrong Sell

No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.

67°
Warm
Bearish Neutral Bullish
2 mentions 2 bullish 0 bearish 1 time period

Reddit Sentiment History

DateMentionsSentimentBullishBearishThreads
Feb 25, 2026267° Warm202

Recent Reddit Threads

May 7, 2026
short_interest
FTD: OCSL — 68,356 shares ($0.9M) failed to deliver
Settlement: 20260507, Price: $12.51, FTD Value: $855,133.56, OAKTREE SPECIALTY LENDING CORP
May 5, 2026
earnings_calendar
OCSL Q2 2026 Earnings Scheduled — 2026-05-05
Apr 30, 2026
short_interest
FTD: OCSL — 43,453 shares ($0.5M) failed to deliver
Settlement: 20260430, Price: $12.57, FTD Value: $546,204.21, OAKTREE SPECIALTY LENDING CORP
Apr 29, 2026
short_interest
FTD: OCSL — 104,417 shares ($1.3M) failed to deliver
Settlement: 20260429, Price: $12.63, FTD Value: $1,318,786.71, OAKTREE SPECIALTY LENDING CORP
Apr 28, 2026
short_interest
FTD: OCSL — 76,022 shares ($0.9M) failed to deliver
Settlement: 20260428, Price: $12.33, FTD Value: $937,351.26, OAKTREE SPECIALTY LENDING CORP
Apr 24, 2026
short_interest
FTD: OCSL — 67,678 shares ($0.8M) failed to deliver
Settlement: 20260424, Price: $12.49, FTD Value: $845,298.22, OAKTREE SPECIALTY LENDING CORP
Apr 22, 2026
short_interest
FTD: OCSL — 49,004 shares ($0.6M) failed to deliver
Settlement: 20260422, Price: $12.68, FTD Value: $621,370.72, OAKTREE SPECIALTY LENDING CORP
Apr 21, 2026
short_volume
Short Volume: OCSL — 65.3% short (0.4M / 0.5M)
Short: 354,068 | Exempt: 147 | TRF Vol: 542,022 | Short Ratio: 65.3% | Off-exchange volume (dark pool + OTC)
Apr 20, 2026
short_interest
FTD: OCSL — 261,200 shares ($3.4M) failed to deliver
Settlement: 20260420, Price: $13.12, FTD Value: $3,426,944, OAKTREE SPECIALTY LENDING CORP
Apr 16, 2026
short_interest
FTD: OCSL — 50,477 shares ($0.6M) failed to deliver
Settlement: 20260416, Price: $12.77, FTD Value: $644,591.29, OAKTREE SPECIALTY LENDING CORP
Apr 10, 2026
short_interest
FTD: OCSL — 102,768 shares ($1.2M) failed to deliver
Settlement: 20260410, Price: $11.85, FTD Value: $1,217,800.8, OAKTREE SPECIALTY LENDING CORP
Apr 10, 2026
short_volume
Short Volume: OCSL — 60.3% short (0.3M / 0.6M)
Short: 342,535 | Exempt: 0 | TRF Vol: 567,837 | Short Ratio: 60.3% | Off-exchange volume (dark pool + OTC)
Apr 9, 2026
short_interest
FTD: OCSL — 179,379 shares ($2.1M) failed to deliver
Settlement: 20260409, Price: $11.88, FTD Value: $2,131,022.52, OAKTREE SPECIALTY LENDING CORP
Apr 8, 2026
short_interest
FTD: OCSL — 75,617 shares ($0.9M) failed to deliver
Settlement: 20260408, Price: $11.79, FTD Value: $891,524.43, OAKTREE SPECIALTY LENDING CORP
Apr 8, 2026
short_volume
Short Volume: OCSL — 73.9% short (0.5M / 0.7M)
Short: 507,980 | Exempt: 8,002 | TRF Vol: 687,682 | Short Ratio: 73.9% | Off-exchange volume (dark pool + OTC)