Oaktree Specialty Lending (NASDAQ:OCSL) Price Target Cut to $12.00 by Analysts at Wells Fargo & Company

Oaktree Specialty Lending (NASDAQ:OCSL) had its target price reduced by Wells Fargo & Company from $13.00 to $12.00 in a report released on Thursday morning, MarketBeat.com reports. Wells Fargo & Company currently has an equal weight rating on the credit services provider’s stock.

A number of other research analysts also recently issued reports on the company. Lucid Cap Mkts upgraded Oaktree Specialty Lending to a “hold” rating in a research note on Monday, December 15th. Zacks Research upgraded shares of Oaktree Specialty Lending from a “strong sell” rating to a “hold” rating in a report on Thursday, October 9th. Finally, Weiss Ratings upgraded shares of Oaktree Specialty Lending from a “sell (d+)” rating to a “hold (c-)” rating in a research note on Monday, January 26th. Seven research analysts have rated the stock with a Hold rating, According to data from MarketBeat, the company presently has a consensus rating of “Hold” and an average target price of $13.75.

Oaktree Specialty Lending Price Performance

OCSL stock opened at $12.13 on Thursday. The company has a debt-to-equity ratio of 0.64, a quick ratio of 0.20 and a current ratio of 0.20. The business has a 50-day simple moving average of $12.92 and a two-hundred day simple moving average of $13.34. The company has a market capitalization of $1.07 billion, a P/E ratio of 33.70 and a beta of 0.52. Oaktree Specialty Lending has a 52-week low of $11.94 and a 52-week high of $16.29.

Oaktree Specialty Lending (NASDAQ:OCSL) last posted its earnings results on Wednesday, February 4th. The credit services provider reported $0.41 earnings per share for the quarter, beating analysts’ consensus estimates of $0.38 by $0.03. The company had revenue of $74.48 million for the quarter, compared to analyst estimates of $75.72 million. Oaktree Specialty Lending had a return on equity of 9.69% and a net margin of 10.58%.During the same quarter last year, the company earned $0.54 earnings per share. Research analysts expect that Oaktree Specialty Lending will post 2.06 EPS for the current fiscal year.

Oaktree Specialty Lending Dividend Announcement

The company also recently declared a quarterly dividend, which will be paid on Tuesday, March 31st. Shareholders of record on Monday, March 16th will be issued a $0.40 dividend. This represents a $1.60 annualized dividend and a yield of 13.2%. The ex-dividend date of this dividend is Monday, March 16th. Oaktree Specialty Lending’s dividend payout ratio (DPR) is presently 444.44%.

Institutional Trading of Oaktree Specialty Lending

Large investors have recently modified their holdings of the business. MTM Investment Management LLC bought a new stake in Oaktree Specialty Lending during the second quarter valued at approximately $34,000. Garner Asset Management Corp bought a new position in Oaktree Specialty Lending during the fourth quarter valued at approximately $38,000. Sound Income Strategies LLC purchased a new position in shares of Oaktree Specialty Lending during the third quarter worth approximately $42,000. Nomura Asset Management Co. Ltd. purchased a new position in shares of Oaktree Specialty Lending during the second quarter worth approximately $46,000. Finally, Allworth Financial LP bought a new stake in shares of Oaktree Specialty Lending in the 2nd quarter worth approximately $48,000. Institutional investors own 36.79% of the company’s stock.

More Oaktree Specialty Lending News

Here are the key news stories impacting Oaktree Specialty Lending this week:

• Positive Sentiment: Company declared a sizable quarterly dividend of $0.40/share (annualized yield ~12.8%), supporting income-focused holders.
• Positive Sentiment: Q1 EPS of $0.41 beat consensus ($0.38), surprising to the upside on per-share earnings despite softer topline; investor reaction may be mixed because EPS is down from $0.54 a year ago. MarketBeat Earnings Summary
• Positive Sentiment: Management reported $314M of new investment deployment and described earnings as stable while navigating AI- and credit-related shifts — this indicates continued portfolio activity and capital deployment. Article on Deployments and Commentary
• Neutral Sentiment: Full Q1 materials (earnings call transcript and slide deck) are available for investors who want detailed portfolio-level and credit-quality disclosures. Use these to assess sector and borrower concentration. Earnings Call Transcript
• Neutral Sentiment: Analyst coverage remains mixed: one publish (AmericanBankingNews) shows a higher target ($14.25), reflecting divergent views on yield vs. credit risk. Analyst Target Summary
• Neutral Sentiment: Deep-dive pieces highlight OCSL’s software-sector exposure and recent portfolio activity — useful for investors judging concentration and sector-specific credit risk. Deep Dive Article
• Negative Sentiment: Revenue for the quarter came in slightly below expectations (~$74.5M vs. ~$75.7M consensus) and EPS is materially lower year-over-year — factors that weigh on growth and valuation narratives. Yahoo Finance Q1 Highlights
• Negative Sentiment: Wells Fargo cut its price target from $13.00 to $12.00 and moved to an “equal weight” stance, increasing near-term selling pressure given the new target sits near current levels. The Fly: Wells Fargo Downgrade

About Oaktree Specialty Lending

Oaktree Specialty Lending Corporation (NASDAQ: OCSL) is a closed-end, externally managed specialty finance company structured as a business development company (BDC). Launched in 2014, Oaktree Specialty Lending provides customized debt solutions to U.S. middle-market companies, with a focus on senior secured loans, second-lien financings, mezzanine debt and select equity co-investments. The company’s investment strategy centers on floating-rate instruments designed to offer downside protection and income potential in varying interest rate environments.

The firm’s portfolio spans a diverse array of industries, including healthcare, technology, energy, business services and consumer products.