LSV Asset Management Sells 82,850 Shares of Sixth Street Specialty Lending, Inc. $TSLX

LSV Asset Management decreased its stake in shares of Sixth Street Specialty Lending, Inc. (NYSE:TSLX) by 7.8% during the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 972,712 shares of the financial services provider’s stock after selling 82,850 shares during the period. LSV Asset Management’s holdings in Sixth Street Specialty Lending were worth $22,236,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also bought and sold shares of the company. MTM Investment Management LLC purchased a new position in Sixth Street Specialty Lending during the 2nd quarter worth $49,000. First Horizon Advisors Inc. lifted its position in shares of Sixth Street Specialty Lending by 74.0% during the second quarter. First Horizon Advisors Inc. now owns 4,123 shares of the financial services provider’s stock valued at $98,000 after purchasing an additional 1,753 shares in the last quarter. State of Alaska Department of Revenue purchased a new position in Sixth Street Specialty Lending during the third quarter worth about $98,000. MAI Capital Management grew its position in Sixth Street Specialty Lending by 83.5% in the 2nd quarter. MAI Capital Management now owns 4,264 shares of the financial services provider’s stock worth $102,000 after purchasing an additional 1,940 shares in the last quarter. Finally, Farther Finance Advisors LLC grew its position in Sixth Street Specialty Lending by 604.6% in the 3rd quarter. Farther Finance Advisors LLC now owns 4,700 shares of the financial services provider’s stock worth $107,000 after purchasing an additional 4,033 shares in the last quarter. 70.25% of the stock is owned by hedge funds and other institutional investors.

Insider Activity

In other Sixth Street Specialty Lending news, CEO Robert J. Stanley purchased 10,000 shares of the company’s stock in a transaction that occurred on Tuesday, November 18th. The shares were bought at an average cost of $20.85 per share, for a total transaction of $208,500.00. Following the purchase, the chief executive officer owned 24,907 shares of the company’s stock, valued at $519,310.95. This represents a 67.08% increase in their position. The purchase was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. 3.22% of the stock is currently owned by company insiders.

Key Headlines Impacting Sixth Street Specialty Lending

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

• Positive Sentiment: Q4 results slightly beat expectations — reported EPS of $0.52 vs. $0.50 consensus and revenue of $108.25M vs. $107.11M; high net margin (41.2%) and solid ROE (13.2%) provide fundamental support. Sixth Street Specialty Lending, Inc. Reports Full Year and Fourth Quarter 2025 Earnings Results; Declares a First Quarter Base Dividend Per Share of $0.46, and a Fourth Quarter Supplemental Dividend Per Share of $0.01
• Positive Sentiment: Management declared a Q1 base dividend of $0.46 and a Q4 supplemental dividend of $0.01 (supplemental ex-dividend/record dates noted), supporting income-focused holders. Dividend / Press Release
• Neutral Sentiment: Company released an earnings slide deck and held a conference call; investors can review the presentation and full transcript for portfolio composition, fee income and credit-quality commentary to assess forward earnings drivers. Q4 Results – Earnings Call Presentation Earnings Call Transcript
• Negative Sentiment: EPS declined year-over-year (from $0.61 in prior-year quarter to $0.52), signaling margin/earnings pressure despite the beat; that deterioration can weigh on valuation for income-oriented BDC investors. Zacks: Q4 Earnings and Revenues Top Estimates
• Negative Sentiment: Broader BDC-sector cooling and investor concerns about credit/fee trends were highlighted by market commentary, which may have amplified downside despite the modest beat. Investing.com: Earnings Under Pressure as BDC Sector Cools
• Negative Sentiment: Technical/flow pressure: heavy intraday volume and shares trading nearer the 52-week low and below the 50/200-day averages increase downside risk and may prompt short-term selling by technical traders. MarketBeat TSLX Quote & Stats

Sixth Street Specialty Lending Price Performance

Sixth Street Specialty Lending stock opened at $19.24 on Friday. The business’s 50 day simple moving average is $21.64 and its 200 day simple moving average is $22.42. Sixth Street Specialty Lending, Inc. has a 12 month low of $18.58 and a 12 month high of $25.17. The company has a market cap of $1.82 billion, a price-to-earnings ratio of 10.63 and a beta of 0.70. The company has a current ratio of 4.73, a quick ratio of 4.73 and a debt-to-equity ratio of 1.13.

Sixth Street Specialty Lending (NYSE:TSLX) last issued its quarterly earnings results on Thursday, February 12th. The financial services provider reported $0.52 EPS for the quarter, beating analysts’ consensus estimates of $0.50 by $0.02. The firm had revenue of $108.25 million for the quarter, compared to analysts’ expectations of $107.11 million. Sixth Street Specialty Lending had a return on equity of 12.70% and a net margin of 37.99%.During the same quarter in the prior year, the firm earned $0.61 EPS. Sell-side analysts forecast that Sixth Street Specialty Lending, Inc. will post 2.19 EPS for the current year.

Sixth Street Specialty Lending Cuts Dividend

The firm also recently announced a quarterly dividend, which will be paid on Tuesday, March 31st. Stockholders of record on Monday, March 16th will be paid a $0.01 dividend. The ex-dividend date is Monday, March 16th. This represents a $0.04 annualized dividend and a dividend yield of 0.2%. Sixth Street Specialty Lending’s dividend payout ratio (DPR) is presently 90.20%.

Analyst Ratings Changes

TSLX has been the topic of several recent analyst reports. Royal Bank Of Canada dropped their target price on shares of Sixth Street Specialty Lending from $25.00 to $24.00 and set an “outperform” rating on the stock in a research report on Wednesday, November 19th. Weiss Ratings reiterated a “buy (b-)” rating on shares of Sixth Street Specialty Lending in a report on Wednesday, December 24th. Wells Fargo & Company reduced their price objective on Sixth Street Specialty Lending from $24.00 to $22.00 and set an “overweight” rating for the company in a research note on Thursday, November 6th. Finally, Keefe, Bruyette & Woods decreased their target price on Sixth Street Specialty Lending from $24.00 to $23.00 and set an “outperform” rating for the company in a research report on Thursday, November 6th. One research analyst has rated the stock with a Strong Buy rating, seven have given a Buy rating and one has assigned a Hold rating to the company. According to MarketBeat.com, the company has a consensus rating of “Buy” and a consensus price target of $23.50.

Sixth Street Specialty Lending Company Profile

Sixth Street Specialty Lending Inc (NYSE: TSLX) is a closed-end, externally managed business development company that provides flexible debt financing solutions to middle-market companies. The fund primarily targets senior secured loans, unitranche facilities, mezzanine debt, second-lien financings and equity co-investment opportunities. By structuring tailored capital solutions, Sixth Street Specialty Lending seeks to support growth initiatives, recapitalizations and refinancings across a diverse set of industries, including technology, healthcare and business services.

As an affiliate of Sixth Street Partners, a global alternative investment firm, the company leverages the broader platform’s credit research, operational expertise and industry relationships.