TSLXSixth Street Specialty Lending, Inc.(TSLX)Stock Analysis

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13F Pro Quality Score

Not in ranked universe

Pending next ranking run

This company passes all size and coverage filters but hasn't been included in the latest quarterly ranking run. Rankings refresh on Jan 1, Apr 1, Jul 1, Oct 1.

Financial data, filings, and institutional holdings below are still tracked in full — only the proprietary quality composite is unavailable for this name.

TSLX Stock Analysis & AI Quality Score

AI stock analysis and institutional research for Sixth Street Specialty Lending, Inc. (TSLX). TSLX is not currently included in 13F Pro's AI-ranked quality universe — this company passes all size and coverage filters but hasn't been included in the latest quarterly ranking run. rankings refresh on jan 1, apr 1, jul 1, oct 1. Based on the latest XBRL financial filings (Q1 2026), Sixth Street Specialty Lending, Inc. reports net income of $-26.0M, free cash flow of $-23.4M. Top institutional holders of TSLX by reported 13-F value include STRS OHIO, Sixth Street Partners Management Company, L.P., Sound Income Strategies,, based on the most recent SEC filings. TSLX trades on the NYSE exchange and files with the SEC under CIK 1508655. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate TSLX daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for Sixth Street Specialty Lending, Inc. directly from SEC EDGAR.

Net Income

Q1 2026

$-26.0M

Free Cash Flow

Q1 2026

$-23.4M

D/E Ratio

Q1 2026

1.17

Revenue & Net Income

Earnings Per Share

Key Financials Over Time

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Net Income

-8.6% YoY
$170.5MFY 2025
FY22 FY23 $222.0MFY24 $186.6MFY25 $170.5M

EPS (Diluted)

-10.8% YoY
$1.81FY 2025
FY22 $1.38FY23 $2.61FY24 $2.03FY25 $1.81

Total Assets

-4.5% YoY
$3.42BFY 2025
FY22 $2.84BFY23 $3.34BFY24 $3.58BFY25 $3.42B

Total Debt

-8.3% YoY
$1.74BFY 2025
FY22 $1.44BFY23 $1.78BFY24 $1.90BFY25 $1.74B

Op. Cash Flow

+982.8% YoY
$401.6MFY 2025
FY22 $-224.5MFY23 $-236.8MFY24 $-45.5MFY25 $401.6M

AI Insight: TSLX Financial Trends

TSLX swung to a $26M net loss in Q1 2026 after seven consecutive quarters of profitability, while equity declined $65M from peak levels.

Net income turned negative to -$26M in Q1 2026 after averaging $43M in the prior four profitable quarters.

Operating cash flow volatility persists with negative $23M in Q1 2026 following $74M positive in Q4 2025.

Total debt increased to $1,803M in Q1 2026 from $1,743M in Q4 2025.

Equity dropped to $1,543M in Q1 2026, down $65M from $1,608M peak in Q4 2025.

Operating cash flow has been negative in three of the last eight quarters with high volatility.

AI Insight: TSLX Ratio Trends

TSLX ROE turned sharply negative to -6.8% in Q1 2026, marking a dramatic reversal from positive returns throughout 2025.

ROE collapsed from 7.4% in Q4 2025 to -6.8% in Q1 2026, the first negative quarter in the dataset.

ROA similarly declined from 3.5% in Q4 2025 to -3.1% in Q1 2026, indicating asset-level profitability deterioration.

ROIC showed weakness earlier, declining from 6.8% in Q2 2024 to 6.7% in Q4 2024.

Debt-to-equity ratio increased to 1.17 in Q1 2026 from 1.08 in Q4 2025, rising alongside deteriorating returns.

TTM ROE remains positive at 7.0% despite Q1 2026 losses, suggesting recent quarterly weakness may be temporary.

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Available Research

13F Pro tracks comprehensive data for Sixth Street Specialty Lending, Inc. including:

SEC EDGAR filings (10-K, 10-Q, 8-K)
XBRL financial facts (revenue, EPS, margins)
Insider transactions (Form 4)
Institutional 13F holdings
Quality rankings (32 signals)
AI analyst debates & daily meetings
Historical financial trends
Peer comparison & sector analysis

Top Institutional Holders of TSLX

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Is TSLX a good stock to buy?

13F Pro's AI-powered analysis of Sixth Street Specialty Lending, Inc. (TSLX) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions (listed on NYSE). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for TSLX are available on the TSLX stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing.

Which hedge funds own TSLX?

Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling TSLX. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of Sixth Street Specialty Lending, Inc.'s investment landscape.