Oaktree Specialty Lending Corp(OCSL)Stock Analysis
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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.
OCSL Stock Analysis & AI Quality Score
AI stock analysis and institutional research for Oaktree Specialty Lending Corp (OCSL). OCSL 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 (Q2 2026), Oaktree Specialty Lending Corp reports net income of $-18.9M, free cash flow of $130.7M. Top institutional holders of OCSL by reported 13-F value include PRIVATE MANAGEMENT GROUP, MORGAN STANLEY, BRUNI J V & CO /CO, based on the most recent SEC filings. OCSL trades on the Nasdaq exchange and files with the SEC under CIK 1414932. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate OCSL 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 Oaktree Specialty Lending Corp directly from SEC EDGAR.
Net Income
Q2 2026
$-18.9M
Free Cash Flow
Q2 2026
$130.7M
D/E Ratio
Q2 2026
1.07
Revenue & Net Income
Earnings Per Share
Key Financials Over Time
Export Financial Table · Pro+Net Income
-71.1% YoYEPS (Diluted)
-76.1% YoYTotal Assets
-6.7% YoYTotal Debt
-7.1% YoYOp. Cash Flow
-0.2% YoY| Metric | FY 2025 | FY 2023 | FY 2022 | FY 2021 | FY 2020 |
|---|---|---|---|---|---|
| Net Income | $33.9M -71.1% | $117.3M +301.5% | $29.2M -87.7% | $237.3M | — |
| EPS (Diluted) | $0.39 -76.1% | $1.63 +239.6% | $0.48 -89.1% | $4.39 | — |
| Total Assets | $3.00B -6.7% | $3.22B +21.6% | $2.65B | — | — |
| Total Debt | $1.49B -7.1% | $1.60B +23.0% | $1.30B | — | — |
| Operating Cash Flow | $228.4M -0.2% | $228.8M +921.5% | $22.4M +109.7% | $-230.5M | — |
AI Insight: OCSL Ratio Trends
OCSL shows volatile quarterly profitability with negative ROE in both Q1 2025 (-9.8%) and Q1 2026 (-5.5%), while leverage remains elevated above 1.0x.
• ROE swung from 10.4% in Q2 2025 to -5.5% in Q1 2026, showing high quarterly volatility.
• ROA declined from 5.2% in Q2 2025 to -2.6% in Q1 2026, reflecting deteriorating asset productivity.
• Debt-to-equity ratio improved from 1.13 in Q2 2024 to 1.07 in Q1 2026, showing modest deleveraging.
⚠ Consecutive negative ROE quarters in Q1 2025 and Q1 2026 signal recurring profitability challenges.
⚠ D/E ratio increased from 0.98 in Q1 2025 to 1.07 in Q1 2026, reversing prior deleveraging trend.
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Available Research
13F Pro tracks comprehensive data for Oaktree Specialty Lending Corp including:
Top Institutional Holders of OCSL
PRIVATE MANAGEMENT GROUP INC
$42.1M3,721,494 shMORGAN STANLEY
$28.9M2,561,804 shBRUNI J V & CO /CO
$28.2M2,497,874 shARES MANAGEMENT LLC
$23.7M2,099,305 shGenerali Asset Management SPA SGR
$23.6M2,087,981 shOAKTREE CAPITAL MANAGEMENT LP
$20.9M1,852,456 shUBS Group AG
$15.5M1,369,745 shRIVERNORTH CAPITAL MANAGEMENT, LLC
$14.5M1,279,906 shPANORAMIC INVESTMENT ADVISORS, LLC
$14.0M1,241,204 shMelia Wealth LLC
$14.0M1,241,101 sh
| Fund | Value | Shares |
|---|---|---|
| PRIVATE MANAGEMENT GROUP INC | $42.1M | 3,721,494 |
| MORGAN STANLEY | $28.9M | 2,561,804 |
| BRUNI J V & CO /CO | $28.2M | 2,497,874 |
| ARES MANAGEMENT LLC | $23.7M | 2,099,305 |
| Generali Asset Management SPA SGR | $23.6M | 2,087,981 |
| OAKTREE CAPITAL MANAGEMENT LP | $20.9M | 1,852,456 |
| UBS Group AG | $15.5M | 1,369,745 |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | $14.5M | 1,279,906 |
| PANORAMIC INVESTMENT ADVISORS, LLC | $14.0M | 1,241,204 |
| Melia Wealth LLC | $14.0M | 1,241,101 |
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Popular Research
Is OCSL a good stock to buy?
13F Pro's AI-powered analysis of Oaktree Specialty Lending Corp (OCSL) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions (listed on Nasdaq). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for OCSL are available on the OCSL 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 OCSL?
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 OCSL. 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 Oaktree Specialty Lending Corp's investment landscape.