Education
About Us
Working with TipRanks
Follow Us
Oaktree Specialty Lending (OCSL)
NASDAQ:OCSL
Earnings Data
Report Date
Feb 10, 2026Before Open (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
0.38Last Year’s EPS
0.54Same Quarter Last Year
Based on 3 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Neutral
The earnings call reflected a mix of positive and negative aspects. Notable improvements were seen in net investment income and nonaccrual reductions, alongside a significant investment in Walgreens. However, challenges remain with declines in NAV per share and persistent nonaccrual issues in certain sectors.Company Guidance
Improved Net Investment Income
The company achieved adjusted net investment income of $0.40 per share in the fourth quarter, up from $0.37 in the prior quarter, reflecting normalized prepayment fees, higher dividend income, and lower interest expenses.
Reduction in Nonaccruals
Nonaccruals were reduced to 2.8% of the portfolio measured at fair value, down 20 basis points from the third quarter and 100 basis points from last year.
Significant Investment in Walgreens Boots Alliance
Oaktree funds acted as joint lead arranger for the $2.5 billion first in, last out, first lien term loan to support the US retail business of Walgreens Boots Alliance, priced at SOFR Plus 700 with 2.5 points of OID.
Strong Portfolio Composition
83% of the portfolio was comprised of first lien senior secured debt with a weighted average yield on debt investments of 9.8%.
Increased New Funded Investment Commitments
New funded investment commitments, including drawdowns from existing commitments, amounted to $120 million, up 54% from the prior quarter.
OCSL Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
OCSL Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Nov 18, 2025 | $13.33 | $13.33 | 0.00% |
Aug 05, 2025 | $13.12 | $12.89 | -1.75% |
May 01, 2025 | $13.57 | $12.51 | -7.81% |
Feb 04, 2025 | $14.58 | $14.18 | -2.74% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Oaktree Specialty Lending (OCSL) report earnings?
Oaktree Specialty Lending (OCSL) is schdueled to report earning on Feb 10, 2026, Before Open (Confirmed).
What is Oaktree Specialty Lending (OCSL) earnings time?
Oaktree Specialty Lending (OCSL) earnings time is at Feb 10, 2026, Before Open (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is OCSL EPS forecast?
OCSL EPS forecast for the fiscal quarter 2026 (Q1) is 0.38.