Wells Fargo & Company Lowers Oaktree Specialty Lending (NASDAQ:OCSL) Price Target to $12.00

Oaktree Specialty Lending (NASDAQ:OCSL) had its price target reduced by stock analysts at Wells Fargo & Company from $13.00 to $12.00 in a report issued on Thursday, MarketBeat reports. The firm presently has an “equal weight” rating on the credit services provider’s stock. Wells Fargo & Company‘s target price would suggest a potential downside of 1.28% from the company’s current price.

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

Oaktree Specialty Lending Stock Down 3.1%

NASDAQ:OCSL traded down $0.39 during mid-day trading on Thursday, hitting $12.16. The company had a trading volume of 794,453 shares, compared to its average volume of 703,345. The business has a fifty day simple moving average of $12.96 and a 200-day simple moving average of $13.35. The firm has a market capitalization of $1.07 billion, a price-to-earnings ratio of 31.17 and a beta of 0.52. Oaktree Specialty Lending has a 1 year low of $11.94 and a 1 year high of $16.29. The company has a current ratio of 0.20, a quick ratio of 0.20 and a debt-to-equity ratio of 0.64.

Oaktree Specialty Lending (NASDAQ:OCSL) last announced its earnings results on Wednesday, February 4th. The credit services provider reported $0.41 EPS for the quarter, beating the consensus estimate of $0.38 by $0.03. The business had revenue of $74.48 million for the quarter, compared to the consensus estimate of $75.72 million. Oaktree Specialty Lending had a return on equity of 10.31% and a net margin of 10.71%.During the same period last year, the business posted $0.54 EPS. Equities analysts forecast that Oaktree Specialty Lending will post 2.06 earnings per share for the current fiscal year.

Hedge Funds Weigh In On Oaktree Specialty Lending

Several institutional investors have recently made changes to their positions in OCSL. Stonegate Investment Group LLC lifted its position in shares of Oaktree Specialty Lending by 5.6% during the 3rd quarter. Stonegate Investment Group LLC now owns 15,171 shares of the credit services provider’s stock valued at $198,000 after acquiring an additional 800 shares during the last quarter. MRP Capital Investments LLC raised its position in shares of Oaktree Specialty Lending by 8.3% during the second quarter. MRP Capital Investments LLC now owns 11,578 shares of the credit services provider’s stock worth $158,000 after purchasing an additional 891 shares during the period. Creative Planning raised its position in shares of Oaktree Specialty Lending by 1.9% during the second quarter. Creative Planning now owns 53,128 shares of the credit services provider’s stock worth $726,000 after purchasing an additional 996 shares during the period. Close Asset Management Ltd lifted its holdings in shares of Oaktree Specialty Lending by 19.4% during the third quarter. Close Asset Management Ltd now owns 7,400 shares of the credit services provider’s stock valued at $97,000 after purchasing an additional 1,200 shares during the last quarter. Finally, SG Americas Securities LLC boosted its position in shares of Oaktree Specialty Lending by 11.9% in the 3rd quarter. SG Americas Securities LLC now owns 11,940 shares of the credit services provider’s stock valued at $156,000 after purchasing an additional 1,265 shares during the period. 36.79% of the stock is owned by institutional investors.

Key Oaktree Specialty Lending News

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

• Positive Sentiment: Declared a quarterly dividend of $0.40 per share (annualized yield ~12.8%), payable March 31 with record/ex‑dividend dates in mid‑March — supports income investors and the stock’s yield narrative.
• Positive Sentiment: Management reported $314M of new investment deployment and described results as broadly stable, signaling continued portfolio activity and capital deployment. Oaktree signals stable earnings and $314M new investment deployment while navigating AI, credit market shifts
• Neutral Sentiment: Q1 results: EPS $0.41 beat consensus ~$0.38, but investment income/revenue was slightly below expectations and EPS is down year‑over‑year — a mixed read that explains investor caution. Oaktree Specialty Lending Corporation Announces First Fiscal Quarter 2026 Financial Results
• Neutral Sentiment: Analysts remain mixed — a published target sits around $14.25, suggesting limited upside from current levels absent stronger fundamentals or re‑rating. Analysts Set Oaktree Specialty Lending Corp. (NASDAQ:OCSL) Target Price at $14.25
• Neutral Sentiment: Management hosted an earnings call and published slide materials and a transcript — useful for detail on credit quality, portfolio mix and compensation of NAV drivers. Oaktree Specialty Lending Corporation (OCSL) Q1 2026 Earnings Call Transcript
• Negative Sentiment: Analysis and market commentary highlight the portfolio’s exposure to software and AI‑impacted credits; concentration or mark‑to‑market sensitivity in that sector is weighing on sentiment. OCSL Q4 deep dive: Software exposure and portfolio activity shape market sentiment
• Negative Sentiment: Some headlines framed the quarter as a miss or shortfall (revenue/other metrics), generating short‑term selling pressure despite the EPS beat — contributing to the intraday decline. Oaktree Specialty Lending misses Q1 earnings expectations

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.