Oaktree Specialty Ownership
| OCSL Stock | USD 15.71 0.08 0.51% |
Shares in Circulation | First Issued 2009-03-31 | Previous Quarter 80 M | Current Value 82 M | Avarage Shares Outstanding 46 M | Quarterly Volatility 18.8 M |
Please note, institutional investors have a lot of resources and new technology at their disposal. They can put in a lot of research and financial analysis when reviewing investment options. There are many different types of institutional investors, including banks, hedge funds, insurance companies, and pension plans. One of the main advantages they have over retail investors is the fees paid for trades. As they are buying in large quantities, they can manage their cost more effectively.
Oaktree |
Oaktree Stock Ownership Analysis
About 48.0% of the company shares are owned by institutional investors. The company has price-to-book ratio of 0.89. Typically companies with comparable Price to Book (P/B) are able to outperform the market in the long run. Oaktree Specialty Lending has Price/Earnings To Growth (PEG) ratio of 0.93. The entity last dividend was issued on the 17th of March 2025. The firm had 1:3 split on the 23rd of January 2023. Oaktree Specialty Lending Corporation is a business development company specializing in investments in middle market, bridge financing, first and second lien debt financing, unsecured and mezzanine loan, mezzanine debt, senior and junior secured debt, expansions, sponsor-led acquisitions, preferred equity and management buyouts in small and mid-sized companies. The fund seeks to be a lead investor in its portfolio companies. Oaktree Specialty operates under Credit Services classification in the United States and is traded on NASDAQ Exchange. To find out more about Oaktree Specialty Lending contact Armen JD at 213 830 6300 or learn more at https://www.oaktreespecialtylending.com.Besides selling stocks to institutional investors, Oaktree Specialty also allocates a substantial amount of its earnings to a pull of share-based compensation to be paid out to its employees, managers, executives, and members of the board of directors. Share-Based compensation (also sometimes called Stock-Based Compensation) is a way of paying different Oaktree Specialty's stakeholders with equity in the business. It is typically used as a motivation factor for employees to contribute beyond their regular compensation (salary and bonus). It is also used as a tool to align Oaktree Specialty's strategic interests with those of the company's shareholders. Shares issued to employees are usually subject to a vesting period before they are earned and sold.
Oaktree Specialty Quarterly Liabilities And Stockholders Equity |
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Oaktree Specialty Insider Trades History
Roughly 3.0% of Oaktree Specialty Lending are currently held by insiders. Unlike Oaktree Specialty's institutional investors, corporate insiders most likely have a limit on the maximum percentage of share ownership. This is done to align insiders' influence against Oaktree Specialty's private investors even though both sides will benefit from rising prices or experience loss when the share price declines. The good rule to have in mind is that the maximum share ownership percentage of the corporate insiders should not surpass 25%. View all of Oaktree Specialty's insider trades
Oaktree Stock Institutional Investors
Have you ever been surprised when a price of an equity instrument such as Oaktree Specialty is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading Oaktree Specialty Lending backward and forwards among themselves. Oaktree Specialty's institutional investor refers to the entity that pools money to purchase Oaktree Specialty's securities or originate loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
| Shares | Legal & General Group Plc | 2024-12-31 | 544.5 K | Generali Asset Management Spa Sgr | 2024-12-31 | 538.3 K | Advisor Group Holdings, Inc. | 2024-12-31 | 499.5 K | Pinnacle Associates Inc | 2024-12-31 | 403.4 K | Millennium Management Llc | 2024-12-31 | 384.9 K | Ubs Group Ag | 2024-12-31 | 377.7 K | Two Sigma Advisers, Llc | 2024-12-31 | 369.9 K | Blackrock Inc | 2024-12-31 | 367.9 K | Wells Fargo & Co | 2024-12-31 | 350.2 K | Morgan Stanley - Brokerage Accounts | 2024-12-31 | 2.2 M | Private Management Group Inc | 2024-12-31 | 2.1 M |
Oaktree Specialty Lending Insider Trading Activities
Some recent studies suggest that insider trading raises the cost of capital for securities issuers and decreases overall economic growth. Trading by specific Oaktree Specialty insiders, such as employees or executives, is commonly permitted as long as it does not rely on Oaktree Specialty's material information that is not in the public domain. Local jurisdictions usually require such trading to be reported in order to monitor insider transactions. In many U.S. states, trading conducted by corporate officers, key employees, directors, or significant shareholders must be reported to the regulator or publicly disclosed, usually within a few business days of the trade. In these cases Oaktree Specialty insiders are required to file a Form 4 with the U.S. Securities and Exchange Commission (SEC) when buying or selling shares of their own companies.
Oaktree Specialty Outstanding Bonds
Oaktree Specialty issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. Oaktree Specialty Lending uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most Oaktree bonds can be classified according to their maturity, which is the date when Oaktree Specialty Lending has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.
| Dana 575 percent Corp BondUS235822AB96 | View | |
| Morgan Stanley 3971 Corp BondUS61744YAL20 | View | |
| Valero Energy Partners Corp BondUS91914JAA07 | View | |
| OCSL 27 15 JAN 27 Corp BondUS67401PAC23 | View | |
| AerCap Global Aviation Corp BondUS00773HAA59 | View |
Oaktree Specialty Corporate Filings
8K | 5th of March 2025 Report filed with the SEC to announce major events that shareholders should know about | ViewVerify |
F4 | 26th of February 2025 The report filed by a party regarding the acquisition or disposition of a company's common stock, as well as derivative securities such as options, warrants, and convertible securities | ViewVerify |
| 24th of February 2025 Prospectus used primarily for registering securities for public sale. | ViewVerify | |
| 10th of February 2025 Other Reports | ViewVerify |
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Is Asset Management & Custody Banks space expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Oaktree Specialty. If investors know Oaktree will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Oaktree Specialty listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth (0.35) | Dividend Share 2.2 | Earnings Share 0.67 | Revenue Per Share | Quarterly Revenue Growth (0.12) |
The market value of Oaktree Specialty Lending is measured differently than its book value, which is the value of Oaktree that is recorded on the company's balance sheet. Investors also form their own opinion of Oaktree Specialty's value that differs from its market value or its book value, called intrinsic value, which is Oaktree Specialty's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Oaktree Specialty's market value can be influenced by many factors that don't directly affect Oaktree Specialty's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Oaktree Specialty's value and its price as these two are different measures arrived at by different means. Investors typically determine if Oaktree Specialty is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Oaktree Specialty's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.