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Oaktree Specialty Lending expands equity distribution

EditorLina Guerrero
Published 08/02/2024, 05:19 PM
OCSL
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Oaktree Specialty Lending (NASDAQ:OCSL) Corporation (NASDAQ:OCSL) announced today an expansion of its equity distribution capabilities. The company has amended its existing equity distribution agreement, increasing the potential offering of common stock by $175 million, bringing the total to a possible $300 million.

The amendment, effective today, modifies the original agreement dated February 7, 2022, and subsequently amended on February 8, 2023, and August 8, 2023. This arrangement involves Oaktree Fund Advisors, LLC, Oaktree Fund Administration, LLC, and several placement agents including Keefe, Bruyette & Woods, Inc., Citizens JMP Securities, LLC, Jefferies LLC, and Raymond James & Associates, Inc.

The sales of these shares are to be conducted from time to time through the aforementioned placement agents as per the terms of the Equity Distribution Agreement. The additional capital raised through this amendment will be under the company's current shelf registration statement, which was previously filed with the Securities and Exchange Commission and supplemented by prospectus supplements dated February 8, 2023, and August 8, 2023, along with the latest supplement from today.

The company, based in Los Angeles, California, has not specified the exact timing or size of any sales, stating that these will occur at market prices prevailing at the time of sale, at prices related to the prevailing market prices, or at negotiated prices.

In other recent news, Oaktree Specialty Lending Corp reported a decrease in its third fiscal quarter's adjusted net investment income (NII) per share, which fell to $0.55, missing the expectations set by JPMorgan and other market analysts. This development led JPMorgan to lower its price target for Oaktree from $18.50 to $18.00, while maintaining an Overweight rating on the stock. The company also experienced a 2.8% sequential decrease in its net asset value (NAV), coinciding with the addition of three new investments to its non-accrual status.

Despite these financial results, Oaktree maintained its quarterly dividend at $0.55 per share. Another significant development was the resignation of Oaktree's Chief Operating Officer, Matthew Stewart, with no immediate successor announced. On a positive note, the company's second fiscal quarter was marked by robust origination activity and improved credit quality, leading to an adjusted net investment income of $0.56 per share and a $0.55 per share dividend. These are some of the recent developments affecting Oaktree Specialty Lending Corp.

InvestingPro Insights

Oaktree Specialty Lending Corporation (NASDAQ:OCSL) has recently amended its equity distribution agreement to enhance its capital-raising capabilities. To provide investors with a deeper understanding of OCSL's financial health and performance, InvestingPro data reveals a market capitalization of 1.34 billion USD, a P/E ratio of 19.53, and impressive revenue growth of 28.2% over the last twelve months as of Q2 2024. However, it's notable that the company experienced a slight quarterly revenue decline of -2.36% in Q2 2024.

InvestingPro Tips highlight that Oaktree Specialty Lending is trading near its 52-week low, which could be an enticing entry point for value investors. Additionally, the company has a solid track record of rewarding shareholders, maintaining dividend payments for 17 consecutive years, with a current dividend yield of 16.3% as of the latest data. These dividends are significant when considering the company's plans to raise additional capital through equity distribution. For investors seeking further insights, there are additional tips available on InvestingPro, including the latest analyst revisions and liquidity assessments.

For those considering an investment in OCSL, these metrics and tips could be crucial in making an informed decision, especially in light of the company's recent strategic financial maneuvers. To explore more detailed analyses and tips, interested parties can visit InvestingPro for a comprehensive list of additional insights.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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