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Oaktree Specialty Lending
Oaktree Specialty Lending (OCSL) investor relations material
Oaktree Specialty Lending Investor presentation summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Investor presentation summary4 Jun, 2026
Firm overview and platform
Oaktree manages $224 billion in assets, focusing on credit strategies and value-oriented investments across asset classes.
The firm operates globally with over 1,500 employees in 26 cities and 18 countries.
Oaktree accelerated its acquisition by Brookfield Asset Management, set to close in 2Q2026, creating a major alternative investment platform.
Investment strategy and portfolio composition
Seeks current income and capital appreciation through flexible, innovative financing, emphasizing first lien, senior secured loans.
Portfolio totals $2.8 billion at fair value, with 85% in senior secured loans and 91% floating rate exposure.
Diverse portfolio across 163 companies, with a weighted average yield on debt investments of 9.3%.
Median portfolio company EBITDA is $182 million, and the portfolio is diversified by industry.
Financial and operating highlights
GAAP net investment income was $0.39 per share, with adjusted net investment income at $0.38 per share for the quarter ended March 31, 2026.
NAV per share declined to $15.69 from $16.30 in the prior quarter.
Declared cash distributions of $0.34 per share, payable June 30, 2026.
$204 million in new investment commitments and $334 million in exits during the quarter.
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Latest events from Oaktree Specialty Lending
- Net investment income and NAV fell, but portfolio quality and liquidity improved.OCSL
Q2 20265 May 2026 - Net investment income was stable as NAV fell to $16.30 and a $0.40 dividend was declared.OCSLQ1 202613 Apr 2026
- $2.9B portfolio, 86% senior secured, strong liquidity, and stable income with robust new investments.OCSLInvestor presentation10 Mar 2026
- Directors and auditor ratified with no stockholder questions; all proposals approved.OCSLAGM 20263 Mar 2026
- Shareholders to vote on authorizing stock issuance below NAV, up to 25% of shares.OCSLProxy Filing2 Feb 2026
- Adjusted NII per share $0.55, NAV $18.19, fee cut, and $0.55/share dividend declared.OCSLQ3 20242 Feb 2026
- Election of two directors and auditor ratification are up for vote at the 2026 annual meeting.OCSLProxy Filing16 Jan 2026
- Shareholders will vote on director elections and auditor ratification, with strong governance oversight.OCSLProxy Filing16 Jan 2026
- Q4 NII steady at $0.55/share; NAV down to $18.09; strong liquidity; higher non-accruals.OCSLQ4 202413 Jan 2026
Next Oaktree Specialty Lending earnings date
Q3 20264 Aug, 2026
Oaktree Specialty Lending
Next Oaktree Specialty Lending earnings date
Q3 20264 Aug, 2026
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