En esta página
01OCSL precio
02Instantánea
03Gráfico
04Divisiones de acciones
06Rendimiento
07Valoración y ratios
13Dividendos
14Ganancias
15Fundamentales Completos
16Estados Financieros
17Propietarios institucionales (13F)
18Activistas y propietarios del %+ 5
19Informantes de la empresa
20Propiedad de ETFs
21Consenso
22Pares
26Mis Métricas
OCSL Oaktree Specialty Lending Corporation - Closed End Fund
NASDAQ · Financial Services · Ver en SEC EDGAR ↗ cerrar Oct 2, 2026 10-K/10-Q Ago 5, 2026
$11,91
· % del rango de 52 semanas
· por encima del mínimo
· a alto
$10,63mínimo 52 semanas
$14,31máximo 52 semanas
Capitalización Bursátil (MRQ)
$1.05B
P/E
30.5
BPA
$0.39
tus insignias
Rango 52S
$11–$14
Calificación del Analista
HOLD
Precio Objetivo
$12
P/E
30.5
ROE
2.3%
Margen de Beneficio Neto
·
Tu barra de insignias está vacía — fija una métrica en cualquier lugar de esta página.
OCSL Instantánea de la Acción Precio, capitalización bursátil, P/E, BPA, ROE, deuda/capital, rango de 52 semanas
Precio
$11.90
Capitalización Bursátil (MRQ)
$1.05B
P/E
30.5
BPA
$0.39
Rendimiento div.
14.1%
ROE
2.3%
Rango 52S
$11–$14
OCSL Gráfico del Precio de la Acción OHLCV diario con indicadores técnicos — desplace, amplíe y personalice su vista
rango
barras
La granularidad de las barras se adapta al período seleccionado; pase el ratón sobre el gráfico para ver la apertura/máximo/mínimo/cierre de una barra.
Divisiones de acciones
| Fecha ex-dividendo | División | Tipo |
|---|---|---|
| 23 de enero de 2023 | 1-for-3 | Inversa |
Rendimiento a 10 años Tendencias de ingresos, beneficio neto, márgenes y BPA
BPA$0.392021-09-30 → 2025-09-30
Valoración y ratios
Valoración Ratios P/E, P/S, P/B, EV/EBITDA: ¿está la acción cara o barata?
| Métrica | Tendencia a 5 años | OCSL | promedio 5A | Mediana de Pares | Veredicto |
|---|---|---|---|---|---|
| P/E | 30.5promedio 5A ≈26.5 | ≈26.5 | 21.4 | Sobrevalorado | |
| P/C (MRQ) | 0.8promedio 5A ≈0.9 | ≈0.9 | 0.8 | Infravalorado | |
| Price / Cash Flow (Precio / Flujo de Caja) | 4.6promedio 5A ≈27.4 | ≈27.4 | 6.0 | Infravalorado | |
| Price / Tangible Book (Precio / Valor Contable Tangible) | 0.7promedio 5A ≈0.9 | ≈0.9 | · | · |
La mediana de empresas comparables se calcula sobre una base estandarizada por métrica y puede no coincidir siempre con la base TTM/MRQ que se muestra para esta acción.
Rentabilidad Márgenes brutos, operativos y netos; ROE, ROA, ROIC
| Métrica | Tendencia a 5 años | OCSL | promedio 5A | Mediana de Pares | Veredicto |
|---|---|---|---|---|---|
| ROA | 1.1%promedio 5A ≈2.3% | ≈2.3% | 3.2% | Débil | |
| ROE | 2.3%promedio 5A ≈4.7% | ≈4.7% | 7.5% | Débil |
Salud financiera Deuda, liquidez, solvencia — solidez del balance general
Aún no hay datos para este grupo de ratios
Aún no hay datos fundamentales para este ticker.
Crecimiento Crecimiento de ingresos, BPA y beneficio neto: interanual, CAGR a 3 años, CAGR a 5 años
| Métrica | Tendencia a 5 años | OCSL | promedio 5A | Mediana de Pares | Veredicto |
|---|---|---|---|---|---|
| EPS YoY (EPS interanual) | -45.8%promedio 5A ≈12.2% | ≈12.2% | · | · | |
| Net Income YoY (Beneficio Neto interanual) | -41.4%promedio 5A ≈30.4% | ≈30.4% | · | · | |
| EPS CAGR 3Y (CAGR BPA 3A) | -6.7% | · | · | · | |
| Net Income CAGR 3Y (CAGR Beneficio Neto 3A) | 5.1% | · | · | · |
Eficiencia de capital Rotación de activos, rotación de inventario, rotación de cuentas por cobrar
Aún no hay datos para este grupo de ratios
Aún no hay datos fundamentales para este ticker.
valor · ≈ promedio 5A · mediana sectorial · veredicto relativo a la mediana
Dividendos Rendimiento, ratio de pago, historial de dividendos, CAGR a 5 años
Rendimiento por Dividendo14.1%
Ratio de Pago436.9%
Pago anualizado≈$1.32
CAGR de Dividendos a 5 años≈6.4%
| Fecha ex-dividendo | Monto | Moneda | Rendimiento |
|---|---|---|---|
| Sep 15, 2026 | $0,33 | USD | ≈11.9% |
| Jun 15, 2026 | $0,34 | USD | ≈13.1% |
| Mar 16, 2026 | $0,40 | USD | ≈15.0% |
| Dic 15, 2025 | $0,40 | USD | ≈13.1% |
| Sep 15, 2025 | $0,40 | USD | ≈13.9% |
| Jun 16, 2025 | $0,42 | USD | ≈14.5% |
| Mar 17, 2025 | $0,47 | USD | ≈13.7% |
| Dic 16, 2024 | $0,55 | USD | ≈14.3% |
| Sep 16, 2024 | $0,55 | USD | ≈14.1% |
| Jun 14, 2024 | $0,55 | USD | ≈12.0% |
| Mar 14, 2024 | $0,55 | USD | ≈11.9% |
| Dic 14, 2023 | $0,62 | USD | ≈11.3% |
| Sep 14, 2023 | $0,55 | USD | ≈13.1% |
| Jun 14, 2023 | $0,55 | USD | ≈13.3% |
| Mar 14, 2023 | $0,55 | USD | ≈13.8% |
| Dic 14, 2022 | $0,96 | USD | ≈12.0% |
| Sep 14, 2022 | $0,51 | USD | ≈9.9% |
| Jun 14, 2022 | $0,50 | USD | ≈9.8% |
| Mar 14, 2022 | $0,48 | USD | ≈8.2% |
| Dic 14, 2021 | $0,47 | USD | ≈7.5% |
Historial de Ganancias EPS real vs estimado, sorpresa %, tasa de aciertos, próxima fecha de resultados
Sorpresa Media
-2.1%
| Período | Informe | EPS Actual | EPS est. | Sorpresa |
|---|---|---|---|---|
| 30 de septiembre de 2026 | Ago 3, 2026 | $0.37 | $0.36 | 1.7% |
| 30 de junio de 2026 | $0.37 | $0.36 | 1.7% | |
| 31 de marzo de 2026 | $0.38 | $0.37 | 2.3% | |
| 31 de diciembre de 2025 | $0.41 | $0.39 | 5.9% | |
| 30 de septiembre de 2025 | $0.40 | $0.39 | 1.9% | |
| 30 de junio de 2025 | $0.37 | $0.46 | -18.8% | |
| 31 de marzo de 2025 | $0.45 | $0.50 | -9.1% |
Fundamentales Completos Todas las métricas por año — estado de resultados, balance general, flujo de caja
Estado de resultados
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|---|
| SG&A Expense | $4M | $3M | $4M | $3M | $3M | |
| Interest Expense | $116M | $129M | $112M | $47M | $31M | |
| Income Tax | $100.0K | · | · | $1M | $700.0K | |
| Net Income | $34M | $58M | $117M | $29M | $237M | |
| EPS (Basic) | $0.39 | $0.72 | $1.63 | $0.48 | $4.39 | |
| EPS (Diluted) | $0.39 | $0.72 | $1.63 | $0.48 | $4.39 | |
| Shares (Basic) | 86,079,000 | 80,418,000 | 72,119,000 | 60,727,000 | 54,039,000 | |
| Shares (Diluted) | 86,079,000 | 80,418,000 | 72,119,000 | 60,727,000 | 54,039,000 |
Balance general
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|---|
| Cash & Equivalents | $80M | $64M | $136M | $24M | $29M | |
| Total Assets | $3.00B | $3.20B | $3.22B | $2.65B | · | |
| Deferred Tax | $269.0K | $0 | $5.0K | $0 | · | |
| Total Liabilities | $1.54B | $1.71B | $1.70B | $1.40B | · | |
| Long-term Debt | $1.49B | $1.64B | $1.60B | $1.30B | · | |
| Common Stock | $881.0K | $822.0K | $772.0K | $611.0K | · | |
| Paid-in Capital | $2.35B | $2.26B | $2.17B | $1.83B | · | |
| Retained Earnings | $-885M | $-777M | $-651M | $-583M | · | |
| Stockholders' Equity | $1.47B | $1.49B | $1.52B | $1.25B | $1.31B | |
| Liabilities + Equity | $3.00B | $3.20B | $3.22B | $2.65B | · | |
| Shares Outstanding | 88,086,000 | 82,245,000 | 77,225,000 | 61,125,000 | 60,120,000 |
Flujo de Efectivo
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|---|
| Deferred Tax | $269.0K | $-5.0K | $2M | $-973.0K | $133.0K | |
| Operating Cash Flow | $228M | $19M | $229M | $22M | $-231M | |
| Stock Issued | $3M | $93M | $1M | $21M | $0 | |
| Stock Repurchased | $11M | $2M | $2M | $2M | $2M | |
| Net Stock Activity | $-8M | $91M | $-1M | · | · | |
| Dividends Paid | $148M | $177M | $180M | $115M | $80M | |
| Financing Cash Flow | $-229M | $-87M | $-110M | $-27M | $224M | |
| Net Change in Cash | $1M | $-67M | $119M | $-5M | $-7M |
Rentabilidad
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|---|
| ROA | 1.1% | 1.8% | 3.9% | · | · | |
| ROE | 2.3% | 3.9% | 7.8% | · | · |
Por Acción
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|---|
| Book Value / Share | $16.64 | $18.09 | $19.63 | · | · | |
| Cash Flow / Share | $2.65 | $0.24 | $3.17 | · | · | |
| Cash / Share | $0.90 | $0.78 | $1.77 | · | · | |
| EPS (TTM) | $0.39 | $0.72 | $1.63 | $0.48 | $4.39 |
Tasas de Crecimiento
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|---|
| EPS YoY | -45.8% | -55.8% | 239.6% | -89.1% | · | |
| EPS CAGR 3Y | -6.7% | -45.3% | · | · | · | |
| Net Income YoY | -41.4% | -50.6% | 301.5% | -87.7% | · | |
| Net Income CAGR 3Y | 5.1% | -37.5% | · | · | · |
Valoración (TTM)
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|---|
| Net Income TTM | $34M | $58M | $117M | $29M | $237M | |
| Market Cap | $1.15B | $1.34B | $1.55B | · | · | |
| P/E | 33.5 | 22.7 | 12.3 | 37.5 | 4.8 | |
| P/B | 0.8 | 0.9 | 1.0 | · | · | |
| P / Tangible Book | 0.8 | 0.9 | 1.0 | · | · | |
| P / Cash Flow | 5.0 | 70.3 | 6.8 | · | · | |
| Dividend Yield | 12.9% | 13.2% | 11.6% | · | · | |
| Earnings Yield | 3.0% | 4.4% | 8.1% | 2.7% | 20.7% | |
| Payout Ratio | 436.9% | 305.4% | 153.4% | · | · | |
| Annual Payout | $148M | $177M | $180M | $115M | $80M |
Estado de resultados
| Métrica | Tendencia | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| SG&A Expense | $641.0K | $1M | $841.0K | $699.0K | $997.0K | $937.0K | $926.0K | $704.0K | $824.0K | $526.0K | $591.0K | $752.0K | $1M | $746.0K | $811.0K | |
| Interest Expense | $24M | $26M | $27M | $26M | $31M | $28M | $31M | $32M | $33M | $32M | $32M | $31M | $28M | $21M | $12M | |
| Income Tax | $300.0K | · | · | $0 | · | · | · | · | $1M | · | · | $-1M | · | · | · | |
| Net Income | $31M | $-19M | $6M | $25M | $38M | $-36M | $7M | $37M | $1M | $9M | $11M | $37M | $22M | $13M | $-38M | |
| EPS (Basic) | $0.35 | $-0.21 | $0.06 | $0.28 | $0.44 | $-0.42 | $0.09 | $0.45 | $0.01 | $0.12 | $0.14 | $0.48 | $0.29 | $0.22 | $-0.62 | |
| EPS (Diluted) | $0.35 | $-0.21 | $0.06 | $0.28 | $0.44 | $-0.42 | $0.09 | $0.45 | $0.01 | $0.12 | $0.14 | $0.48 | $0.29 | $0.22 | $-0.62 | |
| Shares (Basic) | 88,086,000 | 88,086,000 | 88,086,000 | · | 88,086,000 | 85,916,000 | 82,245,000 | · | 81,830,000 | 79,763,000 | 77,840,000 | 77,080,000 | 73,203,000 | 61,142,000 | 61,123,000 | |
| Shares (Diluted) | 88,086,000 | 88,086,000 | 88,086,000 | · | 88,086,000 | 85,916,000 | 82,245,000 | · | 81,830,000 | 79,763,000 | 77,840,000 | 77,080,000 | 73,203,000 | 61,142,000 | 61,123,000 |
Balance general
| Métrica | Tendencia | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $40M | $51M | $81M | $80M | $80M | $98M | $113M | $64M | $96M | $125M | $112M | $60M | $44M | · | · | |
| Total Assets | $2.86B | $2.89B | $3.10B | $3.00B | $2.96B | $3.08B | $3.08B | $3.20B | $3.32B | $3.30B | $3.27B | $3.34B | $3.32B | · | · | |
| Deferred Tax | $64.0K | $292.0K | $288.0K | $269.0K | $269.0K | · | $14.0K | $0 | $0 | $0 | $0 | · | · | · | · | |
| Total Liabilities | $1.48B | $1.51B | $1.66B | $1.54B | $1.49B | $1.60B | $1.63B | $1.71B | $1.83B | $1.77B | $1.75B | $1.83B | $1.80B | · | · | |
| Long-term Debt | $1.44B | $1.48B | $1.61B | $1.49B | $1.45B | $1.45B | $1.58B | $1.64B | $1.70B | $1.64B | $1.62B | $1.74B | $1.72B | · | · | |
| Common Stock | $881.0K | $881.0K | $881.0K | $881.0K | $881.0K | $881.0K | $822.0K | $822.0K | $822.0K | $814.0K | $790.0K | $771.0K | $771.0K | · | · | |
| Paid-in Capital | $2.35B | $2.35B | $2.35B | $2.35B | $2.37B | $2.37B | $2.26B | $2.26B | $2.26B | $2.25B | $2.20B | $2.16B | $2.16B | · | · | |
| Retained Earnings | $-968M | $-969M | $-915M | $-885M | $-892M | $-893M | $-815M | $-777M | $-769M | $-725M | $-690M | $-655M | $-649M | · | · | |
| Stockholders' Equity | $1.38B | $1.38B | $1.44B | $1.47B | $1.48B | $1.48B | $1.45B | $1.49B | $1.50B | $1.52B | $1.51B | $1.51B | $1.52B | · | · | |
| Liabilities + Equity | $2.86B | $2.89B | $3.10B | $3.00B | $2.96B | $3.08B | $3.08B | $3.20B | $3.32B | $3.30B | $3.27B | $3.34B | $3.32B | · | · | |
| Shares Outstanding | 88,086,000 | 88,086,000 | 88,086,000 | 88,086,000 | 88,086,000 | 88,086,000 | 82,245,000 | 82,245,000 | 82,245,000 | 81,396,000 | 78,965,000 | 77,080,000 | 77,080,000 | · | · |
Flujo de Efectivo
| Métrica | Tendencia | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Deferred Tax | $-228.0K | $4.0K | $19.0K | $0 | $269.0K | $-14.0K | $14.0K | $0 | $-900.0K | $0 | $-5.0K | $-900.0K | $-70.0K | $-35.0K | $-30.0K | |
| Operating Cash Flow | $58M | $131M | $-83M | $1M | $21M | $62M | $144M | $96M | $-60M | $-18M | $1M | $49M | $46M | $-110M | $24M | |
| Stock Issued | $0 | · | · | $0 | $0 | $3M | $0 | $0 | $14M | $46M | $32M | $0 | $0 | $0 | $1M | |
| Stock Repurchased | $1M | $1M | $1M | $1M | $4M | $4M | $1M | $2M | $0 | $0 | $0 | $1M | · | · | $874.0K | |
| Net Stock Activity | · | · | $-1M | · | · | · | $-1M | · | · | · | $32M | · | · | · | · | |
| Dividends Paid | $29M | $34M | $34M | $34M | $33M | $37M | $44M | $44M | $43M | $43M | $47M | $41M | $41M | $57M | $29M | |
| Financing Cash Flow | $-69M | $-160M | $85M | $-234.0K | $-52M | $-82M | $-95M | $-125M | $30M | $23M | $-15M | $-30M | $-12M | $103M | $-29M | |
| Net Change in Cash | $-11M | $-30M | $1M | $-169.0K | $-28M | $-18M | $48M | $-29M | $-30M | $6M | $-14M | $20M | $34M | $-7M | $-5M |
Rentabilidad
| Métrica | Tendencia | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ROA | 1.1% | -0.63% | 0.18% | · | 1.2% | -1.1% | 0.23% | · | 0.03% | 0.28% | 0.65% | 2.2% | 1.3% | · | · | |
| ROE | 2.2% | -1.3% | 0.39% | · | 2.6% | -2.4% | 0.49% | · | 0.07% | 0.61% | 1.4% | 4.9% | 2.8% | · | · |
Por Acción
| Métrica | Tendencia | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Book Value / Share | $15.70 | $15.69 | $16.30 | · | $16.76 | $16.75 | $17.63 | · | $18.19 | $18.72 | $19.14 | $19.58 | $19.66 | · | · | |
| Cash Flow / Share | · | · | $-0.95 | · | · | · | $1.75 | · | · | · | $0.01 | · | · | $-1.80 | · | |
| Cash / Share | $0.45 | $0.58 | $0.92 | · | $0.91 | $1.11 | $1.37 | · | $1.17 | $1.54 | $1.42 | $0.77 | $0.57 | · | · | |
| EPS (TTM) | $0.48 | $0.57 | $0.36 | · | $0.56 | $0.13 | $0.67 | · | $0.91 | $1.38 | $1.55 | $1.19 | $0.09 | $0.04 | · |
Valoración (TTM)
| Métrica | Tendencia | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Net Income TTM | $42M | $50M | $32M | · | $46M | $9M | $55M | · | $67M | $103M | $115M | $85M | $10M | $3M | · | |
| Market Cap | $1.05B | $995M | $1.12B | · | $1.20B | $1.35B | $1.26B | · | $1.55B | $1.60B | $1.61B | $1.50B | $1.45B | · | · | |
| P/E | 24.9 | 19.8 | 35.4 | · | 24.4 | 118.2 | 22.8 | · | 20.7 | 14.2 | 13.2 | 16.3 | 208.6 | 515.2 | · | |
| P/B | 0.8 | 0.7 | 0.8 | · | 0.8 | 0.9 | 0.9 | · | 1.0 | 1.1 | 1.1 | 1.0 | 1.0 | · | · | |
| P / Tangible Book | 0.8 | 0.7 | 0.8 | · | 0.8 | 0.9 | 0.9 | · | 1.0 | 1.1 | 1.1 | 1.0 | 1.0 | · | · | |
| P / Cash Flow | · | · | -13.4 | · | · | · | 8.7 | · | · | · | 1433.3 | · | · | · | · | |
| Dividend Yield | 12.5% | 13.6% | 12.3% | · | 13.1% | 12.4% | 13.8% | · | 11.2% | 10.8% | 10.6% | 11.3% | 10.9% | · | · | |
| Earnings Yield | 4.0% | 5.0% | 2.8% | · | 4.1% | 0.85% | 4.4% | · | 4.8% | 7.0% | 7.6% | 6.1% | 0.48% | 0.19% | · | |
| Payout Ratio | · | · | 608.0% | · | · | · | 604.8% | · | · | · | 445.8% | · | · | 430.8% | · | |
| Annual Payout | $131M | $135M | $139M | · | $158M | $168M | $174M | · | $174M | $172M | $170M | $169M | $157M | $145M | · |
Período más reciente a la izquierda · valores nulos mostrados como ·
Estados Financieros Estado de resultados, balance general, flujo de caja — anual, últimos 5 años
| Métrica | 2025-09-30 | 2024-09-30 | 2023-09-30 | 2022-12-31 | 2022-09-30 |
|---|---|---|---|---|---|
| Beneficio neto | $34M | $58M | $117M | · | $29M |
| EPS Diluido | $0.39 | $0.72 | $1.63 | · | $0.48 |
No hay datos para este estado
Aún no hay suficientes datos fundamentales para generar este estado.
No hay datos para este estado
Aún no hay suficientes datos fundamentales para generar este estado.
Propietarios institucionales (13F) 190 declarantes · $492.9M total · A fecha de 30 de septiembre de 2026
Instituciones que informan tener esta acción en su Formulario 13F trimestral de la SEC. Solo posiciones largas; un solo presentador puede aparecer dos veces para tramos de opciones separados. Las patas de put/call de compensación grandes suelen reflejar la creación de mercado o el inventario cubierto, no la convicción direccional.
Tenedores
190
Valor en tenencia
$492.9M
Nuevas posiciones
19
Posiciones cerradas
32
Actividad institucional — Q2 2026 vs trimestre anterior
| Nuevas posiciones | Posiciones cerradas | Aumentado | Disminuido | Cambio neto de acciones |
|---|---|---|---|---|
| 19 (-16 vs trimestre anterior) | 32 (-6 vs trimestre anterior) | 60 (0 vs trimestre anterior) | 49 (-6 vs trimestre anterior) | +6.9M |
Comparado con Q1 2026. Las presentaciones del Formulario 13F de la SEC vencen dentro de los 45 días posteriores al final del trimestre, más un pequeño margen para los presentadores tardíos; los trimestres que aún se encuentran dentro de esa ventana se omiten en favor del par más reciente completamente reportado.
| Institución | Valor | Acciones | % de 13F rastreadas | Tipo |
|---|---|---|---|---|
| OAKTREE CAPITAL MANAGEMENT LP | $93 994 056 | 7 872 199 | 19,07% | Acciones |
| PRIVATE MANAGEMENT GROUP INC | $46 201 642 | 3 869 484 | 9,37% | Acciones |
| ROYAL BANK OF CANADA | $34 918 000 | 2 924 437 | 7,08% | Acciones |
| BRUNI J V & CO /CO | $29 549 160 | 2 474 804 | 6,00% | Acciones |
| MORGAN STANLEY | $28 673 784 | 2 401 489 | 5,82% | Acciones |
| ARES MANAGEMENT LLC | $26 319 402 | 2 204 305 | 5,34% | Acciones |
| VAN ECK ASSOCIATES CORP | $26 216 073 | 2 195 651 | 5,32% | Acciones |
| Generali Asset Management SPA SGR | $24 845 552 | 2 080 867 | 5,04% | Acciones |
| UBS Group AG | $24 836 454 | 2 080 105 | 5,04% | Acciones |
| Russell Investments Group, Ltd. | $12 586 992 | 1 054 187 | 2,55% | Acciones |
| Legal & General Group Plc | $8 979 846 | 752 396 | 1,82% | Acciones |
| Melia Wealth LLC | $8 707 158 | 729 243 | 1,77% | Acciones |
| Beach Point Capital Management LP | $5 415 077 | 453 524 | 1,10% | Acciones |
| RAYMOND JAMES FINANCIAL INC | $5 376 165 | 450 265 | 1,09% | Acciones |
| WELLS FARGO & COMPANY/MN | $4 380 665 | 366 890 | 0,89% | Acciones |
| TWO SIGMA INVESTMENTS, LP | $4 062 979 | 340 283 | 0,82% | Acciones |
| Muzinich & Co., Inc. | $3 996 765 | 334 737 | 0,81% | Acciones |
| BlackRock, Inc. | $3 987 912 | 333 996 | 0,81% | Acciones |
| Sumitomo Mitsui Trust Group, Inc. | $3 711 848 | 310 875 | 0,75% | Acciones |
| Arnhold LLC | $3 550 299 | 297 345 | 0,72% | Acciones |
| United Advisor Group, LLC | $3 499 089 | 293 056 | 0,71% | Acciones |
| CASTLEKEEP INVESTMENT ADVISORS LLC | $3 459 149 | 289 711 | 0,70% | Acciones |
| Palliser Capital (UK) Ltd | $3 235 656 | 270 993 | 0,66% | Acciones |
| OSAIC HOLDINGS, INC. | $2 958 932 | 247 801 | 0,60% | Acciones |
| Old Port Advisors | $2 955 597 | 247 537 | 0,60% | Acciones |
| Trexquant Investment LP | $2 737 078 | 229 236 | 0,56% | Acciones |
| TWO SIGMA ADVISERS, LP | $2 609 674 | 204 841 | 0,53% | Acciones |
| Naviter Wealth, LLC | $2 487 035 | 208 294 | 0,50% | Acciones |
| Plan Group Financial, LLC | $2 415 968 | 202 342 | 0,49% | Acciones |
| HighTower Advisors, LLC | $2 251 744 | 188 588 | 0,46% | Acciones |
| LOOMIS SAYLES & CO L P | $2 109 392 | 176 666 | 0,43% | Acciones |
| Michelson Medical Research Foundation, Inc. | $2 030 994 | 170 100 | 0,41% | Acciones |
| Lido Advisors, LLC | $1 863 552 | 156 076 | 0,38% | Acciones |
| CITADEL ADVISORS LLC | $1 861 028 | 155 865 | 0,38% | Acciones |
| BANK OF AMERICA CORP /DE/ | $1 793 997 | 150 251 | 0,36% | Acciones |
| FIDUCIARY FINANCIAL GROUP, LLC | $1 740 697 | 154 044 | 0,35% | Acciones |
| LAZARD ASSET MANAGEMENT LLC | $1 656 532 | 138 738 | 0,34% | Acciones |
| Cerberus Capital Management, L.P. | $1 611 900 | 135 000 | 0,33% | Acciones |
| Carnegie Lake Advisors LLC | $1 556 359 | 130 348 | 0,32% | Acciones |
| SBE LLC DBA CEDAR COVE WEALTH PARTNERS | $1 551 301 | 129 925 | 0,31% | Acciones |
| STATE STREET CORP | $1 517 192 | 127 068 | 0,31% | Acciones |
| Independent Advisor Alliance | $1 339 280 | 112 168 | 0,27% | Acciones |
| DNB Asset Management AS | $1 337 089 | 111 984 | 0,27% | Acciones |
| LPL Financial LLC | $1 317 176 | 110 316 | 0,27% | Acciones |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | $1 260 817 | 105 951 | 0,26% | Acciones |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1 256 088 | 105 200 | 0,25% | Opción de compra |
| Balyasny Asset Management L.P. | $1 197 331 | 100 279 | 0,24% | Acciones |
| Callodine Capital Management, LP | $1 194 000 | 100 000 | 0,24% | Acciones |
| HBK INVESTMENTS L P | $1 194 000 | 100 000 | 0,24% | Opción de venta |
| TT Capital Management LLC | $1 098 267 | 91 982 | 0,22% | Acciones |
Activistas y propietarios del %+ 5 5 tenencias
Inversores que presentaron el Anexo 13D de la SEC — propiedad beneficiosa superior al % 5 con la intención de influir en el emisor (participaciones activistas, campañas de la junta directiva, M&A). Cada fila muestra el estado conocido más reciente de la posición de ese declarante.
| Declarante | Presentado | Participación | Estado | Propósito | Presentación |
|---|---|---|---|---|---|
| Oaktree Capital I, L.P., Oaktree Fund GP I, L.P., Oaktree Capital Holdings, LLC, Oaktree Capital Group Holdings GP, LLC | 10 de febrero de 2025 | 8,56% | Presentación inicial | · | SEC |
| or ×16 presentaciones | 7 de agosto de 2023 | · | Presentación inicial | · | SEC |
| Leonard M. Tannenbaum ×26 presentaciones | 26 de enero de 2023 | · | Presentación inicial | · | SEC |
| 4 de octubre de 2017 | · | Presentación inicial | · | SEC | |
| RIVERNORTH CAPITAL PARTNERS, L.P., RIVERNORTH INSTITUTIONAL PARTNERS, L.P., RIVERNORTH CORE OPPORTUNITY FUND, RIVERNORTH/DOUBLELINE STRATEGIC INCOME FUND, RIVERNORTH CAPITAL MANAGEMENT, LLC, MURRAY R. WISE, RANDY I. ROCHMAN, FRED G. STEINGRABER ×6 presentaciones | 22 de febrero de 2016 | · | Presentación inicial | Inversión pasiva | SEC |
Purpose is an automated classification of the filer's own stated purpose (SEC Item 4) — not investment advice. "—" means no clear purpose was stated or the text could not be classified.
Informantes de la empresa 35 insiders · 17 directivos · 20 consejeros
| Insider | Rol | Última actividad | Acciones en propiedad | Compras 12m | Ventas 12m | Neto 12m |
|---|---|---|---|---|---|---|
| Edgar Lee | Chief Executive Officer and Chief Investment Officer | 15 de diciembre de 2017 P | 12 000 | 0 | 0 | $0 |
| Bernard D Berman | Chief Executive Officer | 29 de septiembre de 2017 S | 35 968 | 0 | 0 | $0 |
| Patrick J Dalton | Chief Executive Officer | 14 de febrero de 2017 P | 22 500 | 0 | 0 | $0 |
| Todd Owens | Chief Executive Officer | 12 de febrero de 2015 P | 10 000 | 0 | 0 | $0 |
| Christopher Mckown | Chief Financial Officer and Treasurer | 17 de marzo de 2023 P | 5 092 | 0 | 0 | $0 |
| Melvin Carlisle | CFO & Treasurer | 19 de marzo de 2021 A | 41 713 | 0 | 0 | $0 |
| Steven M. Noreika | Chief Financial Officer | 14 de febrero de 2017 P | 1 611 | 0 | 0 | $0 |
| Richard A Petrocelli | Chief Financial Officer | 3 de diciembre de 2014 P | 17 000 | 0 | 0 | $0 |
| Alexander C Frank | Chief Financial Officer | 21 de septiembre de 2011 P | 10 000 | 0 | 0 | $0 |
| William H Craig | CFO and CCO | 12 de junio de 2008 P | 3 500 | 0 | 0 | $0 |
| Mathew Pendo | President | 24 de febrero de 2025 P | 52 596 | 0 | 0 | $0 |
| Matthew Stewart | Chief Operating Officer | 23 de marzo de 2023 P | 9 668 | 0 | 0 | $0 |
| Raghav Khanna | Co-Chief Investment Officer | 24 de febrero de 2025 P | 6 000 | 0 | 0 | $0 |
| Ashley Pak | Chief Compliance Officer | 9 de marzo de 2023 P | 1 920 | 0 | 0 | $0 |
| Ivelin M. Dimitrov | Chief Investment Officer | 20 de agosto de 2014 P | 26 870 | 0 | 0 | $0 |
| Chad S. Blakeman | Co-Chief Investment Officer | 14 de junio de 2011 P | 1 000 | 0 | 0 | $0 |
| Marc A. Goodman | Chief Investment Officer | 14 de diciembre de 2009 P | 54 207 | 0 | 0 | $0 |
| Deborah Ann Gero | Consejero | 16 de marzo de 2026 P | 24 411 | 1 | 0 | $21 560 |
| CALDWELL PHYLLIS R | Consejero | 16 de marzo de 2026 P | 23 500 | 1 | 0 | $26 925 |
| Craig A Jacobson | Consejero | 6 de mayo de 2025 P | 71 667 | 0 | 0 | $0 |
| Bruce Zimmerman | Consejero | 19 de marzo de 2021 A | 57 390 | 0 | 0 | $0 |
| Richard Ruben | Consejero | 19 de marzo de 2021 A | 101 625 | 0 | 0 | $0 |
| John Frank | Consejero | 19 de marzo de 2021 A | 44 663 | 0 | 0 | $0 |
| Marc Gamsin | Consejero | 12 de febrero de 2018 P | 35 000 | 0 | 0 | $0 |
| James Castro-Blanco | Consejero | 17 de febrero de 2017 P | 32 564 | 0 | 0 | $0 |
| Sandeep K. Khorana | Consejero | 16 de febrero de 2017 P | 2 500 | 0 | 0 | $0 |
| Douglas F Ray | Consejero | 16 de febrero de 2017 P | 15 736 | 0 | 0 | $0 |
| Richard P Dutkiewicz | Consejero | 13 de febrero de 2017 P | 24 452 | 0 | 0 | $0 |
| Byron J Haney | Consejero | 10 de febrero de 2017 P | 28 000 | 0 | 0 | $0 |
| Brian S Dunn | Consejero | 24 de febrero de 2016 P | 30 000 | 0 | 0 | $0 |
| Frank C Meyer | Consejero | 9 de agosto de 2011 P | 119 750 | 0 | 0 | $0 |
| Adam C Berkman | Consejero | 17 de junio de 2008 P | 1 000 | 0 | 0 | $0 |
| Genworth Life Insurance CO | Propietario del 10% | 6 de noviembre de 2009 S | 1 472 379 | 0 | 0 | $0 |
| Armen Panossian | · | 12 de agosto de 2026 P | 22 489 | 1 | 0 | $21 573 |
| Leonard M. Tannenbaum | · | 30 de diciembre de 2021 S | 15 306 589 | 0 | 0 | $0 |
Informantes de las presentaciones SEC Form 3/4/5; neto = solo P/S de mercado abierto
Propiedad de ETFs Mantenido por 3 ETFs
El peso refleja solo las tenencias directas de acciones (N-PORT); los fondos apalancados o basados en derivados pueden tener exposición adicional a swaps no mostrada.
OCSL Consenso de analistas Opiniones de analistas alcistas y bajistas, precio objetivo a 12 meses, potencial alcista
calificación · 12 analistas
MANTENER
Objetivo mediano
$12.50
+5,0%
0 0,0%
Compra fuerte
0 0,0%
Compra
9 75,0%
Mantener
1 8,3%
Venta
2 16,7%
Venta fuerte
Precio objetivo a 12 meses
6 analistas · 2026-10-02Objetivo medio $12.50 +5,0%
Ahora
Precio Actual $11.90
Mín$11.50
Media$12.50
Máx$13.50
Comparación de pares (subindustria GICS) Métricas clave frente a competidores del sector
Base del ejercicio fiscal, precios al cierre del último ejercicio fiscal de cada empresa.
| Ticker | Capitalización Bursátil | P/E | Ingresos interanuales | Margen Neto | ROE | Margen Bruto |
|---|---|---|---|---|---|---|
| OCSL | $1.15B | 33.5 | · | · | 2.3% | · |
| CSWC | $1.34B | 11.6 | · | · | 11.5% | · |
| WLTH | $1.30B | -11.4 | 18.2% | -11.5% | -12.0% | · |
| MSDL | $1.42B | 11.8 | · | · | 6.9% | · |
| PSEC | $1.18B | 38.5 | · | · | 5.2% | · |
| GSBD | $1.04B | 9.0 | · | · | 8.1% | · |
| BBDC | $961M | 8.2 | · | · | 8.7% | · |
| VRTS | $1.09B | 8.2 | -6.0% | 15.9% | 14.8% | · |
| RPC | · | 57.7 | 0.30% | 6.6% | 4.9% | · |
| KBDC | $974M | 8.6 | · | · | 8.3% | · |
| FDUS | $733M | 9.3 | · | · | 11.5% | · |
Mis Métricas Tu lista de seguimiento personal — filas seleccionadas de Fundamentales Completos
Seleccione las métricas que le importan: haga clic en el + junto a cualquier fila en Fundamentales completos arriba.
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Fuente: SEC 10-Q presentada el Ago 5, 2026