Sixth Street SpecialtyTSLX
TSLX
About: Sixth Street Specialty Lending Inc is a specialty finance company focused on providing flexible, fully committed financing solutions to middle market companies located in the United States of America. It partners with companies across a variety of industries and excel at providing creative solutions to companies with complex business models that may have limited access to capital. The company seeks to generate current income in U.S.-domiciled middle-market companies through direct originations of senior secured loans and, to a lesser extent, originations of mezzanine and unsecured loans and investments in corporate bonds and equity securities.
0
Funds holding %
of 7,407 funds
0
Analysts bullish %
of 5 analysts
Fund manager confidence
Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)
144% more first-time investments, than exits
New positions opened: 39 | Existing positions closed: 16
29% more repeat investments, than reductions
Existing positions increased: 72 | Existing positions reduced: 56
10% more funds holding
Funds holding: 200 [Q3] → 219 (+19) [Q4]
0% more funds holding in top 10
Funds holding in top 10: 7 [Q3] → 7 (+0) [Q4]
2% less capital invested
Capital invested by funds: $904M [Q3] → $889M (-$15M) [Q4]
2.62% less ownership
Funds ownership: 47.29% [Q3] → 44.67% (-2.62%) [Q4]
39% less call options, than puts
Call options by funds: $740K | Put options by funds: $1.21M
Research analyst outlook
5 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$23
16%
upside
Avg. target
$24
19%
upside
High target
$25
26%
upside
5 analyst ratings
5 positive
100%
0 neutral
0%
0 negative
0%
RBC Capital Kenneth Lee 9% 1-year accuracy 5 / 55 met price target | 26%upside $25 | Outperform Maintained | 26 Feb 2025 |
Truist Securities Mark Hughes 56% 1-year accuracy 33 / 59 met price target | 21%upside $24 | Buy Maintained | 18 Feb 2025 |
JP Morgan Richard Shane 29% 1-year accuracy 17 / 59 met price target | 16%upside $23 | Overweight Maintained | 18 Feb 2025 |
Keefe, Bruyette & Woods Paul Johnson 59% 1-year accuracy 10 / 17 met price target | 16%upside $23 | Outperform Maintained | 18 Feb 2025 |
Wells Fargo Finian O'Shea 50% 1-year accuracy 22 / 44 met price target | 16%upside $23 | Overweight Maintained | 29 Jan 2025 |
Financial journalist opinion
Based on 7 articles about TSLX published over the past 30 days
Positive
Zacks Investment Research
16 hours ago
Sixth St (TSLX) Soars 6.4%: Is Further Upside Left in the Stock?
Sixth St (TSLX) witnessed a jump in share price last session on above-average trading volume. The latest trend in earnings estimate revisions for the stock doesn't suggest further strength down the road.
Positive
Seeking Alpha
4 days ago
Sixth Street Specialty Lending: Time To Pull The Trigger And Buy (Rating Upgrade)
Sixth Street Specialty Lending offers a well-covered 9% dividend yield, with robust dividend coverage and supplemental dividends, making it attractive for passive income investors. The BDC's focus on first liens, which are the safest loans, provides portfolio and income stability, especially during economic uncertainties. Despite a high price-to-NAV ratio, TSLX's 9% yield is affordable, with potential for re-rating higher based on net investment income metrics.
Neutral
Business Wire
1 week ago
Sixth Street Specialty Lending, Inc. Schedules Earnings Release and Conference Call to Discuss its First Quarter Ended March 31, 2025 Financial Results
NEW YORK--(BUSINESS WIRE)--Sixth Street Specialty Lending, Inc. (NYSE: TSLX) (“TSLX” or “the Company") announced today that it will release its financial results for the first quarter ended March 31, 2025 on Wednesday, April 30, 2025, after the market closes. TSLX invites all interested persons to its webcast / conference call on Thursday, May 1, 2025 at 8:30 a.m. Eastern Time to discuss its first quarter ended March 31, 2025 financial results. Conference Call Information: The conference call w.
Positive
24/7 Wall Street
1 week ago
3 Rock-Solid Dividend Stocks Yielding Over 8%
High-yield dividend stocks are becoming even more compelling as market volatility increases.
Neutral
Seeking Alpha
2 weeks ago
Let's Talk Mortgage REITs (But Not For Too Long)
A bunch of mortgage REITs were severely overvalued. Now they are less overvalued. But some others are actually bargains. Tons of charts because images are fun. Ellington Financial's higher price-to-book ratio may be due to lower volatility in the total economic return by period. Digital Realty Trust deserves to be mocked. I am reporting for duty!
Neutral
Seeking Alpha
3 weeks ago
15% Yields Want To Mug Your Dividends
Agency mortgage REITs are achieving exceptional price-to-book ratios. You want a high dividend yield? Great. But don't pay a huge premium in the share price. It's a great time for investors to capture some gains in this sector.
Positive
Seeking Alpha
4 weeks ago
Sixth Street Specialty Lending: Improved Fundamentals But Expensive
TSLX offers a high dividend yield of 9.2%, supported by strong earnings and supplemental distributions, making it attractive for reliable income seekers. The portfolio is well-diversified with 94% in first lien senior secured debt, reducing risk and ensuring high repayment priority. Non-accrual rates have improved to 1.4%, indicating better portfolio quality compared to peers and strong management underwriting.
Negative
Seeking Alpha
1 month ago
An Important Warning For BDC Investors
Why BDCs may be entering a dangerous phase. Avoid these risks before it's too late. One BDC stands out as a safe bet, and is my top pick right now.
Neutral
Seeking Alpha
1 month ago
9% Yields From Baby Bonds
Yield to maturity is crucial in baby bond analysis. Yield to call can also be relevant when call risk is more relevant. We're starting with a hypothetical for demonstrating a key point, then we'll look at two baby bonds as they are trading today. Market inefficiencies can arise from liquidity issues, creating trading opportunities between similar preferred shares or baby bonds.
Neutral
Seeking Alpha
1 month ago
8% Or Higher Yields Face Off
Six investments enter, six leave. This isn't a death match. All six have huge yields, but the valuations create some material differences. We've added three more baby bonds to our sector charts.
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