Why BDC Dividend Cuts Matter Less Than You Think

System-wide BDC dividend cuts are highly likely as base dividend coverage averages 99% and growth is constrained. As a result, many BDC investors have decided to sit on the sidelines until the expected dividend cuts materialize. The idea is that a cut will lead to a negative share price reaction and thus provide a better opportunity to buy at a bargain price.

Seeking Alpha • 14 hours ago

The ABCs Of BDC Risk

There are multiple risks for your BDC investments now and three that specifically create risk for certain BDCs. Business development companies offer high yields but carry significant, often misunderstood risks, especially in falling interest rate environments. Volatile interest rates can damage BDC profitability and distributable income, causing dividend cuts and share price declines.

Seeking Alpha • Feb 23, 2026

The Hidden Math Behind Ares Capital Beating Oaktree Specialty Lending

One BDC quietly compounded wealth while the other barely moved the needle. The headline yield isn't the real story; this hidden metric is. A massive valuation gap exists, but only one looks built for the long haul.

Seeking Alpha • Feb 19, 2026

A Historic Opportunity For Dividend Investors To Win Big

AI panic crushed SaaS and dragged down BDCs and asset managers. Trading at steep discounts and high dividend yields, we think that this is a historic opportunity. We explain why the market got it wrong and highlight rare opportunities to potentially win big.

Seeking Alpha • Feb 13, 2026

2 BDCs To Dump Before They Cut Their Dividend

The market has become worried about BDCs mostly from the credit risk perspective. However, some of the recent earnings reports and BDC examples show that dividend cut risk has not disappeared. In this article, I share two BDC examples that are very likely to slash their dividends soon.

Seeking Alpha • Feb 12, 2026

Oaktree Specialty Lending: Better Safe Than Sorry, I'm Still Avoiding

Oaktree Specialty Lending trades at a steep discount, P/NAV of 0.74x. The discount has pushed up the yield to a very attractive level of ~13%. The picture looks even better if we consider the fact that in the recent earnings report, OCSL delivered a slight NII per share growth.

Seeking Alpha • Feb 7, 2026

Oaktree Specialty Lending Corporation (OCSL) Q1 2026 Earnings Call Transcript

Oaktree Specialty Lending Corporation (OCSL) Q1 2026 Earnings Call Transcript

Seeking Alpha • Feb 4, 2026

Oaktree Specialty Lending Corporation Announces First Fiscal Quarter 2026 Financial Results

LOS ANGELES--(BUSINESS WIRE)--Oaktree Specialty Lending Corporation (NASDAQ: OCSL) (“Oaktree Specialty Lending” or the “Company”), a specialty finance company, today announced its financial results for the first quarter ended December 31, 2025. Financial Highlights for the Quarter Ended December 31, 2025 Total investment income was $75.1 million ($0.85 per share) for the first fiscal quarter of 2026 as compared to $77.3 million ($0.88 per share) for the fourth fiscal quarter of 2025. Adjusted t.

Business Wire • Feb 4, 2026

Oaktree Specialty Lending (OCSL) Beats Q1 Earnings Estimates

Oaktree Specialty Lending (OCSL) came out with quarterly earnings of $0.41 per share, beating the Zacks Consensus Estimate of $0.38 per share. This compares to earnings of $0.54 per share a year ago.

Zacks Investment Research • Feb 4, 2026

High-Yield Carnage In 2026

Multiple mortgage REITs fell by over 10% on the day. The stock driving the bus of bad dropped 33% on Friday and is continuing lower today. Preferred shares and baby bonds have consistently outperformed on a risk-adjusted basis, prompting a portfolio shift towards these instruments for better yield and stability.

Seeking Alpha • Feb 3, 2026