A Rare Buying Opportunity: Blue-Chip 11-12% Yields Too Cheap To Ignore

There is a major market disconnect in which there are blue-chip dividend payers offering 11%+ yields right now, despite posting strong fundamentals. I discuss why the market is bearish on these stocks and why I think the fears are overblown. I also share two high-yield stocks that I think are attractive buys at current pricing.

Seeking Alpha • Nov 24, 2025

Don't Bury BDC Dividends Just Yet

The Fed's dovishness has been the key driver for the BDC sell-off. The idea is that lower interest rates should lead to lower dividends (i.e., BDCs cutting their dividend across the board). While it is a process that takes time, the current data show that many BDCs are well-positioned to safeguard their existing dividends.

Seeking Alpha • Nov 17, 2025

Sixth Street Specialty Lending: Q3 Earnings Indicate Continued Resilience

Sixth Street Specialty Lending remains resilient with stable NAV and strong dividend coverage, but trades at a 30% premium to NAV. TSLX's portfolio is defensively structured, with 93% in first lien loans and broad industry diversification, supporting reliable income generation. Despite solid fundamentals, TSLX faces limited growth due to a challenging debt environment and slow deployment of new investments.

Seeking Alpha • Nov 7, 2025

Sixth Street Specialty Lending, Inc. (TSLX) Q3 2025 Earnings Call Transcript

Sixth Street Specialty Lending, Inc. ( TSLX ) Q3 2025 Earnings Call November 5, 2025 8:30 AM EST Company Participants Cami VanHorn Joshua Easterly - CEO & Chairman of the Board Robert Stanley - President Ian Simmonds - Chief Financial Officer Conference Call Participants Brian Mckenna - Citizens JMP Securities, LLC, Research Division Finian O'Shea - Wells Fargo Securities, LLC, Research Division Melissa Wedel - JPMorgan Chase & Co, Research Division Arren Cyganovich - Truist Securities, Inc., Research Division Kenneth Lee - RBC Capital Markets, Research Division Robert Dodd - Raymond James & Associates, Inc., Research Division Paul Johnson - Keefe, Bruyette, & Woods, Inc., Research Division Mickey Schleien - Clear Street LLC Presentation Operator Good day, and thank you for standing by. Welcome to the Sixth Street Specialty Lending, Inc. Q3 2025 Earnings Conference Call.

Seeking Alpha • Nov 5, 2025

Sixth Street Specialty Lending, Inc. Reports Third Quarter 2025 Earnings Results; Declares a Fourth Quarter Base Dividend Per Share of $0.46, and a Third Quarter Supplemental Dividend Per Share of $0.03

NEW YORK--(BUSINESS WIRE)--Sixth Street Specialty Lending, Inc. (NYSE: TSLX, or the “Company”) today reported financial results for the third quarter ended September 30, 2025. Please view a printable version of the 2025 Third Quarter Results. Conference Call Information: A conference call to discuss the Company's financial results will be held at 8:30 a.m. Eastern Time on November 5, 2025. The conference call will be broadcast live in listen-only mode on the Investor Resources section of TSLX's.

Business Wire • Nov 4, 2025

Sixth Street Specialty Lending, Inc. Appoints Robert Stanley as Co-Chief Executive Officer, Expands its Board of Directors and Elects Robert Stanley to the Board

NEW YORK--(BUSINESS WIRE)--Sixth Street Specialty Lending, Inc. (NYSE: TSLX) (“TSLX” or “the Company") announced today that President Robert (“Bo”) Stanley has been appointed as Co-Chief Executive Officer of the Company, effective as of November 4, 2025. Mr. Stanley will assume the role of Co-CEO alongside existing CEO, Joshua Easterly. Mr. Easterly will continue to serve as Co-CEO until December 31, 2025, at which point Mr. Stanley will serve as the Company's sole CEO. Mr. Easterly will remain.

Business Wire • Nov 4, 2025

Sixth Street Specialty Lending, Inc. Provides a Letter to Stakeholders in Conjunction with its Third Quarter Earnings Results

NEW YORK--(BUSINESS WIRE)--Sixth Street Specialty Lending, Inc. (NYSE: TSLX, or the “Company”) today sent the following letter to its stakeholders in conjunction with its third quarter ended September 30, 2025 financial results. Please view a printable version of the letter here.

Business Wire • Nov 4, 2025

Sixth Street (TSLX) Beats Q3 Earnings Estimates

Sixth Street (TSLX) came out with quarterly earnings of $0.53 per share, beating the Zacks Consensus Estimate of $0.52 per share. This compares to earnings of $0.57 per share a year ago.

Zacks Investment Research • Nov 5, 2025

Sixth St (TSLX) Q3 Earnings: Taking a Look at Key Metrics Versus Estimates

While the top- and bottom-line numbers for Sixth St (TSLX) give a sense of how the business performed in the quarter ended September 2025, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.

Zacks Investment Research • Nov 5, 2025

Earnings Preview: Sixth Street (TSLX) Q3 Earnings Expected to Decline

Sixth St (TSLX) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

Zacks Investment Research • Oct 28, 2025