Held · Bookmarked
0 · 0
portfolios · users
Avg position size
—
of holders' portfolios
13F filers
0
institutions
Market cap
$1.7B
95M shares
52-week range
$16.04 – $23.65
24% from low
Exchange
NYSE
CS
P/S (TTM)
4.9
EV / FCF (TTM)
22.0
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. The company partners with other companies across a variety of industries and provides creative solutions 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.
www.sixthstreetspecialtylending.comNo one on the platform currently holds TSLX.
No tracked institution reports a position in TSLX as of their last filing.
| Ex-date | Per share | Pay date |
|---|---|---|
| 2026-09-15 | $0.4200 | 2026-09-30 |
| 2026-06-15 | $0.4200 | 2026-06-30 |
| 2026-03-16 | $0.4600 | 2026-03-31 |
| 2026-02-27 | $0.0100 | 2026-03-20 |
| 2025-12-15 | $0.4600 | 2025-12-31 |
| 2025-11-28 | $0.0300 | 2025-12-19 |
| 2025-09-15 | $0.4600 | 2025-09-30 |
| 2025-08-29 | $0.0500 | 2025-09-19 |
| 2025-06-16 | $0.4600 | 2025-06-30 |
| 2025-05-30 | $0.0600 | 2025-06-20 |
No one on the platform has traded TSLX yet.
| 2025-03-14 | $0.4600 | 2025-03-31 |
| 2025-02-28 | $0.0700 | 2025-03-20 |
Consensus-seeded revenue, margins, and exit multiples. This is a scenario tool, not investment advice.
Consensus does not cover every selected forecast year. Later assumptions are extrapolated from available analyst estimates.
| Metric | Historical average | My assumptions | ||||
|---|---|---|---|---|---|---|
| 1 year | 5 years | 10 years | Low | Mid | High | |
| ROIC % | 5.6% | 6.0% | 6.7% | — | — | — |
| Rev. Growth % | 0.1% | 8.9% | ||||
| Profit Margin % | 47.3% | 59.3% | 66.1% | |||
| Free Cash Flow Margin % | 50.0% | 46.9% | 52.4% | |||
| Exit P/E | — | — | — | |||
| Exit P/FCF | — | — | — | |||
| Desired Annual Return % | — | — | — | |||
At today's price, your expected annual return is +6.7% on the P/E track.
At today's price, your expected annual return is +10.2% on the P/E track.
At today's price, your expected annual return is +13.2% on the P/E track.
| Year | Est. revenue | Growth | Est. EPS | EPS range | Fwd P/E | # Analysts |
|---|---|---|---|---|---|---|
| 2026 | $388M | -10.4% | $1.74 | $1.70–$1.78 | 10.3× | 8 |
| 2027 | $403M | +4.0% | $1.83 | $1.72–$1.90 | 9.8× | 8 |
| 2028 | $399M | -1.1% | $1.81 | $1.79–$1.83 | 9.9× | 2 |
Forward consensus · growth is YoY vs the prior fiscal-year estimate · Fwd P/E at the current price · source: Financial Modeling Prep
Beat consensus in 6 of the last 8 reported quarters
| Reported | Est. EPS | Actual | Surprise |
|---|---|---|---|
| 2026-08-04 | $0.42 | $0.43 | +1.8% |
| 2026-05-05 | $0.49 | $0.42 | -14.3% |
| 2026-02-12 | $0.50 | $0.52 | +4.0% |
| 2025-11-04 | $0.52 | $0.53 | +1.9% |
| 2025-07-30 | $0.53 | $0.56 | +5.7% |
| 2025-04-30 | $0.56 | $0.58 | +3.6% |
| 2025-02-13 | $0.57 | $0.61 | +7.0% |
| 2024-11-05 | $0.58 | $0.57 | -1.7% |
| $483M |
| — |
| GCMGGCM Grosvenor Inc. | $12.76 | +0.95% | $2.4B | — |
| OAK-PBBrookfield Oaktree Holdings LLC 6.55% Non-Cum Red Pfd Units Series B | $20.02 | +0.38% | $2.4B | — |
Source: Financial Modeling Prep · peers by sector/industry
Click to see transaction details on SEC.gov. Form 4s cover trades by officers, directors, and 10%+ owners, due within 2 business days of the trade.
$TSLX Q2 '26 Earnings Results & Recap • Reported GAAP EPS of $0.43 down -31.75% YoY • Reported revenue of $97.84M down -14.93% YoY
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$TSLX what do these a holes earn in fees. Another scam on unsuspecting investors. Complete incompetence.
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$TSLX Share Price: $17.66 Contract Selected: Nov 20, 2026 $20 Calls Buy Zone: $0.31 – $0.38 Target Zone: $0.49 – $0.60 Potential Upside: 53% ROI Time to Expiration: 191 Days | Updates via https://fxcapta.com/stockinfo/
View on StockTwits ↗$TSLX Q1 '26 Earnings Results & Recap • Reported GAAP EPS of -$0.27 down -169.23% YoY • Reported revenue of $93.4M down -19.73% YoY • Sixth Street Specialty Lending declared a second quarter 2026 base dividend of $0.42 per share, payable June 30, 2026, to shareholders of record as of June 15, 2026.
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$TSLX sucks, hit my break-even stop loss. Oh well, was fun while it lasted! If it closes below 18.22, I may start a new small position
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@JLInvest I agree, similarities are remarkable - but I sometimes wonder had the Fed responded decidedly sooner & provided liquidity to the system before the Lehman breaking point, could we have traded a systemic shock for a "managed" deleveraging? A slow burn is always easier to navigate than a sudden cardiac arrest of the credit markets. We seem to be watching that same tension b/n illiquid assets & redemption pressure play out again Question is how bad is the underwriting this time - IMHO nowhere near as toxic as sub-prime/ninja loans in 2008 at BDC/PE level - BDC software exposure at avg 26% across portfolios & PIK income accts for just 8.3%-8.7% of total interest income I do, however, question the underwriting/DD quality w/ syndicated loans & ABS loans by the banks (eg; First Brands & Tricolor) more - both mkts are 4x larger than BDC Yields for some BDCs approaching 15.6% & some are trading at 20%+ discounts to NAVs despite reporting stable portfolios $PSEC $FSK $ARCC $OBDC $TSLX
View on StockTwits ↗Fed Chair Powell says that he’s “not seeing anything too worrisome” in bank lending to places like $OWL —aligns w/ the Fed’s supervisory view that these exposures are currently manageable, well-collateralized in many cases, & concentrated at large, well-capitalized institutions. Regulators monitor this channel, & banks have reporting req'ts (e.g., FR Y-14 for stress testing) Note: Despite headline default rates in the low-to-mid single digits (~2.5%–5.8% depending on source & adj'ts), modestly above long-term norms but not at crisis levels Stress is uneven, much higher among smaller borrowers (eg; ≤$25M EBITDA) & certain sectors like software/tech; larger deals & stronger sponsors have seen more contained losses, w/ realized lender losses often limited due to restructurings However, across broader BDC landscape, redemptions up +217% q/q --- Currently, more liquidity & redemption pressure issue than full-blown default crisis Headwinds: AI/SaaS, War, Inflation $KKR $APO - $TSLX $GS
View on StockTwits ↗$TSLX the fact that stocktwitsnonly shows adjusted for dividends history is crazy
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Targeting 10% Dividend Yield? Analysts Name 2 High Dividend Stocks to Buy https://www.tipranks.com/news/article/targeting-10-dividend-yield-analysts-name-2-high-dividend-stocks-to-buy $TSLX $MSIF
View on StockTwits ↗$TSLX I would normally cut the pig here, having made the divi and stock back at even, but this is such a key level and am Willing to hold into next quarter
View on StockTwits ↗Recent $TICKER stream from stocktwits.com — refreshed every 5 minutes. Sentiment tags are self-reported by posters. Not investment advice.