Equities Analysts Issue Forecasts for TSLX Q3 Earnings

Key Points

• B. Riley raised its Q3 2025 earnings per share estimate for Sixth Street Specialty Lending (TSLX) from $0.53 to $0.54, maintaining a "Strong-Buy" rating on the stock.
• The company announced a significant dividend increase to $0.46, up from $0.06, with a dividend yield of 770.0%.
• Institutional investors own 70.25% of TSLX, with major acquisitions recently made by firms including Strs Ohio and Raymond James Financial.

Sixth Street Specialty Lending, Inc. (NYSE:TSLX - Free Report) - B. Riley raised their Q3 2025 earnings per share (EPS) estimates for Sixth Street Specialty Lending in a research note issued on Thursday, July 31st. B. Riley analyst S. Adams now expects that the financial services provider will earn $0.54 per share for the quarter, up from their previous estimate of $0.53. B. Riley currently has a "Strong-Buy" rating on the stock. The consensus estimate for Sixth Street Specialty Lending's current full-year earnings is $2.19 per share. B. Riley also issued estimates for Sixth Street Specialty Lending's Q4 2025 earnings at $0.54 EPS, FY2025 earnings at $2.18 EPS, Q1 2026 earnings at $0.53 EPS, Q2 2026 earnings at $0.52 EPS, Q3 2026 earnings at $0.54 EPS, Q4 2026 earnings at $0.53 EPS and FY2026 earnings at $2.12 EPS.

Sixth Street Specialty Lending (NYSE:TSLX - Get Free Report) last released its quarterly earnings data on Wednesday, July 30th. The financial services provider reported $0.56 earnings per share (EPS) for the quarter, beating analysts' consensus estimates of $0.53 by $0.03. Sixth Street Specialty Lending had a return on equity of 13.47% and a net margin of 39.56%. The company had revenue of $115.00 million during the quarter, compared to analysts' expectations of $110.42 million. During the same period last year, the firm posted $0.58 earnings per share.

Several other research firms also recently weighed in on TSLX. JPMorgan Chase & Co. cut their price target on Sixth Street Specialty Lending from $23.00 to $21.50 and set an "overweight" rating on the stock in a research note on Thursday, April 24th. JMP Securities increased their price target on Sixth Street Specialty Lending from $24.00 to $25.00 and gave the stock a "market outperform" rating in a research note on Wednesday. Wells Fargo & Company raised their price objective on Sixth Street Specialty Lending from $21.00 to $24.00 and gave the company an "overweight" rating in a research report on Friday, August 1st. Finally, Raymond James Financial dropped their price target on Sixth Street Specialty Lending from $24.00 to $23.00 and set an "outperform" rating for the company in a research report on Friday, May 2nd. One analyst has rated the stock with a hold rating, seven have given a buy rating and one has given a strong buy rating to the stock. According to data from MarketBeat, the company currently has an average rating of "Buy" and a consensus target price of $23.28.

Sixth Street Specialty Lending Stock Performance

Sixth Street Specialty Lending stock traded down $0.19 during mid-day trading on Monday, reaching $23.81. 218,840 shares of the company's stock were exchanged, compared to its average volume of 475,334. The firm has a market capitalization of $2.24 billion, a PE ratio of 11.86 and a beta of 0.84. Sixth Street Specialty Lending has a one year low of $18.58 and a one year high of $25.17. The company has a quick ratio of 3.79, a current ratio of 3.79 and a debt-to-equity ratio of 1.07. The business's fifty day simple moving average is $23.78 and its 200 day simple moving average is $22.53.

Sixth Street Specialty Lending Increases Dividend

The business also recently declared a -- dividend, which will be paid on Tuesday, September 30th. Investors of record on Monday, September 15th will be given a dividend of $0.46 per share. This is a boost from Sixth Street Specialty Lending's previous -- dividend of $0.06. The ex-dividend date is Monday, September 15th. This represents a dividend yield of 770.0%. Sixth Street Specialty Lending's payout ratio is currently 91.54%.

Institutional Trading of Sixth Street Specialty Lending

Large investors have recently bought and sold shares of the business. Strs Ohio acquired a new stake in Sixth Street Specialty Lending during the 1st quarter worth approximately $79,698,000. Raymond James Financial Inc. acquired a new position in shares of Sixth Street Specialty Lending during the fourth quarter worth about $17,488,000. SCS Capital Management LLC purchased a new stake in Sixth Street Specialty Lending during the first quarter worth about $13,545,000. Gilman Hill Asset Management LLC lifted its holdings in shares of Sixth Street Specialty Lending by 382.4% in the first quarter. Gilman Hill Asset Management LLC now owns 446,976 shares of the financial services provider's stock valued at $10,003,000 after purchasing an additional 354,320 shares in the last quarter. Finally, Bank of Montreal Can acquired a new position in Sixth Street Specialty Lending during the second quarter worth approximately $7,719,000. Hedge funds and other institutional investors own 70.25% of the company's stock.

Sixth Street Specialty Lending Company Profile

Sixth Street Specialty Lending, Inc NYSE: TSLX is a business development company. The fund provides senior secured loans (first-lien, second-lien, and unitranche), unsecured loans, mezzanine debt, and investments in corporate bonds and equity securities and structured products, non-control structured equity, and common equity with a focus on co-investments for organic growth, acquisitions, market or product expansion, restructuring initiatives, recapitalizations, and refinancing.