B. Riley Has Optimistic Outlook of 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) - Equities researchers at B. Riley increased their Q3 2025 earnings per share (EPS) estimates for shares of Sixth Street Specialty Lending in a note issued to investors on Thursday, July 31st. B. Riley analyst S. Adams now forecasts that the financial services provider will post earnings of $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.

A number of other research analysts also recently commented on TSLX. JPMorgan Chase & Co. dropped their price objective on Sixth Street Specialty Lending from $23.00 to $21.50 and set an "overweight" rating on the stock in a report on Thursday, April 24th. Raymond James Financial dropped their price objective on Sixth Street Specialty Lending from $24.00 to $23.00 and set an "outperform" rating on the stock in a report on Friday, May 2nd. Finally, Wells Fargo & Company increased their price objective on Sixth Street Specialty Lending from $21.00 to $24.00 and gave the company an "overweight" rating in a report on Friday. One equities research analyst has rated the stock with a hold rating, six have issued a buy rating and one has assigned a strong buy rating to the company. According to data from MarketBeat, Sixth Street Specialty Lending currently has a consensus rating of "Buy" and an average price target of $23.06.

Sixth Street Specialty Lending Trading Down 1.5%

TSLX opened at $23.91 on Monday. Sixth Street Specialty Lending has a one year low of $18.58 and a one year high of $25.17. The company has a market cap of $2.25 billion, a P/E ratio of 11.90 and a beta of 0.84. The company has a debt-to-equity ratio of 1.07, a quick ratio of 3.79 and a current ratio of 3.79. The business's 50-day simple moving average is $23.72 and its 200-day simple moving average is $22.50.

Sixth Street Specialty Lending (NYSE:TSLX - Get Free Report) last announced its quarterly earnings data on Wednesday, July 30th. The financial services provider reported $0.56 EPS for the quarter, topping 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 business had revenue of $115.00 million during the quarter, compared to the consensus estimate of $110.42 million. During the same period in the previous year, the company posted $0.58 earnings per share.

Institutional Trading of Sixth Street Specialty Lending

A number of large investors have recently made changes to their positions in TSLX. Strs Ohio acquired a new stake in shares of Sixth Street Specialty Lending in the 1st quarter valued at about $79,698,000. Raymond James Financial Inc. acquired a new stake in Sixth Street Specialty Lending during the 4th quarter worth approximately $17,488,000. SCS Capital Management LLC acquired a new stake in Sixth Street Specialty Lending during the 1st quarter worth approximately $13,545,000. Gilman Hill Asset Management LLC lifted its position in Sixth Street Specialty Lending by 382.4% during the 1st quarter. Gilman Hill Asset Management LLC now owns 446,976 shares of the financial services provider's stock worth $10,003,000 after acquiring an additional 354,320 shares during the period. Finally, Allen Investment Management LLC lifted its position in Sixth Street Specialty Lending by 24.4% during the 1st quarter. Allen Investment Management LLC now owns 1,434,920 shares of the financial services provider's stock worth $32,114,000 after acquiring an additional 281,339 shares during the period. 70.25% of the stock is owned by institutional investors and hedge funds.

Sixth Street Specialty Lending Increases Dividend

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

About Sixth Street Specialty Lending

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.

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