Sixth Street Specialty Lending, Inc. $TSLX Shares Sold by Denali Advisors LLC

Denali Advisors LLC lessened its position in Sixth Street Specialty Lending, Inc. (NYSE:TSLX) by 19.9% during the third quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 159,133 shares of the financial services provider’s stock after selling 39,552 shares during the period. Denali Advisors LLC’s holdings in Sixth Street Specialty Lending were worth $3,638,000 at the end of the most recent reporting period.

Several other institutional investors have also modified their holdings of the company. MTM Investment Management LLC bought a new position in Sixth Street Specialty Lending during the second quarter valued at about $49,000. First Horizon Advisors Inc. lifted its holdings in Sixth Street Specialty Lending by 74.0% in the 2nd quarter. First Horizon Advisors Inc. now owns 4,123 shares of the financial services provider’s stock valued at $98,000 after acquiring an additional 1,753 shares during the last quarter. State of Alaska Department of Revenue bought a new position in shares of Sixth Street Specialty Lending during the 3rd quarter valued at about $98,000. MAI Capital Management grew its stake in shares of Sixth Street Specialty Lending by 83.5% in the 2nd quarter. MAI Capital Management now owns 4,264 shares of the financial services provider’s stock worth $102,000 after purchasing an additional 1,940 shares during the last quarter. Finally, Farther Finance Advisors LLC raised its holdings in shares of Sixth Street Specialty Lending by 604.6% in the 3rd quarter. Farther Finance Advisors LLC now owns 4,700 shares of the financial services provider’s stock worth $107,000 after purchasing an additional 4,033 shares in the last quarter. Institutional investors and hedge funds own 70.25% of the company’s stock.

More Sixth Street Specialty Lending News

Here are the key news stories impacting Sixth Street Specialty Lending this week:

• Positive Sentiment: Q4 results slightly beat expectations — reported EPS of $0.52 vs. $0.50 consensus and revenue of $108.25M vs. $107.11M; high net margin (41.2%) and solid ROE (13.2%) provide fundamental support. Sixth Street Specialty Lending, Inc. Reports Full Year and Fourth Quarter 2025 Earnings Results; Declares a First Quarter Base Dividend Per Share of $0.46, and a Fourth Quarter Supplemental Dividend Per Share of $0.01
• Positive Sentiment: Management declared a Q1 base dividend of $0.46 and a Q4 supplemental dividend of $0.01 (supplemental ex-dividend/record dates noted), supporting income-focused holders. Dividend / Press Release
• Neutral Sentiment: Company released an earnings slide deck and held a conference call; investors can review the presentation and full transcript for portfolio composition, fee income and credit-quality commentary to assess forward earnings drivers. Q4 Results – Earnings Call Presentation Earnings Call Transcript
• Negative Sentiment: EPS declined year-over-year (from $0.61 in prior-year quarter to $0.52), signaling margin/earnings pressure despite the beat; that deterioration can weigh on valuation for income-oriented BDC investors. Zacks: Q4 Earnings and Revenues Top Estimates
• Negative Sentiment: Broader BDC-sector cooling and investor concerns about credit/fee trends were highlighted by market commentary, which may have amplified downside despite the modest beat. Investing.com: Earnings Under Pressure as BDC Sector Cools
• Negative Sentiment: Technical/flow pressure: heavy intraday volume and shares trading nearer the 52-week low and below the 50/200-day averages increase downside risk and may prompt short-term selling by technical traders. MarketBeat TSLX Quote & Stats

Analyst Upgrades and Downgrades

A number of brokerages recently weighed in on TSLX. Weiss Ratings restated a “buy (b-)” rating on shares of Sixth Street Specialty Lending in a report on Wednesday, December 24th. Wells Fargo & Company reduced their price objective on Sixth Street Specialty Lending from $24.00 to $22.00 and set an “overweight” rating for the company in a research note on Thursday, November 6th. Keefe, Bruyette & Woods decreased their target price on Sixth Street Specialty Lending from $24.00 to $23.00 and set an “outperform” rating on the stock in a report on Thursday, November 6th. Finally, Royal Bank Of Canada reduced their target price on Sixth Street Specialty Lending from $25.00 to $24.00 and set an “outperform” rating for the company in a report on Wednesday, November 19th. One equities research analyst has rated the stock with a Strong Buy rating, seven have issued a Buy rating and one has issued a Hold rating to the company. According to data from MarketBeat.com, Sixth Street Specialty Lending has a consensus rating of “Buy” and a consensus price target of $23.50.

Insider Buying and Selling at Sixth Street Specialty Lending

In related news, CEO Robert J. Stanley purchased 10,000 shares of the firm’s stock in a transaction that occurred on Tuesday, November 18th. The stock was acquired at an average cost of $20.85 per share, for a total transaction of $208,500.00. Following the completion of the acquisition, the chief executive officer owned 24,907 shares in the company, valued at $519,310.95. This trade represents a 67.08% increase in their position. The purchase was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. 3.30% of the stock is owned by corporate insiders.

Sixth Street Specialty Lending Trading Down 4.4%

NYSE TSLX opened at $19.24 on Monday. The firm’s 50 day moving average price is $21.64 and its two-hundred day moving average price is $22.40. The company has a debt-to-equity ratio of 1.08, a quick ratio of 2.83 and a current ratio of 2.83. Sixth Street Specialty Lending, Inc. has a twelve month low of $18.58 and a twelve month high of $25.17. The stock has a market cap of $1.82 billion, a price-to-earnings ratio of 10.63 and a beta of 0.70.

Sixth Street Specialty Lending (NYSE:TSLX) last issued its earnings results on Thursday, February 12th. The financial services provider reported $0.52 EPS for the quarter, topping the consensus estimate of $0.50 by $0.02. Sixth Street Specialty Lending had a return on equity of 12.71% and a net margin of 37.99%.The business had revenue of $108.25 million during the quarter, compared to analysts’ expectations of $107.11 million. During the same quarter last year, the firm posted $0.61 earnings per share. Equities analysts anticipate that Sixth Street Specialty Lending, Inc. will post 2.19 EPS for the current year.

Sixth Street Specialty Lending Cuts Dividend

The firm also recently announced a quarterly dividend, which will be paid on Tuesday, March 31st. Shareholders of record on Monday, March 16th will be paid a dividend of $0.01 per share. This represents a $0.04 annualized dividend and a yield of 0.2%. The ex-dividend date of this dividend is Monday, March 16th. Sixth Street Specialty Lending’s payout ratio is 101.66%.

About Sixth Street Specialty Lending

Sixth Street Specialty Lending Inc (NYSE: TSLX) is a closed-end, externally managed business development company that provides flexible debt financing solutions to middle-market companies. The fund primarily targets senior secured loans, unitranche facilities, mezzanine debt, second-lien financings and equity co-investment opportunities. By structuring tailored capital solutions, Sixth Street Specialty Lending seeks to support growth initiatives, recapitalizations and refinancings across a diverse set of industries, including technology, healthcare and business services.

As an affiliate of Sixth Street Partners, a global alternative investment firm, the company leverages the broader platform’s credit research, operational expertise and industry relationships.