Caprock Group LLC Acquires Shares of 60,323 Sixth Street Specialty Lending, Inc. $TSLX

Caprock Group LLC bought a new position in shares of Sixth Street Specialty Lending, Inc. (NYSE:TSLX) during the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor bought 60,323 shares of the financial services provider’s stock, valued at approximately $1,478,000. Caprock Group LLC owned 0.06% of Sixth Street Specialty Lending as of its most recent filing with the Securities and Exchange Commission (SEC).

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

Insider Buying and Selling

In other Sixth Street Specialty Lending news, CEO Robert J. Stanley bought 10,000 shares of the stock in a transaction that occurred on Tuesday, November 18th. The shares were bought at an average price of $20.85 per share, for a total transaction of $208,500.00. Following the acquisition, the chief executive officer directly owned 24,907 shares of the company’s stock, valued at approximately $519,310.95. The trade was a 67.08% increase in their position. The acquisition was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Company insiders own 3.22% of the company’s stock.

Sixth Street Specialty Lending News Summary

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

Sixth Street Specialty Lending Price Performance

Shares of NYSE TSLX opened at $19.24 on Friday. The business has a fifty day moving average price of $21.64 and a two-hundred day moving average price of $22.41. Sixth Street Specialty Lending, Inc. has a fifty-two week low of $18.58 and a fifty-two week high of $25.17. The company has a debt-to-equity ratio of 1.13, a current ratio of 4.73 and a quick ratio of 4.73. The stock has a market capitalization of $1.82 billion, a PE ratio of 10.63 and a beta of 0.70.

Sixth Street Specialty Lending (NYSE:TSLX) last posted its earnings results on Thursday, February 12th. The financial services provider reported $0.52 EPS for the quarter, topping analysts’ consensus estimates of $0.50 by $0.02. The firm had revenue of $108.25 million during the quarter, compared to analysts’ expectations of $107.11 million. Sixth Street Specialty Lending had a net margin of 37.99% and a return on equity of 12.70%. During the same quarter in the prior year, the business earned $0.61 earnings per share. As a group, equities analysts predict that Sixth Street Specialty Lending, Inc. will post 2.19 earnings per share for the current fiscal year.

Sixth Street Specialty Lending Cuts Dividend

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

Wall Street Analysts Forecast Growth

A number of brokerages recently commented on TSLX. Wells Fargo & Company cut their target price 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 price objective on shares of 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. Royal Bank Of Canada reduced their target price on shares of Sixth Street Specialty Lending from $25.00 to $24.00 and set an “outperform” rating on the stock in a research note on Wednesday, November 19th. Finally, Weiss Ratings reiterated a “buy (b-)” rating on shares of Sixth Street Specialty Lending in a report on Wednesday, December 24th. One analyst has rated the stock with a Strong Buy rating, seven have given a Buy rating and one has assigned a Hold rating to the stock. According to data from MarketBeat, the company has a consensus rating of “Buy” and a consensus target price of $23.50.

Sixth Street Specialty Lending Company Profile

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.