Oaktree Specialty Performance Comparison

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Stock Range

Today's Range

Low: $13.61 High: $13.83
on August 19, 2025

52 Week Range

Low: $12.50 High: $17.16
on April 9, 2025
on August 27, 2024

All-Time High: $30.60 on July 7, 2014

Explore how other US stocks compare to their 52-week ranges: View US Market 52-Week Insights

Key Statistics

Market Cap i $1.2B
EPS i 0.57
P/E Ratio (TTM) i 23.67
Forward P/E i 6.08
P/B Ratio i 0.80
PEG Ratio i 0.01
Div. Yield i 17.76%
ROE i 3.11%
Beta i 0.749
Debt to Equity i 99.18

Financial Highlights

Profitability

Gross Margin i N/A
Operating Margin i 85.74%
Profit Margin i 13.85%

Returns and Earnings

Return on Assets (TTM) i 5.64%
Return on Equity (TTM) i 3.11%
EBITDA i $0
Net Income (TTM) i $46.3M

Growth

Revenue (TTM) i
Revenue Per Share (TTM) i $4.06
Quarterly Revenue Growth (YoY) i -20.80%
Quarterly Earnings Growth (YoY) i 3,324.30%

Dividend Information

Last 12-Month Dividend i $2.39
Current Dividend Yield i 17.76%
3-Year Average Dividend Yield i 3.15%
3-Year Average Annual Dividend i $2.41
3-Year Total Dividends i $7.23
Ex-Dividend Date i September 15, 2025

Peer Performance Comparison

Performance comparison table showing returns for peer companies over various time periods
CompanyMarket Cap1W1M3M6MYTD1Y3Y5Y
Oaktree Specialty OCSL 1.19B Small-cap1.10%-2.56%-4.98%-14.67%-10.32%-19.33%-34.81%-8.65%
BlackRock BLK 175.93B Large-cap-2.69%3.24%13.57%14.41%10.92%27.82%66.82%87.75%
Brookfield BN 103.45B Large-cap-1.66%-2.80%8.59%6.53%12.02%31.28%62.15%128.94%
WisdomTree WT 1.97B Small-cap-1.25%3.79%36.24%43.22%32.74%31.18%166.80%246.77%
SRH Total Return STEW 1.73B Small-cap1.52%2.49%1.34%6.47%13.49%16.86%45.18%75.12%
Sprott SII 1.70B Small-cap-5.59%-16.40%10.98%45.27%43.84%46.91%71.91%47.53%

Ownership & Short Interest

Insider Ownership i 0.30%
Institutional Ownership i 42.11%
Shares Short i 1M
Short Ratio i 2.34
Short % of Shares Outstanding i 1.64%
Average 10-Day Volume i 715K
Average 90-Day Volume i 638K

Oaktree Specialty Recurring Investment / Dollar-Cost Averaging Calculator

Calculate how a regular investment in Oaktree Specialty would have performed over time.

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Note: This calculator is for informational purposes only and does not consider taxes, fees, or other costs associated with investing.

Frequently Asked Questions

In the last 52 weeks, Oaktree Specialty reached a high of $17.16 (on August 27, 2024) and a low of $12.50 (on April 9, 2025).
Curious about Oaktree Specialty's size and valuation? Its market capitalization stands at 1.19B. When it comes to valuation, the P/E ratio (trailing twelve months) is 23.67, and the forward P/E (looking ahead) is 6.08.
Yes, Oaktree Specialty is a dividend-paying stock. Investors have recently enjoyed a trailing annual dividend yield of 17.76%, and the company has paid an average of $2.41 per share annually over the past 3 years.

When looking at Oaktree Specialty, it can be helpful to see how it compares to other players in its field. Here are a few similar companies or key competitors:

CompanyMkt CapSectorIndustry1Y Return3Y Return
BlackRock
BLK
175.93BFinancial ServicesAsset Management27.82%66.82%
Brookfield
BN
103.45BFinancial ServicesAsset Management31.28%62.15%
WisdomTree
WT
1.97BFinancial ServicesAsset Management31.18%166.80%
SRH Total Return
STEW
1.73BFinancial ServicesAsset Management16.86%45.18%
Sprott
SII
1.70BFinancial ServicesAsset Management46.91%71.91%

For a more comprehensive list, please see the Peer Performance Comparison table on this page.

To get a sense of Oaktree Specialty's financial health, here are a few key indicators: its Return on Equity (ROE) over the last twelve months is 3.11%, the Debt to Equity ratio from the most recent quarter is 99.18, and its Gross Profit Margin stands at N/A.
Looking at Oaktree Specialty's growth, its revenue over the trailing twelve months (TTM) was $334M. Compared to the same quarter last year (YoY), quarterly revenue grew by -20.80%, and quarterly earnings saw a YoY growth of 3,324.30%.
Wondering who owns Oaktree Specialty stock? Company insiders (like executives and directors) hold about 0.30% of the shares, while institutional investors (such as mutual funds and pension funds) own approximately 42.11%.

For more common questions about our data, please visit our About Data page.

Data is provided for informational purposes only. Devyara does not guarantee the accuracy of the data displayed.