TSLX

Sixth Street Specialty Lending, Inc.

NYSE · CIK 0001508655
$16.90 -0.24% $1.6B
Insider Buying Cluster (6 insiders)High Impact Filing (7/10)6 New Institutional Positions12 Institutional Exits
Vol
Market Cap$1.6B
Cap SizeSmall Cap
Analyst ConsensusStrong Buy (83%)
Inst. Holders50 funds
Inst. Value$375.2M
Inst. Activity6 buys / 12 sells
Insider Activity10B / 0S
Insider Net $$11.0M
SEC Reports6
Exchange NYSE·CIK 0001508655·Prev Close $16.94

Recent Activity

Jun 1, 2026 short_volume
Short Volume: TSLX — 59.4% short (0.3M / 0.6M)
Short: 333,373 | Exempt: 1,492 | TRF Vol: 561,244 | Short Ratio: 59.4% | Off-exchange volume (dark p
May 28, 2026 Insider
Stanley Robert J. acquired 20,000 shares
CEO
May 11, 2026 Insider
Bruck Ross Anthony bought 8,000 shares
Vice President @ $17.76 ($142.1K)
Apr 10, 2026 SEC
Sixth Street Specialty Lending, Inc. (TSLX) is holding a special meeting of stockholders to vote on a proposal to author
DEFA14A — Impact 4/10
Mar 10, 2026 SEC
Two insiders at Sixth Street Specialty Lending (TSLX) purchased shares in the open market over the past week, with Vice
CLUSTER — Impact 6/10
Mar 10, 2026 Insider
Waxman Alan bought 45,000 shares
Vice President @ $18.47 ($831.1K)
Mar 9, 2026 SEC
Vice President Alan Waxman made two open-market purchases of TSLX stock within a 2-day window, acquiring 300,000 shares
CLUSTER — Impact 7/10
Inst.
STRS OHIO — DOUBLED
4,347,710 shares ($79.9M)

Price Targets

$19.80 +17.1% upside Buy
Current $16.90 Low $17.50 Median $19.50 High $24.00 11 analysts
$17.50 $24.00

Analyst Ratings

Strong Buy83% buy · 18 analysts
4Strong Buy
11Buy
3Hold
0Sell
0Strong Sell
Recent Analyst Actions
DateFirmActionRating
May 7, 2026 JP Morgan MAINTAIN Neutral → Neutral
May 7, 2026 RBC Capital MAINTAIN Outperform → Outperform
May 7, 2026 Keefe, Bruyette & Woods MAINTAIN Outperform → Outperform
May 7, 2026 Truist Securities MAINTAIN Buy → Buy
May 7, 2026 Wells Fargo MAINTAIN Overweight → Overweight

Earnings Estimates

PeriodEPS Est.RangeGrowth#
Current Q $0.42 ▼ -14.7% $0.40 — $0.44 -24% YoY 10
Next Q $0.43 ▼ -13.0% $0.42 — $0.45 -19% YoY 10
Current FY $1.72 ▼ -13.3% $1.67 — $1.75 -26% YoY 10
Next FY $1.81 ▼ -7.1% $1.68 — $2.05 6% YoY 11

Top Institutional Holders

FundValueMove
STRS OHIO$79.9MDOUBLED
OMERS ADMINISTRATION Corp$36.1MDOUBLED
WELLS FARGO & COMPANY/MN$24.6M
MORGAN STANLEY$24.4MTRIM
Cerity Partners LLC$20.9MDOUBLED

Recent Insider Trades

DateInsiderTypeValue
May 28, 2026Stanley RobertJ$0.00
May 11, 2026Bruck RossBUY$142.1K
Mar 10, 2026Waxman AlanBUY$831.1K
Mar 9, 2026Waxman AlanBUY$3.6M
Mar 6, 2026Covington PBUY$137.6K
50 institutional holders with $375.2M total value (20,411,126 shares) as of 2026-Q1. Top holders: STRS, OMERS, WELLS. Net selling activity: 12 institutions trimmed/exited vs 6 added.

Top Institutional Holders — 2026-Q1

#FundSharesValue% of TrackedLast Move
1STRS OHIO4,347,710$79.9M21.3%DOUBLED +101.8%
2OMERS ADMINISTRATION Corp1,961,813$36.1M9.6%DOUBLED +318.2%
3WELLS FARGO & COMPANY/MN1,338,623$24.6M6.6%
4MORGAN STANLEY1,327,615$24.4M6.5%TRIM -44.5%
5Cerity Partners LLC1,135,996$20.9M5.6%DOUBLED +195.2%
6RAYMOND JAMES FINANCIAL INC918,576$16.9M4.5%
7Sumitomo Mitsui Trust Group, Inc.770,173$14.2M3.8%ADD +25.8%
8STIFEL FINANCIAL CORP750,754$13.8M3.7%
9BANK OF AMERICA CORP /DE/735,726$13.5M3.6%
10Legal & General Group Plc732,648$13.5M3.6%
11GOLDMAN SACHS GROUP INC639,759$11.8M3.1%
12ENVESTNET ASSET MANAGEMENT INC639,390$11.8M3.1%
13FRANKLIN RESOURCES INC610,007$11.2M3.0%
14Neuberger Berman Group LLC521,820$9.6M2.6%
15Cresset Asset Management, LLC467,470$8.6M2.3%ADD +32.5%
16BlackRock, Inc.461,813$8.5M2.3%TRIM -42.9%
17TWO SIGMA INVESTMENTS, LP412,969$7.6M2.0%TRIM -32.3%
18MANUFACTURERS LIFE INSURANCE COMPANY, THE246,378$4.5M1.2%
19National Philanthropic Trust216,000$4.0M1.1%ADD +47.9%
20D.A. DAVIDSON & CO.200,594$3.7M1.0%

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
STRS OHIODOUBLED2,154,1594,347,710+101.8%$79.9M2026-Q1
OMERS ADMINISTRATION CorpDOUBLED469,1091,961,813+318.2%$36.1M2026-Q1
MORGAN STANLEYTRIM2,390,6281,327,615-44.5%$24.4M2026-Q1
Cerity Partners LLCDOUBLED384,7671,135,996+195.2%$20.9M2026-Q1
BlackRock, Inc.TRIM808,428461,813-42.9%$8.5M2026-Q1
National Philanthropic TrustADD146,000216,000+47.9%$4.0M2026-Q1
Russell Investments Group, Ltd.DOUBLED182134,913+74028.0%$2.5M2026-Q1
AMERIPRISE FINANCIAL INCTRIM221,438122,366-44.7%$2.2M2026-Q1
CWM, LLCTRIM92,32557,110-38.1%$1.0M2026-Q1
Rockefeller Capital Management L.P.TRIM148,36952,820-64.4%$970.8K2026-Q1
HB Wealth Management, LLCTRIM75,75134,516-54.4%$634.4K2026-Q1
HighTower Advisors, LLCTRIM47,42229,229-38.4%$537.2K2026-Q1
NATIXISTRIM25,24912,624-50.0%$232.0K2026-Q1
Allworth Financial LPADD183238+30.1%$4.4K2026-Q1
FMR LLCTRIM8035-56.2%$634.002026-Q1
PRICE T ROWE ASSOCIATES INC /MD/TRIM21,90514,607-33.3%$269.002026-Q1
NATIONAL BANK OF CANADA /FI/TRIM105-50.0%$92.002026-Q1
BANK OF MONTREAL /CAN/EXIT2,284,9200-100.0%$0.002026-Q1
BANK OF MONTREAL /CAN/DOUBLED439,8322,284,920+419.5%$49.6M2025-Q4
OMERS ADMINISTRATION CorpDOUBLED182,385469,109+157.2%$10.2M2025-Q4
Cresset Asset Management, LLCADD305,371404,639+32.5%$8.8M2025-Q4
TWO SIGMA INVESTMENTS, LPTRIM547,068370,223-32.3%$8.0M2025-Q4
Rockefeller Capital Management L.P.TRIM205,934148,369-28.0%$3.2M2025-Q4
National Philanthropic TrustADD100,000146,000+46.0%$3.2M2025-Q4
&PARTNERSDOUBLED19,60586,965+343.6%$1.9M2025-Q4
8 unique insiders with 11 transactions. Net insider value: $11.0M ($11.0M bought, $0.00 sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
May 28, 2026Stanley Robert J.CEOJ20,000
May 11, 2026Bruck Ross AnthonyVice PresidentBUY8,000$17.76$142.1K
Mar 10, 2026Waxman AlanVice PresidentBUY45,000$18.47$831.1K
Mar 9, 2026Waxman AlanVice PresidentBUY200,000$18.18$3.6M
Mar 6, 2026Covington P EmeryDirectorBUY7,500$18.35$137.6K
Mar 6, 2026Waxman AlanVice PresidentBUY200,000$18.42$3.7M
Mar 5, 2026Waxman AlanVice PresidentBUY100,000$18.46$1.8M
Mar 2, 2026Peck JoshuaVice PresidentBUY2,840$17.59$50.0K
Mar 2, 2026Stiepleman DavidVice PresidentBUY20,200$17.65$356.5K
Feb 27, 2026Pluss StevenVice PresidentBUY15,000$17.72$265.8K
Feb 26, 2026Graf MichaelSee RemarksBUY1,000$18.26$18.3K

No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.

Current analyst consensus: Strong Buy (83% buy). Based on 18 analysts: 4 strong buy, 11 buy, 3 hold, 0 sell, 0 strong sell.

Analyst Price Targets

$19.80 mean target +17.1% upside Buy (3.00)
$17.50 Low $24.00 High
MetricValue
Current Price$16.90
Target Low$17.50
Target Mean$19.80
Target Median$19.50
Target High$24.00
# Analysts11
RecommendationBuy (3.00)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Current Q
2026-06-30
$0.42 $0.40 $0.44 -24.5% -14.7% 0↑ 8↓ $0.1B -16.8% 10
Next Q
2026-09-30
$0.43 $0.42 $0.45 -18.9% -13.0% 0↑ 8↓ $0.1B -11.1% 10
Current FY
2026-12-31
$1.72 $1.67 $1.75 -26.3% -13.3% 0↑ 9↓ $0.4B -14.5% 10
Next FY
2027-12-31
$1.81 $1.68 $2.05 5.8% -7.1% 0↑ 8↓ $0.4B 5.2% 11

Current Quarter EPS Revision History

TimepointEPS EstimateChange
Current$0.423
7d ago$0.423-0.000
30d ago$0.496-0.073
60d ago$0.495-0.072
90d ago$0.496-0.073
7 analyst firms have rated this stock: 0 upgrades, 0 downgrades, 1 initiations.

Individual Analyst Actions

DateAnalyst FirmActionPrevious RatingNew Rating
May 7, 2026 JP Morgan MAINTAIN Neutral Neutral
May 7, 2026 RBC Capital MAINTAIN Outperform Outperform
May 7, 2026 Keefe, Bruyette & Woods MAINTAIN Outperform Outperform
May 7, 2026 Truist Securities MAINTAIN Buy Buy
May 7, 2026 Wells Fargo MAINTAIN Overweight Overweight
Apr 22, 2026 Citizens MAINTAIN Market Outperform Market Outperform
Mar 18, 2026 LUCID CAPITAL MARKETS INITIATE Buy
Mar 13, 2026 JP Morgan MAINTAIN Neutral Neutral
Feb 20, 2026 RBC Capital MAINTAIN Outperform Outperform
Feb 18, 2026 Citizens REITERATE Market Outperform Market Outperform
Feb 17, 2026 JP Morgan MAINTAIN Neutral Neutral
Feb 17, 2026 Keefe, Bruyette & Woods MAINTAIN Outperform Outperform
Feb 17, 2026 Truist Securities MAINTAIN Buy Buy
Feb 17, 2026 Wells Fargo MAINTAIN Overweight Overweight

Monthly Consensus History

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
Jun 1, 202641130083%
May 1, 202641130083%
Apr 1, 202641130083%
Mar 1, 202641030082%
Feb 1, 202641030082%
Jan 1, 202641030082%
Strong BuyBuyHoldSellStrong Sell

No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.

Recent Reddit Threads

r/stocks Neutral 3mo ago
3 TSLX Insider Open-Market Purchases in 1 Week
▲ 0 💬 3
Jun 1, 2026
short_volume
Short Volume: TSLX — 59.4% short (0.3M / 0.6M)
Short: 333,373 | Exempt: 1,492 | TRF Vol: 561,244 | Short Ratio: 59.4% | Off-exchange volume (dark pool + OTC)
May 14, 2026
short_volume
Short Volume: TSLX — 65.2% short (0.6M / 1.0M)
Short: 626,336 | Exempt: 224 | TRF Vol: 960,793 | Short Ratio: 65.2% | Off-exchange volume (dark pool + OTC)
May 13, 2026
short_volume
Short Volume: TSLX — 62.9% short (0.3M / 0.5M)
Short: 320,047 | Exempt: 6,474 | TRF Vol: 508,625 | Short Ratio: 62.9% | Off-exchange volume (dark pool + OTC)
May 7, 2026
short_interest
FTD: TSLX — 217,250 shares ($3.9M) failed to deliver
Settlement: 20260507, Price: $17.91, FTD Value: $3,890,947.5, SIXTH STREET SPECIALTY LENDING
May 6, 2026
short_volume
Short Volume: TSLX — 66.7% short (1.1M / 1.6M)
Short: 1,050,489 | Exempt: 38,346 | TRF Vol: 1,575,014 | Short Ratio: 66.7% | Off-exchange volume (dark pool + OTC)
May 5, 2026
earnings_calendar
TSLX Q1 2026 Earnings Scheduled — 2026-05-05
Apr 20, 2026
short_interest
FTD: TSLX — 125,868 shares ($2.4M) failed to deliver
Settlement: 20260420, Price: $19.42, FTD Value: $2,444,356.56, SIXTH STREET SPECIALTY LENDING
Apr 17, 2026
short_interest
FTD: TSLX — 106,370 shares ($2.0M) failed to deliver
Settlement: 20260417, Price: $19.22, FTD Value: $2,044,431.4, SIXTH STREET SPECIALTY LENDING
Mar 24, 2026
short_volume
Short Volume: TSLX — 71.6% short (0.4M / 0.5M)
Short: 369,254 | Exempt: 2,100 | TRF Vol: 515,659 | Short Ratio: 71.6% | Off-exchange volume (dark pool + OTC)
Mar 16, 2026
short_interest
FTD: TSLX — 186,250 shares ($3.3M) failed to deliver
Settlement: 20260316, Price: $17.81, FTD Value: $3,317,112.5, SIXTH STREET SPECIALTY LENDING
Mar 13, 2026
short_interest
FTD: TSLX — 77,821 shares ($1.4M) failed to deliver
Settlement: 20260313, Price: $18.04, FTD Value: $1,403,890.84, SIXTH STREET SPECIALTY LENDING
Mar 12, 2026
short_interest
FTD: TSLX — 34,065 shares ($0.6M) failed to deliver
Settlement: 20260312, Price: $18.39, FTD Value: $626,455.35, SIXTH STREET SPECIALTY LENDING
Mar 11, 2026
short_interest
FTD: TSLX — 29,467 shares ($0.5M) failed to deliver
Settlement: 20260311, Price: $18.43, FTD Value: $543,076.81, SIXTH STREET SPECIALTY LENDING
Mar 10, 2026
short_interest
FTD: TSLX — 58,517 shares ($1.1M) failed to deliver
Settlement: 20260310, Price: $18.39, FTD Value: $1,076,127.63, SIXTH STREET SPECIALTY LENDING
Mar 9, 2026
short_interest
FTD: TSLX — 157,156 shares ($2.9M) failed to deliver
Settlement: 20260309, Price: $18.33, FTD Value: $2,880,669.48, SIXTH STREET SPECIALTY LENDING