Recent 8-K filings for OCSL

• May 5, 2026, 7:59 PM ET earnings materiality 0.65 negative item 2.02item 9.01 ◈ Earnings Releases

  Oaktree Specialty Lending Q2 NII $0.38/sh, NAV $15.69, net loss $0.21/sh; dividend $0.34

  Total investment income $70.4M ($0.80/sh), down from $75.1M ($0.85/sh) QoQ, driven by lower rates and non-recurring income.

• March 4, 2026, 6:59 PM ET other material materiality 0.15 neutral item 5.07

  Oaktree Specialty Lending stockholders re-elect directors, ratify auditor; special meeting adjourned

  John B. Frank and Bruce Zimmerman re-elected with ~33.7M and ~33.9M votes for, respectively.

• February 4, 2026, 6:59 PM ET earnings materiality 0.55 neutral item 2.02item 9.01

  Oaktree Specialty Lending Q1 2026: adj NII $0.41/sh, NAV $16.30, dividend $0.40 covered

  GAAP net investment income $36.7M ($0.42/sh); adjusted NII $36.1M ($0.41/sh), both up from prior Q.

• November 18, 2025, 6:59 PM ET earnings materiality 0.65 neutral item 2.02item 9.01

  Oaktree Specialty Lending Q4 NII $0.41/share, NAV $16.64, dividend $0.40

  Total investment income $77.3M ($0.88/share) in Q4 FY2025, up from $75.3M in Q3; full year $316.8M vs $381.7M last year.

• November 14, 2025, 6:59 PM ET leadership materiality 0.40 neutral item 5.02item 9.01

  Oaktree Specialty Lending elects Brett McKeone as COO effective Dec 31, 2025

  Brett McKeone, 48, named COO of Oaktree Specialty Lending Corp, effective December 31, 2025.

• August 5, 2025, 7:59 PM ET earnings materiality 0.70 negative item 2.02item 9.01

  Oaktree Specialty Lending Q3 NII falls to $0.38/shr from $0.45; NAV flat at $16.76

  GAAP NII $33.5M ($0.38/shr) vs $39.1M ($0.45) prior quarter, down due to lower income and higher interest expense.

• May 16, 2025, 7:59 PM ET debt materiality 0.50 neutral item 1.02item 9.01

  Oaktree Specialty Lending repays and terminates OSI2 senior lending facility

  Repaid all outstanding borrowings under OSI2 Facility on May 14, 2025, leading to termination.

• May 5, 2025, 7:59 PM ET other material materiality 0.15 neutral item 1.01item 9.01

  Oaktree Specialty Lending adds SMBC Nikko as placement agent under existing $300M at-the-market equity program

  Added SMBC Nikko Securities America, Inc. as a Placement Agent under Equity Distribution Agreement, effective May 5, 2025.

• May 1, 2025, 7:59 PM ET earnings materiality 0.75 negative item 2.02item 9.01

  Fiscal Q2 2025: NII $0.45/share, NAV down 5% to $16.75

  Total investment income $77.6M ($0.90/share) vs $86.6M ($1.05) prior quarter; NII $39.1M ($0.45) vs $44.3M ($0.54).

• April 11, 2025, 7:59 PM ET debt materiality 0.60 neutral item 1.01item 9.01

  Oaktree Specialty Lending amends credit facility: lower margin, extended maturity to 2030

  Facility size decreased from $1.218B to $1.160B; accordion increased to $1.50B or net worth.

• March 5, 2025, 6:59 PM ET other material materiality 0.15 neutral item 5.07

  Oaktree Specialty Lending stockholders approve below-NAV share issuance, elect director

  Phyllis R. Caldwell elected to Board until 2028 annual meeting: 29.8M for, 4.7M withheld, 24.0M broker non-votes.

• February 27, 2025, 6:59 PM ET debt materiality 0.60 neutral item 1.01item 9.01

  Oaktree Specialty Lending issues $300M 6.340% Notes due 2030

  Issued $300M aggregate principal of 6.340% Notes due February 27, 2030.

• February 21, 2025, 6:59 PM ET debt materiality 0.50 neutral item 1.01item 9.01

  Oaktree Specialty Lending prices $300M 6.340% Notes due 2030

  Issued $300M aggregate principal of 6.340% Notes due 2030; net proceeds of $296.2M after discounts and expenses.

• February 4, 2025, 6:59 PM ET earnings materiality 0.75 negative item 2.02item 9.01

  Oaktree Specialty Lending Q1 NII $0.54/sh, NAV $17.63; Oaktree buys $100M shares at NAV

  Total investment income $86.6M ($1.05/sh), down from $94.7M ($1.15/sh) QoQ due to lower rates and non-accruals.

• November 19, 2024, 6:59 PM ET earnings materiality 0.60 negative item 2.02item 9.01

  Oaktree Specialty Lending Q4 net investment income $0.55/sh; NAV $18.09; declares $0.55 dividend

  Total investment income Q4 $94.7M ($1.15/sh); full year $381.7M ($4.75/sh).

• August 2, 2024, 7:59 PM ET other material materiality 0.70 neutral item 1.01item 9.01

  Oaktree Specialty Lending increases ATM equity offering capacity by $175M to $300M total

  Amendment to Equity Distribution Agreement dated Aug 2, 2024 raises aggregate offering price to $300M.

• August 1, 2024, 7:59 PM ET earnings materiality 0.70 negative item 2.02item 9.01

  Oaktree Specialty Lending Q3 adjusted NII $0.55/sh, NAV down to $18.19

  Total investment income $95.0M ($1.16/sh), up from $94.0M in prior quarter.

• June 21, 2024, 7:59 PM ET leadership materiality 0.50 negative item 5.02item 9.01 ◈ executive_change

  Oaktree Specialty Lending COO Matthew Stewart resigns effective June 14, 2024

  Matthew Stewart resigned as Chief Operating Officer of Oaktree Specialty Lending Corporation.

• May 22, 2024, 7:59 PM ET debt materiality 0.35 neutral item 1.01item 9.01

  Oaktree Specialty Lending amends credit facility, extends maturity to Jan 2029

  Reinvestment period extended to May 25, 2027; final maturity extended to Jan 26, 2029.

• April 30, 2024, 7:59 PM ET earnings materiality 0.70 positive item 2.02item 9.01 ◈ Earnings Releases

  OCSL Q2 adjusted NII $0.56/sh, NAV $18.72, permanent mgmt fee cut to 1.00%

  GAAP NII $41.4M ($0.52/sh); adjusted NII $44.7M ($0.56/sh) vs $44.2M in prior quarter.

• March 5, 2024, 6:59 PM ET other material materiality 0.15 neutral item 5.07 ◈ Shareholder Votes ×3

  Oaktree Specialty Lending shareholders authorize below-NAV share issuance up to 25% of outstanding

  Deborah Gero and Craig Jacobson elected to board until 2027 annual meeting; 28.8M and 28.9M votes for, respectively.

• February 1, 2024, 6:59 PM ET earnings materiality 0.65 negative item 2.02item 9.01 ◈ Earnings Releases

  Oaktree Specialty Lending Q1 NII $0.57, NAV falls to $19.14, non-accruals up

  GAAP NII $44.2M ($0.57/share), down from $47.5M ($0.62) in prior quarter.

Executive changes

Earnings & guidance

Materiality & sentiment trend

Max materiality 0.75 · Median 0.60 · Most common event earnings

1 positive 8 negative 13 neutral

source · OCSL on sec.gov