TSLX - NYSE
Sixth Street Specialty Lending, Inc.
$17.27
-4.1%Sixth Street Specialty Lending, Inc. (NYSE: TSLX) is a business development company. The fund provides senior secured loans (first-lien, second-lien, and unitranche), unsecured loans, mezzanine debt, and investments in corporate bonds and equity securities and structured products, non-control structured equity, and common equity with a focus on co-investments for organic growth, acquisitions, market or product expansion, restructuring initiatives, recapitalizations, and refinancing. The fund invests in business services, software & technology, healthcare, energy, consumer & retail, manufacturing, industrials, royalty related businesses, education, and specialty finance. It seeks to finance and lending to middle market companies principally located in the United States. The fund invests in companies with enterprise value between $50 million and $1 billion or more and EBITDA between $10 million and $250 million. The transaction size is between $15 million and $350 million. The fund invests across the spectrum of the capital structure and can arrange syndicated transactions of up to $500 million and hold sizeable positions within its credits.
At a Glance
Live SnapshotSixth Street Specialty Lending, Inc. Street Expectations Map
Wall Street analysts project that TSLX stock may rise significantly over the coming 12 months. The consensus 1-year price target stands at 20.00, with estimates ranging from a low of 20.00 to a high of 20.00.
The consensus 1-year price target stands at 20.00, with estimates ranging from a low of 20.00 to a high of 20.00.
Analyst Consensus Analysis
Upside Potential
Strong upside potential. Consensus indicates attractive return opportunity with favorable risk-reward profile.
Analyst Agreement
High analyst agreement. Narrow target range indicates strong consensus on valuation, suggesting clear investment thesis and predictable outlook.
Analyst Conviction
Strong buy conviction: High upside with tight consensus suggests compelling investment opportunity backed by analyst confidence.
Market Sentiment Insight
Monitor and evaluate: Current analyst consensus suggests limited conviction or near-term catalysts. Stay informed on company developments and reassess positioning as new information emerges.
Sixth Street Specialty Lending, Inc. Forward Estimates of Revenue
Forward Growth Analysis
Solid growth trajectory indicates healthy business performance and competitive positioning.
Moderate coverage—sufficient for guidance but may lack depth of large-cap analysis.
Reasonable estimate spread indicates general agreement with normal forecast variance.
Positive analyst consensus with strong growth expectations and forecast confidence.
Sixth Street Specialty Lending, Inc. Forward Estimates of Net Income
Forward Growth Analysis
Moderate growth expected, typical for mature businesses with stable market positions.
Moderate coverage—sufficient for guidance but may lack depth of large-cap analysis.
Narrow estimate range signals strong analyst consensus and predictable business outlook.
Generally favorable outlook with reasonable growth prospects and analyst support.
Sixth Street Specialty Lending, Inc. Forward Estimates of EPS
Forward Growth Analysis
Solid growth trajectory indicates healthy business performance and competitive positioning.
Moderate coverage—sufficient for guidance but may lack depth of large-cap analysis.
Narrow estimate range signals strong analyst consensus and predictable business outlook.
Positive analyst consensus with strong growth expectations and forecast confidence.
Sixth Street Specialty Lending, Inc. Forward Estimates of EBIT
Forward Growth Analysis
Solid growth trajectory indicates healthy business performance and competitive positioning.
Moderate coverage—sufficient for guidance but may lack depth of large-cap analysis.
Reasonable estimate spread indicates general agreement with normal forecast variance.
Positive analyst consensus with strong growth expectations and forecast confidence.
Sixth Street Specialty Lending, Inc. Forward Estimates of EBITDA
Forward Growth Analysis
Solid growth trajectory indicates healthy business performance and competitive positioning.
Moderate coverage—sufficient for guidance but may lack depth of large-cap analysis.
Reasonable estimate spread indicates general agreement with normal forecast variance.
Positive analyst consensus with strong growth expectations and forecast confidence.
Sixth Street Specialty Lending, Inc. Forward Estimates of SG&A Expense
Forward Growth Analysis
Strong growth expectations signal robust business momentum and market opportunity expansion.
Moderate coverage—sufficient for guidance but may lack depth of large-cap analysis.
Reasonable estimate spread indicates general agreement with normal forecast variance.
Positive analyst consensus with strong growth expectations and forecast confidence.
Key Insight
Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.
Sixth Street Specialty Lending, Inc. Insider Positioning
During the last 12 months, insiders have purchased $6.71M worth of TSLX shares, with no selling activity reported.
3 Months
215.5K
3.96M
0
0.00
+4.0M
+$3.96M
3-6 Months
139.0K
2.54M
0
0.00
+2.5M
+$2.54M
6-9 Months
10.0K
208.50K
0
0.00
+209K
+$209K
9-12 Months
0
0.00
0
0.00
+0
+$0
Top Buyers
Waxman Alan
Officer: Vice President
$5.53M
Stiepleman David
Director, Officer: Vice President
$357K
Pluss Steven
Officer: Vice President
$266K
Stanley Robert J.
Director, Officer: Co-Ceo
$209K
Bruck Ross Anthony
Officer: Vice President
$142K
Top Sellers
No selling activity
Insider Activity Analysis
Net Insider Sentiment
Strong bullish signal with $6.71M net buying. Insiders are aggressively accumulating shares, suggesting significant confidence in future prospects.
Buy/Sell Ratio
Perfect buy/sell ratio. Only buying activity with zero selling—the most bullish possible insider signal.
Recent Trend (3 Months)
Very strong recent buying momentum. Recent insider purchases significantly outpace sales, suggesting near-term optimism.
Insider Participation
5 insider buyers vs. 0 sellers. Broad-based buying across management team suggests widespread confidence.
Insider Activity Insight
Strong confluence of bullish signals: High buy/sell ratio, multiple insiders participating, and recent buying momentum all point to significant insider confidence. This level of coordinated buying often precedes positive developments.
Related Guides
Continue your TSLX research with focused valuation guides.
Research Paths
Snapshot
Start with context, operating signals, and key market metrics.
Value Model
Stress test fair value across bear, base, and bull assumptions.
Statements
Validate revenue quality, margins, and balance sheet durability.
Earnings Call
Read management commentary and compare it with reported outcomes.
Dividends
Check payout sustainability and long-term distribution behavior.
Analyst Expectations
Review consensus spread and where estimate risk is concentrated.