$TSLX

Sixth Street Specialty Lending, Inc.

No enriched coverage for $TSLX in the last 7 days.

No SEC Form 4 filings for $TSLX in the last 30 days.

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Private Credit Is Showing More Signs of Distress

Private credit markets are showing increasing signs of distress, with non-accrual debt rising among the largest BDCs. In Q2, non-accrual debt at the top 10 BDCs increased to 3.95% of total debt, up from 3.75% in Q1. The broader BDC universe also saw a rise in non-accrual borrowers, reaching 4.69% in Q1 2026. Adjusted non-accrual rates are higher, indicating wider credit stress. Interest income at risk is climbing, potentially impacting BDC yields.

Q2 Rundown: PROG (NYSE:PRG) Vs Other Specialty Finance Stocks

Encore Capital Group (PRG) reported Q2 revenue of $491.9M, up 11.3% YoY, beating estimates. HASI reported $36.32M, down 64.9% YoY, missing estimates. TSLX reported $97.84M, down 14.9% YoY, beating estimates. MAIN reported $149.6M, up 3.9% YoY, topping estimates. PRG stock is up 10.4%, HASI up 8.1%, TSLX up 3.1%, and MAIN up 2.5% since reporting.

Sixth Street Specialty Lending Q2 Earnings Call Highlights

Sixth Street Specialty Lending (NYSE: TSLX) reported Q2 call highlights. It funded $137M in two new investments and capital calls, cited a TS Imagine repayment and said direct-lending spreads widened. At June 30, total investments were $3.3B, net assets $1.5B, and net leverage 1.17x. Total investment income rose to $97.8M; management estimated undistributed income at ~$1.12/share.

TSLX sentiment & insider activity

Recent TSLX coverage spans earnings, financial news and sector analysis.

What's driving TSLX

  • Elevated credit risk could impact profitability and dividend outlook.

    morningstar.com · Aug 21, 2026

  • Modest beat may support incremental buying.

    yahoo.com · Aug 19, 2026

  • Q2 earnings call highlights emphasize stable credit, improving portfolio coverage, and balance-sheet actions that may support near-term earnings power.

    yahoo.com · Aug 9, 2026

  • Management’s Q2 commentary ties NAV stability to spread widening, highlights improving portfolio coverage, and frames 2H fee upside from a thaw in M&A activity.

    yahoo.com · Aug 6, 2026

  • A revenue beat alongside YoY contraction suggests mixed fundamentals, likely limiting upside unless investors focus on the beat versus the decline.

    financialcontent.com · Aug 4, 2026

alphai scores every news story that mentions TSLX with an AI model for sentiment and relevance, and aggregates insider trades from Sixth Street Specialty Lending, Inc.'s SEC EDGAR Form 4 filings. Figures refresh continuously.

News on $TSLX

Score

Private Credit Is Showing More Signs of Distress

Private credit markets are showing increasing signs of distress, with non-accrual debt rising among the largest BDCs. In Q2, non-accrual debt at the top 10 BDCs increased to 3.95% of total debt, up from 3.75% in Q1. The broader BDC universe also saw a rise in non-accrual borrowers, reaching 4.69% in Q1 2026. Adjusted non-accrual rates are higher, indicating wider credit stress. Interest income at risk is climbing, potentially impacting BDC yields.

$PRGMed

Q2 Rundown: PROG (NYSE:PRG) Vs Other Specialty Finance Stocks

Encore Capital Group (PRG) reported Q2 revenue of $491.9M, up 11.3% YoY, beating estimates. HASI reported $36.32M, down 64.9% YoY, missing estimates. TSLX reported $97.84M, down 14.9% YoY, beating estimates. MAIN reported $149.6M, up 3.9% YoY, topping estimates. PRG stock is up 10.4%, HASI up 8.1%, TSLX up 3.1%, and MAIN up 2.5% since reporting.

$TSLXMed

Sixth Street Specialty Lending Q2 Earnings Call Highlights

Sixth Street Specialty Lending (NYSE: TSLX) reported Q2 call highlights. It funded $137M in two new investments and capital calls, cited a TS Imagine repayment and said direct-lending spreads widened. At June 30, total investments were $3.3B, net assets $1.5B, and net leverage 1.17x. Total investment income rose to $97.8M; management estimated undistributed income at ~$1.12/share.

$TSLXMed

Sixth Street Specialty Lending, Inc. Q2 2026 Earnings Call Summary

Sixth Street Specialty Lending, Inc. reported Q2 2026 results on an earnings call, citing stable NAV despite widening credit spreads and sequential repayment activity that added $0.08/share in activity-based fees. Management expects more M&A in H2, guiding annualized ROE of 10% to 10.5% if turnover stays below 20%. The firm issued $300m unsecured notes, extended its revolver to May 2031, and triggered a June 10b5-1 buyback.

Sixth Street Specialty Lending, Inc. (TSLX): Results of Operations and Financial Condition

Sixth Street Specialty Lending, Inc. (TSLX) filed an SEC Form 8-K — Results of Operations and Financial Condition. Exhibit 99.1 k SECOND QUARTER 2026 EARNINGS RESULTS Sixth Street Specialty Lending, Inc. Reports Second Quarter Results; Declares a Third Quarter Base Dividend Per Share of $0.42 NEW YORK — August 4, 2026 — Sixth Street Specialty Lending, Inc. (NYSE: TSLX, or the “Company”) today

$TSLXMed

Sixth Street Specialty Lending Earnings: What To Look For From TSLX

Sixth Street Specialty Lending (NYSE:TSLX) is set to report earnings Tuesday. Last quarter, it reported revenue of $93.4 million, down 19.7% year on year, missing analysts’ revenue and EPS expectations. For the upcoming quarter, analysts expect revenue to fall 17.7% y/y. The article cites an average analyst price target of $19.70 versus $17.01.

$TSLXMed

Sixth Street Specialty Lending, Inc. (TSLX): Submission of Matters to a Vote of Security Holders

Sixth Street Specialty Lending, Inc. (TSLX) filed an SEC Form 8-K — Submission of Matters to a Vote of Security Holders. 8-K false 0001508655 0001508655 2026-06-18 2026-06-18 UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): June 18,

$TSLXMed

Sixth Street Specialty Lending elects directors, ratifies auditor at annual meeting

Sixth Street Specialty Lending Inc. (NYSE:TSLX) held its annual meeting where stockholders elected three Class III directors and ratified KPMG LLP as their independent auditor for fiscal year 2026. A special meeting of stockholders lacked a quorum and has been adjourned to June 18, 2026. This news follows their first-quarter 2026 earnings report, which showed EPS and revenue falling short of expectations.

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