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OXLC 
Oxford Lane Capital Corp (OXLC)
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Upturn Advisory Summary
11/28/2025: OXLC (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Number of Analysts
2 Analysts rated it
Very few follow this stock; limited insights, higher-risk early investing.
1 Year Target Price $18
1 Year Target Price $18
| 2 | Strong Buy |
| 0 | Buy |
| 0 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit -1.21% | Avg. Invested days 46 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  3.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 11/28/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 1.46B USD | Price to earnings Ratio 34.07 | 1Y Target Price 18 |
Price to earnings Ratio 34.07 | 1Y Target Price 18 | ||
Volume (30-day avg) 2 | Beta 0.7 | 52 Weeks Range 12.88 - 21.17 | Updated Date 11/30/2025 |
52 Weeks Range 12.88 - 21.17 | Updated Date 11/30/2025 | ||
Dividends yield (FY) 36.49% | Basic EPS (TTM) 0.44 |
Earnings Date
Report Date 2025-11-03 | When - | Estimate 0.305 | Actual 1.24 |
Profitability
Profit Margin 0.77% | Operating Margin (TTM) 72.75% |
Management Effectiveness
Return on Assets (TTM) 9.09% | Return on Equity (TTM) 0.22% |
Valuation
Trailing PE 34.07 | Forward PE - | Enterprise Value 2140668032 | Price to Sales(TTM) 2.98 |
Enterprise Value 2140668032 | Price to Sales(TTM) 2.98 | ||
Enterprise Value to Revenue 192.5 | Enterprise Value to EBITDA - | Shares Outstanding 97108984 | Shares Floating - |
Shares Outstanding 97108984 | Shares Floating - | ||
Percent Insiders 3.23 | Percent Institutions 9.38 |
Upturn AI SWOT
Oxford Lane Capital Corp
Company Overview
History and Background
Oxford Lane Capital Corp. (OCLX) was founded in 2010. It is a registered closed-end management investment company that focuses on Collateralized Loan Obligations (CLOs). The company's objective is to maximize its portfolio's risk-adjusted total return.
Core Business Areas
- CLO Investments: Oxford Lane Capital Corp. primarily invests in equity and junior debt tranches of CLOs. These investments provide exposure to a diversified portfolio of broadly syndicated loans.
Leadership and Structure
Oxford Lane Capital Corp. is led by its Chief Executive Officer, Jonathan H. Miller. The company is externally managed by Oxford Lane Management, LLC.
Top Products and Market Share
Key Offerings
- CLO Equity Investments: Investments in the equity tranches of CLOs, offering potentially high returns but also carrying higher risk. Market share data specific to OCLX's position in CLO equity tranches is not readily available. Competitors include other BDCs and investment firms specializing in CLOs.
- CLO Debt Investments: Investments in debt tranches of CLOs, providing more stable income streams compared to equity tranches but with lower return potential. Market share data is not specific but falls within the overall CLO debt market. Competitors include other BDCs and investment firms.
Market Dynamics
Industry Overview
The CLO market is a significant segment of the structured credit market, influenced by interest rates, credit spreads, and economic conditions. Regulatory changes and investor sentiment play key roles.
Positioning
Oxford Lane Capital Corp. is positioned as a specialist investor focused on CLO equity and debt. Its competitive advantage lies in its expertise in analyzing and selecting CLO investments.
Total Addressable Market (TAM)
The total CLO market is in the hundreds of billions of dollars. Oxford Lane Capital Corp. is positioned to capture a small but potentially lucrative portion of this TAM through its specialized investment strategy.
Upturn SWOT Analysis
Strengths
- Specialized expertise in CLO investments
- High potential returns from CLO equity investments
- Experienced management team
- Diversified portfolio of CLO investments
Weaknesses
- High risk associated with CLO equity investments
- External management structure
- Sensitivity to interest rate changes
- Dependence on the CLO market's performance
Opportunities
- Growth in the CLO market
- Increased demand for alternative investments
- Potential for acquisitions of other CLO investment firms
- Favorable regulatory changes
Threats
- Economic downturns
- Increased competition in the CLO market
- Regulatory changes that negatively impact CLOs
- Rising interest rates
Competitors and Market Share
Key Competitors
- ECC
- XAI
- PSEC
Competitive Landscape
Oxford Lane Capital Corp.'s competitive advantage lies in its specialized expertise. However, it faces competition from larger BDCs with greater resources and from other specialized CLO investors.
Growth Trajectory and Initiatives
Historical Growth: Historical growth has been influenced by the performance of the CLO market and Oxford Lane Capital Corp.'s investment decisions.
Future Projections: Future growth projections are based on analyst estimates and are subject to change. Consult financial websites for analyst forecasts.
Recent Initiatives: Recent initiatives include strategic allocation of capital within their CLO portfolio and active management of their investment positions.
Summary
Oxford Lane Capital Corp. is a specialized investment firm focusing on CLOs, offering potentially high returns but carrying significant risk. Its expertise in CLO analysis is a key strength, but sensitivity to market conditions and external management are challenges. Future success depends on navigating the complexities of the CLO market effectively and proactively managing risks.
Similar Stocks
Sources and Disclaimers
Data Sources:
- Company SEC Filings
- Financial News Outlets
- Market Research Reports
Disclaimers:
This analysis is based on publicly available information and is for informational purposes only. It is not financial advice. Investment decisions should be made after consulting with a qualified financial advisor.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Oxford Lane Capital Corp
Exchange NASDAQ | Headquaters Greenwich, CT, United States | ||
IPO Launch date 2011-01-20 | CEO & Interested Director Mr. Jonathan H. Cohen | ||
Sector Financial Services | Industry Asset Management | Full time employees - | |
Full time employees - | |||
Oxford Lane Capital Corp. is a close ended fund launched and managed by Oxford Lane Management LLC. It invests in fixed income securities. The fund primarily invests in securitization vehicles which in turn invest in senior secured loans made to companies whose debt is rated below investment grade or is unrated. Oxford Lane Capital Corp was formed on June 9, 2010 and is domiciled in the United States.
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