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Oxford Lane Capital Corp. 7.95% Notes due 2032 (OXLCG)
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Upturn Advisory Summary
12/18/2025: OXLCG (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Analysis of Past Performance
Type Stock | Historic Profit 6.15% | Avg. Invested days 58 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  5.0 | Stock Returns Performance  2.0 |
| Profits based on simulation | Last Close 12/18/2025 |
Key Highlights
Company Size ETF | Market Capitalization 0 USD | Price to earnings Ratio - | 1Y Target Price - |
Price to earnings Ratio - | 1Y Target Price - | ||
Volume (30-day avg) - | Beta - | 52 Weeks Range 23.41 - 24.94 | Updated Date 03/4/2025 |
52 Weeks Range 23.41 - 24.94 | Updated Date 03/4/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) - |
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin - | Operating Margin (TTM) - |
Management Effectiveness
Return on Assets (TTM) - | Return on Equity (TTM) - |
Valuation
Trailing PE - | Forward PE - | Enterprise Value - | Price to Sales(TTM) - |
Enterprise Value - | Price to Sales(TTM) - | ||
Enterprise Value to Revenue - | Enterprise Value to EBITDA - | Shares Outstanding - | Shares Floating - |
Shares Outstanding - | Shares Floating - | ||
Percent Insiders - | Percent Institutions - |
Upturn AI SWOT
Oxford Lane Capital Corp. 7.95% Notes due 2032
Company Overview
History and Background
Oxford Lane Capital Corp. is a closed-end management investment company. Its primary objective is to generate current income and capital appreciation. The 7.95% Notes due 2032 are a form of debt issued by Oxford Lane Capital Corp. to raise capital. The company was incorporated in Delaware in 2013. Significant milestones would include its IPO, subsequent debt and equity offerings, and portfolio growth. Its evolution is tied to its investment strategy in various credit instruments.
Core Business Areas
- Investment in Credit Investments: Oxford Lane Capital Corp. invests in a diversified portfolio of credit investments, including senior secured loans, senior unsecured loans, and subordinated debt of U.S. middle-market companies. They also invest in other debt instruments and equity securities.
Leadership and Structure
Oxford Lane Capital Corp. is externally managed by Oxford Lane Capital Corp. (the 'Investment Manager'). The company's management team consists of key individuals from the Investment Manager responsible for sourcing, underwriting, and managing the company's investment portfolio. The Board of Directors oversees the company's operations and acts in the best interests of the shareholders.
Top Products and Market Share
Key Offerings
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Market Dynamics
Industry Overview
Oxford Lane Capital Corp. operates within the Business Development Company (BDC) sector, which focuses on providing financing to small and medium-sized companies. The industry is influenced by interest rate environments, credit market conditions, regulatory changes, and overall economic health. Middle-market lending is a significant segment, characterized by demand for flexible capital solutions.
Positioning
Oxford Lane Capital Corp. positions itself as a provider of attractive risk-adjusted returns through its diversified portfolio of credit investments. Its competitive advantages stem from its investment strategy, experienced management team, and ability to access capital markets. However, as a BDC, it faces competition from other BDCs and private credit funds.
Total Addressable Market (TAM)
The total addressable market for middle-market lending and corporate credit in the US is substantial, potentially in the trillions of dollars. Oxford Lane Capital Corp. targets a specific segment within this market. Its positioning is as a niche player within the broader credit landscape, focusing on generating yield from its curated portfolio.
Upturn SWOT Analysis
Strengths
- Diversified credit investment portfolio
- Experienced management team
- Access to capital markets for funding
- Focus on generating current income
Weaknesses
- Reliance on external investment manager
- Potential for credit losses in portfolio
- Sensitivity to interest rate fluctuations
- Leverage through debt issuances can increase risk
Opportunities
- Growing demand for middle-market financing
- Potential for distressed debt opportunities
- Expansion into new credit strategies
- Attractive yields in the current interest rate environment
Threats
- Economic downturns impacting borrower performance
- Increased competition in the BDC and credit market
- Rising interest rates increasing borrowing costs for the company
- Regulatory changes affecting BDCs
Competitors and Market Share
Key Competitors
- Apollo Investment Corporation (AINV)
- BlackRock Capital Investment Corporation (BKCC)
- Golub Capital BDC, Inc. (GBDC)
Competitive Landscape
Oxford Lane Capital Corp. competes with other BDCs and private credit funds for investment opportunities and investor capital. Its advantages include its focus on specific credit niches, while disadvantages might include its size relative to larger competitors or its specific risk profile. The market is highly competitive, with differentiation often based on investment strategy, deal sourcing capabilities, and management expertise.
Growth Trajectory and Initiatives
Historical Growth: Historical growth can be assessed by examining the increase in total assets, net asset value (NAV), and investment income over past years. Growth is driven by successful investment deployment and capital raises.
Future Projections: Future growth projections for Oxford Lane Capital Corp. would typically be based on analyst estimates, industry trends, and the company's stated strategic objectives and pipeline of potential investments. These projections are subject to market conditions and execution risks.
Recent Initiatives: Recent initiatives might include new debt or equity offerings to fund portfolio growth, strategic investments in new sectors, or adjustments to its investment strategy in response to market dynamics.
Summary
Oxford Lane Capital Corp.'s 7.95% Notes due 2032 represent a debt instrument for a BDC focused on middle-market credit. The company's strengths lie in its diversified portfolio and experienced management. However, it faces risks from credit defaults and market volatility. Success hinges on effectively managing its investments and navigating a competitive landscape. Careful monitoring of its financial health and ability to service its debt is crucial.
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Sources and Disclaimers
Data Sources:
- Company's SEC filings (10-K, 10-Q, 8-K)
- Investor relations website
- Financial data aggregators (e.g., Bloomberg, Refinitiv, Yahoo Finance)
- Industry research reports
Disclaimers:
This JSON output is for informational purposes only and does not constitute financial advice. Investment decisions should be made after consulting with a qualified financial professional and conducting independent research. Market share data is illustrative and subject to change. Financial data and projections are based on publicly available information and may not be fully up-to-date or accurate.
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. 7.95% Notes due 2032
Exchange NASDAQ | Headquaters Greenwich, CT, United States | ||
IPO Launch date 2025-02-28 | CEO & Interested Director Mr. Jonathan H. Cohen | ||
Sector - | Industry - | 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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