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Oxford Lane Capital Corp. 7.95% Notes due 2032 (OXLCG)



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Upturn Advisory Summary
08/14/2025: OXLCG (1-star) is a SELL. SELL since 5 days. Profits (3.89%). Updated daily EoD!
Analysis of Past Performance
Type Stock | Historic Profit 3.89% | Avg. Invested days 49 | Today’s Advisory SELL |
Upturn Star Rating ![]() ![]() | Upturn Advisory Performance ![]() | Stock Returns Performance ![]() |
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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
This analysis focuses on the specific debt instrument, Oxford Lane Capital Corp. 7.95% Notes due 2032, rather than the broader history of Oxford Lane Capital Corp. These notes were issued as a form of financing for the company.
Core Business Areas
- Collateralized Loan Obligations (CLOs): Oxford Lane Capital Corp. primarily invests in CLO equity and junior debt tranches. These are securities backed by a pool of leveraged loans.
Leadership and Structure
Oxford Lane Capital Corp. is managed by its executive team, overseen by a Board of Directors. The structure is common for publicly traded investment companies.
Top Products and Market Share
Key Offerings
- 7.95% Notes due 2032: This specific debt instrument represents a fixed-income security offered by Oxford Lane. The notes are backed by the overall creditworthiness of Oxford Lane Capital Corp and its investment portfolio. Market share isn't directly applicable to a single debt issuance, but the issuance allows Oxford Lane to compete in CLO investments. Competitors include other BDCs and CLO investors such as Ares Capital and Blackstone.
Market Dynamics
Industry Overview
The CLO market is influenced by factors like interest rates, credit spreads, and the overall health of the leveraged loan market.
Positioning
Oxford Lane is a specialized player focusing on the equity and junior debt tranches of CLOs. This strategy offers higher potential returns but also carries higher risk.
Total Addressable Market (TAM)
The CLO market is valued in the hundreds of billions of dollars. Oxford Lane participates in a segment of that market, representing a small portion of the overall TAM.
Upturn SWOT Analysis
Strengths
- Specialized expertise in CLO investments
- Potential for high returns from CLO equity
- Experienced management team
Weaknesses
- High risk associated with CLO equity investments
- Sensitivity to interest rate fluctuations
- Reliance on the leveraged loan market
Opportunities
- Growth in the CLO market
- Increased demand for alternative investments
- Potential for strategic acquisitions
Threats
- Economic downturn affecting leveraged loans
- Increased regulation of the CLO market
- Rising interest rates increasing borrowing costs
Competitors and Market Share
Key Competitors
- Ares Capital Corp (ARCC)
- Blackstone (BX)
- Apollo Global Management (APO)
Competitive Landscape
OCLN is a smaller player compared to large asset managers like Ares and Blackstone, focusing on a niche area of the CLO market.
Growth Trajectory and Initiatives
Historical Growth: Not directly applicable to the debt instrument. But looking at OCLN's overall asset growth is important to ensure they can service the debt.
Future Projections: Projecting OCLN's future growth is important to assess its ability to repay the 7.95% Notes due 2032.
Recent Initiatives: OCLN's recent strategic initiatives can influence its growth and ability to repay the notes.
Summary
The 7.95% Notes due 2032 are dependent on the financial health of Oxford Lane Capital Corp. Oxford Lane's niche focus on CLO equity offers high return potential but also carries significant risk. Investors in these notes should closely monitor Oxford Lane's financial performance, the CLO market, and macroeconomic conditions. OCLN's ability to effectively manage its investment portfolio and generate consistent income is crucial for servicing this debt. External factors like rising interest rates and economic downturns pose significant risks.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company filings, Market reports, Analyst research
Disclaimers:
This analysis is for informational purposes only and should not be considered financial advice. Investment decisions should be made based on individual risk tolerance and thorough due diligence.
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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