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OXLCG
Upturn stock rating

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

Upturn stock rating
$25.24
Last Close (24-hour delay)
Profit since last BUY2.44%
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BUY since 42 days
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Upturn Advisory Summary

10/15/2025: OXLCG (1-star) has a low Upturn Star Rating. Not recommended to BUY.

Upturn Star Rating

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 6.23%
Avg. Invested days 46
Today’s Advisory Consider higher Upturn Star rating
Upturn Star Rating upturn star rating icon
Upturn Advisory Performance Upturn Advisory Performance 5.0
Stock Returns Performance Upturn Returns Performance 2.0
Upturn Profits based on simulation Profits based on simulation
Upturn Profits based on simulation Last Close 10/15/2025

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 -

ai summary icon Upturn AI SWOT

Oxford Lane Capital Corp. 7.95% Notes due 2032

stock logo

Company Overview

overview logo History and Background

Oxford Lane Capital Corp. is a non-diversified closed-end management investment company. They provide financing solutions to CLO companies. The 7.95% Notes due 2032 represent a specific debt offering by Oxford Lane.

business area logo Core Business Areas

  • CLO Equity Investments: Investments in equity tranches of CLOs (Collateralized Loan Obligations). These investments represent a residual interest in the underlying pool of loans held by the CLO.
  • CLO Debt Investments: Investments in debt tranches of CLOs. Offerings that Oxford Lane issues to get investors.

leadership logo Leadership and Structure

Oxford Lane Capital Corp. is led by its senior management team. The organizational structure involves investment professionals and operational staff focused on sourcing, analyzing, and managing CLO investments.

Top Products and Market Share

overview logo Key Offerings

  • 7.95% Notes due 2032: These are senior unsecured notes representing debt owed by Oxford Lane. The size of the offering impacts market share. Competitors issuing similar notes include other BDCs and CLO funds. The current outstanding balance is $75 million as of the most recent reporting, but this fluctuates.

Market Dynamics

industry overview logo Industry Overview

The CLO market involves securitization of leveraged loans. Demand for CLOs is influenced by investor appetite for yield and economic conditions. The current outlook is impacted by interest rate changes and credit risk.

Positioning

Oxford Lane is a specialized investor focusing on CLO equity and debt. Its competitive advantage lies in its expertise in analyzing CLO structures and identifying investment opportunities.

Total Addressable Market (TAM)

The total CLO market is estimated in the trillions. Oxford Lane is positioned to capture a fraction of this market through its investments.

Upturn SWOT Analysis

Strengths

  • CLO expertise
  • High yield potential
  • Experienced management team

Weaknesses

  • High leverage
  • Interest rate sensitivity
  • Complex investment structure

Opportunities

  • Growing CLO market
  • Distressed debt opportunities
  • Strategic acquisitions

Threats

  • Economic downturn
  • Increased regulation
  • Rising interest rates

Competitors and Market Share

competitor logo Key Competitors

  • EIC
  • ECC

Competitive Landscape

Oxford Lane competes with other CLO investment managers. Advantages include CLO expertise, but it faces challenges related to market volatility and leverage.

Growth Trajectory and Initiatives

Historical Growth: Growth has been driven by CLO investments and capital raising activities.

Future Projections: Future growth is projected based on CLO market expansion and strategic initiatives.

Recent Initiatives: Recent initiatives include new CLO investments and debt offerings (like the 7.95% notes).

Summary

Oxford Lane Capital Corp. is a specialized investment firm focused on CLOs, offering high-yield potential but with inherent risks. Its expertise in CLO analysis is a strength, but its leveraged structure and sensitivity to interest rates pose challenges. Future success depends on effective CLO management and navigating market fluctuations.

Peer Comparison

Sources and Disclaimers

Data Sources:

  • Company Filings (SEC)
  • Investor Presentations
  • Market Research Reports

Disclaimers:

The information provided is for informational purposes only and should not be considered financial advice. Investment decisions should be based on individual circumstances and professional consultation.

Upturn AI Summarization AI Summarization is directionally correct and might not be accurate.

Upturn AI Summarization Summarized information shown could be a few years old and not current.

Upturn AI Summarization Fundamental Rating based on AI could be based on old data.

Upturn AI Summarization 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.