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OXLCG
Upturn stock ratingUpturn stock rating

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

Upturn stock ratingUpturn stock rating
$25.06
Last Close (24-hour delay)
Profit since last BUY3.89%
upturn advisory
SELL
SELL since 5 days
  • BUY Advisory
  • SELL Advisory (Profit)​
  • SELL Advisory (Loss)​
  • Profit
  • Loss
  • Pass (Skip investing)
Upturn Stock infoUpturn Stock info Stock price based on last close
*as per simulation
(see disclosures)
Time period over
  • ALL
  • YEAR
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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!

Upturn Star Rating

rating

Not Recommended Performance

These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.

Number of Analysts

rating

0 Analysts rated it

Very few follow this stock; limited insights, higher-risk early investing.

Analysis of Past Performance

Type Stock
Historic Profit 3.89%
Avg. Invested days 49
Today’s Advisory SELL
Upturn Star Rating Upturn stock ratingUpturn stock rating
Upturn Advisory Performance Upturn Advisory Performance 5.0
Stock Returns Performance Upturn Returns Performance 1.0
Upturn Profits based on simulationUpturn Profits based on simulation Profits based on simulation
Upturn Profits based on simulationUpturn Profits based on simulation Last Close 08/14/2025

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 -
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Percent Insiders -
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ai summary icon Upturn AI SWOT

Oxford Lane Capital Corp. 7.95% Notes due 2032

stock logo

Company Overview

overview logo 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.

business area logo 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 logo 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

overview logo 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 logo 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

competitor logo 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.

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

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

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

Upturn AI SummarizationUpturn 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.