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Oxford Lane Capital Corp. 8.75% Notes due 2030 (OXLCI)
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Upturn Advisory Summary
01/09/2026: OXLCI (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 6.72% | Avg. Invested days 68 | 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 01/09/2026 |
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 1.15 | 52 Weeks Range 23.09 - 25.54 | Updated Date 06/29/2025 |
52 Weeks Range 23.09 - 25.54 | Updated Date 06/29/2025 | ||
Dividends yield (FY) 3.70% | Basic EPS (TTM) - |
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 76.64% | Operating Margin (TTM) 71.74% |
Management Effectiveness
Return on Assets (TTM) 8.88% | Return on Equity (TTM) 23.94% |
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. 8.75% Notes due 2030
Company Overview
History and Background
Oxford Lane Capital Corp. (NASDAQ: OXLC) is a closed-end management investment company that primarily invests in the debt of, and makes equity-related investments in, U.S. companies. The 8.75% Notes due 2030 represent a specific debt issuance by the company to fund its investment activities. The company was founded in 2010 and has evolved to focus on originating and investing in senior secured loans, unsecured debt, and equity-related securities of U.S. middle-market companies.
Core Business Areas
- Investment in U.S. Middle-Market Companies: Focuses on providing capital to U.S. based companies that typically have EBITDA between $10 million and $100 million, operating in diverse industries.
- Credit Investments: Primarily invests in senior secured loans, unsecured debt, and other debt instruments of these middle-market companies, seeking to generate current income and capital appreciation.
- Equity-Related Investments: May also make equity-related investments, including preferred equity and common equity, in conjunction with its debt investments.
Leadership and Structure
Oxford Lane Capital Corp. is managed by Oxford Lane Capital Corp., an investment adviser. The company's leadership typically includes a CEO, CFO, and a Board of Directors responsible for overseeing the company's strategy and operations.
Top Products and Market Share
Key Offerings
- U.S. Middle-Market Debt Investments: The company's primary 'product' is its investment portfolio, which consists of debt instruments of U.S. middle-market companies. The performance of these investments dictates the company's revenue and profitability. Specific details on market share for individual debt instruments are not publicly disclosed, as it is a bespoke investment strategy. Competitors would include other BDCs and specialized debt funds.
- 8.75% Notes due 2030: This is a specific debt security issued by Oxford Lane Capital Corp. to raise capital. Its 'market share' is not applicable in the traditional sense, but its coupon rate and maturity are key features for investors. Investors in these notes are primarily bondholders, not equity shareholders.
Market Dynamics
Industry Overview
Oxford Lane Capital Corp. operates within the Business Development Company (BDC) and broader credit markets, specifically focusing on middle-market lending. This sector is characterized by a demand for flexible capital solutions for companies that may not have access to traditional bank financing. The industry is influenced by interest rate environments, economic growth, and regulatory changes.
Positioning
Oxford Lane Capital Corp. is positioned as a provider of specialized credit solutions to U.S. middle-market companies. Its competitive advantages may include its investment focus, experienced management team, and ability to originate customized financing.
Total Addressable Market (TAM)
The TAM for middle-market lending is substantial, encompassing a significant portion of the U.S. corporate debt market. While precise TAM figures are dynamic, it is estimated to be in the trillions of dollars. Oxford Lane Capital Corp. aims to capture a share of this market by providing tailored debt and equity solutions.
Upturn SWOT Analysis
Strengths
- Focus on the attractive U.S. middle-market segment.
- Experienced investment management team.
- Ability to generate income through a diversified debt portfolio.
- Established track record of investment.
Weaknesses
- Reliance on market conditions and interest rate fluctuations.
- Potential for credit defaults within the portfolio.
- Leverage can amplify losses.
- Complexity of its investment strategy.
Opportunities
- Continued demand for middle-market financing.
- Potential for strategic acquisitions or partnerships.
- Expansion into new or underserved sectors.
- Favorable economic conditions driving company growth.
Threats
- Rising interest rates increasing borrowing costs.
- Economic recession leading to increased defaults.
- Increased competition from other BDCs and lenders.
- Regulatory changes impacting BDC operations.
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 a range of BDCs and private credit funds that offer similar financing solutions to middle-market companies. Its advantages lie in its investment focus and management expertise, while disadvantages could include its size relative to larger players and the inherent risks of credit investing.
Growth Trajectory and Initiatives
Historical Growth: Historically, Oxford Lane Capital Corp. has grown by originating new investments and managing its existing portfolio to generate returns. Growth is often tied to the deployment of capital and the performance of its underlying investments.
Future Projections: Future projections for Oxford Lane Capital Corp. would depend on market conditions, its ability to access capital, and the performance of its investment strategy. Analyst reports and company guidance would provide insights.
Recent Initiatives: Recent initiatives might include new debt issuances to refinance or raise capital, strategic investments in specific sectors, or adjustments to its investment strategy in response to market trends.
Summary
Oxford Lane Capital Corp. is a BDC focused on U.S. middle-market debt. Its 8.75% Notes due 2030 are a key financing instrument. The company operates in a competitive but substantial market. Strengths include its investment focus and experienced team, but it faces risks from market volatility and potential defaults. Careful management of its credit portfolio and capital structure is crucial for sustained success.
Similar Stocks
Sources and Disclaimers
Data Sources:
- Company SEC Filings (10-K, 10-Q)
- Financial Data Providers (e.g., Bloomberg, Refinitiv)
- Industry Research Reports
Disclaimers:
This information is for informational purposes only and should not be construed as financial advice. Investment decisions should be made after consulting with a qualified financial advisor and conducting independent due diligence. Market share data and TAM are estimates and subject to change.
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. 8.75% Notes due 2030
Exchange NASDAQ | Headquaters Greenwich, CT, United States | ||
IPO Launch date 2024-07-09 | 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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