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Oxford Lane Capital Corp. 8.75% Notes due 2030 (OXLCI)
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Upturn Advisory Summary
11/04/2025: 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 5.02% | Avg. Invested days 56 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  4.0 | Stock Returns Performance  2.0 |
| Profits based on simulation | Last Close 11/04/2025 |
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 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. is a closed-end management investment company focusing on Collateralized Loan Obligations (CLOs). The 8.75% Notes due 2030 represent a specific debt offering by the company. Oxford Lane was founded in 2010 and has since focused on CLO investments.
Core Business Areas
- CLO Investments: Oxford Lane invests in equity and junior debt tranches of CLOs. CLOs are structured finance products that pool together a portfolio of loans.
Leadership and Structure
Oxford Lane Capital Corp. is led by its executive management team. The company operates as a fund managed by an external investment advisor.
Top Products and Market Share
Key Offerings
- CLO Equity Investments: Oxford Lane's primary offering is its investment in CLO equity tranches. These investments provide high potential returns but also carry significant risk. Market share data specific to the equity portion of CLOs is not readily available. Competitors include other BDCs and hedge funds investing in CLOs.
- CLO Debt Investments: Oxford Lane also invests in CLO debt tranches. These investments generally provide more stable returns than equity investments but with lower potential upside. Competitors include other BDCs and hedge funds investing in CLOs.
Market Dynamics
Industry Overview
The CLO market is influenced by factors such as interest rates, credit spreads, and the overall health of the leveraged loan market. Currently, the market is experiencing volatility due to economic uncertainty.
Positioning
Oxford Lane is a niche player specializing in CLO investments. Its competitive advantage lies in its expertise in CLO analysis and selection.
Total Addressable Market (TAM)
The total CLO market is significant, estimated in the trillions of dollars. Oxford Lane's positioning allows it to capture a small segment of the CLO market, primarily focusing on equity and junior debt tranches.
Upturn SWOT Analysis
Strengths
- Specialized expertise in CLO investments
- High potential returns from CLO equity investments
- Experienced management team
Weaknesses
- High risk associated with CLO equity investments
- Reliance on external investment advisor
- Sensitivity to interest rate fluctuations
Opportunities
- Growth in the CLO market
- Increased demand for alternative investments
- Potential for strategic acquisitions
Threats
- Economic recession
- Increased regulatory scrutiny of CLOs
- Rising interest rates
Competitors and Market Share
Key Competitors
- ECC
- OXSQ
- OCSI
Competitive Landscape
Oxford Lane faces competition from other BDCs and investment firms that invest in CLOs. Its success depends on its ability to generate superior returns while managing risk effectively.
Growth Trajectory and Initiatives
Historical Growth: Historical growth is linked to the overall CLO market and the company's ability to identify and invest in attractive CLO tranches.
Future Projections: Future growth depends on market conditions and the company's investment strategy. Analyst estimates vary depending on the economic outlook.
Recent Initiatives: Recent initiatives likely include strategic CLO investments and efforts to manage risk within the portfolio.
Summary
Oxford Lane Capital Corp. is a niche player in the CLO market, specializing in high-yield, high-risk equity and junior debt tranches. The company's strengths lie in its CLO expertise and potential for high returns. However, it faces risks associated with CLO investments, interest rate fluctuations, and economic uncertainty. The success of Oxford Lane is tied to its ability to select attractive CLO investments and manage risk effectively.
Similar Stocks
Sources and Disclaimers
Data Sources:
- Oxford Lane Capital Corp. SEC filings
- Market research reports
- Analyst estimates
Disclaimers:
The information provided is for informational purposes only and should not be considered investment advice. Investment decisions should be based on individual risk tolerance and financial circumstances.
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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