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Upturn AI SWOT - About
OXLCN 
Oxford Lane Capital Corp. 7.125% Series 2029 Term Preferred Stock (OXLCN)
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Upturn Advisory Summary
10/15/2025: OXLCN (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 13.12% | Avg. Invested days 85 | 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 10/15/2025 |
Key Highlights
Company Size ETF | Market Capitalization 0 USD | Price to earnings Ratio 27.62 | 1Y Target Price - |
Price to earnings Ratio 27.62 | 1Y Target Price - | ||
Volume (30-day avg) - | Beta 0.79 | 52 Weeks Range 22.17 - 24.28 | Updated Date 06/29/2025 |
52 Weeks Range 22.17 - 24.28 | Updated Date 06/29/2025 | ||
Dividends yield (FY) 7.40% | Basic EPS (TTM) 0.87 |
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 11.26% | Operating Margin (TTM) 72.59% |
Management Effectiveness
Return on Assets (TTM) 8.49% | Return on Equity (TTM) 3.1% |
Valuation
Trailing PE 27.62 | Forward PE - | Enterprise Value 11309502464 | Price to Sales(TTM) - |
Enterprise Value 11309502464 | 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. 7.125% Series 2029 Term Preferred Stock
Company Overview
History and Background
Oxford Lane Capital Corp. is a closed-end management investment company. The 7.125% Series 2029 Term Preferred Stock (OCXSQ) is a specific series of preferred stock issued by Oxford Lane. Oxford Lane invests primarily in CLO equity and debt tranches.
Core Business Areas
- CLO Equity Investments: Investments in the equity tranches of Collateralized Loan Obligations (CLOs).
- CLO Debt Investments: Investments in the debt tranches of CLOs.
- Other Credit Investments: Investments in other structured credit and direct lending opportunities.
Leadership and Structure
The leadership team consists of the CEO, CFO, and other key executives responsible for investment strategy and portfolio management. Oxford Lane is structured as a registered investment company.
Top Products and Market Share
Key Offerings
- CLO Equity: Investments in CLO equity tranches, which offer potentially high returns but also carry significant risk. Market share data is not readily available due to the fragmented nature of CLO equity ownership. Competitors include other BDCs and investment funds specializing in CLOs.
- CLO Debt: Investments in CLO debt tranches, providing a more stable income stream compared to equity tranches. Market share is also difficult to ascertain due to the numerous participants in the CLO market. Competitors include other BDCs and investment funds.
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.
Positioning
Oxford Lane is positioned as a specialist investor in CLO equity and debt, seeking to generate high current income and capital appreciation.
Total Addressable Market (TAM)
The CLO market is several hundred billion dollars. Oxford Lane's positioning is to capture a portion of the higher-yielding, riskier CLO equity and debt tranches.
Upturn SWOT Analysis
Strengths
- Specialized expertise in CLO investing
- High current income potential
- Experienced management team
Weaknesses
- High risk associated with CLO equity investments
- Sensitivity to interest rate changes
- Reliance on the leveraged loan market
Opportunities
- Growth in the CLO market
- Increased demand for alternative income investments
- Potential for capital appreciation
Threats
- Economic downturn leading to loan defaults
- Increased regulation of the CLO market
- Increased competition from other CLO investors
Competitors and Market Share
Key Competitors
- ECC
- OXLC
- EIC
Competitive Landscape
Oxford Lane competes with other BDCs and investment funds specializing in CLOs. Competitive advantages include specialized expertise and an experienced management team.
Growth Trajectory and Initiatives
Historical Growth: Growth is tied to Oxford Lane's ability to deploy capital into CLO investments and manage its portfolio effectively.
Future Projections: Future growth depends on the overall health of the CLO market and Oxford Lane's ability to source attractive investment opportunities.
Recent Initiatives: Oxford Lane continues to actively manage its CLO portfolio and seek new investment opportunities.
Summary
Oxford Lane Capital Corp.'s 7.125% Series 2029 Term Preferred Stock (OCXSQ) offers a fixed income stream through its consistent dividend payments, making it an attractive option for income-seeking investors. However, investors should be aware of the risks associated with Oxford Lane's investments in CLO equity and debt, including potential economic downturns and regulatory changes. The company's specialized expertise in CLO investing is a key strength, while its reliance on the leveraged loan market poses a threat. Monitoring the overall health of the CLO market is crucial for assessing the performance of OCXSQ.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Oxford Lane Capital Corp. SEC Filings
- Company Website
- Market Data Providers
Disclaimers:
This analysis is for informational purposes only and does not constitute financial advice. Investment decisions should be based on individual risk tolerance and 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. 7.125% Series 2029 Term Preferred Stock
Exchange NASDAQ | Headquaters Greenwich, CT, United States | ||
IPO Launch date 2014-06-02 | CEO & Interested Director Mr. Jonathan H. Cohen | ||
Sector Financial Services | Industry Asset Management | 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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