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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
08/14/2025: 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.
Number of Analysts
0 Analysts rated it
Very few follow this stock; limited insights, higher-risk early investing.
Analysis of Past Performance
Type Stock | Historic Profit 15.89% | Avg. Invested days 92 | 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 08/14/2025 |
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, with a stated maturity date in 2029 and a fixed dividend rate of 7.125%.
Core Business Areas
- Collateralized Loan Obligations (CLOs): Invests primarily in CLO equity and debt tranches. 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 specific organizational structure can be found in their SEC filings.
Top Products and Market Share
Key Offerings
- Preferred Stock (OCXSQ): This specific series offers a fixed dividend rate. Market share is not directly applicable to this offering, as it is a series of preferred stock from a specific issuer.
Market Dynamics
Industry Overview
The CLO market is influenced by broader credit market conditions, interest rates, and economic growth. CLOs provide funding for leveraged loans.
Positioning
Oxford Lane Capital Corp. focuses on CLO investments, which can offer high yield but also carry significant risk. OCXSQ provides a more predictable income stream than OXLC.
Total Addressable Market (TAM)
The TAM of the CLO market is substantial, reaching hundreds of billions of dollars. Oxford Lane is a smaller player focused on specific segments within this large market.
Upturn SWOT Analysis
Strengths
- Fixed dividend rate (7.125%)
- Term maturity date in 2029
- Provides income stream
Weaknesses
- Sensitivity to interest rate changes
- Credit risk related to underlying CLOs
- Liquidity risk
Opportunities
- Rising interest rates could increase profitability if CLO yields increase faster than funding costs
- Expanding CLO market
- Strategic acquisitions of CLOs
Threats
- Economic downturn leading to increased loan defaults
- Increased regulation of CLOs
- Rising interest rates increasing funding costs
Competitors and Market Share
Key Competitors
Competitive Landscape
As a series of preferred stock, OCXSQ doesn't have direct competitors in terms of market share. It competes for investment dollars within the fixed income market.
Growth Trajectory and Initiatives
Historical Growth: OXLC's growth is tied to the overall CLO market. OCXSQ's performance depends on OXLC's ability to maintain dividend payments.
Future Projections: Future projections are dependent on the broader CLO market and interest rate environment. Analyst estimates for OXLC may provide insight.
Recent Initiatives: Review OXLC's press releases and SEC filings for recent strategic initiatives.
Summary
Oxford Lane Capital Corp. is a CLO-focused investment company. OCXSQ offers a fixed income stream with a term maturity. The performance depends on OXLC's management and the overall health of the CLO market. Investors should be aware of interest rate and credit risks.
Peer Comparison
Sources and Disclaimers
Data Sources:
- SEC Filings (10-K, 10-Q, 8-K)
- Company Website
- Financial News Outlets
Disclaimers:
This analysis is for informational purposes only and does not constitute financial advice. Investors should conduct their own due diligence before making investment decisions.
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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