Waterloo Capital L.P. Has $3.05 Million Stake in Sixth Street Specialty Lending, Inc. $TSLX

Posted by Francis Steltz on May 31st, 2026

Waterloo Capital L.P. grew its holdings in Sixth Street Specialty Lending, Inc. (NYSE:TSLX – Free Report) by 29.5% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 140,396 shares of the financial services provider’s stock after buying an additional 31,992 shares during the period. Waterloo Capital L.P. owned 0.15% of Sixth Street Specialty Lending worth $3,049,000 at the end of the most recent quarter.

A number of other hedge funds also recently made changes to their positions in the business. Van ECK Associates Corp lifted its position in shares of Sixth Street Specialty Lending by 18.0% in the third quarter. Van ECK Associates Corp now owns 2,529,187 shares of the financial services provider’s stock valued at $57,817,000 after buying an additional 385,398 shares during the last quarter. Sound Income Strategies LLC lifted its position in shares of Sixth Street Specialty Lending by 4.5% in the fourth quarter. Sound Income Strategies LLC now owns 2,511,115 shares of the financial services provider’s stock valued at $55,998,000 after buying an additional 108,708 shares during the last quarter. Progeny 3 Inc. lifted its position in shares of Sixth Street Specialty Lending by 1.0% in the second quarter. Progeny 3 Inc. now owns 2,476,398 shares of the financial services provider’s stock valued at $58,963,000 after buying an additional 23,451 shares during the last quarter. Strs Ohio lifted its position in shares of Sixth Street Specialty Lending by 2.4% in the fourth quarter. Strs Ohio now owns 2,154,159 shares of the financial services provider’s stock valued at $46,788,000 after buying an additional 49,986 shares during the last quarter. Finally, UBS Group AG increased its stake in shares of Sixth Street Specialty Lending by 22.8% during the fourth quarter. UBS Group AG now owns 1,616,161 shares of the financial services provider’s stock worth $35,103,000 after purchasing an additional 299,564 shares during the period. 70.25% of the stock is owned by institutional investors and hedge funds.

Insider Buying and Selling at Sixth Street Specialty Lending

In other Sixth Street Specialty Lending news, VP Alan Waxman purchased 200,000 shares of the firm’s stock in a transaction dated Monday, March 9th. The shares were bought at an average price of $18.18 per share, for a total transaction of $3,636,000.00. Following the purchase, the vice president owned 500,000 shares in the company, valued at approximately $9,090,000. This trade represents a 66.67% increase in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, VP Ross Anthony Bruck purchased 8,000 shares of the firm’s stock in a transaction dated Monday, May 11th. The stock was acquired at an average price of $17.76 per share, for a total transaction of $142,080.00. Following the purchase, the vice president owned 18,250 shares in the company, valued at approximately $324,120. The trade was a 78.05% increase in their position. The disclosure for this purchase is available in the SEC filing. In the last quarter, insiders bought 553,000 shares of company stock worth $10,139,230. Corporate insiders own 3.83% of the company’s stock.

Sixth Street Specialty Lending Price Performance

Sixth Street Specialty Lending stock opened at $17.27 on Friday. The stock’s fifty day moving average price is $18.14 and its two-hundred day moving average price is $19.85. Sixth Street Specialty Lending, Inc. has a one year low of $16.96 and a one year high of $25.17. The company has a debt-to-equity ratio of 1.17, a current ratio of 3.39 and a quick ratio of 3.39. The firm has a market cap of $1.64 billion, a PE ratio of 15.02 and a beta of 0.65.

Sixth Street Specialty Lending (NYSE:TSLX – Get Free Report) last posted its quarterly earnings data on Tuesday, May 5th. The financial services provider reported $0.42 EPS for the quarter, missing analysts’ consensus estimates of $0.49 by ($0.07). Sixth Street Specialty Lending had a return on equity of 11.92% and a net margin of 25.25%.The company had revenue of $93.40 million for the quarter, compared to the consensus estimate of $103.14 million. During the same quarter last year, the business earned $0.58 EPS. As a group, research analysts expect that Sixth Street Specialty Lending, Inc. will post 1.71 EPS for the current fiscal year.

Sixth Street Specialty Lending Increases Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Tuesday, June 30th. Shareholders of record on Monday, June 15th will be paid a dividend of $0.42 per share. This is a boost from Sixth Street Specialty Lending’s previous quarterly dividend of $0.01. The ex-dividend date is Monday, June 15th. This represents a $1.68 dividend on an annualized basis and a yield of 9.7%. Sixth Street Specialty Lending’s dividend payout ratio is 160.00%.

Analysts Set New Price Targets

TSLX has been the topic of a number of recent research reports. Royal Bank Of Canada lowered their target price on Sixth Street Specialty Lending from $22.00 to $20.00 and set an “outperform” rating on the stock in a research note on Thursday, May 7th. JPMorgan Chase & Co. lowered their target price on Sixth Street Specialty Lending from $18.50 to $17.50 and set a “neutral” rating on the stock in a research note on Thursday, May 7th. Wall Street Zen lowered Sixth Street Specialty Lending from a “hold” rating to a “sell” rating in a research note on Saturday, May 9th. Zacks Research lowered Sixth Street Specialty Lending from a “hold” rating to a “strong sell” rating in a research note on Thursday, May 7th. Finally, Weiss Ratings lowered Sixth Street Specialty Lending from a “hold (c)” rating to a “hold (c-)” rating in a research note on Monday, May 18th. Five equities research analysts have rated the stock with a Buy rating, two have issued a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat, the stock has a consensus rating of “Moderate Buy” and an average price target of $19.83.

Check Out Our Latest Stock Analysis on Sixth Street Specialty Lending

Sixth Street Specialty Lending Company Profile

(Free Report)

Sixth Street Specialty Lending Inc (NYSE: TSLX) is a closed-end, externally managed business development company that provides flexible debt financing solutions to middle-market companies. The fund primarily targets senior secured loans, unitranche facilities, mezzanine debt, second-lien financings and equity co-investment opportunities. By structuring tailored capital solutions, Sixth Street Specialty Lending seeks to support growth initiatives, recapitalizations and refinancings across a diverse set of industries, including technology, healthcare and business services.

As an affiliate of Sixth Street Partners, a global alternative investment firm, the company leverages the broader platform’s credit research, operational expertise and industry relationships.