Home 
Today's Top Picks 
Top Performers 
Watchlist 
My Robo Portfolios 
ETF Zone 
Help & Tutorial 
Cancel anytime
- Chart
- Upturn Summary
- Highlights
- Valuation
- Analyst Ratings
Upturn AI SWOT - About
OXLCN 
Oxford Lane Capital Corp. 7.125% Series 2029 Term Preferred Stock (OXLCN)
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- Pass (Skip investing)
Stock price based on last close (see disclosures)
- ALL
- YEAR
- MONTH
- WEEK
Upturn Advisory Summary
02/27/2025: 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.
AI Based Fundamental Rating
Outstanding Performance
These Stocks/ETFs, based on Upturn Advisory, have historically outperformed the market, making them a top-tier choice for investors.
Analysis of Past Performance
Type Stock | Historic Profit 9.69% | Avg. Invested days 91 | 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 02/27/2025 |
Key Highlights
Company Size ETF | Market Capitalization 0 USD | Price to earnings Ratio 27.68 | 1Y Target Price - |
Price to earnings Ratio 27.68 | 1Y Target Price - | ||
Volume (30-day avg) 1685 | Beta 1.15 | 52 Weeks Range 21.70 - 24.24 | Updated Date 04/1/2025 |
52 Weeks Range 21.70 - 24.24 | Updated Date 04/1/2025 | ||
Dividends yield (FY) 7.39% | Basic EPS (TTM) 0.87 |
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 51.99% | Operating Margin (TTM) 72.26% |
Management Effectiveness
Return on Assets (TTM) 8.8% | Return on Equity (TTM) 14.24% |
Valuation
Trailing PE 27.68 | Forward PE - | Enterprise Value 8447087104 | Price to Sales(TTM) - |
Enterprise Value 8447087104 | Price to Sales(TTM) - | ||
Enterprise Value to Revenue - | Enterprise Value to EBITDA - | Shares Outstanding - | Shares Floating - |
Shares Outstanding - | Shares Floating - | ||
Percent Insiders - | Percent Institutions - |
Analyst Ratings
Rating - | Target Price - | Buy - | Strong Buy - |
Buy - | Strong Buy - | ||
Hold - | Sell - | Strong Sell - | |
Strong Sell - |
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 that focuses on CLO investments. The 7.125% Series 2029 Term Preferred Stock represents a specific preferred equity offering. Founded to capitalize on CLO debt and equity, Oxford Lane has evolved to become a significant player in this niche market.
Core Business Areas
- CLO Investments: Investing in structured credit products, specifically collateralized loan obligations (CLOs), across different tranches.
Leadership and Structure
Oxford Lane Capital Corp. has a management team led by its CEO and a board of directors overseeing the company's investment strategy and operations.
Top Products and Market Share
Key Offerings
- Preferred Stock (OXSQ): 7.125% Series 2029 Term Preferred Stock, a senior security providing fixed income to investors. The preferred stock market is quite crowded, but is highly specialized, so typical direct competitors aren't readily available outside of similar investment companies.
Market Dynamics
Industry Overview
The CLO market is influenced by macroeconomic conditions, interest rates, and credit spreads. Demand for CLOs from institutional investors impacts pricing and returns.
Positioning
Oxford Lane focuses specifically on CLOs, giving it an expertise, but makes it sensitive to CLO market fluctuations.
Total Addressable Market (TAM)
The CLO market is worth approximately $1.3 Trillion. Oxford Lane Capital Corp. 7.125% Series 2029 Term Preferred Stock is positioned to take advantage of the high yield, but that is also associated with higher risk.
Upturn SWOT Analysis
Strengths
- Specialized expertise in CLOs
- High current yield on preferred stock
- Experienced management team
Weaknesses
- Concentrated investment strategy (CLOs only)
- Sensitivity to CLO market downturns
- Reliance on macroeconomic conditions
Opportunities
- Expansion into new CLO tranches or strategies
- Rising interest rates benefiting CLO returns
- Increased demand for CLOs from institutional investors
Threats
- Economic recession impacting CLO performance
- Increased regulation of the CLO market
- Rising interest rates decreasing demand for fixed income
Competitors and Market Share
Key Competitors
- ECC
- OXLC
- ARCC
Competitive Landscape
Oxford Lane Capital Corp. competes with other CLO investment funds and BDCs for capital and investment opportunities. Advantages include specialized expertise and access to CLO deals. Disadvantages include market concentration and sensitivity to economic conditions.
Major Acquisitions
Growth Trajectory and Initiatives
Historical Growth: Track Oxford Lane Capital Corp.'s asset base and CLO portfolio size over time to assess historical growth.
Future Projections: Analysts provide estimates for Oxford Lane Capital Corp.'s earnings and dividend growth. Projections depend on CLO market conditions.
Recent Initiatives: Look for new CLO investments, changes in portfolio composition, and any strategic initiatives to enhance shareholder value.
Summary
Oxford Lane Capital Corp., through its preferred stock OXSQ, offers investors a high yield based on CLO investments. Its strength lies in CLO specialization, but this focus also creates vulnerability to CLO market downturns and broader economic issues. Financial performance hinges on macroeconomic factors and the company's portfolio management. The key to success is to ensure the company has enough liquidity to cover its dividend obligations.
Similar Companies
ARCC
Ares Capital Corporation
ARCC
Ares Capital Corporation
ECC
Eagle Point Credit Company Inc.
ECC
Eagle Point Credit Company Inc.
OXLC
Oxford Lane Capital Corp
OXLC
Oxford Lane Capital Corp
Sources and Disclaimers
Data Sources:
- Oxford Lane Capital Corp. Investor Relations, SEC Filings, Analyst Reports
Disclaimers:
This analysis is for informational purposes only and does not constitute investment advice. Financial data is subject to change. Market share percentages are estimates and can vary.
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.
Upturn is now on iOS and Android!
Experience Upturn on your mobile. Install it now!
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.