Sixth Street Specialty Lending Inc Dossier
Outlook & Key Dates
Estimates, guidance, catalysts, and upcoming events
Analyst Estimates Learn more →
5-Yr Fwd EPS Growth
-6.0%projected annual EPS growth
Analyst Coverage
11analysts covering
FY EPS (est.)
$1.74next fiscal year
Monitoring Framework
Key Performance Indicators
Net Asset Value (NAV) per Share Quarterly16.2Target: Stable or growing NAV per share (recovering toward historical levels above $16.90)
Net Investment Income (NII) per Share Quarterly0.4Target: 0.42 or higher to maintain base dividend coverage
Grade 2 Watch-List Loans (% of Portfolio) Quarterly940.0%Target: Below 5.0% (reversing recent sequential creep from 2.5%)
Non-Accruals at Fair Value (% of Portfolio) Quarterly140.0%Target: Below 1.0% (industry-leading credit quality benchmark)
Watch Items
- Credit Grade Migration (Grade 2 Creep)Trigger: Grade 2 loans exceeding 12% of the total portfolioAction: Re-evaluate underwriting standards and assess potential non-accrual risks for watch-list borrowers.
- Base Dividend Coverage ShortfallTrigger: Quarterly NII per share falling below $0.42Action: Review spillover dividend buffer ($1.15/share) and evaluate the sustainability of the $0.42 base dividend framework.
- Leverage Ratio (Debt-to-Equity)Trigger: Debt-to-equity ratio exceeding 1.25xAction: Restrict debt-funded originations and prioritize repayments to remain within the target regulatory leverage range.
Research as of 20 Jun 2026