Shares of several financial companies moved higher during the afternoon session as the broader market advanced and investors reacted more calmly to geopolitical tensions. Support came from gains in major US indices, including the S&P 500 and Dow Jones, despite continued increases in oil prices.

Additional позитив came from the airline sector, where Delta Air Lines raised its revenue outlook, citing stronger demand. Investor sentiment was also supported by signals that international tensions could ease, helping equities recover part of their earlier losses.

Against this backdrop, Payoneer shares rose about 3.1%, PROG gained around 2.9%, Hercules Capital added 3.3%, Oaktree Specialty Lending climbed 3.7%, and Sixth Street Specialty Lending increased by roughly 2.9%. The gains were mainly seen in specialty finance companies.

At the same time, Oaktree Specialty Lending remains under pressure year-to-date, down about 12% and trading well below last year’s highs. Analysts note that interest in such stocks may reflect a rotation from tech into more stable and undervalued sectors as investors take profits in growth names.