Blue Owl Capital (OBDC) Tax Rate (2021 - 2026)
Blue Owl Capital's quarterly Tax Rate came in at 8.96% in Q1 2026, up 233.0% year-on-year from 2.69% in Q1 2025, and up 57.36% quarter-over-quarter from 5.7% in Q4 2025.
Blue Owl Capital has reported Tax Rate for 6 years, with the latest figure at 8.96% in Q1 2026.
- For the quarter ending Q1 2026, Tax Rate rose 233.0% year-over-year to 8.96%; the trailing twelve-month figure through Mar 2026 stood at 5.72% (up 205.0% YoY), and the FY2025 full-year result was 5.54%, up 151.0% from the prior year.
- Tax Rate for Q1 2026 stood at 8.96%, up from 5.7% in the prior quarter.
- The five-year high for Tax Rate was 8.96% in Q1 2026, with the low at 0.58% in Q4 2024.
- Average Tax Rate over 5 years is 4.29%, with a median of 3.41% recorded in 2025.
- Year-over-year, Tax Rate tumbled 409 bps in 2024 and soared 512 bps in 2025.
- Tracing OBDC's Tax Rate over 5 years: stood at 2.71% in 2022, then soared by 72 bps to 4.67% in 2023, then slumped by 88 bps to 0.58% in 2024, then soared by 887 bps to 5.7% in 2025, then jumped by 57 bps to 8.96% in 2026.
- The last three Tax Rate figures came in at 8.96% (Q1 2026), 5.7% (Q4 2025), and 7.33% (Q3 2025), per Business Quant data.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Tax Rate (Qtr) |
|---|---|---|---|---|---|
| 1 | BlackRock | 158.51 Bn | 148.89 Bn | - | 18.16 |
| 2 | Blackstone | 92.68 Bn | 91.63 Bn | - | 13.55 |
| 3 | Kkr | 84.94 Bn | 132.45 Bn | - | 40.05 |
| 4 | Brookfield Asset Management | 77.34 Bn | 77.68 Bn | - | 15.80 |
| 5 | Apollo Global Management | 76.27 Bn | 95.00 Bn | 5.04 Bn | 598.59 |
| 6 | State Street | 44.42 Bn | 18.75 Bn | - | 21.16 |
| 7 | Ameriprise Financial | 41.68 Bn | 41.55 Bn | 4.57 Bn | 20.02 |
| 8 | Northern Trust | 31.21 Bn | 31.21 Bn | - | 24.99 |
| 9 | Ares Management | 28.85 Bn | 32.22 Bn | - | 19.13 |
| 10 | Blue Owl Capital | 5.71 Bn | 5.29 Bn | - | 8.96 |
Historic Data
Download Data| Date | Value |
|---|---|
| Mar 31, 2026 | 8.96 |
| Mar 31, 2026 | 8.96 |
| Dec 31, 2025 | 5.70 |
| Dec 31, 2025 | 5.70 |
| Sep 30, 2025 | 7.33 |
| Sep 30, 2025 | 7.33 |
| Jun 30, 2025 | 3.41 |
| Jun 30, 2025 | 3.41 |
| Mar 31, 2025 | 6.63 |
| Mar 31, 2025 | 6.63 |
| Dec 31, 2024 | 0.58 |
| Dec 31, 2024 | 0.58 |
| Sep 30, 2024 | 5.30 |
| Sep 30, 2024 | 5.30 |
| Jun 30, 2024 | 2.92 |
| Jun 30, 2024 | 2.92 |
| Mar 31, 2024 | 7.61 |
| Mar 31, 2024 | 7.61 |
| Dec 31, 2023 | 4.67 |
| Dec 31, 2023 | 4.67 |
| Sep 30, 2023 | 3.32 |
| Sep 30, 2023 | 3.32 |
| Jun 30, 2023 | 3.01 |
| Jun 30, 2023 | 3.01 |
| Mar 31, 2023 | 4.38 |
| Mar 31, 2023 | 4.38 |
| Dec 31, 2022 | 2.71 |
| Dec 31, 2022 | 2.71 |
| Sep 30, 2022 | 2.39 |
| Sep 30, 2022 | 2.39 |
| Jun 30, 2022 | 2.70 |
| Jun 30, 2022 | 2.70 |
| Mar 31, 2022 | 1.29 |
| Mar 31, 2022 | 1.29 |
| Dec 31, 2021 | 1.28 |
| Dec 31, 2021 | 1.28 |
| Sep 30, 2021 | 2.25 |
| Sep 30, 2021 | 2.25 |