Oaktree Specialty Lending (OCSL) Assets Average (2022 - 2026)
Oaktree Specialty Lending (OCSL) posted Assets Average of $3.0 billion for Q1 2026, down 1.78% sequentially from $3.1 billion in Q4 2025, and down 2.76% YoY from $3.1 billion in Q1 2025.
Oaktree Specialty Lending (OCSL) Assets Average (2022 - 2026) Analysis & Trends
Oaktree Specialty Lending has reported Assets Average for 5 years, with the latest figure at $3.0 billion in Q1 2026.
- Quarterly Assets Average fell 2.76% year-over-year to $3.0 billion in Q1 2026, while the trailing twelve-month figure through Mar 2026 was $3.0 billion (down 2.76% YoY) and the FY2025 annual result came in at $3.0 billion, down 5.84% from the prior year.
- Assets Average eased to $3.0 billion in Q1 2026 per OCSL's latest filing, from $3.1 billion in the prior quarter.
- Over five years, Assets Average peaked at $3.3 billion in Q2 2023 and troughed at $2.7 billion in Q4 2022.
- A 5-year average of $3.1 billion and a median of $3.1 billion in 2024 frame the typical range for Assets Average.
- The sharpest annual moves came in 2023 and 2025: Assets Average advanced 19.77% in 2023, then retreated 8.71% in 2025.
- Over 5 years, Assets Average stood at $2.7 billion in 2022, then rose by 19.77% to $3.2 billion in 2023, then declined by 3.11% to $3.1 billion in 2024, then fell by 2.88% to $3.1 billion in 2025, then dropped by 1.78% to $3.0 billion in 2026.
- According to Business Quant data, Assets Average over the past three periods registered $3.0 billion, $3.1 billion, and $3.0 billion for Q1 2026, Q4 2025, and Q3 2025 respectively.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Assets Avg. (Qtr) |
|---|---|---|---|---|---|
| 1 | BlackRock | 179.02 Bn | 165.15 Bn | - | 173.06 Bn |
| 2 | Blackstone | 114.47 Bn | 111.96 Bn | - | 49.11 Bn |
| 3 | Kkr | 96.88 Bn | -180.19 Bn | - | - |
| 4 | Brookfield | 93.17 Bn | 45.76 Bn | - | - |
| 5 | Brookfield Asset Management | 83.58 Bn | 82.08 Bn | - | 19.01 Bn |
| 6 | Apollo Global Management | 78.48 Bn | 53.11 Bn | 10.54 Bn | 480.79 Bn |
| 7 | State Street | 51.38 Bn | 51.38 Bn | - | 405.27 Bn |
| 8 | Ameriprise Financial | 51.04 Bn | 39.99 Bn | 4.72 Bn | 191.16 Bn |
| 9 | Raymond James Financial | 33.90 Bn | 20.64 Bn | - | 93.09 Bn |
| 10 | Oaktree Specialty Lending | 1.15 Bn | 1.11 Bn | - | 2.88 Bn |
Historic Data
Download Data| Date | Value |
|---|---|
| Jun 30, 2026 | 2.88 Bn |
| Mar 31, 2026 | 3.00 Bn |
| Dec 31, 2025 | 3.05 Bn |
| Sep 30, 2025 | 2.98 Bn |
| Jun 30, 2025 | 3.02 Bn |
| Mar 31, 2025 | 3.08 Bn |
| Dec 31, 2024 | 3.14 Bn |
| Sep 30, 2024 | 3.26 Bn |
| Jun 30, 2024 | 3.31 Bn |
| Mar 31, 2024 | 3.28 Bn |
| Dec 31, 2023 | 3.24 Bn |
| Sep 30, 2023 | 3.28 Bn |
| Jun 30, 2023 | 3.33 Bn |
| Mar 31, 2023 | 3.04 Bn |
| Dec 31, 2022 | 2.71 Bn |