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Growth Metrics

Oaktree Specialty Lending (OCSL) Equity Average (2021 - 2026)

Oaktree Specialty Lending recorded quarterly Equity Average of $1.4 billion in Q1 2026, down 2.89% quarter-over-quarter from $1.5 billion in Q4 2025, and down 3.65% year-over-year from $1.5 billion in Q1 2025.

Oaktree Specialty Lending's Equity Average history runs 6 years deep, the most recent figure standing at $1.4 billion for Q1 2026.

  • In Q1 2026, Equity Average fell 3.65% year-over-year to $1.4 billion; the TTM figure through Mar 2026 stood at $1.4 billion (down 3.65% YoY), while the FY2025 annual figure was $1.5 billion, down 1.66% from the prior year.
  • Equity Average came in at $1.4 billion for Q1 2026 at Oaktree Specialty Lending, down from $1.5 billion in the prior quarter.
  • In the past five years, Equity Average ranged from a high of $1.5 billion in Q1 2024 to a low of $1.2 billion in Q4 2022.
  • A 5-year average of $1.4 billion and a median of $1.5 billion in 2024 frame the typical range for Equity Average.
  • Across the five-year window, Equity Average decreased 7.22% in 2022 and increased 23.69% in 2023, its largest moves.
  • Oaktree Specialty Lending's Equity Average stood at $1.2 billion in 2022, then climbed by 23.69% to $1.5 billion in 2023, then retreated by 2.97% to $1.5 billion in 2024, then retreated by 1.21% to $1.5 billion in 2025, then fell by 2.89% to $1.4 billion in 2026.
  • According to Business Quant data, Equity Average over the past three periods registered $1.4 billion, $1.5 billion, and $1.5 billion for Q1 2026, Q4 2025, and Q3 2025 respectively.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Equity Avg. (Qtr)
1 BlackRock 158.51 Bn 148.89 Bn - 56.51 Bn
2 Blackstone 92.68 Bn 91.63 Bn - 14.44 Bn
3 Kkr 84.94 Bn 132.45 Bn - 54.71 Bn
4 Brookfield Asset Management 77.34 Bn 77.68 Bn - 8.75 Bn
5 Apollo Global Management 76.27 Bn 95.00 Bn 5.04 Bn 41.02 Bn
6 State Street 44.42 Bn 18.75 Bn - -
7 Ameriprise Financial 41.68 Bn 41.55 Bn 4.57 Bn 6.38 Bn
8 Northern Trust 31.21 Bn 31.21 Bn - 12.97 Bn
9 Ares Management 28.85 Bn 32.22 Bn - 6.32 Bn
10 Oaktree Specialty Lending 1.06 Bn 1.01 Bn - 1.41 Bn

Historic Data

Download Data 🔒
DateValue
Mar 31, 2026 1.41 Bn
Dec 31, 2025 1.45 Bn
Sep 30, 2025 1.47 Bn
Jun 30, 2025 1.48 Bn
Mar 31, 2025 1.46 Bn
Dec 31, 2024 1.47 Bn
Sep 30, 2024 1.49 Bn
Jun 30, 2024 1.51 Bn
Mar 31, 2024 1.52 Bn
Dec 31, 2023 1.51 Bn
Sep 30, 2023 1.51 Bn
Jun 30, 2023 1.51 Bn
Mar 31, 2023 1.36 Bn
Dec 31, 2022 1.22 Bn
Sep 30, 2022 1.25 Bn
Jun 30, 2022 1.30 Bn
Mar 31, 2022 1.33 Bn
Dec 31, 2021 1.32 Bn