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| Date | Value |
|---|---|
| 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 |