Oaktree Specialty Lending (OCSL) Equity Ratio (2022 - 2026)
Oaktree Specialty Lending recorded quarterly Equity Ratio of 0.48 in Q1 2026, up 3.01% quarter-over-quarter from 0.46 in Q4 2025, and little changed year-over-year from 0.48 in Q1 2025.
Oaktree Specialty Lending's Equity Ratio history runs 5 years deep, the most recent figure standing at 0.48 for Q1 2026.
- In Q1 2026, Equity Ratio changed 0.33% year-over-year to 0.48; the TTM figure through Mar 2026 stood at 0.48 (changed 0.33% YoY), while the FY2025 annual figure was 0.49, up 4.93% from the prior year.
- Equity Ratio came in at 0.48 for Q1 2026 at Oaktree Specialty Lending, up from 0.46 in the prior quarter.
- In the past five years, Equity Ratio ranged from a high of 0.5 in Q2 2025 to a low of 0.43 in Q4 2022.
- A 5-year average of 0.47 and a median of 0.47 in 2024 frame the typical range for Equity Ratio.
- On a YoY basis, Equity Ratio climbed as much as 10.6% in 2025 and fell as far as 1.4% in 2025.
- Oaktree Specialty Lending's Equity Ratio stood at 0.43 in 2022, then advanced by 6.55% to 0.46 in 2023, then gained by 1.58% to 0.47 in 2024, then declined by 1.4% to 0.46 in 2025, then grew by 3.01% to 0.48 in 2026.
- According to Business Quant data, Equity Ratio over the past three periods registered 0.48, 0.46, and 0.49 for Q1 2026, Q4 2025, and Q3 2025 respectively.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Equity Ratio (Qtr) |
|---|---|---|---|---|---|
| 1 | BlackRock | 158.51 Bn | 148.89 Bn | - | 0.33 |
| 2 | Blackstone | 92.68 Bn | 91.63 Bn | - | 0.17 |
| 3 | Kkr | 84.94 Bn | 132.45 Bn | - | 0.07 |
| 4 | Brookfield Asset Management | 77.34 Bn | 77.68 Bn | - | 0.48 |
| 5 | Apollo Global Management | 76.27 Bn | 95.00 Bn | 5.04 Bn | 0.08 |
| 6 | State Street | 44.42 Bn | 18.75 Bn | - | - |
| 7 | Ameriprise Financial | 41.68 Bn | 41.55 Bn | 4.57 Bn | 0.03 |
| 8 | Northern Trust | 31.21 Bn | 31.21 Bn | - | 0.07 |
| 9 | Ares Management | 28.85 Bn | 32.22 Bn | - | 0.29 |
| 10 | Oaktree Specialty Lending | 1.06 Bn | 1.01 Bn | - | 0.48 |
Historic Data
Download Data| Date | Value |
|---|---|
| Mar 31, 2026 | 0.48 |
| Dec 31, 2025 | 0.46 |
| Sep 30, 2025 | 0.49 |
| Jun 30, 2025 | 0.50 |
| Mar 31, 2025 | 0.48 |
| Dec 31, 2024 | 0.47 |
| Sep 30, 2024 | 0.47 |
| Jun 30, 2024 | 0.45 |
| Mar 31, 2024 | 0.46 |
| Dec 31, 2023 | 0.46 |
| Sep 30, 2023 | 0.47 |
| Jun 30, 2023 | 0.45 |
| Mar 31, 2023 | 0.46 |
| Dec 31, 2022 | 0.43 |
| Sep 30, 2022 | 0.47 |