Oaktree Specialty Lending (OCSL) Invested Capital (2009 - 2026)
Oaktree Specialty Lending's Invested Capital came in at $2.32 billion for fiscal Q3 2026 (quarter ended Jun 30, 2026), down 3.9% from $2.41 billion a year earlier and down 0.1% from the prior quarter.
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Analysis
Oaktree Specialty Lending (OCSL) Invested Capital (2009 - 2026) Analysis & Trends
For FY2025 (ended Sep 30, 2025), Oaktree Specialty Lending's Invested Capital was $2.41 billion, down 0.4% from FY2024.
- Invested Capital carries a three-year compound annual growth rate of 7.4% (FY2022 to FY2025).
- Going back by fiscal year, Invested Capital was $2.42 billion in FY2024 (+0.4%), $2.41 billion in FY2023 (+23.7%) and $1.95 billion in FY2022.
- The fiscal Q3 2026 figure represents the lowest quarterly Invested Capital since fiscal Q1 2023.
- Year-over-year, Invested Capital increased in three of the last eight quarters, with an average decline of 1.2%.
- The fastest year-over-year change in Invested Capital over five years came in fiscal Q4 2023 (growth of 23.7%), and the weakest in fiscal Q3 2024 (a decline of 9.1%).
- Business Quant data shows OCSL's Invested Capital at $2.32 billion (Q2 2026), $2.38 billion (Q1 2026) and $2.41 billion (Q4 2025) in the three fiscal quarters before Q3 2026.
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Invested Cap. (Qtr) |
|---|---|---|---|---|---|
| 1 | Rocket Companies | 41.00 Bn | 29.82 Bn | - | 59.93 Bn |
| 2 | Royalty Pharma | 39.88 Bn | 40.21 Bn | - | 18.38 Bn |
| 3 | Orix | 36.75 Bn | 7.39 Bn | 13.83 Bn | 71.63 Bn |
| 4 | Federal National Mortgage Association Fannie Mae | 25.40 Bn | -16,108.71 Bn | - | 4,288.89 Bn |
| 5 | Royal Gold | 23.20 Bn | 22.41 Bn | 402.46 Mn | 7.92 Bn |
| 6 | Affirm Holdings | 22.35 Bn | 15.40 Bn | - | 8.66 Bn |
| 7 | Synchrony Financial | 22.29 Bn | -45.34 Bn | - | 24.66 Bn |
| 8 | Annaly Capital Management | 14.69 Bn | 5.72 Bn | - | 54.27 Bn |
| 9 | Ares Capital | 14.04 Bn | 11.79 Bn | - | 26.98 Bn |
| 10 | Oaktree Specialty Lending | 1.10 Bn | -5,440.22 Bn | - | 2.99 Bn |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 2.99 Bn |
| Mar 31, 2026 | 3.01 Bn |
| Dec 31, 2025 | 3.16 Bn |
| Sep 30, 2025 | 3.04 Bn |
| Jun 30, 2025 | 3.06 Bn |
| Mar 31, 2025 | 3.07 Bn |
| Dec 31, 2024 | 3.14 Bn |
| Sep 30, 2024 | 3.25 Bn |
| Jun 30, 2024 | 3.32 Bn |
| Mar 31, 2024 | 3.25 Bn |
| Dec 31, 2023 | 3.22 Bn |
| Sep 30, 2023 | 3.22 Bn |
| Jun 30, 2023 | 3.29 Bn |
| Mar 31, 2023 | 3.28 Bn |
| Dec 31, 2022 | 2.77 Bn |
| Sep 30, 2022 | 2.61 Bn |
| Jun 30, 2022 | 1.90 Bn |
| Mar 31, 2022 | 1.97 Bn |
| Dec 31, 2021 | 1.96 Bn |
| Sep 30, 2021 | 1.94 Bn |
API Access
Oaktree Specialty Lending Invested Capital API
Pull this series into your own models, spreadsheets and apps with the Business Quant
Historical Metrics API. The request below matches the chart above — change the
frequency, period or values and it follows. Swap YOUR_API_KEY for your own key.
https://data.businessquant.com/historic?slug=invested-capital&ticker=OCSL&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "invested-capital", "ticker": "OCSL", "period": "max", "api_key": "YOUR_API_KEY"}
data = requests.get(url, params=params).json()const res = await fetch("https://data.businessquant.com/historic?slug=invested-capital&ticker=OCSL&period=max&api_key=YOUR_API_KEY");
const data = await res.json();