Oaktree Specialty Lending OCSL
NASDAQ OCSL
$12.99 -0.12 (-0.92%)
At close: Aug 21, 2026 · 4:00 PM EDT

Oaktree Specialty Lending (OCSL) Investment Income (2021 - 2026)

Oaktree Specialty Lending (OCSL) posted Investment Income of -$53.3 million for Q1 2026, down 71.25% sequentially from -$31.1 million in Q4 2025, and up 52.61% YoY from -$34.9 million in Q1 2025.

Oaktree Specialty Lending (OCSL) Investment Income (2021 - 2026) Analysis & Trends

Oaktree Specialty Lending has reported Investment Income for 6 years, with the latest figure at -$53.3 million in Q1 2026.

  • Quarterly Investment Income rose 52.61% year-over-year to -$53.3 million in Q1 2026, while the trailing twelve-month figure through Mar 2026 was -$304.2 million (up 6.18% YoY) and the FY2025 annual result came in at -$118.7 million, down 1.34% from the prior year.
  • Investment Income retreated to -$53.3 million in Q1 2026 per OCSL's latest filing, from -$31.1 million in the prior quarter.
  • Over five years, Investment Income peaked at -$25.6 million in Q4 2022 and troughed at -$112.4 million in Q1 2025.
  • A 5-year average of -$60.9 million and a median of -$53.3 million in 2026 frame the typical range for Investment Income.
  • The sharpest annual moves came in 2022 and 2026: Investment Income plunged 460.41% in 2022, then jumped 52.61% in 2026.
  • Over 5 years, Investment Income stood at -$25.6 million in 2022, then plunged by 31.28% to -$33.7 million in 2023, then retreated by 10.13% to -$37.1 million in 2024, then advanced by 16.1% to -$31.1 million in 2025, then plunged by 71.25% to -$53.3 million in 2026.
  • According to Business Quant data, Investment Income over the past three periods registered -$53.3 million, -$31.1 million, and -$107.5 million for Q1 2026, Q4 2025, and Q2 2025 respectively.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Inv. Income (Qtr)
1 BlackRock 179.54 Bn 165.67 Bn - -
2 Blackstone 114.83 Bn 112.32 Bn - -
3 Kkr 97.26 Bn -179.81 Bn - -
4 Brookfield 93.07 Bn 45.66 Bn - -
5 Brookfield Asset Management 83.46 Bn 81.96 Bn - -
6 Apollo Global Management 78.41 Bn 53.04 Bn 10.54 Bn -
7 State Street 51.66 Bn 51.66 Bn - -
8 Ameriprise Financial 51.12 Bn 40.07 Bn 4.72 Bn -
9 Raymond James Financial 33.99 Bn 20.74 Bn - -
10 Oaktree Specialty Lending 1.15 Bn 1.11 Bn - -1.58 Mn

Historic Data

Download Data
DateValue
Jun 30, 2026 -1.58 Mn
Mar 31, 2026 -53.25 Mn
Dec 31, 2025 -31.10 Mn
Jun 30, 2025 -107.50 Mn
Mar 31, 2025 -112.37 Mn
Dec 31, 2024 -37.06 Mn
Jun 30, 2024 -109.14 Mn
Mar 31, 2024 -65.68 Mn
Dec 31, 2023 -33.65 Mn
Jun 30, 2023 -61.82 Mn
Mar 31, 2023 -50.09 Mn
Dec 31, 2022 -25.64 Mn
Jun 30, 2022 -78.20 Mn
Mar 31, 2022 -25.66 Mn
Dec 31, 2021 7.11 Mn