Oaktree Specialty Lending (OCSL) Liabilities and Shareholders Equity (2022 - 2026)
Oaktree Specialty Lending recorded quarterly Liabilities and Shareholders Equity of $2.9 billion in Q1 2026, down 6.58% quarter-over-quarter from $3.1 billion in Q4 2025, and down 6.0% year-over-year from $3.1 billion in Q1 2025.
Oaktree Specialty Lending's Liabilities and Shareholders Equity history runs 5 years deep, the most recent figure standing at $2.9 billion for Q1 2026.
- In Q1 2026, Liabilities and Shareholders Equity fell 6.0% year-over-year to $2.9 billion; the TTM figure through Mar 2026 stood at $12.0 billion (down 5.71% YoY), while the FY2025 annual figure was $3.0 billion, down 6.11% from the prior year.
- Liabilities and Shareholders Equity came in at $2.9 billion for Q1 2026 at Oaktree Specialty Lending, down from $3.1 billion in the prior quarter.
- In the past five years, Liabilities and Shareholders Equity ranged from a high of $3.3 billion in Q2 2023 to a low of $2.6 billion in Q3 2022.
- A 5-year average of $3.1 billion and a median of $3.1 billion in 2025 frame the typical range for Liabilities and Shareholders Equity.
- Across the five-year window, Liabilities and Shareholders Equity rose 21.6% in 2023 and retreated 10.78% in 2025, its largest moves.
- Oaktree Specialty Lending's Liabilities and Shareholders Equity stood at $2.8 billion in 2022, then rose by 18.03% to $3.3 billion in 2023, then dropped by 5.58% to $3.1 billion in 2024, then advanced by 0.47% to $3.1 billion in 2025, then retreated by 6.58% to $2.9 billion in 2026.
- According to Business Quant data, Liabilities and Shareholders Equity over the past three periods registered $2.9 billion, $3.1 billion, and $3.0 billion for Q1 2026, Q4 2025, and Q3 2025 respectively.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Liabilities and Shareholders Equity (Qtr) |
|---|---|---|---|---|---|
| 1 | BlackRock | 158.51 Bn | 148.89 Bn | - | 170.24 Bn |
| 2 | Blackstone | 92.68 Bn | 91.63 Bn | - | 48.33 Bn |
| 3 | Kkr | 84.94 Bn | 132.45 Bn | - | 412.08 Bn |
| 4 | Brookfield Asset Management | 77.34 Bn | 77.68 Bn | - | 17.94 Bn |
| 5 | Apollo Global Management | 76.27 Bn | 95.00 Bn | 5.04 Bn | 467.53 Bn |
| 6 | State Street | 44.42 Bn | 18.75 Bn | - | 392.17 Bn |
| 7 | Ameriprise Financial | 41.68 Bn | 41.55 Bn | 4.57 Bn | 184.45 Bn |
| 8 | Northern Trust | 31.21 Bn | 31.21 Bn | - | 174.57 Bn |
| 9 | Ares Management | 28.85 Bn | 32.22 Bn | - | 28.39 Bn |
| 10 | Oaktree Specialty Lending | 1.06 Bn | 1.01 Bn | - | 2.89 Bn |
Historic Data
Download Data| Date | Value |
|---|---|
| Mar 31, 2026 | 2.89 Bn |
| Dec 31, 2025 | 3.10 Bn |
| Sep 30, 2025 | 3.00 Bn |
| Jun 30, 2025 | 2.96 Bn |
| Mar 31, 2025 | 3.08 Bn |
| Dec 31, 2024 | 3.08 Bn |
| Sep 30, 2024 | 3.20 Bn |
| Jun 30, 2024 | 3.32 Bn |
| Mar 31, 2024 | 3.30 Bn |
| Dec 31, 2023 | 3.27 Bn |
| Sep 30, 2023 | 3.22 Bn |
| Jun 30, 2023 | 3.34 Bn |
| Mar 31, 2023 | 3.32 Bn |
| Dec 31, 2022 | 2.77 Bn |
| Sep 30, 2022 | 2.65 Bn |