Oaktree Specialty Lending (OCSL) Liabilities and Shareholders Equity (2022 - 2026)
Oaktree Specialty Lending's Liabilities and Shareholders Equity came in at $2.86 billion for fiscal Q3 2026 (quarter ended Jun 30, 2026), down 3.6% from $2.96 billion a year earlier and down 1.3% from the prior quarter.
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Analysis
Oaktree Specialty Lending (OCSL) Liabilities and Shareholders Equity (2022 - 2026) Analysis & Trends
At the end of FY2025 (ended Sep 30, 2025), Oaktree Specialty Lending's Liabilities and Shareholders Equity was $3 billion, down 6.1% from FY2024.
- Liabilities and Shareholders Equity carries a three-year compound annual growth rate of 4.3% (FY2022 to FY2025).
- Going back by fiscal year, Liabilities and Shareholders Equity was $3.2 billion in FY2024 (-0.6%), $3.22 billion in FY2023 (+21.6%) and $2.65 billion in FY2022.
- The fiscal Q3 2026 figure represents the lowest quarterly Liabilities and Shareholders Equity since fiscal Q1 2023.
- Year-over-year, Liabilities and Shareholders Equity increased in 1 of the last eight quarters, with an average decline of 4.9%.
- The fastest year-over-year change in Liabilities and Shareholders Equity over five years came in fiscal Q4 2023 (growth of 21.6%), and the weakest in fiscal Q3 2025 (a decline of 10.8%).
- Business Quant data shows OCSL's Liabilities and Shareholders Equity at $2.89 billion (Q2 2026), $3.1 billion (Q1 2026) and $3 billion (Q4 2025) in the three fiscal quarters before Q3 2026.
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Liabilities and Shareholders Equity (Qtr) |
|---|---|---|---|---|---|
| 1 | Rocket Companies | 43.26 Bn | 28.94 Bn | - | 60.98 Bn |
| 2 | Orix | 42.40 Bn | 42.90 Bn | - | 114.54 Bn |
| 3 | Royalty Pharma | 33.56 Bn | 33.47 Bn | - | 19.82 Bn |
| 4 | Federal National Mortgage Association Fannie Mae | 24.47 Bn | 24.47 Bn | - | 4,332.34 Bn |
| 5 | Affirm Holdings | 23.34 Bn | 17.03 Bn | - | 15.79 Bn |
| 6 | Synchrony Financial | 23.06 Bn | -44.91 Bn | - | 121.93 Bn |
| 7 | Royal Gold | 19.98 Bn | 19.21 Bn | 390.45 Mn | 9.45 Bn |
| 8 | Annaly Capital Management | 14.18 Bn | 5.27 Bn | - | 143.74 Bn |
| 9 | Ares Capital | 13.71 Bn | 11.15 Bn | - | 30.50 Bn |
| 10 | Oaktree Specialty Lending | 1.05 Bn | 796.60 Mn | - | 2.86 Bn |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 2.86 Bn |
| 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 |
API Access
Oaktree Specialty Lending Liabilities and Shareholders Equity 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=liabilities-and-shareholders-equity&ticker=OCSL&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "liabilities-and-shareholders-equity", "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=liabilities-and-shareholders-equity&ticker=OCSL&period=max&api_key=YOUR_API_KEY");
const data = await res.json();