Oaktree Specialty Lending (OCSL) Tax Rate (2021 - 2026)
Oaktree Specialty Lending recorded quarterly Tax Rate of 0.05% in Q1 2026, down 72.91% quarter-over-quarter from 0.17% in Q4 2025, and down 245.0% year-over-year from 0.03% in Q1 2025.
Oaktree Specialty Lending's Tax Rate history runs 4 years deep, the most recent figure standing at 0.05% for Q1 2026.
- In Q1 2026, Tax Rate fell 245.0% year-over-year to 0.05%; the TTM figure through Mar 2026 stood at 1.09% (up 1.0% YoY), while the FY2025 annual figure was 2.29%, changed N/A from the prior year.
- Tax Rate came in at 0.05% for Q1 2026 at Oaktree Specialty Lending, down from 0.17% in the prior quarter.
- In the past five years, Tax Rate ranged from a high of 2.63% in Q3 2025 to a low of 0.05% in Q1 2026.
- A 3-year average of 1.58% and a median of 2.07% in 2024 frame the typical range for Tax Rate.
- Across the five-year window, Tax Rate sank 171 bps in 2025 and sank 245 bps in 2026, its largest moves.
- Oaktree Specialty Lending's Tax Rate stood at 1.88% in 2024, then slumped by 91 bps to 0.17% in 2025, then plunged by 73 bps to 0.05% in 2026.
- According to Business Quant data, Tax Rate over the past three periods registered 0.05%, 0.17%, and 2.63% for Q1 2026, Q4 2025, and Q3 2025 respectively.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Tax Rate (Qtr) |
|---|---|---|---|---|---|
| 1 | BlackRock | 158.51 Bn | 148.89 Bn | - | 18.16 |
| 2 | Blackstone | 92.68 Bn | 91.63 Bn | - | 13.55 |
| 3 | Kkr | 84.94 Bn | 132.45 Bn | - | 40.05 |
| 4 | Brookfield Asset Management | 77.34 Bn | 77.68 Bn | - | 15.80 |
| 5 | Apollo Global Management | 76.27 Bn | 95.00 Bn | 5.04 Bn | 598.59 |
| 6 | State Street | 44.42 Bn | 18.75 Bn | - | 21.16 |
| 7 | Ameriprise Financial | 41.68 Bn | 41.55 Bn | 4.57 Bn | 20.02 |
| 8 | Northern Trust | 31.21 Bn | 31.21 Bn | - | 24.99 |
| 9 | Ares Management | 28.85 Bn | 32.22 Bn | - | 19.13 |
| 10 | Oaktree Specialty Lending | 1.06 Bn | 1.01 Bn | - | 0.05 |
Historic Data
Download Data| Date | Value |
|---|---|
| Mar 31, 2026 | 0.05 |
| Mar 31, 2026 | 0.05 |
| Dec 31, 2025 | 0.17 |
| Dec 31, 2025 | 0.17 |
| Sep 30, 2025 | 2.63 |
| Sep 30, 2025 | 2.63 |
| Jun 30, 2025 | 2.26 |
| Jun 30, 2025 | 2.26 |
| Mar 31, 2025 | 2.50 |
| Mar 31, 2025 | 2.50 |
| Dec 31, 2024 | 1.88 |
| Dec 31, 2024 | 1.88 |
| Dec 31, 2021 | 12.59 |
| Dec 31, 2021 | 12.59 |