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) Tax Rate (2021 - 2026)

Oaktree Specialty Lending (OCSL) posted Tax Rate of 0.05% for Q1 2026, down 72.95% sequentially from 0.17% in Q4 2025, and down 215.0% YoY from 0.04% in Q1 2025.

Oaktree Specialty Lending (OCSL) Tax Rate (2021 - 2026) Analysis & Trends

Oaktree Specialty Lending has reported Tax Rate for 4 years, with the latest figure at 0.05% in Q1 2026.

  • Quarterly Tax Rate fell 215.0% year-over-year to 0.05% in Q1 2026, while the trailing twelve-month figure through Mar 2026 was 1.65% (up 79.0% YoY) and the FY2025 annual result came in at 2.29%, changed N/A from the prior year.
  • Tax Rate slipped to 0.05% in Q1 2026 per OCSL's latest filing, from 0.17% in the prior quarter.
  • Over five years, Tax Rate peaked at 2.21% in Q2 2025 and troughed at 0.05% in Q1 2026.
  • A 3-year average of 1.31% and a median of 1.91% in 2024 frame the typical range for Tax Rate.
  • The sharpest annual moves came in 2025 and 2026: Tax Rate tumbled 174 bps in 2025, then slumped 215 bps in 2026.
  • Over 3 years, Tax Rate stood at 1.91% 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 2.21% for Q1 2026, Q4 2025, and Q2 2025 respectively.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Tax Rate (Qtr)
1 BlackRock 179.54 Bn 165.67 Bn - 24.90%
2 Blackstone 114.83 Bn 112.32 Bn - 16.11%
3 Kkr 97.26 Bn -179.81 Bn - 17.91%
4 Brookfield 93.07 Bn 45.66 Bn - -
5 Brookfield Asset Management 83.46 Bn 81.96 Bn - 12.14%
6 Apollo Global Management 78.41 Bn 53.04 Bn 10.54 Bn 15.94%
7 State Street 51.66 Bn 51.66 Bn - 21.96%
8 Ameriprise Financial 51.12 Bn 40.07 Bn 4.72 Bn 22.82%
9 Raymond James Financial 33.99 Bn 20.74 Bn - 20.67%
10 Oaktree Specialty Lending 1.15 Bn 1.11 Bn - 3.49%

Historic Data

Download Data
DateValue
Jun 30, 2026 3.49%
Jun 30, 2026 3.49%
Jun 30, 2026 3.49%
Mar 31, 2026 0.05%
Mar 31, 2026 0.05%
Mar 31, 2026 0.05%
Dec 31, 2025 0.17%
Dec 31, 2025 0.17%
Dec 31, 2025 0.17%
Jun 30, 2025 2.21%
Jun 30, 2025 2.21%
Jun 30, 2025 2.21%
Mar 31, 2025 2.20%
Mar 31, 2025 2.20%
Mar 31, 2025 2.20%
Dec 31, 2024 1.91%
Dec 31, 2024 1.91%
Dec 31, 2024 1.91%
Dec 31, 2021 14.41%
Dec 31, 2021 14.41%