Oaktree Specialty Lending (OCSL) Tax Rate (2021 - 2026)

Oaktree Specialty Lending's (OCSL) quarterly Tax Rate came in at 0.05% in Q1 2026, down 245.0% year-on-year from 0.03% in Q1 2025, and down 72.91% quarter-over-quarter from 0.17% in Q4 2025.

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

Oaktree Specialty Lending has disclosed Tax Rate across 4 years of filings, most recently posting 0.05% for Q1 2026.

  • Tax Rate for Q1 2026 came in at 0.05%, down 245.0% year-over-year; the trailing twelve-month figure through Mar 2026 was 1.09% (up 1.0% YoY), and the FY2025 annual result 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.
  • The 3-year median for Tax Rate is 2.07% (2024), against an average of 1.58%.
  • Across the five-year window, Tax Rate slumped 171 bps in 2025 and slumped 245 bps in 2026, its largest moves.
  • Oaktree Specialty Lending's Tax Rate stood at 1.88% in 2024, then tumbled by 91 bps to 0.17% in 2025, then sank by 73 bps to 0.05% in 2026.
  • The last three Tax Rate figures came in at 0.05% (Q1 2026), 0.17% (Q4 2025), and 2.63% (Q3 2025), per Business Quant data.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Tax Rate (Qtr)
1 BlackRock 160.20 Bn 150.57 Bn - 18.16%
2 Blackstone 96.40 Bn 95.35 Bn - 13.55%
3 Kkr 85.87 Bn 133.39 Bn - 40.05%
4 Apollo Global Management 79.90 Bn 98.63 Bn 5.04 Bn 598.59%
5 State Street 46.62 Bn 20.95 Bn - 21.16%
6 Ameriprise Financial 42.78 Bn 42.65 Bn 4.57 Bn 20.02%
7 Northern Trust 32.35 Bn 32.35 Bn - 24.99%
8 Ares Management 30.25 Bn 33.62 Bn - 19.13%
9 Raymond James Financial 30.24 Bn 18.99 Bn - -
10 Oaktree Specialty Lending 1.07 Bn 1.01 Bn - 0.05%

Historic Data

Download Data
DateValue
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%