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| 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% |