KPIs & Operating Metrics(New)
Growth Metrics

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

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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