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| Date | Value |
|---|---|
| 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% |