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

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

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

Oaktree Specialty Lending (OCSL) has 4 years of Tax Rate data on file, last reported at 0.05% in Q1 2026.

  • For the quarter ending Q1 2026, Tax Rate fell 215.0% year-over-year to 0.05%; the trailing twelve-month figure through Mar 2026 stood at 1.65% (up 79.0% YoY), and the FY2025 full-year result was 2.29%, changed N/A from the prior year.
  • Tax Rate slipped to 0.05% in Q1 2026, from 0.17% in the prior quarter.
  • In the past five years, Tax Rate ranged from a high of 2.21% in Q2 2025 to a low of 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.
  • Across the five-year window, Tax Rate sank 174 bps in 2025 and plunged 215 bps in 2026, its largest moves.
  • Tracing OCSL's Tax Rate over 3 years: stood at 1.91% in 2024, then tumbled by 91 bps to 0.17% in 2025, then sank by 73 bps to 0.05% in 2026.
  • Business Quant data shows OCSL's Tax Rate at 0.05% in Q1 2026, 0.17% in Q4 2025, and 2.21% in Q2 2025.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Tax Rate (Qtr)
1 Brookfield 1,236.60 Bn 1,311.20 Bn 18.56 Bn -1.22%
2 BlackRock 161.01 Bn 148.08 Bn - 18.16%
3 Blackstone 97.77 Bn 96.72 Bn - 13.55%
4 Apollo Global Management 70.80 Bn 90.38 Bn -409.00 Mn 598.59%
5 State Street 51.30 Bn 51.30 Bn - 21.16%
6 Ameriprise Financial 48.54 Bn 39.27 Bn 4.57 Bn 20.02%
7 Northern Trust 32.93 Bn 32.93 Bn - 24.99%
8 Raymond James Financial 32.59 Bn 17.67 Bn - 25.99%
9 Price T Rowe 24.70 Bn 21.13 Bn - 23.43%
10 Oaktree Specialty Lending 1.02 Bn 972.30 Mn - 0.05%

Historic Data

Download Data
DateValue
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%
Dec 31, 2021 14.41%