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