OFS Capital (OFS) Accumulated Expenses (2021 - 2026)

OFS Capital (OFS) reported Accumulated Expenses of $2.0 million for Q1 2026, up 19.88% year-over-year from $1.7 million in Q1 2025, and down 10.97% quarter-over-quarter from $2.3 million in Q4 2025.

OFS Capital (OFS) Accumulated Expenses (2021 - 2026) Analysis & Trends

OFS Capital (OFS) has 6 years of Accumulated Expenses data on file, last reported at $2.0 million in Q1 2026.

  • Accumulated Expenses for Q1 2026 came in at $2.0 million, up 19.88% year-over-year; the trailing twelve-month figure through Mar 2026 was $2.0 million (up 19.88% YoY), and the FY2025 annual result was $2.3 million, down 28.98% from the prior year.
  • Accumulated Expenses fell to $2.0 million in Q1 2026 per OFS's latest filing, from $2.3 million in the prior quarter.
  • Over five years, Accumulated Expenses peaked at $3.9 million in Q4 2022 and troughed at $1.7 million in Q1 2025.
  • A 5-year average of $2.6 million and a median of $2.3 million in 2025 frame the typical range for Accumulated Expenses.
  • On a YoY basis, Accumulated Expenses climbed as much as 31.34% in 2025 and fell as far as 28.98% in 2025.
  • A 5-year view of Accumulated Expenses shows it stood at $3.9 million in 2022, then fell by 5.95% to $3.7 million in 2023, then slipped by 13.93% to $3.2 million in 2024, then decreased by 28.98% to $2.3 million in 2025, then slipped by 10.97% to $2.0 million in 2026.
  • Business Quant data shows OFS's Accumulated Expenses at $2.0 million in Q1 2026, $2.3 million in Q4 2025, and $2.3 million in Q3 2025.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr)
1 BlackRock 160.20 Bn 150.57 Bn -
2 Blackstone 96.40 Bn 95.35 Bn -
3 Kkr 85.87 Bn 133.39 Bn -
4 Apollo Global Management 79.90 Bn 98.63 Bn 5.04 Bn
5 State Street 46.62 Bn 20.95 Bn -
6 Ameriprise Financial 42.78 Bn 42.65 Bn 4.57 Bn
7 Northern Trust 32.35 Bn 32.35 Bn -
8 Ares Management 30.25 Bn 33.62 Bn -
9 Raymond James Financial 30.24 Bn 18.99 Bn -
10 OFS Capital 50.64 Mn 48.67 Mn -239,000.00

Historic Data

Download Data
DateValue
Mar 31, 2026 2.02 Mn
Dec 31, 2025 2.27 Mn
Sep 30, 2025 2.28 Mn
Jun 30, 2025 3.16 Mn
Mar 31, 2025 1.69 Mn
Dec 31, 2024 3.20 Mn
Sep 30, 2024 1.74 Mn
Jun 30, 2024 3.25 Mn
Mar 31, 2024 1.91 Mn
Dec 31, 2023 3.71 Mn
Sep 30, 2023 1.99 Mn
Jun 30, 2023 3.93 Mn
Mar 31, 2023 2.10 Mn
Dec 31, 2022 3.95 Mn
Sep 30, 2022 2.01 Mn
Dec 31, 2021 3.69 Mn