OFS Capital (OFS) Assets Average (2022 - 2026)
OFS Capital (OFS) reported Assets Average of $331.2 million for Q1 2026, down 21.15% year-over-year from $420.0 million in Q1 2025, and down 8.62% quarter-over-quarter from $362.4 million in Q4 2025.
OFS Capital (OFS) Assets Average (2022 - 2026) Analysis & Trends
OFS Capital (OFS) has 5 years of Assets Average data on file, last reported at $331.2 million in Q1 2026.
- Assets Average for Q1 2026 came in at $331.2 million, down 21.15% year-over-year; the trailing twelve-month figure through Mar 2026 was $331.2 million (down 21.15% YoY), and the FY2025 annual result was $387.4 million, down 13.71% from the prior year.
- Assets Average declined to $331.2 million in Q1 2026 per OFS's latest filing, from $362.4 million in the prior quarter.
- Over five years, Assets Average peaked at $529.5 million in Q4 2022 and troughed at $331.2 million in Q1 2026.
- A 5-year average of $436.7 million and a median of $421.7 million in 2024 frame the typical range for Assets Average.
- The sharpest annual moves came in 2025 and 2026: Assets Average fell 1.34% in 2025, then fell 21.15% in 2026.
- A 5-year view of Assets Average shows it stood at $529.5 million in 2022, then retreated by 10.59% to $473.4 million in 2023, then retreated by 10.58% to $423.3 million in 2024, then decreased by 14.39% to $362.4 million in 2025, then slipped by 8.62% to $331.2 million in 2026.
- Business Quant data shows OFS's Assets Average at $331.2 million in Q1 2026, $362.4 million in Q4 2025, and $386.8 million in Q3 2025.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Assets Avg. (Qtr) |
|---|---|---|---|---|---|
| 1 | BlackRock | 163.18 Bn | 153.56 Bn | - | 170.12 Bn |
| 2 | Blackstone | 96.85 Bn | 95.80 Bn | - | 48.02 Bn |
| 3 | Kkr | 86.45 Bn | 133.96 Bn | - | 411.11 Bn |
| 4 | Apollo Global Management | 82.30 Bn | 101.04 Bn | 5.04 Bn | 464.24 Bn |
| 5 | State Street | 46.95 Bn | 21.27 Bn | - | 379.11 Bn |
| 6 | Ameriprise Financial | 43.65 Bn | 43.52 Bn | 4.57 Bn | 187.68 Bn |
| 7 | Northern Trust | 31.92 Bn | 31.92 Bn | - | 175.85 Bn |
| 8 | Raymond James Financial | 30.62 Bn | 19.37 Bn | - | 90.35 Bn |
| 9 | Ares Management | 29.04 Bn | 32.41 Bn | - | 28.51 Bn |
| 10 | OFS Capital | 48.90 Mn | 46.93 Mn | -239,000.00 | 331.19 Mn |
Historic Data
Download Data| Date | Value |
|---|---|
| Mar 31, 2026 | 331.19 Mn |
| Dec 31, 2025 | 362.43 Mn |
| Sep 30, 2025 | 386.80 Mn |
| Jun 30, 2025 | 403.70 Mn |
| Mar 31, 2025 | 420.04 Mn |
| Dec 31, 2024 | 423.33 Mn |
| Sep 30, 2024 | 413.21 Mn |
| Jun 30, 2024 | 409.17 Mn |
| Mar 31, 2024 | 440.14 Mn |
| Dec 31, 2023 | 473.40 Mn |
| Sep 30, 2023 | 491.44 Mn |
| Jun 30, 2023 | 510.69 Mn |
| Mar 31, 2023 | 518.10 Mn |
| Dec 31, 2022 | 529.48 Mn |