OFS Capital (OFS) Assets Average (2022 - 2026)

OFS Capital's (OFS) quarterly Assets Average came in at $331.2 million in Q1 2026, down 21.15% year-on-year from $420.0 million in Q1 2025, and down 8.62% on a QoQ basis 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.

  • On a quarterly basis, Assets Average fell 21.15% year-over-year to $331.2 million in Q1 2026; TTM through Mar 2026 was $331.2 million, a 21.15% decrease from a year earlier, with the FY2025 full-year figure at $387.4 million, down 13.71% from the prior year.
  • Assets Average for Q1 2026 stood at $331.2 million, down from $362.4 million in the prior quarter.
  • Over the last five years, Assets Average for OFS reached as high as $529.5 million in Q4 2022 and fell as low as $331.2 million in Q1 2026.
  • Historically, Assets Average has averaged $436.7 million across 5 years, with a median of $421.7 million in 2024.
  • Across the five-year window, Assets Average dropped 1.34% in 2025 and dropped 21.15% in 2026, its largest moves.
  • Year by year, Assets Average stood at $529.5 million in 2022, then dropped by 10.59% to $473.4 million in 2023, then dropped by 10.58% to $423.3 million in 2024, then declined by 14.39% to $362.4 million in 2025, then fell by 8.62% to $331.2 million in 2026.
  • Per Business Quant data, the three most recent Assets Average figures were $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 Brookfield 1,236.60 Bn 1,311.20 Bn 18.56 Bn -
2 BlackRock 161.01 Bn 148.08 Bn - 170.12 Bn
3 Blackstone 97.77 Bn 96.72 Bn - 48.02 Bn
4 Apollo Global Management 70.80 Bn 90.38 Bn -409.00 Mn 464.24 Bn
5 State Street 51.30 Bn 51.30 Bn - 379.11 Bn
6 Ameriprise Financial 48.54 Bn 39.27 Bn 4.57 Bn 187.68 Bn
7 Northern Trust 32.93 Bn 32.93 Bn - 175.85 Bn
8 Raymond James Financial 32.59 Bn 17.67 Bn - 90.35 Bn
9 Price T Rowe 24.70 Bn 21.13 Bn - 14.37 Bn
10 OFS Capital 44.35 Mn 43.07 Mn -239,000.00 331.19 Mn

Historic Data

Download Data
DateValue
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