OFS Capital (OFS) Long-Term Investments (2021 - 2026)
OFS Capital (OFS) posted Long-Term Investments of $297.76 million for Q2 2026, down 22.2% from $382.75 million a year earlier and down 3.4% from the prior quarter.
Powered by 
Analysis
OFS Capital (OFS) Long-Term Investments (2021 - 2026) Analysis & Trends
At the end of FY2025, OFS Capital's Long-Term Investments came in at $342.02 million, down 16.5% from FY2024.
- Annual Long-Term Investments shows a five-year compound annual growth rate of 79.4% (FY2020 to FY2025).
- In prior years, OFS Capital's Long-Term Investments was $409.67 million in FY2024 (+477.6%), $70.93 million in FY2023 (-17.0%), $85.46 million in FY2022 (+30.0%) and $65.74 million in FY2021 (+256.8%).
- The Q2 2026 figure stands as the lowest quarterly Long-Term Investments since Q4 2023.
- On a year-over-year basis, Long-Term Investments has declined in each of the last five quarters, with growth averaging 49.0% over the last eight quarters.
- The strongest year-over-year quarter for Long-Term Investments in the past five years was Q4 2024, with growth of 477.6%; the weakest was Q1 2026, with a decline of 23.6%.
- According to Business Quant data, Long-Term Investments for the three prior quarters was $308.12 million (Q1 2026), $342.02 million (Q4 2025) and $370.17 million (Q3 2025).
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Long-Term Investments (Qtr) |
|---|---|---|---|---|---|
| 1 | Rocket Companies | 43.26 Bn | 28.94 Bn | - | - |
| 2 | Orix | 42.40 Bn | 42.90 Bn | - | 9.39 Bn |
| 3 | Royalty Pharma | 33.56 Bn | 33.47 Bn | - | 372.10 Mn |
| 4 | Federal National Mortgage Association Fannie Mae | 24.47 Bn | 24.47 Bn | - | - |
| 5 | Affirm Holdings | 23.34 Bn | 17.03 Bn | - | 972.64 Mn |
| 6 | Synchrony Financial | 23.06 Bn | -44.91 Bn | - | - |
| 7 | Royal Gold | 19.98 Bn | 19.21 Bn | 390.45 Mn | 228.28 Mn |
| 8 | Annaly Capital Management | 14.18 Bn | 5.27 Bn | - | - |
| 9 | Ares Capital | 13.71 Bn | 11.15 Bn | - | 29.35 Bn |
| 10 | OFS Capital | 48.50 Mn | 32.89 Mn | - | 297.76 Mn |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 297.76 Mn |
| Mar 31, 2026 | 308.12 Mn |
| Dec 31, 2025 | 342.02 Mn |
| Sep 30, 2025 | 370.17 Mn |
| Jun 30, 2025 | 382.75 Mn |
| Mar 31, 2025 | 403.07 Mn |
| Dec 31, 2024 | 409.67 Mn |
| Sep 30, 2024 | 394.73 Mn |
| Jun 30, 2024 | 398.16 Mn |
| Mar 31, 2024 | 400.41 Mn |
| Dec 31, 2023 | 70.93 Mn |
| Sep 30, 2023 | 457.25 Mn |
| Jun 30, 2023 | 494.58 Mn |
| Mar 31, 2023 | 499.76 Mn |
| Dec 31, 2022 | 85.46 Mn |
| Sep 30, 2022 | 516.62 Mn |
| Dec 31, 2021 | 65.74 Mn |
API Access
OFS Capital Long-Term Investments API
Pull this series into your own models, spreadsheets and apps with the Business Quant
Historical Metrics API. The request below matches the chart above — change the
frequency, period or values and it follows. Swap YOUR_API_KEY for your own key.
https://data.businessquant.com/historic?slug=long-term-investments&ticker=OFS&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "long-term-investments", "ticker": "OFS", "period": "max", "api_key": "YOUR_API_KEY"}
data = requests.get(url, params=params).json()const res = await fetch("https://data.businessquant.com/historic?slug=long-term-investments&ticker=OFS&period=max&api_key=YOUR_API_KEY");
const data = await res.json();