OFS Capital (OFSSH) Long-Term Investments (2022 - 2026)

OFS Capital (OFSSH) reported Long-Term Investments of $3.9 million for Q1 2026, down 50.59% quarter-over-quarter from $7.9 million in Q4 2025.

OFS Capital (OFSSH) Long-Term Investments (2022 - 2026) Analysis & Trends

OFS Capital (OFSSH) has 5 years of Long-Term Investments data on file, last reported at $3.9 million in Q1 2026.

  • Long-Term Investments for Q1 2026 came in at $3.9 million, changed N/A year-over-year; the trailing twelve-month figure through Mar 2026 was $3.9 million (changed N/A YoY), and the FY2025 annual result was $7.9 million, up 689.48% from the prior year.
  • Long-Term Investments retreated to $3.9 million in Q1 2026 per OFSSH's latest filing, from $7.9 million in the prior quarter.
  • Over five years, Long-Term Investments peaked at $85.5 million in Q4 2022 and troughed at $46000.0 in Q2 2025.
  • A 5-year average of $10.4 million and a median of $1.5 million in 2023 frame the typical range for Long-Term Investments.
  • The sharpest annual moves came in 2024 and 2025: Long-Term Investments surged 737.04% in 2024, then plunged 99.51% in 2025.
  • A 5-year view of Long-Term Investments shows it stood at $85.5 million in 2022, then tumbled by 98.69% to $1.1 million in 2023, then fell by 11.13% to $998000.0 in 2024, then surged by 689.48% to $7.9 million in 2025, then tumbled by 50.59% to $3.9 million in 2026.
  • Business Quant data shows OFSSH's Long-Term Investments at $3.9 million in Q1 2026, $7.9 million in Q4 2025, and $2.3 million in Q3 2025.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Long-Term Investments (Qtr)
1 BlackRock 163.18 Bn 153.56 Bn - 14.57 Bn
2 Blackstone 96.85 Bn 95.80 Bn - 32.75 Bn
3 Kkr 86.45 Bn 133.96 Bn - 77.47 Bn
4 Apollo Global Management 82.30 Bn 101.04 Bn 5.04 Bn 3.10 Bn
5 State Street 46.95 Bn 21.27 Bn - 586.00 Mn
6 Ameriprise Financial 43.65 Bn 43.52 Bn 4.57 Bn 2.51 Bn
7 Northern Trust 31.92 Bn 31.92 Bn - -
8 Raymond James Financial 30.62 Bn 19.37 Bn - 399.00 Mn
9 Ares Management 29.04 Bn 32.41 Bn - -1.48 Bn
10 OFS Capital - - -239,000.00 3.89 Mn

Historic Data

Download Data
DateValue
Mar 31, 2026 3.89 Mn
Dec 31, 2025 7.88 Mn
Sep 30, 2025 2.34 Mn
Jun 30, 2025 46,000.00
Dec 31, 2024 998,000.00
Sep 30, 2024 1.33 Mn
Jun 30, 2024 9.40 Mn
Jun 30, 2023 1.12 Mn
Mar 31, 2023 1.46 Mn
Dec 31, 2022 85.46 Mn
Sep 30, 2022 244,000.00