Octave Specialty (OSG) Invested Capital (2010 - 2026)

Octave Specialty (OSG) recorded quarterly Invested Capital of $950.6 million in Q1 2026, little changed quarter-over-quarter from $950.7 million in Q4 2025, and down 14.82% on a YoY basis from $1.1 billion in Q1 2025.

Octave Specialty (OSG) Invested Capital (2010 - 2026) Analysis & Trends

Octave Specialty's Invested Capital history runs 17 years deep, the most recent figure standing at $950.6 million for Q1 2026.

  • In Q1 2026, Invested Capital fell 14.82% year-over-year to $950.6 million; the TTM figure through Mar 2026 stood at $950.6 million (down 14.82% YoY), while the FY2025 annual figure was $950.7 million, down 4.56% from the prior year.
  • Invested Capital was $950.6 million for Q1 2026 at Octave Specialty, roughly flat from $950.7 million in the prior quarter.
  • In the past five years, Invested Capital ranged from a high of $3.3 billion in Q3 2022 to a low of $843.4 million in Q3 2025.
  • Historically, Invested Capital has averaged $1.8 billion across 5 years, with a median of $1.8 billion in 2023.
  • The sharpest annual moves came in 2024 and 2025: Invested Capital rose 20.02% in 2024, then slumped 61.45% in 2025.
  • A 5-year view of Invested Capital shows it stood at $1.9 billion in 2022, then dropped by 1.11% to $1.9 billion in 2023, then slumped by 48.19% to $996.1 million in 2024, then dropped by 4.56% to $950.7 million in 2025, then decreased by 0.01% to $950.6 million in 2026.
  • The last three Invested Capital figures came in at $950.6 million (Q1 2026), $950.7 million (Q4 2025), and $843.4 million (Q3 2025), per Business Quant data.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Invested Cap. (Qtr)
1 Fidelity National Financial 12.87 Bn 10.21 Bn 2.62 Bn 13.12 Bn
2 Axis Capital Holdings 7.52 Bn 6.65 Bn - 6.38 Bn
3 First American Financial 6.80 Bn 3.91 Bn 1.24 Bn 7.06 Bn
4 Enact Holdings 6.01 Bn 5.46 Bn 205.74 Mn 6.09 Bn
5 Mgic Investment 5.57 Bn 5.32 Bn 202.12 Mn 5.04 Bn
6 Essent 5.47 Bn 5.47 Bn - 5.70 Bn
7 Radian 4.74 Bn 4.66 Bn 368.17 Mn 5.58 Bn
8 Ryan Specialty Holdings 4.62 Bn 5.05 Bn - 955.60 Mn
9 Assured Guaranty 3.42 Bn -495.48 Mn 216.00 Mn 7.25 Bn
10 Octave Specialty 255.06 Mn 125.95 Mn 90.17 Mn 950.64 Mn

Historic Data

Download Data
DateValue
Mar 31, 2026 950.64 Mn
Dec 31, 2025 950.74 Mn
Sep 30, 2025 843.38 Mn
Jun 30, 2025 1.18 Bn
Mar 31, 2025 1.12 Bn
Dec 31, 2024 996.12 Mn
Sep 30, 2024 2.19 Bn
Jun 30, 2024 1.93 Bn
Mar 31, 2024 1.93 Bn
Dec 31, 2023 1.92 Bn
Sep 30, 2023 1.82 Bn
Jun 30, 2023 1.80 Bn
Mar 31, 2023 1.80 Bn
Dec 31, 2022 1.94 Bn
Sep 30, 2022 3.27 Bn
Jun 30, 2022 3.04 Bn
Mar 31, 2022 3.22 Bn
Dec 31, 2021 3.33 Bn
Sep 30, 2021 3.34 Bn
Jun 30, 2021 3.79 Bn