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| Date | Value |
|---|---|
| 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 |