Growth Metrics

Blue Owl Technology Finance (OTF) Retained Earnings (2022 - 2026)

Blue Owl Technology Finance (OTF) reported Retained Earnings of $86.6 million for Q1 2026, down 68.67% year-over-year from $276.4 million in Q1 2025, and down 81.3% on a QoQ basis from $463.2 million in Q4 2025.

Blue Owl Technology Finance (OTF) has 5 years of Retained Earnings data on file, last reported at $86.6 million in Q1 2026.

  • Quarterly Retained Earnings fell 68.67% year-over-year to $86.6 million in Q1 2026, while the trailing twelve-month figure through Mar 2026 was $86.6 million (down 68.67% YoY) and the FY2025 annual result came in at $463.2 million, up 71.05% from the prior year.
  • Retained Earnings declined to $86.6 million in Q1 2026 per OTF's latest filing, from $463.2 million in the prior quarter.
  • Across five years, Retained Earnings topped out at $463.2 million in Q4 2025 and bottomed at $86.6 million in Q1 2026.
  • The 5-year median for Retained Earnings is $240.3 million (2023), against an average of $250.9 million.
  • The widest annual swing landed in 2025, when Retained Earnings surged 71.05%; it then plunged 68.67% in 2026.
  • Tracing OTF's Retained Earnings over 5 years: stood at $169.2 million in 2022, then surged by 46.08% to $247.2 million in 2023, then increased by 9.57% to $270.8 million in 2024, then surged by 71.05% to $463.2 million in 2025, then tumbled by 81.3% to $86.6 million in 2026.
  • Per Business Quant, the three latest OTF Retained Earnings figures stand at $86.6 million (Q1 2026), $463.2 million (Q4 2025), and $363.4 million (Q3 2025).

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Retained Earnings (Qtr)
1 BlackRock 158.51 Bn 148.89 Bn - 39.18 Bn
2 Blackstone 92.68 Bn 91.63 Bn - -15.77 Mn
3 Kkr 84.94 Bn 132.45 Bn - 14.08 Bn
4 Brookfield Asset Management 77.34 Bn 77.68 Bn - 180.00 Mn
5 Apollo Global Management 76.27 Bn 95.00 Bn 5.04 Bn 5.16 Bn
6 State Street 44.42 Bn 18.75 Bn - -
7 Ameriprise Financial 41.68 Bn 41.55 Bn 4.57 Bn 28.43 Bn
8 Northern Trust 31.21 Bn 31.21 Bn - 17.07 Bn
9 Ares Management 28.85 Bn 32.22 Bn - -1.66 Bn
10 Blue Owl Technology Finance 5.27 Bn 4.79 Bn - 86.61 Mn

Historic Data

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DateValue
Mar 31, 2026 86.61 Mn
Dec 31, 2025 463.25 Mn
Sep 30, 2025 363.44 Mn
Jun 30, 2025 315.14 Mn
Mar 31, 2025 276.44 Mn
Dec 31, 2024 270.82 Mn
Sep 30, 2024 229.65 Mn
Jun 30, 2024 186.66 Mn
Mar 31, 2024 261.67 Mn
Dec 31, 2023 247.16 Mn
Sep 30, 2023 213.31 Mn
Jun 30, 2023 233.54 Mn
Mar 31, 2023 195.85 Mn
Dec 31, 2022 169.19 Mn