Blue Owl Technology Finance OTF
NYSE OTF
$10.98 -0.40 (-3.51%)
As of: Sep 8, 2026 · 3:59 PM EDT

Blue Owl Technology Finance (OTF) Tax Rate (2022 - 2026)

Blue Owl Technology Finance's (OTF) quarterly Tax Rate came in at 1.39% in Q2 2026, up 119.0% year-over-year from 0.64% in Q2 2025, and down 26.27% quarter-over-quarter from 1.89% in Q1 2026.

Analysis

Blue Owl Technology Finance (OTF) Tax Rate (2022 - 2026) Analysis & Trends

Blue Owl Technology Finance (OTF) has reported Tax Rate for 5 consecutive years, with 1.39% the latest figure, recorded in Q2 2026.

  • On a quarterly basis, Tax Rate rose 119.0% year-over-year to 1.39% in Q2 2026; TTM through Jun 2026 was 11.41%, a 705.0% increase from a year earlier, with the FY2025 full-year figure at 3.78%, down 216.0% from the prior year.
  • Tax Rate was 1.39% for Q2 2026 at Blue Owl Technology Finance, down from 1.89% in the prior quarter.
  • Over five years, Tax Rate peaked at 8.5% in Q1 2023 and troughed at 1.61% in Q4 2025.
  • A 5-year average of 4.55% and a median of 5.2% in 2022 frame the typical range for Tax Rate.
  • Across the five-year window, Tax Rate jumped 636 bps in 2024 and plunged 822 bps in 2025, its largest moves.
  • Over 5 years, Tax Rate stood at 1.05% in 2022, then slumped by 76 bps to 0.25% in 2023, then surged by 2529 bps to 6.61% in 2024, then plunged by 124 bps to 1.61% in 2025, then surged by 186 bps to 1.39% in 2026.
  • The last three Tax Rate figures came in at 1.39% (Q2 2026), 1.89% (Q1 2026), and 1.61% (Q4 2025), per Business Quant data.
Peer Set

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Tax Rate (Qtr)
1 Ares Capital 14.14 Bn 13.76 Bn - 5.23%
2 Blackstone Secured Lending Fund 5.70 Bn 5.44 Bn - 5.73%
3 Blue Owl Capital 5.54 Bn 5.30 Bn - 1.32%
4 Main Street Capital 5.29 Bn 5.23 Bn - -
5 Blue Owl Technology Finance 5.08 Bn 4.87 Bn - 1.39%
6 Hercules Capital 4.65 Bn 4.60 Bn - 4.52%
7 FS KKR Capital 3.42 Bn 3.31 Bn - -
8 Golub Capital Bdc 3.32 Bn 3.27 Bn - -
9 PennantPark Floating Rate Capital 2.48 Bn -127.01 Mn - -0.26%
10 MidCap Financial Investment 2.07 Bn 2.03 Bn - -
Historic Data

Historic Data

Download Data
DateValue
Jun 30, 2026 1.39%
Mar 31, 2026 1.89%
Dec 31, 2025 -1.61%
Sep 30, 2025 5.11%
Jun 30, 2025 0.20%
Mar 31, 2025 6.94%
Dec 31, 2024 6.61%
Sep 30, 2024 6.08%
Jun 30, 2024 4.40%
Mar 31, 2024 7.04%
Dec 31, 2023 0.25%
Sep 30, 2023 5.20%
Jun 30, 2023 7.90%
Mar 31, 2023 8.50%
Dec 31, 2022 1.05%
Sep 30, 2022 7.78%
Jun 30, 2022 7.94%
Mar 31, 2022 5.21%