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

Blue Owl Technology Finance (OTF) reported Tax Rate of 1.89% for Q1 2026, down 505.0% year-over-year from 0.47% in Q1 2025, and up 217.15% quarter-over-quarter from 1.61% in Q4 2025.

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

Blue Owl Technology Finance (OTF) has 5 years of Tax Rate data on file, last reported at 1.89% in Q1 2026.

  • Tax Rate for Q1 2026 came in at 1.89%, down 505.0% year-over-year; the trailing twelve-month figure through Mar 2026 was 5.85% (down 8.0% YoY), and the FY2025 annual result was 3.78%, down 216.0% from the prior year.
  • Tax Rate improved to 1.89% in Q1 2026 per OTF's latest filing, from 1.61% in the prior quarter.
  • Over five years, Tax Rate peaked at 8.43% in Q1 2023 and troughed at 1.61% in Q4 2025.
  • A 5-year average of 4.72% and a median of 5.21% in 2022 frame the typical range for Tax Rate.
  • The sharpest annual moves came in 2024 and 2025: Tax Rate surged 630 bps in 2024, then tumbled 822 bps in 2025.
  • A 5-year view of Tax Rate shows it stood at 0.96% in 2022, then slumped by 68 bps to 0.31% in 2023, then soared by 2033 bps to 6.61% in 2024, then tumbled by 124 bps to 1.61% in 2025, then surged by 217 bps to 1.89% in 2026.
  • Business Quant data shows OTF's Tax Rate at 1.89% in Q1 2026, 1.61% in Q4 2025, and 5.11% in Q3 2025.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Tax Rate (Qtr)
1 BlackRock 163.18 Bn 153.56 Bn - 18.16
2 Blackstone 96.85 Bn 95.80 Bn - 13.55
3 Kkr 86.45 Bn 133.96 Bn - 40.05
4 Apollo Global Management 82.30 Bn 101.04 Bn 5.04 Bn 598.59
5 State Street 46.95 Bn 21.27 Bn - 21.16
6 Ameriprise Financial 43.65 Bn 43.52 Bn 4.57 Bn 20.02
7 Northern Trust 31.92 Bn 31.92 Bn - 24.99
8 Raymond James Financial 30.62 Bn 19.37 Bn - -
9 Ares Management 29.04 Bn 32.41 Bn - 19.13
10 Blue Owl Technology Finance 4.94 Bn 4.45 Bn - 1.89

Historic Data

Download Data
DateValue
Mar 31, 2026 1.89%
Mar 31, 2026 1.89%
Dec 31, 2025 -1.61%
Dec 31, 2025 -1.61%
Sep 30, 2025 5.11%
Sep 30, 2025 5.11%
Jun 30, 2025 0.20%
Jun 30, 2025 0.20%
Mar 31, 2025 6.94%
Mar 31, 2025 6.94%
Dec 31, 2024 6.61%
Dec 31, 2024 6.61%
Sep 30, 2024 6.08%
Sep 30, 2024 6.08%
Jun 30, 2024 4.40%
Jun 30, 2024 4.40%
Mar 31, 2024 7.04%
Mar 31, 2024 7.04%
Dec 31, 2023 0.31%
Dec 31, 2023 0.31%