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% on a QoQ basis from 1.61% in Q4 2025.
Blue Owl Technology Finance (OTF) has 5 years of Tax Rate data on file, last reported at 1.89% in Q1 2026.
- Quarterly Tax Rate fell 505.0% year-over-year to 1.89% in Q1 2026, while the trailing twelve-month figure through Mar 2026 was 5.85% (down 8.0% YoY) and the FY2025 annual result came in at 3.78%, down 216.0% from the prior year.
- Tax Rate rose to 1.89% in Q1 2026 per OTF's latest filing, from 1.61% in the prior quarter.
- Across five years, Tax Rate topped out at 8.43% in Q1 2023 and bottomed at 1.61% in Q4 2025.
- The 5-year median for Tax Rate is 5.21% (2022), against an average of 4.72%.
- The widest annual swing landed in 2024, when Tax Rate soared 630 bps; it then sank 822 bps in 2025.
- Tracing OTF's Tax Rate over 5 years: stood at 0.96% in 2022, then plunged by 68 bps to 0.31% in 2023, then jumped by 2033 bps to 6.61% in 2024, then sank by 124 bps to 1.61% in 2025, then soared by 217 bps to 1.89% in 2026.
- Per Business Quant, the three latest OTF Tax Rate figures stand at 1.89% (Q1 2026), 1.61% (Q4 2025), and 5.11% (Q3 2025).
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Tax Rate (Qtr) |
|---|---|---|---|---|---|
| 1 | BlackRock | 158.51 Bn | 148.89 Bn | - | 18.16 |
| 2 | Blackstone | 92.68 Bn | 91.63 Bn | - | 13.55 |
| 3 | Kkr | 84.94 Bn | 132.45 Bn | - | 40.05 |
| 4 | Brookfield Asset Management | 77.34 Bn | 77.68 Bn | - | 15.80 |
| 5 | Apollo Global Management | 76.27 Bn | 95.00 Bn | 5.04 Bn | 598.59 |
| 6 | State Street | 44.42 Bn | 18.75 Bn | - | 21.16 |
| 7 | Ameriprise Financial | 41.68 Bn | 41.55 Bn | 4.57 Bn | 20.02 |
| 8 | Northern Trust | 31.21 Bn | 31.21 Bn | - | 24.99 |
| 9 | Ares Management | 28.85 Bn | 32.22 Bn | - | 19.13 |
| 10 | Blue Owl Technology Finance | 5.27 Bn | 4.79 Bn | - | 1.89 |
Historic Data
Download Data| Date | Value |
|---|---|
| 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 |
| Sep 30, 2023 | 5.16 |
| Sep 30, 2023 | 5.16 |
| Jun 30, 2023 | 7.86 |
| Jun 30, 2023 | 7.86 |
| Mar 31, 2023 | 8.43 |
| Mar 31, 2023 | 8.43 |
| Dec 31, 2022 | 0.96 |
| Dec 31, 2022 | 0.96 |
| Sep 30, 2022 | 7.78 |
| Sep 30, 2022 | 7.78 |
| Jun 30, 2022 | 7.94 |
| Jun 30, 2022 | 7.94 |
| Mar 31, 2022 | 5.21 |
| Mar 31, 2022 | 5.21 |