Growth Metrics

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

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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
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