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| 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% |