Oxford Square Capital (OXSQ) Invested Capital (2023 - 2025)

Oxford Square Capital's (OXSQ) quarterly Invested Capital came in at $5.9 million in Q4 2025, down 50.57% year-on-year from $12.0 million in Q4 2024, and down 37.53% on a QoQ basis from $9.5 million in Q1 2025.

Oxford Square Capital (OXSQ) Invested Capital (2023 - 2025) Analysis & Trends

Oxford Square Capital (OXSQ) has 3 years of Invested Capital data on file, last reported at $5.9 million in Q4 2025.

  • On a quarterly basis, Invested Capital fell 50.57% year-over-year to $5.9 million in Q4 2025; TTM through Mar 2026 was $5.9 million, a 89.94% decrease from a year earlier, with the FY2025 full-year figure at $5.9 million, down 50.57% from the prior year.
  • Invested Capital for Q4 2025 stood at $5.9 million, down from $9.5 million in the prior quarter.
  • Over the last five years, Invested Capital for OXSQ reached as high as $26.7 million in Q3 2024 and fell as low as $4.0 million in Q1 2024.
  • Historically, Invested Capital has averaged $10.5 million across 3 years, with a median of $9.5 million in 2025.
  • On a YoY basis, Invested Capital climbed as much as 138.07% in 2025 and fell as far as 50.57% in 2025.
  • Year by year, Invested Capital stood at $4.7 million in 2023, then surged by 158.24% to $12.0 million in 2024, then sank by 50.57% to $5.9 million in 2025.
  • Per Business Quant data, the three most recent Invested Capital figures were $5.9 million in Q4 2025, $9.5 million in Q1 2025, and $12.0 million in Q4 2024.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Invested Cap. (Qtr)
1 Brookfield 1,236.60 Bn 1,311.20 Bn 18.56 Bn 533.83 Bn
2 BlackRock 161.01 Bn 148.08 Bn - 7.87 Bn
3 Blackstone 97.77 Bn 96.72 Bn - -
4 Apollo Global Management 70.80 Bn 90.38 Bn -409.00 Mn -
5 State Street 51.30 Bn 51.30 Bn - -
6 Ameriprise Financial 48.54 Bn 39.27 Bn 4.57 Bn -
7 Northern Trust 32.93 Bn 32.93 Bn - -
8 Raymond James Financial 32.59 Bn 17.67 Bn - 1.14 Bn
9 Price T Rowe 24.70 Bn 21.13 Bn - -
10 Oxford Square Capital 127.12 Mn 127.12 Mn - -

Historic Data

Download Data
DateValue
Dec 31, 2025 5.94 Mn
Mar 31, 2025 9.52 Mn
Dec 31, 2024 12.03 Mn
Sep 30, 2024 26.69 Mn
Jun 30, 2024 10.85 Mn
Mar 31, 2024 4.00 Mn
Mar 31, 2023 4.66 Mn