Oxford Square Capital (OXSQH) Equity Average (2021 - 2026)
Oxford Square Capital (OXSQH) reported Equity Average of $134.3 million for Q1 2026, down 13.21% year-over-year from $154.8 million in Q1 2025, and down 11.73% quarter-over-quarter from $152.2 million in Q4 2025.
Oxford Square Capital (OXSQH) Equity Average (2021 - 2026) Analysis & Trends
Oxford Square Capital (OXSQH) has 6 years of Equity Average data on file, last reported at $134.3 million in Q1 2026.
- Equity Average for Q1 2026 came in at $134.3 million, down 13.21% year-over-year; the trailing twelve-month figure through Mar 2026 was $134.3 million (down 13.21% YoY), and the FY2025 annual result was $153.0 million, down 1.89% from the prior year.
- Equity Average retreated to $134.3 million in Q1 2026 per OXSQH's latest filing, from $152.2 million in the prior quarter.
- Over five years, Equity Average peaked at $237.9 million in Q1 2022 and troughed at $69.4 million in Q4 2022.
- A 5-year average of $151.7 million and a median of $153.2 million in 2025 frame the typical range for Equity Average.
- The sharpest annual moves came in 2022 and 2023: Equity Average plunged 71.91% in 2022, then jumped 124.87% in 2023.
- A 5-year view of Equity Average shows it stood at $69.4 million in 2022, then jumped by 124.87% to $156.1 million in 2023, then rose by 2.54% to $160.1 million in 2024, then retreated by 4.93% to $152.2 million in 2025, then slipped by 11.73% to $134.3 million in 2026.
- Business Quant data shows OXSQH's Equity Average at $134.3 million in Q1 2026, $152.2 million in Q4 2025, and $158.2 million in Q3 2025.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Equity Avg. (Qtr) |
|---|---|---|---|---|---|
| 1 | BlackRock | 160.20 Bn | 150.57 Bn | - | 56.51 Bn |
| 2 | Blackstone | 96.40 Bn | 95.35 Bn | - | 14.44 Bn |
| 3 | Kkr | 85.87 Bn | 133.39 Bn | - | 54.71 Bn |
| 4 | Apollo Global Management | 79.90 Bn | 98.63 Bn | 5.04 Bn | 41.02 Bn |
| 5 | State Street | 46.62 Bn | 20.95 Bn | - | - |
| 6 | Ameriprise Financial | 42.78 Bn | 42.65 Bn | 4.57 Bn | 6.38 Bn |
| 7 | Northern Trust | 32.35 Bn | 32.35 Bn | - | 12.97 Bn |
| 8 | Ares Management | 30.25 Bn | 33.62 Bn | - | 6.32 Bn |
| 9 | Raymond James Financial | 30.24 Bn | 18.99 Bn | - | 6.29 Bn |
| 10 | Oxford Square Capital | - | - | - | 134.33 Mn |
Historic Data
Download Data| Date | Value |
|---|---|
| Mar 31, 2026 | 134.33 Mn |
| Dec 31, 2025 | 152.18 Mn |
| Sep 30, 2025 | 158.19 Mn |
| Jun 30, 2025 | 153.15 Mn |
| Mar 31, 2025 | 154.77 Mn |
| Dec 31, 2024 | 160.07 Mn |
| Sep 30, 2024 | 155.94 Mn |
| Jun 30, 2024 | 148.38 Mn |
| Mar 31, 2024 | 147.82 Mn |
| Dec 31, 2023 | 156.10 Mn |
| Sep 30, 2023 | 161.65 Mn |
| Jun 30, 2023 | 151.13 Mn |
| Mar 31, 2023 | 139.26 Mn |
| Dec 31, 2022 | 69.42 Mn |
| Sep 30, 2022 | 91.48 Mn |
| Jun 30, 2022 | 207.05 Mn |
| Mar 31, 2022 | 237.95 Mn |
| Dec 31, 2021 | 247.12 Mn |