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
DateValue
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