Brookfield Oaktree Holdings (OAK-PA) Common Equity (2011 - 2026)
Brookfield Oaktree Holdings' (OAK-PA) quarterly Common Equity came in at $2.1 billion in Q2 2026, down 5.3% on a YoY basis from $2.2 billion in Q2 2025, and down 12.36% quarter-over-quarter from $2.4 billion in Q1 2026.
Analysis
Brookfield Oaktree Holdings (OAK-PA) Common Equity (2011 - 2026) Analysis & Trends
Brookfield Oaktree Holdings (OAK-PA) has reported Common Equity for 16 consecutive years, with $2.1 billion the latest figure, recorded in Q2 2026.
- For the quarter ending Q2 2026, Common Equity fell 5.3% year-over-year to $2.1 billion; the trailing twelve-month figure through Jun 2026 stood at $2.1 billion (down 5.3% YoY), and the FY2025 full-year result was $2.3 billion, down 5.71% from the prior year.
- Common Equity slipped to $2.1 billion in Q2 2026 per OAK-PA's latest filing, from $2.4 billion in the prior quarter.
- Across five years, Common Equity topped out at $2.7 billion in Q1 2024 and bottomed at $1.9 billion in Q4 2022.
- Historically, Common Equity has averaged $2.3 billion across 5 years, with a median of $2.3 billion in 2025.
- The sharpest annual moves came in 2023 and 2025: Common Equity jumped 35.57% in 2023, then dropped 16.36% in 2025.
- Over 5 years, Common Equity stood at $1.9 billion in 2022, then surged by 35.57% to $2.6 billion in 2023, then slipped by 7.1% to $2.4 billion in 2024, then dropped by 5.71% to $2.3 billion in 2025, then slipped by 9.03% to $2.1 billion in 2026.
- According to Business Quant data, Common Equity over the past three periods registered $2.1 billion, $2.4 billion, and $2.3 billion for Q2 2026, Q1 2026, and Q4 2025 respectively.
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Common Equity (Qtr) |
|---|---|---|---|---|---|
| 1 | Blackstone | 107.26 Bn | 104.75 Bn | - | 21.06 Bn |
| 2 | Kkr | 94.91 Bn | -182.16 Bn | - | - |
| 3 | Brookfield | 88.30 Bn | 57.51 Bn | 19.38 Bn | 4.09 Bn |
| 4 | Apollo Global Management | 78.20 Bn | 52.83 Bn | 10.54 Bn | 41.48 Bn |
| 5 | Brookfield Asset Management | 78.08 Bn | 76.58 Bn | - | 9.19 Bn |
| 6 | Wheaton Precious Metals | 70.42 Bn | 70.32 Bn | 687.86 Mn | 9.69 Bn |
| 7 | Franco Nevada | 50.91 Bn | 49.37 Bn | 451.00 Mn | 8.24 Bn |
| 8 | Ares Management | 31.30 Bn | 31.30 Bn | - | 8.60 Bn |
| 9 | Carlyle | 16.48 Bn | 15.22 Bn | - | 7.21 Bn |
| 10 | Brookfield Oaktree Holdings | 2.40 Bn | 2.40 Bn | - | 2.06 Bn |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 2.06 Bn |
| Mar 31, 2026 | 2.35 Bn |
| Dec 31, 2025 | 2.26 Bn |
| Sep 30, 2025 | 2.18 Bn |
| Jun 30, 2025 | 2.18 Bn |
| Mar 31, 2025 | 2.26 Bn |
| Dec 31, 2024 | 2.40 Bn |
| Sep 30, 2024 | 2.31 Bn |
| Jun 30, 2024 | 2.57 Bn |
| Mar 31, 2024 | 2.70 Bn |
| Dec 31, 2023 | 2.58 Bn |
| Sep 30, 2023 | 2.40 Bn |
| Jun 30, 2023 | 2.39 Bn |
| Mar 31, 2023 | 2.11 Bn |
| Dec 31, 2022 | 1.91 Bn |
| Sep 30, 2022 | 2.18 Bn |
| Jun 30, 2022 | 2.19 Bn |
| Mar 31, 2022 | 2.24 Bn |
| Dec 31, 2021 | 2.27 Bn |
| Sep 30, 2021 | 2.11 Bn |