Brookfield Oaktree Holdings (OAK-PA) Debt Ratio (2011 - 2026)
Brookfield Oaktree Holdings' (OAK-PA) quarterly Debt Ratio came in at 0.21 in Q2 2026, up 37.22% on a YoY basis from 0.15 in Q2 2025, and up 9.25% quarter-over-quarter from 0.19 in Q4 2025.
Analysis
Brookfield Oaktree Holdings (OAK-PA) Debt Ratio (2011 - 2026) Analysis & Trends
Brookfield Oaktree Holdings (OAK-PA) has reported Debt Ratio for 16 consecutive years, with 0.21 the latest figure, recorded in Q2 2026.
- For the quarter ending Q2 2026, Debt Ratio rose 37.22% year-over-year to 0.21; the trailing twelve-month figure through Jun 2026 stood at 0.21 (up 37.22% YoY), and the FY2025 full-year result was 0.19, down 6.72% from the prior year.
- Debt Ratio advanced to 0.21 in Q2 2026 per OAK-PA's latest filing, from 0.19 in the prior quarter.
- Across five years, Debt Ratio topped out at 0.75 in Q4 2023 and bottomed at 0.03 in Q3 2023.
- Historically, Debt Ratio has averaged 0.29 across 5 years, with a median of 0.21 in 2024.
- The sharpest annual moves came in 2023 and 2024: Debt Ratio slumped 93.66% in 2023, then soared 499.47% in 2024.
- Over 5 years, Debt Ratio stood at 0.56 in 2022, then surged by 33.2% to 0.75 in 2023, then plunged by 72.07% to 0.21 in 2024, then decreased by 6.72% to 0.19 in 2025, then advanced by 9.25% to 0.21 in 2026.
- According to Business Quant data, Debt Ratio over the past three periods registered 0.21, 0.19, and 0.18 for Q2 2026, Q4 2025, and Q3 2025 respectively.
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Debt Ratio (Qtr) |
|---|---|---|---|---|---|
| 1 | Blackstone | 107.26 Bn | 104.75 Bn | - | 0.26 |
| 2 | Kkr | 94.91 Bn | -182.16 Bn | - | - |
| 3 | Brookfield | 88.30 Bn | 57.51 Bn | 19.38 Bn | 0.17 |
| 4 | Apollo Global Management | 78.20 Bn | 52.83 Bn | 10.54 Bn | 0.03 |
| 5 | Brookfield Asset Management | 78.08 Bn | 76.58 Bn | - | 0.17 |
| 6 | Wheaton Precious Metals | 70.42 Bn | 70.32 Bn | 687.86 Mn | 0.16 |
| 7 | Franco Nevada | 50.91 Bn | 49.37 Bn | 451.00 Mn | - |
| 8 | Ares Management | 31.30 Bn | 31.30 Bn | - | 0.15 |
| 9 | Carlyle | 16.48 Bn | 15.22 Bn | - | 0.11 |
| 10 | Brookfield Oaktree Holdings | 2.40 Bn | 2.40 Bn | - | 0.21 |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 0.21 |
| Dec 31, 2025 | 0.19 |
| Sep 30, 2025 | 0.18 |
| Jun 30, 2025 | 0.15 |
| Mar 31, 2025 | 0.22 |
| Dec 31, 2024 | 0.21 |
| Sep 30, 2024 | 0.21 |
| Jun 30, 2024 | 0.17 |
| Dec 31, 2023 | 0.75 |
| Sep 30, 2023 | 0.03 |
| Jun 30, 2023 | 0.05 |
| Dec 31, 2022 | 0.56 |
| Sep 30, 2022 | 0.55 |
| Jun 30, 2022 | 0.54 |
| Dec 31, 2021 | 0.54 |
| Sep 30, 2021 | 0.55 |
| Jun 30, 2021 | 0.58 |
| Mar 31, 2021 | 0.57 |
| Dec 31, 2020 | 0.63 |
| Sep 30, 2020 | 0.68 |