Brookfield Oaktree Holdings (OAK-PA) Interest & Investment Income (2011 - 2026)
Brookfield Oaktree Holdings' (OAK-PA) quarterly Interest & Investment Income came in at $70.6 million in Q2 2026, down 37.16% on a YoY basis from $112.3 million in Q2 2025, and down 22.33% quarter-over-quarter from $90.9 million in Q1 2026.
Analysis
Brookfield Oaktree Holdings (OAK-PA) Interest & Investment Income (2011 - 2026) Analysis & Trends
Brookfield Oaktree Holdings (OAK-PA) has reported Interest & Investment Income for 16 consecutive years, with $70.6 million the latest figure, recorded in Q2 2026.
- For the quarter ending Q2 2026, Interest & Investment Income fell 37.16% year-over-year to $70.6 million; the trailing twelve-month figure through Jun 2026 stood at $383.8 million (down 22.2% YoY), and the FY2025 full-year result was $483.0 million, down 1.5% from the prior year.
- Interest & Investment Income declined to $70.6 million in Q2 2026 per OAK-PA's latest filing, from $90.9 million in the prior quarter.
- Across five years, Interest & Investment Income topped out at $155.0 million in Q3 2022 and bottomed at $66.8 million in Q1 2023.
- Historically, Interest & Investment Income has averaged $113.4 million across 5 years, with a median of $116.3 million in 2024.
- The sharpest annual moves came in 2023 and 2024: Interest & Investment Income sank 45.94% in 2023, then soared 81.69% in 2024.
- Over 5 years, Interest & Investment Income stood at $149.4 million in 2022, then plunged by 31.78% to $102.0 million in 2023, then rose by 15.31% to $117.6 million in 2024, then slipped by 13.85% to $101.3 million in 2025, then slumped by 30.31% to $70.6 million in 2026.
- According to Business Quant data, Interest & Investment Income over the past three periods registered $70.6 million, $90.9 million, and $101.3 million for Q2 2026, Q1 2026, and Q4 2025 respectively.
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Int & Inv Inc (Qtr) |
|---|---|---|---|---|---|
| 1 | Blackstone | 107.26 Bn | 104.75 Bn | - | 134.22 Mn |
| 2 | Kkr | 94.91 Bn | -182.16 Bn | - | 732.79 Mn |
| 3 | Brookfield | 88.30 Bn | 57.51 Bn | 19.38 Bn | - |
| 4 | Apollo Global Management | 78.20 Bn | 52.83 Bn | 10.54 Bn | - |
| 5 | Brookfield Asset Management | 78.08 Bn | 76.58 Bn | - | - |
| 6 | Wheaton Precious Metals | 70.42 Bn | 70.32 Bn | 687.86 Mn | -2.66 Mn |
| 7 | Franco Nevada | 50.91 Bn | 49.37 Bn | 451.00 Mn | 6.80 Mn |
| 8 | Ares Management | 31.30 Bn | 31.30 Bn | - | 59.12 Mn |
| 9 | Carlyle | 16.48 Bn | 15.22 Bn | - | - |
| 10 | Brookfield Oaktree Holdings | 2.40 Bn | 2.40 Bn | - | 70.59 Mn |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 70.59 Mn |
| Mar 31, 2026 | 90.88 Mn |
| Dec 31, 2025 | 101.29 Mn |
| Sep 30, 2025 | 121.04 Mn |
| Jun 30, 2025 | 112.34 Mn |
| Mar 31, 2025 | 148.36 Mn |
| Dec 31, 2024 | 117.57 Mn |
| Sep 30, 2024 | 115.04 Mn |
| Jun 30, 2024 | 136.39 Mn |
| Mar 31, 2024 | 121.38 Mn |
| Dec 31, 2023 | 101.96 Mn |
| Sep 30, 2023 | 86.95 Mn |
| Jun 30, 2023 | 93.09 Mn |
| Mar 31, 2023 | 66.81 Mn |
| Dec 31, 2022 | 149.45 Mn |
| Sep 30, 2022 | 154.97 Mn |
| Jun 30, 2022 | 129.86 Mn |
| Mar 31, 2022 | 123.57 Mn |
| Dec 31, 2021 | 115.79 Mn |
| Sep 30, 2021 | 90.67 Mn |