Brookfield Oaktree Holdings (OAK-PA) Interest & Investment Income (2011 - 2026)
Brookfield Oaktree Holdings' Interest & Investment Income was $70.59 million in Q2 2026, down 37.2% from $112.34 million a year earlier and down 22.3% from the prior quarter.
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Analysis
Brookfield Oaktree Holdings (OAK-PA) Interest & Investment Income (2011 - 2026) Analysis & Trends
On a trailing twelve-month basis, Brookfield Oaktree Holdings' Interest & Investment Income was $383.79 million through Jun 30, 2026, down 22.2% year-over-year; for FY2025, it was $483.03 million, down 1.5% from FY2024.
- Interest & Investment Income shows a five-year compound annual growth rate of 8.7% (FY2020 to FY2025).
- In earlier years, Interest & Investment Income was $490.39 million in FY2024 (+40.6%), $348.8 million in FY2023 (-37.5%), $557.84 million in FY2022 (+43.3%) and $389.25 million in FY2021 (+22.3%).
- The Q2 2026 figure marks the lowest quarterly Interest & Investment Income since Q1 2023.
- Compared with a year earlier, Interest & Investment Income has declined for three straight quarters, with an average decline of 4.0% over the last eight quarters.
- The best year-over-year quarter for Interest & Investment Income over five years was Q1 2024 (growth of 81.7%); the worst was Q1 2023 (a decline of 45.9%).
- Per Business Quant data, OAK-PA's Interest & Investment Income in the three quarters before Q2 2026 was $90.88 million (Q1 2026), $101.29 million (Q4 2025) and $121.04 million (Q3 2025).
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Int & Inv Inc (Qtr) |
|---|---|---|---|---|---|
| 1 | BlackRock | 188.37 Bn | 130.89 Bn | - | 97.00 Mn |
| 2 | Spdr Gold Trust | 136.41 Bn | -421.59 Bn | - | -149.76 Mn |
| 3 | Blackstone | 99.52 Bn | 89.50 Bn | - | 134.22 Mn |
| 4 | Brookfield | 96.73 Bn | -86.59 Bn | - | - |
| 5 | Kkr | 87.91 Bn | 8.06 Bn | - | 2.04 Bn |
| 6 | Brookfield Asset Management | 86.38 Bn | 81.19 Bn | - | - |
| 7 | Apollo Global Management | 73.89 Bn | -12.27 Bn | 4.14 Bn | 5.51 Bn |
| 8 | Wheaton Precious Metals | 65.24 Bn | 60.67 Bn | 687.86 Mn | - |
| 9 | Franco Nevada | 50.78 Bn | 48.15 Bn | 451.00 Mn | 6.80 Mn |
| 10 | Brookfield Oaktree Holdings | 2.38 Bn | 1.33 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 |
API Access
Brookfield Oaktree Holdings Interest & Investment Income API
Pull this series into your own models, spreadsheets and apps with the Business Quant
Historical Metrics API. The request below matches the chart above — change the
frequency, period or values and it follows. Swap YOUR_API_KEY for your own key.
https://data.businessquant.com/historic?slug=interest-and-investment-income&ticker=OAK-PA&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "interest-and-investment-income", "ticker": "OAK-PA", "period": "max", "api_key": "YOUR_API_KEY"}
data = requests.get(url, params=params).json()const res = await fetch("https://data.businessquant.com/historic?slug=interest-and-investment-income&ticker=OAK-PA&period=max&api_key=YOUR_API_KEY");
const data = await res.json();