Brookfield Oaktree Holdings OAK-PA
NYSE OAK-PA
$20.22 +0.01 (+0.02%)
As of: Sep 8, 2026 · 11:36 AM EDT

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

Historic Data

Download Data
DateValue
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