Brookfield Oaktree Holdings (OAK-PA) Non Operating Investment Income (2012 - 2026)
Brookfield Oaktree Holdings' (OAK-PA) quarterly Non Operating Investment Income came in at $70.0 million in Q2 2026, up 660.6% on a YoY basis from $9.2 million in Q2 2025, and down 14.03% quarter-over-quarter from $81.5 million in Q1 2026.
Analysis
Brookfield Oaktree Holdings (OAK-PA) Non Operating Investment Income (2012 - 2026) Analysis & Trends
Brookfield Oaktree Holdings (OAK-PA) has reported Non Operating Investment Income for 15 consecutive years, with $70.0 million the latest figure, recorded in Q2 2026.
- For the quarter ending Q2 2026, Non Operating Investment Income rose 660.6% year-over-year to $70.0 million; the trailing twelve-month figure through Jun 2026 stood at $352.0 million (up 742.09% YoY), and the FY2025 full-year result was $52.3 million, down 75.83% from the prior year.
- Non Operating Investment Income slipped to $70.0 million in Q2 2026 per OAK-PA's latest filing, from $81.5 million in the prior quarter.
- Across five years, Non Operating Investment Income topped out at $169.2 million in Q4 2025 and bottomed at -$155.4 million in Q2 2022.
- Historically, Non Operating Investment Income has averaged $34.4 million across 5 years, with a median of $32.6 million in 2023.
- The sharpest annual moves came in 2022 and 2026: Non Operating Investment Income tumbled 318.13% in 2022, then soared 660.6% in 2026.
- Over 5 years, Non Operating Investment Income stood at $54.7 million in 2022, then sank by 41.42% to $32.1 million in 2023, then grew by 3.11% to $33.0 million in 2024, then surged by 412.06% to $169.2 million in 2025, then sank by 58.61% to $70.0 million in 2026.
- According to Business Quant data, Non Operating Investment Income over the past three periods registered $70.0 million, $81.5 million, and $169.2 million for Q2 2026, Q1 2026, and Q4 2025 respectively.
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Non Operating Investment Income (Qtr) |
|---|---|---|---|---|---|
| 1 | Blackstone | 107.26 Bn | 104.75 Bn | - | 2.47 Bn |
| 2 | Kkr | 94.91 Bn | -182.16 Bn | - | 378.59 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 | 2.99 Bn |
| 5 | Brookfield Asset Management | 78.08 Bn | 76.58 Bn | - | - |
| 6 | Wheaton Precious Metals | 70.42 Bn | 70.32 Bn | 687.86 Mn | - |
| 7 | Franco Nevada | 50.91 Bn | 49.37 Bn | 451.00 Mn | - |
| 8 | Ares Management | 31.30 Bn | 31.30 Bn | - | 176.40 Mn |
| 9 | Carlyle | 16.48 Bn | 15.22 Bn | - | - |
| 10 | Brookfield Oaktree Holdings | 2.40 Bn | 2.40 Bn | - | 70.05 Mn |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 70.05 Mn |
| Mar 31, 2026 | 81.48 Mn |
| Dec 31, 2025 | 169.24 Mn |
| Sep 30, 2025 | 31.28 Mn |
| Jun 30, 2025 | -12.50 Mn |
| Mar 31, 2025 | -127.85 Mn |
| Dec 31, 2024 | 33.05 Mn |
| Sep 30, 2024 | 52.47 Mn |
| Jun 30, 2024 | 54.86 Mn |
| Mar 31, 2024 | 117.47 Mn |
| Dec 31, 2023 | 32.05 Mn |
| Sep 30, 2023 | 14.05 Mn |
| Jun 30, 2023 | 30.70 Mn |
| Mar 31, 2023 | 31.68 Mn |
| Dec 31, 2022 | 54.72 Mn |
| Sep 30, 2022 | 13.02 Mn |
| Jun 30, 2022 | -155.35 Mn |
| Mar 31, 2022 | 128.36 Mn |
| Dec 31, 2021 | -41.51 Mn |
| Sep 30, 2021 | 60.33 Mn |