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) 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

Historic Data

Download Data
DateValue
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