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) Retained Earnings (2011 - 2026)

Brookfield Oaktree Holdings' (OAK-PA) quarterly Retained Earnings came in at $1.5 billion in Q2 2026, down 14.02% on a YoY basis from $1.8 billion in Q2 2025, and down 16.47% quarter-over-quarter from $1.8 billion in Q1 2026.

Analysis

Brookfield Oaktree Holdings (OAK-PA) Retained Earnings (2011 - 2026) Analysis & Trends

Brookfield Oaktree Holdings (OAK-PA) has reported Retained Earnings for 16 consecutive years, with $1.5 billion the latest figure, recorded in Q2 2026.

  • For the quarter ending Q2 2026, Retained Earnings fell 14.02% year-over-year to $1.5 billion; the trailing twelve-month figure through Jun 2026 stood at $1.5 billion (down 14.02% YoY), and the FY2025 full-year result was $1.8 billion, up 6.88% from the prior year.
  • Retained Earnings eased to $1.5 billion in Q2 2026 per OAK-PA's latest filing, from $1.8 billion in the prior quarter.
  • Across five years, Retained Earnings topped out at $1.8 billion in Q1 2026 and bottomed at $908.1 million in Q4 2022.
  • Historically, Retained Earnings has averaged $1.5 billion across 5 years, with a median of $1.5 billion in 2023.
  • The sharpest annual moves came in 2022 and 2026: Retained Earnings soared 617.43% in 2022, then fell 14.02% in 2026.
  • Over 5 years, Retained Earnings stood at $908.1 million in 2022, then surged by 68.47% to $1.5 billion in 2023, then grew by 8.72% to $1.7 billion in 2024, then rose by 6.88% to $1.8 billion in 2025, then dropped by 13.78% to $1.5 billion in 2026.
  • According to Business Quant data, Retained Earnings over the past three periods registered $1.5 billion, $1.8 billion, and $1.8 billion for Q2 2026, Q1 2026, and Q4 2025 respectively.
Peer Set

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Retained Earnings (Qtr)
1 Blackstone 107.26 Bn 104.75 Bn - -18.65 Mn
2 Kkr 94.91 Bn -182.16 Bn - -
3 Brookfield 88.30 Bn 57.51 Bn 19.38 Bn 6.17 Bn
4 Apollo Global Management 78.20 Bn 52.83 Bn 10.54 Bn 16.67 Bn
5 Brookfield Asset Management 78.08 Bn 76.58 Bn - -950.00 Mn
6 Wheaton Precious Metals 70.42 Bn 70.32 Bn 687.86 Mn 5.78 Bn
7 Franco Nevada 50.91 Bn 49.37 Bn 451.00 Mn 2.05 Bn
8 Ares Management 31.30 Bn 31.30 Bn - 4.35 Bn
9 Carlyle 16.48 Bn 15.22 Bn - 4.56 Bn
10 Brookfield Oaktree Holdings 2.40 Bn 2.40 Bn - 1.53 Bn
Historic Data

Historic Data

Download Data
DateValue
Jun 30, 2026 1.53 Bn
Mar 31, 2026 1.84 Bn
Dec 31, 2025 1.78 Bn
Sep 30, 2025 1.80 Bn
Jun 30, 2025 1.78 Bn
Mar 31, 2025 1.70 Bn
Dec 31, 2024 1.66 Bn
Sep 30, 2024 1.60 Bn
Jun 30, 2024 1.56 Bn
Mar 31, 2024 1.53 Bn
Dec 31, 2023 1.53 Bn
Sep 30, 2023 1.53 Bn
Jun 30, 2023 1.51 Bn
Mar 31, 2023 1.06 Bn
Dec 31, 2022 908.14 Mn
Sep 30, 2022 1.21 Bn
Jun 30, 2022 1.17 Bn
Mar 31, 2022 1.14 Bn
Dec 31, 2021 251.79 Mn
Sep 30, 2021 202.74 Mn