Brookfield Oaktree Holdings (OAK-PA) Retained Earnings (2011 - 2026)
Brookfield Oaktree Holdings' Retained Earnings was $116.86 million in Q2 2026, compared with -$17.75 million a year earlier and up 11.3% from the prior quarter.
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Analysis
Brookfield Oaktree Holdings (OAK-PA) Retained Earnings (2011 - 2026) Analysis & Trends
At the end of FY2025, Retained Earnings at Brookfield Oaktree Holdings came in at $76.43 million, down 76.8% from FY2024.
- Retained Earnings shows a five-year compound annual growth rate of -8.6% (FY2020 to FY2025).
- In earlier years, Retained Earnings was $329.63 million in FY2024 (-1.4%), $334.31 million in FY2023 (+35.7%), $246.35 million in FY2022 (-2.2%) and $251.79 million in FY2021 (+110.0%).
- The Q2 2026 figure marks the highest quarterly Retained Earnings since Q1 2025.
- Compared with a year earlier, Retained Earnings was higher in 1 of the last five quarters, with an average decline of 25.8%.
- The best year-over-year quarter for Retained Earnings over five years was Q4 2021 (growth of 110.0%); the worst was Q4 2025 (a decline of 76.8%).
- Per Business Quant data, OAK-PA's Retained Earnings in the three quarters before Q2 2026 was $104.96 million (Q1 2026), $76.43 million (Q4 2025) and -$24.98 million (Q3 2025).
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Retained Earnings (Qtr) |
|---|---|---|---|---|---|
| 1 | BlackRock | 164.03 Bn | 110.39 Bn | - | 40.21 Bn |
| 2 | Spdr Gold Trust | 134.08 Bn | -423.92 Bn | - | - |
| 3 | Blackstone | 84.38 Bn | 79.31 Bn | - | -18.65 Mn |
| 4 | Brookfield | 81.99 Bn | -83.40 Bn | 4.47 Bn | 5.65 Bn |
| 5 | Kkr | 81.98 Bn | 48.46 Bn | - | 14.57 Bn |
| 6 | Brookfield Asset Management | 71.20 Bn | 67.45 Bn | - | -950.00 Mn |
| 7 | Apollo Global Management | 66.86 Bn | 4.54 Bn | 10.56 Bn | 6.15 Bn |
| 8 | Wheaton Precious Metals | 60.68 Bn | 56.11 Bn | 687.86 Mn | 5.78 Bn |
| 9 | Franco Nevada | 45.90 Bn | 43.27 Bn | 451.00 Mn | 2.05 Bn |
| 10 | Brookfield Oaktree Holdings | 3.27 Bn | 3.28 Bn | - | 116.86 Mn |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 116.86 Mn |
| Mar 31, 2026 | 104.96 Mn |
| Dec 31, 2025 | 76.43 Mn |
| Sep 30, 2025 | -24.98 Mn |
| Jun 30, 2025 | -17.75 Mn |
| Mar 31, 2025 | 144.87 Mn |
| Dec 31, 2024 | 329.63 Mn |
| Sep 30, 2024 | 302.89 Mn |
| Jun 30, 2024 | 325.04 Mn |
| Mar 31, 2024 | 402.58 Mn |
| Dec 31, 2023 | 334.31 Mn |
| Sep 30, 2023 | 215.49 Mn |
| Jun 30, 2023 | 200.22 Mn |
| Mar 31, 2023 | 283.71 Mn |
| Dec 31, 2022 | 246.35 Mn |
| Sep 30, 2022 | 109.16 Mn |
| Jun 30, 2022 | 128.15 Mn |
| Mar 31, 2022 | 166.05 Mn |
| Dec 31, 2021 | 251.79 Mn |
| Sep 30, 2021 | 202.74 Mn |
API Access
Brookfield Oaktree Holdings Retained Earnings 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=retained-earnings&ticker=OAK-PA&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "retained-earnings", "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=retained-earnings&ticker=OAK-PA&period=max&api_key=YOUR_API_KEY");
const data = await res.json();