Brookfield Oaktree Holdings (OAK-PA) Return on Equity [ROE] (2012 - 2026)
Brookfield Oaktree Holdings (OAK-PA) reported Return on Equity [ROE] of 32.49% for Q2 2026, up 10.19 percentage points from 22.31% a year earlier and up 5.52 percentage points from the prior quarter.
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Analysis
Brookfield Oaktree Holdings (OAK-PA) Return on Equity [ROE] (2012 - 2026) Analysis & Trends
For FY2025, Brookfield Oaktree Holdings posted Return on Equity [ROE] of 22.43%, down 9.14 percentage points from FY2024.
- Return on Equity [ROE] has a five-year change of +17.75 percentage points (FY2020 to FY2025).
- By year, Return on Equity [ROE] came in at 31.57% in FY2024 (+7.52 pp), 24.05% in FY2023 (+1.89 pp), 22.16% in FY2022 (-33.58 pp) and 55.74% in FY2021 (+51.07 pp).
- The Q2 2026 figure ranks as the highest quarterly Return on Equity [ROE] since Q4 2024.
- Year over year, Return on Equity [ROE] gained in four of the last eight quarters, with an average year-over-year change of +0.56 percentage points.
- The high point for year-over-year Return on Equity [ROE] in five years was Q3 2021 (a gain of 63.69 percentage points); the low point was Q3 2022 (a drop of 41.06 percentage points).
- Per Business Quant data, the three quarters before Q2 2026 came in at 26.97% (Q1 2026), 23.54% (Q4 2025) and 22.60% (Q3 2025).
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | ROE (Qtr) |
|---|---|---|---|---|---|
| 1 | BlackRock | 186.83 Bn | 129.35 Bn | - | 12.36% |
| 2 | Spdr Gold Trust | 136.47 Bn | -421.53 Bn | - | 16.25% |
| 3 | Blackstone | 98.81 Bn | 88.80 Bn | - | 33.23% |
| 4 | Brookfield | 95.22 Bn | -88.09 Bn | - | 2.21% |
| 5 | Kkr | 88.02 Bn | 8.16 Bn | - | 7.09% |
| 6 | Brookfield Asset Management | 85.90 Bn | 80.71 Bn | - | 34.49% |
| 7 | Apollo Global Management | 72.67 Bn | -13.49 Bn | 4.14 Bn | 1.84% |
| 8 | Wheaton Precious Metals | 64.54 Bn | 59.96 Bn | 687.86 Mn | 21.54% |
| 9 | Franco Nevada | 50.11 Bn | 47.47 Bn | 451.00 Mn | 18.08% |
| 10 | Brookfield Oaktree Holdings | 2.38 Bn | 1.34 Bn | - | 32.49% |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 32.49% |
| Mar 31, 2026 | 26.97% |
| Dec 31, 2025 | 23.54% |
| Sep 30, 2025 | 22.60% |
| Jun 30, 2025 | 22.31% |
| Mar 31, 2025 | 24.35% |
| Dec 31, 2024 | 33.39% |
| Sep 30, 2024 | 35.93% |
| Jun 30, 2024 | 29.90% |
| Mar 31, 2024 | 26.30% |
| Dec 31, 2023 | 21.65% |
| Sep 30, 2023 | 23.25% |
| Jun 30, 2023 | 24.45% |
| Mar 31, 2023 | 22.06% |
| Dec 31, 2022 | 22.65% |
| Sep 30, 2022 | 17.27% |
| Jun 30, 2022 | 21.92% |
| Mar 31, 2022 | 34.02% |
| Dec 31, 2021 | 52.79% |
| Sep 30, 2021 | 58.33% |
API Access
Brookfield Oaktree Holdings Return on Equity [ROE] 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=return-on-equity-%5Broe%5D&ticker=OAK-PA&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "return-on-equity-[roe]", "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=return-on-equity-%5Broe%5D&ticker=OAK-PA&period=max&api_key=YOUR_API_KEY");
const data = await res.json();