Brookfield Oaktree Holdings (OAK-PA) Tax Rate (2011 - 2022)

Brookfield Oaktree Holdings (OAK-PA) reported Tax Rate of 0.79% for Q4 2022, down 51.0% on a YoY basis from 1.62% in Q4 2021, and down 85.27% quarter-over-quarter from 5.39% in Q3 2022.

Brookfield Oaktree Holdings (OAK-PA) Tax Rate (2011 - 2022) Analysis & Trends

Brookfield Oaktree Holdings has reported Tax Rate for 12 years, with the latest figure at 0.79% in Q4 2022.

  • For the quarter ending Q4 2022, Tax Rate fell 51.0% year-over-year to 0.79%; the trailing twelve-month figure through Sep 2023 stood at 0.46% (down 348.0% YoY), and the FY2022 full-year result was 3.12%, up 206.0% from the prior year.
  • Tax Rate for Q4 2022 stood at 0.79%, down from 5.39% in the prior quarter.
  • The five-year high for Tax Rate was 6.89% in Q2 2018, with the low at 29.8% in Q3 2019.
  • Historically, Tax Rate has averaged 0.27% across 5 years, with a median of 1.6% in 2019.
  • Annual changes were most pronounced in 2018 — Tax Rate slumped 5971 bps — and 2020, when it soared 3151 bps.
  • Brookfield Oaktree Holdings' Tax Rate stood at 5.55% in 2018, then slumped by 127 bps to 1.52% in 2019, then jumped by 141 bps to 0.63% in 2020, then jumped by 109 bps to 1.31% in 2021, then sank by 39 bps to 0.79% in 2022.
  • The last three Tax Rate figures came in at 0.79% (Q4 2022), 5.39% (Q3 2022), and 6.63% (Q2 2022), per Business Quant data.

Peer Comparison

Historic Data

Download Data
DateValue
Dec 31, 2022 0.79%
Dec 31, 2022 0.79%
Sep 30, 2022 5.39%
Sep 30, 2022 5.39%
Jun 30, 2022 -6.63%
Jun 30, 2022 -6.63%
Mar 31, 2022 3.15%
Mar 31, 2022 3.15%
Dec 31, 2021 1.31%
Dec 31, 2021 1.31%
Sep 30, 2021 1.92%
Sep 30, 2021 1.92%
Jun 30, 2021 1.40%
Jun 30, 2021 1.40%
Mar 31, 2021 0.45%
Mar 31, 2021 0.45%
Dec 31, 2020 0.63%
Dec 31, 2020 0.63%
Sep 30, 2020 1.70%
Sep 30, 2020 1.70%