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

Brookfield Oaktree Holdings (OAK-PA) has reported Tax Rate for 12 consecutive years, with 0.79% the latest figure, recorded 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 declined to 0.79% in Q4 2022 per OAK-PA's latest filing, from 5.39% in the prior quarter.
• Across five years, Tax Rate topped out at 6.89% in Q2 2018 and bottomed at 29.8% in Q3 2019.
• Historically, Tax Rate has averaged 0.27% across 5 years, with a median of 1.6% in 2019.
• The sharpest annual moves came in 2018 and 2020: Tax Rate tumbled 5971 bps in 2018, then jumped 3151 bps in 2020.
• Over 5 years, Tax Rate stood at 5.55% in 2018, then plunged by 127 bps to 1.52% in 2019, then soared by 141 bps to 0.63% in 2020, then soared by 109 bps to 1.31% in 2021, then tumbled by 39 bps to 0.79% in 2022.
• According to Business Quant data, Tax Rate over the past three periods registered 0.79%, 5.39%, and 6.63% for Q4 2022, Q3 2022, and Q2 2022 respectively.