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

Brookfield Oaktree Holdings posted quarterly Tax Rate of 0.79% for Q4 2022, down 51.0% year-on-year from 1.62% in Q4 2021, and down 85.27% on a QoQ basis from 5.39% in Q3 2022.

Brookfield Oaktree Holdings (OAK-PB) has 12 years of Tax Rate data on file, last reported 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.
  • Across five years, Tax Rate topped out at 6.89% in Q2 2018 and bottomed at 29.8% in Q3 2019.
  • The 5-year median for Tax Rate is 1.6% (2019), against an average of 0.27%.
  • The widest annual swing landed in 2018, when Tax Rate plunged 5971 bps; it then soared 3151 bps in 2020.
  • A 5-year view of Tax Rate shows it stood at 5.55% in 2018, then sank by 127 bps to 1.52% in 2019, then surged by 141 bps to 0.63% in 2020, then surged by 109 bps to 1.31% in 2021, then plunged 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.

Historic Data

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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
Jun 30, 2020 1.85
Jun 30, 2020 1.85
Mar 31, 2020 -0.41
Mar 31, 2020 -0.41
Dec 31, 2019 -1.52
Dec 31, 2019 -1.52
Sep 30, 2019 -29.80
Sep 30, 2019 -29.80
Jun 30, 2019 1.50
Jun 30, 2019 1.50
Mar 31, 2019 2.38
Mar 31, 2019 2.38
Dec 31, 2018 5.55
Dec 31, 2018 5.55
Sep 30, 2018 4.39
Sep 30, 2018 4.39
Jun 30, 2018 6.89
Jun 30, 2018 6.89
Mar 31, 2018 4.45
Mar 31, 2018 4.45
Dec 31, 2017 65.26
Dec 31, 2017 65.26
Sep 30, 2017 9.35
Sep 30, 2017 9.35
Jun 30, 2017 1.84
Jun 30, 2017 1.84
Mar 31, 2017 7.06
Mar 31, 2017 7.06
Dec 31, 2016 6.83
Dec 31, 2016 6.83
Sep 30, 2016 4.83
Sep 30, 2016 4.83
Jun 30, 2016 5.74
Jun 30, 2016 5.74
Mar 31, 2016 13.23
Mar 31, 2016 13.23
Dec 31, 2015 -0.31
Dec 31, 2015 -0.31
Sep 30, 2015 -0.11
Sep 30, 2015 -0.11
Jun 30, 2015 -1.76
Jun 30, 2015 -1.76
Mar 31, 2015 0.61
Mar 31, 2015 0.61
Dec 31, 2014 0.59
Dec 31, 2014 0.59
Sep 30, 2014 -0.93
Sep 30, 2014 -0.93
Jun 30, 2014 0.44
Jun 30, 2014 0.44
Mar 31, 2014 0.52
Mar 31, 2014 0.52
Dec 31, 2013 0.43
Dec 31, 2013 0.43
Sep 30, 2013 0.07
Sep 30, 2013 0.07
Jun 30, 2013 0.76
Jun 30, 2013 0.76
Mar 31, 2013 0.42
Mar 31, 2013 0.42
Dec 31, 2012 0.25
Dec 31, 2012 0.25
Sep 30, 2012 0.26
Sep 30, 2012 0.26
Jun 30, 2012 1.66
Jun 30, 2012 1.66
Mar 31, 2012 0.34
Mar 31, 2012 0.34
Dec 31, 2011 0.30
Dec 31, 2011 0.30
Sep 30, 2011 -0.03
Sep 30, 2011 -0.03
Jun 30, 2011 4.09
Jun 30, 2011 4.09
Mar 31, 2011 0.39
Mar 31, 2011 0.39