Brookfield Oaktree Holdings, LLC 6.625 % Non-Cum Red Perp Pfd Units Series A

Brookfield Oaktree Holdings, LLC 6.625 % Non-Cum Red Perp Pfd Units Series A - ROEverified

OAK-PA

Price:

$21.35

Market Cap:

$2.54B

Brookfield Oaktree Holdings, LLC is a privately owned investment manager. It operates as a global investment management firm that focuses on alternative markets. It manage investments in a number of strategies within seven asset classes, including distressed debt; corporate debt, including high yield debt and senior loans; control investing; convertible securities; real estate; listed equities and private equity. Within the private equity, the firm seeks to invest in corporate private equity, special situation, and middle market. Within corporate private equity sector, it focuses on making control investments in undervalued companies across a variety of industries and sectors. In certain cas...[Read more]

Industry

Investment - Banking & Investment Services

IPO Date

2018-05-11

Stock Exchange

NYSE

Ticker

OAK-PA

The ROE as of August 2026 (TTM) for Brookfield Oaktree Holdings, LLC 6.625 % Non-Cum Red Perp Pfd Units Series A (OAK-PA) is 13.14%

According to Brookfield Oaktree Holdings, LLC 6.625 % Non-Cum Red Perp Pfd Units Series A’s latest financial reports and current stock price. The company's current ROE is 13.14%. This represents a change of 301.15% compared to the average of 3.28% of the last 4 quarters.

Brookfield Oaktree Holdings, LLC 6.625 % Non-Cum Red Perp Pfd Units Series A (OAK-PA) Historical ROE (quarterly & annually)

How has OAK-PA ROE performed in the past?

The mean historical ROE of Brookfield Oaktree Holdings, LLC 6.625 % Non-Cum Red Perp Pfd Units Series A over the last ten years is 15.98%. The current 13.14% ROE has changed -17.76% with respect to the historical average. Over the past ten years (40 quarters), OAK-PA's ROE was at its highest in in the June 2017 quarter at 12.98%. The ROE was at its lowest in in the March 2020 quarter at -6.61%.

Quarterly (TTM)
Annual

Average

15.98%

Median

13.01%

Minimum

1.67%

Maximum

38.04%

Brookfield Oaktree Holdings, LLC 6.625 % Non-Cum Red Perp Pfd Units Series A (OAK-PA) ROE by Quarter and Year

Discovering the peaks and valleys of Brookfield Oaktree Holdings, LLC 6.625 % Non-Cum Red Perp Pfd Units Series A ROE, unveiling quarterly and yearly fluctuations to gain insights into the company’s financial performance and market dynamics, offering valuable data for investors and analysts alike.

Maximum Annual Increase = 495.80%

Maximum Annual ROE = 38.04%

Minimum Annual Increase = -89.56%

Minimum Annual ROE = 1.67%

Quarterly (TTM)
Annual
YearROEChange
202511.05%-13.97%
202412.85%30.80%
20239.82%-25.43%
202213.17%-65.37%
202138.04%495.80%
20206.39%282.06%
20191.67%-89.56%
201816.01%-39.90%
201726.64%10.26%
201624.16%148.53%

Brookfield Oaktree Holdings, LLC 6.625 % Non-Cum Red Perp Pfd Units Series A (OAK-PA) Average ROE

How has OAK-PA ROE performed in the past?

The current ROE of Brookfield Oaktree Holdings, LLC 6.625 % Non-Cum Red Perp Pfd Units Series A (OAK-PA) is less than than its 3-year, less than than its 5-year, and less than than its 10-year historical averages

3-year avg

11.24%

5-year avg

16.99%

10-year avg

15.98%

Brookfield Oaktree Holdings, LLC 6.625 % Non-Cum Red Perp Pfd Units Series A (OAK-PA) ROE vs. Peers

How is OAK-PA’s ROE compared to its peers?

Brookfield Oaktree Holdings, LLC 6.625 % Non-Cum Red Perp Pfd Units Series A’s ROE is less than Oaktree Capital Group, LLC (13.14%), greater than Eagle Point Credit Company Inc. (-17.51%), greater than Brookfield Business Corporation (-18.05%), less than Burford Capital Limited (2.53%), less than Sixth Street Specialty Lending, Inc. (5.55%), less than Artisan Partners Asset Management Inc. (72.86%), less than Patria Investments Ltd (12.14%), less than Hercules Capital, Inc. (17.21%), less than Tri-Continental Corporation (13.09%),

Build a custom stock screener for Brookfield Oaktree Holdings, LLC 6.625 % Non-Cum Red Perp Pfd Units Series A (OAK-PA) and other stocks

One of the best ways to find valuable stocks to invest in is to build a custom made screener in your Excel or Google Sheets spreadsheet. This allows you to compare thousands of companies like Brookfield Oaktree Holdings, LLC 6.625 % Non-Cum Red Perp Pfd Units Series A using the financials and key metrics that matter to you in a single view.

The easiest way to set this up is to use the Wisesheets add-on and set your spreadsheet like this:

Custom stock screener in Wisesheets

Covering all these metrics from financial, data, dividend data, key metrics and more you can get all the data you want for over 50+ exchanges worldwide.

Get your free trial here.

Brookfield Oaktree Holdings, LLC 6.625 % Non-Cum Red Perp Pfd Units Series A (OAK-PA) and other stocks custom spreadsheet templates

The easiest way to analyze a company like Brookfield Oaktree Holdings, LLC 6.625 % Non-Cum Red Perp Pfd Units Series A or any others is to create a spreadsheet model that automatically retrieves all of the stock data you need.

Using Wisesheets you can set up a spreadsheet model like this with simple spreadsheet formulas. If you change the ticker you can get all of the data automatically updated for you.

Custom stock templates in Wisesheets

Whether you need live data, historical price data, financials, dividend data, key metrics, analyst estimates, or anything else...Wisesheets has you covered.

Frequently asked questions❓

What is the ROE?

How can you use the ROE?

What is Brookfield Oaktree Holdings, LLC 6.625 % Non-Cum Red Perp Pfd Units Series A's ROE?

How is the ROE calculated for Brookfield Oaktree Holdings, LLC 6.625 % Non-Cum Red Perp Pfd Units Series A (OAK-PA)?

What is the highest ROE for Brookfield Oaktree Holdings, LLC 6.625 % Non-Cum Red Perp Pfd Units Series A (OAK-PA)?

What is the 3-year average ROE for Brookfield Oaktree Holdings, LLC 6.625 % Non-Cum Red Perp Pfd Units Series A (OAK-PA)?

What is the 5-year average ROE for Brookfield Oaktree Holdings, LLC 6.625 % Non-Cum Red Perp Pfd Units Series A (OAK-PA)?

How does the current ROE for Brookfield Oaktree Holdings, LLC 6.625 % Non-Cum Red Perp Pfd Units Series A (OAK-PA) compare to its historical average?