Brookfield Oaktree Holdings, LLC 6.625 % Non-Cum Red Perp Pfd Units Series A
OAK-PA
NYSE·Financial Services·Asset Management·Mkt cap $2.4B
$20.39
▲ +0.34%
P/E
8.06
Mkt Cap
$2.4B
52-Wk Range
$20.10–$22.44
52-Week Range
$20.10 - $22.44
P/E
Fwd P/E
Beta
Div Yield
Avg Vol
Shares Out
Mkt Cap
Price action
Price chart
Down 6.2% over the trailing year
Total returns
Price performance
Total return across standard periods - splits & dividends adjusted by FMP. Periods longer than 1Y show annualized in the tooltip.
Why we rate it this way
The thesis at a glance
Bull and bear case · plain-English context across the five lenses we evaluate.
Bull Case
No bull reasons captured for this rating yet.
Bear Case
1 risk
- Low volatility (beta 0.6).
Growth
Strong growth ahead
Value
Deep value opportunity - significant discount to sector peers
Momentum
Stable
-3.5% over 3m
Quality
Excellent
Excellent business quality
Dividend
High yield
8.14% yield
Smart-money signal
Who's buying OAK-PA right now
Insider Form 4s, 13F institutional filings, and Congressional disclosures - at a glance.
Earnings track record
Recent earnings results
AI-summarized recap of last quarter, plus the surprise on every print.
Most recent quarter reported revenue of $161.2M (+33% YoY). Reported EPS of $0.41.
Reported EPS · last 4Q
Q2 26
$0.41
Q1 26
$0.27
Q4 25
$1.35
Q3 25
$0.50
Revenue trend · last 8Q
—
—
—
—
+489%
-22%
-60%
+33%
Q3 24
Q4 24
Q1 25
Q2 25
Q3 25
Q4 25
Q1 26
Q2 26
$32.5M
$257.6M
$218.0M
$121.6M
$191.6M
$200.6M
$87.7M
$161.2M
Margins · last 8Q
Profit
34.6%
Wall Street consensus
Analyst coverage
Live ratings and price targets aggregated across covering analysts.
vs Industry
How OAK-PA stacks vs Asset Management
Stock metrics vs industry averages. Green = better than industry.
Industry comparison data unavailable for this stock.