Brookfield Oaktree Holdings Llc's ROA from the second quarter of 2026 to the second quarter of 2025 and 5 Year Period

Return on Assets, Quarterly Results, Trends, Rankings, Statistics

What is Brookfield Oaktree Holdings Llc's ROA in the second quarter of 2026?
Brookfield Oaktree Holdings Llc achieved a return on average assets (ROA) of 10.31 % in its second quarter of 2026, this is above OAKPA's average return on assets of 6.21%.
Brookfield Oaktree Holdings Llcs assets during the 12 months ending in the second quarter of 2026 are valued at $6 billion

ROA has improved compared to 9.15% in the first quarter of 2026, due to net income growth.

However, within the Financial sector 80 other companies had a higher return on assets. While Return on assets, overall ranking has advanced in the Jun 30 2026 quarter, so far to 666, from total ROA ranking in the first quarter of 2026 at 928.

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Return On Assets	(Jun 30 2026) II. Quarter	(Mar 31 2026) I. Quarter	(Dec 31 2025) IV. Quarter	(Sep 30 2025) III. Quarter	(Jun 30 2025) II. Quarter
Y / Y Total Assets Change	9.55 %	4.17 %	23.22 %	21 %	-13.11 %
Y / Y Net Income Change	141.39 %	350.17 %	14.34 %	-1.22 %	-52.25 %
Net Income (TTM) in million	717	622	523	492	494
Return On Assets (TTM)	10.31 %	9.15 %	7.78 %	7.69 %	8.08 %
OAKPA's Total Ranking	# 666	# 928	# 858	# 710	# 685
Total Assets (TTM) in million	7,071	7,307	6,800	6,630	6,455
Seq. Total Assets Change	-3.23 %	7.46 %	2.57 %	2.71 %	-7.98 %
Seq. Net Income Change	26.35 %	-48.46 %	36.41 %	171.77 %	135.62 %

OAKPA's 5 Years Annual ROA >> Back to OAKPA Management Effectiveness >> Compare OAKPA ROA to its Competitors

Return On Assets Company Ranking
Within:	No.
Industry	# 24
Sector	# 81
Overall	# 579

Return On Assets Statistics
High	Average	Low
15.6 %	6.21 %	-7.61 %
(Jun 30 2013)		(Jun 30 2016)

Financial Statements
Brookfield Oaktree Holdings Llc's Assets	$ 7,071 million	OAKPA's Balance sheet
Brookfield Oaktree Holdings Llc's Income	$ 161 million	Quarterly OAKPA's Income Statement
OAKPA's Income by Division		See OAKPA's Income by Division

Annual Return On Assets	(Dec 31 2025) FY 2025	(Dec 31 2024) FY 2024	(Dec 31 2023) FY 2023	(Dec 31 2022) FY 2022	(Dec 31 2021) FY 2021
Y / Y Total Assets Change	-3.22 %	15170.87 %	-99.19 %	-66.83 %	28.7 %
Total Assets in million	5,342	5,519	36	4,437	13,377
Y / Y Net Income Change	-33.52 %	45.71 %	16.64 %	-59.99 %	1282.19 %
Net Income in million	523	787	540	463	1,157
Annual Return On Assets	9.8 %	14.26 %	1494.61 %	10.44 %	8.65 %

OAKPA's 5 Years Annual ROA >> Back to OAKPA Management Effectiveness >> Compare OAKPA ROA to its Competitors

Comment on OAKPA's ROA in the fiscal year ending 2025

In the fiscal year 2025 Brookfield Oaktree Holdings Llc's ROA decreased compared to previous year to 9.8 %, due to deterioration of net income -33.52 % to $523.22 million, from $787.06 million a year ago, as OAKPA's assets were $5,341.51 million.

More Return On Assets Ratios
OAKPA's' Return on Assets at Yahoo Finance
Investment Services Industry Return On Assets Trends and Statistics
Financial Sector Roa Statistics
Roa Trends for overall market
OAKPA's Roa Ratio versus Investment Services Industry, Financial Sector and overall Market
Highest Ranking Return On Assets
Lowest Ranking Return On Assets
Subscribers only: Roa for OAKPA's Competitors
Subscribers only: Roa for Brookfield Oaktree Holdings Llc's Suppliers
Subscribers only: Return On Assets for OAKPA's Customers

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Companies with similar Return On Assets at Jun 30 2026, within Financial Sector	ROA
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Gigcapital7 Corp	27.54 %
Alliancebernstein Holding L p	25.37 %
Oppfi Inc	24.82 %
Artisan Partners Asset Management Inc	24.62 %
Invesco Db Energy Fund	23.88 %
Lendingtree inc	21.43 %
Gcm Grosvenor Inc	21.33 %
Hamilton Lane Incorporated	20.46 %
Invesco Db Commodity Index Tracking Fund	20.23 %
Pjt Partners Inc	20.03 %
Invesco Db Precious Metals Fund	19.76 %
Cohen and Steers Inc	19.70 %
Graniteshares Gold Trust	18.57 %
Corvel Corporation	18.52 %
Moody s Corporation	18.45 %
Slide Insurance Holdings Inc	18.39 %
Medalist Diversified inc	17.99 %
Spdr Gold Trust	17.34 %
Moelis and Co	17.23 %
Evercore Inc	17.22 %
Brookfield Asset Management Ltd	17.13 %
Erie Indemnity Company	16.95 %
Acadian Asset Management Inc	16.86 %
Abrdn Precious Metals Basket Etf Trust	16.58 %
Abrdn Gold Etf Trust	16.57 %
Price T Rowe Group Inc	15.82 %
Twfg Inc	15.34 %
Mntn Inc	15.12 %
Affirm Holdings Inc	14.97 %

Date modified: 2026-09-05T12:16:55+00:00

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