Brookfield Oaktree Holdings Llc's ROE per quarter

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

What is ROE for Brookfield Oaktree Holdings Llc in the first quarter 2026?
Brookfield Oaktree Holdings Llc achieved a return on average equity (ROE) of 27.75 % in its first quarter 2026, which is below Brookfield Oaktree Holdings Llc's average return on equity, which stands at 41.34%.

While the company's net income was fading, Brookfield Oaktree Holdings Llc was able to improve its ROE compared to the fourth quarter 2025.

Within the Investment Services industry 18 other companies had a higher return on equity. While Return on equity, overall ranking has advanced in the quarter, so far to 393, from total ROE ranking in the fourth quarter 2025 at 442.

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Return On Equity	(Mar 31 2026) I. Quarter	(Dec 31 2025) IV. Quarter	(Sep 30 2025) III. Quarter	(Jun 30 2025) II. Quarter	(Mar 31 2025) I. Quarter
Y / Y Equity Change	4.08 %	-5.71 %	-5.71 %	-15.26 %	-
Y / Y Net Income Change	350.17 %	14.34 %	-1.22 %	-52.25 %	-88.59 %
Net Income (TTM) in Millions	622	523	492	494	567
Return On Equity (TTM)	27.75 %	23.57 %	21.84 %	21.62 %	23.79 %
OAKPA's Total Ranking	# 393	# 442	# 509	# 474	# 360
Equity (TTM) in Millions	2,350	2,264	2,181	2,175	2,258
Seq. Equity Change	3.8 %	3.82 %	0.26 %	-3.67 %	-5.96 %
Seq. Net Income Change	-48.46 %	36.41 %	171.77 %	135.62 %	-86.91 %

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

Return On Equity Company Ranking
Within:	No.
Industry	# 19
Sector	# 98
Overall	# 393

Return On Equity Statistics
High	Average	Low
387.83 %	41.34 %	-151.57 %
(Dec 31 2013)		(Mar 31 2016)

OAKPA Annual Return On Equity	(Dec 31 2025) 2025	(Dec 31 2024) 2024	(Dec 31 2023) 2023	(Dec 31 2022) 2022	(Dec 31 2021) 2021
Total Equity in Millions	2,264	2,401	2,585	1,907	2,273
Y / Y Equity Change	-5.71 %	-7.1 %	35.57 %	-16.1 %	20.88 %
Net Income in Millions	523	787	540	463	1,157
Y / Y Net Income Change	-33.52 %	45.71 %	16.64 %	-59.99 %	1282.19 %
Return On Equity	23.11 %	32.78 %	20.9 %	24.29 %	50.93 %

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

Annual Roe Comment

In 2025 ROE decreased compared to the previous year to 23.11 %, due to deterioration of net income.

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

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Date modified: 2026-07-06T18:31:36+00:00

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