Brookfield Oaktree Holdings Llc (OAKPA) Return on Investment ROI from the second quarter of 2026 to second quarter of 2025 and for the year 2026, average high and low, overall ranking from Jun 30 2026 to Jun 30 2025 - CSIMarket
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Brookfield Oaktree Holdings Llc  (NYSE: OAKPA)
    Sector • Financial    Industry • Investment Services
   Industry • Investment Services
   Sector • Financial


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

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

What is Brookfield Oaktree Holdings Llc's ROI in the second quarter of 2026?
Brookfield Oaktree Holdings Llc achieved a return on average invested assets (ROI) of 10.48 % in its second quarter of 2026, this is above OAKPA's average return on investment of 6.35%.
Brookfield Oaktree Holdings Llcs investments during the 12 months ending in the second quarter of 2026 are valued at $6 billion

ROI has improved compared to 9.37% in the first quarter of 2026, due to net income growth.

Within the Financial sector 92 other companies had a higher return on investment. While return on investment, the total ranking has deteriorated compared to the first quarter of 2026 from 878 to 901.

Definition and Formula of Return on Investment


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Return On Investment (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 Investment Change TTM 0.57 % -19.97 % -23.92 % -20.62 % -18.04 %
Y / Y Net Income Change TTM 44.91 % 9.67 % -2.95 % 52.4 % 254.21 %
Investment (TTM) in Millions 7,071 7,134 6,672 6,480 6,291
Return On Investment (TTM) 10.48 % 9.37 % 7.95 % 7.37 % 7.27 %
OAKPA's Overall Ranking # 901 # 878 # 881 # 1001 # 913
Seq. Investment Change TTM 2.93 % 1 % -1.5 % -1.79 % -18.09 %
Seq. Net Income Change TTM 15.15 % 18.93 % 6.29 % -0.45 % -12.85 %
Net Income (TTM) in Millions 717 622 523 492 494

OAKPA Company Profile >> Back to OAKPA Roi Comparisons >> See Annual OAKPA Return On Investment



Return On Investment OAKPA's Ranking
Within: No.
Industry # 22
Sector # 93
Overall # 901

Return On Investment Statistics
High Average Low
15.72 %
6.35 %
-7.81 %
(Jun 30 2013)   (Jun 30 2016)







Financial Statements
Brookfield Oaktree Holdings Llc's II. Quarter Investments $ 7,071 Millions OAKPA's Balance sheet
Brookfield Oaktree Holdings Llc's II. Quarter Income $ 161 Millions Quarterly OAKPA's Income Statement
OAKPA's Income by Division See OAKPA's Income by Division


OAKPA Annual Return On Investment (Dec 31 2025)
2025		 (Dec 31 2024)
2024		 (Dec 31 2023)
2023		 (Dec 31 2022)
2022		 (Dec 31 2021)
2021
Total Investments in Millions 6,800 7,073 6,142 5,655 14,125
Y / Y Investment Growth -3.86 % 15.16 % 8.62 % -59.96 % 38.31 %
Net Income in Millions 523 787 540 463 1,157
Y / Y Net Income Growth -33.52 % 45.71 % 16.64 % -59.99 % 1282.19 %
Annual Return On Investment 7.69 % 11.13 % 8.79 % 8.19 % 8.19 %


Annual Roi Comment
In the fiscal year 2025 ROI decreased relative to the previous year to 7.69 %, due to deterioration of net income.

Definition and Formula of Return on Investment

Other ROI Ratios
Investment Services Industry Roi Trends and Statistics
Financial Sector Return On Investment Statistics
Roi Trends for overall market
OAKPA's Roi Ratio versus Investment Services Industry, Financial Sector and total Market
Highest Ranking Return On Investment
Lowest Ranking Return On Investment
Subscribers only: Roi for OAKPA's Competitors
Subscribers only: Roi for Brookfield Oaktree Holdings Llc's Suppliers
Subscribers only: Return On Investment for OAKPA's Customers

Other Ratios
OAKPA's Roa OAKPA's Inventory Turnover Ratio OAKPA's Growth Rates OAKPA's Dividend Statistics
OAKPA's Profitability Ratios OAKPA's Asset Turnover Ratio OAKPA's Dividend Growth
OAKPA's Roe OAKPA's Valuation Ratios OAKPA's Financial Strength Ratios OAKPA's Dividend Payout Ratio



Companies with similar Return On Investment at Jun 30 2026, within Financial Sector ROI
Oscar Health Inc   27.79 %
Sei Investments Company  27.54 %
Lendingtree inc   24.24 %
Artisan Partners Asset Management Inc   23.45 %
Erie Indemnity Company  23.09 %
Gigcapital7 Corp   22.40 %
Moody s Corporation  21.89 %
Evercore Inc   21.62 %
Invesco Db Oil Fund  21.16 %
Brookfield Asset Management Ltd   21.04 %
Cohen and Steers Inc   21.03 %
Gcm Grosvenor Inc   21.03 %
Slide Insurance Holdings Inc   20.95 %
Oppfi Inc   20.81 %
Goosehead Insurance Inc   20.16 %
Hamilton Lane Incorporated  19.50 %
Moelis and Co  18.88 %
Graniteshares Gold Trust  18.57 %
Hamilton Insurance Group Ltd   18.36 %
Mntn Inc   18.07 %
Cboe Global Markets Inc   18.06 %
Spdr Gold Trust  17.35 %
Medalist Diversified inc   16.76 %
Abrdn Precious Metals Basket Etf Trust  16.58 %
Abrdn Gold Etf Trust  16.57 %
Allstate Corp  16.50 %
Acadian Asset Management Inc   16.45 %
Price T Rowe Group Inc  16.44 %
Dynex Capital Inc   16.13 %
Marketaxess Holdings Inc   16.11 %

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



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