Brookfield Oaktree Holdings, LLC annual return on equity
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2025
Brookfield Oaktree Holdings, LLC Return on Equity (ROE) Growth & History (OAK-PA)
Brookfield Oaktree Holdings, LLC's return on equity was 10.72% for fiscal 2025.
View full Brookfield Oaktree Holdings, LLC company overviewBrookfield Oaktree Holdings, LLC annual return on equity history
| Fiscal year | Period ended | Return on equity | Change (percentage points) |
|---|---|---|---|
| 2025 | 2025-12-31 | 10.72% | −2.52 pp |
| 2024 | 2024-12-31 | 13.24% | +1.59 pp |
| 2023 | 2023-12-31 | 11.65% | −1.05 pp |
| 2022 | 2022-12-31 | 12.70% | −29.47 pp |
| 2021 | 2021-12-31 | 42.17% | +29.10 pp |
| 2020 | 2020-12-31 | 13.08% | +1.14 pp |
| 2019 | 2019-12-31 | 11.94% | −7.80 pp |
| 2018 | 2018-12-31 | 19.73% | −7.91 pp |
| 2017 | 2017-12-31 | 27.64% | +2.35 pp |
| 2016 | 2016-12-31 | 25.29% | +14.15 pp |
| 2015 | 2015-12-31 | 11.14% | −13.60 pp |
| 2014 | 2014-12-31 | 24.74% | −32.14 pp |
| 2013 | 2013-12-31 | 56.88% | +13.28 pp |
| 2012 | 2012-12-31 | 43.60% | +57.07 pp |
| 2011 | 2011-12-31 | −13.47% | — |
Brookfield Oaktree Holdings, LLC quarterly return on equity
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| Fiscal quarter | Period ended | Return on equity | Change (percentage points) |
|---|---|---|---|
| Q2 2026 | 2026-06-30 | 2.54% | +1.57 pp |
| Q1 2026 | 2026-03-31 | 1.71% | +1.92 pp |
| Q4 2025 | 2025-12-31 | 7.51% | +1.74 pp |
| Q3 2025 | 2025-09-30 | 3.07% | +1.16 pp |
| Q2 2025 | 2025-06-30 | 0.98% | −0.97 pp |
| Q1 2025 | 2025-03-31 | −0.22% | −3.88 pp |
| Q4 2024 | 2024-12-31 | 5.77% | −0.77 pp |
| Q3 2024 | 2024-09-30 | 1.90% | +0.39 pp |
| Q2 2024 | 2024-06-30 | 1.95% | +1.93 pp |
| Q1 2024 | 2024-03-31 | 3.66% | +0.87 pp |
| Q4 2023 | 2023-12-31 | 6.54% | −4.18 pp |
| Q3 2023 | 2023-09-30 | 1.51% | +0.02 pp |
| Q2 2023 | 2023-06-30 | 0.03% | +0.88 pp |
| Q1 2023 | 2023-03-31 | 2.79% | +1.74 pp |
| Q4 2022 | 2022-12-31 | 10.72% | +1.97 pp |
| Q3 2022 | 2022-09-30 | 1.49% | −5.06 pp |
| Q2 2022 | 2022-06-30 | −0.85% | −8.20 pp |
| Q1 2022 | 2022-03-31 | 1.05% | −18.78 pp |
| Q4 2021 | 2021-12-31 | 8.75% | −4.51 pp |
| Q3 2021 | 2021-09-30 | 6.55% | +2.01 pp |
| Q2 2021 | 2021-06-30 | 7.35% | −2.64 pp |
| Q1 2021 | 2021-03-31 | 19.83% | +34.26 pp |
| Q4 2020 | 2020-12-31 | 13.26% | +9.32 pp |
| Q3 2020 | 2020-09-30 | 4.55% | +5.21 pp |
| Q2 2020 | 2020-06-30 | 9.99% | +6.47 pp |
| Q1 2020 | 2020-03-31 | −14.43% | −18.30 pp |
| Q4 2019 | 2019-12-31 | 3.94% | −1.47 pp |
| Q3 2019 | 2019-09-30 | −0.66% | −4.94 pp |
| Q2 2019 | 2019-06-30 | 3.52% | +0.52 pp |
| Q1 2019 | 2019-03-31 | 3.88% | −1.87 pp |
| Q4 2018 | 2018-12-31 | 5.41% | +3.87 pp |
| Q3 2018 | 2018-09-30 | 4.27% | −0.88 pp |
| Q2 2018 | 2018-06-30 | 3.00% | −10.53 pp |
| Q1 2018 | 2018-03-31 | 5.75% | −0.97 pp |
| Q4 2017 | 2017-12-31 | 1.54% | −5.95 pp |
| Q3 2017 | 2017-09-30 | 5.15% | −2.50 pp |
| Q2 2017 | 2017-06-30 | 13.53% | +6.86 pp |
| Q1 2017 | 2017-03-31 | 6.72% | +2.86 pp |
| Q4 2016 | 2016-12-31 | 7.49% | +5.77 pp |
| Q3 2016 | 2016-09-30 | 7.65% | +7.34 pp |
| Q2 2016 | 2016-06-30 | 6.68% | +3.46 pp |
| Q1 2016 | 2016-03-31 | 3.85% | −2.71 pp |
| Q4 2015 | 2015-12-31 | 1.71% | −2.76 pp |
| Q3 2015 | 2015-09-30 | 0.31% | −3.16 pp |
| Q2 2015 | 2015-06-30 | 3.21% | −2.46 pp |
| Q1 2015 | 2015-03-31 | 6.56% | −3.52 pp |
| Q4 2014 | 2014-12-31 | 4.47% | −9.83 pp |
| Q3 2014 | 2014-09-30 | 3.47% | −6.29 pp |
| Q2 2014 | 2014-06-30 | 5.68% | −8.86 pp |
| Q1 2014 | 2014-03-31 | 10.08% | −7.95 pp |
| Q4 2013 | 2013-12-31 | 14.30% | +0.94 pp |
| Q3 2013 | 2013-09-30 | 9.76% | +0.77 pp |
| Q2 2013 | 2013-06-30 | 14.54% | +4.14 pp |
| Q1 2013 | 2013-03-31 | 18.03% | +8.36 pp |
| Q4 2012 | 2012-12-31 | 13.35% | +17.42 pp |
| Q3 2012 | 2012-09-30 | 9.00% | — |
| Q2 2012 | 2012-06-30 | 10.40% | — |
| Q1 2012 | 2012-03-31 | 9.67% | — |
| Q4 2011 | 2011-12-31 | −4.06% | — |
Brookfield Oaktree Holdings, LLC return on equity trends
Over the last five fiscal years, Brookfield Oaktree Holdings, LLC's return on equity decreased from 13.08% to 10.72%, a change of −2.36 percentage points. The latest reported quarter, Q2 2026, shows 2.54%.
About the metric
What return on equity (ROE) means
Return on equity (ROE) measures how much net income a company generates relative to shareholders’ equity. It can help evaluate how efficiently equity capital is used, but unusually high or negative values may reflect leverage, losses, or a small equity base.
Calculation and source
How return on equity is calculated
TickerStat calculates ROE as SEC-reported net income divided by average stockholders’ equity at the beginning and end of the fiscal period. Periods with missing or non-positive average equity are omitted. Quarterly ROE uses quarterly net income and is not annualized. Fiscal periods can differ from calendar years, so exact period-end dates are included.
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