NYSE · INVESTMENT ADVICE · SMALL CAP
Brookfield Oaktree Holdings, LLC OAK-PA
16 fiscal years on record · USD · FY2025 reported
SEC FILINGS ONLY
Revenue · FY2025
$679.5M
▼ 12.6% vs FY2024
EPS · FY25
—
Dividend / sh · FY25
$2.10
Payout · FY25
—
ROE · FY25
10.7%
Net margin · FY25
36.7%
Dividend coverage
0.9×
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Result
USD 679.5M
Revenue, FY2025 · full 16-year series below
Revenue
Net income
37 cents of every revenue dollar became profit this year.
Per share
—
Diluted EPS, FY2025
EPS
Dividend
Earnings covered only a fraction of the dividend — the rest came from cash or borrowing.
Profitability
10.7%
Return on equity, FY2025
ROE
Operating margin77.0%
Net margin36.7%
Return on assets3.6%
Each USD of equity produced 11 cents of profit this year.
Returned to shareholders
—
returned in FY2025 · dividends + net buybacks
Dividends paid—
Net buybacks—
Share of profit—
Consecutive raises—
Growth
+9.6% a year
revenue, compounded over five years
CAGR
3 yrs
5 yrs
10 yrs
15 yrs
Revenue
−14.9%
+9.6%
+12.9%
+8.3%
Net income
+7.0%
+8.5%
+13.3%
EPS, diluted
+2.8%
+6.1%
+2.6%
Dividend / share
+4.1%
+24.2%
+0.0%
−0.2%
Returned to shareholders
+14.1%
+15.0%
Compound annual rates per period — left blank where the series crosses a loss.
Share base
—
Shares outstanding, FY2025
Change, 5 years—
Change, 10 years—
A share split breaks the comparison across the period, so we leave it out.
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Balance sheet
USD 6.8B
total assets, end of FY2025
Total assetsUSD 6.8B
EquityUSD 2.3B
CashUSD 190.7M
Equity funds 33% of total assets.
History
16 fiscal years
Every figure from documents filed with the SEC · USD
Metric
2025
2024
2023
2022
2021
2020
2019
2018
2017
2016
2015
2014
2013
2012
2011
2010
Revenue $B
0.7
0.8
0.7
1.1
1.5
0.4
0.9
1.4
1.5
1.1
0.2
0.2
0.2
0.1
0.2
0.2
Operating income $B
0.5
0.8
0.5
0.5
1.2
0.1
0.4
0.5
0.9
0.6
−1.5
2.2
6.2
6.7
−0.3
5.3
EBITDA $B
·
0.8
0.5
0.5
1.2
0.1
0.4
0.5
0.9
0.6
−1.5
2.2
6.2
6.7
−0.3
5.3
Income tax $B
0.0
0.0
0.0
0.0
0.0
0.0
0.0
0.0
0.2
0.0
0.0
0.0
0.0
0.0
0.0
0.0
Net income $B
0.2
0.3
0.2
0.2
0.6
0.2
0.2
0.2
0.2
0.2
0.1
0.1
0.2
0.1
−0.1
−0.0
EPS, diluted $
·
·
·
·
·
·
·
·
·
·
·
·
·
·
·
·
Dividend / sh $
2.10
2.84
1.00
1.86
4.68
0.71
4.96
2.97
3.21
2.25
2.10
3.15
4.71
2.31
2.34
2.17
Payout %
·
·
·
·
·
·
·
·
·
·
139
104
72
62
−55
−100
ROE %
10.7
13.2
11.6
12.7
42.2
13.1
11.9
19.7
27.6
25.3
11.1
24.7
56.9
43.6
−51.0
·
Shares out B
·
·
·
·
·
·
·
·
·
·
·
·
·
·
·
·
Slide the table for earlier years · "·" marks figures not disclosed in the filing for that year.
How we verifyAUDITED
31 of 31
checks passed before publication
EPS recomputationBalance-sheet identityGross profitBalance-sheet liquidity
Every figure was compared against the original statement: 0 failures and 0 presentation gaps.
What we don’t show
We’d rather say what’s missing than fill the gap with an estimate.
P/E rationeeds a market quote — not yet licensed
Market capitalizationneeds a market quote — not yet licensed
Dividend yieldneeds a market quote — not yet licensed
Price-to-bookneeds a market quote — not yet licensed