Wall Street analyst estimates for Brookfield Oaktree Holdings, LLC 6.625 % Non-Cum Red Perp Pfd Units Series A (OAK-PA): consensus price target, buy/hold/sell recommendations and forecasts for revenue, EPS and EBITDA for the upcoming fiscal years.
Brookfield Oaktree Holdings, LLC is a privately owned investment manager. It operates as a global investment management firm that focuses on alternative markets. It manage investments in a number of strategies within seven asset classes, including distressed debt; corporate debt, including high yield debt and senior loans; control investing; convertible securities; real estate; listed equities and private equity.
Recent Earnings Surprises
| Date | EPS Actual | EPS Est. | vs Est. |
|---|---|---|---|
| 2026-08-11 | $0.41 | ||
| 2026-05-12 | $0.27 | $0.98 | -72.4% |
| 2026-03-18 | $1.35 | $0.75 | +80.0% |
| 2025-11-10 | $0.50 | ||
| 2025-08-18 | $0.18 | ||
| 2025-05-14 | $-0.04 | ||
| 2025-03-19 | $1.07 | ||
| 2024-11-12 | $0.27 |
Valuation Ratios
| P/E Ratio | 8.08 |
| Price / Book | 1.18 |
| EV / EBITDA | 4.89 |
| Dividend Yield | 8.10% |
Income Statement (10y)
| Year | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $1.15B | $1.47B | $1.38B | $921.1M | $322.7M | $1.49B | $491.4M | $762.0M | $841.4M | $731.8M |
| Cost of Revenue | $206.5M | $458.1M | $402.3M | $239.6M | $141.7M | $674.3M | $175.6M | $200.6M | $103.2M | $84.3M |
| Gross Profit | $944.4M | $1.01B | $977.1M | $681.5M | $181.0M | $819.5M | $315.8M | $561.4M | $738.2M | $647.6M |
| Research & Development | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Selling, General & Admin | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | $3.2M |
| Operating Expenses | $704.6M | $502.8M | $775.5M | $779.1M | $368.5M | $96.0M | $191.3M | -$29.1M | -$148.6M | $35.7M |
| Operating Income | $239.9M | $506.6M | $201.6M | -$97.6M | -$187.5M | $723.5M | $124.5M | $590.4M | $886.8M | $611.9M |
| EBITDA | $745.5M | $1.09B | $675.3M | $614.4M | $251.7M | $1.33B | $728.0M | $590.4M | $886.8M | $611.9M |
| Interest Expense | $120.6M | $169.9M | $160.1M | $197.2M | $157.7M | $155.3M | $248.4M | $50.3M | $99.8M | $88.6M |
| Pre-tax Income | $608.6M | $904.9M | $489.3M | $397.0M | $91.9M | $1.17B | $478.0M | $540.2M | $787.1M | $523.2M |
| Income Tax | $42.5M | $215.4M | $24.8M | $9.6M | $8.2M | $12.4M | $14.9M | 0 | 0 | 0 |
| Net Income | $194.7M | $231.5M | $223.4M | $154.8M | $165.7M | $631.7M | $203.6M | $221.2M | $307.5M | $249.2M |
| EPS | $3.11 | $3.61 | $2.99 | $1.59 | $1.40 | $6.10 | $1.73 | $1.80 | $2.45 | $1.88 |
| EPS (Diluted) | $3.11 | $3.61 | $2.99 | $1.59 | $1.40 | $6.10 | $1.73 | $1.80 | $2.45 | $1.88 |
| Shares Outstanding (Diluted) | $62.6M | $64.1M | $70.5M | $80.0M | $98.5M | $99.0M | $102.0M | $107.6M | $114.5M | $118.7M |
Price
| Price | $20.07 |
| Market Cap | $2.4B |
| Exchange | NYSE |
| Country | US |
Related companies: APAM · BBUC · BUR · ECC · HTGC · OAK-PB · PAX
Explore sector: Financial Services · Asset Management
More sections of OAK-PA: Overview · Financials · Valuation · Statistics · Technical · Ownership · News · Events
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