OAK-PA · Brookfield Oaktree Holdings, LLC
Market Cap
$3.24B
Shares
160.39M
Price & Indicators
20d MA
50d MA
200d MA
Earnings
Filing
Insider
Congress
Investor day
Close$20.32
Open$20.21
Day$20.14–20.32
52W close$20.20–22.31
Avg vol 30d7K
DataJan 2020–Sep 2026
Filing10-Q · Aug 11
Up next
filed Aug 11, 2026
Equibles Rating
blended score · not investment adviceOverall
Neutral
SellHoldBuy
Technical
Sell
Momentum
Very Weak
Sentiment
Bullish
Fundamentals
Strong
Quant / Vol
Very Low
Market backdrop
VIX 15.2 · calm
Equity put/call 0.56
Technical
price trend
50 / 200-day cross
No cross
Price vs 200-day avg
−4%
below
Price vs 50-day avg
−3%
below
RSI (14)
34
neutral
MACD trend
Negative
52-week position
6%
near low
Volume (OBV)
Confirms
volume backs price
Momentum
relative strength
1-month return
−4%
trailing
6-month return
−5%
trailing
YTD return
−3%
this year
Relative strength
−20%
vs S&P · 6-mo
Sentiment
smart money
Trend (MA cross)
No cross
50d $21 › 200d $21 — 200d above 50d
Institutional flow
Accumulating
+1 funds added
Insider flow
Flat
No net insider activity over 90 days
Short interest
Flat
No short-interest data
Volume signal
Normal
Volume near normal
Institution breadth
Steady
1 holders — 13F breadth
Fundamentals
Revenue growth
+31%
Y/Y
EPS growth
−23%
Y/Y
Free cash flow
$471.0M
Balance sheet
$32.8M
net debt
Quant / Vol
risk profile
Volatility
14%
annualized · 1-yr
Max drawdown
−9%
past year
ATR
1.3%
of price · 14-day
Blended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Technicals
trend & momentum for long-term holders Sell
50 / 200-day cross
No cross
Neutral
Price vs 200-day avg
−4%
Neutral
Price vs 50-day avg
−3%
Neutral
RSI (14)
34
Neutral
MACD trend
Negative
Bearish
52-week position
6%
Bearish
Volume (OBV)
Confirms
Neutral
Market signals — smart money & positioning
Bullish · 1 of 6
Trend (MA cross)
No cross
50d $21 › 200d $21 — 200d above 50d
Institutional flow
Accumulating
+1 funds added
Insider flow
Flat
No net insider activity over 90 days
Short interest
Flat
No short-interest data
Volume signal
Normal
Volume near normal
Institution breadth
Steady
1 holders — 13F breadth
Price context
position in its 52-week range
Range low $20
Now $20 · 6%
Range high $22
vs 200-day avg -4%
vs 50-day avg -3%
Illustrative technical + ownership context — a signal mix, not investment advice.
At a glance
key data from every sectionOwnership
Institutional Holders
Accumulating
Holders
1
- % held
- 0.0%
- Net QoQ
- +22.6K sh
- Top holder
- Arete Wealth Advisors, LLC
Held
Float
Financials
Filings
Performance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| OAK-PA | -1.4% | -4.2% | -5.3% | -1.2% | -3.2% |
| SPY | -0.1% | -0.6% | +14.9% | -0.3% | +12.2% |
| vs SPY | -1.2% | -3.6% | -20.2% | -1.0% | -15.4% |
Capital returns
Latest dividend
$0.4141
/ share · ex Sep 1, 2026
Paid (TTM)
$1.6563
/ share · 4 payouts
Dividend yield (TTM, derived)
8.15%
Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.