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OAK-PA · Brookfield Oaktree Holdings, LLC

Track OAK-PA — free
$20.13 +0.11 (+0.55%) At close · Oct 21
Market Cap
$3.24B
Shares
160.39M
Volume · Oct 21 5237 Avg daily vol (3M) 8192

Price & Indicators

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20d MA 50d MA 200d MA Earnings Filing Insider Congress Investor day
Close$20.13 Open$20.12 Day$20.01–20.13 52W close$20.02–22.31 Avg vol 30d10K DataJan 2020–Oct 2026 Filing10-Q · Aug 11

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filed Aug 11, 2026

Equibles Rating

blended score · not investment advice
Overall
Neutral
SellHoldBuy
Technical Neutral Momentum Very Weak Sentiment Bullish Fundamentals Strong Quant / Vol Very Low
Market backdrop VIX 16.7 · calm Equity put/call 0.52
Technical
price trend
Neutral
50 / 200-day cross No cross
Price vs 200-day avg −4%
below
Price vs 50-day avg −1%
below
RSI (14) 45
neutral
MACD trend Positive
52-week position 5%
near low
Momentum
relative strength
Very Weak
1-month return −2%
trailing
6-month return −3%
trailing
YTD return −4%
this year
Relative strength −11%
vs S&P · 6-mo
Sentiment
smart money
Bullish
Trend (MA cross) No cross
50d $20 › 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
Strong
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
Very Low
Volatility 15%
annualized · 1-yr
Max drawdown −10%
past year
ATR 1.5%
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 Neutral
1 · 4 · 1
50 / 200-day cross
No cross Neutral
Price vs 200-day avg
−4% Neutral
Price vs 50-day avg
−1% Neutral
RSI (14)
45 Neutral
MACD trend
Positive Bullish
52-week position
5% Bearish
Market signals — smart money & positioning
Bullish · 1 of 6
Trend (MA cross) No cross
50d $20 › 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 · 5% Range high $22
vs 200-day avg -4% vs 50-day avg -1%

Illustrative technical + ownership context — a signal mix, not investment advice.

Key metrics

KPI extraction has been attempted, but no publishable series is available from the examined filings. This is not evidence that the company reports no KPIs.

At a glance

key data from every section
Ownership
Institutional Holders Accumulating
Holders
1
% held
0.0%
Net QoQ
+22.6K sh
Top holder
Arete Wealth Advisors, LLC
Held Float
View
Financials
Financials
Revenue (FY)
$679.5M
Net income (FY)
$249.2M
EPS diluted
$1.88
View
Filings
SEC Filings
Latest
10-Q
Filed
Aug 11, 2026
This year
6
View

Performance

5D 20D 120D MTD YTD
OAK-PA -1.3% -1.8% -3.5% -2.4% -4.1%
SPY +0.5% +0.7% +7.6% +1.4% +13.4%
vs SPY -1.7% -2.5% -11.1% -3.8% -17.4%

Capital returns

Latest dividend
$0.4141 / share · ex Sep 1, 2026
Paid (TTM)
$1.6563 / share · 4 payouts
Dividend yield (TTM, derived)
8.23%

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.