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Oaktree Capital Group, LLC 6.625% PFD UT A(OAK-PA)Earnings, Financials & Key Ratios
OAK-PA•NYSE•Banking & Credit
11.4× P/E·Price updated Jun 19, 2026
AboutBrookfield Oaktree Holdings LLC formerly Oaktree Capital Group LLC is an alternative asset manager involved in investing in credit, real assets, private equity, and listed equities. It operates into one segment namely the Investment management business which consists of the services that it provides to clients. It operates in the United States where it generates the majority of its revenue.Show more
- Net Interest Income$591M+7.6%
- Total Revenue$732M-13.0%
- Net Income$249M-19.0%
- Return on Equity4.61%-14.6%
- Net Interest Margin8.69%+12.0%
- Efficiency Ratio4.88%+127.6%
- ROA3.59%-14.5%
- Equity / Assets78.46%+1.5%
- Book Value per Share44.96-5.9%
OAK-PA Key Insights
Oaktree Capital Group, LLC 6.625% PFD UT A (OAK-PA) fundamental analysis — strengths, weaknesses & financial health based on data analysis
✓Strengths
- ✓Strong NIM of 8.7%
- ✓Efficient operations: 4.9% efficiency ratio
- ✓Well capitalized: 78.5% equity/assets
- ✓Trading at only 0.5x book value
✗Weaknesses
- ✗Weak 3Y average ROE of 4.8%
* These insights are generated automatically based on available financial data. Please conduct your own research before making investment decisions.
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OAK-PA Price & Volume
Oaktree Capital Group, LLC 6.625% PFD UT A (OAK-PA) stock price & volume — 10-year historical chart
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OAK-PA Growth Metrics
Oaktree Capital Group, LLC 6.625% PFD UT A (OAK-PA) revenue, earnings & EPS growth — 3, 5 & 10-year CAGR
Revenue CAGR
10 Years-6.31%
5 Years17.79%
3 Years14.2%
TTM-
Profit CAGR
10 Years13.32%
5 Years8.5%
3 Years6.97%
TTM30.95%
EPS CAGR
10 Years2.63%
5 Years6.07%
3 Years2.81%
TTM21.47%
Return on Capital
10 Years5.77%
5 Years10.24%
3 Years11.72%
Last Year11.04%
OAK-PA Recent Earnings
Oaktree Capital Group, LLC 6.625% PFD UT A (OAK-PA) EPS & revenue vs analyst estimates — last 4 quarters
●Beat EPS 1/12 qtrs (50%)●Beat Revenue 0/12 qtrs (0%)
Q2 2026Latest
May 12, 2026Metric
Actual
Est
EPS
$0.27-72.4%
$0.98
Rev
$88M-79.3%
$424M
Q2 2026
Mar 18, 2026Metric
Actual
Est
EPS
$1.35+80.0%
$0.75
Rev
$201M-44.7%
$363M
Q4 2025
Nov 10, 2025Metric
Actual
Est
EPS
$0.50
—
Rev
$160M
—
Q3 2025
Aug 18, 2025Metric
Actual
Est
EPS
$0.18
—
Rev
$121M
—
| Quarter | Date | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|---|
| Q2 2026Latest | May 12, 2026 | $0.27vs $0.98-72.4% | $88Mvs $424M-79.3% |
| Q2 2026 | Mar 18, 2026 | $1.35vs $0.75+80.0% | $201Mvs $363M-44.7% |
| Q4 2025 | Nov 10, 2025 | $0.50 | $160M |
| Q3 2025 | Aug 18, 2025 | $0.18 | $121M |
Based on last 12 quarters of dataView full earnings history →
OAK-PA Peer Comparison
Oaktree Capital Group, LLC 6.625% PFD UT A (OAK-PA) competitors in Alternative asset managers — business model, growth, and fundamentals comparison
| Company | Market Cap | Stock Price | P/E Ratio (TTM) | Revenue Growth 1Y | Net Margin | Return on Equity (ROE) | FCF Yield | Debt / Equity |
|---|---|---|---|---|---|---|---|---|
 ARCC | 12.95B | 18.03 | 9.69 | 32.87% | 43.69% | 8.11% | 1.12 | |
 OCSL | 1.02B | 11.59 | 29.72 | 60.93% | 17.43% | 3.45% | 1.01 | |
 BAM | 77.71B | 47.44 | 30.61 | 23.15% | 49.64% | 23.23% | 0.35 | |
 BEN | 17.17B | 33.05 | 36.32 | 3.45% | 8.99% | 5.64% | 0.94 | |
 IVZ | 12.5B | 28.14 | -17.58 | 5.11% | -3.69% | -1.74% | 0.78 | |
 AMG | 9.42B | 352.90 | 15.52 | 19.83% | 30.92% | 16.01% | 0.61 | |
 VCTR | 5.57B | 87.01 | 21.33 | 46.19% | 25.78% | 15.76% | 0.40 | |
 MS | 355.51B | 223.17 | 21.88 | 11.48% | 14.66% | 15.3% | 4.22 |
Compare OAK-PA vs Peers
Oaktree Capital Group, LLC 6.625% PFD UT A (OAK-PA) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
OAK-PA Income Statement
Oaktree Capital Group, LLC 6.625% PFD UT A (OAK-PA) annual income statement — 10-year revenue, gross profit & net income history
10Y historyFree accessUpdated daily
| Metric | Dec'17 | Dec'18 | Dec'19 | Dec'20 | Dec'21 | Dec'22 | Dec'23 | Dec'24 | Dec'25 | TTM |
|---|---|---|---|---|---|---|---|---|---|---|
Net Interest Income | 255.01M | 127.04M | 171.71M | 160.52M | 233.99M | 309.44M | 357.32M | 548.99M | 590.9M | 481.58M |
NII Growth % | 10.99% | -50.18% | 35.16% | -6.51% | 45.76% | 32.25% | 15.47% | 53.64% | 7.63% | -47.7% |
Net Interest Margin % | 2.83% | 1.22% | 81.55% | 7.72% | 1.63% | 5.47% | 4.73% | 7.76% | 8.69% | 6.59% |
Interest Income | 424.89M | 287.15M | 368.87M | 318.21M | 389.25M | 557.84M | 407.6M | 648.76M | 679.55M | 536.1M |
Interest Expense | 169.89M | 160.11M | 197.16M | 157.69M | 155.26M | 248.4M | 50.27M | 99.77M | 88.65M | 35.03M |
Loan Loss Provision | 288.18M | 242.18M | 42.48M | -15.96M | 519.04M | -72.83M | 150.33M | 3.46M | -4.39M | 22.75M |
Non-Interest Income | 1.04B | 1.09B | 552.25M | 4.53M | 1.1B | -66.48M | 354.37M | 192.68M | 52.27M | 89.39M |
Non-Interest Income % | 71.05% | 79.18% | 59.95% | 1.4% | 73.94% | -13.53% | 46.51% | 22.9% | 7.14% | 14.29% |
Total Revenue | 1.47B▲ 0% | 1.38B▼ 6.0% | 921.12M▼ 33.2% | 322.74M▼ 65.0% | 1.49B▲ 362.9% | 491.37M▼ 67.1% | 761.97M▲ 55.1% | 841.43M▲ 10.4% | 731.82M▼ 13.0% | 625.49M▲ 0% |
Revenue Growth % | 27.5% | -6% | -33.22% | -64.96% | 362.86% | -67.11% | 55.07% | 10.43% | -13.03% | 374.88% |
Non-Interest Expense | 502.82M | 775.54M | 779.07M | 368.46M | 95.98M | 191.26M | -29.07M | -148.63M | 35.7M | -92.54M |
Efficiency Ratio | 34.26% | 56.22% | 84.58% | 114.17% | 6.43% | 38.92% | -3.82% | -17.66% | 4.88% | -14.8% |
Operating Income | 506.6M▲ 0% | 201.61M▼ 60.2% | -97.59M▼ 148.4% | -187.45M▼ 92.1% | 723.53M▲ 486.0% | 124.54M▼ 82.8% | 590.44M▲ 374.1% | 886.84M▲ 50.2% | 611.86M▼ 31.0% | 660.25M▲ 0% |
Operating Margin % | 34.52% | 14.62% | -10.59% | -58.08% | 48.44% | 25.35% | 77.49% | 105.4% | 83.61% | 105.56% |
Operating Income Growth % | 111.21% | -60.2% | -148.41% | -92.08% | 485.98% | -82.79% | 374.1% | 50.2% | -31.01% | - |
Pretax Income | 904.92M▲ 0% | 489.32M▼ 45.9% | 396.96M▼ 18.9% | 91.95M▼ 76.8% | 1.17B▲ 1172.2% | 478.02M▼ 59.1% | 540.17M▲ 13.0% | 787.06M▲ 45.7% | 523.22M▼ 33.5% | 622.28M▲ 0% |
Pretax Margin % | 61.67% | 35.47% | 43.1% | 28.49% | 78.31% | 97.28% | 70.89% | 93.54% | 71.49% | 99.49% |
Income Tax | 215.44M | 24.78M | 9.62M | 8.21M | 12.39M | 14.93M | 0 | 0 | 0 | 94.92M |
Effective Tax Rate % | 23.81% | 5.06% | 2.42% | 8.93% | 1.06% | 3.12% | 0% | 0% | 0% | 15.25% |
Net Income | 231.49M▲ 0% | 223.42M▼ 3.5% | 154.84M▼ 30.7% | 165.72M▲ 7.0% | 631.66M▲ 281.2% | 203.65M▼ 67.8% | 221.18M▲ 8.6% | 307.52M▲ 39.0% | 249.24M▼ 19.0% | 286.67M▲ 0% |
Net Margin % | 15.77% | 16.2% | 16.81% | 51.35% | 42.28% | 41.44% | 29.03% | 36.55% | 34.06% | 45.83% |
Net Income Growth % | 18.89% | -3.49% | -30.7% | 7.03% | 281.16% | -67.76% | 8.61% | 39.04% | -18.95% | 30.95% |
Net Income (Continuing) | 689.48M | 464.55M | 387.34M | 83.73M | 1.16B | 463.09M | 540.17M | 787.06M | 523.22M | 494.93M |
EPS (Diluted) | 3.61▲ 0% | 2.99▼ 17.1% | 1.59▼ 46.8% | 1.40▼ 12.1% | 6.10▲ 335.7% | 1.73▼ 71.6% | 1.80▲ 4.0% | 2.45▲ 36.1% | 1.88▼ 23.3% | -▲ 0% |
EPS Growth % | 16.08% | -17.07% | -46.79% | -12.12% | 335.71% | -71.64% | 4.05% | 36.11% | -23.27% | 21.47% |
EPS (Basic) | 3.61 | 2.99 | 1.59 | 1.40 | 6.10 | 1.73 | 1.80 | 2.45 | 1.88 | - |
Diluted Shares Outstanding | 64.15M | 70.53M | 80.05M | 98.51M | 99.03M | 102.04M | 107.59M | 114.45M | 118.67M | 0 |
OAK-PA Balance Sheet
Oaktree Capital Group, LLC 6.625% PFD UT A (OAK-PA) balance sheet — assets, liabilities & shareholders' equity
| Metric | Dec'17 | Dec'18 | Dec'19 | Dec'20 | Dec'21 | Dec'22 | Dec'23 | Dec'24 | Dec'25 | TTM |
|---|---|---|---|---|---|---|---|---|---|---|
Cash & Short Term Investments | 1.14B | 1.38B | 851.02M | 1.21B | 1.16B | 176.13M | 336.68M | 449.85M | 6.77M | 32.49M |
Cash & Due from Banks | 959.47M | 831.73M | 841.79M | 1.2B | 1.16B | 176.13M | 336.68M | 449.85M | 6.77M | 1.93M |
Short Term Investments | 176.6M | 546.53M | 9.23M | 9.56M | 2.09M | 0 | 0 | 0 | 0 | 0 |
Total Investments | 6.85B | 8.29B | -9.28B | -10.41B | 1.02M | 5.11B | 6.69B | 6.5B | 6.46B | 0 |
Investments Growth % | 20.34% | 21.05% | -211.96% | -12.16% | 100.01% | 499707.74% | 30.96% | -2.88% | -0.68% | 3429.15% |
Long-Term Investments | 6.67B | 7.74B | -9.29B | -10.42B | -1.06M | 5.11B | 6.69B | 6.5B | 6.46B | 18.68B |
Accounts Receivables | 217.01M | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 28.03M | 0 |
Goodwill & Intangibles | 400.45M | 314.28M | 3.1M | 4.17M | 3.55M | 18.4M | 18.4M | 0 | 0 | 0 |
Goodwill | 69.3M | 0 | 3.1M | 4.17M | 3.55M | 18.4M | 18.4M | 0 | 0 | 0 |
Intangible Assets | 331.15M | 314.28M | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
PP&E (Net) | 0 | 0 | 53.78M | 51.22M | 44.79M | 0 | 0 | 0 | 0 | 0 |
Other Assets | 165.41M | 222.21M | 9.23M | 5.39M | -14.45B | -5.13B | -6.69B | 516.53M | 86.72M | 0 |
Total Current Assets | 1.58B | 1.93B | 323.55M | 329.25M | 1.24M | 1.23M | 66.35M | 56.43M | 257.14M | 24.35M |
Total Non-Current Assets | 7.44B | 8.51B | 42.8M | 37.94M | 36.91K | 5.65B | 7.57B | 7.02B | 6.54B | 0 |
Total Assets | 9.01B▲ 0% | 10.43B▲ 15.7% | 210.55M▼ 98.0% | 2.08B▲ 888.1% | 14.4B▲ 592.1% | 5.65B▼ 60.7% | 7.56B▲ 33.6% | 7.07B▼ 6.4% | 6.8B▼ 3.9% | 7.31B▲ 0% |
Asset Growth % | 17.85% | 15.72% | -97.98% | 888.07% | 592.07% | -60.72% | 33.62% | -6.39% | -3.86% | -32.15% |
Return on Assets (ROA) | 2.78% | 2.3% | 2.91% | 14.47% | 7.67% | 2.03% | 3.35% | 4.2% | 3.59% | 4.22% |
Accounts Payable | 176.83M | 159.73M | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
Total Debt | 4.83B | 5.74B | 16.15M | 72.76M | 8.98B | 1.21B | 1.17B | 1.47B | 1.32B | 0 |
Net Debt | 3.87B | 4.91B | -825.64M | -1.13B | 7.82B | 1.04B | 834.95M | 1.02B | 1.31B | -1.93M |
Long-Term Debt | 4.83B | 5.74B | 0 | 44.07M | 39.29M | 158.83M | 1.17B | 0 | 0 | 0 |
Short-Term Debt | 0 | 0 | 5.72B | 6.54B | 1.39B | 1.05B | 0 | 1.47B | 1.32B | 0 |
Other Liabilities | 947.97M | 964.87M | -6.78B | -7.88B | -69.5M | -156.91M | 462.85M | 130.19M | 143.68M | 0 |
Total Current Liabilities | 1.22B | 1.24B | 11.32M | 6.68B | 7.85M | 4.48K | 0 | 1.47B | 1.32B | 0 |
Total Non-Current Liabilities | 5.78B | 6.7B | 5.64B | 44.07M | 2.56M | 1.92M | 1.63B | 130.19M | 143.68M | 0 |
Total Liabilities | 6.99B | 7.94B | 6.7B | 2.08B | 10.4B | 1.57B | 1.63B | 1.6B | 1.46B | 1.57B |
Total Equity | 2.02B▲ 0% | 2.49B▲ 23.1% | 14.39B▲ 478.3% | 2.6B▼ 82.0% | 4B▲ 54.0% | 4.09B▲ 2.3% | 5.92B▲ 44.8% | 5.47B▼ 7.6% | 5.34B▼ 2.5% | 9.13B▲ 0% |
Equity Growth % | 7.18% | 23.12% | 478.28% | -81.96% | 53.96% | 2.33% | 44.81% | -7.62% | -2.46% | 58.01% |
Equity / Assets (Capital Ratio) | 22.41% | 23.85% | 6832.52% | 124.75% | 27.75% | 72.31% | 78.37% | 77.34% | 78.46% | 124.95% |
Return on Equity (ROE) | 11.85% | 9.91% | 1.84% | 1.95% | 19.17% | 5.04% | 4.42% | 5.4% | 4.61% | 4.58% |
Book Value per Share | 31.50 | 35.27 | 179.72 | 26.35 | 40.35 | 40.07 | 55.04 | 47.80 | 44.96 | 219.70 |
Tangible BV per Share | 25.26 | 30.82 | 179.69 | 26.30 | 40.31 | 39.89 | 54.87 | 47.80 | 44.96 | - |
Common Stock | 0 | 0 | 0 | 0 | 0 | 0 | 2.47B | 0 | 0 | 0 |
Additional Paid-in Capital | 788.41M | 893.04M | 0 | 819.96M | 1.01B | 908.14M | 1.53B | 1.66B | 1.78B | 0 |
Retained Earnings | 80.13M | 100.68M | 1.2B | 1.34B | 251.79M | 246.35M | 334.31M | 329.63M | 76.42M | 104.96M |
Accumulated OCI | 443K | 1.05M | 2.57B | -5.41M | -3.33M | -9.1M | -13.1M | 0 | 0 | 0 |
Treasury Stock | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
Preferred Stock | 0 | 400.58M | 51.53M | 400.58M | 400.58M | 400.58M | 400.58M | 400.58M | 400.58M | 0 |
OAK-PA Cash Flow Statement
Oaktree Capital Group, LLC 6.625% PFD UT A (OAK-PA) cash flow — operating, investing & free cash flow history
| Metric | Dec'17 | Dec'18 | Dec'19 | Dec'20 | Dec'21 | Dec'22 | Dec'23 | Dec'24 | Dec'25 | TTM |
|---|---|---|---|---|---|---|---|---|---|---|
Cash from Operations | -336.31M | -617.02M | 1.15B | 652.13M | 1.56B | 438.94M | 487.01M | 850.35M | 454.17M | 129.52M |
Operating CF Growth % | -5.79% | -83.47% | 285.71% | -43.09% | 139.21% | -71.86% | 10.95% | 74.61% | -46.59% | -271.33% |
Net Income | 689.48M | 464.55M | 154.84M | 165.72M | 631.66M | 203.65M | 221.18M | 787.06M | 523.22M | 286.67M |
Depreciation & Amortization | 15.78M | 25.86M | 20.29M | 2.05M | 2.33M | 1.58M | 0 | 0 | 0 | 0 |
Deferred Taxes | -97.72M | 223.81M | 122K | -1.04M | 335K | 505 | 0 | 0 | 0 | 0 |
Other Non-Cash Items | -1.33B | -1.32B | 668.17M | 407.93M | 651.58M | 358.23M | 278.02M | -98.44M | -13.42M | -309.78M |
Working Capital Changes | 224.51M | -72.43M | 181.97M | 60.1M | 263.51M | -131.07M | -26.78M | 253.59M | -55.65M | -6.99M |
Cash from Investing | 342.96M | -493.15M | -2.86B | -741.34M | -2.92B | -1.83B | -361.27M | -919.19M | 716.14M | 265.06M |
Purchase of Investments | -610.47M | -1.05B | -7.55B | -4.61B | -9.88B | -8.06B | -28.52M | 149.13M | -2.42B | -2.32B |
Sale/Maturity of Investments | 1.19B | 678.07M | 4.69B | 3.87B | 6.96B | 6.22B | 4.93B | 2.98B | 2.48B | 1.92B |
Net Investment Activity | 581.2M | -370.02M | -2.86B | -740.63M | -2.92B | -1.83B | 4.9B | 3.13B | 60.14M | -403.87M |
Acquisitions | -478.1M | -442.22M | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
Other Investing | 538.55M | 324.9M | -3.33B | 0 | 0 | 0 | -5.26B | -4.05B | 655.99M | 668.93M |
Cash from Financing | -51.03M | 994.98M | 2.07B | 541.65M | 1.56B | 1.27B | 38.8M | 309.04M | -1.43B | -1.03B |
Dividends Paid | -562.05M | -223.22M | -466.75M | -97.11M | -492.99M | -217.91M | -124.61M | -340.85M | -6.09M | -240.18M |
Share Repurchases | -12.32M | -231.72M | -12.19M | 0 | 0 | -17.45K | 0 | 0 | 0 | 0 |
Stock Issued | 0 | 219.75M | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
Net Stock Activity | -12.32M | -11.97M | -12.19M | 0 | 0 | -17.45K | 0 | 0 | 0 | 0 |
Debt Issuance (Net) | 1000K | 1000K | 1000K | 0 | 1000K | 1000K | -1000K | 1000K | -1000K | 1000K |
Other Financing | 170.2M | 103.29M | -471.24M | 638.77M | -274.85M | -171.79M | 212.45M | -638.22M | -1.27B | -534.2M |
Net Change in Cash | 265K▲ 0% | -127.74M▼ 48303.0% | 10.07M▲ 107.9% | 358.55M▲ 3462.0% | -41.22M▼ 111.5% | -982.99M▼ 2284.6% | 160.55M▲ 116.3% | 113.17M▼ 29.5% | -259.11M▼ 329.0% | -422.22M▲ 0% |
Exchange Rate Effect | 39.28M | -239K | 0 | 0 | -241.21M | -854.73M | -4M | -127.03M | -253K | -485K |
Cash at Beginning | 959.2M | 959.47M | 831.73M | 841.79M | 1.2B | 1.16B | 176.13M | 336.68M | 449.85M | 0 |
Cash at End | 959.47M | 831.73M | 841.79M | 1.2B | 1.16B | 176.13M | 336.68M | 449.85M | 190.74M | 0 |
Interest Paid | 146.34M | 131.11M | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
Income Taxes Paid | 22.85M | 13.1M | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
Free Cash Flow | -365.72M▲ 0% | -622.83M▼ 70.3% | 1.14B▲ 282.9% | 651.42M▼ 42.8% | 1.56B▲ 139.4% | 438.48M▼ 71.9% | 487.01M▲ 11.1% | 850.35M▲ 74.6% | 454.17M▼ 46.6% | 341.56M▲ 0% |
FCF Growth % | 5.82% | -70.3% | 282.89% | -42.81% | 139.38% | -71.88% | 11.07% | 74.61% | -46.59% | 148.92% |
OAK-PA Banking Ratios
Oaktree Capital Group, LLC 6.625% PFD UT A (OAK-PA) financial ratios — P/E, ROE, debt and 30+ core market and balance-sheet ratios
| Metric | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | TTM |
|---|---|---|---|---|---|---|---|---|---|---|
Return on Equity (ROE) | 11.85% | 9.91% | 1.84% | 1.95% | 19.17% | 5.04% | 4.42% | 5.4% | 4.61% | 4.58% |
Return on Assets (ROA) | 2.78% | 2.3% | 2.91% | 14.47% | 7.67% | 2.03% | 3.35% | 4.2% | 3.59% | 4.22% |
Net Interest Margin | 2.83% | 1.22% | 81.55% | 7.72% | 1.63% | 5.47% | 4.73% | 7.76% | 8.69% | 6.59% |
Efficiency Ratio | 34.26% | 56.22% | 84.58% | 114.17% | 6.43% | 38.92% | -3.82% | -17.66% | 4.88% | -14.8% |
Equity / Assets | 22.41% | 23.85% | 6832.52% | 124.75% | 27.75% | 72.31% | 78.37% | 77.34% | 78.46% | 124.95% |
Book Value / Share | 31.5 | 35.27 | 179.72 | 26.35 | 40.35 | 40.07 | 55.04 | 47.8 | 44.96 | 219.7 |
NII Growth | 10.99% | -50.18% | 35.16% | -6.51% | 45.76% | 32.25% | 15.47% | 53.64% | 7.63% | -9.07% |
Dividend Payout | 242.79% | 221.76% | 301.44% | 58.6% | 78.05% | 107% | 56.34% | 3.14% | - | 60.99% |
Related:OAK-PA Dividend History·OAK-PA Revenue History·OAK-PA Price History·OAK-PA P/E History·OAK-PA Financial Ratios·OAK-PA Institutional Holders
OAK-PA SEC Filings & Documents
Oaktree Capital Group, LLC 6.625% PFD UT A (OAK-PA) SEC filings — annual & quarterly reports (10-K, 10-Q)
OAK-PA Frequently Asked Questions
Oaktree Capital Group, LLC 6.625% PFD UT A (OAK-PA) stock FAQ — growth, dividends, profitability & financials explained
Growth & Financials
Oaktree Capital Group, LLC 6.625% PFD UT A (OAK-PA) saw revenue decline by 13.0% over the past year.
Yes, Oaktree Capital Group, LLC 6.625% PFD UT A (OAK-PA) is profitable, generating $286.7M in net income for fiscal year 2025 (34.1% net margin).
Dividend & Returns
Yes, Oaktree Capital Group, LLC 6.625% PFD UT A (OAK-PA) pays a dividend with a yield of 0.24%. This makes it attractive for income-focused investors.
Oaktree Capital Group, LLC 6.625% PFD UT A (OAK-PA) has a return on equity (ROE) of 4.6%. This is below average, suggesting room for improvement.
Industry Metrics
Oaktree Capital Group, LLC 6.625% PFD UT A (OAK-PA) has a net interest margin (NIM) of 8.7%. This indicates healthy earnings from lending activities.
Oaktree Capital Group, LLC 6.625% PFD UT A (OAK-PA) has an efficiency ratio of 4.9%. This is excellent, indicating strong cost control.