OAK-PA

Brookfield Oaktree Holdings, LLC
2 filings tracked
financialsasset managementMID ($2B-10B)

Signal Magnitude Chart

BULLISH | 70% | 5/12/2026 | earnings beatBULLISH | 60% | 5/12/2026 | margin expansionBULLISH | 80% | 5/12/2026 | acquisitionBEARISH | 50% | 5/12/2026 | debt restructureBULLISH | 70% | 5/12/2026 | earnings beatBULLISH | 60% | 5/12/2026 | margin expansionBULLISH | 80% | 5/12/2026 | acquisitionBEARISH | 50% | 5/12/2026 | debt restructureMay 26May 26HIGHLOW
bullish
bearish
neutral

Signal Timeline

bullishMay 12

Swung from a net loss to $32.4M net income attributable to Class A unitholders.

earnings beat
70%
bullishMay 12

Corporate operating expenses reduced to $0.9M and fund interest expense fell 42.8%.

margin expansion
60%
bullishMay 12

Brookfield entered agreement to acquire the remaining 26% interest in Oaktree.

acquisition
80%
bearishMay 12

Facing immediate refinancing of $1.3B in consolidated fund debt.

debt restructure
50%
bullishMay 12

Swung from a net loss to $32.4M net income attributable to Class A unitholders.

earnings beat
70%
bullishMay 12

Corporate operating expenses reduced to $0.9M and fund interest expense fell 42.8%.

margin expansion
60%
bullishMay 12

Brookfield entered agreement to acquire the remaining 26% interest in Oaktree.

acquisition
80%
bearishMay 12

Facing immediate refinancing of $1.3B in consolidated fund debt.

debt restructure
50%