Brookfield Oaktree (OAK-PA) Stock Analysis & Price (Updated Oct 16, 2026, 4:00 PM ET)
Updated Oct 16, 2026, 4:00 PM ET
- Closed at $20.23, +0.14% vs the prior close of $20.20.
- Volume 6.94K shares, 0.8x its 50-day average.
- No new SEC filings since the prior session.
- No new insider buys or sales reported since the prior session.
OAK-PA ends flat (+0.1%) to $20.23. Closed at $20.23, +0.14% vs the prior close of $20.20. Day range $20.23–$20.34, opened at $20.12.
OAK-PA daily analysis — what happened
A plain-English, data-only note written after every US trading day. Newest first; older days stay archived below.
Oct 16, 2026 — OAK-PA ends flat (+0.1%) to $20.23
- Closed at $20.23, +0.14% vs the prior close of $20.20. Day range $20.23–$20.34, opened at $20.12.
- Volume was 6.94K shares, 0.8x its 50-day average of 8.42K.
- Price is -1.2% vs its 50-day average ($20.47) and -3.8% vs its 200-day average ($21.02).
- 52-week range $19.94–$22.44; today's close sits at 11% of that range, 9.9% below the 52-week high.
Oct 15, 2026 — OAK-PA dips 0.9% to $20.20
- Closed at $20.20, -0.93% vs the prior close of $20.39. Day range $20.20–$20.35, opened at $20.35.
- Volume was 7.89K shares, 0.9x its 50-day average of 8.33K.
- Price is -1.4% vs its 50-day average ($20.48) and -3.9% vs its 200-day average ($21.02).
- 52-week range $19.94–$22.44; today's close sits at 10% of that range, 10.0% below the 52-week high.
Oct 14, 2026 — OAK-PA rises 1.0% to $20.39 on 2.1x normal volume
- Closed at $20.39, +1.04% vs the prior close of $20.18. Day range $20.11–$20.54, opened at $20.11.
- Volume was 17.17K shares, 2.1x its 50-day average of 8.11K — unusually heavy trading.
- Price is -0.5% vs its 50-day average ($20.50) and -3.0% vs its 200-day average ($21.03).
- 52-week range $19.94–$22.44; today's close sits at 18% of that range, 9.1% below the 52-week high.
- That makes 6 straight gains.
Oct 13, 2026 — OAK-PA ends flat (+0.0%) to $20.18, 5 up days in a row
- Closed at $20.18, +0.05% vs the prior close of $20.17. Day range $20.12–$20.27, opened at $20.27.
- Volume was 1.43K shares, 0.2x its 50-day average of 8.19K — lighter than usual.
- Price is -1.6% vs its 50-day average ($20.52) and -4.1% vs its 200-day average ($21.03).
- 52-week range $19.94–$22.44; today's close sits at 9% of that range, 10.1% below the 52-week high.
- That makes 5 straight gains.
Oct 12, 2026 — OAK-PA rises 0.3% to $20.17, 4 up days in a row
- Closed at $20.17, +0.32% vs the prior close of $20.11. Day range $20.07–$20.46, opened at $20.07.
- Volume was 5.91K shares, 0.7x its 50-day average of 8.29K.
- Price is -1.8% vs its 50-day average ($20.54) and -4.1% vs its 200-day average ($21.04).
- 52-week range $19.94–$22.44; today's close sits at 9% of that range, 10.1% below the 52-week high.
- That makes 4 straight gains.
Oct 9, 2026 — OAK-PA ends flat (+0.2%) to $20.11, 3 up days in a row
- Closed at $20.11, +0.23% vs the prior close of $20.06. Day range $20.09–$20.28, opened at $20.28.
- Volume was 6.12K shares, 0.7x its 50-day average of 8.64K.
- Price is -2.2% vs its 50-day average ($20.55) and -4.5% vs its 200-day average ($21.04).
- 52-week range $19.94–$22.44; today's close sits at 6% of that range, 10.4% below the 52-week high.
- That makes 3 straight gains.
Oct 8, 2026 — OAK-PA ends flat (+0.1%) to $20.06 on 2.6x normal volume
- Closed at $20.06, +0.10% vs the prior close of $20.04. Day range $19.94–$20.46, opened at $20.00.
- Volume was 21.97K shares, 2.6x its 50-day average of 8.34K — unusually heavy trading.
- Price is -2.5% vs its 50-day average ($20.57) and -4.7% vs its 200-day average ($21.05).
- 52-week range $19.94–$22.44; today's close sits at 5% of that range, 10.6% below the 52-week high.
Oct 7, 2026 — OAK-PA ends flat (+0.0%) to $20.04 on 2.1x normal volume
- Closed at $20.04, +0.02% vs the prior close of $20.04. Day range $19.95–$20.07, opened at $20.00.
- Volume was 16.57K shares, 2.1x its 50-day average of 8.05K — unusually heavy trading.
- Price is -2.7% vs its 50-day average ($20.59) and -4.8% vs its 200-day average ($21.05).
- 52-week range $19.95–$22.44; today's close sits at 4% of that range, 10.7% below the 52-week high.
Oct 6, 2026 — OAK-PA ends flat (-0.2%) to $20.04, a 52-week low
- Closed at $20.04, -0.22% vs the prior close of $20.08. Day range $20.03–$20.14, opened at $20.07.
- Volume was 6.63K shares, 0.8x its 50-day average of 8.08K.
- Price is -2.8% vs its 50-day average ($20.61) and -4.9% vs its 200-day average ($21.06).
- 52-week range $20.00–$22.44; today's close sits at 1% of that range, 10.7% below the 52-week high.
Oct 5, 2026 — OAK-PA dips 1.8% to $20.08, a 52-week low on 2.4x normal volume
- Closed at $20.08, -1.76% vs the prior close of $20.44. Day range $20.03–$20.32, opened at $20.32.
- Volume was 18.91K shares, 2.4x its 50-day average of 7.77K — unusually heavy trading.
- Price is -2.7% vs its 50-day average ($20.63) and -4.7% vs its 200-day average ($21.06).
- 52-week range $20.00–$22.44; today's close sits at 3% of that range, 10.5% below the 52-week high.
Oct 2, 2026 — OAK-PA ends flat (+0.0%) to $20.44
- Closed at $20.44, +0.05% vs the prior close of $20.43. Day range $20.23–$20.59, opened at $20.59.
- Volume was 5.84K shares, 0.7x its 50-day average of 7.88K.
- Price is -1.0% vs its 50-day average ($20.65) and -3.0% vs its 200-day average ($21.07).
- 52-week range $20.00–$22.44; today's close sits at 18% of that range, 8.9% below the 52-week high.
OAK-PA latest news & SEC filings
Every SEC filing by or about OAK-PA in the last 120 days, explained in plain English. Updated daily, with a same-day refresh for new filings.
Aug 17, 2026 · Form SCHEDULE 13D/A — Update to a 13D 5%+ stake disclosure
Update to a 13D 5%+ stake disclosure
Filed by an outside investor (not the company). It reports a holding of more than 5% of a share class; percentage and holder name are in the filing.
Aug 11, 2026 · Form 10-Q — Quarterly report
Quarterly report (unaudited financial statements for the quarter)
Quarter ended Jun 30, 2026:
- Revenue: $91.18M (prior year $121.04M) (-24.7% vs Jun 30, 2025)
- Net income: $55.87M (prior year $21.56M) (+159.1% vs Jun 30, 2025)
- Diluted EPS: $0.41 (prior year $0.12) (+241.7% vs Jun 30, 2025)
Aug 3, 2026 · Form 3 — New insider holdings
Initial insider ownership statement (Form 3) — a new director, officer or 10% owner disclosed their holdings
Aug 3, 2026 · Form 3 — New insider holdings
Initial insider ownership statement (Form 3) — a new director, officer or 10% owner disclosed their holdings
Aug 3, 2026 · Form 3 — New insider holdings
Initial insider ownership statement (Form 3) — a new director, officer or 10% owner disclosed their holdings
Aug 3, 2026 · Form 3 — New insider holdings
Initial insider ownership statement (Form 3) — a new director, officer or 10% owner disclosed their holdings
Aug 3, 2026 · Form 3 — New insider holdings
Initial insider ownership statement (Form 3) — a new director, officer or 10% owner disclosed their holdings
Aug 3, 2026 · Form 8-K — Major event / current report
Current report — a filing companies must make within 4 business days of a major event
- Item 2.01 — Completed an acquisition or sale of assets.
- Item 5.02 — Change in directors or officers (appointment, departure or pay).
- Item 5.03 — Amended its charter or bylaws / changed fiscal year.
- Item 8.01 — Reported other events the company considers important.
Things to know before you trade OAK-PA
- Last results release: Jul 25, 2019 (8-K Item 2.02). Previous ones: Apr 25, 2019, Feb 5, 2019, Oct 25, 2018. Based on that rhythm, the next report is likely around Oct 24, 2019 — an estimate, not a confirmed date.
- How much it moves: over the last 20 sessions the average daily move was 0.63% (largest 1.9%). That is a relatively calm stock.
- Liquidity: about 10.49K shares (≈$212.13K) trade per day on average. Thin volume can mean wider bid/ask spreads.
- 52-week position: $20.23 vs a range of $19.94–$22.44 (11% of the range).
- Dividends: last ex-dividend date Sep 1, 2026 ($0.4141/share); 4 payments in the past 12 months.
- Splits: none in the last 2 years.
- Insider trades (Form 4, last 12 months, recent 25 shown): 4 open-market buys, 0 sales; latest: Steven J Gilbert bought 1,354 shares on May 21, 2026.
- Latest filings: 10-Q Aug 11, 2026; 8-K Aug 3, 2026; 10-Q May 12, 2026.
- Listing: NYSE · industry: Investment Advice.
OAK-PA market data (last 20 sessions)
| Date | Open | High | Low | Close | Volume |
|---|---|---|---|---|---|
| Oct 16, 2026 | 20.12 | 20.34 | 20.23 | 20.23 | 6.94K |
| Oct 15, 2026 | 20.35 | 20.35 | 20.20 | 20.20 | 7.89K |
| Oct 14, 2026 | 20.11 | 20.54 | 20.11 | 20.39 | 17.17K |
| Oct 13, 2026 | 20.27 | 20.27 | 20.12 | 20.18 | 1.43K |
| Oct 12, 2026 | 20.07 | 20.46 | 20.07 | 20.17 | 5.91K |
| Oct 9, 2026 | 20.28 | 20.28 | 20.09 | 20.11 | 6.12K |
| Oct 8, 2026 | 20.00 | 20.46 | 19.94 | 20.06 | 21.97K |
| Oct 7, 2026 | 20.00 | 20.07 | 19.95 | 20.04 | 16.57K |
| Oct 6, 2026 | 20.07 | 20.14 | 20.03 | 20.04 | 6.63K |
| Oct 5, 2026 | 20.32 | 20.32 | 20.03 | 20.08 | 18.91K |
| Oct 2, 2026 | 20.59 | 20.59 | 20.23 | 20.44 | 5.84K |
| Oct 1, 2026 | 20.62 | 20.62 | 20.00 | 20.43 | 9.35K |
| Sep 30, 2026 | 20.33 | 20.62 | 20.05 | 20.62 | 22.97K |
| Sep 29, 2026 | 20.26 | 20.39 | 20.15 | 20.33 | 13.93K |
| Sep 28, 2026 | 20.72 | 20.75 | 20.25 | 20.31 | 7.22K |
| Sep 25, 2026 | 20.23 | 20.70 | 20.00 | 20.70 | 19.79K |
| Sep 24, 2026 | 20.42 | 20.45 | 20.05 | 20.38 | 1.72K |
| Sep 23, 2026 | 20.56 | 20.84 | 20.44 | 20.50 | 4.70K |
| Sep 22, 2026 | 20.70 | 20.70 | 20.44 | 20.56 | 2.42K |
| Sep 21, 2026 | 20.47 | 20.86 | 20.44 | 20.62 | 12.26K |
About Brookfield Oaktree
Brookfield Oaktree (OAK-PA) is listed on the NYSE and classified by the SEC under “Investment Advice”. Its business address is in LOS ANGELES, CA. State of incorporation: DE. Fiscal year ends December 31. SEC CIK 1403528.
OAK-PA board of directors & executives
From SEC Form 3/4/5 insider filings made in the last 12 months (date = latest filing).
Directors
| Name | Role | Latest filing |
|---|---|---|
| Kunal Krishna Dusad | Director | Aug 3, 2026 |
| Karly Evelyn Dyck | Chief Financial Officer | Aug 3, 2026 |
| Brett M. Fox | Director | Aug 3, 2026 |
| Steven J Gilbert | Director | May 26, 2026 |
| Mathieu Tighe Herrington | Chief Financial Officer | Aug 3, 2026 |
| Aleksandar Novakovic | Director | Aug 3, 2026 |
Executive officers
| Name | Title | Latest filing |
|---|---|---|
| Karly Evelyn Dyck | Chief Financial Officer | Aug 3, 2026 |
| Mathieu Tighe Herrington | Chief Financial Officer | Aug 3, 2026 |
Recent insider buys & sales
| Date | Insider | Type | Shares | Price |
|---|---|---|---|---|
| May 21, 2026 | Steven J Gilbert | Buy | 1,354 | $20.77 |
| May 21, 2026 | Steven J Gilbert | Buy | 1,354 | $20.77 |
| May 21, 2026 | Steven J Gilbert | Buy | 1,354 | $20.77 |
| May 21, 2026 | Steven J Gilbert | Buy | 1,354 | $20.77 |
OAK-PA financials (annual, from XBRL filings)
| Fiscal year end | Revenue | Net income | Diluted EPS | Operating cash flow |
|---|---|---|---|---|
| Dec 31, 2025 | $679.55M | $249.24M | 1.88 | $470.99M |
| Dec 31, 2024 | $777.95M | $307.52M | 2.45 | $-538.64M |
| Dec 31, 2023 | $688.79M | $221.18M | 1.80 | $-730.72M |
| Dec 31, 2022 | $1.10B | $203.65M | 1.73 | $-1.89B |
| Dec 31, 2021 | $1.45B | $631.66M | 6.10 | $-2.73B |
Latest balance sheet: total assets $7.07B, total liabilities $1.71B, cash $831.73M (as of Jun 30, 2026).
OAK-PA earnings / results-day log
| Date | Filing | Close that day |
|---|---|---|
| Jul 25, 2019 | 8-K Item 2.02 (results) | — |
| Apr 25, 2019 | 8-K Item 2.02 (results) | — |
| Feb 5, 2019 | 8-K Item 2.02 (results) | — |
| Oct 25, 2018 | 8-K Item 2.02 (results) | — |
| Jul 26, 2018 | 8-K Item 2.02 (results) | — |
| Apr 26, 2018 | 8-K Item 2.02 (results) | — |
| Apr 16, 2018 | 8-K Item 2.02 (results) | — |
| Feb 6, 2018 | 8-K Item 2.02 (results) | — |
| Oct 26, 2017 | 8-K Item 2.02 (results) | — |
| Jul 27, 2017 | 8-K Item 2.02 (results) | — |
| Apr 27, 2017 | 8-K Item 2.02 (results) | — |
| Feb 7, 2017 | 8-K Item 2.02 (results) | — |
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Information only, not investment advice. BuyMeWhiskey is not a registered investment adviser or broker-dealer; nothing here is a recommendation to buy, sell or hold any security, and there are no price targets. Data comes from SEC EDGAR filings and public end-of-day market data and may be delayed or contain errors. Verify with the company's filings before making decisions. Prices: end-of-day data as of Oct 16, 2026, 4:00 PM ET. Filings: SEC EDGAR. Updated after every US trading day.