Financial Services
Oaktree Capital Group, LLC 6.625% PFD UT A(OAK-PA)
Live Price
Offline$20.70
+0.00% today
Window Change
-8.81%
Window
Jun 23, 2025 โ May 14, 2026
- Market Cap
- $2.46B
- Revenue Growth
- -13.0%
- EPS Growth
- -23.3%
- Dividend Yield
- 8.0%
Coverage: 226 bars ยท Jun 23, 2025 โ May 14, 2026
Research Briefing
A compact read on the setup, peer context, quarterly changes, and recent earnings reaction.
Research Snapshot
Oaktree Capital Group, LLC 6.625% PFD UT A (OAK-PA) is a Financial Services stock with a market cap of $2.46B and listed on NYSE. The stock last traded around $20.70 and down 8.8% across the available one-year price window (Jun 23, 2025 โ May 14, 2026). Baseline metrics include revenue growth of -13.0%, EPS growth of -23.3%, a dividend yield of 8.0%. What stands out right now is revenue -13.0%, EPS -23.3%, free cash flow +184.3% with operating margin 83.6% and ROIC 9.0%. The dividend matters to the case here, with a current yield around 8.0%. Valuation is more restrained than many high-expectation growth names at P/E 10.3 and price/sales 3.4. Overall, the current profile looks closer to a income-oriented value setup than a generic broad-market placeholder. Stock Foundry combines OAK-PA price history, valuation, growth, dividend context, earnings, analyst forecasts, news, related Financial Services peers on this page.
Sector Context
How this name stacks up against nearby peers on first-pass metrics.
Revenue Growth
Below sector median
-13.0% vs +3.4% peer median
Operating Margin
Above sector median
+83.6% vs +4.7% peer median
What Changed This Quarter
Latest report context and the signals most likely to have changed the story.
Latest report is on the board
2026 was reported on May 12, 2026, but the surprise data is still limited.
The operating picture looks softer than before
Revenue is at -13.0% and EPS is at -23.3%, with operating margin around 83.6%.
Shareholder return is still part of the story
The stock is still offering a dividend yield around 8.0%, which matters if the thesis depends on income as much as growth.
Earnings Reaction Memory
How the stock has tended to move after recent reports.
Across the last 3 reported quarters, the stock averaged -0.8% over the next 5 trading days and finished higher after 1 of those reports.
View quarter-by-quarter reaction table
| Quarter | EPS ฮ | 1D | 5D | 20D |
|---|---|---|---|---|
2026 May 12, 2026 | โ | -0.3% | โ | โ |
2026 Mar 18, 2026 | +80.0% | +1.7% | -2.4% | -2.8% |
2025 Nov 10, 2025 | โ | +0.6% | +0.9% | -0.8% |
Benchmark Comparison
Normalized Performance vs SPY
Compare this ticker against a broad index, growth benchmark, or sector ETF using a shared 1Y normalization window.
OAK-PA
โ
Normalized return
SPY
โ
S&P 500
Excess Return
โ
Relative to SPY
OAK-PA Max Drawdown
-12.52%
Trailing 1Y
SPY Max Drawdown
โ
Trailing 1Y
Calendar-Year Returns
Uses the longest available daily history for OAK-PA and SPY.
Company Overview
Oaktree Capital Group, LLC 6.625% PFD UT A
New York Stock Exchange
Brookfield 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.
- Leadership
- Nicholas H. Goodman
- IPO Date
- May 11, 2018
- Employees
- 950
- Street Address
- 333 South Grand Avenue, 28th Floor
- Mailing
- Los Angeles, CA, 90071
- Region
- Los Angeles, CA, US
- Reporting Currency
- USD
- Investor Line
- +1 213 830 6300
- Last Updated
- May 3, 2026
Key Fundamentals
Valuation, growth, profitability, and balance sheet signals.
Valuation
- P/E
- 10.3
- EV/EBITDA
- 6.2
- Price/Sales
- 3.4
- Price/Book
- 1.1
Growth
- Revenue
- -13.0%
- EPS
- -23.3%
- Free Cash Flow
- +184.3%
Profitability
- Gross Margin
- 88.5%
- Operating Margin
- 83.6%
- Net Margin
- 34.1%
- ROE
- 11.3%
- ROIC
- 9.0%
Balance Sheet
- Debt/Equity
- 0.59
- Current Ratio
- 0.19
Earnings Reports
Latest News
Official Releases
Company announcements and filings-style updates.
Next Step
Keep the research moving
After the overview, the strongest next step is usually chart context or a tighter compare set.