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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.

Decision context

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.

Benchmark Comparison

Normalized Performance vs SPY

Compare this ticker against a broad index, growth benchmark, or sector ETF using a shared 1Y normalization window.

1Y shared range

OAK-PA

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Normalized return

SPY

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S&P 500

Excess Return

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Relative to SPY

OAK-PA Max Drawdown

-12.52%

Trailing 1Y

SPY Max Drawdown

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Trailing 1Y

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Calendar-Year Returns

Uses the longest available daily history for OAK-PA and SPY.

Calendar-year return history is still loading or unavailable.

EPS Consensus

0.98

Range 0.98 โ†’ 0.98

No analyst count

vs prior: +30.7%

Revenue Outlook

$0.4B

Range $0.4B โ†’ $0.4B

No analyst count

vs prior: +16.8%

Consensus Spread

EPS spread0.0%
Revenue spread0.0%

Lower spread suggests tighter agreement across covering analysts.

Trend

EPS trend

Consensus average across visible periods

0.98
Latest visible period
Q2 2025Q1 2026
4 visible pointstrend: +30.7%

Trend

Revenue trend

Average analyst revenue estimate

$0.4B
Latest visible period
Q2 2025Q1 2026
4 visible pointstrend: +16.8%

Timeline

Analyst forecast ladder

Sorted by period end date. Includes both cached rows and live fallbacks from FMP.

Q1 2026
Ends Mar 31, 2026
quarter
Revenue
$0.4B
$0.4B to $0.4B
EPS
0.98
0.98 to 0.98
No analyst count
EPS: No analyst count
Apr 29, 04:16 PM UTC
stable/analyst-estimates
Q4 2025
Ends Dec 31, 2025
quarter
Revenue
$0.4B
$0.4B to $0.4B
EPS
0.75
0.75 to 0.75
No analyst count
EPS: No analyst count
Apr 29, 04:16 PM UTC
stable/analyst-estimates
Q3 2025
Ends Sep 30, 2025
quarter
Revenue
$0.4B
$0.4B to $0.4B
EPS
0.94
0.94 to 0.94
No analyst count
EPS: No analyst count
Apr 29, 04:16 PM UTC
stable/analyst-estimates
Q2 2025
Ends Jun 30, 2025
quarter
Revenue
$0.5B
$0.5B to $0.5B
EPS
1.27
1.27 to 1.27
No analyst count
EPS: No analyst count
Apr 29, 04:16 PM UTC
stable/analyst-estimates

Next Step

Put consensus data in context

Forecasts are most valuable when they sit beside comparisons, earnings setup, and the rest of the business story.