OceanFirst Financial Corp. Strategic Asset Allocation Index

Latest as of March 2026: 127.1%

OceanFirst Financial Corp. strategic asset allocation index. OceanFirst Financial Corp. (OCFC) has a Strategic Asset Allocation Index of 127.1% as of March 2026. Strategic assets (PP&E of $- plus long-term investments of $2.12 Billion) total $2.12 Billion, measured against net assets of $1.67 Billion. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. See OceanFirst Financial Corp. (OCFC) balance sheet quality index to measure how much of total assets are equity-financed.

SAAI

127.1%
Strategic Assets / Net Assets

Strategic Assets

$2.12 Billion
PP&E + LT Investments

PP&E

$-
USD

Net Assets

$1.67 Billion
USD

Strategic Asset Allocation Index of OceanFirst Financial Corp. (2000–2025)

Strategic asset allocation index of OceanFirst Financial Corp. from 2000 to 2025. This chart shows how OceanFirst Financial Corp.'s Strategic Asset Allocation Index has evolved across 26 annual periods from 2000 to 2025. As of March 2026, the index stands at 127.1%, representing strategic assets of $2.12 Billion against net assets of $1.67 Billion USD. Check tangible equity quality of OceanFirst Financial Corp. to evaluate the tangible quality of the company's equity base.

OceanFirst Financial Corp. Strategic Asset Allocation Index by Year (2000–2025)

OceanFirst Financial Corp. strategic asset allocation index by year from 2000 to 2025. The table below presents the year-by-year Strategic Asset Allocation Index for OceanFirst Financial Corp. from 2000 to 2025, covering 26 annual filings. Each row shows PP&E, long-term investments, strategic assets combined, net assets, the index percentage, and the change in percentage points compared to the prior year. For live market cap and overall valuation, see OceanFirst Financial Corp. (OCFC) total market value.

Year SAAI Strategic Assets (USD) PP&E LT Investments Net Assets Change (pp)
2025 132.6% $2.21 Billion $- $2.21 Billion $1.66 Billion ▲ +17.7 pp
2024 115.0% $1.96 Billion $- $1.96 Billion $1.70 Billion ▼ -6.2 pp
2023 121.2% $2.01 Billion $- $2.01 Billion $1.66 Billion ▲ +8.7 pp
2022 112.5% $1.78 Billion $2.72 Million $1.78 Billion $1.59 Billion ▲ +95.7 pp
2021 16.8% $1.93 Billion $125.83 Million $1.81 Billion $11.51 Billion ▲ +6.8 pp
2020 10.0% $1.13 Billion $5.78 Million $1.12 Billion $11.21 Billion ▼ -608.4 pp
2019 618.5% $7.13 Billion $3.79 Million $7.13 Billion $1.15 Billion ▲ +515.7 pp
2018 102.8% $1.07 Billion $111.21 Million $957.18 Million $1.04 Billion ▼ -702.0 pp
2017 804.7% $4.84 Billion $105.82 Million $4.74 Billion $601.94 Million ▲ +20.7 pp
2016 784.0% $4.48 Billion $71.39 Million $4.41 Billion $572.04 Million ▲ +676.9 pp
2015 107.1% $2.41 Billion $28.42 Million $2.38 Billion $2.25 Billion ▼ -1.2 pp
2014 108.3% $2.19 Billion $24.74 Million $2.17 Billion $2.02 Billion ▲ +97.2 pp
2013 11.0% $23.68 Million $23.68 Million $- $214.35 Million ▼ -3.6 pp
2012 14.6% $32.19 Million $22.23 Million $9.96 Million $219.79 Million ▲ +0.1 pp
2011 14.6% $31.56 Million $22.26 Million $9.30 Million $216.85 Million ▲ +3.4 pp
2010 11.2% $22.49 Million $22.49 Million $- $201.25 Million ▼ -0.9 pp
2009 12.0% $22.09 Million $22.09 Million $- $183.54 Million ▼ -5.8 pp
2008 17.8% $21.34 Million $21.34 Million $- $119.78 Million ▲ +3.4 pp
2007 14.4% $17.88 Million $17.88 Million $- $124.31 Million ▲ +0.6 pp
2006 13.8% $18.20 Million $18.20 Million $- $132.32 Million ▲ +2.1 pp
2005 11.6% $16.12 Million $16.12 Million $- $138.78 Million ▼ 0.0 pp
2004 11.6% $16.04 Million $16.04 Million $- $137.96 Million ▼ -0.6 pp
2003 12.2% $16.47 Million $16.47 Million $- $134.66 Million ▼ -0.9 pp
2002 13.1% $17.71 Million $17.71 Million $- $135.31 Million ▲ +1.7 pp
2001 11.4% $16.73 Million $16.73 Million $- $146.73 Million ▲ +2.1 pp
2000 9.3% $14.68 Million $14.68 Million $- $157.74 Million —
pp = percentage points