Oppenheimer Holdings (OPY) Invested Capital (2010 - 2026)
Oppenheimer Holdings' (OPY) quarterly Invested Capital came in at $2.3 billion in Q2 2026, up 12.03% year-over-year from $2.1 billion in Q2 2025, and up 4.25% quarter-over-quarter from $2.2 billion in Q1 2026.
Analysis
Oppenheimer Holdings (OPY) Invested Capital (2010 - 2026) Analysis & Trends
Oppenheimer Holdings has disclosed Invested Capital across 17 years of filings, most recently posting $2.3 billion for Q2 2026.
- In Q2 2026, Invested Capital rose 12.03% year-over-year to $2.3 billion; the TTM figure through Jun 2026 stood at $2.3 billion (up 12.03% YoY), while the FY2025 annual figure was $2.1 billion, up 1.63% from the prior year.
- Invested Capital came in at $2.3 billion for Q2 2026 at Oppenheimer Holdings, up from $2.2 billion in the prior quarter.
- In the past five years, Invested Capital ranged from a high of $2.3 billion in Q2 2026 to a low of $956.0 million in Q4 2022.
- Average Invested Capital over 5 years is $1.7 billion, with a median of $1.7 billion recorded in 2023.
- Year-over-year, Invested Capital dropped 18.72% in 2023 and surged 75.56% in 2025.
- Over 5 years, Invested Capital stood at $956.0 million in 2022, then jumped by 50.49% to $1.4 billion in 2023, then surged by 42.91% to $2.1 billion in 2024, then advanced by 1.63% to $2.1 billion in 2025, then climbed by 11.84% to $2.3 billion in 2026.
- Per Business Quant data, the three most recent Invested Capital figures were $2.3 billion in Q2 2026, $2.2 billion in Q1 2026, and $2.1 billion in Q4 2025.
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Invested Cap. (Qtr) |
|---|---|---|---|---|---|
| 1 | Evercore | 10.14 Bn | 8.05 Bn | 975.67 Mn | 2.72 Bn |
| 2 | Jefferies Financial | 9.74 Bn | -5.67 Bn | 3.09 Bn | 33.36 Bn |
| 3 | Houlihan Lokey | 9.07 Bn | 7.99 Bn | - | - |
| 4 | Cluster Group Holdings | 8.00 Bn | 8.00 Bn | - | - |
| 5 | PJT Partners | 5.75 Bn | 5.81 Bn | 481.98 Mn | - |
| 6 | Moelis | 5.25 Bn | 5.17 Bn | - | - |
| 7 | Piper Sandler Companies | 4.88 Bn | 4.77 Bn | - | 1.60 Bn |
| 8 | Lazard | 3.95 Bn | 2.96 Bn | - | 2.60 Bn |
| 9 | BRBI BR Partners | 3.50 Bn | 3.38 Bn | 16.77 Mn | 2.49 Bn |
| 10 | Oppenheimer Holdings | 1.24 Bn | -322.52 Mn | - | 2.34 Bn |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 2.34 Bn |
| Mar 31, 2026 | 2.24 Bn |
| Dec 31, 2025 | 2.09 Bn |
| Sep 30, 2025 | 2.17 Bn |
| Jun 30, 2025 | 2.09 Bn |
| Mar 31, 2025 | 2.11 Bn |
| Dec 31, 2024 | 2.06 Bn |
| Sep 30, 2024 | 1.82 Bn |
| Jun 30, 2024 | 1.88 Bn |
| Mar 31, 2024 | 1.20 Bn |
| Dec 31, 2023 | 1.44 Bn |
| Sep 30, 2023 | 1.53 Bn |
| Jun 30, 2023 | 1.55 Bn |
| Mar 31, 2023 | 1.12 Bn |
| Dec 31, 2022 | 955.96 Mn |
| Sep 30, 2022 | 1.12 Bn |
| Jun 30, 2022 | 1.14 Bn |
| Mar 31, 2022 | 1.38 Bn |
| Dec 31, 2021 | 1.17 Bn |
| Sep 30, 2021 | 1.19 Bn |