Oppenheimer Holdings (OPY) Invested Capital (2010 - 2026)
Oppenheimer Holdings (OPY) posted Invested Capital of $1.3 billion for Q1 2026, up 18.19% sequentially from $1.1 billion in Q4 2025, and up 1.77% YoY from $1.2 billion in Q1 2025.
Oppenheimer Holdings (OPY) Invested Capital (2010 - 2026) Analysis & Trends
Oppenheimer Holdings (OPY) has 17 years of Invested Capital data on file, last reported at $1.3 billion in Q1 2026.
- Quarterly Invested Capital rose 1.77% year-over-year to $1.3 billion in Q1 2026, while the trailing twelve-month figure through Mar 2026 was $1.3 billion (up 1.77% YoY) and the FY2025 annual result came in at $1.1 billion, up 320.72% from the prior year.
- Invested Capital rose to $1.3 billion in Q1 2026 per OPY's latest filing, from $1.1 billion in the prior quarter.
- The five-year high for Invested Capital was $1.3 billion in Q1 2026, with the low at $1.4 million in Q4 2022.
- Average Invested Capital over 5 years is $559.7 million, with a median of $350.4 million recorded in 2025.
- Year-over-year, Invested Capital sank 99.04% in 2022 and soared 55637.22% in 2023.
- Oppenheimer Holdings' Invested Capital stood at $1.4 million in 2022, then soared by 55637.22% to $789.2 million in 2023, then plunged by 68.06% to $252.1 million in 2024, then soared by 320.72% to $1.1 billion in 2025, then increased by 18.19% to $1.3 billion in 2026.
- Business Quant data shows OPY's Invested Capital at $1.3 billion in Q1 2026, $1.1 billion in Q4 2025, and $1.2 billion in Q3 2025.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Invested Cap. (Qtr) |
|---|---|---|---|---|---|
| 1 | Morgan Stanley | 330.70 Bn | 197.17 Bn | - | 486.95 Bn |
| 2 | Goldman Sachs | 309.79 Bn | -627.76 Bn | - | 122.78 Bn |
| 3 | Schwab Charles | 167.21 Bn | 122.24 Bn | - | 49.23 Bn |
| 4 | Futu Holdings | 111.36 Bn | 109.19 Bn | 733.58 Mn | 6.75 Bn |
| 5 | Robinhood Markets | 97.69 Bn | 93.05 Bn | 960.00 Mn | 9.69 Bn |
| 6 | LPL Financial Holdings | 23.49 Bn | 22.47 Bn | - | 12.87 Bn |
| 7 | Tradeweb Markets | 21.59 Bn | 20.34 Bn | - | 7.31 Bn |
| 8 | Circle Internet | 15.14 Bn | 13.62 Bn | 35.01 Mn | 3.43 Bn |
| 9 | Iren | 14.46 Bn | 12.24 Bn | 144.76 Mn | 2.94 Bn |
| 10 | Oppenheimer Holdings | 1.19 Bn | 1.17 Bn | - | 1.25 Bn |
Historic Data
Download Data| Date | Value |
|---|---|
| Mar 31, 2026 | 1.25 Bn |
| Dec 31, 2025 | 1.06 Bn |
| Sep 30, 2025 | 1.18 Bn |
| Jun 30, 2025 | 350.38 Mn |
| Mar 31, 2025 | 1.23 Bn |
| Dec 31, 2024 | 252.10 Mn |
| Sep 30, 2024 | 1.04 Bn |
| Jun 30, 2024 | 218.75 Mn |
| Mar 31, 2024 | 94.93 Mn |
| Dec 31, 2023 | 789.24 Mn |
| Sep 30, 2023 | 835.52 Mn |
| Jun 30, 2023 | 94.66 Mn |
| Mar 31, 2023 | 19.31 Mn |
| Dec 31, 2022 | 1.42 Mn |
| Sep 30, 2022 | 826.18 Mn |
| Jun 30, 2022 | 179.01 Mn |
| Mar 31, 2022 | 80.71 Mn |
| Dec 31, 2021 | 147.53 Mn |
| Sep 30, 2021 | 847.25 Mn |
| Jun 30, 2021 | 82.75 Mn |