Oppenheimer Holdings (OPY) Invested Capital (2010 - 2026)

Oppenheimer Holdings (OPY) posted quarterly Invested Capital of $349.9 million for Q2 2026, up 8.06% year-over-year from $323.8 million in Q2 2025, and up 21.54% on a QoQ basis from $287.9 million in Q1 2026.

Oppenheimer Holdings (OPY) Invested Capital (2010 - 2026) Analysis & Trends

Oppenheimer Holdings has reported Invested Capital for 17 years, with the latest figure at $349.9 million in Q2 2026.

  • Invested Capital for Q2 2026 came in at $349.9 million, up 8.06% year-over-year; the trailing twelve-month figure through Jun 2026 was $976.9 million (down 14.46% YoY), and the FY2025 annual result was $76.8 million, down 69.54% from the prior year.
  • Invested Capital improved to $349.9 million in Q2 2026, from $287.9 million in the prior quarter.
  • Over five years, Invested Capital peaked at $359.5 million in Q1 2025 and troughed at $19.3 million in Q1 2023.
  • A 5-year average of $182.0 million and a median of $192.0 million in 2022 frame the typical range for Invested Capital.
  • The widest annual swing landed in 2023, when Invested Capital tumbled 75.32%; it then jumped 389.12% in 2024.
  • A 5-year view of Invested Capital shows it stood at $53.6 million in 2022, then grew by 4.85% to $56.2 million in 2023, then surged by 348.58% to $252.1 million in 2024, then tumbled by 69.54% to $76.8 million in 2025, then surged by 355.6% to $349.9 million in 2026.
  • Per Business Quant data, the three most recent Invested Capital figures were $349.9 million in Q2 2026, $287.9 million in Q1 2026, and $76.8 million in Q4 2025.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Invested Cap. (Qtr)
1 Morgan Stanley 338.83 Bn 205.30 Bn - 392.56 Bn
2 Goldman Sachs 316.34 Bn -660.01 Bn - 55.64 Bn
3 Schwab Charles 220.55 Bn 135.80 Bn - -
4 Futu Holdings 121.48 Bn 105.59 Bn 733.58 Mn 8.63 Mn
5 Robinhood Markets 84.07 Bn 66.74 Bn 1.20 Bn 20.54 Bn
6 Iren 68.17 Bn 65.95 Bn 104.86 Mn 274.26 Mn
7 ATIF Holdings 45.42 Bn 45.42 Bn - -250,000.00
8 Interactive Brokers 39.54 Bn -3.28 Bn - 32.02 Bn
9 LPL Financial Holdings 28.27 Bn 25.57 Bn - -
10 Oppenheimer Holdings 1.25 Bn -303.46 Mn - 349.90 Mn

Historic Data

Download Data
DateValue
Jun 30, 2026 349.90 Mn
Mar 31, 2026 287.90 Mn
Dec 31, 2025 76.80 Mn
Sep 30, 2025 262.30 Mn
Jun 30, 2025 323.80 Mn
Mar 31, 2025 359.50 Mn
Dec 31, 2024 252.10 Mn
Sep 30, 2024 206.70 Mn
Jun 30, 2024 218.80 Mn
Mar 31, 2024 94.35 Mn
Sep 30, 2023 56.20 Mn
Jun 30, 2023 94.40 Mn
Mar 31, 2023 19.30 Mn
Sep 30, 2022 53.60 Mn
Jun 30, 2022 177.30 Mn
Mar 31, 2022 78.15 Mn
Dec 31, 2021 69.50 Mn
Sep 30, 2021 72.30 Mn
Jun 30, 2021 79.60 Mn
Mar 31, 2021 75.10 Mn