Oppenheimer Holdings (OPY) Invested Capital (2010 - 2026)
Oppenheimer Holdings (OPY) reported Invested Capital of $1.24 billion for Q3 2026, up 3.0% from $1.2 billion a year earlier but down 8.7% from the prior quarter.
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Analysis
Oppenheimer Holdings (OPY) Invested Capital (2010 - 2026) Analysis & Trends
For FY2025, Oppenheimer Holdings posted Invested Capital of $1.09 billion, down 2.8% from FY2024.
- Invested Capital has a five-year compound annual growth rate of 6.2% (FY2020 to FY2025).
- By year, Invested Capital came in at $1.12 billion in FY2024 (+23.4%), $910.9 million in FY2023 (+0.3%), $908.39 million in FY2022 (-4.3%) and $949.34 million in FY2021 (+17.3%).
- Five-year quarterly Invested Capital spans a low of $906.44 million in Q3 2023 and a high of $1.35 billion in Q2 2026.
- Year over year, Invested Capital has now increased in each of the last three quarters, with growth averaging 12.4% over the last eight quarters.
- The high point for year-over-year Invested Capital in five years was Q1 2025 (growth of 33.3%); the low point was Q2 2023 (a decline of 4.7%).
- Per Business Quant data, the three quarters before Q3 2026 came in at $1.35 billion (Q2 2026), $1.27 billion (Q1 2026) and $1.09 billion (Q4 2025).
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Invested Cap. (Qtr) |
|---|---|---|---|---|---|
| 1 | Cme | 108.45 Bn | 96.78 Bn | - | 29.99 Bn |
| 2 | Bank of New York Mellon | 103.42 Bn | 37.04 Bn | - | 85.20 Bn |
| 3 | Intercontinental Exchange | 97.62 Bn | 90.52 Bn | - | 53.25 Bn |
| 4 | Robinhood Markets | 76.31 Bn | 55.85 Bn | - | 12.74 Bn |
| 5 | Nasdaq | 60.49 Bn | 57.93 Bn | 1.48 Bn | 20.74 Bn |
| 6 | State Street | 47.20 Bn | 47.20 Bn | - | - |
| 7 | Cboe Global Markets | 36.71 Bn | 27.19 Bn | 712.20 Mn | 7.37 Bn |
| 8 | Interactive Brokers | 35.41 Bn | 11.72 Bn | - | 23.27 Bn |
| 9 | Northern Trust | 32.29 Bn | 32.29 Bn | - | 25.34 Bn |
| 10 | Oppenheimer Holdings | 1.00 Bn | -4.60 Bn | - | 1.24 Bn |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Sep 30, 2026 | 1.24 Bn |
| Jun 30, 2026 | 1.35 Bn |
| Mar 31, 2026 | 1.27 Bn |
| Dec 31, 2025 | 1.09 Bn |
| Sep 30, 2025 | 1.20 Bn |
| Jun 30, 2025 | 1.23 Bn |
| Mar 31, 2025 | 1.25 Bn |
| Dec 31, 2024 | 1.12 Bn |
| Sep 30, 2024 | 1.05 Bn |
| Jun 30, 2024 | 1.05 Bn |
| Mar 31, 2024 | 935.69 Mn |
| Dec 31, 2023 | 910.90 Mn |
| Sep 30, 2023 | 906.44 Mn |
| Jun 30, 2023 | 922.71 Mn |
| Mar 31, 2023 | 931.38 Mn |
| Dec 31, 2022 | 908.39 Mn |
| Sep 30, 2022 | 906.48 Mn |
| Jun 30, 2022 | 968.69 Mn |
| Mar 31, 2022 | 941.08 Mn |
| Dec 31, 2021 | 949.34 Mn |
API Access
Oppenheimer Holdings Invested Capital API
Pull this series into your own models, spreadsheets and apps with the Business Quant
Historical Metrics API. The request below matches the chart above — change the
frequency, period or values and it follows. Swap YOUR_API_KEY for your own key.
https://data.businessquant.com/historic?slug=invested-capital&ticker=OPY&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "invested-capital", "ticker": "OPY", "period": "max", "api_key": "YOUR_API_KEY"}
data = requests.get(url, params=params).json()const res = await fetch("https://data.businessquant.com/historic?slug=invested-capital&ticker=OPY&period=max&api_key=YOUR_API_KEY");
const data = await res.json();