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
DateValue
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