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

Oppenheimer Holdings' (OPY) quarterly Invested Capital came in at $1.3 billion in Q1 2026, up 1.77% year-on-year from $1.2 billion in Q1 2025, and up 18.19% quarter-over-quarter from $1.1 billion in Q4 2025.

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

Oppenheimer Holdings has disclosed Invested Capital across 17 years of filings, most recently posting $1.3 billion for Q1 2026.

  • Invested Capital for Q1 2026 came in at $1.3 billion, up 1.77% year-over-year; the trailing twelve-month figure through Mar 2026 was $1.3 billion (up 1.77% YoY), and the FY2025 annual result was $1.1 billion, up 320.72% from the prior year.
  • Invested Capital came in at $1.3 billion for Q1 2026 at Oppenheimer Holdings, up from $1.1 billion in the prior quarter.
  • In the past five years, Invested Capital ranged from a high of $1.3 billion in Q1 2026 to a low of $1.4 million in Q4 2022.
  • The 5-year median for Invested Capital is $350.4 million (2025), against an average of $559.7 million.
  • Across the five-year window, Invested Capital tumbled 99.04% in 2022 and surged 55637.22% in 2023, its largest moves.
  • Oppenheimer Holdings' Invested Capital stood at $1.4 million in 2022, then soared by 55637.22% to $789.2 million in 2023, then tumbled by 68.06% to $252.1 million in 2024, then soared by 320.72% to $1.1 billion in 2025, then advanced by 18.19% to $1.3 billion in 2026.
  • The last three Invested Capital figures came in at $1.3 billion (Q1 2026), $1.1 billion (Q4 2025), and $1.2 billion (Q3 2025), per Business Quant data.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Invested Cap. (Qtr)
1 SOL Strategies 100,773.79 Bn 100,773.79 Bn - 1,166.73 Bn
2 Morgan Stanley 331.35 Bn 197.82 Bn - 486.95 Bn
3 Goldman Sachs 317.73 Bn -619.82 Bn - 122.78 Bn
4 Schwab Charles 153.74 Bn 108.77 Bn - 49.23 Bn
5 Robinhood Markets 75.98 Bn 71.34 Bn 960.00 Mn 9.69 Bn
6 Interactive Brokers 38.91 Bn 49.50 Bn - 5.59 Bn
7 LPL Financial Holdings 22.76 Bn 21.73 Bn - 12.87 Bn
8 Tradeweb Markets 20.90 Bn 19.65 Bn - 7.31 Bn
9 Circle Internet 20.00 Bn 18.49 Bn 35.01 Mn 3.43 Bn
10 Oppenheimer Holdings 1.05 Bn 1.03 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