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| 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 |