Oppenheimer Holdings (OPY) Return on Assets [ROA] (2011 - 2026)
Oppenheimer Holdings (OPY) recorded Return on Assets [ROA] of 2.55% in Q2 2026, up 0.13 percentage points from 2.41% a year earlier but down 0.02 percentage points from the prior quarter.
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Analysis
Oppenheimer Holdings (OPY) Return on Assets [ROA] (2011 - 2026) Analysis & Trends
For FY2025, Oppenheimer Holdings reported Return on Assets [ROA] of 4.16%, up 1.89 percentage points from FY2024.
- Annual Return on Assets [ROA] has a five-year change of -0.58 percentage points (FY2020 to FY2025).
- Across earlier years, Return on Assets [ROA] came in at 2.28% in FY2024 (+1.19 pp), 1.08% in FY2023 (-0.03 pp), 1.12% in FY2022 (-4.41 pp) and 5.52% in FY2021 (+0.77 pp).
- Quarterly Return on Assets [ROA] has ranged from 1.03% in Q4 2023 to 6.25% in Q3 2021 over the past five years.
- On a year-over-year basis, Return on Assets [ROA] has increased for ten consecutive quarters, with an average year-over-year change of +0.71 percentage points over the last eight quarters.
- Peak year-over-year performance for Return on Assets [ROA] in the last five years was a gain of 4.09 percentage points in Q3 2021, against a drop of 4.20 percentage points in Q4 2022 at the low end.
- Per Business Quant, the preceding three quarters came in at 2.57% (Q1 2026), 3.92% (Q4 2025) and 2.26% (Q3 2025).
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | ROA (Qtr) |
|---|---|---|---|---|---|
| 1 | Cme | 109.27 Bn | 97.61 Bn | - | 2.28% |
| 2 | Bank of New York Mellon | 98.55 Bn | 37.92 Bn | - | 1.17% |
| 3 | Intercontinental Exchange | 91.26 Bn | 85.07 Bn | - | 2.32% |
| 4 | Robinhood Markets | 85.47 Bn | 66.56 Bn | - | 4.08% |
| 5 | Nasdaq | 57.27 Bn | 54.71 Bn | 1.48 Bn | 7.61% |
| 6 | State Street | 46.11 Bn | 46.11 Bn | - | 0.85% |
| 7 | Interactive Brokers | 36.17 Bn | 29.63 Bn | - | 2.10% |
| 8 | Cboe Global Markets | 35.59 Bn | 27.25 Bn | 731.60 Mn | 12.48% |
| 9 | Northern Trust | 30.73 Bn | 30.73 Bn | - | 1.27% |
| 10 | Oppenheimer Holdings | 1.08 Bn | -4.42 Bn | - | 2.55% |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 2.55% |
| Mar 31, 2026 | 2.57% |
| Dec 31, 2025 | 3.92% |
| Sep 30, 2025 | 2.26% |
| Jun 30, 2025 | 2.41% |
| Mar 31, 2025 | 2.19% |
| Dec 31, 2024 | 2.11% |
| Sep 30, 2024 | 2.18% |
| Jun 30, 2024 | 1.88% |
| Mar 31, 2024 | 1.36% |
| Dec 31, 2023 | 1.03% |
| Sep 30, 2023 | 1.35% |
| Jun 30, 2023 | 1.06% |
| Mar 31, 2023 | 1.31% |
| Dec 31, 2022 | 1.15% |
| Sep 30, 2022 | 2.51% |
| Jun 30, 2022 | 3.17% |
| Mar 31, 2022 | 4.29% |
| Dec 31, 2021 | 5.36% |
| Sep 30, 2021 | 6.25% |
API Access
Oppenheimer Holdings Return on Assets [ROA] 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=return-on-assets-%5Broa%5D&ticker=OPY&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "return-on-assets-[roa]", "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=return-on-assets-%5Broa%5D&ticker=OPY&period=max&api_key=YOUR_API_KEY");
const data = await res.json();