Oppenheimer Holdings (OPY) Return on Invested Capital [ROIC] (2011 - 2026)
Oppenheimer Holdings (OPY) posted Return on Invested Capital [ROIC] of 3.52% for Q2 2026, up 3.52 percentage points from 0.00% a year earlier and up 0.88 percentage points from the prior quarter.
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Analysis
Oppenheimer Holdings (OPY) Return on Invested Capital [ROIC] (2011 - 2026) Analysis & Trends
For FY2025, Oppenheimer Holdings' Return on Invested Capital [ROIC] came in at 9.39%, up 9.39 percentage points from FY2024.
- Annual Return on Invested Capital [ROIC] shows a five-year change of -5.86 percentage points (FY2020 to FY2025).
- In prior years, Oppenheimer Holdings' Return on Invested Capital [ROIC] was 0.00% in FY2024 (-5.14 pp), 5.14% in FY2023 (+3.27 pp), 1.87% in FY2022 (-15.87 pp) and 17.73% in FY2021 (+2.49 pp).
- Quarterly Return on Invested Capital [ROIC] has run from a low of 0.00% in Q2 2024 to a high of 19.52% in Q3 2021 over five years.
- On a year-over-year basis, Return on Invested Capital [ROIC] has increased in each of the last three quarters, with an average year-over-year change of -0.43 percentage points over the last eight quarters.
- The strongest year-over-year quarter for Return on Invested Capital [ROIC] in the past five years was Q3 2021, with a gain of 11.58 percentage points; the weakest was Q4 2022, with a drop of 14.96 percentage points.
- According to Business Quant data, Return on Invested Capital [ROIC] for the three prior quarters was 2.64% (Q1 2026), 9.08% (Q4 2025) and 0.00% (Q3 2025).
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | ROIC (Qtr) |
|---|---|---|---|---|---|
| 1 | Cme | 109.27 Bn | 97.61 Bn | - | 11.69% |
| 2 | Bank of New York Mellon | 98.55 Bn | 37.92 Bn | - | 27.12% |
| 3 | Intercontinental Exchange | 91.26 Bn | 85.07 Bn | - | 8.46% |
| 4 | Robinhood Markets | 85.47 Bn | 66.56 Bn | - | - |
| 5 | Nasdaq | 57.27 Bn | 54.71 Bn | 1.48 Bn | 10.50% |
| 6 | State Street | 46.11 Bn | 46.11 Bn | - | - |
| 7 | Interactive Brokers | 36.17 Bn | 29.63 Bn | - | 41.23% |
| 8 | Cboe Global Markets | 35.59 Bn | 27.25 Bn | 731.60 Mn | 18.08% |
| 9 | Northern Trust | 30.73 Bn | 30.73 Bn | - | 27.43% |
| 10 | Oppenheimer Holdings | 1.08 Bn | -4.42 Bn | - | 3.52% |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 3.52% |
| Mar 31, 2026 | 2.64% |
| Dec 31, 2025 | 9.08% |
| Sep 30, 2025 | 0.00% |
| Jun 30, 2025 | 0.00% |
| Mar 31, 2025 | 0.00% |
| Dec 31, 2024 | 0.00% |
| Sep 30, 2024 | 0.00% |
| Jun 30, 2024 | 0.00% |
| Mar 31, 2024 | 7.06% |
| Dec 31, 2023 | 5.15% |
| Sep 30, 2023 | 6.47% |
| Jun 30, 2023 | 4.84% |
| Mar 31, 2023 | 0.80% |
| Dec 31, 2022 | 1.91% |
| Sep 30, 2022 | 7.12% |
| Jun 30, 2022 | 9.48% |
| Mar 31, 2022 | 13.43% |
| Dec 31, 2021 | 16.87% |
| Sep 30, 2021 | 19.52% |
API Access
Oppenheimer Holdings Return on Invested Capital [ROIC] 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-invested-capital-%5Broic%5D&ticker=OPY&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "return-on-invested-capital-[roic]", "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-invested-capital-%5Broic%5D&ticker=OPY&period=max&api_key=YOUR_API_KEY");
const data = await res.json();