Oppenheimer Holdings OPY Business Segments
| Q1 '26 | Q4 '25 | Q3 '25 | Q2 '25 | Q1 '25 | ||
|---|---|---|---|---|---|---|
| Total revenue from contracts with customers by Business | ||||||
| Capital Markets | $189.12M+3.4% | $182.93M+12.8% | $162.15M+31.8% | $122.98M-0.2% | $123.26M+3.3% | |
| Wealth Management | $253.68M-11.7% | $287.27M+10.6% | $259.73M+5.4% | $246.42M+1.8% | $241.99M-4.5% | |
| Total revenue from contracts with customers by Product | ||||||
| Advisory Fees | $141.72M-14.9% | $166.6M+24.0% | $134.4M+7.0% | $125.63M-2.5% | $128.8M-0.7% | |
| Bank Deposit Sweep Income | $26.12M-5.8% | $27.73M-2.2% | $28.35M-1.1% | $28.65M-4.7% | $30.08M-7.1% | |
| Commissions from sales and trading | $119.52M+4.9% | $113.92M+1.4% | $112.33M+9.7% | $102.43M-0.3% | $102.73M-2.3% | |
| Investment banking - advisory | $63.26M+47.9% | $42.77M+91.8% | $22.3M-0.8% | $22.49M-13.4% | $25.96M-14.3% | |
| Investment Banking, Capital Markets | $34.46M-37.3% | $54.98M-0.4% | $55.19M+162% | $21.05M-2.8% | $21.66M+51.3% | |
| Mutual fund and insurance income | $8.82M-1.0% | $8.91M+6.6% | $8.36M+10.1% | $7.59M-6.9% | $8.15M-5.0% | |
| Other | $5.48M+296% | $1.38M-85.1% | $9.29M+66.9% | $5.57M-17.8% | $6.77M+25.1% | |
| Revenue by Geography | ||||||
| Americas | $423.04M-6.2% | $451.13M+10.7% | $407.68M+13.6% | $358.81M+1.2% | $354.71M-0.9% | |
| Asia | $701K+31.8% | $532K-20.5% | $669K+6.5% | $628K-17.8% | $764K-31.6% | |
| Europe/Middle East | $21.36M+1.9% | $20.97M+30.3% | $16.09M+17.1% | $13.74M+11.2% | $12.35M-25.1% |
Chart any of these lines over time, or line them up against competitors.
Compare these in charts →Questions, answered.
- How does Oppenheimer Holdings break its business down?
- Oppenheimer Holdings (OPY) reports total revenue from contracts with customers by business across 2 parts — Capital Markets and Wealth Management. Each is extracted from the segment footnotes and tracked over time.
- Where does Oppenheimer Holdings's segment data come from?
- Segment breakdowns are pulled from the segment footnotes in Oppenheimer Holdings's SEC filings (the XBRL dimensional tags), so every line ties back to a reported figure. Switch between quarterly, annual, and TTM, or open any segment for its full history.
