Oppenheimer Holdings OPY Business Segments
| TTM Q1 '26 | TTM Q4 '25 | TTM Q3 '25 | TTM Q2 '25 | TTM Q1 '25 | ||
|---|---|---|---|---|---|---|
| Total revenue from contracts with customers by Business | ||||||
| Capital Markets | $657.18M+11.1% | $591.32M+12.1% | $527.71M+7.8% | $489.6M+6.7% | $458.76M+2.5% | |
| Wealth Management | $1.05B+1.1% | $1.04B+3.4% | $1B+1.4% | $987.97M+1.2% | $976.08M+0.4% | |
| Revenue Not from Contract with Customer by Business | ||||||
| Capital Markets | $110.75M+3.8% | $106.68M+3.4% | $103.12M+4.1% | $99.04M+5.7% | $93.67M+2.5% | |
| Principal transactions, net by Business | ||||||
| Capital Markets | $49.44M+4.5% | $47.33M-1.6% | $48.09M+2.5% | $46.93M+5.6% | $44.44M-13.5% | |
| Other by Business | ||||||
| Capital Markets | $844K-0.2% | $846K+5.2% | $804K-2.0% | $820K+5.3% | $779K+16.1% | |
| Other Segment Items by Business | ||||||
| Capital Markets | $174.9M0.0% | $174.87M+0.5% | $174.08M+0.6% | $172.99M+3.4% | $167.38M+2.3% | |
| Wealth Management | $203.5M-0.1% | $203.64M-0.2% | $203.95M-0.3% | $204.5M+2.3% | $199.96M+4.1% | |
| Interest by Business | ||||||
| Capital Markets | $60.47M+3.4% | $58.5M+7.9% | $54.23M+5.7% | $51.29M+5.9% | $48.45M+23.3% | |
| Compensation expenses (1) by Business | ||||||
| Capital Markets | $385.57M+7.0% | $360.28M+1.4% | $355.28M+5.5% | $336.69M+2.2% | $329.37M+1.8% | |
| Wealth Management | $575.85M+6.7% | $539.69M-2.0% | $550.76M+4.5% | $527.06M+1.7% | $518.3M+0.8% | |
| Total revenue from contracts with customers by Product | ||||||
| Advisory Fees | $568.35M+2.3% | $555.44M+7.1% | $518.59M+2.5% | $505.82M+1.7% | $497.39M+2.9% | |
| Bank Deposit Sweep Income | $110.85M-3.4% | $114.81M-3.9% | $119.44M-5.2% | $125.97M-4.7% | $132.16M-4.8% | |
| Commissions from sales and trading | $448.2M+3.9% | $431.4M+2.1% | $422.63M+4.3% | $405.15M+3.4% | $391.66M+3.9% | |
| Investment banking - advisory | $150.82M+32.9% | $113.52M+12.3% | $101.04M-9.4% | $111.54M+10.1% | $101.34M-5.5% | |
| Investment Banking, Capital Markets | $165.67M+8.4% | $152.87M+36.2% | $112.21M+46.9% | $76.41M+5.8% | $72.19M+4.4% | |
| Mutual fund and insurance income | $33.68M+2.0% | $33.01M+1.0% | $32.68M+0.4% | $32.56M-1.6% | $33.08M+0.9% | |
| Other | $21.71M-5.6% | $23.01M-14.9% | $27.04M+19.5% | $22.62M-0.5% | $22.74M+9.9% | |
| Revenue by Geography | ||||||
| Americas | $1.64B+4.3% | $1.57B+6.3% | $1.48B+3.3% | $1.43B+3.0% | $1.39B+1.0% | |
| Asia | $2.53M-2.4% | $2.59M-18.4% | $3.18M-7.8% | $3.45M-2.8% | $3.55M-4.9% | |
| Europe/Middle East | $72.15M+14.3% | $63.15M+7.6% | $58.67M+7.8% | $54.43M+0.6% | $54.09M+3.0% |
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.
