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+53.4% | $182.93M+53.3% | $162.15M+30.7% | $122.98M+33.5% | $123.26M+10.0% | |
| Wealth Management | $253.68M+4.8% | $287.27M+13.3% | $259.73M+5.6% | $246.42M+5.1% | $241.99M+1.7% | |
| Revenue Not from Contract with Customer by Business | ||||||
| Capital Markets | $27.62M+17.3% | $27.45M+14.9% | $29.25M+16.2% | $26.44M+25.5% | $23.54M+10.9% | |
| Wealth Management | $17.08M-9.6% | —— | $23.83M-18.6% | $30.99M+31.1% | $18.9M-30.5% | |
| Principal transactions, net by Business | ||||||
| Capital Markets | $11.91M+21.5% | $11.29M-6.3% | $14.19M+8.9% | $12.05M+26.0% | $9.8M-41.5% | |
| Wealth Management | -$897K-52.8% | —— | $1.25M+28.4% | $1.97M+425% | -$587K-134% | |
| Other by Business | ||||||
| Capital Markets | $292K-0.7% | $148K+39.6% | $266K-5.7% | $138K+42.3% | $294K+58.1% | |
| Wealth Management | -$2.89M-44.4% | —— | $195K-95.1% | $7.08M+331% | -$2M-138% | |
| Income (Loss) from Continuing Operations before Income Taxes, Noncontrolling Interest by Business | ||||||
| Capital Markets | $35.44M+795% | —— | $12.29M+300% | -$3.86M+82.3% | -$5.1M+23.9% | |
| Wealth Management | $43.55M-35.8% | —— | $62.53M-13.2% | $62.83M-2.2% | $67.86M-10.5% | |
| Other Segment Items by Business | ||||||
| Capital Markets | $41.04M+0.1% | $44.01M+1.8% | $43.61M+2.6% | $46.24M+13.8% | $41.01M+10.3% | |
| Wealth Management | $54.33M-0.3% | $49.65M-0.6% | $48.22M-1.1% | $51.3M+9.7% | $54.47M+16.9% | |
| Interest by Business | ||||||
| Capital Markets | $15.42M+14.6% | $16.01M+36.4% | $14.79M+24.8% | $14.25M+24.9% | $13.45M+213% | |
| Wealth Management | $20.86M-2.9% | —— | $22.38M-8.0% | $21.94M+1.5% | $21.49M+6.4% | |
| Compensation expenses (1) by Business | ||||||
| Capital Markets | $112.64M+29.0% | $86.08M+6.2% | $106.25M+21.2% | $80.61M+10.0% | $87.34M+7.1% | |
| Wealth Management | $155.8M+30.2% | $138.78M-7.4% | $148.98M+18.9% | $132.29M+7.1% | $119.65M+3.5% | |
| Total revenue from contracts with customers by Product | ||||||
| Advisory Fees | $141.72M+10.0% | $166.6M+28.4% | $134.4M+10.5% | $125.63M+7.2% | $128.8M+12.2% | |
| Bank Deposit Sweep Income | $26.12M-13.2% | $27.73M-14.3% | $28.35M-18.7% | $28.65M-17.8% | $30.08M-18.0% | |
| Commissions from sales and trading | $119.52M+16.3% | $113.92M+8.3% | $112.33M+18.4% | $102.43M+15.2% | $102.73M+16.8% | |
| Investment banking - advisory | $63.26M+144% | $42.77M+41.2% | $22.3M-32.0% | $22.49M+83.0% | $25.96M-18.6% | |
| Investment Banking, Capital Markets | $34.46M+59.1% | $54.98M+284% | $55.19M+185% | $21.05M+25.1% | $21.66M+16.2% | |
| Mutual fund and insurance income | $8.82M+8.2% | $8.91M+3.9% | $8.36M+1.5% | $7.59M-6.4% | $8.15M+3.6% | |
| Other | $5.48M-19.1% | $1.38M-74.5% | $9.29M+90.8% | $5.57M-2.2% | $6.77M+43.6% | |
| Revenue by Geography | ||||||
| Americas | $423.04M+19.3% | $451.13M+26.1% | $407.68M+13.1% | $358.81M+13.4% | $354.71M+3.9% | |
| Asia | $701K-8.2% | $532K-52.4% | $669K-28.6% | $628K-13.7% | $764K-19.3% | |
| Europe/Middle East | $21.36M+72.9% | $20.97M+27.2% | $16.09M+35.7% | $13.74M+2.6% | $12.35M+14.6% |
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.
