Oppenheimer Holdings OPY Business Segments
| FY'25 | FY'24 | FY'23 | FY'22 | ||
|---|---|---|---|---|---|
| Total revenue from contracts with customers by Business | |||||
| Capital Markets | $591.32M+32.1% | $447.58M+29.4% | $345.9M+2.4% | $337.82M-46.0% | |
| Wealth Management | $1.04B+6.5% | $972.05M+9.2% | $890.19M+14.9% | $774.92M— | |
| Revenue Not from Contract with Customer by Business | |||||
| Capital Markets | $106.68M+16.8% | $91.35M+27.5% | $71.63M+89.3% | $37.84M— | |
| Principal transactions, net by Business | |||||
| Capital Markets | $47.33M-7.9% | $51.38M-7.5% | $55.57M+87.7% | $29.61M— | |
| Other by Business | |||||
| Capital Markets | $846K+26.1% | $671K-21.8% | $858K+10.6% | $776K+63.7% | |
| Operating Income (Loss) by Business | |||||
| Capital Markets | $56.17M+242% | -$39.6M+37.1% | -$62.96M— | —— | |
| Wealth Management Segment | $292.07M+9.9% | $265.74M+21.6% | $218.54M— | —— | |
| Other Segment Items by Business | |||||
| Capital Markets | $174.87M+6.9% | $163.56M+17.2% | $139.53M+36.1% | $102.54M— | |
| Wealth Management | $203.64M+6.0% | $192.09M-22.4% | $247.62M+27.0% | $194.99M— | |
| Interest by Business | |||||
| Capital Markets | $58.5M+48.9% | $39.3M+159% | $15.2M+104% | $7.45M— | |
| Compensation expenses (1) by Business | |||||
| Capital Markets | $360.28M+11.3% | $323.61M+20.2% | $269.33M+3.2% | $260.97M— | |
| Wealth Management | $539.69M+5.0% | $514.23M+21.3% | $424.03M+5.5% | $401.93M— | |
| Total revenue from contracts with customers by Product | |||||
| Advisory Fees | $555.44M+14.9% | $483.43M+16.5% | $414.99M-2.5% | $425.62M-5.7% | |
| Bank Deposit Sweep Income | $114.81M-17.3% | $138.77M-19.7% | $172.81M+65.3% | $104.56M+572% | |
| Commissions from sales and trading | $431.4M+14.5% | $376.91M+18.6% | $317.77M-6.3% | $339.18M-7.0% | |
| Investment banking - advisory | $113.52M+5.8% | $107.27M+54.1% | $69.62M-17.8% | $84.7M-56.6% | |
| Investment Banking, Capital Markets | $152.87M+121% | $69.18M+44.0% | $48.04M+12.2% | $42.83M-82.2% | |
| Mutual fund and insurance income | $33.01M+0.6% | $32.8M+4.2% | $31.48M+0.9% | $31.21M-15.1% | |
| Other | $23.01M+11.2% | $20.69M+21.0% | $17.1M-10.3% | $19.07M+30.3% | |
| Revenue by Geography | |||||
| Americas | $1.57B+14.2% | $1.38B+14.7% | $1.2B+13.4% | $1.06B-20.8% | |
| Asia | $2.59M-30.5% | $3.73M+34.3% | $2.78M-51.0% | $5.67M-0.6% | |
| Europe/Middle East | $63.15M+20.3% | $52.51M+13.0% | $46.49M-1.3% | $47.08M-8.9% |
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.
