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+43.3% | $591.32M+32.1% | $527.71M+28.8% | $489.6M+28.8% | $458.76M+24.8% | |
| Wealth Management | $1.05B+7.3% | $1.04B+6.5% | $1B+6.4% | $987.97M+7.7% | $976.08M+7.8% | |
| Revenue Not from Contract with Customer by Business | ||||||
| Capital Markets | $110.75M+18.2% | $106.68M+16.8% | $103.12M+16.4% | $99.04M+19.6% | $93.67M+18.1% | |
| Principal transactions, net by Business | ||||||
| Capital Markets | $49.44M+11.2% | $47.33M-7.9% | $48.09M-14.2% | $46.93M-19.2% | $44.44M-28.2% | |
| Other by Business | ||||||
| Capital Markets | $844K+8.3% | $846K+26.1% | $804K-28.3% | $820K-18.2% | $779K-16.2% | |
| Other Segment Items by Business | ||||||
| Capital Markets | $174.9M+4.5% | $174.87M+6.9% | $174.08M+12.1% | $172.99M+17.2% | $167.38M+18.0% | |
| Wealth Management | $203.5M+1.8% | $203.64M+6.0% | $203.95M0.0% | $204.5M-5.8% | $199.96M-13.9% | |
| Interest by Business | ||||||
| Capital Markets | $60.47M+24.8% | $58.5M+48.9% | $54.23M+72.9% | $51.29M+116% | $48.45M+194% | |
| Compensation expenses (1) by Business | ||||||
| Capital Markets | $385.57M+17.1% | $360.28M+11.3% | $355.28M+14.7% | $336.69M+16.3% | $329.37M+16.1% | |
| Wealth Management | $575.85M+11.1% | $539.69M+5.0% | $550.76M+17.1% | $527.06M+16.8% | $518.3M+19.5% | |
| Total revenue from contracts with customers by Product | ||||||
| Advisory Fees | $568.35M+14.3% | $555.44M+14.9% | $518.59M+12.9% | $505.82M+13.5% | $497.39M+15.9% | |
| Bank Deposit Sweep Income | $110.85M-16.1% | $114.81M-17.3% | $119.44M-17.0% | $125.97M-16.8% | $132.16M-17.7% | |
| Commissions from sales and trading | $448.2M+14.4% | $431.4M+14.5% | $422.63M+19.4% | $405.15M+21.0% | $391.66M+19.9% | |
| Investment banking - advisory | $150.82M+48.8% | $113.52M+5.8% | $101.04M+12.6% | $111.54M+48.9% | $101.34M+37.7% | |
| Investment Banking, Capital Markets | $165.67M+129% | $152.87M+121% | $112.21M+74.1% | $76.41M+18.5% | $72.19M+27.4% | |
| Mutual fund and insurance income | $33.68M+1.8% | $33.01M+0.6% | $32.68M+2.0% | $32.56M+1.7% | $33.08M+4.6% | |
| Other | $21.71M-4.5% | $23.01M+11.2% | $27.04M+33.1% | $22.62M+19.0% | $22.74M+32.1% | |
| Revenue by Geography | ||||||
| Americas | $1.64B+18.1% | $1.57B+14.2% | $1.48B+12.7% | $1.43B+14.4% | $1.39B+12.9% | |
| Asia | $2.53M-28.7% | $2.59M-30.5% | $3.18M+0.3% | $3.45M+21.5% | $3.55M+31.6% | |
| Europe/Middle East | $72.15M+33.4% | $63.15M+20.3% | $58.67M+18.7% | $54.43M+9.5% | $54.09M+16.6% |
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.
