Oppenheimer Holdings annual return on equity
2010
2011
2012
2013
2014
2015
2016
2017
2018
2019
2020
2021
2022
2023
2024
2025
Oppenheimer Holdings Return on Equity (ROE) Growth & History (OPY)
Oppenheimer Holdings's return on equity was 16.18% for fiscal 2025.
View full Oppenheimer Holdings company overviewOppenheimer Holdings annual return on equity history
| Fiscal year | Period ended | Return on equity | Change (percentage points) |
|---|---|---|---|
| 2025 | 2025-12-31 | 16.18% | +7.45 pp |
| 2024 | 2024-12-31 | 8.73% | +4.92 pp |
| 2023 | 2023-12-31 | 3.81% | −0.19 pp |
| 2022 | 2022-12-31 | 4.00% | −17.07 pp |
| 2021 | 2021-12-31 | 21.07% | +1.83 pp |
| 2020 | 2020-12-31 | 19.24% | +9.93 pp |
| 2019 | 2019-12-31 | 9.31% | +3.90 pp |
| 2018 | 2018-12-31 | 5.41% | +0.99 pp |
| 2017 | 2017-12-31 | 4.41% | +4.64 pp |
| 2016 | 2016-12-31 | −0.23% | −0.60 pp |
| 2015 | 2015-12-31 | 0.38% | −1.31 pp |
| 2014 | 2014-12-31 | 1.68% | −3.22 pp |
| 2013 | 2013-12-31 | 4.90% | +5.61 pp |
| 2012 | 2012-12-31 | −0.72% | −2.75 pp |
| 2011 | 2011-12-31 | 2.04% | −5.95 pp |
| 2010 | 2010-12-31 | 7.98% | — |
Oppenheimer Holdings quarterly return on equity
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Q2.26
| Fiscal quarter | Period ended | Return on equity | Change (percentage points) |
|---|---|---|---|
| Q2 2026 | 2026-06-30 | 2.83% | +0.38 pp |
| Q1 2026 | 2026-03-31 | −2.13% | −5.68 pp |
| Q4 2025 | 2025-12-31 | 7.81% | +6.54 pp |
| Q3 2025 | 2025-09-30 | 2.39% | −0.58 pp |
| Q2 2025 | 2025-06-30 | 2.45% | +1.18 pp |
| Q1 2025 | 2025-03-31 | 3.56% | +0.28 pp |
| Q4 2024 | 2024-12-31 | 1.27% | −0.14 pp |
| Q3 2024 | 2024-09-30 | 2.97% | +1.20 pp |
| Q2 2024 | 2024-06-30 | 1.27% | +2.46 pp |
| Q1 2024 | 2024-03-31 | 3.28% | +1.44 pp |
| Q4 2023 | 2023-12-31 | 1.42% | −1.45 pp |
| Q3 2023 | 2023-09-30 | 1.77% | +1.19 pp |
| Q2 2023 | 2023-06-30 | −1.18% | −0.70 pp |
| Q1 2023 | 2023-03-31 | 1.83% | +0.70 pp |
| Q4 2022 | 2022-12-31 | 2.86% | −5.01 pp |
| Q3 2022 | 2022-09-30 | 0.58% | −2.85 pp |
| Q2 2022 | 2022-06-30 | −0.49% | −4.72 pp |
| Q1 2022 | 2022-03-31 | 1.13% | −4.37 pp |
| Q4 2021 | 2021-12-31 | 7.87% | −4.72 pp |
| Q3 2021 | 2021-09-30 | 3.44% | +0.87 pp |
| Q2 2021 | 2021-06-30 | 4.23% | +1.26 pp |
| Q1 2021 | 2021-03-31 | 5.50% | +4.18 pp |
| Q4 2020 | 2020-12-31 | 12.59% | +8.20 pp |
| Q3 2020 | 2020-09-30 | 2.57% | +1.87 pp |
| Q2 2020 | 2020-06-30 | 2.97% | +0.76 pp |
| Q1 2020 | 2020-03-31 | 1.33% | −0.71 pp |
| Q4 2019 | 2019-12-31 | 4.39% | +2.87 pp |
| Q3 2019 | 2019-09-30 | 0.70% | −0.24 pp |
| Q2 2019 | 2019-06-30 | 2.21% | +0.56 pp |
| Q1 2019 | 2019-03-31 | 2.04% | +0.76 pp |
| Q4 2018 | 2018-12-31 | 1.52% | −2.61 pp |
| Q3 2018 | 2018-09-30 | 0.94% | −0.61 pp |
| Q2 2018 | 2018-06-30 | 1.66% | +1.92 pp |
| Q1 2018 | 2018-03-31 | 1.27% | +2.23 pp |
| Q4 2017 | 2017-12-31 | 4.12% | +4.47 pp |
| Q3 2017 | 2017-09-30 | 1.55% | +1.69 pp |
| Q2 2017 | 2017-06-30 | −0.26% | −1.28 pp |
| Q1 2017 | 2017-03-31 | −0.96% | −0.21 pp |
| Q4 2016 | 2016-12-31 | −0.35% | +0.25 pp |
| Q3 2016 | 2016-09-30 | −0.14% | +0.03 pp |
| Q2 2016 | 2016-06-30 | 1.01% | +0.96 pp |
| Q1 2016 | 2016-03-31 | −0.75% | −1.83 pp |
| Q4 2015 | 2015-12-31 | −0.60% | −1.11 pp |
| Q3 2015 | 2015-09-30 | −0.17% | −1.02 pp |
| Q2 2015 | 2015-06-30 | 0.06% | +0.35 pp |
| Q1 2015 | 2015-03-31 | 1.08% | +0.47 pp |
| Q4 2014 | 2014-12-31 | 0.51% | −2.07 pp |
| Q3 2014 | 2014-09-30 | 0.85% | −0.18 pp |
| Q2 2014 | 2014-06-30 | −0.30% | −0.86 pp |
| Q1 2014 | 2014-03-31 | 0.62% | −0.11 pp |
| Q4 2013 | 2013-12-31 | 2.58% | +3.31 pp |
| Q3 2013 | 2013-09-30 | 1.03% | +0.57 pp |
| Q2 2013 | 2013-06-30 | 0.56% | +0.08 pp |
| Q1 2013 | 2013-03-31 | 0.73% | +1.65 pp |
| Q4 2012 | 2012-12-31 | −0.74% | −1.41 pp |
| Q3 2012 | 2012-09-30 | 0.46% | +0.04 pp |
| Q2 2012 | 2012-06-30 | 0.48% | +0.54 pp |
| Q1 2012 | 2012-03-31 | −0.92% | — |
| Q4 2011 | 2011-12-31 | 0.68% | — |
| Q3 2011 | 2011-09-30 | 0.42% | — |
| Q2 2011 | 2011-06-30 | −0.06% | — |
Oppenheimer Holdings return on equity trends
Over the last five fiscal years, Oppenheimer Holdings's return on equity decreased from 19.24% to 16.18%, a change of −3.06 percentage points. The latest reported quarter, Q2 2026, shows 2.83%.
About the metric
What return on equity (ROE) means
Return on equity (ROE) measures how much net income a company generates relative to shareholders’ equity. It can help evaluate how efficiently equity capital is used, but unusually high or negative values may reflect leverage, losses, or a small equity base.
Calculation and source
How return on equity is calculated
TickerStat calculates ROE as SEC-reported net income divided by average stockholders’ equity at the beginning and end of the fiscal period. Periods with missing or non-positive average equity are omitted. Quarterly ROE uses quarterly net income and is not annualized. Fiscal periods can differ from calendar years, so exact period-end dates are included.
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