Company / Return on Assets (ROA)
OPPENHEIMER HOLDINGS INC Return on Assets (ROA) History
FY2016-FY2025 · Annual data · Source: SEC filings
At a glance
Latest annual filing availableLatest Return on Assets (ROA)
4.0%
FY2025
5-year range
1.7% / 5.5%
FY2021-FY2025
Trend
+88.2%
vs FY2024
Sector context
#97 of 402
Financials
What the data says
OPPENHEIMER HOLDINGS INC's return on assets (roa) of 4.0% is higher than 76% of companies in the Financials sector (FY2025). Return on Assets (ROA) has fluctuated over the past 10 years, ranging from 0.1% in FY2017 to 5.5% in FY2023.
Based on SEC 10-K filings.
4.0% in FY2025 with a 5-year CAGR of +2.9%. Top quartile in the Financials sector.
Declined from 5.5% to 4.0% over the past 2 years.
Financials sector context is included.
Return on Assets (ROA) over time
Growth rates
- 3-Year Change
- -0.5pp
- 5-Year Change
- +2.9pp
- 10-Year Change
- -
Sector benchmark
+44.6% above sector average
Key checks
Key Insights
- In FY2025, return on assets (roa) increased 88.2% year-over-year.
- Currently 1.2pp above the Financials sector average.
- Peak return on assets (roa) was recorded in FY2023.
- Lowest return on assets (roa) in the period was in FY2017.
Company context
Key Data Points
- Altman Z-Score 0.98 (distress zone, below 1.8 threshold)
Data sourced from SEC EDGAR filings. Not investment advice.
Annual data
| Year | Return on Assets (ROA)Value | YoY GrowthYoY |
|---|---|---|
| FY2025 | 4.0% | +88.2% |
| FY2024 | 2.1% | -61.7% |
| FY2023 | 5.5% | +22.1% |
| FY2022 | 4.5% | +160.3% |
| FY2021 | 1.7% | +64.2% |
| FY2020 | 1.1% | -50.7% |
| FY2019 | 2.1% | +66.7% |
| FY2018 | 1.3% | +1512.5% |
| FY2017 | 0.1% | -79.5% |
| FY2016 | 0.4% | +457.1% |
As of FY2025 · SEC 10-K · Updated Jun 30, 2026