Company / Return on Equity (ROE)
OPPENHEIMER HOLDINGS INC Return on Equity (ROE) History
FY2016-FY2025 · Annual data · Source: SEC filings
At a glance
Latest annual filing availableLatest Return on Equity (ROE)
15.1%
FY2025
5-year range
6.4% / 20.1%
FY2021-FY2025
Trend
+79.3%
vs FY2024
Sector context
#100 of 390
Financials
What the data says
At 15.1%, OPPENHEIMER HOLDINGS INC's return on equity (roe) ranks #100 of 390 in the Financials sector. Return on Equity (ROE) has fluctuated over the past 10 years, ranging from 0.4% in FY2017 to 20.1% in FY2023.
Based on SEC 10-K filings.
15.1% in FY2025 with a 5-year CAGR of +10.9%.
Declined from 20.1% to 15.1% over the past 2 years.
Financials sector context is included.
Return on Equity (ROE) over time
Growth rates
- 3-Year Change
- -0.4pp
- 5-Year Change
- +10.9pp
- 10-Year Change
- -
Sector benchmark
#100 of 390 in FinancialsTop 26% of 390This company 15.1% Sector average 17.6%
▼
-14.1% below sector average
Key checks
Key Insights
- In FY2025, return on equity (roe) increased 79.3% year-over-year.
- Currently 2.5pp below the Financials sector average.
- Peak return on equity (roe) was recorded in FY2023.
- Lowest return on equity (roe) 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 Equity (ROE)Value | YoY GrowthYoY |
|---|---|---|
| FY2025 | 15.1% | +79.3% |
| FY2024 | 8.4% | -58.2% |
| FY2023 | 20.1% | +30.1% |
| FY2022 | 15.5% | +140.7% |
| FY2021 | 6.4% | +52.7% |
| FY2020 | 4.2% | -52.9% |
| FY2019 | 8.9% | +68.5% |
| FY2018 | 5.3% | +1332.4% |
| FY2017 | 0.4% | -78.6% |
| FY2016 | 1.7% | +355.3% |
As of FY2025 · SEC 10-K · Updated Jun 30, 2026