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Revenue by Segment
Breaks revenue into business lines such as investment banking, trading, wealth management, and asset management so you can see which areas drive growth and profitability. A heavy reliance on volatile segments versus stable fee businesses highlights different risk and growth profiles.Advisory fees and commissions have become Oppenheimer’s steady growth engine—both accelerating through 2024–25—while investment banking, after a sharp 2022 trough, staged a pronounced rebound in late‑2024/2025, turning a volatile stream into material upside when deal flow returns. Rising interest income shows the balance sheet is benefiting from higher rates even as bank‑deposit sweep income normalizes from its 2022–23 peak. Net principal trading is steady but variable. The portfolio mix is shifting toward recurring fees, lowering cyclicality overall, though investment-banking momentum remains the primary swing risk/reward.
Date | Other | Investment Banking | Commissions | Advisory Fees | Bank Deposit Sweep Income | Interest | Principal Transactions, Net |
|---|---|---|---|---|---|---|---|
Jun 30, 2026 | $16.95M | $84.33M | $127.54M | $145.56M | $24.95M | $39.29M | $16.24M |
Mar 31, 2026 | $2.88M | $97.72M | $128.34M | $141.72M | $26.12M | $37.53M | $10.79M |
Dec 31, 2025 | $6.17M | $97.75M | $122.83M | $166.60M | $27.73M | $39.74M | $11.80M |
Sep 30, 2025 | $9.75M | $77.49M | $120.68M | $134.40M | $28.35M | $38.86M | $14.90M |
Jun 30, 2025 | $12.79M | $43.53M | $110.03M | $125.63M | $28.65M | $38.02M | $14.53M |
Mar 31, 2025 | $5.10M | $47.62M | $110.88M | $128.80M | $30.07M | $36.37M | $8.97M |
Dec 31, 2024 | $7.02M | $44.61M | $113.73M | $129.76M | $32.36M | $35.93M | $12.01M |
Sep 30, 2024 | $9.18M | $52.19M | $103.08M | $121.63M | $34.88M | $38.03M | $14.36M |
Jun 30, 2024 | $7.49M | $29.12M | $97.06M | $117.20M | $34.85M | $34.80M | $10.07M |
Mar 31, 2024 | $10.22M | $50.54M | $95.85M | $114.85M | $36.69M | $26.77M | $18.23M |