Oppenheimer Holdings (OPY) Assets Average (2011 - 2026)

Oppenheimer Holdings' (OPY) quarterly Assets Average came in at $3.8 billion in Q1 2026, up 121.61% year-on-year from $1.7 billion in Q1 2025, and little changed quarter-over-quarter from $3.8 billion in Q4 2025.

Oppenheimer Holdings (OPY) Assets Average (2011 - 2026) Analysis & Trends

Oppenheimer Holdings has disclosed Assets Average across 15 years of filings, most recently posting $3.8 billion for Q1 2026.

  • Assets Average for Q1 2026 came in at $3.8 billion, up 121.61% year-over-year; the trailing twelve-month figure through Mar 2026 was $3.8 billion (up 121.61% YoY), and the FY2025 annual result was $3.6 billion, up 13.55% from the prior year.
  • Assets Average came in at $3.8 billion for Q1 2026 at Oppenheimer Holdings, roughly flat from $3.8 billion in the prior quarter.
  • In the past five years, Assets Average ranged from a high of $3.8 billion in Q4 2025 to a low of $32.9 million in Q2 2023.
  • The 5-year median for Assets Average is $1.6 billion (2022), against an average of $1.8 billion.
  • Across the five-year window, Assets Average sank 74.73% in 2023 and surged 9842.0% in 2024, its largest moves.
  • Oppenheimer Holdings' Assets Average stood at $1.4 billion in 2022, then rose by 2.23% to $1.5 billion in 2023, then surged by 132.13% to $3.4 billion in 2024, then advanced by 11.71% to $3.8 billion in 2025, then declined by 0.04% to $3.8 billion in 2026.
  • The last three Assets Average figures came in at $3.8 billion (Q1 2026), $3.8 billion (Q4 2025), and $3.8 billion (Q3 2025), per Business Quant data.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Assets Avg. (Qtr)
1 SOL Strategies 100,773.79 Bn 100,773.79 Bn - -
2 Morgan Stanley 331.35 Bn 197.82 Bn - 1,500.84 Bn
3 Goldman Sachs 317.73 Bn -619.82 Bn - 1,934.75 Bn
4 Schwab Charles 153.74 Bn 108.77 Bn - 492.16 Bn
5 Robinhood Markets 75.98 Bn 71.34 Bn 960.00 Mn 41.81 Bn
6 Interactive Brokers 38.91 Bn 49.50 Bn - 210.99 Bn
7 LPL Financial Holdings 22.76 Bn 21.73 Bn - 18.66 Bn
8 Tradeweb Markets 20.90 Bn 19.65 Bn - 8.24 Bn
9 Circle Internet 20.00 Bn 18.49 Bn 35.01 Mn 79.62 Bn
10 Oppenheimer Holdings 1.05 Bn 1.03 Bn - 3.77 Bn

Historic Data

Download Data
DateValue
Mar 31, 2026 3.77 Bn
Dec 31, 2025 3.77 Bn
Sep 30, 2025 3.75 Bn
Jun 30, 2025 1.85 Bn
Mar 31, 2025 1.70 Bn
Dec 31, 2024 3.38 Bn
Sep 30, 2024 3.31 Bn
Jun 30, 2024 1.63 Bn
Mar 31, 2024 1.44 Bn
Dec 31, 2023 1.45 Bn
Sep 30, 2023 33.34 Mn
Jun 30, 2023 32.85 Mn
Mar 31, 2023 1.37 Bn
Dec 31, 2022 1.42 Bn
Sep 30, 2022 130.00 Mn
Jun 30, 2022 130.00 Mn
Mar 31, 2022 1.59 Bn
Dec 31, 2020 2.66 Bn
Sep 30, 2020 2.49 Bn
Jun 30, 2020 2.25 Bn