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

Oppenheimer Holdings (OPY) posted Assets Average of $3.8 billion for Q1 2026, little changed sequentially from $3.8 billion in Q4 2025, and up 121.61% YoY from $1.7 billion in Q1 2025.

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

Oppenheimer Holdings (OPY) has 15 years of Assets Average data on file, last reported at $3.8 billion in Q1 2026.

  • Quarterly Assets Average rose 121.61% year-over-year to $3.8 billion in Q1 2026, while the trailing twelve-month figure through Mar 2026 was $3.8 billion (up 121.61% YoY) and the FY2025 annual result came in at $3.6 billion, up 13.55% from the prior year.
  • Assets Average was little changed at $3.8 billion in Q1 2026 per OPY's latest filing, from $3.8 billion in the prior quarter.
  • The five-year high for Assets Average was $3.8 billion in Q4 2025, with the low at $32.9 million in Q2 2023.
  • Average Assets Average over 5 years is $1.8 billion, with a median of $1.6 billion recorded in 2022.
  • Year-over-year, Assets Average tumbled 74.73% in 2023 and soared 9842.0% in 2024.
  • Oppenheimer Holdings' Assets Average stood at $1.4 billion in 2022, then climbed by 2.23% to $1.5 billion in 2023, then surged by 132.13% to $3.4 billion in 2024, then increased by 11.71% to $3.8 billion in 2025, then decreased by 0.04% to $3.8 billion in 2026.
  • Business Quant data shows OPY's Assets Average at $3.8 billion in Q1 2026, $3.8 billion in Q4 2025, and $3.8 billion in Q3 2025.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Assets Avg. (Qtr)
1 Morgan Stanley 330.70 Bn 197.17 Bn - 1,500.84 Bn
2 Goldman Sachs 309.79 Bn -627.76 Bn - 1,934.75 Bn
3 Schwab Charles 167.21 Bn 122.24 Bn - 492.16 Bn
4 Futu Holdings 111.36 Bn 109.19 Bn 733.58 Mn 30.33 Bn
5 Robinhood Markets 97.69 Bn 93.05 Bn 960.00 Mn 41.81 Bn
6 LPL Financial Holdings 23.49 Bn 22.47 Bn - 18.66 Bn
7 Tradeweb Markets 21.59 Bn 20.34 Bn - 8.24 Bn
8 Circle Internet 15.14 Bn 13.62 Bn 35.01 Mn 79.62 Bn
9 Iren 14.46 Bn 12.24 Bn 144.76 Mn 7.15 Bn
10 Oppenheimer Holdings 1.19 Bn 1.17 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