Oppenheimer Holdings (OPY) Assets Average (2011 - 2026)
Oppenheimer Holdings (OPY) posted quarterly Assets Average of $4.0 billion for Q2 2026, up 21529.04% year-over-year from N/an in Q2 2025, and up 6.74% on a QoQ basis from $3.8 billion in Q1 2026.
Oppenheimer Holdings (OPY) Assets Average (2011 - 2026) Analysis & Trends
Oppenheimer Holdings has reported Assets Average for 15 years, with the latest figure at $4.0 billion in Q2 2026.
- Assets Average for Q2 2026 came in at $4.0 billion, up 21529.04% year-over-year; the trailing twelve-month figure through Jun 2026 was $4.0 billion (up 21529.04% YoY), and the FY2025 annual result was $3.6 billion, up 13.55% from the prior year.
- Assets Average climbed to $4.0 billion in Q2 2026, from $3.8 billion in the prior quarter.
- Over five years, Assets Average peaked at $4.0 billion in Q2 2026 and troughed at $18.6 million in Q2 2025.
- A 5-year average of $1.7 billion and a median of $1.5 billion in 2022 frame the typical range for Assets Average.
- The widest annual swing landed in 2025, when Assets Average sank 98.86%; it then soared 21529.04% in 2026.
- A 5-year view of Assets Average shows it stood at $1.4 billion in 2022, then advanced by 2.23% to $1.5 billion in 2023, then jumped by 132.13% to $3.4 billion in 2024, then grew by 11.71% to $3.8 billion in 2025, then climbed by 6.7% to $4.0 billion in 2026.
- Per Business Quant data, the three most recent Assets Average figures were $4.0 billion in Q2 2026, $3.8 billion in Q1 2026, and $3.8 billion in Q4 2025.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Assets Avg. (Qtr) |
|---|---|---|---|---|---|
| 1 | Morgan Stanley | 333.21 Bn | 173.07 Bn | - | 1,628.24 Bn |
| 2 | Goldman Sachs | 311.14 Bn | -665.21 Bn | - | 2,093.95 Bn |
| 3 | Schwab Charles | 196.95 Bn | 123.36 Bn | - | 505.29 Bn |
| 4 | Robinhood Markets | 93.19 Bn | 75.81 Bn | 1.20 Bn | 51.01 Bn |
| 5 | Interactive Brokers | 41.71 Bn | -22.59 Bn | - | 233.03 Bn |
| 6 | LPL Financial Holdings | 29.06 Bn | 26.36 Bn | - | 19.31 Bn |
| 7 | Tradeweb Markets | 23.03 Bn | 20.97 Bn | - | 8.27 Bn |
| 8 | Circle Internet | 21.70 Bn | 19.97 Bn | 288.85 Mn | 78.85 Bn |
| 9 | Futu Holdings | 16.14 Bn | 214.18 Mn | 733.58 Mn | 30.33 Bn |
| 10 | Oppenheimer Holdings | 1.24 Bn | -328.02 Mn | - | 4.02 Bn |
Historic Data
Download Data| Date | Value |
|---|---|
| Jun 30, 2026 | 4.02 Bn |
| 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 |