Oppenheimer Holdings (OPY) Assets Average (2011 - 2026)
Oppenheimer Holdings' (OPY) quarterly Assets Average came in at $4.0 billion in Q2 2026, up 10.83% year-over-year from $3.6 billion in Q2 2025, and up 6.74% quarter-over-quarter from $3.8 billion in Q1 2026.
Analysis
Oppenheimer Holdings (OPY) Assets Average (2011 - 2026) Analysis & Trends
Oppenheimer Holdings has disclosed Assets Average across 16 years of filings, most recently posting $4.0 billion for Q2 2026.
- In Q2 2026, Assets Average rose 10.83% year-over-year to $4.0 billion; the TTM figure through Jun 2026 stood at $4.0 billion (up 10.83% YoY), while the FY2025 annual figure was $3.6 billion, up 13.55% from the prior year.
- Assets Average came in at $4.0 billion for Q2 2026 at Oppenheimer Holdings, up from $3.8 billion in the prior quarter.
- In the past five years, Assets Average ranged from a high of $4.0 billion in Q2 2026 to a low of $2.8 billion in Q4 2022.
- Average Assets Average over 5 years is $3.3 billion, with a median of $3.2 billion recorded in 2024.
- Year-over-year, Assets Average declined 7.06% in 2023 and gained 15.38% in 2024.
- Over 5 years, Assets Average stood at $2.8 billion in 2022, then grew by 5.02% to $2.9 billion in 2023, then advanced by 15.38% to $3.4 billion in 2024, then advanced by 11.71% to $3.8 billion in 2025, then gained 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 Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Assets Avg. (Qtr) |
|---|---|---|---|---|---|
| 1 | Evercore | 10.14 Bn | 8.05 Bn | 975.67 Mn | 4.51 Bn |
| 2 | Jefferies Financial | 9.74 Bn | -5.67 Bn | 3.09 Bn | 76.96 Bn |
| 3 | Houlihan Lokey | 9.07 Bn | 7.99 Bn | - | 4.12 Bn |
| 4 | Cluster Group Holdings | 8.00 Bn | 8.00 Bn | - | - |
| 5 | PJT Partners | 5.75 Bn | 5.81 Bn | 481.98 Mn | 1.66 Bn |
| 6 | Moelis | 5.25 Bn | 5.17 Bn | - | 1.35 Bn |
| 7 | Piper Sandler Companies | 4.88 Bn | 4.77 Bn | - | 2.23 Bn |
| 8 | Lazard | 3.95 Bn | 2.96 Bn | - | 4.30 Bn |
| 9 | BRBI BR Partners | 3.50 Bn | 3.38 Bn | 16.77 Mn | 3.55 Bn |
| 10 | Oppenheimer Holdings | 1.24 Bn | -322.52 Mn | - | 4.02 Bn |
Historic Data
Download Data
Historic 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 | 3.63 Bn |
| Mar 31, 2025 | 3.48 Bn |
| Dec 31, 2024 | 3.38 Bn |
| Sep 30, 2024 | 3.31 Bn |
| Jun 30, 2024 | 3.26 Bn |
| Mar 31, 2024 | 3.06 Bn |
| Dec 31, 2023 | 2.93 Bn |
| Sep 30, 2023 | 3.03 Bn |
| Jun 30, 2023 | 3.01 Bn |
| Mar 31, 2023 | 2.82 Bn |
| Dec 31, 2022 | 2.79 Bn |
| Sep 30, 2022 | 2.89 Bn |
| Jun 30, 2022 | 2.97 Bn |
| Mar 31, 2022 | 3.03 Bn |
| Dec 31, 2021 | 2.97 Bn |
| Sep 30, 2021 | 2.80 Bn |