Oppenheimer Holdings (OPY) Cash & Current Investments (2010 - 2026)
Oppenheimer Holdings' (OPY) quarterly Cash & Current Investments came in at $1.6 billion in Q2 2026, up 21.35% year-over-year from $1.3 billion in Q2 2025, and up 20.8% quarter-over-quarter from $1.3 billion in Q1 2026.
Analysis
Oppenheimer Holdings (OPY) Cash & Current Investments (2010 - 2026) Analysis & Trends
Oppenheimer Holdings has disclosed Cash & Current Investments across 17 years of filings, most recently posting $1.6 billion for Q2 2026.
- In Q2 2026, Cash & Current Investments rose 21.35% year-over-year to $1.6 billion; the TTM figure through Jun 2026 stood at $1.6 billion (up 21.35% YoY), while the FY2025 annual figure was $1.3 billion, up 12.95% from the prior year.
- Cash & Current Investments came in at $1.6 billion for Q2 2026 at Oppenheimer Holdings, up from $1.3 billion in the prior quarter.
- In the past five years, Cash & Current Investments ranged from a high of $1.6 billion in Q2 2026 to a low of $611.0 million in Q4 2022.
- Average Cash & Current Investments over 5 years is $1.0 billion, with a median of $1.1 billion recorded in 2024.
- Year-over-year, Cash & Current Investments retreated 27.97% in 2022 and surged 44.91% in 2023.
- Over 5 years, Cash & Current Investments stood at $611.0 million in 2022, then jumped by 34.88% to $824.1 million in 2023, then soared by 38.49% to $1.1 billion in 2024, then advanced by 12.95% to $1.3 billion in 2025, then increased by 21.86% to $1.6 billion in 2026.
- Per Business Quant data, the three most recent Cash & Current Investments figures were $1.6 billion in Q2 2026, $1.3 billion in Q1 2026, and $1.3 billion in Q4 2025.
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Cash & Current Investments (Qtr) |
|---|---|---|---|---|---|
| 1 | Evercore | 10.14 Bn | 8.05 Bn | 975.67 Mn | 2.40 Bn |
| 2 | Jefferies Financial | 9.74 Bn | -5.67 Bn | 3.09 Bn | 15.45 Bn |
| 3 | Houlihan Lokey | 9.07 Bn | 7.99 Bn | - | 1.19 Bn |
| 4 | Cluster Group Holdings | 8.00 Bn | 8.00 Bn | - | - |
| 5 | PJT Partners | 5.75 Bn | 5.81 Bn | 481.98 Mn | 618.54 Mn |
| 6 | Moelis | 5.25 Bn | 5.17 Bn | - | 207.74 Mn |
| 7 | Piper Sandler Companies | 4.88 Bn | 4.77 Bn | - | 304.23 Mn |
| 8 | Lazard | 3.95 Bn | 2.96 Bn | - | 1.10 Bn |
| 9 | BRBI BR Partners | 3.50 Bn | 3.38 Bn | 16.77 Mn | 117.31 Mn |
| 10 | Oppenheimer Holdings | 1.24 Bn | -322.52 Mn | - | 1.57 Bn |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 1.57 Bn |
| Mar 31, 2026 | 1.30 Bn |
| Dec 31, 2025 | 1.29 Bn |
| Sep 30, 2025 | 1.35 Bn |
| Jun 30, 2025 | 1.29 Bn |
| Mar 31, 2025 | 1.25 Bn |
| Dec 31, 2024 | 1.14 Bn |
| Sep 30, 2024 | 1.10 Bn |
| Jun 30, 2024 | 1.08 Bn |
| Mar 31, 2024 | 1.07 Bn |
| Dec 31, 2023 | 824.15 Mn |
| Sep 30, 2023 | 884.72 Mn |
| Jun 30, 2023 | 953.33 Mn |
| Mar 31, 2023 | 792.47 Mn |
| Dec 31, 2022 | 611.03 Mn |
| Sep 30, 2022 | 699.26 Mn |
| Jun 30, 2022 | 657.88 Mn |
| Mar 31, 2022 | 736.50 Mn |
| Dec 31, 2021 | 848.26 Mn |
| Sep 30, 2021 | 702.50 Mn |