Oppenheimer Holdings OPY
NYSE OPY
$115.36 +1.31 (+1.15%)
At close: Sep 18, 2026 · 4:00 PM EDT

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

Historic Data

Download Data
DateValue
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