Oppenheimer Holdings (OPY) Cash & Current Investments (2010 - 2026)
Oppenheimer Holdings (OPY) recorded Cash & Current Investments of $1.57 billion in Q2 2026, up 21.4% from $1.29 billion a year earlier and up 20.8% from the prior quarter.
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Analysis
Oppenheimer Holdings (OPY) Cash & Current Investments (2010 - 2026) Analysis & Trends
At the end of FY2025, Oppenheimer Holdings reported Cash & Current Investments of $1.29 billion, up 13.0% from FY2024.
- Annual Cash & Current Investments has increased for three straight years, with a five-year compound annual growth rate of 14.8% (FY2020 to FY2025).
- Across earlier years, Cash & Current Investments came in at $1.14 billion in FY2024 (+38.5%), $824.15 million in FY2023 (+34.9%), $611.03 million in FY2022 (-28.0%) and $848.26 million in FY2021 (+31.3%).
- The Q2 2026 figure is the highest quarterly Cash & Current Investments in data going back to Q2 2010.
- On a year-over-year basis, Cash & Current Investments has increased for 14 consecutive quarters, with growth averaging 20.2% over the last eight quarters.
- Peak year-over-year performance for Cash & Current Investments in the last five years was growth of 44.9% in Q2 2023, against a decline of 28.0% in Q4 2022 at the low end.
- Per Business Quant, the preceding three quarters came in at $1.3 billion (Q1 2026), $1.29 billion (Q4 2025) and $1.35 billion (Q3 2025).
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Cash & Current Investments (Qtr) |
|---|---|---|---|---|---|
| 1 | Cme | 109.27 Bn | 97.61 Bn | - | 2.33 Bn |
| 2 | Bank of New York Mellon | 98.55 Bn | 37.92 Bn | - | 16.84 Bn |
| 3 | Intercontinental Exchange | 91.26 Bn | 85.07 Bn | - | 1.95 Bn |
| 4 | Robinhood Markets | 85.47 Bn | 66.56 Bn | - | 5.36 Bn |
| 5 | Nasdaq | 57.27 Bn | 54.71 Bn | 1.48 Bn | 516.00 Mn |
| 6 | State Street | 46.11 Bn | 46.11 Bn | - | - |
| 7 | Interactive Brokers | 36.17 Bn | 29.63 Bn | - | 7.71 Bn |
| 8 | Cboe Global Markets | 35.59 Bn | 27.25 Bn | 731.60 Mn | 2.39 Bn |
| 9 | Northern Trust | 30.73 Bn | 30.73 Bn | - | - |
| 10 | Oppenheimer Holdings | 1.08 Bn | -4.42 Bn | - | 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 |
API Access
Oppenheimer Holdings Cash & Current Investments API
Pull this series into your own models, spreadsheets and apps with the Business Quant
Historical Metrics API. The request below matches the chart above — change the
frequency, period or values and it follows. Swap YOUR_API_KEY for your own key.
https://data.businessquant.com/historic?slug=cash-and-current-investments&ticker=OPY&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "cash-and-current-investments", "ticker": "OPY", "period": "max", "api_key": "YOUR_API_KEY"}
data = requests.get(url, params=params).json()const res = await fetch("https://data.businessquant.com/historic?slug=cash-and-current-investments&ticker=OPY&period=max&api_key=YOUR_API_KEY");
const data = await res.json();