Oppenheimer Holdings (OPY) Cash & Current Investments (2010 - 2026)

Oppenheimer Holdings (OPY) posted Cash & Current Investments of $34.6 million for Q1 2026, down 9.9% sequentially from $38.4 million in Q4 2025, and down 5.71% YoY from $36.7 million in Q1 2025.

Oppenheimer Holdings (OPY) Cash & Current Investments (2010 - 2026) Analysis & Trends

Oppenheimer Holdings (OPY) has 17 years of Cash & Current Investments data on file, last reported at $34.6 million in Q1 2026.

  • Quarterly Cash & Current Investments fell 5.71% year-over-year to $34.6 million in Q1 2026, while the trailing twelve-month figure through Mar 2026 was $34.6 million (down 5.71% YoY) and the FY2025 annual result came in at $38.4 million, up 15.85% from the prior year.
  • Cash & Current Investments declined to $34.6 million in Q1 2026 per OPY's latest filing, from $38.4 million in the prior quarter.
  • The five-year high for Cash & Current Investments was $112.4 million in Q4 2022, with the low at $27.7 million in Q1 2024.
  • Average Cash & Current Investments over 5 years is $39.1 million, with a median of $34.6 million recorded in 2026.
  • Year-over-year, Cash & Current Investments surged 66.24% in 2022 and plunged 74.35% in 2023.
  • Oppenheimer Holdings' Cash & Current Investments stood at $112.4 million in 2022, then sank by 74.35% to $28.8 million in 2023, then grew by 14.96% to $33.2 million in 2024, then gained by 15.85% to $38.4 million in 2025, then fell by 9.9% to $34.6 million in 2026.
  • Business Quant data shows OPY's Cash & Current Investments at $34.6 million in Q1 2026, $38.4 million in Q4 2025, and $38.3 million in Q3 2025.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Cash & Current Investments (Qtr)
1 Morgan Stanley 330.70 Bn 197.17 Bn - 133.53 Bn
2 Goldman Sachs 309.79 Bn -627.76 Bn - 937.55 Bn
3 Schwab Charles 167.21 Bn 122.24 Bn - 44.98 Bn
4 Futu Holdings 111.36 Bn 109.19 Bn 733.58 Mn 2.21 Bn
5 Robinhood Markets 97.69 Bn 93.05 Bn 960.00 Mn 5.01 Bn
6 LPL Financial Holdings 23.49 Bn 22.47 Bn - 1.02 Bn
7 Tradeweb Markets 21.59 Bn 20.34 Bn - 1.94 Bn
8 Circle Internet 15.14 Bn 13.62 Bn 35.01 Mn 1.52 Bn
9 Iren 14.46 Bn 12.24 Bn 144.76 Mn 2.21 Bn
10 Oppenheimer Holdings 1.19 Bn 1.17 Bn - 34.60 Mn

Historic Data

Download Data
DateValue
Mar 31, 2026 34.60 Mn
Dec 31, 2025 38.41 Mn
Sep 30, 2025 38.29 Mn
Jun 30, 2025 37.62 Mn
Mar 31, 2025 36.70 Mn
Dec 31, 2024 33.15 Mn
Sep 30, 2024 32.24 Mn
Jun 30, 2024 33.21 Mn
Mar 31, 2024 27.66 Mn
Dec 31, 2023 28.84 Mn
Sep 30, 2023 30.77 Mn
Jun 30, 2023 29.15 Mn
Mar 31, 2023 30.32 Mn
Dec 31, 2022 112.43 Mn
Sep 30, 2022 36.58 Mn
Jun 30, 2022 36.61 Mn
Mar 31, 2022 47.45 Mn
Dec 31, 2021 213.76 Mn
Sep 30, 2021 140.82 Mn
Jun 30, 2021 39.80 Mn