Oppenheimer Holdings (OPY) Liabilities and Shareholders Equity (2010 - 2026)
Oppenheimer Holdings' (OPY) quarterly Liabilities and Shareholders Equity came in at $4.2 billion in Q2 2026, up 14.74% year-over-year from $3.7 billion in Q2 2025, and up 10.89% quarter-over-quarter from $3.8 billion in Q1 2026.
Analysis
Oppenheimer Holdings (OPY) Liabilities and Shareholders Equity (2010 - 2026) Analysis & Trends
Oppenheimer Holdings has disclosed Liabilities and Shareholders Equity across 17 years of filings, most recently posting $4.2 billion for Q2 2026.
- In Q2 2026, Liabilities and Shareholders Equity rose 14.74% year-over-year to $4.2 billion; the TTM figure through Jun 2026 stood at $15.6 billion (up 11.26% YoY), while the FY2025 annual figure was $3.7 billion, up 10.04% from the prior year.
- Liabilities and Shareholders Equity came in at $4.2 billion for Q2 2026 at Oppenheimer Holdings, up from $3.8 billion in the prior quarter.
- In the past five years, Liabilities and Shareholders Equity ranged from a high of $4.2 billion in Q2 2026 to a low of $2.7 billion in Q4 2022.
- Average Liabilities and Shareholders Equity over 5 years is $3.3 billion, with a median of $3.3 billion recorded in 2024.
- Year-over-year, Liabilities and Shareholders Equity declined 10.81% in 2022 and climbed 17.67% in 2024.
- Over 5 years, Liabilities and Shareholders Equity stood at $2.7 billion in 2022, then rose by 5.91% to $2.9 billion in 2023, then rose by 17.67% to $3.4 billion in 2024, then gained by 10.04% to $3.7 billion in 2025, then climbed by 13.66% to $4.2 billion in 2026.
- Per Business Quant data, the three most recent Liabilities and Shareholders Equity figures were $4.2 billion in Q2 2026, $3.8 billion in Q1 2026, and $3.7 billion in Q4 2025.
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Liabilities and Shareholders Equity (Qtr) |
|---|---|---|---|---|---|
| 1 | Evercore | 10.14 Bn | 8.05 Bn | 975.67 Mn | 4.70 Bn |
| 2 | Jefferies Financial | 9.74 Bn | -5.67 Bn | 3.09 Bn | 79.54 Bn |
| 3 | Houlihan Lokey | 9.07 Bn | 7.99 Bn | - | 4.31 Bn |
| 4 | Cluster Group Holdings | 8.00 Bn | 8.00 Bn | - | - |
| 5 | PJT Partners | 5.75 Bn | 5.81 Bn | 481.98 Mn | 1.76 Bn |
| 6 | Moelis | 5.25 Bn | 5.17 Bn | - | 1.41 Bn |
| 7 | Piper Sandler Companies | 4.88 Bn | 4.77 Bn | - | 2.33 Bn |
| 8 | Lazard | 3.95 Bn | 2.96 Bn | - | 4.36 Bn |
| 9 | BRBI BR Partners | 3.50 Bn | 3.38 Bn | 16.77 Mn | 3.65 Bn |
| 10 | Oppenheimer Holdings | 1.24 Bn | -322.52 Mn | - | 4.23 Bn |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 4.23 Bn |
| Mar 31, 2026 | 3.82 Bn |
| Dec 31, 2025 | 3.72 Bn |
| Sep 30, 2025 | 3.82 Bn |
| Jun 30, 2025 | 3.69 Bn |
| Mar 31, 2025 | 3.57 Bn |
| Dec 31, 2024 | 3.38 Bn |
| Sep 30, 2024 | 3.37 Bn |
| Jun 30, 2024 | 3.26 Bn |
| Mar 31, 2024 | 3.25 Bn |
| Dec 31, 2023 | 2.87 Bn |
| Sep 30, 2023 | 2.98 Bn |
| Jun 30, 2023 | 3.09 Bn |
| Mar 31, 2023 | 2.92 Bn |
| Dec 31, 2022 | 2.71 Bn |
| Sep 30, 2022 | 2.86 Bn |
| Jun 30, 2022 | 2.92 Bn |
| Mar 31, 2022 | 3.02 Bn |
| Dec 31, 2021 | 3.04 Bn |
| Sep 30, 2021 | 2.89 Bn |