Oppenheimer Holdings (OPY) Long-Term Investments (2010 - 2026)

Oppenheimer Holdings (OPY) posted Long-Term Investments of $106.1 million for Q1 2026, down 2.7% sequentially from $109.1 million in Q4 2025.

Oppenheimer Holdings (OPY) Long-Term Investments (2010 - 2026) Analysis & Trends

Oppenheimer Holdings (OPY) has 17 years of Long-Term Investments data on file, last reported at $106.1 million in Q1 2026.

  • Quarterly Long-Term Investments changed N/A year-over-year to $106.1 million in Q1 2026, while the trailing twelve-month figure through Mar 2026 was $106.1 million (changed N/A YoY) and the FY2025 annual result came in at $109.1 million, up 3964.61% from the prior year.
  • Long-Term Investments retreated to $106.1 million in Q1 2026 per OPY's latest filing, from $109.1 million in the prior quarter.
  • The five-year high for Long-Term Investments was $109.1 million in Q4 2025, with the low at $128000.0 in Q2 2025.
  • Average Long-Term Investments over 5 years is $42.2 million, with a median of $31.8 million recorded in 2022.
  • The widest YoY moves for Long-Term Investments: up 3964.61% in 2025, down 95.28% in 2025.
  • Oppenheimer Holdings' Long-Term Investments stood at $31.8 million in 2022, then slumped by 91.46% to $2.7 million in 2023, then declined by 1.07% to $2.7 million in 2024, then surged by 3964.61% to $109.1 million in 2025, then declined by 2.7% to $106.1 million in 2026.
  • Business Quant data shows OPY's Long-Term Investments at $106.1 million in Q1 2026, $109.1 million in Q4 2025, and $107.7 million in Q3 2025.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Long-Term Investments (Qtr)
1 Morgan Stanley 330.70 Bn 197.17 Bn - -
2 Goldman Sachs 309.79 Bn -627.76 Bn - 25.73 Bn
3 Schwab Charles 167.21 Bn 122.24 Bn - -
4 Futu Holdings 111.36 Bn 109.19 Bn 733.58 Mn 78.39 Mn
5 Robinhood Markets 97.69 Bn 93.05 Bn 960.00 Mn -
6 LPL Financial Holdings 23.49 Bn 22.47 Bn - -
7 Tradeweb Markets 21.59 Bn 20.34 Bn - 296.16 Mn
8 Circle Internet 15.14 Bn 13.62 Bn 35.01 Mn 100.10 Mn
9 Iren 14.46 Bn 12.24 Bn 144.76 Mn 192.00 Mn
10 Oppenheimer Holdings 1.19 Bn 1.17 Bn - 106.14 Mn

Historic Data

Download Data
DateValue
Mar 31, 2026 106.14 Mn
Dec 31, 2025 109.09 Mn
Sep 30, 2025 107.69 Mn
Jun 30, 2025 128,000.00
Dec 31, 2024 2.68 Mn
Sep 30, 2024 98.07 Mn
Jun 30, 2024 2.71 Mn
Mar 31, 2024 2.71 Mn
Dec 31, 2023 2.71 Mn
Jun 30, 2023 31.68 Mn
Mar 31, 2023 31.78 Mn
Dec 31, 2022 31.78 Mn
Jun 30, 2022 31.98 Mn
Mar 31, 2022 31.80 Mn
Dec 31, 2021 31.80 Mn
Jun 30, 2021 31.42 Mn
Mar 31, 2021 31.47 Mn
Dec 31, 2020 30.70 Mn
Jun 30, 2020 29.57 Mn
Mar 31, 2019 104,000.00