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| Date | Value |
|---|---|
| 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 |