Oppenheimer Holdings OPY
NYSE OPY
$115.36 +1.31 (+1.15%)
At close: Sep 18, 2026 · 4:00 PM EDT

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

Oppenheimer Holdings' (OPY) quarterly Long-Term Investments came in at $115.9 million in Q2 2026, up 11.37% year-over-year from $104.0 million in Q2 2025, and up 9.17% quarter-over-quarter from $106.1 million in Q1 2026.

Analysis

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

Oppenheimer Holdings has disclosed Long-Term Investments across 17 years of filings, most recently posting $115.9 million for Q2 2026.

  • In Q2 2026, Long-Term Investments rose 11.37% year-over-year to $115.9 million; the TTM figure through Jun 2026 stood at $115.9 million (up 11.37% YoY), while the FY2025 annual figure was $109.1 million, up 10.39% from the prior year.
  • Long-Term Investments came in at $115.9 million for Q2 2026 at Oppenheimer Holdings, up from $106.1 million in the prior quarter.
  • In the past five years, Long-Term Investments ranged from a high of $115.9 million in Q2 2026 to a low of $31.7 million in Q2 2023.
  • Average Long-Term Investments over 5 years is $79.7 million, with a median of $96.1 million recorded in 2024.
  • Year-over-year, Long-Term Investments slipped 0.92% in 2023 and soared 199.73% in 2024.
  • Over 5 years, Long-Term Investments stood at $31.8 million in 2022, then soared by 180.05% to $89.0 million in 2023, then climbed by 11.06% to $98.8 million in 2024, then advanced by 10.39% to $109.1 million in 2025, then gained by 6.21% to $115.9 million in 2026.
  • Per Business Quant data, the three most recent Long-Term Investments figures were $115.9 million in Q2 2026, $106.1 million in Q1 2026, and $109.1 million in Q4 2025.
Peer Set

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Long-Term Investments (Qtr)
1 Evercore 10.14 Bn 8.05 Bn 975.67 Mn 16.37 Mn
2 Jefferies Financial 9.74 Bn -5.67 Bn 3.09 Bn 1.56 Bn
3 Houlihan Lokey 9.07 Bn 7.99 Bn - -
4 Cluster Group Holdings 8.00 Bn 8.00 Bn - -
5 PJT Partners 5.75 Bn 5.81 Bn 481.98 Mn 299.25 Mn
6 Moelis 5.25 Bn 5.17 Bn - 301.48 Mn
7 Piper Sandler Companies 4.88 Bn 4.77 Bn - 307.24 Mn
8 Lazard 3.95 Bn 2.96 Bn - 540.63 Mn
9 BRBI BR Partners 3.50 Bn 3.38 Bn 16.77 Mn 137.53 Mn
10 Oppenheimer Holdings 1.24 Bn -322.52 Mn - 115.87 Mn
Historic Data

Historic Data

Download Data
DateValue
Jun 30, 2026 115.87 Mn
Mar 31, 2026 106.14 Mn
Dec 31, 2025 109.09 Mn
Sep 30, 2025 107.69 Mn
Jun 30, 2025 104.05 Mn
Mar 31, 2025 96.99 Mn
Dec 31, 2024 98.83 Mn
Sep 30, 2024 98.07 Mn
Jun 30, 2024 94.65 Mn
Mar 31, 2024 95.24 Mn
Dec 31, 2023 88.99 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