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
Download Data
Historic Data
| Date | Value |
|---|---|
| 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 |