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

Oppenheimer Holdings (OPY) Short-term Investments (2010 - 2026)

Oppenheimer Holdings' (OPY) quarterly Short-term Investments came in at $1.5 billion in Q2 2026, up 21.92% year-over-year from $1.3 billion in Q2 2025, and up 21.06% quarter-over-quarter from $1.3 billion in Q1 2026.

Analysis

Oppenheimer Holdings (OPY) Short-term Investments (2010 - 2026) Analysis & Trends

Oppenheimer Holdings has disclosed Short-term Investments across 17 years of filings, most recently posting $1.5 billion for Q2 2026.

  • In Q2 2026, Short-term Investments rose 21.92% year-over-year to $1.5 billion; the TTM figure through Jun 2026 stood at $1.5 billion (up 21.92% YoY), while the FY2025 annual figure was $1.3 billion, up 12.87% from the prior year.
  • Short-term Investments came in at $1.5 billion for Q2 2026 at Oppenheimer Holdings, up from $1.3 billion in the prior quarter.
  • In the past five years, Short-term Investments ranged from a high of $1.5 billion in Q2 2026 to a low of $498.6 million in Q4 2022.
  • Average Short-term Investments over 5 years is $995.0 million, with a median of $1.0 billion recorded in 2024.
  • Year-over-year, Short-term Investments retreated 21.42% in 2022 and jumped 59.51% in 2023.
  • Over 5 years, Short-term Investments stood at $498.6 million in 2022, then jumped by 59.51% to $795.3 million in 2023, then surged by 39.34% to $1.1 billion in 2024, then grew by 12.87% to $1.3 billion in 2025, then increased by 22.53% to $1.5 billion in 2026.
  • Per Business Quant data, the three most recent Short-term Investments figures were $1.5 billion in Q2 2026, $1.3 billion in Q1 2026, and $1.3 billion in Q4 2025.
Peer Set

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr)
1 Evercore 10.14 Bn 8.05 Bn 975.67 Mn
2 Jefferies Financial 9.74 Bn -5.67 Bn 3.09 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
6 Moelis 5.25 Bn 5.17 Bn -
7 Piper Sandler Companies 4.88 Bn 4.77 Bn -
8 Lazard 3.95 Bn 2.96 Bn -
9 BRBI BR Partners 3.50 Bn 3.38 Bn 16.77 Mn
10 Oppenheimer Holdings 1.24 Bn -322.52 Mn -
Historic Data

Historic Data

Download Data
DateValue
Jun 30, 2026 1.53 Bn
Mar 31, 2026 1.27 Bn
Dec 31, 2025 1.25 Bn
Sep 30, 2025 1.32 Bn
Jun 30, 2025 1.26 Bn
Mar 31, 2025 1.22 Bn
Dec 31, 2024 1.11 Bn
Sep 30, 2024 1.07 Bn
Jun 30, 2024 1.04 Bn
Mar 31, 2024 1.04 Bn
Dec 31, 2023 795.31 Mn
Sep 30, 2023 853.95 Mn
Jun 30, 2023 924.18 Mn
Mar 31, 2023 762.15 Mn
Dec 31, 2022 498.59 Mn
Sep 30, 2022 662.68 Mn
Jun 30, 2022 621.27 Mn
Mar 31, 2022 689.05 Mn
Dec 31, 2021 634.50 Mn
Sep 30, 2021 561.68 Mn