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

Oppenheimer Holdings (OPY) posted quarterly Short-term Investments of $1.5 billion for Q2 2026, up 21.92% year-over-year from $1.3 billion in Q2 2025, and up 21.06% on a QoQ basis from $1.3 billion in Q1 2026.

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

Oppenheimer Holdings has reported Short-term Investments for 17 years, with the latest figure at $1.5 billion in Q2 2026.

  • Short-term Investments for Q2 2026 came in at $1.5 billion, up 21.92% year-over-year; the trailing twelve-month figure through Jun 2026 was $1.5 billion (up 21.92% YoY), and the FY2025 annual result was $1.3 billion, up 12.87% from the prior year.
  • Short-term Investments grew to $1.5 billion in Q2 2026, from $1.3 billion in the prior quarter.
  • Over five years, Short-term Investments peaked at $1.5 billion in Q2 2026 and troughed at $498.6 million in Q4 2022.
  • A 5-year average of $995.0 million and a median of $1.0 billion in 2024 frame the typical range for Short-term Investments.
  • The widest annual swing landed in 2022, when Short-term Investments fell 21.42%; it then soared 59.51% in 2023.
  • A 5-year view of Short-term Investments shows it stood at $498.6 million in 2022, then soared by 59.51% to $795.3 million in 2023, then jumped by 39.34% to $1.1 billion in 2024, then rose by 12.87% to $1.3 billion in 2025, then gained 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 Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr)
1 Morgan Stanley 338.83 Bn 205.30 Bn -
2 Goldman Sachs 316.34 Bn -660.01 Bn -
3 Schwab Charles 220.55 Bn 135.80 Bn -
4 Futu Holdings 121.48 Bn 105.59 Bn 733.58 Mn
5 Robinhood Markets 84.07 Bn 66.74 Bn 1.20 Bn
6 Iren 68.17 Bn 65.95 Bn 104.86 Mn
7 ATIF Holdings 45.42 Bn 45.42 Bn -
8 Interactive Brokers 39.54 Bn -3.28 Bn -
9 LPL Financial Holdings 28.27 Bn 25.57 Bn -
10 Oppenheimer Holdings 1.25 Bn -303.46 Mn -

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