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