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| 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 |