Oppenheimer Quarterly Balance Sheet
NYSE: OPYFinanceInvestment Bankers/Brokers/ServiceUSD
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At close: Oct 9, 4:00 PM ET · Delayed 15 min
Oppenheimer financial position
As of Jun 30, 2026, Oppenheimer reported total assets of $4.23 billion, up 14.7% from a year earlier against total liabilities of $3.23 billion. Shareholders' equity stood at $983.4 million, or 23.2% of assets. The company held $38.5 million in cash and equivalents.
Summary generated from market data by MetaCap's automated system. Methodology
Oppenheimer balance sheet (quarterly)
| Quarter (USD) | Q2 20262026-06-30 | Q1 20262026-03-31 | Q4 20252025-12-31 | Q3 20252025-09-30 | Q2 20252025-06-30 | Q1 20252025-03-31 | Q4 20242024-12-31 | Q3 20242024-09-30 | Q2 20242024-06-30 | Q1 20242024-03-31 | Q4 20232023-12-31 | Q3 20232023-09-30 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | 38.45M | 34.60M | 38.41M | 38.29M | 37.62M | 36.70M | 33.15M | 32.24M | 33.21M | 27.66M | 28.84M | 30.77M |
| Property, Plant & Equipment | 29.36M | 29.92M | 32.40M | 33.97M | 35.47M | 37.08M | 38.19M | 37.64M | 40.16M | 41.49M | 43.87M | 42.63M |
| Goodwill | 143.61M | 143.61M | 143.61M | 143.61M | 143.61M | 143.61M | 143.61M | 142.16M | 142.16M | 142.16M | 142.16M | 137.89M |
| Intangible Assets | 34.71M | 34.88M | 35.04M | 35.21M | 35.38M | 35.54M | 35.71M | 34.11M | 34.19M | 34.26M | 34.34M | 32.10M |
| Total Assets | 4.23B | 3.82B | 3.72B | 3.82B | 3.69B | 3.57B | 3.38B | 3.37B | 3.26B | 3.25B | 2.87B | 2.98B |
| Long-Term Debt | — | — | — | — | — | — | 0 | 112.82M | 112.77M | 112.71M | 112.66M | 112.60M |
| Total Liabilities | 3.23B | 2.85B | 2.73B | 2.90B | 2.79B | 2.70B | 2.53B | 2.53B | 2.45B | 2.45B | 2.09B | 2.17B |
| Shareholders' Equity | 983.44M | 952.43M | 983.82M | 920.27M | 896.86M | 872.27M | 850.39M | 837.84M | 812.06M | 801.52M | 789.17M | 779.31M |
| Retained Earnings | 950.12M | 924.91M | 947.41M | 887.74M | 867.92M | 848.72M | 819.96M | 811.09M | 788.74M | 780.95M | 756.47M | 750.80M |
| Total Debt | — | — | — | — | — | — | 0 | 112.82M | 112.77M | 112.71M | 112.66M | 112.60M |
| Net Cash (Debt) | 38.45M | 34.60M | 38.41M | 38.29M | 37.62M | 36.70M | 33.15M | -80.58M | -79.55M | -85.05M | -83.82M | -81.83M |
This table shows 12 quarterly periods of Oppenheimer's balance sheet, from Q2 2026 back to Q3 2023, across 11 line items including cash & equivalents, property, plant & equipment, goodwill. Values in USD; B = billions, M = millions. Fiscal periods follow OPY's reporting calendar. What is a balance sheet?