Oppenheimer Holdings Inc.

Oppenheimer Holdings Inc.

OPYยทNYSE

$95.09

-0.81%
Financial ServicesFinancial - Capital Markets

Oppenheimer Holdings Inc., through its subsidiaries, operates as a middle-market investment bank and full-service broker-dealer in the Americas, Europe, the Middle East, and Asia. The company offers brokerage services covering exchange-traded and over-the-counter corporate equity and debt securities, money market instruments, exchange-traded options and futures contracts, municipal bonds, mutual funds, exchange-traded funds, and unit investment trusts; financial and wealth planning services; and margin lending services. It also provides asset management services, including separately managed accounts, mutual fund managed accounts, discretionary portfolio management programs, non-discretionary investment advisory and consultation services, alternative investments, portfolio enhancement programs, and institutional taxable fixed income portfolio management strategies and solutions, as well as taxable and non-taxable fixed income portfolios and strategies. In addition, the company offers investment banking services, such as strategic advisory services and capital markets products; merger and acquisition, equities capital market, and debt capital market products and services; and institutional equity sales and trading, equity research, equity derivatives and index options, convertible bonds, and trading services. Further, it provides institutional fixed income sales and trading, fixed income research, public finance, and municipal trading services; repurchase agreements and securities lending services; and proprietary trading and investment activities. Additionally, the company offers underwritings, market-making, trust, and discount services. It serves high-net-worth individuals and families, corporate executives, public and private businesses, institutions and corporations, governments, financial sponsors, and domestic and international investors. Oppenheimer Holdings Inc. was founded in 1881 and is headquartered in New York, New York.

At a Glance

Live Snapshot
Market Cap$1.01B
EPS14.1300
P/E Ratio5.12
Earnings Date07/31/2026
3Y+37.0%
5Y+37.0%
10Y+66.0%
3Y+44.0%
5Y+34.0%
10Y+58.0%
3Y+22.0%
5Y+45.0%
10Y+94.0%
opy

Oppenheimer Holdings Inc. Funding & Solvency Profile

OPY ยท NYSE
Cash & Cash Equivalents38.41M
Net Receivables1.73B
Inventory0.00
Other Current Assets1.18B
Total Current Assets3 B
Property, Plant & Equipment151.51M
Goodwill & Intangible Assets178.65M
Long-Term Investments71.30M
Other Non-Current Assets261.02M
Total Non-Current Assets484 M
Total Assets
3.72B

Financial Health Analysis

Current Ratio

5.99x

Excellent liquidity position. The company can easily cover its short-term obligations with substantial cushion.

Debt-to-Equity Ratio

2.73x

High financial leverage. Heavy reliance on debt may indicate increased financial risk and potential solvency concerns.

Working Capital

3 B

Strong working capital position provides significant operational flexibility and financial cushion.

Asset Composition

82% Current

Asset-light business model with high liquidity. Majority of assets are easily convertible to cash.

Financial Health Insight

Mixed signals: Strong short-term liquidity provides comfort, but high overall leverage requires careful monitoring of debt servicing capabilities and refinancing risk.

Oppenheimer Holdings Inc. Balance Sheet

OPY โ€ข NYSE

Oppenheimer Holdings Inc. Balance SheetDec 2025Dec 2024Dec 2023Dec 2022Dec 2021Dec 2020Dec 2019Dec 2018Dec 2017Dec 2016Dec 2015Dec 2014Dec 2013Dec 2012Dec 2011Dec 2010Dec 2009Dec 2008Dec 2007Dec 2006
ASSETS
CURRENT ASSETS
38.4M
33.2M
28.8M
112.4M
213.8M
35.4M
79.6M
90.7M
48.2M
64.9M
63.4M
63.8M
98.3M
135.4M
106.1M
76.1M
94.7M
61M
111.7M
68.6M
38.4M
33.2M
28.8M
112.4M
213.8M
35.4M
79.6M
90.7M
48.2M
64.9M
63.4M
63.8M
98.3M
135.4M
106.1M
76.1M
94.7M
61M
111.7M
68.6M
1.7B
1.6B
1.4B
1.5B
1.4B
1.4B
1B
779.1M
903M
1.1B
1.3B
1.2B
1.2B
1.3B
1.1B
1.3B
1.3B
951M
0.0
1.7B
1.4B
1.3B
1.1B
1.2B
1.2B
1.1B
796.9M
720.8M
848.2M
847.4M
840.4M
864.2M
868.9M
817.9M
837.8M
1.2B
1.2B
938.4M
1.6B
0.0
319.4M
310.9M
354.5M
263.6M
223.9M
249.7M
212.1M
58.3M
54.7M
60.8M
141.1M
72.3M
90.7M
114.1M
70.8M
59.8M
61.4M
12.6M
0.0
1.7B
0.0
0.0
0.0
0.0
0.0
0.0
1.1B
0.0
1.2B
1.2B
0.0
0.0
0.0
0.0
0.0
0.0
0.0
0.0
0.0
0.0
107.6M
98.9M
78.7M
77.7M
67M
83.3M
48.4M
67.7M
42.2M
38.2M
49.5M
36.5M
23.7M
26M
35.8M
0.0
0.0
0.0
0.0
0.0
1.2B
1B
689.4M
201.3M
394.2M
0.0
-1.2B
0.0
0.0
0.0
0.0
0.0
0.0
0.0
0.0
0.0
0.0
0.0
0.0
0.0
3.1B
2.7B
2.2B
1.9B
2.1B
1.5B
1B
982.6M
1B
1.1B
1.2B
1.1B
1.2B
1.2B
1.3B
1.4B
1.4B
1.1B
783.9M
1.7B
NON-CURRENT ASSETS
151.5M
172M
184.4M
179.4M
178.2M
181.3M
191.7M
29M
27.2M
27.2M
28.3M
29.6M
32.9M
28.3M
17M
22.9M
22.4M
27.2M
18.3M
16.5M
143.6M
143.6M
142.2M
137.9M
137.9M
137.9M
137.9M
137.9M
137.9M
137.9M
137.9M
137.9M
137.9M
137.9M
137.9M
132.5M
132.5M
132.5M
0.0
0.0
35M
35.7M
34.3M
32.1M
32.1M
32.1M
32.1M
32.1M
31.7M
31.7M
59.9M
61.8M
60.6M
31.7M
35.6M
41M
45.3M
50.1M
0.0
1.7B
178.6M
179.3M
176.5M
170M
170M
170M
170M
170M
169.6M
169.6M
197.8M
199.7M
198.5M
169.6M
173.5M
173.5M
177.8M
182.6M
165.4M
166.1M
71.3M
92.6M
111.8M
322.9M
369M
610.5M
799.7M
837.9M
927.3M
731.1M
941.9M
1.1B
1B
759.7M
180.2M
0.0
0.0
205.3M
171.2M
177.7M
0.0
0.0
0.0
0.0
0.0
0.0
99.6M
14.1M
132.4M
154.1M
224.7M
242.2M
274.1M
16.3M
10.3M
0.0
0.0
4.5M
12.6M
4.9M
261M
211.4M
190.8M
184.4M
205.8M
272.9M
166.3M
206.8M
145.3M
102.5M
106.9M
107.4M
165.1M
529.9M
-190.5M
-196.3M
-200.1M
-209.8M
-183.7M
-182.6M
662.5M
655.3M
663.5M
856.7M
923M
1.2B
1.4B
1.3B
1.4B
1.2B
1.5B
1.7B
1.7B
1.5B
190.5M
196.3M
200.1M
209.8M
183.7M
182.6M
0.0
0.0
0.0
0.0
0.0
0.0
0.0
0.0
0.0
0.0
0.0
0.0
0.0
0.0
2B
1.1B
624.1M
266.9M
1.2B
233.3M
3.7B
3.4B
2.9B
2.7B
3B
2.7B
2.5B
2.2B
2.4B
2.2B
2.7B
2.8B
3B
2.7B
3.5B
2.6B
2.2B
1.5B
2.1B
2.2B
LIABILITIES
CURRENT LIABILITIES
510.6M
445.9M
529M
792M
725M
567.7M
666.1M
583M
552M
627.2M
785.4M
948.3M
879M
943.1M
733.2M
1.1B
1.1B
732.5M
1.3B
1.4B
73.6M
65.8M
82.8M
102.2M
76.7M
44.8M
44.7M
87.6M
92.5M
96.6M
108.6M
141.4M
192.6M
180.3M
184.7M
635.2M
586.1M
271.7M
1.3B
0.0
437M
380.1M
446.2M
689.8M
648.3M
522.9M
621.4M
495.4M
459.5M
530.7M
676.7M
806.9M
686.5M
762.8M
-184.7M
-635.2M
-586.1M
460.9M
-1.3B
1.7B
0.0
0.0
0.0
0.0
0.0
0.0
0.0
0.0
0.0
0.0
0.0
0.0
0.0
0.0
144.3M
175.9M
202.5M
179.6M
153.8M
0.0
0.0
0.0
0.0
0.0
0.0
0.0
0.0
16.3M
42.4M
39.2M
48M
0.0
0.0
56.6M
27.5M
147M
0.0
6.5M
29M
142.4M
0.0
4M
0.0
4.1M
13.5M
9.7M
0.0
0.0
0.0
0.0
0.0
0.0
0.0
0.0
0.0
0.0
0.0
0.0
11M
13.2M
0.0
0.0
0.0
0.0
0.0
0.0
-352.7M
0.0
0.0
491.5M
0.0
0.0
0.0
0.0
0.0
0.0
0.0
0.0
0.0
0.0
0.0
0.0
0.0
0.0
0.0
0.0
352.7M
-400.2M
-395.6M
-521.4M
-684.3M
-783.1M
-698.9M
-56.6M
-171.8M
-1.4B
-1.3B
-918.7M
-1.5B
-1.5B
510.6M
445.9M
529M
792M
725M
567.7M
666.1M
583M
552M
627.2M
841.5M
948.3M
879M
943.1M
547.8M
782.2M
586.1M
686.5M
85.9M
137.1M
NON-CURRENT LIABILITIES
473.5M
514.3M
410.3M
450.7M
448.8M
470.4M
409.6M
715.3M
918.1M
687.4M
909.3M
223.7M
332M
726.4M
195M
100M
100M
147.7M
66.3M
133.7M
0.0
0.0
0.0
0.0
0.0
249.5M
234.3M
146.8M
180.3M
179.9M
130.7M
137.9M
211.6M
190.4M
0.0
0.0
0.0
0.0
0.0
0.0
47.1M
41.9M
38.4M
32.2M
44M
44.9M
23.7M
14.1M
11.1M
13.1M
16.7M
13.1M
7.1M
150.4M
10.3M
16.3M
0.0
4.5M
0.0
0.0
1.5B
1.4B
924.7M
436.5M
680.4M
502.4M
0.0
651.5M
632M
215.9M
269.8M
930.8M
296.3M
313.1M
0.0
-116.3M
-100M
-152.2M
-78.9M
-133.7M
2.2B
2.1B
1.6B
1.1B
1.4B
1.5B
1.2B
1.1B
1.4B
1.1B
1.3B
1.3B
1.5B
1.2B
205.3M
116.3M
132.5M
204.8M
83.3M
139M
0.0
0.0
0.0
0.0
0.0
0.0
0.0
0.0
0.0
0.0
0.0
0.0
0.0
0.0
2.3B
1.2B
1B
212.6M
1.5B
1.5B
154.9M
173.3M
183.3M
182.6M
192M
193.4M
203.1M
0.0
0.0
0.0
0.0
0.0
0.0
0.0
0.0
0.0
0.0
0.0
0.0
0.0
2.7B
2.5B
2.1B
1.9B
2.1B
2B
1.9B
1.7B
1.9B
1.7B
2.2B
2.3B
2.4B
2.2B
3B
2.1B
1.8B
1.1B
1.7B
1.8B
SHAREHOLDERS' EQUITY
0.0
0.0
0.0
0.0
0.0
0.0
0.0
450M
426.9M
410.3M
0.0
0.0
0.0
0.0
0.0
0.0
0.0
0.0
0.0
0.0
10K
10K
10K
11K
13K
39.3M
46.6M
53.4M
58.5M
59.4M
57.5M
62.4M
60.2M
62.2M
62.7M
51.9M
47.8M
43.7M
53.1M
41.2M
32.7M
29.7M
31.8M
28.6M
78M
41.5M
47.4M
41.8M
36.5M
41.8M
44.4M
45.1M
42.4M
39.2M
36.8M
47.8M
42M
34.9M
16.8M
11.7M
947.4M
820M
756.5M
764.2M
740.9M
601.4M
497M
450M
426.9M
410.3M
417M
421M
418.2M
399.1M
408.7M
394.6M
362.2M
348.5M
375.1M
306.2M
3.7M
691K
914K
1.4M
4.2M
3.4M
1.8M
165K
1.6M
-681K
-901K
-918K
1.7M
207K
-208K
207K
-543K
-1.3M
-971K
0.0
983.8M
850.4M
789.2M
794.2M
823.2M
685.7M
592.7M
545.3M
523.6M
510.7M
518.1M
527.6M
522.5M
500.7M
508.1M
494.6M
451.4M
425.7M
444M
359M
997M
850.4M
789.2M
820.4M
953M
685.7M
592.7M
1.2B
523.9M
513.3M
525.1M
533.7M
527.9M
505M
513.4M
497.6M
451.4M
425.7M
444M
359M
13.2M
0.0
73K
26.2M
129.8M
0.0
560.4M
624M
361K
2.6M
7M
6.1M
5.4M
4.3M
5.3M
3M
0.0
0.0
0.0
0.0
SUMMARY
3.7B
3.4B
2.9B
2.7B
3B
2.7B
2.5B
2.2B
2.4B
2.2B
2.7B
2.8B
3B
2.7B
3.5B
2.6B
2.2B
1.5B
2.1B
2.2B
71.3M
92.6M
111.8M
322.9M
369M
610.5M
799.7M
837.9M
927.3M
731.1M
941.9M
1.1B
1B
759.7M
180.2M
0.0
0.0
205.3M
171.2M
177.7M
628.5M
687.6M
593.6M
633.2M
640.8M
663.7M
659.2M
731.6M
960.5M
726.6M
957.3M
946.5M
1.1B
783M
222.5M
247M
132.5M
206.7M
169.3M
276.1M
590.1M
654.4M
564.7M
520.8M
427M
628.3M
579.7M
640.9M
912.3M
661.7M
893.9M
882.7M
1B
647.7M
116.4M
170.9M
37.8M
145.7M
57.6M
207.5M
10,420,884
10,420,884
10,420,884
10,420,884
10,420,884
10,420,884
10,420,884
10,420,884
10,420,884
10,420,884
10,420,884
10,420,884
10,420,884
10,420,884
10,420,884
10,420,884
10,420,884
10,420,884
10,420,884
10,420,884

SEC Filings

OPY - Filing history and reports

Filing TypeFiling DatePeriod EndingFiscal YearActions
8-K

8-K 2026

N/A

May 05, 2026
May 04, 2026
2026
8-K

8-K 2026

N/A

May 04, 2026
May 04, 2026
2026
8-K

8-K 2026

N/A

May 01, 2026
May 01, 2026
2026
10-Q

10-Q 2026 Q1

Q1

May 01, 2026
March 31, 2026
2026
8-K

8-K 2026

N/A

April 27, 2026
April 24, 2026
2026
DEF 14A

DEF 14A 2026

N/A

March 13, 2026
May 04, 2026
2026
10-K

10-K 2025 FY

FY

February 26, 2026
December 31, 2025
2025
8-K

8-K 2026

N/A

February 02, 2026
February 02, 2026
2026
8-K

8-K 2026

N/A

January 30, 2026
January 30, 2026
2026
8-K

8-K 2025

N/A

December 12, 2025
December 11, 2025
2025
Showing 1 to 10 of 352 filings