Oppenheimer Holdings Inc.

Oppenheimer Holdings Inc.

OPYยทNYSE

$94.32

-1.2%
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$1.00B
EPS14.1300
P/E Ratio6.68
Earnings Date07/31/2026
3Y+47.0%
5Y+37.0%
10Y+91.0%
3Y+359.0%
5Y+21.0%
10Y-12882.0%
3Y+193.0%
5Y-449.0%
10Y-380.0%
Oppenheimer Holdings Inc.

Oppenheimer Holdings Inc. Profit Bridge

OPY ยท NYSE
Revenue1.64B
Cost of Goods Sold (800.20M)
Gross Profit837.87M
Operating Expenses (470.37M)
Operating Income367.50M
Interest Expense (88.59M)
Other Income/Expense-156.31M
Pretax Income211.19M
Income Tax (63.23M)
Net Income148.40M
Net Income
148.40M

Profitability Analysis

Gross Margin

51.1%

Exceptional pricing power and cost management. The company retains over half of revenue after direct costs.

Operating Margin

22.4%

Healthy operating margins demonstrate effective cost control and strong business fundamentals.

Net Profit Margin

9.1%

Moderate profitability with room for improvement. Monitor interest expenses and tax efficiency.

Effective Tax Rate

29.9%

Higher tax burden may reflect limited tax optimization or operations in high-tax jurisdictions.

Profitability Insight

High margin compression: Large gap between gross and net margins suggests operational inefficiencies or heavy debt burden. Focus on expense management and deleveraging.

Oppenheimer Holdings Inc. Income Statement

OPY โ€ข NYSE

Oppenheimer Holdings Inc. Income StatementDec 2025Dec 2024Dec 2023Dec 2022Dec 2021Dec 2020Dec 2019Dec 2018Dec 2017Dec 2016Dec 2015Dec 2014Dec 2013Dec 2012Dec 2011Dec 2010Dec 2009Dec 2008Dec 2007Dec 2006
REVENUE
1.6B
1.4B
1.2B
1.1B
1.4B
1.2B
1B
958.2M
920.3M
857.8M
897.8M
1B
1B
952.6M
921M
1B
970.4M
881.1M
857.8M
41.1M
GROSS PROFIT
(800.2M)
(964.5M)
(807.3M)
(766.4M)
(909.1M)
(794M)
(679.7M)
(630.2M)
(625.7M)
(609.8M)
(636.8M)
(679.1M)
(700.4M)
(34.2M)
(76.5M)
(74.4M)
(74.4M)
(69.9M)
(48.6M)
(50.5M)
837.9M
468M
441.5M
344.5M
484.9M
404.7M
353.7M
328M
294.7M
247.9M
261M
302M
319.3M
919.7M
921M
934.8M
896M
811.1M
809.1M
687.4M
OPERATING INCOME
(470.4M)
(163.2M)
(157.3M)
(145.4M)
(140.6M)
(144.5M)
(143.8M)
(135.7M)
(133.1M)
(131.2M)
(130.1M)
(130.2M)
(132.6M)
(918.1M)
(139.2M)
-838.1M
-840.1M
-693.4M
-666.6M
-658.3M
(470.4M)
(163.2M)
(157.3M)
(145.4M)
(140.6M)
(144.5M)
(143.8M)
(135.7M)
(133.1M)
(131.2M)
(130.1M)
(130.2M)
(132.6M)
(126.2M)
(714.4M)
(762.7M)
(761.8M)
(701.4M)
(540.2M)
(473.4M)
367.5M
304.8M
284.2M
199.2M
344.3M
260.2M
209.9M
192.3M
161.5M
116.8M
131.6M
172.6M
186.7M
176.3M
168.1M
70.8M
55.9M
-36M
142.6M
29.1M
PRE-TAX INCOME
(88.6M)
(88M)
(68.6M)
(23.8M)
(9.9M)
(15.7M)
(45.7M)
(46.4M)
(28.4M)
(19.4M)
(16.3M)
(17M)
(26.1M)
(35.1M)
(38M)
(25.9M)
(21.1M)
(39M)
(56.6M)
(62.9M)
-88.6M
-88M
-68.6M
-23.8M
-9.9M
-15.7M
-45.7M
-46.4M
-28.4M
-19.4M
-16.3M
-17M
-26.1M
-35.1M
-38M
-25.8M
14.9M
22.8M
53.5M
45.2M
(0.0)
(0.0)
(0.0)
(0.0)
(0.0)
(0.0)
(0.0)
(0.0)
(0.0)
-119.2M
-125M
-141.4M
-116.7M
-141.7M
-1.6B
-1.6B
-761.8M
-1.4B
-592.5M
-516.1M
-156.3M
-199.1M
-237.4M
-153.6M
-119.7M
-91.2M
-135M
-147.5M
-142M
-138.7M
-134M
-155.4M
-142.8M
-30M
-150.2M
-25.9M
34.8M
-36M
740.8M
80.5M
211.2M
105.8M
46.8M
45.6M
224.6M
169M
74.9M
44.9M
19.7M
-21.9M
-2.4M
17.2M
43.9M
-527K
17.8M
70.8M
34.8M
-36M
127.4M
80.5M
NET INCOME
(63.2M)
(34.5M)
(16.5M)
(13.4M)
(65.7M)
(46M)
(22M)
(16M)
-2.1M
-12.3M
(406K)
(12.1M)
(17.8M)
(324K)
(5.2M)
(30.2M)
(15.3M)
-15.3M
(52M)
(35.9M)
148.4M
71.6M
30.2M
32.4M
159M
123M
53M
28.9M
22.8M
-1.2M
2M
8.8M
25.1M
-3.6M
10.3M
38.3M
19.5M
-20.8M
75.4M
44.6M

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