$94.32
-1.2%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.
Exceptional pricing power and cost management. The company retains over half of revenue after direct costs.
Healthy operating margins demonstrate effective cost control and strong business fundamentals.
Moderate profitability with room for improvement. Monitor interest expenses and tax efficiency.
Higher tax burden may reflect limited tax optimization or operations in high-tax jurisdictions.
High margin compression: Large gap between gross and net margins suggests operational inefficiencies or heavy debt burden. Focus on expense management and deleveraging.
OPY โข NYSE
| Oppenheimer Holdings Inc. Income Statement | Dec 2025 | Dec 2024 | Dec 2023 | Dec 2022 | Dec 2021 | Dec 2020 | Dec 2019 | Dec 2018 | Dec 2017 | Dec 2016 | Dec 2015 | Dec 2014 | Dec 2013 | Dec 2012 | Dec 2011 | Dec 2010 | Dec 2009 | Dec 2008 | Dec 2007 | Dec 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 |
OPY - Filing history and reports
| Filing Type | Filing Date | Period Ending | Fiscal Year | Actions |
|---|---|---|---|---|
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 |
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