OPPENHEIMER HOLDINGS INC OPY

Financials SIC 6211 - Security Brokers, Dealers & Flotation Companies NAICS Finance and Insurance › Securities, Commodity Contracts, and Other Financial Investments and Related Activities › Securities and Commodity Contracts Intermediation and Brokerage › Investment Banking and Securities Intermediation derived NYSE

Oppenheimer Holdings Inc. ("OPY" or the "Parent"), through its Operating Subsidiaries (together, the "Company", the "Firm", "we", "our" or "us"), is a leading middle-market investment bank and full service broker-dealer incorporated in the State of Delaware in the United States. With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance), equity and fixed income research, market-making, trust services and investment advisory and asset management services. The Parent owns, through subsidiaries, Oppenheimer & Co. Inc. ("Oppenheimer"), a New York-based securities broker-dealer and investment adviser, Oppenheimer Asset Management Inc. and its subsidiary advisors ("OAM"), a New York-based investment adviser, Oppenheimer Trust Company of Delaware Inc. ("Oppenheimer Trust"), a Delaware limited purpose bank, and OPY Credit Corp. ("OPY Credit"), a New York corporation which conducts secondary trading activities related to the purchase and sale of loans and trade claims, primarily on a riskless principal basis. We conduct our international businesses through Oppenheimer Europe Ltd. (United Kingdom with offices in the Isle of Jersey and Switzerland), Oppenheimer Investments Asia Limited (Hong Kong), and Oppenheimer Israel (OPCO) Ltd. (Israel).

Last close 101.08 2026-10-23
Market cap $1.08B estimated share count
52-week range 63.81 - 125.88

Valuation FY2025 figures against the last close

P/S0.8x
P/E7.8x
P/FCF5.9x
EV/EBITDA4.9x
Dividend yield0.7%
Diluted EPS13.04

Annual financial statements

Income statement

Fiscal year FY2025FY2024FY2023FY2022FY2021FY2020FY2019FY2018FY2017FY2016
Revenue $1.42B$1.23B$1.25B$1.11B$1.39B$1.20B$1.03B$958.2M$920.3M$857.8M
Total operating expenses $1.43B$1.33B$1.20B$1.07B$1.17B$1.03B$958.5M$913.3M$900.8M$879.7M
Operating income $211.2M$105.8M$46.8M$45.6M$224.6M$169.0M$74.9M$44.9M——
Interest expense ——$68.6M$23.8M$9.9M$15.7M$45.7M$46.4M$28.4M$19.4M
Pre-tax income $211.2M$105.8M$46.8M$45.6M$224.6M$169.0M$74.9M$44.9M$19.6M-$21.9M
Income tax $63.2M$34.5M$16.5M$13.4M$65.7M$46.0M$22.0M$16.0M——
Net income $148.4M$71.6M$30.2M$32.4M$159.0M$123.0M$53.0M$28.9M$22.8M-$1.2M
EPS, basic 14.136.912.812.7712.579.734.102.181.72-0.09
EPS, diluted 13.046.372.592.5711.709.303.822.051.67-0.09
Shares, diluted (wtd. avg.) 11.4M11.2M11.6M12.6M13.6M13.2M13.9M14.1M13.7M13.4M

Balance sheet

Fiscal year FY2025FY2024FY2023FY2022FY2021FY2020FY2019FY2018FY2017FY2016
Cash and equivalents $38.4M$33.1M$28.8M$138.0M$341.5M$35.4M$79.5M$90.7M$48.2M$64.9M
Property, plant and equipment $32.4M$38.2M$43.9M$36.7M$28.0M$27.8M$31.4M$29.0M$27.2M$27.2M
Goodwill $143.6M$143.6M$142.2M$137.9M$137.9M$137.9M$137.9M$137.9M$137.9M$137.9M
Other intangibles $35.0M$35.7M$34.3M$32.1M$32.1M$32.1M$32.1M$32.1M$31.7M$31.7M
Total assets $3.72B$3.38B$2.87B$2.71B$3.04B$2.71B$2.46B$2.24B$2.44B$2.24B
Long-term debt —$0$112.7M$113.4M$124.1M$123.8M$149.5M$199.1M$198.8M$149.4M
Total liabilities $2.73B$2.53B$2.09B$1.89B$2.09B$2.03B$1.87B$1.69B$1.91B$1.72B
Retained earnings $947.4M$820.0M$756.5M$764.2M$740.9M$601.4M$497.0M$450.0M$426.9M$410.3M
Total equity $983.8M$850.4M$789.2M$795.0M$825.3M$685.7M$592.7M$545.3M$523.9M$513.3M

Cash flow

Fiscal year FY2025FY2024FY2023FY2022FY2021FY2020FY2019FY2018FY2017FY2016
Operating cash flow $188.8M-$108.2M-$18.8M$64.5M$227.8M-$54.1M$79.1M$168.6M-$16.1M-$66.9M
Depreciation and amortisation $11.0M$10.8M$9.9M$7.6M$8.0M$8.1M$7.6M$6.9M$5.7M$6.8M
Stock-based compensation $32.2M$45.5M$16.9M$15.9M$31.1M$16.2M$11.8M$6.7M$12.6M$6.2M
Capital expenditure $5.2M$5.1M$17.1M$16.3M$8.3M$4.5M$10.0M$8.7M$5.6M$5.7M
Investing cash flow -$1.4M-$3.8M-$15.6M-$14.1M-$6.3M-$3.9M-$8.3M-$8.2M-$3.9M$39.7M
Financing cash flow -$182.1M$116.3M-$74.8M-$253.9M$84.6M$13.9M-$82.0M-$117.9M$3.2M$28.7M
Dividends paid $7.6M$6.8M$6.5M$7.0M$19.4M$18.6M$5.9M$5.8M$5.8M$5.9M
Buybacks $3.0M$9.6M$35.1M$60.6M$7.7M$15.0M$8.4M$5.9M$7.5M$3.9M

Figures as tagged in each year's own filing, in US dollars. A year restated by a later filing shows the restated figure. Capital expenditure, dividends and buybacks are cash out, shown positive. A line the filer does not report is not listed. Latest from accession 0001628280-26-012313.

Plot the figures US dollars

Income statement Revenue Cost of revenue Gross profit R&D SG&A Total operating expenses Operating income Interest expense Pre-tax income Income tax Net income EPS, basic EPS, diluted Shares, diluted (wtd. avg.)
Balance sheet Cash and equivalents Short-term investments Receivables Inventory Total current assets Property, plant and equipment Goodwill Other intangibles Total assets Accounts payable Short-term debt Total current liabilities Long-term debt Total liabilities Retained earnings Total equity
Cash flow Operating cash flow Depreciation and amortisation Stock-based compensation Capital expenditure Investing cash flow Financing cash flow Dividends paid Buybacks
  • Revenue
  • Gross profit
  • Net income
Revenue, Gross profit, Net income by fiscal year, in US dollars The same figures are in the table below this chart. -500M 0 500M 1B 1.5B Revenue, FY2016: 857.8M Net income, FY2016: -1.2M Revenue, FY2017: 920.3M Net income, FY2017: 22.8M Revenue, FY2018: 958.2M Net income, FY2018: 28.9M Revenue, FY2019: 1B Net income, FY2019: 53M Revenue, FY2020: 1.2B Net income, FY2020: 123M Revenue, FY2021: 1.4B Net income, FY2021: 159M Revenue, FY2022: 1.1B Net income, FY2022: 32.4M Revenue, FY2023: 1.2B Net income, FY2023: 30.2M Revenue, FY2024: 1.2B Net income, FY2024: 71.6M Revenue, FY2025: 1.4B Net income, FY2025: 148.4M FY2016 FY2017 FY2018 FY2019 FY2020 FY2021 FY2022 FY2023 FY2024 FY2025
Fiscal year FY2016FY2017FY2018FY2019FY2020FY2021FY2022FY2023FY2024FY2025
Revenue $857.8M $920.3M $958.2M $1.03B $1.20B $1.39B $1.11B $1.25B $1.23B $1.42B
Gross profit — — — — — — — — — —
Net income -$1.2M $22.8M $28.9M $53.0M $123.0M $159.0M $32.4M $30.2M $71.6M $148.4M

Recent filings and events

  • Regulation FD disclosure Something the company told the market and had to tell everyone at once - usually a slide deck or a press release. Item 7.01
  • Results announced The quarterly or annual earnings release. Arrives four times a year from almost every company here. Item 2.02
  • Charter or fiscal year changed A change to the company's governing documents, or to when its year ends. Item 5.03
  • Shareholder vote The results of the annual meeting or a special vote. Item 5.07
  • Regulation FD disclosure Item 7.01
  • Results announced Item 2.02
  • Material agreement signed The company entered an agreement outside the ordinary course of business - a large contract, a credit facility, a merger agreement. Item 1.01
  • Annual report filed A new 10-K. The figures and the business description on this site come from it. Form 10-K
  • Regulation FD disclosure Item 7.01
  • Results announced Item 2.02
  • Other event The catch-all. The company chose to disclose something that fits no other item, so the content is whatever it says it is. Item 8.01
  • Regulation FD disclosure Item 7.01

Item numbers are Form 8-K's own, and a filing date is up to four business days after the thing it reports. The same feed across the whole market.

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