8-K Announcements
6Apr 27, 2026·SEC
Feb 2, 2026·SEC
Jan 30, 2026·SEC
Oppenheimer Holdings Inc. (OPY) fundamental analysis — strengths, weaknesses & financial health based on data analysis
* These insights are generated automatically based on available financial data. Please conduct your own research before making investment decisions.
Oppenheimer Holdings Inc. (OPY) stock price & volume — 10-year historical chart
Oppenheimer Holdings Inc. (OPY) revenue, earnings & EPS growth — 3, 5 & 10-year CAGR
Oppenheimer Holdings Inc. (OPY) EPS & revenue vs analyst estimates — last 4 quarters
| Quarter | Date | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|---|
| Q2 2026Latest | May 1, 2026 | $4.21 | $445M |
| Q1 2026 | Jan 30, 2026 | $6.51 | $473M |
| Q4 2025 | Oct 31, 2025 | $1.90 | $424M |
| Q3 2025 | Aug 1, 2025 | $1.91 | $373M |
Oppenheimer Holdings Inc. (OPY) competitors in Wealth Management Platforms — business model, growth, and fundamentals comparison
Oppenheimer Holdings Inc. (OPY) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
Oppenheimer Holdings Inc. (OPY) annual income statement — 10-year revenue, gross profit & net income history
| Line item | Dec'17 | Dec'18 | Dec'19 | Dec'20 | Dec'21 | Dec'22 | Dec'23 | Dec'24 | Dec'25 |
|---|---|---|---|---|---|---|---|---|---|
| Net Interest Income | -28.35M | -46.4M | -45.69M | -15.68M | -9.86M | -23.85M | -68.6M | -87.99M | -88.59M |
| NII Growth % | -45.88% | -63.63% | 1.53% | 65.68% | 37.15% | -141.97% | -187.68% | -28.27% | -0.69% |
| Net Interest Margin % | -1.16% | -2.07% | -1.85% | -0.58% | -0.32% | -0.88% | -2.39% | -2.6% | -2.38% |
| Interest Income | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Interest Expense | 28.35M | 46.4M | 45.69M | 15.68M | 9.86M | 23.85M | 68.6M | 87.99M | 88.59M |
| Loan Loss Provision | 597.33M | 583.78M | 633.99M | 778.29M | 899.29M | 742.55M | 738.73M | 876.46M | 711.61M |
| Non-Interest Income | 920.34M | 958.15M | 1.03B | 1.2B | 1.39B | 1.11B | 1.25B | 1.43B | 1.64B |
| Non-Interest Income % | 100% | 100% | 100% | 100% | 100% | 100% | 100% | 100% | 100% |
| Total Revenue | 920.34M▲ 0% | 958.15M▲ 4.1% | 1.03B▲ 7.9% | 1.2B▲ 16.0% | 1.39B▲ 16.3% | 1.11B▼ 20.3% | 1.25B▲ 12.4% | 1.43B▲ 14.7% | 1.64B▲ 14.4% |
| Revenue Growth % | 7.29% | 4.11% | 7.85% | 15.99% | 16.3% | -20.31% | 12.41% | 14.71% | 14.35% |
| Non-Interest Expense | 133.14M | 135.65M | 143.79M | 144.48M | 140.59M | 145.37M | 157.32M | 163.21M | 470.37M |
| Efficiency Ratio | 14.47% | 14.16% | 13.91% | 12.05% | 10.09% | 13.09% | 12.6% | 11.39% | 28.71% |
| Operating Income | 161.51M▲ 0% | 192.33M▲ 19.1% | 209.92M▲ 9.1% | 260.21M▲ 24.0% | 344.3M▲ 32.3% | 199.18M▼ 42.2% | 284.18M▲ 42.7% | 304.83M▲ 7.3% | 367.5M▲ 20.6% |
| Operating Margin % | 17.55% | 20.07% | 20.31% | 21.71% | 24.7% | 17.93% | 22.76% | 21.28% | 22.43% |
| Operating Income Growth % | 38.33% | 19.08% | 9.15% | 23.96% | 32.32% | -42.15% | 42.68% | 7.27% | 20.56% |
| Pretax Income | 19.55M▲ 0% | 44.85M▲ 129.4% | 74.91M▲ 67.0% | 169M▲ 125.6% | 224.64M▲ 32.9% | 45.55M▼ 79.7% | 46.77M▲ 2.7% | 105.76M▲ 126.1% | 211.19M▲ 99.7% |
| Pretax Margin % | 2.12% | 4.68% | 7.25% | 14.1% | 16.11% | 4.1% | 3.75% | 7.38% | 12.89% |
| Income Tax | -2.13M | 15.98M | 21.96M | 46.01M | 65.68M | 13.44M | 16.5M | 34.51M | 63.23M |
| Effective Tax Rate % | -10.91% | 35.62% | 29.31% | 27.23% | 29.24% | 29.51% | 35.27% | 32.63% | 29.94% |
| Net Income | 22.82M▲ 0% | 28.89M▲ 26.6% | 52.95M▲ 83.3% | 122.99M▲ 132.3% | 158.96M▲ 29.3% | 32.35M▼ 79.6% | 30.18M▼ 6.7% | 71.56M▲ 137.1% | 148.4M▲ 107.4% |
| Net Margin % | 2.48% | 3.02% | 5.12% | 10.26% | 11.4% | 2.91% | 2.42% | 5% | 9.06% |
| Net Income Growth % | 2065.2% | 26.63% | 83.28% | 132.25% | 29.25% | -79.65% | -6.71% | 137.11% | 107.39% |
| Net Income (Continuing) | 21.69M | 28.89M | 52.95M | 122.99M | 158.96M | 32.11M | 30.27M | 71.25M | 147.96M |
| EPS (Diluted) | 1.67▲ 0% | 2.05▲ 22.8% | 3.82▲ 86.3% | 9.30▲ 143.5% | 11.70▲ 25.8% | 2.57▼ 78.0% | 2.59▲ 0.8% | 6.37▲ 145.9% | 13.04▲ 104.7% |
| EPS Growth % | 2023.96% | 22.75% | 86.34% | 143.46% | 25.81% | -78.03% | 0.78% | 145.95% | 104.71% |
| EPS (Basic) | 1.72 | 2.18 | 4.10 | 9.73 | 12.57 | 2.77 | 2.81 | 6.93 | 14.13 |
| Diluted Shares Outstanding | 13.67M | 14.06M | 13.85M | 13.22M | 13.58M | 12.61M | 11.65M | 11.23M | 11.42M |
Oppenheimer Holdings Inc. (OPY) balance sheet — assets, liabilities & shareholders' equity
| Line item | Dec'17 | Dec'18 | Dec'19 | Dec'20 | Dec'21 | Dec'22 | Dec'23 | Dec'24 | Dec'25 |
|---|---|---|---|---|---|---|---|---|---|
| Cash & Short Term Investments | 48.15M | 90.67M | 79.55M | 35.42M | 213.76M | 112.43M | 28.84M | 33.15M | 38.41M |
| Cash & Due from Banks | 48.15M | 90.67M | 79.55M | 35.42M | 213.76M | 112.43M | 28.84M | 33.15M | 38.41M |
| Short Term Investments | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Total Investments | 927.25M | 837.87M | 799.72M | 610.52M | 369.01M | 322.87M | 111.77M | 92.6M | 71.3M |
| Investments Growth % | 26.83% | -9.64% | -4.55% | -23.66% | -39.56% | -12.5% | -65.38% | -17.15% | -23% |
| Long-Term Investments | 927.25M | 837.87M | 799.72M | 610.52M | 369.01M | 322.87M | 111.77M | 92.6M | 71.3M |
| Accounts Receivables | 848.23M | 720.78M | 796.93M | 1.11B | 1.22B | 1.2B | 1.06B | 1.27B | 1.42B |
| Goodwill & Intangibles | 169.59M | 169.99M | 169.99M | 169.99M | 169.99M | 169.99M | 176.5M | 179.32M | 178.65M |
| Goodwill | 137.89M | 137.89M | 137.89M | 137.89M | 137.89M | 137.89M | 142.16M | 143.61M | 143.61M |
| Intangible Assets | 31.7M | 32.1M | 32.1M | 32.1M | 32.1M | 32.1M | 34.34M | 35.71M | 35.04M |
| PP&E (Net) | 27.19M | 28.99M | 191.67M | 181.26M | 178.16M | 179.37M | 184.43M | 172.01M | 151.51M |
| Other Assets | 145.31M | 206.83M | 166.34M | 272.88M | 205.84M | 184.44M | 190.76M | 211.36M | 261.02M |
| Total Current Assets | 1.04B | 982.55M | 1.14B | 1.48B | 2.12B | 1.86B | 2.21B | 2.73B | 3.06B |
| Total Non-Current Assets | 1.4B | 1.26B | 1.33B | 1.23B | 923M | 856.67M | 663.47M | 655.29M | 662.48M |
| Total Assets | 2.44B▲ 0% | 2.24B▼ 8.1% | 2.46B▲ 10.0% | 2.71B▲ 10.1% | 3.04B▲ 12.1% | 2.71B▼ 10.8% | 2.87B▲ 5.9% | 3.38B▲ 17.7% | 3.72B▲ 10.0% |
| Asset Growth % | 9.01% | -8.13% | 10.02% | 10.11% | 12.14% | -10.81% | 5.91% | 17.67% | 10.04% |
| Return on Assets (ROA) | 0.98% | 1.23% | 2.25% | 4.75% | 5.52% | 1.12% | 1.08% | 2.29% | 4.18% |
| Accounts Payable | 92.5M | 87.63M | 44.73M | 44.79M | 76.66M | 102.2M | 82.81M | 65.76M | 73.6M |
| Total Debt | 960.5M | 731.61M | 612.69M | 663.73M | 640.79M | 633.23M | 593.57M | 687.59M | 628.47M |
| Net Debt | 912.35M | 640.93M | 533.14M | 628.3M | 427.03M | 520.79M | 564.73M | 654.44M | 590.06M |
| Long-Term Debt | 918.09M | 715.26M | 409.55M | 470.35M | 448.77M | 450.66M | 410.29M | 514.27M | 473.54M |
| Short-Term Debt | 42.41M | 16.35M | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Other Liabilities | 632.04M | 651.49M | 335.16M | 502.36M | 680.43M | 436.53M | 924.66M | 1.36B | 1.54B |
| Total Current Liabilities | 552.03M | 582.99M | 666.09M | 567.74M | 724.98M | 791.97M | 529M | 445.88M | 510.6M |
| Total Non-Current Liabilities | 1.36B | 1.11B | 1.21B | 1.46B | 1.37B | 1.1B | 1.56B | 2.09B | 2.21B |
| Total Liabilities | 1.91B | 1.69B | 1.87B | 2.03B | 2.09B | 1.89B | 2.09B | 2.53B | 2.73B |
| Total Equity | 523.91M▲ 0% | 1.17B▲ 123.2% | 592.72M▼ 49.3% | 685.67M▲ 15.7% | 953.03M▲ 39.0% | 820.42M▼ 13.9% | 789.24M▼ 3.8% | 850.39M▲ 7.7% | 997.03M▲ 17.2% |
| Equity Growth % | 2.06% | 123.19% | -49.31% | 15.68% | 38.99% | -13.91% | -3.8% | 7.75% | 17.24% |
| Equity / Assets (Capital Ratio) | 21.48% | 52.19% | 24.05% | 25.27% | 31.32% | 30.22% | 27.45% | 25.14% | 26.78% |
| Return on Equity (ROE) | 4.4% | 3.41% | 6.01% | 19.24% | 19.4% | 3.65% | 3.75% | 8.73% | 16.07% |
| Book Value per Share | 38.32 | 83.16 | 42.79 | 51.88 | 70.16 | 65.07 | 67.77 | 75.73 | 87.28 |
| Tangible BV per Share | 25.91 | 71.07 | 30.52 | 39.02 | 57.65 | 51.59 | 52.61 | 59.76 | 71.64 |
| Common Stock | 58.49M | 53.39M | 46.56M | 39.33M | 13K | 11K | 10K | 10K | 10K |
| Additional Paid-in Capital | 36.55M | 41.78M | 47.41M | 41.48M | 78.03M | 28.63M | 31.77M | 29.73M | 32.7M |
| Retained Earnings | 426.93M | 449.99M | 497M | 601.41M | 740.93M | 764.18M | 756.47M | 819.96M | 947.41M |
| Accumulated OCI | 1.58M | 165K | 1.76M | 3.45M | 4.22M | 1.42M | 914K | 691K | 3.7M |
| Treasury Stock | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Preferred Stock | 426.93M | 449.99M | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
Oppenheimer Holdings Inc. (OPY) cash flow — operating, investing & free cash flow history
| Line item | Dec'17 | Dec'18 | Dec'19 | Dec'20 | Dec'21 | Dec'22 | Dec'23 | Dec'24 | Dec'25 |
|---|---|---|---|---|---|---|---|---|---|
| Cash from Operations | -16.14M | 168.57M | 79.14M | -54.06M | 227.79M | 64.49M | -18.81M | -108.17M | 188.75M |
| Operating CF Growth % | 75.87% | 1144.68% | -53.05% | -168.31% | 521.37% | -71.69% | -129.17% | -475.06% | 274.5% |
| Net Income | 22.82M | 28.89M | 52.95M | 122.99M | 158.96M | 32.11M | 30.18M | 71.56M | 147.96M |
| Depreciation & Amortization | 5.66M | 6.87M | 32.82M | 33.29M | 34.12M | 34.41M | 37.2M | 37.28M | 37.74M |
| Deferred Taxes | -2.04M | 2.77M | 9.88M | 21.34M | -792K | -14.62M | 6.46M | 3.55M | 4.83M |
| Other Non-Cash Items | 12.55M | 12.92M | 12.93M | 12.16M | 16.59M | 10.86M | 16.16M | 18.07M | 16.48M |
| Working Capital Changes | -67.69M | 110.41M | -41.28M | -260.08M | -12.22M | -14.19M | -125.82M | -284.14M | -50.47M |
| Cash from Investing | -3.87M | -8.19M | -8.3M | -3.94M | -6.27M | -14.14M | -15.56M | -3.84M | -1.39M |
| Purchase of Investments | 0 | 0 | -249.94M | 0 | -144.25M | -233.03M | 0 | 0 | 0 |
| Sale/Maturity of Investments | 0 | 0 | 53.28M | 269.98M | 935K | 156.03M | 0 | 0 | 0 |
| Net Investment Activity | 0 | 0 | -196.66M | 269.98M | -143.32M | -77M | 0 | 0 | 0 |
| Acquisitions | 0 | 0 | 196.66M | 0 | 143.32M | 77M | -2.93M | -2.35M | 0 |
| Other Investing | 1.74M | 481K | 1.72M | -269.39M | 2M | 2.17M | 4.42M | 3.66M | 3.81M |
| Cash from Financing | 3.24M | -117.86M | -81.96M | 13.87M | 84.58M | -253.91M | -74.76M | 116.32M | -182.11M |
| Dividends Paid | -5.84M | -5.83M | -5.94M | -18.58M | -19.44M | -7.04M | -6.45M | -6.84M | -7.58M |
| Share Repurchases | -7.46M | -5.89M | -8.4M | -15.05M | -7.74M | -60.64M | -35.12M | -9.6M | -2.98M |
| Stock Issued | 26K | 70K | 83K | 56K | 126.56M | 127K | 75K | 64K | 0 |
| Net Stock Activity | -7.44M | -5.82M | -8.32M | -14.99M | 118.82M | -60.51M | -35.05M | -9.54M | -2.98M |
| Debt Issuance (Net) | 1000K | -1000K | -1000K | 1000K | -1000K | -1000K | -1000K | 1000K | -1000K |
| Other Financing | -5.98M | -2.9M | -2.7M | -9.56M | -1.84M | -105.91M | -32.26M | -6.34M | 7.06M |
| Net Change in Cash | -16.76M▲ 0% | 42.52M▲ 353.7% | -11.13M▼ 126.2% | -44.13M▼ 296.6% | 306.1M▲ 793.7% | -203.56M▼ 166.5% | -109.13M▲ 46.4% | 4.32M▲ 104.0% | 5.25M▲ 21.8% |
| Exchange Rate Effect | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Cash at Beginning | 64.91M | 48.15M | 90.67M | 79.55M | 35.42M | 341.52M | 137.97M | 28.84M | 33.15M |
| Cash at End | 48.15M | 90.67M | 79.55M | 35.42M | 341.52M | 137.97M | 28.84M | 33.15M | 38.41M |
| Interest Paid | 23.9M | 53.56M | 40.68M | 19.01M | 10.09M | 22.81M | 68.4M | 88.8M | 86.91M |
| Income Taxes Paid | 0 | 11.52M | 16.82M | 11.19M | 62.38M | 37.51M | 20.58M | 21.27M | 46.14M |
| Free Cash Flow | -21.75M▲ 0% | 159.5M▲ 833.4% | 69.12M▼ 56.7% | -58.59M▼ 184.8% | 219.52M▲ 474.7% | 48.18M▼ 78.1% | -35.87M▼ 174.4% | -113.32M▼ 215.9% | 183.56M▲ 262.0% |
| FCF Growth % | 70.04% | 833.43% | -56.67% | -184.76% | 474.69% | -78.05% | -174.44% | -215.94% | 261.99% |
Oppenheimer Holdings Inc. (OPY) financial ratios — P/E, ROE, debt and 30+ core market and balance-sheet ratios
| Metric | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|---|---|---|---|---|
| Return on Equity (ROE) | -0.22% | 4.4% | 3.41% | 6.01% | 19.24% | 19.4% | 3.65% | 3.75% | 8.73% | 16.07% |
| Return on Assets (ROA) | -0.05% | 0.98% | 1.23% | 2.25% | 4.75% | 5.52% | 1.12% | 1.08% | 2.29% | 4.18% |
| Net Interest Margin | -0.87% | -1.16% | -2.07% | -1.85% | -0.58% | -0.32% | -0.88% | -2.39% | -2.6% | -2.38% |
| Efficiency Ratio | 15.29% | 14.47% | 14.16% | 13.91% | 12.05% | 10.09% | 13.09% | 12.6% | 11.39% | 28.71% |
| Equity / Assets | 22.95% | 21.48% | 52.19% | 24.05% | 25.27% | 31.32% | 30.22% | 27.45% | 25.14% | 26.78% |
| Book Value / Share | 38.4 | 38.32 | 83.16 | 42.79 | 51.88 | 70.16 | 65.07 | 67.77 | 75.73 | 87.28 |
| NII Growth | -19.03% | -45.88% | -63.63% | 1.53% | 65.68% | 37.15% | -141.97% | -187.68% | -28.27% | -0.69% |
| Dividend Payout | - | 25.58% | 20.19% | 11.22% | 15.11% | 12.23% | 21.77% | 21.38% | 9.57% | 5.1% |
Oppenheimer Holdings Inc. (OPY) SEC filings — annual & quarterly reports (10-K, 10-Q)
Apr 27, 2026·SEC
Feb 2, 2026·SEC
Jan 30, 2026·SEC
Oppenheimer Holdings Inc. (OPY) stock FAQ — growth, dividends, profitability & financials explained
Oppenheimer Holdings Inc. (OPY) grew revenue by 14.4% over the past year. This is steady growth.
Yes, Oppenheimer Holdings Inc. (OPY) is profitable, generating $148.4M in net income for fiscal year 2025 (9.1% net margin).
Yes, Oppenheimer Holdings Inc. (OPY) pays a dividend with a yield of 0.69%. This makes it attractive for income-focused investors.
Oppenheimer Holdings Inc. (OPY) has a return on equity (ROE) of 16.1%. This is reasonable for most industries.
Oppenheimer Holdings Inc. (OPY) has a net interest margin (NIM) of -2.4%. NIM has been under pressure due to interest rate environment.
Oppenheimer Holdings Inc. (OPY) has an efficiency ratio of 28.7%. This is excellent, indicating strong cost control.
Oppenheimer Holdings Inc. (OPY) financial analysis — history, returns, DCA and operating performance tools
Historical returns with dividends reinvested
Dollar cost averaging vs lump sum
Yield, growth, payout safety & DRIP
EPS trends, net income & profitability
Long-term charts & historical price data
Sales growth patterns & revenue breakdown
30 years of market, efficiency and balance-sheet ratios
DCF intrinsic value, peer multiples & estimates