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.
Get notified when OPY posts new earnings or crosses analyst targets
Free. No account needed. Unsubscribe any time.
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
| Metric | 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
| Metric | 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
| Metric | 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 0.62%. 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.