Oppenheimer Holdings, Inc. engages as a middle-market investment bank and full-service broker-dealer. The company is headquartered in New York City, New York and currently employs 2,977 full-time employees. The firm is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (corporate and public finance), equity and fixed income research, market-making, trust services, and investment advisory and asset management services. The Company’s Wealth Management segment provides a comprehensive array of financial services through a network of financial advisors. Its wealth management services include full-service brokerage, wealth planning, and margin lending. Its Capital Markets segment includes investment banking, institutional equities sales, trading, and research, taxable fixed income sales, trading, and research, public finance and municipal trading, as well as the Company's operations in the United Kingdom, Hong Kong and Israel.
Financials in millions USD. Fiscal year is February - January.
Breakdown
TTM
03/31/2026
12/31/2025
09/30/2025
06/30/2025
03/31/2025
Revenue
1,715
445
472
424
373
367
Revenue Growth (YoY)
19%
21%
26%
14%
13%
4%
Cost of Revenue
26
6
6
6
7
7
Gross Profit
1,688
438
466
417
366
360
Selling, General & Admin
1,255
338
303
332
280
269
Research & Development
--
--
--
--
--
--
Operating Expenses
1,462
447
340
363
311
297
Other Non Operating Income (Expenses)
--
--
--
--
--
--
Pretax Income
142
-27
105
31
32
41
Income Tax Expense
46
-6
32
9
10
10
Net Income
97
-20
74
21
21
30
Net Income Growth
28%
-167%
640%
-13%
110%
15%
Shares Outstanding (Diluted)
10.64
10.64
11.48
11.45
11.34
11.27
Shares Change (YoY)
-6%
-6%
0%
2%
2%
3%
EPS (Diluted)
9.13
-1.93
6.47
1.89
1.9
2.71
EPS Growth
35%
-171%
591%
-13%
107%
15%
Free Cash Flow
86
-189
175
62
38
-93
Free Cash Flow Per Share
--
--
--
--
--
--
Gross Margin
98.42%
98.42%
98.72%
98.34%
98.12%
98.09%
Operating Margin
13.17%
-1.79%
26.69%
12.73%
14.47%
16.89%
Profit Margin
5.65%
-4.49%
15.67%
4.95%
5.63%
8.17%
Free Cash Flow Margin
5.01%
-42.47%
37.07%
14.62%
10.18%
-25.34%
EBITDA
237
-6
128
56
56
64
EBITDA Margin
13.81%
-1.34%
27.11%
13.2%
15.01%
17.43%
D&A For EBITDA
11
2
2
2
2
2
EBIT
226
-8
126
54
54
62
EBIT Margin
13.17%
-1.79%
26.69%
12.73%
14.47%
16.89%
Effective Tax Rate
32.39%
22.22%
30.47%
29.03%
31.25%
24.39%
Follow-Up Questions
What are Oppenheimer Holdings Inc's key financial statements?
According to the latest financial statement (Form-10K), Oppenheimer Holdings Inc has a total asset of $0, Net loss of $0
What are the key financial ratios for OPY?
Oppenheimer Holdings Inc's Current ratio is 0, has a Net margin is 0, sales per share of $0.
How is Oppenheimer Holdings Inc's revenue broken down by segment or geography?
Oppenheimer Holdings Inc largest revenue segment is Wealth Management, at a revenue of 1,035,403,000 in the most earnings release.For geography, Americas is the primary market for Oppenheimer Holdings Inc, at a revenue of 1,572,329,000.
Is Oppenheimer Holdings Inc profitable?
no, according to the latest financial statements, Oppenheimer Holdings Inc has a net loss of $0
Does Oppenheimer Holdings Inc have any liabilities?
no, Oppenheimer Holdings Inc has liability of 0
How many outstanding shares for Oppenheimer Holdings Inc?
Oppenheimer Holdings Inc has a total outstanding shares of 0