Oppenheimer Holdings Inc. (OPY)
NYSE · Security Brokers, Dealers & Flotation Companies · Finance, insurance and real estate · CIK 791963 · fiscal year ends in Dec
Closing price $107.77 on 29 Oct 2026; 52-week range $64.23 to $124.74.
Key figures
The last twelve months reported, with the latest price and balance sheet.
- Revenue, last twelve months
- $1.8B
- Revenue growth
- 13.9%
- Net income, last twelve months
- $86.6M
- Earnings per share
- $7.43
- Operating margin
- 7.2%
- Net margin
- 4.9%
- Free cash flow
- $57.4M
- Return on equity
- 8.7%
- Market value
- $1.2B
- Price to earnings
- 14.5x
- Dividend yield
- 1.6%
- Cash
- $38.0M
Financial statements
Revenue, profit and cash flow by fiscal year, each year linked to its annual report.
| Fiscal year | Year end | Revenue | Operating income | Net income | EPS | Free cash flow | Filing |
|---|---|---|---|---|---|---|---|
| FY2025 | 31 Dec 2025 | $1.6B | $211.2M | $148.4M | $13.04 | $183.6M | 10-K filed 26 Feb 2026 |
| FY2024 | 31 Dec 2024 | $1.4B | $105.8M | $71.6M | $6.37 | -$113.3M | 10-K filed 27 Feb 2025 |
| FY2023 | 31 Dec 2023 | $1.2B | $46.8M | $30.2M | $2.59 | -$35.9M | 10-K filed 1 Mar 2024 |
| FY2022 | 31 Dec 2022 | $1.1B | $45.6M | $32.4M | $2.57 | $48.2M | 10-K filed 28 Feb 2023 |
| FY2021 | 31 Dec 2021 | $1.4B | $224.6M | $159.0M | $11.70 | $219.5M | 10-K filed 28 Feb 2022 |
By quarter
| Quarter | Quarter end | Revenue | Net income | EPS |
|---|---|---|---|---|
| Q3 FY2026 | 30 Sep 2026 | $382.0M | $5.5M | $0.47 |
| Q2 FY2026 | 30 Jun 2026 | $454.9M | $27.4M | $2.38 |
| Q1 FY2026 | 31 Mar 2026 | $445.1M | -$20.6M | -$1.93 |
| Q4 FY2025 | 31 Dec 2025 | $472.6M | $74.4M | $6.51 |
| Q3 FY2025 | 30 Sep 2025 | $424.4M | $21.7M | $1.90 |
| Q2 FY2025 | 30 Jun 2025 | $373.2M | $21.7M | $1.91 |
| Q1 FY2025 | 31 Mar 2025 | $367.8M | $30.7M | $2.72 |
| Q4 FY2024 | 31 Dec 2024 | $375.4M | $10.7M | $0.92 |
Revenue by segment
As the company reports it in the segment note of its annual report.
By business, FY2023
| Segment | Revenue | Share |
|---|---|---|
| Wealth Management Segment | $890.2M | 72.0% |
| Capital Markets | $345.9M | 28.0% |
By region, FY2025
| Segment | Revenue | Share |
|---|---|---|
| Americas | $1.6B | 96.0% |
| Europe/Middle East | $63.1M | 3.9% |
| Asia | $2.6M | 0.2% |
Company events
The newest 8-K filings of 166 held.
| Filed | Form | Event | Items |
|---|---|---|---|
| 3 Aug 2026 | 8-K | Investor update | 7.01, 9.01 |
| 31 Jul 2026 | 8-K | Results | 2.02, 9.01 |
| 5 May 2026 | 8-K | Shareholder vote, Bylaws or fiscal year change | 5.03, 5.07, 9.01 |
| 4 May 2026 | 8-K | Investor update | 7.01, 9.01 |
| 1 May 2026 | 8-K | Results | 2.02, 9.01 |
| 27 Apr 2026 | 8-K | Material agreement | 1.01, 9.01 |
| 2 Feb 2026 | 8-K | Investor update | 7.01, 9.01 |
| 30 Jan 2026 | 8-K | Results | 2.02, 9.01 |
| 12 Dec 2025 | 8-K | Other events | 8.01, 9.01 |
| 3 Nov 2025 | 8-K | Investor update | 7.01, 9.01 |
| 31 Oct 2025 | 8-K | Results | 2.02, 9.01 |
| 4 Aug 2025 | 8-K | Investor update | 7.01, 9.01 |
Every filing
The newest filings with the SEC of 486 held.
| Filed | Form | Period |
|---|---|---|
| 3 Aug 2026 | 8-K | 3 Aug 2026 |
| 31 Jul 2026 | 10-Q | 30 Jun 2026 |
| 31 Jul 2026 | 8-K | 31 Jul 2026 |
| 5 Jun 2026 | 11-K | 31 Dec 2025 |
| 5 May 2026 | 8-K | 4 May 2026 |
| 4 May 2026 | 8-K | 4 May 2026 |
| 1 May 2026 | 8-K | 1 May 2026 |
| 1 May 2026 | 10-Q | 31 Mar 2026 |
| 27 Apr 2026 | 8-K | 24 Apr 2026 |
| 13 Mar 2026 | DEF 14A | 4 May 2026 |
| 2 Mar 2026 | PRE 14A | 4 May 2026 |
| 26 Feb 2026 | ARS | 31 Dec 2025 |
Insider trades
Form 4 trades by officers, directors and 10% owners, last 12 months.
| Traded | Insider | Type | Shares | Price | Value | Held after | Form 4 |
|---|---|---|---|---|---|---|---|
| 2 Mar 2026 | Mcnamara Dennis P, Secretary | Sale outside a trading plan | 4,673 | $90.67 | $423.7K | 20,177 | 3 Mar 2026 |
Short interest
Shares sold short and not yet bought back, on each FINRA settlement date.
| Settlement | Shares short | Change | Days to cover |
|---|---|---|---|
| 15 Oct 2026 | 89.9K | -8.78% | 1 |
| 30 Sep 2026 | 98.6K | +0.43% | 1 |
| 15 Sep 2026 | 98.2K | +8.08% | 1 |
| 31 Aug 2026 | 90.8K | +25.84% | 1 |
| 14 Aug 2026 | 72.2K | -8.39% | 1 |
| 31 Jul 2026 | 78.8K | -11.76% | 1 |
| 15 Jul 2026 | 89.3K | +0.44% | 1 |
| 30 Jun 2026 | 88.9K | +16.96% | 1 |
Funds that hold it
From each fund's latest Form 13F.
138 funds held it at 30 Jun 2026: 70 added and 30 trimmed in the quarter. The largest:
| Fund | Shares | Value | Change in the quarter |
|---|---|---|---|
| Dimensional Fund Advisors LP | 520,326 | $54.9M | +23,293 |
| JB Capital Partners LP | 503,954 | $53.2M | 0 |
| American Century Companies Inc. | 391,977 | $41.4M | +39,190 |
| Vanguard Capital Management LLC | 384,352 | $40.6M | -6,881 |
| BlackRock, Inc. | 203,463 | $21.5M | +16,397 |
| Arbiter Partners Capital Management LLC | 199,797 | $21.1M | – |
| Royce & Associates LP | 170,076 | $17.9M | -3 |
| RBF Capital, LLC | 163,771 | $17.3M | 0 |
| Boston Partners | 158,375 | $16.7M | +26,941 |
| Morgan Stanley | 106,924 | $11.3M | +18,779 |
Peers
Companies in the same industry.
- Morgan Stanley (MS): revenue $78.0B, market value $298.7B
- Goldman Sachs Group Inc. (GS): revenue $66.2B, market value $270.3B
- BlackRock, Inc. (BLK): revenue $27.3B, market value $182.3B
- Charles Schwab Corp. (SCHW): revenue $26.0B, market value $154.7B
- Robinhood Markets, Inc. (HOOD): revenue $5.1B, market value $83.4B
- Interactive Brokers Group, Inc. (IBKR): revenue $6.9B, market value $36.8B
- Raymond James Financial Inc. (RJF): revenue $15.2B, market value $31.0B
- Nomura Holdings Inc. (NMR): revenue $14.4B, market value $27.5B
- SEI Investments Co. (SEIC): revenue $2.5B, market value $12.5B
- Freedom Holding Corp. (FRHC): revenue –, market value $11.3B