Oppenheimer/$OPY

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About Oppenheimer

Oppenheimer Holdings Inc conducts activities in the securities industry. The company is involved in retail securities brokerage, investment banking (both corporate and public finance), institutional sales and trading, market-making, research, trust services, and investment advisory and asset management services. The company has two segments: Wealth Management, and Capital Markets. IT generates maximum revenue from Wealth Management Segment which includes commissions and fee income earned on assets under management (AUM), net interest earnings on client margin loans and cash balances, fees from money market funds, custodian fees and other activities. The company generates the majority of its revenue from the Americas, with the rest from Europe, the Middle East, and Asia.

Ticker

$OPY
Sector

Primary listing

NYSE

Employees

2,998

Oppenheimer Metrics

BasicAdvanced
$705M
8.99
$7.46
1.17
$0.72
1.07%

Bulls say / Bears say

Oppenheimer’s net income climbed 17.7% year-over-year to $30.7 million in Q1 2025, supported by broad-based advisory fee gains and strong trading revenues in Wealth Management and Capital Markets (SEC)
The Capital Markets segment reported $162.1 million in revenue for Q3 2025, up 30.7% year-over-year, and posted a pre-tax profit of $12.3 million compared to a $6.1 million loss last year, reflecting robust deal activity and trading performance (PRNewswire)
Assets under management hit a record $55.1 billion at September 30, 2025, up from $49.1 billion a year ago, supporting greater advisory fee potential and recurring revenue growth (PRNewswire)
Compensation expenses jumped 18.9% year-over-year to $148.9 million in the Wealth Management segment for Q3 2025, squeezing overall margins due to higher production-related and equity-based award costs (PRNewswire)
Wealth Management pre-tax income dropped 13.2% to $62.5 million in Q3 2025 despite a 5.6% revenue increase, showing that rising expenses and lower bank sweep income are compressing margins (PRNewswire)
Net income fell 11.4% year-over-year to $21.7 million in Q3 2025, from $24.5 million a year earlier, underscoring profitability challenges even with revenue growth (PRNewswire)
Data summarised monthly by Lightyear AI. Last updated on 3 Nov 2025.

Oppenheimer Financial Performance

Revenues and expenses
QuarterlyAnnual
Q3 24
QoQ growth
Revenue
$37B
-39.75%
Net income
$45B
107.52%
Profit margin
37.65%
6.78%
Data displayed above is indicative only and its accuracy or completeness is not guaranteed. Actual execution price may vary. Past performance is not indicative of future results. Your return may be affected by currency fluctuations and applicable fees and charges. Capital at risk.
Real-time US market data is sourced from the IEX order book provided by Polygon. After-hours US market data is 15 minutes delayed and may differ significantly from the actual tradable price at market open.

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