Oppenheimer Holdings Inc. is a middle market investment bank and full service stockbroker in the Americas, Europe, the Middle East and Asia. The company is headquartered in New York, New York.
| Revenue (TTM) | $1.67B |
| Gross Profit (TTM) | $1.53B |
| EBITDA | — |
| Operating Margin | 11.70% |
| Return on Equity | 8.95% |
| Return on Assets | 2.18% |
| Revenue/Share (TTM) | $157.33 |
| Book Value | $92.53 |
| Price-to-Book | 0.95 |
| Price-to-Sales (TTM) | 0.58 |
| EV/Revenue | 1.032 |
| EV/EBITDA | 7.37 |
| Quarterly Earnings Growth (YoY) | -75.30% |
| Quarterly Revenue Growth (YoY) | -10.40% |
| Shares Outstanding | $10.61M |
| Float | $6.08M |
| % Insiders | 42.34% |
| % Institutions | 43.12% |
Volatility is currently expanding
Oppenheimer remains undervalued at 11x TTM PE versus sector average 19x, but faces headwinds in capital markets. Wealth management and sweep income are improving, with sequential growth expected to continue as rates and volatility rise. Capital markets, especially IB, ECM, and DCM, are under pressure from higher rates and energy-driven cost of capital risks. The Q2 trend bucking has heavily reversed.
McCarthy joins as managing director as the firm expands its focus on defense technology and national security NEW YORK, Nov. 3, 2026 /PRNewswire/ -- Oppenheimer & Co. Inc. (Oppenheimer), a leading investment bank, wealth manager, and subsidiary of Oppenheimer Holdings Inc., (NYSE: OPY), today announced that Patrick McCarthy has joined as Managing Director as the firm launches defense research coverage. McCarthy's work will focus on defense technology and national security, including space, autonomous systems and robotics.
NEW YORK, Oct. 30, 2026 /PRNewswire/ -- Oppenheimer Holdings Inc. (NYSE: OPY) (the "Company" or "Firm") today reported net income of $5.5 million or $0.52 basic earnings per share for the third quarter of 2026, compared with net income of $21.7 million or $2.06 basic earnings per share for the third quarter of 2025. Revenue for the third quarter of 2026 was $382.0 million, a decrease of 10.0%, compared with revenue of $424.4 million for the third quarter of 2025.
Addition Strengthens Robinson Private Client Group's Work with Athletes and Participants in the Evolving NIL Landscape NEW YORK, Aug. 31, 2026 /PRNewswire/ -- Oppenheimer & Co. Inc. ("Oppenheimer"), a leading wealth manager and investment bank and a subsidiary of Oppenheimer Holdings Inc. (NYSE: OPY), today announced that Joel Berry II has joined the firm as a Financial Advisor with the Robinson Private Client Group in Winston-Salem, North Carolina. Led by Tanner G.
Senior Personnel Moves Strengthen Leadership and Add Specialized Capabilities in Key Areas of the Municipal Market Head of Public Finance Elizabeth (Beth) Coolidge Elected to MSRB Board, Underscoring Strength of Oppenheimer's Public Finance Franchise NEW YORK, Aug. 24, 2026 /PRNewswire/ -- Oppenheimer & Co. Inc. (Oppenheimer), a leading investment bank, wealth manager and subsidiary of Oppenheimer Holdings Inc. (NYSE: OPY), today announced the hiring of Bruce Rideaux as a Managing Director in Public Finance and the promotion of Lauren Carter to Head of Negotiated Underwriting, continuing the firm's expansion of its Public Finance and Municipal Capital Markets businesses. Rideaux, who is based in Dallas, brings 20 years of experience advising on large, complex project financings and public-private partnerships in Texas, with expertise in the transportation sector.
Approximately 60 Financial Advisors Representing $7.2 Billion in Client Assets Gather in New York City Annual Program Reflects Oppenheimer's Continued Investment in the Development and Long-Term Success of Its Next Generation of Advisors NEW YORK, Aug. 19, 2026 /PRNewswire/ -- Oppenheimer & Co. Inc. (Oppenheimer), a leading investment bank, wealth manager and subsidiary of Oppenheimer Holdings Inc. (NYSE: OPY), recently hosted its fifth annual Next-Gen Peer-to-Peer Forum in New York City, bringing together approximately 60 Financial Advisors from across the country. Held at One World Trade Center overlooking Lower Manhattan, the program gave attendees an opportunity to exchange ideas, discuss common challenges and learn from one another.
New York, July 31, 2026 /PRNewswire/ -- Oppenheimer Holdings Inc. (NYSE: OPY) (the "Company" or "Firm") today reported net income of $27.4 million or $2.55 basic earnings per share for the second quarter of 2026, compared with net income of $21.7 million or $2.06 basic earnings per share for the second quarter of 2025. Revenue for the second quarter of 2026 was $454.9 million, an increase of 21.9%, compared with revenue of $373.2 million for the second quarter of 2025.
New capabilities broaden sector and product expertise while strengthening strategy, execution and collaboration across Oppenheimer's Institutional Equities platform NEW YORK, July 20, 2026 /PRNewswire/ -- Oppenheimer & Co. Inc. (Oppenheimer), a leading investment bank, wealth manager and subsidiary of Oppenheimer Holdings Inc. (NYSE: OPY), today announced the expansion of its Institutional Derivatives business with the addition of seven senior professionals across derivatives strategy, sales, trading and technology. The team, which joins from Guggenheim Securities, includes Ed Boll, Head of Derivatives Strategy; Steve Ahn, Derivatives Strategy and Idea Generation; Matthew Shaffer, Derivatives Sales and Trading; Steven Weingroff, Derivatives Sales; Nick Colucci, Derivatives Sales; Julia Marcus, Derivatives Sales; and Jia Li, Derivatives Algo Technology.
Investment bank Oppenheimer Holdings Inc. (NYSE:OPY) has launched the first coverage of commercial space flight company SpaceX on Wall Street, predicting a near 41% upside for the Elon Musk-led company ahead of Friday's IPO.
Oppenheimer Holdings Inc. (OPY) Shareholder/Analyst Call Transcript
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