OPYNYSESecurity Brokers, Dealers & Flotation CompaniesFiscal year ends December 31
OPPENHEIMER HOLDINGS INC
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Jul 31, 2026
$99.96−0.57 (-0.57%)
Close on Oct 19, 2026
- Market cap
- $1.15B
- P/E (TTM)
- 11.3
- Dividend yield
- 0.72%
OPPENHEIMER HOLDINGS INC revenue by segment
By business segment
| Revenue | FY2025 | FY2024 | FY2023 | FY2022 | FY2021 | FY2020 | FY2019 | FY2018 | FY2017 | FY2016 | % of revenue | YoY |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Wealth Management | $1.04B | $972.05M | $890.19M | $774.92M | – | – | – | – | – | – | 63.2% | +6.5% |
| Asset Management Segment | $1.04B | $972.05M | $890.19M | $99.24M | $104.60M | $130.27M | $88.76M | $71.70M | $89.90M | $92.85M | 63.2% | +6.5% |
| Capital Markets | $591.32M | $447.58M | $345.90M | $337.82M | $625.70M | – | – | – | – | – | 36.1% | +32.1% |
| Capital markets | – | – | – | $337.82M | $625.70M | $426.75M | $290.83M | $272.72M | $231.63M | $254.93M | – | – |
| Private Client | – | – | – | $675.68M | $665.06M | $642.08M | $653.41M | $617.87M | $592.75M | $504.19M | – | – |
| Corporate/Other | – | – | – | -$1.80M | -$1.33M | -$442.00K | $385.00K | -$4.13M | $6.06M | $5.80M | – | – |
| Corporate/Other | – | – | – | -$1.80M | -$1.33M | – | – | – | – | – | – | – |
| Private Client Division | – | – | $801.75M | $675.68M | $665.06M | – | – | – | – | – | – | – |
| Operating income | FY2025 | FY2024 | FY2023 | FY2022 | FY2021 | FY2020 | FY2019 | FY2018 | FY2017 | FY2016 | YoY |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Wealth Management | $292.07M | $265.74M | $218.54M | – | – | – | – | – | – | – | +9.9% |
| Capital Markets | $56.17M | -$39.60M | -$62.96M | – | – | – | – | – | – | – | -241.9% |
By product or service
| Revenue | FY2025 | FY2024 | FY2023 | FY2022 | FY2021 | FY2020 | FY2019 | FY2018 | FY2017 | FY2016 | % of revenue | YoY |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Advisory fees | $555.44M | $483.43M | $415.68M | $425.62M | $451.20M | $455.26M | $353.67M | $314.35M | – | – | 33.9% | +14.9% |
| Commissions from sales and trading | $431.40M | $376.91M | $317.77M | $339.18M | $364.86M | $359.92M | $280.07M | $286.21M | – | – | 26.3% | +14.5% |
| Investment banking - capital markets | $152.87M | $69.18M | $48.04M | $42.83M | $240.87M | $139.76M | $72.78M | $69.76M | – | – | 9.3% | +121.0% |
| Bank deposit sweep income | $114.81M | $138.77M | $172.81M | $104.56M | $15.56M | $34.83M | $117.42M | $116.05M | – | – | 7.0% | -17.3% |
| Investment banking - advisory | $113.52M | $107.27M | $69.62M | $84.70M | $195.00M | $82.54M | $53.43M | $45.60M | – | – | 6.9% | +5.8% |
| Mutual fund and insurance income | $33.01M | $32.80M | $31.48M | $31.21M | $36.75M | $35.18M | $40.05M | $43.46M | – | – | 2.0% | +0.6% |
| Other | $23.01M | $20.69M | $17.10M | $19.07M | $14.64M | $16.93M | $17.40M | $16.16M | – | – | 1.4% | +11.2% |
By region
| Revenue | FY2025 | FY2024 | FY2023 | FY2022 | FY2021 | FY2020 | FY2019 | FY2018 | FY2017 | FY2016 | % of revenue | YoY |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Americas | $1.57B | $1.38B | $1.20B | $1.06B | $1.34B | $1.15B | – | – | – | – | 96.0% | +14.2% |
| Europe/Middle East | $63.15M | $52.51M | $46.49M | $47.08M | $51.70M | $45.77M | $31.60M | $29.29M | $36.36M | $39.05M | 3.9% | +20.3% |
| Asia | $2.59M | $3.73M | $2.78M | $5.67M | $5.71M | $6.14M | $3.44M | $3.74M | $3.37M | $3.50M | 0.2% | -30.5% |
| U.S. [Member] | – | – | – | – | $1.34B | $1.15B | $998.34M | $925.13M | $880.60M | $815.23M | – | – |
From the segment and revenue-disaggregation notes of Oppenheimer's 10-K and 10-Q filings (XBRL). Fourth-quarter figures are the fiscal year less the first nine months. Segment names follow the company's own labels and can change when it reorganizes.