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 | Q2 26 | Q1 26 | Q4 25 | Q3 25 | Q2 25 | Q1 25 | Q4 24 | Q3 24 | Q2 24 | Q1 24 | Q4 23 | Q3 23 | % of revenue | YoY |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Wealth Management | $272.67M | $253.68M | $287.27M | $259.73M | $246.42M | $241.99M | $253.52M | $246.05M | $234.53M | $237.96M | – | – | 59.9% | +10.7% |
| Capital Markets | $179.16M | $189.12M | $182.93M | $162.15M | $122.98M | $123.26M | $119.33M | $124.03M | $92.14M | $112.08M | $81.46M | $94.58M | 39.4% | +45.7% |
| Asset Management Segment | – | – | – | – | – | – | $894.04M | $27.26M | $25.83M | $24.93M | $823.20M | $20.83M | – | – |
| Private Client Division | – | – | – | – | $246.42M | – | – | $218.79M | $208.70M | $213.03M | $203.83M | $193.25M | – | – |
By product or service
| Revenue | Q2 26 | Q1 26 | Q4 25 | Q3 25 | Q2 25 | Q1 25 | Q4 24 | Q3 24 | Q2 24 | Q1 24 | Q4 23 | Q3 23 | % of revenue | YoY |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Advisory fees | $145.57M | $141.72M | $166.60M | $134.40M | $125.63M | $128.80M | $129.76M | $121.63M | $117.20M | $114.85M | $105.47M | $107.97M | 32.0% | +15.9% |
| Commissions from sales and trading | $119.03M | $119.52M | $113.92M | $112.33M | $102.43M | $102.73M | $105.15M | $94.84M | $88.94M | $87.98M | $82.24M | $75.72M | 26.2% | +16.2% |
| Investment banking - advisory | $58.14M | $63.26M | $42.77M | $22.30M | $22.49M | $25.96M | $30.29M | $32.80M | $12.29M | $31.89M | $12.74M | $18.00M | 12.8% | +158.5% |
| Investment banking - capital markets | $26.20M | $34.46M | $54.98M | $55.19M | $21.05M | $21.66M | $14.31M | $19.39M | $16.83M | $18.65M | $9.57M | $19.41M | 5.8% | +24.5% |
| Bank deposit sweep income | $24.96M | $26.12M | $27.73M | $28.35M | $28.65M | $30.08M | $32.36M | $34.88M | $34.85M | $36.69M | $37.53M | $42.30M | 5.5% | -12.9% |
| Mutual fund and insurance income | $8.51M | $8.82M | $8.91M | $8.36M | $7.59M | $8.15M | $8.58M | $8.24M | $8.11M | $7.87M | $7.83M | $8.21M | 1.9% | +12.1% |
| Other | $6.97M | $5.48M | $1.38M | $9.29M | $5.57M | $6.77M | $5.41M | $4.87M | $5.69M | $4.72M | $5.03M | $3.57M | 1.5% | +25.2% |
By region
| Revenue | Q2 26 | Q1 26 | Q4 25 | Q3 25 | Q2 25 | Q1 25 | Q4 24 | Q3 24 | Q2 24 | Q1 24 | Q4 23 | Q3 23 | % of revenue | YoY |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Americas | $426.18M | $423.04M | $451.13M | $407.68M | $358.81M | $354.71M | $357.81M | $360.56M | $316.47M | $341.42M | $294.33M | $299.95M | 93.7% | +18.8% |
| Europe/Middle East | $28.13M | $21.36M | $20.97M | $16.09M | $13.74M | $12.35M | $16.49M | $11.86M | $13.39M | $10.77M | $13.41M | $12.11M | 6.2% | +104.8% |
| Asia | $570.00K | $701.00K | $532.00K | $669.00K | $628.00K | $764.00K | $1.12M | $937.00K | $728.00K | $947.00K | $555.00K | $607.00K | 0.1% | -9.2% |
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.