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 | TTM Q2 26 | TTM Q1 26 | TTM Q4 25 | TTM Q3 25 | TTM Q2 25 | TTM Q1 25 | TTM Q4 24 | TTM Q3 24 | TTM Q2 24 | TTM Q1 24 | TTM Q4 23 | TTM Q3 23 | % of revenue | YoY |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Wealth Management | $1.07B | $1.05B | $1.04B | $1.00B | $987.97M | $976.08M | $972.05M | – | – | – | – | – | 59.7% | +8.6% |
| Capital Markets | $713.36M | $657.18M | $591.32M | $527.71M | $489.60M | $458.76M | $447.58M | $409.71M | $380.26M | $367.70M | $345.90M | $354.99M | 39.7% | +45.7% |
| Asset Management Segment | – | – | – | – | – | – | $972.05M | $901.22M | $894.78M | $891.16M | $890.19M | $89.93M | – | – |
| Private Client Division | – | – | – | – | – | – | – | $844.36M | $818.82M | $811.37M | $801.75M | $799.67M | – | – |
By product or service
| Revenue | TTM Q2 26 | TTM Q1 26 | TTM Q4 25 | TTM Q3 25 | TTM Q2 25 | TTM Q1 25 | TTM Q4 24 | TTM Q3 24 | TTM Q2 24 | TTM Q1 24 | TTM Q4 23 | TTM Q3 23 | % of revenue | YoY |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Advisory fees | $588.29M | $568.35M | $555.44M | $518.59M | $505.82M | $497.39M | $483.43M | $459.14M | $445.48M | $429.30M | $415.68M | $409.05M | 32.7% | +16.3% |
| Commissions from sales and trading | $464.79M | $448.20M | $431.40M | $422.63M | $405.15M | $391.66M | $376.91M | $354.01M | $334.89M | $326.77M | $317.77M | $316.16M | 25.9% | +14.7% |
| Investment banking - advisory | $186.47M | $150.82M | $113.52M | $101.04M | $111.54M | $101.34M | $107.27M | $89.72M | $74.92M | $73.58M | $69.62M | $82.09M | 10.4% | +67.2% |
| Investment banking - capital markets | $170.82M | $165.67M | $152.87M | $112.21M | $76.41M | $72.19M | $69.18M | $64.43M | $64.46M | $56.66M | $48.04M | $47.28M | 9.5% | +123.6% |
| Bank deposit sweep income | $107.16M | $110.85M | $114.81M | $119.44M | $125.97M | $132.16M | $138.77M | $143.94M | $151.37M | $160.58M | $172.81M | $184.86M | 6.0% | -14.9% |
| Mutual fund and insurance income | $34.60M | $33.68M | $33.01M | $32.68M | $32.56M | $33.08M | $32.80M | $32.05M | $32.03M | $31.63M | $31.48M | $31.09M | 1.9% | +6.3% |
| Other | $23.11M | $21.71M | $23.01M | $27.04M | $22.62M | $22.74M | $20.69M | $20.31M | $19.01M | $17.22M | $17.10M | $16.70M | 1.3% | +2.2% |
By region
| Revenue | TTM Q2 26 | TTM Q1 26 | TTM Q4 25 | TTM Q3 25 | TTM Q2 25 | TTM Q1 25 | TTM Q4 24 | TTM Q3 24 | TTM Q2 24 | TTM Q1 24 | TTM Q4 23 | TTM Q3 23 | % of revenue | YoY |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Americas | $1.71B | $1.64B | $1.57B | $1.48B | $1.43B | $1.39B | $1.38B | $1.31B | $1.25B | $1.23B | $1.20B | $1.21B | 95.0% | +19.3% |
| Europe/Middle East | $86.54M | $72.15M | $63.15M | $58.67M | $54.43M | $54.09M | $52.51M | $49.43M | $49.69M | $46.40M | $46.49M | $43.74M | 4.8% | +59.0% |
| Asia | $2.47M | $2.53M | $2.59M | $3.18M | $3.45M | $3.55M | $3.73M | $3.17M | $2.84M | $2.69M | $2.78M | $3.41M | 0.1% | -28.3% |
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.