Oppenheimer Holdings Inc (OPY) company profile
Close on Nov 12, 2026Market cap $960.58MP/E 12.1Yield 0.80%
About Oppenheimer
Security Brokers, Dealers & Flotation Companies, SIC 6211
Oppenheimer Holdings Inc. operates as a middle-market investment bank and full-service broker-dealer offering financial and wealth management services. The firm conducts retail securities brokerage, institutional sales and trading, investment banking, investment advisory, research, market-making, and trust services. Its wealth management operations provide full-service brokerage, financial and wealth planning, margin lending, and managed account programs to high-net-worth individuals, families, corporate executives, and businesses. Through its capital markets segment, the company provides mergers and acquisitions advisory, debt and equity capital raising, public finance, restructuring services, and institutional equity and fixed income trading.
The company operates primarily across the United States through a network of 88 wealth management offices and conducts international operations through entities located in the United Kingdom, Switzerland, the Isle of Jersey, Hong Kong, and Israel. Oppenheimer Holdings is incorporated in Delaware and maintains primary operating subsidiaries, including Oppenheimer & Co. Inc., based in New York.
Summary of the business section of Oppenheimer's latest annual report, written by StockData.
Company profile
Company
- Legal name
- Oppenheimer Holdings Inc
- Founded
- 1881
- Headquarters
- New York, NY
- Address
- 85 Broad Street, 22nd Floor 10004
- Phone
- (212) 668-8255
- Website
- www.oppenheimer.com
- Employees
- 2,947, Dec 31, 2025
- Industry
- Security Brokers, Dealers & Flotation Companies
- Incorporated in
- Delaware
- Fiscal year ends
- December 31
- Auditor
- Deloitte & Touche LLP, New York, New York
Stock & identifiers
- Ticker
- OPY
- Exchange
- NYSE
- IPO date
- Oct 6, 1982
- Shares outstanding
- 11M, Oct 29, 2026
- Public float
- $685.20M, Jun 30, 2025
- Filer category
- Accelerated filer
- SEC CIK
- 791963
- CUSIP
- 683797104
- ISIN
- US6837971042
- FIGI
- BBG000F006R9
- Share class FIGI
- BBG001S77PP1
- EIN
- 98-0080034
Executives and directors
Officers and directors who filed ownership reports (Forms 3, 4, 5) in the last two years
| Name | Position | Shares owned |
|---|---|---|
| Robert S. Lowenthal | CEO, Director | 134,531 |
| Albert G. Lowenthal | Chairman, Director | 368,684 |
| Brad M. Watkins | CFO | – |
| DENNIS P. McNAMARA | Secretary | 20,177 |
| Teresa Glasser | Director | 18,400 |
| R. Lawrence Roth | Director | 18,400 |
| Suzanne Spaulding | Director | 5,900 |
| Paul M. Friedman | Director | 30,900 |
| Timothy Martin Dwyer | Director | 28,400 |
| Evan Behrens | Director | 7,025 |
| Stacy J. Kanter | Director | 5,900 |
CEO pay and shareholder return
Pay versus performance table from the proxy statement
| Fiscal year | CEO total pay | CEO pay actually paid | Other executives (avg) | Value of $100 invested | Peer group |
|---|---|---|---|---|---|
| FY2025 | $10.86M | $9.82M | $3.45M | $246 | $186 |
| FY2024 | $2.49M | $1.49M | $3.31M | $238 | $187 |
| FY2023 | $4.76M | $4.68M | $2.29M | $164 | $180 |
| FY2022 | $8.34M | $7.32M | $1.85M | $160 | $141 |
| FY2021 | $11.03M | $15.76M | $4.74M | $179 | $161 |
| FY2020 | $9.35M | $10.12M | $3.22M | $123 | $120 |
“Actually paid” adjusts reported pay for changes in the value of equity awards. Shareholder return assumes $100 invested at the start of the measurement period, as disclosed by the company.
Executive compensation, fiscal 2025
Summary compensation table from the latest proxy statement
| Executive | Salary | Bonus | Stock awards | Incentive pay | Other | Total | vs. prior year |
|---|---|---|---|---|---|---|---|
| A. G. Lowenthal Chairman and Director of the Company and Executive Chairman of Oppenheimer & Co. Inc. | $500.00K | – | $2.25M | $2.00M | $9.00K | $4.76M | +91% |
| R. S. Lowenthal CEO and Director of the Company and CEO of Oppenheimer & Co. Inc. | $500.00K | – | $1.04M | $8.00M | $9.00K | $9.55M | +19% |
| P. Albano Senior Managing Director and Head of Oppenheimer & Co. Inc.’s Fixed Income Business | $300.00K | $2.50M | $211.08K | – | $3.00K | $3.01M | +12% |
| E. Harrington Senior Managing Director and Head of Oppenheimer & Co. Inc.’s Private Client Division | $275.00K | $1.35M | $259.35K | – | $3.00K | $1.89M | +8% |
| B. Watkins CFO of the Company and Executive Vice President and CFO of Oppenheimer & Co. Inc. | $300.00K | $850.00K | $138.32K | – | $3.00K | $1.29M | +9% |
Stock and option awards are grant-date fair values, not realized pay. “Other” includes pension value changes and all other compensation. Source proxy statement.
Employees
Headcount reported in annual reports
“At December 31, 2025, the Company employed 2,947 employees (2,906 full-time and 41 part-time), of whom 924 were financial advisors.”
Corporate history
Events identified from SEC filings
| Date | Event | Details |
|---|---|---|
| Oct 9, 2020 | Merger | Registration of securities for a merger or exchange offer (S-4) |
| Aug 7, 2017 | Merger | Registration of securities for a merger or exchange offer (S-4) |
| Jun 23, 2016 | Acquisition / sale | Completion of acquisition or disposition of assets (8-K Item 2.01) |
| Apr 5, 2013 | Auditor change | Change in certifying accountant (8-K Item 4.01) |
| Nov 10, 2011 | Late filing | Notification of late filing |
| Jun 16, 2011 | Merger | Registration of securities for a merger or exchange offer (S-4) |
| Mar 13, 2009 | Merger | Registration of securities for a merger or exchange offer (S-4) |
| May 13, 2005 | Late filing | Notification of late filing |
| May 9, 2005 | Spin-off | Registration as a new public company (Form 10), e.g. spin-off |
| Aug 12, 2003 | Name change | Name changed from FAHNESTOCK VINER HOLDINGS INC to Oppenheimer Holdings Inc |
| Aug 9, 1996 | Listing | Registration of securities on an exchange (Form 8-A) |
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