Invesaro

Stocks Finance OPY

NYSE · Finance

Oppenheimer Holdings Inc (OPY)

Oppenheimer Holdings Inc brought in $1.8B of revenue over the twelve months to September 30, 2026, up 13.9% from a year earlier. Net income was $86.6M, a net margin of 4.9%. Operating cash flow minus capital spending left $183.6M of free cash flow in fiscal 2025. At September 30, 2026 it held $38M in cash. Its latest periodic report to the SEC is the quarterly report (10-Q) filed on October 30, 2026.

Free, no password. An email when OPY files with the SEC.

Price
$92.69
+2.17% on the day · November 9, 2026
52-week range $63.81 to $125.88
Market cap
$992.5M
Revenue (last 12 months)
$1.8B
+13.9% year on year
Net margin
4.9%
P/E
7.1
on FY2025 diluted EPS

Key facts about Oppenheimer Holdings Inc

Net worth
Oppenheimer Holdings Inc has a market value (market cap) of $992.5M at the latest share price, and shareholders' equity of $991.1M on its balance sheet at September 30, 2026. A company's "net worth" usually means one of these: what the market pays for all its shares, or its assets minus its liabilities.
Revenue and profit
In fiscal 2025 revenue was $1.6B (+14.4% year on year), with net income of $148.4M. Over the 12 months to September 30, 2026: revenue $1.8B, net income $86.6M.
Cash flow
In fiscal 2025 operations brought in $188.8M of cash; after $5.2M of capital spending, free cash flow was $183.6M.
Latest report
The latest periodic report (quarterly report, 10-Q) was filed with the SEC on October 30, 2026 and covers the period to September 30, 2026. Open on SEC EDGAR
Next earnings report
Oppenheimer Holdings Inc's next report is expected around January 29, 2027. That is an estimate from its filing rhythm, not a date the company has announced.
Dividend
Oppenheimer Holdings Inc declared dividends of $1.72 per share in fiscal 2025, a yield of 1.86% at the current price.

What Oppenheimer Holdings Inc does

Oppenheimer Holdings Inc is registered with the SEC under industry code SIC 6211 (Security Brokers, Dealers & Flotation Companies). Its shares trade on NYSE under the ticker OPY.

Revenue and profit by year

Revenue
FY18: $958.2M $958.2M FY18FY19: $1B $1B FY19FY20: $1.2B $1.2B FY20FY21: $1.4B $1.4B FY21FY22: $1.1B $1.1B FY22FY23: $1.2B $1.2B FY23FY24: $1.4B $1.4B FY24FY25: $1.6B $1.6B FY25
Net income
FY18: $28.9M $28.9M FY18FY19: $53M $53M FY19FY20: $123M $123M FY20FY21: $159M $159M FY21FY22: $32.4M $32.4M FY22FY23: $30.2M $30.2M FY23FY24: $71.6M $71.6M FY24FY25: $148.4M $148.4M FY25

Fiscal years as reported in annual reports. Amounts in USD.

Key figures

Fiscal yearRevenueOperating incomeNet incomeDiluted EPSFree cash flow
2025$1.6B$211.2M$148.4M$13.04$183.6M
2024$1.4B$105.8M$71.6M$6.37-$113.3M
2023$1.2B$46.8M$30.2M$2.59-$35.9M
2022$1.1B$45.6M$32.4M$2.57$48.2M
2021$1.4B$224.6M$159M$11.70$219.5M
2020$1.2B$169M$123M$9.30-$58.6M

Earnings: every quarter and the next report date

Full financial statements: income, balance sheet and cash flow

Next report expected around January 29, 2027.

Estimated from its filing rhythm: 52 weeks after its report of January 30, 2026. Not a date the company has announced. See the report calendar · Earnings, quarter by quarter

Where OPY ranks in Finance

Revenue$1.6B
#171 of 541 in Finance · Top 31%
Revenue growth+14.4%
#179 of 480 in Finance · Top 37%
Net margin9.1%
#279 of 484 in Finance · Bottom 42%
Free cash flow margin11.2%
#187 of 339 in Finance · Bottom 45%

Latest fiscal year of every company in the sector with the figure reported. Revenue is ranked among companies reporting in US dollars; growth and margins among companies with at least 10 million of revenue. Finance

Dividends

Oppenheimer Holdings Inc declared $1.72 per share in fiscal 2025. At the current price that is a yield of 1.86%. It paid out $7.6M in cash dividends, 5% of its net income.

Fiscal yearPer sharePaid outOf profit
2025$1.72$7.6M5%
2024$0.66$6.8M10%
2023$0.60$6.5M21%
2022$0.60$7M22%
2021$1.54$19.4M12%
2020$1.48$18.6M15%

Per share as declared (or paid, where only that is reported), adjusted for stock splits the company itself restated. Yield is the latest fiscal year's dividend over the current price.

Latest SEC filings

What Oppenheimer Holdings Inc has filed recently, newest first. Each links to the original document on SEC EDGAR.

  1. November 9, 2026
  2. November 2, 2026
  3. October 30, 2026
  4. October 30, 2026
    Quarterly report 10-Q · period to September 30, 2026Revenue fell 10% to $382M versus the same quarter last year; diluted EPS $0.47 versus $1.90.
  5. August 3, 2026
  6. July 31, 2026
    Quarterly report 10-Q · period to June 30, 2026Revenue rose 22% to $454.9M versus the same quarter last year; diluted EPS $2.38 versus $1.91.
  7. July 31, 2026
  8. June 5, 2026
  9. May 5, 2026
  10. May 4, 2026

Recent insider filings (Forms 3, 4 and 144): 10, the latest on May 11, 2026. Insider transactions on SEC

What is OPY worth? A DCF from its reported cash flow

Insider trades

What the people running Oppenheimer Holdings Inc did with its shares, from the Form 4 filings they must send the SEC within two business days.

No insider trades were reported in the last 90 days.

Bought (open market)
$0
last 90 days
Sold
$0
last 90 days
DateInsiderWhatSharesPriceValueFiling
March 2, 2026 McNAMARA DENNIS PSecretary Sold 4,673 $90.67 $423.7K Form 4
February 26, 2026 Roth R LawrenceDirector Other change 1,400 - - Form 4
February 26, 2026 Glasser TeresaDirector Other change 1,400 - - Form 4
February 26, 2026 Friedman Paul MDirector Other changeindirect 1,400 - - Form 4
February 26, 2026 Kanter Stacy J.Director Other change 1,400 - - Form 4
February 26, 2026 Behrens EvanDirector Other change 1,400 - - Form 4
February 26, 2026 Dwyer Timothy MartinDirector Other change 1,400 - - Form 4
February 26, 2026 Spaulding SuzanneDirector Other change 1,400 - - Form 4

All insider filings on SEC.gov · Where insiders are buying across the market

Who owns OPY

Three views from three kinds of SEC filings, each with its own date. They overlap and are not added up.

5% holders

Anyone who owns more than 5% of a class of shares must say so on Schedule 13D (if they may seek to influence the company) or 13G (a passive holder). The latest filing of each holder is shown: 13G filings of the last 2 years, 13D of the last 3.

No holder of 5% or more has filed about this company in that window.

Largest institutional holders

No Form 13F positions imported for this company yet.

Insiders

Reported holdings of insiders who filed a Form 4 in the last 12 months: the shares each one held after their latest reported transaction. This is not the total held by all insiders.

10 insiders reported holding 507,086 shares in total, about $47M at the last price.

HolderSharesAs of
Lowenthal Albert GCEO, Director, 10% owner 254,876 January 28, 2026
Lowenthal Robert SDirector 129,608 January 28, 2026
Dwyer Timothy MartinDirector 28,400 February 26, 2026
McNAMARA DENNIS PSecretary 20,177 March 2, 2026
Friedman Paul MDirector 18,40018,400 held indirectly February 26, 2026
Roth R LawrenceDirector 18,400 February 26, 2026
Glasser TeresaDirector 18,400 February 26, 2026
Behrens EvanDirector 7,025 February 26, 2026
Spaulding SuzanneDirector 5,900 February 26, 2026
Kanter Stacy J.Director 5,900 February 26, 2026

Schedule 13D/13G filings on SEC.gov

All filings on SEC EDGAR

Questions about OPY

What does Oppenheimer Holdings Inc do?

Oppenheimer Holdings Inc is a company in the Finance sector, listed on NYSE as OPY. Its shares trade on NYSE under the ticker OPY.

What is Oppenheimer Holdings Inc's net worth?

Oppenheimer Holdings Inc has a market value (market cap) of $992.5M at the latest share price, and shareholders' equity of $991.1M on its balance sheet at September 30, 2026. A company's "net worth" usually means one of these: what the market pays for all its shares, or its assets minus its liabilities.

Is Oppenheimer Holdings Inc profitable?

Yes. Over the twelve months to September 30, 2026 it reported net income of $86.6M on revenue of $1.8B, a net margin of 4.9%.

How much revenue does Oppenheimer Holdings Inc make?

Over the twelve months to September 30, 2026 Oppenheimer Holdings Inc reported revenue of $1.8B. That is 13.9% more than a year earlier.

When did Oppenheimer Holdings Inc last report?

Its most recent periodic report is the quarterly report (10-Q) filed on October 30, 2026. It covers the period to September 30, 2026. Its newest filing of any kind is the material agreement from November 9, 2026.

When is Oppenheimer Holdings Inc's next earnings report?

Oppenheimer Holdings Inc's next report is expected around January 29, 2027. That is an estimate from its filing rhythm, not a date the company has announced.

Does Oppenheimer Holdings Inc pay a dividend?

Yes. Oppenheimer Holdings Inc declared dividends of $1.72 per share in fiscal 2025, a yield of 1.86% at the current price.

Similar companies

Compare OPY with

Compare OPY with any company

Follow OPY

Get an email when Oppenheimer Holdings Inc files with the SEC: results, executive changes, material agreements and annual reports.

Free, no password. An email when OPY files with the SEC.

Where the numbers come from

Financial figures are the values Oppenheimer Holdings Inc tagged in its own SEC filings (XBRL), taken from the latest filing for each period, so restatements replace older figures. Revenue, profit and cash flow are for full fiscal years unless marked as the last twelve months, which is the sum of the four most recent quarters. Where a company reports only the full year, the fourth quarter is the year minus the first three.

Prices are delayed end-of-day market data in the listing currency, and market cap moves with the price. P/E is shown only when earnings per share are positive. Nothing here is investment advice.