OPPENHEIMER HOLDINGS INC

OPY

OPPENHEIMER HOLDINGS INC

OPY

Insider Sentiment (TTM):

Last Purchase:2025-11-28Last Sale:2026-03-02Shares Purchased (TTM):55.33Shares Sold (TTM):4,673

Institutional Sentiment:

As of:2026-03-31Institutional Shares Owned:3,987,158Shares Outstanding:10,642,909Institutional Ownership Pct.:37.46%

Earnings Market Reaction:

Filing Date:2026-07-31Price on Filing Date:N/APrevious Close:N/A% Change:N/A

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Financial Statements

10‑Q10‑K

Values in Millions ($)	2026-06-30	2026-03-31	2025-12-31	2025-09-30	2025-06-30	2025-03-31	2024-12-31	2024-09-30	2024-06-30	2024-03-31	2023-12-31	2023-09-30
Assets
Cash And Cash Equivalents At Carrying Value	38	35	38	38	38	37	33	32	33	28	29	31
Deposits With Clearing Organizations And Others Se…	158	114	108	100	143	96	99	90	108	94	79	89
Receivables From Brokers Dealers And Clearing Orga…	317	295	260	325	290	250	241	277	297	260	285	259
Restricted Cash	-	-	-	-	-	-	-	-	-	-	0	26
Receivables From Customers	1,551	1,484	1,415	1,375	1,342	1,350	1,269	1,296	1,162	1,180	1,060	1,087
Income Taxes Receivable	6	1	1	4	3	1	1	4	6	6	7	18
Securities Purchased Under Agreements To Resell	-	-	-	-	-	-	0	0	4	4	6	-
Security Owned And Sold Not Yet Purchased Fair Val…	1,533	1,266	1,251	1,316	1,257	1,218	1,108	1,067	1,043	1,044	795	854
Financing Receivable Excluding Accrued Interest Af…	53	55	58	67	64	68	68	66	63	67	63	61
Property Plant And Equipment Net	29	30	32	34	35	37	38	38	40	41	44	43
Operating Lease Right Of Use Asset	109	114	119	122	127	132	134	129	132	136	141	151
Life Insurance Corporate Or Bank Owned Amount	116	106	109	108	104	97	99	98	95	95	89	-
Goodwill	144	144	144	144	144	144	144	142	142	142	142	138
Intangible Assets Net Excluding Goodwill	35	35	35	35	35	36	36	34	34	34	34	32
Other Assets	142	137	152	151	105	108	113	95	102	120	102	186
Assets	4,231	3,815	3,722	3,818	3,687	3,572	3,383	3,367	3,263	3,252	2,875	2,975
Liabilities And Stockhold…
Liabilities
Drafts Payable	7	20	18	17	12	15	22	10	22	21	9	15
Bank Loans	350	288	77	262	324	360	252	207	219	94	0	56
Payables To Broker Dealers And Clearing Organizati…	623	375	398	322	527	384	254	320	278	497	362	350
Payables To Customers	424	376	394	465	364	328	358	368	326	448	369	364
Securities Sold Under Agreements To Repurchase	983	968	997	972	853	866	932	765	823	286	640	680
Security Owned And Sold Not Yet Purchased Fair Val…	251	232	176	259	203	278	99	204	177	521	32	46
Employee Related Liabilities Current And Noncurren…	347	244	374	320	233	181	331	262	210	162	256	224
Taxes Payable Current And Noncurrent	0	12	16	0	0	11	4	-	-	7	0	0
Accounts Payable And Other Accrued Liabilities	69	144	74	78	64	59	66	65	69	83	83	87
Operating Lease Liability	141	148	155	159	166	171	173	167	173	177	183	194
Deferred Income Tax Liabilities Net	39	42	47	43	44	45	42	49	42	41	38	42
Liabilities	3,234	2,850	2,725	2,898	2,790	2,700	2,532	2,529	2,450	2,450	2,086	2,170
Temporary Equity Carrying Amount Including Portion…	-	-	-	-	-	-	-	-	-	-	0	26
Secured Debt	-	-	-	-	-	-	0	113	113	113	113	113
Common Stock Value	0	0	0	0	0	0	0	0	0	0	0	0
Additional Paid In Capital	28	24	33	30	27	23	30	27	23	20	32	29
Retained Earnings Accumulated Deficit	950	925	947	888	868	849	820	811	789	781	756	751
Accumulated Other Comprehensive Income Loss Net Of…	5	4	4	3	2	0	1	0	-0	1	1	-0
Stockholders Equity	983	952	997	920	897	872	850	838	812	802	789	779
Minority Interest	13	13	13	-	-	-	0	0	0	0	0	0
Liabilities And Stockholders Equity	4,231	3,815	3,722	3,818	3,687	3,572	3,383	3,367	3,263	3,252	2,875	2,975
Common Class A	0	11	0	0	-0	10	0	0	-0	10	0	-1
Common Class B	0	0	0	0	0	0	0	0	0	0	0	0
Allowance For Doubtful Accounts Receivable	0	0	0	0	0	0	0	0	0	0	0	0
Accumulated Depreciation Depletion And Amortizatio…	107	104	102	99	97	94	92	90	88	85	83	92
Unamortized Debt Issuance Expense	-	-	-	-	-	-	0	0	0	0	0	0
Deferred Tax Assets Gross	60	54	-	49	47	45	-	45	44	45	-	48
Common Stock Par Or Stated Value Per Share	0.001	0.001	-	0.001	0.001	0.001	0.001	0.001	0.001	0.001	0.001	0.001
Common Stock Shares Issued	-	11	10	-	-	11	10	-	-	-	-	-

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Earnings Market Reaction

10‑Q10‑K

Fiscal Year	Q1 1 Month	Q1 2 Month	Q1 3 Month	Q2 1 Month	Q2 2 Month	Q2 3 Month	Q3 1 Month	Q3 2 Month	Q3 3 Month	Q4 1 Month	Q4 2 Month	Q4 3 Month
2026	-11.94%	0.59%	2.39%	-	-	-	-	-	-	-	-	-
2025	9.45%	6.69%	12.92%	-1.38%	6.94%	-8.12%	-5.03%	7.06%	19.53%	-7.55%	26.22%	4.69%
2024	10.24%	12.09%	26.70%	-3.08%	-6.04%	-8.53%	11.21%	16.42%	15.83%	-6.82%	-12.97%	-1.73%
2023	-	-	-	-	-	-	16.07%	19.94%	16.96%	2.75%	-2.41%	16.56%
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Performance and Valuation Metrics

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Metrics	2026-06-30	2026-03-31	2025-12-31	2025-09-30	2025-06-30	2025-03-31	2024-12-31	2024-09-30	2024-06-30	2024-03-31	2023-12-31	2023-09-30
Leverage & Debt
Interest Coverage TTM	-	-	-	-	-	4.99	2.49	1.75	1.15	0.86	0.68	0.97
Per Share Metrics
Diluted EPS TTM	8.96	9.13	13.04	7.40	7.72	6.75	6.34	6.39	5.52	3.78	2.60	3.62
Free Cash Flow Per Share TTM	-0.84	8.17	17.48	7.53	2.68	-12.18	-10.95	-11.99	-6.90	-2.45	-3.34	4.39
Dividend Per Share TTM	1.71	1.70	0.72	0.72	0.71	0.68	0.66	0.63	0.61	0.61	0.60	0.62
Margin Metrics
Gross Profit Margin TTM	95.48%	95.11%	94.72%	94.30%	94.00%	93.86%	93.86%	91.54%	91.48%	91.67%	92.06%	95.13%
Operating Profit Margin TTM	8.35%	8.33%	12.89%	7.94%	8.46%	7.58%	7.38%	7.80%	7.11%	5.09%	3.75%	4.72%
Net Profit Margin TTM	5.72%	5.67%	9.06%	5.50%	5.88%	5.26%	4.97%	5.28%	4.71%	3.25%	2.42%	3.30%
Growth Metrics
Net Revenue Growth (1Y)	20.63%	18.53%	14.35%	12.85%	14.19%	13.04%	14.71%	8.87%	5.59%	9.75%	12.41%	7.88%
Net Income Growth (1Y)	17.46%	27.60%	108.29%	17.55%	42.65%	83.28%	135.36%	73.99%	90.70%	12.19%	-6.43%	-42.81%
EPS Growth (1Y)	15.40%	25.48%	105.26%	15.46%	40.04%	82.26%	144.14%	77.13%	103.42%	19.58%	1.68%	-38.73%
Valuation Metrics
P/E TTM	10.97	9.73	5.09	8.97	7.71	7.97	9.03	7.09	7.77	9.60	14.02	9.27
P/B TTM	1.15	0.99	0.76	0.83	0.75	0.70	0.76	0.61	0.59	0.50	0.54	0.49
P/S TTM	0.63	0.55	0.46	0.49	0.45	0.42	0.45	0.37	0.37	0.31	0.34	0.31
Market Cap	1.13B	945.61M	754.77M	760.74M	675.30M	607.29M	643.66M	511.46M	476.98M	399.08M	424.47M	384.05M
Enterprise Value	1.09B	911.01M	716.37M	722.45M	637.68M	570.59M	610.51M	479.22M	443.77M	371.42M	395.63M	327.33M
Calculated Values
Free Cash Flow TTM	-9.00M	87.00M	183.56M	79.19M	28.19M	-127.43M	-113.32M	-123.94M	-71.30M	-25.52M	-35.87M	46.22M
Net Debt	-38.45M	-34.60M	-38.41M	-38.29M	-37.62M	-36.70M	-33.15M	-32.24M	-33.21M	-27.66M	-28.84M	-56.72M
Per-Share and Margin
EPS TTM
Adjusted EPS TTM
Cash Flow Per Share TTM
Pretax Margin TTM
Stock Comp to Revenue TTM
Turnover Ratios and Averages
Average Assets
Average Equity
Average Inventory
Average Receivables
Average Accounts Payables
Inventory Turnover TTM
Payables Turnover TTM
Days Inventory Outstanding TTM
Days Payables Outstanding TTM
Cash Conversion Cycle TTM
Working Capital to Revenue
Deferred Revenue to Revenue
Growth Rates
Total Assets Growth (1Y)
Total Assets Growth (3Y)
Total Assets Growth (5Y)
Dividends Paid Growth (1Y)
Dividends Paid Growth (3Y)
Dividends Paid Growth (5Y)
EPS Growth (3Y)
EPS Growth (5Y)
Net Income Growth (3Y)
Net Income Growth (5Y)
Net Profit Margin Growth (1Y)
Net Profit Margin Growth (3Y)
Net Profit Margin Growth (5Y)
Net Revenue Growth (3Y)
Net Revenue Growth (5Y)
Deferred Revenue Growth (1Y)
Retained Earnings Growth (1Y)
Credit, Liquidity, Returns, Payout
Cash Ratio
Net Working Capital
Debt to EBITDA TTM
Net Debt to EBITDA TTM
Net Debt to Equity
Altman A
Altman B
Altman C
Altman D
Altman E
Altman Z-Score
ROA TTM
ROE TTM
NOPAT TTM
ROIC TTM
Effective Tax Rate TTM
Payout Ratio TTM
Dilution Ratio
Retained Earnings to Equity
Treasury Stock to Equity
Treasury Stock Change (1Y)
Accrued to Current Liabilities
NCAV
NCAV Per Share TTM
Valuation Ratios
P/CF TTM
PEG Ratio
Dividend Yield TTM
Free Cash Flow Yield TTM
EV EBITDA TTM
EV EBIT TTM
EV Revenue TTM
EV FCF TTM
Stock Compensation TTM
Adjusted Net Income TTM
Billings TTM
Total Debt
Invested Capital

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Insider Transactions

2026-03-02Sale

Owner: Mcnamara, Dennis P

Title: Secretary

Shares: 4,673

Price/Share: $90.67

Value: $423,700.91

Shares Owned: 20,177

Relationship: Officer

Ownership: Direct

2025-11-28Purchase

Owner: Lowenthal, Robert S

Title: CEO

Shares: 11

Price/Share: $67.98

Value: $766.81

Shares Owned: 4,273

Relationship: Director,Officer

Ownership: Indirect

2025-11-28Purchase

Owner: Lowenthal, Albert G

Title: Chairman

Shares: 44

Price/Share: $67.98

Value: $2,994.52

Shares Owned: 16,680

Relationship: Director,Officer,TenPercentOwner

Ownership: Indirect

2025-08-05Sale

Owner: Mcnamara, Dennis P

Title: Secretary

Shares: 2,000

Price/Share: $73.81

Value: $147,620.00

Shares Owned: 21,766

Relationship: Officer

Ownership: Direct

2025-06-10Sale

Owner: Friedman, Paul M

Title: -

Shares: 3,500

Price/Share: $63.31

Value: $221,585.00

Shares Owned: 17,000

Relationship: Director

Ownership: Indirect

Filed Date	Owner	Relationship	Title	Ownership	Purchase/Sale	No. Shares	Price Per Share	Value	Shares Owned	Document Type
2026-03-02	Mcnamara, Dennis P	Officer	Secretary	Direct	Sale	4,673	90.67	$423,700.91	20,177	4
2025-11-28	Lowenthal, Robert S	Director,Officer	CEO	Indirect	Purchase	11	67.98	$766.81	4,273	5
2025-11-28	Lowenthal, Albert G	Director,Officer,TenPercentOwner	Chairman	Indirect	Purchase	44	67.98	$2,994.52	16,680	5
2025-08-05	Mcnamara, Dennis P	Officer	Secretary	Direct	Sale	2,000	73.81	$147,620.00	21,766	4
2025-06-10	Friedman, Paul M	Director	-	Indirect	Sale	3,500	63.31	$221,585.00	17,000	4
2025-06-06	Friedman, Paul M	Director	-	Indirect	Sale	3,000	63.11	$189,330.00	24,000	4
2024-11-22	Lowenthal, Albert G	Director,Officer,TenPercentOwner	CEO	Indirect	Purchase	48	61.85	$2,962.00	16,501	5
2024-11-22	Lowenthal, Robert S	Director	-	Indirect	Purchase	12	61.85	$758.90	4,228	5
2024-08-19	Behrens, Evan	Director	-	Direct	Sale	750	50.78	$38,085.00	4,125	4
2024-07-31	Mcnamara, Dennis P	Officer	Secretary	Direct	Sale	6,000	51.28	$307,680.00	20,681	4
2024-05-10	Behrens, Evan	Director	-	Direct	Sale	4,125	43.65	$180,056.25	4,875	4
2023-11-24	Lowenthal, Albert G	Director,Officer,TenPercentOwner	CEO	Indirect	Purchase	60	40.68	$2,433.07	16,282	5
2023-11-24	Lowenthal, Robert S	Director	-	Indirect	Purchase	15	40.68	$623.22	4,171	5
2023-09-01	Behrens, Evan	Director	-	Direct	Sale	5,000	38.43	$192,150.00	6,000	4
2023-03-03	Mcnamara, Dennis P	Officer	Secretary	Direct	Sale	12,120	44.52	$539,582.40	24,324	4
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Institutional Ownership

No data available for chart

2026-03-31

37.46%

Inst. Shares: 3,987,158

Shares Outstanding: 10,642,909

2025-12-31

36.87%

Inst. Shares: 3,872,775

Shares Outstanding: 10,502,853

2025-09-30

36.20%

Inst. Shares: 3,808,216

Shares Outstanding: 10,519,722

2025-06-30

34.32%

Inst. Shares: 3,610,434

Shares Outstanding: 10,520,219

2025-03-31

32.62%

Inst. Shares: 3,413,546

Shares Outstanding: 10,465,771

Date	Institutional Shares Owned	Shares Outstanding	Institutional Ownership %
2026-03-31	3,987,158	10,642,909	37.46%
2025-12-31	3,872,775	10,502,853	36.87%
2025-09-30	3,808,216	10,519,722	36.20%
2025-06-30	3,610,434	10,520,219	34.32%
2025-03-31	3,413,546	10,465,771	32.62%
2024-12-31	3,330,462	10,349,803	32.18%
2024-09-30	3,266,609	10,332,927	31.61%
2024-06-30	2,994,720	10,327,818	29.00%
2024-03-31	2,798,445	10,407,454	26.89%
2023-12-31	2,892,713	10,736,166	26.94%
2023-09-30	2,869,558	10,519,431	27.28%
2023-06-30	3,325,497	11,016,430	30.19%
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OPPENHEIMER HOLDINGS INC (OPY) — SEC Financial Statements & Analysis

OPPENHEIMER HOLDINGS INC (OPY) is a security brokers, dealers & flotation companies company, incorporated in DE. OPPENHEIMER HOLDINGS INC trades on NYSE as: OPY. Based on its latest SEC filing (Form 10-Q, period ending 2026-06-30), OPPENHEIMER HOLDINGS INC reported a 20.63% year-over-year revenue growth, a Gross Profit Margin of 95.48% (TTM), a Price-to-Sales (P/S) ratio of 0.63x (TTM), a Price-to-Book (P/B) ratio of 1.15x (TTM), at a market cap of $1.13B. Figures below are sourced from SEC EDGAR, as-filed.

Net Revenue TTM Growth 1Y: 20.63%
Gross Profit Margin TTM: 95.48%
P/S TTM: 0.63x
P/B TTM: 1.15x
Market Cap: $1.13B

Data as of 2026-06-30 · Source: SEC EDGAR

Frequently Asked Questions

What industry is OPPENHEIMER HOLDINGS INC in?

OPPENHEIMER HOLDINGS INC (OPY) operates in the Security Brokers, Dealers & Flotation Companies industry.

What is OPY's market cap?

OPPENHEIMER HOLDINGS INC (OPY) has a market capitalization of $1.13B as of 2026-06-30.

What is OPY's P/E ratio?

OPPENHEIMER HOLDINGS INC (OPY)'s trailing twelve month P/E ratio is 10.97x as of 2026-06-30.

What exchange does OPY trade on?

OPPENHEIMER HOLDINGS INC (OPY) trades on the NYSE.

Where is OPPENHEIMER HOLDINGS INC incorporated?

OPPENHEIMER HOLDINGS INC is incorporated in DE.