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Oppenheimer Holdings Inc. operates as a middle-market investment bank and full-service broker-dealer in the Americas, Europe, the Middle East, and Asia. The company offers brokerage services covering exchange-traded and over-the-counter corporate equity and debt securities. It also provides asset management services, including separately managed accounts, mutual fund managed accounts.
Roles derived from SEC Form 4 filings.
Actuals from SEC filings; YoY vs the year-ago quarter. Analyst estimates & surprise require a data feed (coming soon).
| Line item | FY2020 | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 |
|---|---|---|---|---|---|---|
| Revenue | $1.2B | $1.4B | $1.1B | $1.2B | $1.4B | $1.6B |
| Gross profit | — | — | — | — | — | — |
| Operating income | $169.0M | $224.6M | $45.6M | $46.8M | $105.8M | $211.2M |
| Net income | $123.0M | $159.0M | $32.4M | $30.2M | $71.6M | $148.4M |
| Diluted EPS | $9.30 | $11.70 | $2.57 | $2.59 | $6.37 | $13.04 |
| Operating cash flow | -$54.1M | $227.8M | $64.5M | -$18.8M | -$108.2M | $188.8M |
| Free cash flow | -$58.6M | $219.5M | $48.2M | -$35.9M | -$113.3M | $183.6M |
| Gross margin | — | — | — | — | — | — |
| Operating margin | 14.1% | 16.1% | 4.1% | 3.7% | 7.4% | 12.9% |
| Net margin | 10.3% | 11.4% | 2.9% | 2.4% | 5.0% | 9.1% |
| Line item | Q2 '24 | Q3 '24 | Q4 '24 | Q1 '25 | Q2 '25 | Q3 '25 | Q4 '25 | Q1 '26 |
|---|---|---|---|---|---|---|---|---|
| Revenue | $330.6M | $373.4M | $375.4M | $367.8M | $373.2M | $424.4M | $472.6M | $445.1M |
| Gross profit | — | — | — | — | — | — | — | — |
| Operating income | $15.9M | $35.4M | $17.1M | $41.4M | $32.2M | $31.6M | $106.0M | -$27.0M |
| Net income | $10.3M | $24.5M | $10.7M | $30.7M | $21.7M | $21.7M | $74.4M | -$20.6M |
| Diluted EPS | $0.92 | $2.16 | $0.92 | $2.72 | $1.91 | $1.90 | $6.51 | -$1.93 |
| Operating cash flow | -$115.3M | $11.4M | $74.7M | -$91.7M | $40.1M | $63.4M | $177.0M | -$190.0M |
| Free cash flow | -$116.7M | $11.2M | $71.5M | -$93.4M | $38.9M | $62.2M | $175.8M | -$190.0M |
| Gross margin | — | — | — | — | — | — | — | — |
| Operating margin | 4.8% | 9.5% | 4.5% | 11.2% | 8.6% | 7.5% | 22.4% | -6.1% |
| Net margin | 3.1% | 6.6% | 2.9% | 8.3% | 5.8% | 5.1% | 15.7% | -4.6% |
Consensus revenue & EPS estimates and price targets will appear here once a forward-estimates data feed is connected.
| Date | Insider | Type | Shares | Price | Value | Filing |
|---|---|---|---|---|---|---|
| 2026-03-02 | McNAMARA DENNIS P· Secretary | Sale | 4,673 | $90.67 | $423,700.91 | filing |
| 2026-02-26 | Glasser Teresa | J | 1,400 | — | — | filing |
| 2026-02-26 | ROTH R LAWRENCE | J | 1,400 | — | — | filing |
| 2026-02-26 | Spaulding Suzanne | J | 1,400 | — | — | filing |
| 2026-02-26 | Dwyer Timothy Martin | J | 1,400 | — | — | filing |
| 2026-02-26 | BEHRENS EVAN | J | 1,400 | — | — | filing |
| 2026-02-26 | Kanter Stacy J. | J | 1,400 | — | — | filing |
| 2026-02-26 | Friedman Paul M | J | 1,400 | — | — | filing |
| 2026-01-28 | Lowenthal Robert S | J | 35,505 | — | — | filing |
| 2026-01-28 | LOWENTHAL ALBERT G· CEO | J | 55,725 | — | — | filing |
| 2026-01-28 | McNAMARA DENNIS P· Secretary | J | 3,084 | — | — | filing |
| 2025-09-22 | Spaulding Suzanne | J | 3,000 | — | — | filing |
| 2025-08-05 | McNAMARA DENNIS P· Secretary | Sale | 2,000 | $73.81 | $147,620.00 | filing |
Latest 13 transactions.
Fundamentals & filings from SEC EDGAR. Prices adjusted for splits & dividends. Not investment advice.