What is Oppenheimer Holdings's market cap?

Oppenheimer Holdings (OPY) has a market capitalization of $1.2B and trades on NYSE.

What is Oppenheimer Holdings's revenue and profitability?

Oppenheimer Holdings generated $1.7B in trailing twelve-month revenue with net income of $97.2M, representing a net margin of 5.7%, with free cash flow of $87.0M. These figures are based on the Q1 2026 filing.

Who are Oppenheimer Holdings's competitors?

Oppenheimer Holdings's key competitors include Goldman Sachs, Morgan Stanley, Stifel Financial, and others. These companies compete in similar markets and product categories.

Who does Oppenheimer Holdings partner with?

Oppenheimer Holdings's notable partners include FINRA, Euroclear, Global Prime Partners Ltd., and others.

What subsidiaries does Oppenheimer Holdings have?

Oppenheimer Holdings's subsidiaries include Oppenheimer & Co. Inc., Oppenheimer Asset Management Inc., Oppenheimer Trust Company of Delaware Inc., and others.

Where is Oppenheimer Holdings headquartered?

Oppenheimer Holdings is headquartered in United States of America and employs approximately 2,951 people. It has been publicly traded since 1986.

Oppenheimer Holdings

OPY

Oppenheimer Holdings, Inc. is a leading middle-market investment bank and full-service broker-dealer providing a broad range of financial services.

Market cap

$1.2B+50.2%

Revenue$1.7B+18.5%

Net income$97.2M+27.6%

Free cash flow$87.0M+124%

EPS (diluted)$8.39+24.9%

Trailing twelve months · change vs. prior year

Table of contents

Earnings

Q1 2026 report

May 1, 2026

Revenue$445.1M EPS$4.21

Read the full report

Next report

Jul 31, 2026 (Tomorrow)

Financials

Q1 2026

Income statement

See full

Revenue$445.1M+21.0%

Operating income-$27.0M-165%

Net income-$20.6M-167%

EPS (diluted)-$1.93-171%

Balance sheet

See full

Cash & equivalents$34.6M-5.7%

Total debt$147.5M-14.0%

Total equity$952.4M+9.2%

Total assets$3.8B+6.8%

Cash flow

See full

Operating cash flow-$190.0M-107%

CapEx--100%

Free cash flow-$190.0M-103%

Valuation & ratios

Valuation

See full

Market cap$1.18B+50.2%

Enterprise value$1.29B+42.4%

P/E12.1×+3.2×

P/S0.7×+0.2×

Profitability

See full

Operating margin8.3%+0.7pp

Net margin5.7%+0.4pp

FCF margin5.1%—

Returns & leverage

See full

Return on equity10.7%+1.6pp

Debt / equity0.2×0.0×

Segments

By product

See full

Advisory Fees$141.7M+10.0%

Commissions from sales and trading$119.5M+16.3%

Investment banking - advisory$63.3M+144%

Investment Banking, Capital Markets$34.5M+59.1%

Bank Deposit Sweep Income$26.1M-13.2%

By geography

See full

Americas$423.0M+19.3%

Europe/Middle East$21.4M+72.9%

Asia$701.0K-8.2%

By segment

See full

Wealth Management$253.7M+4.8%

Competitors

By market cap

Morgan Stanley$337.29B+48.1%

Goldman Sachs Group$309.24B+39.3%

Charles Schwab Corporation$181.18B+1.8%

Stifel Financial$12.5B+8.8%

Oppenheimer Holdings$1.2B+50.4%

Dominari Holdings Inc.$56.1M-27.1%

COH

Cohen & Company$33.8M+33.6%

BCG

Binah Capital Group, Inc.$23.0M-37.2%

By revenue growth

Charles Schwab Corporation+20.3%

Oppenheimer Holdings+18.5%

Morgan Stanley+18.0%

Goldman Sachs Group+17.8%

Stifel Financial+15.4%

By net margin

Charles Schwab Corporation38.79%+5.1pp

Goldman Sachs Group31.68%+4.0pp

Morgan Stanley22.76%+0.4pp

Stifel Financial16.11%+4.2pp

Oppenheimer Holdings5.66%+0.4pp

Profile

Oppenheimer Holdings, Inc. is a leading middle-market investment bank and full-service broker-dealer providing a broad range of financial services. The company offers wealth management, institutional sales and trading, investment banking, and asset management to high-net-worth individuals, families, and corporate and institutional clients. Its core value proposition centers on providing tailored strategic advice and comprehensive access to global capital markets through a network of experienced financial professionals.

Competitive position

A leading middle-market investment bank and full-service broker-dealer with a global footprint and a flat management structure that emphasizes senior-level attention.

GeographiesUnited States, United Kingdom, Israel, Hong Kong, Switzerland

Customer segmentsHigh-net-worth individuals, Institutional investors, Middle-market corporations, Municipalities

Business modelCommission-based brokerage, Asset-based fee advisory, Transaction-based investment banking, Principal trading, SaaS

SuppliersPublic utilities, Technology infrastructure vendors, Market data providers, Clearing corporations, Custodian banks

CustomersRetail investors, High-net-worth families, Corporate issuers, Institutional asset managers, Public pension funds, Non-profit organizations

CountryUnited States of America

Listed1986

Employees3.0K

CEORobert Steven Lowenthal

SectorFinancial Services

IndustryFinancial - Capital Markets

Websiteoppenheimer.com

FilingsSEC EDGAR

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Questions, answered.

What is Oppenheimer Holdings's market cap?: Oppenheimer Holdings (OPY) has a market capitalization of $1.2B and trades on NYSE.
What is Oppenheimer Holdings's revenue and profitability?: Oppenheimer Holdings generated $1.7B in trailing twelve-month revenue with net income of $97.2M, representing a net margin of 5.7%, with free cash flow of $87.0M. These figures are based on the Q1 2026 filing.
Who are Oppenheimer Holdings's competitors?: Oppenheimer Holdings's key competitors include Goldman Sachs, Morgan Stanley, Stifel Financial, and others. These companies compete in similar markets and product categories.
Who does Oppenheimer Holdings partner with?: Oppenheimer Holdings's notable partners include FINRA, Euroclear, Global Prime Partners Ltd., and others.
What subsidiaries does Oppenheimer Holdings have?: Oppenheimer Holdings's subsidiaries include Oppenheimer & Co. Inc., Oppenheimer Asset Management Inc., Oppenheimer Trust Company of Delaware Inc., and others.
Where is Oppenheimer Holdings headquartered?: Oppenheimer Holdings is headquartered in United States of America and employs approximately 2,951 people. It has been publicly traded since 1986.