What is Oppenheimer Holdings's revenue?

Oppenheimer Holdings (OPY) generated $1.7B in revenue over the trailing twelve months, up 18.5% year over year.

Is Oppenheimer Holdings profitable?

Oppenheimer Holdings reported $97.2M in net income over the trailing twelve months, a 5.7% net margin.

What is Oppenheimer Holdings's earnings per share?

Oppenheimer Holdings's diluted EPS over the trailing twelve months is $8.39.

Where does Oppenheimer Holdings's income statement data come from?

Every line is extracted from Oppenheimer Holdings's SEC filings (10-K and 10-Q) and tagged in XBRL. Switch between quarterly, annual, and trailing-twelve-month views, or open any line for its full history and peer comparisons.

Oppenheimer Holdings OPY Income Statement

Income Statement Balance Sheet Cash Flow Ratios Segments

Quarterly Annual TTM

YoY

Simplified Detailed

	FY'25	FY'24	FY'23	FY'22
Total interest income	$152.98M+12.9%	$135.54M+29.6%	$104.55M+72.2%	$60.71M+66.4%
Total revenue	$1.64B+14.4%	$1.43B+14.7%	$1.25B+12.4%	$1.11B-20.3%
Compensation and benefits	$1.02B+8.5%	$936.81M+19.7%	$782.4M+5.6%	$740.83M-16.5%
Occupancy and equipment	$63.69M-0.3%	$63.85M-3.3%	$66M+10.2%	$59.9M-0.3%
Depreciation and amortization	$667K+90.6%	$350K—	$0—	$0-100%
Provision for credit losses	-$54K+76.1%	-$226K+43.6%	-$401K+86.4%	-$2.96M-529%
Impairment charges	$0—	$0—	$0—	——
Other operating expenses	$1.43B+7.5%	$1.33B+10.4%	$1.2B+12.8%	$1.07B-8.9%
Total operating expenses	$1.43B+7.5%	$1.33B+10.4%	$1.2B+12.8%	$1.07B-8.9%
Operating income	$211.19M+99.7%	$105.76M+126%	$46.77M+2.7%	$45.55M-79.7%
Operating margin	12.9%+5.5pp	7.4%+3.6pp	3.7%-0.4pp	4.1%-12.0pp
Interest expense	$86.56M-1.6%	$87.99M+28.3%	$68.6M+188%	$23.85M+142%
Other income (expense), net	——	$264.2M—	$0+100%	-$69.5M-2,713%
Income before income taxes	$211.19M+99.7%	$105.76M+126%	$46.77M+2.7%	$45.55M-79.7%
Income tax expense	$63.23M+83.2%	$34.51M+109%	$16.5M+22.7%	$13.44M-79.5%
Net income	$148.4M+107%	$71.56M+137%	$30.18M-6.7%	$32.35M-79.6%
Net margin	9.1%+4.1pp	5%+2.6pp	2.4%-0.5pp	2.9%-8.5pp
Net income attributable to noncontrolling interests	-$444K-43.2%	-$310K-433%	$93K+139%	-$241K—
Diluted earnings per share	$13.04+105%	$6.37+150%	$2.55+0.8%	$2.53-78.4%
Basic earnings per share	$14.13+104%	$6.91+142%	$2.85+3.3%	$2.76-78.1%
Weighted-average shares, diluted	45.5M+1.9%	44.6M-3.1%	46.1M-8.4%	50.3M-7.3%
Weighted-average shares, basic	42M+1.4%	41.4M-4.5%	43.4M-8.5%	47.4M-6.4%
Advisory fees	$555.44M+14.9%	$483.43M+16.5%	$414.99M-2.5%	$425.62M-5.7%
Sweep Interest Income From FDIC-Insured Bank Deposits	$114.81M-17.3%	$138.77M-19.7%	$172.81M+65.3%	$104.56M—
Other expenses	$126.51M+13.9%	$111.08M-34.2%	$168.81M+30.1%	$129.78M+18.2%
Amortization of capitalized software and acquired intangible assets	$667K+90.6%	$350K—	$0—	$0—
Amortization of notes receivable	$16.76M-7.5%	$18.12M+13.5%	$15.97M+16.2%	$13.74M+2.3%
Average interest rate (during the year) (as a percent)	——	——	——	——
Average amount outstanding (during the year)	——	——	——	——
Brokerage Commissions Revenue	$464.42M+13.4%	$409.71M+17.3%	$349.25M-5.7%	$370.38M-7.8%
Business Combination Contingent Consideration Arrangements Change In Amount Of Contingent Consideration Liability1	$0—	$0-100%	$1.4M—	$0—
Cash, Cash Equivalent, Restricted Cash, and Restricted Cash Equivalent, Period Increase (Decrease), Including Exchange Rate Effect and Discontinued Operation	$5.26M—	——	-$110.91M+45.6%	-$203.93M-167%
Cash dividend per common share (in dollars per share)	$0.72+9.1%	$0.66+10.0%	$0.600.0%	$0.60-56.8%
Communications And Information Technology	$105.77M+6.5%	$99.36M+8.8%	$91.32M+6.8%	$85.47M+6.2%
Comprehensive Income (Loss), Net of Tax, Attributable to Parent	$151.41M+112%	$71.33M+140%	$29.68M+0.5%	$29.54M-81.5%
Less: comprehensive income attributable to noncontrolling interest	-$444K-43.2%	-$310K-433%	$93K+139%	-$241K—
Comprehensive Income (Loss), Net of Tax, Including Portion Attributable to Noncontrolling Interest	$150.97M+113%	$71.02M+139%	$29.77M+1.6%	$29.3M-81.7%
Federal	$42.94M+93.0%	$22.25M+219%	$6.97M-63.1%	$18.86M-60.6%
Foreign	$1.13M-9.8%	$1.25M+33.4%	$937K-17.0%	$1.13M+338%
Current State And Local Tax Expense Benefit	$14.33M+92.1%	$7.46M+249%	$2.14M-73.5%	$8.07M-56.0%
Deferred bonus amounts	$18.7M—	——	$9.9M+6.5%	$9.3M-30.6%
Deferred Compensation Arrangement With Individual Compensation Expense	$32.6M-15.8%	$38.7M+15.2%	$33.6M+534%	$5.3M-71.2%
Federal	$3.52M+51.7%	$2.32M-55.4%	$5.21M+150%	-$10.42M-497%
Deferred Foreign Income Tax Expense Benefit	-$368K-1,015%	-$33K-110%	$331K-3.5%	$343K+110%
Deferred and other income taxes	——	——	——	-$14.62M—
State	$1.68M+32.8%	$1.26M+37.3%	$919K+120%	-$4.54M-674%
Defined contribution plan costs	$6.8M+38.8%	$4.9M+11.4%	$4.4M+2.3%	$4.3M0.0%
Defined Contribution Plan Maximum Annual Contributions Per Employee Amount	$23.5K+2.2%	$23K+2.2%	$22.5K+9.8%	$20.5K+5.1%
Dividends Cash	$7.6M+11.8%	$6.8M+4.6%	$6.5M-7.1%	$7M—
Effective tax rates	$0.3-8.3%	$0.33-7.6%	$0.35+19.7%	$0.3+1.0%
Income taxes at U.S. statutory rate of 21%	111%-7.3%	118.3%+18.8%	99.5%-11.7%	111.2%+6.8%
Executive compensation	——	——	——	——
Executive compensation	$4.91M+78.7%	$2.75M+81.4%	$1.51M-5.7%	$1.61M-59.4%
Interest income	-$222K-6.2%	-$209K+53.9%	-$453K—	——
Effective Income Tax Rate Reconciliation Nondeductible Expense Meals And Entertainment	——	——	——	——
Other	$0-100%	$0+200%	-$0-106%	$0.02+700%
Fine and penalties	——	——	——	——
Interest income	——	——	——	——
Transit and parking expenses	$505K+2.6%	$492K-1.8%	$501K—	——
Transit and parking expenses	——	——	——	——
Fine and penalties	$0-100%	$364K-87.3%	$2.86M—	——
Excess tax benefits associated with employee equity plans (in percent)	——	——	——	——
Excess tax benefits associated with employee equity plans	-$1.55M-131%	-$671K+49.1%	-$1.32M—	——
State income taxes – net of federal income tax benefit	——	——	——	——
Effective Income Tax Rate Reconciliation Tax Exempt Income	——	——	——	——
Compensation and employee benefits	$1.02B+8.5%	$936.81M+19.7%	$782.4M+5.6%	$740.83M—
Employee share plan issuance	$10.68M-23.5%	$13.95M+48.8%	$9.38M—	——
Fair Value Of Assets Acquired	$0-100%	$3.17M-52.5%	$6.66M—	$0—
Additions	——	$847K—	——	——
Floor Brokerage Exchange And Clearance Fees	$27.85M+0.7%	$27.64M+10.9%	$24.93M-2.5%	$25.57M+14.6%
Recognized in Income on Derivatives (pre-tax)	——	$3.08M—	——	$4.69M—
Income Loss From Continuing Operations Before Income Taxes Domestic	$214.44M+100%	$106.97M+155%	$41.93M—	——
Income Loss From Continuing Operations Before Income Taxes Foreign	-$3.25M-168%	-$1.21M-125%	$4.84M-37.1%	$7.7M+542%
Federal taxes	$34.36M+83.6%	$18.72M+62.5%	$11.52M—	——
Foreign	$1.68M+48.9%	$1.13M-8.5%	$1.23M—	——
State taxes	$10.1M+606%	$1.43M-81.7%	$7.83M—	——
Effective Income Tax Rate Reconciliation at Federal Statutory Income Tax Rate, Amount	$44.34M+99.8%	$22.19M+126%	$9.81M+3.3%	$9.5M-79.9%
Nondeductible per-diem paid to drivers	$974K+14.2%	$853K+17.5%	$726K—	——
Effective Income Tax Rate Reconciliation, Nondeductible Expense, Other, Amount	$74K+8.8%	$68K+143%	$28K-96.6%	$813K+162%
Effective Income Tax Rate Reconciliation, Other Adjustments, Amount	-$28K-119%	$147K-53.3%	$315K+129%	-$1.08M-152%
Effective Income Tax Rate Reconciliation, State and Local Income Taxes, Amount	$12.35M+74.9%	$7.06M+291%	$1.81M-42.0%	$3.11M-77.1%
Effective Income Tax Rate Reconciliation, Tax Exempt Income, Amount	$664K-25.0%	$885K+73.2%	$511K—	——
Income taxes paid	——	$21.27M+2.9%	$20.67M-44.9%	$37.51M-39.9%
Accounts payable and other current liabilities	——	-$47.16M—	——	——
Increase Decrease In Accrued Income Taxes Payable	$11.68M+195%	$3.96M—	——	-$9.41M—
Increase (Decrease) in Receivable from Broker-Dealer and Clearing Organization	——	-$43.22M—	——	$36.18M+208%
Increase (Decrease) in Deposit Assets	——	——	——	——
Drafts payable	——	——	——	$0—
Increase (Decrease) In Due From Employee Current And Noncurrent	——	$23.42M+10.9%	$21.11M+22.4%	$17.25M-18.8%
Accrued compensation and employee benefits	$23.88M—	——	——	——
Increase Decrease In Financial Instruments Sold Not Yet Purchased	——	——	-$21.09M-9.9%	-$19.19M+64.6%
Increase (Decrease) in Financial Instruments Used in Operating Activities	——	$313.73M—	——	-$135.91M-667%
Increase (Decrease) in Income Taxes Receivable	-$93K+98.4%	-$5.95M—	——	$0—
Increase (Decrease) in Other Operating Assets	$40.19M—	——	——	$3.44M—
Net change in unsettled security transactions	——	——	-$199.66M-256%	$127.95M—
Increase Decrease In Payables To Customers	——	——	-$92.64M—	——
Increase Decrease In Payables Under Repurchase Agreements	$65.44M—	——	$519.06M+546%	-$116.31M—
Increase Decrease In Receivable From Customers	$154.52M—	——	——	——
Add - Incremental shares under stock-based compensation plans (in shares)	$2.6M+8.4%	$2.4M+31.4%	$1.83M-7.9%	$1.99M-27.5%
Interest expense on bank call loans	$13.7M+38.4%	$9.9M+241%	$2.9M+61.1%	$1.8M+157%
Interest Income Operating	$152.98M+12.9%	$135.54M+29.6%	$104.55M+72.2%	$60.71M+66.4%
Interest Income Operating Paid In Kind	$234K—	——	$0—	——
Interest Paid, Excluding Capitalized Interest, Operating Activity	$86.91M-2.1%	$88.8M+29.8%	$68.4M+200%	$22.81M+126%
Capital markets and advisory	$266.39M+51.0%	$176.45M+50.0%	$117.67M-7.7%	$127.53M-70.7%
Settlement amount awarded	——	——	——	——
Cash Provided by (Used in) Financing Activity, Including Discontinued Operation	-$182.11M—	——	-$74.76M+70.6%	-$253.91M-400%
Cash Provided by (Used in) Investing Activity, Including Discontinued Operation	——	-$3.84M+75.3%	-$15.56M-0.3%	-$15.51M-148%
Cash Provided by (Used in) Operating Activity, Including Discontinued Operation	$188.75M—	——	——	$64.49M-71.7%
Net Income Loss Attributable To Noncontrolling Interest	-$444K-43.2%	-$310K-433%	$93K+139%	-$241K—
Operating lease right-of-use assets amortization expense	$26.1M0.0%	$26.1M-4.3%	$27.28M+1.8%	$26.8M+2.6%
Foreign currency translation gains (losses)	$3.01M—	——	——	-$3.06M-494%
Other Depreciation and Amortization	$10.98M+1.3%	$10.83M+9.2%	$9.92M+30.5%	$7.61M—
Membership and other income	$33.82M-0.3%	$33.92M+40.1%	$24.21M+2,076%	$1.11M-96.2%
Payments For Redemption For Debt	$0-100%	$113.05M—	$0—	$0—
Payments for Repurchase of Common Stock	$2.98M-69.0%	$9.6M-72.7%	$35.12M-42.1%	$60.64M+684%
Payments of Ordinary Dividends, Common Stock	$7.58M+10.7%	$6.85M+6.1%	$6.45M-8.4%	$7.04M-63.8%
Payment, Tax Withholding, Share-Based Payment Arrangement	$9.91M—	——	——	——
Payments to Acquire Businesses, Net of Cash Acquired	$0-100%	$2.35M-19.8%	$2.93M—	$0—
Payments to Acquire Property, Plant, and Equipment	$5.19M+0.9%	$5.15M-69.8%	$17.06M+3.4%	$16.49M+99.5%
Principal Transactions Revenue, Net	$50.21M-8.2%	$54.68M-16.3%	$65.35M+211%	$21.03M-12.3%
Company-owned life insurance	——	——	——	$19.85M—
Financing — other	——	$264.2M—	$0+100%	-$69.5M—
Net additions (releases) charged to costs and expenses	-$48K+65.0%	-$137K—	——	-$2.96M-198%
Revenue From Contract With Customer Excluding Assessed Tax	$1.42B+15.9%	$1.23B+14.7%	$1.07B+2.4%	$1.05B-20.6%
Revenue from contracts outside the scope of ASC Topic 606	$214.01M+5.2%	$203.45M+14.9%	$177.01M+178%	$63.78M-15.1%
Revenue Not from Contract with Customer, Other	$10.81M-18.3%	$13.23M+86.0%	$7.11M—	——
Segment Reporting, Other Segment Item, Amount	$410.37M+5.2%	$389.93M-7.1%	$419.66M+29.3%	$324.56M—
Stock-based compensation	$32.21M-29.2%	$45.51M+169%	$16.94M+6.4%	$15.91M-50.5%
Unrecognized tax benefits, settlements	$140K+137%	$59K-1.7%	$60K—	$0-100%
Interest expense and penalties, net (benefit)/charge recognized	$55K+1,733%	$3K-97.2%	$107K-38.2%	$173K+5.5%
Additions for tax positions of prior years	$823K+279%	$217K-3.1%	$224K-69.3%	$729K+113%
Unrecognized Tax Benefits Reductions Resulting From Lapse Of Applicable Statute Of Limitations	$411K+202%	$136K—	$0—	$0—
Valuation Allowance, Deferred Tax Asset, Increase (Decrease), Amount	$2.5M+47.1%	$1.7M-50.0%	$3.4M+240%	$1M—
EBIT	$211.19M+99.7%	$105.76M+126%	$46.77M+2.7%	$45.55M-79.7%
EBITDA	$222.19M+90.6%	$116.56M+106%	$56.69M+6.6%	$53.16M-77.1%
EBITDA	$222.19M+90.6%	$116.56M+106%	$56.69M+6.6%	$53.16M-77.1%
EBITDA margin	13.6%+5.4pp	8.1%+3.6pp	4.5%-0.2pp	4.8%-11.9pp
EBIT	$211.19M+99.7%	$105.76M+126%	$46.77M+2.7%	$45.55M-79.7%

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Questions, answered.

What is Oppenheimer Holdings's revenue?: Oppenheimer Holdings (OPY) generated $1.7B in revenue over the trailing twelve months, up 18.5% year over year.
Is Oppenheimer Holdings profitable?: Oppenheimer Holdings reported $97.2M in net income over the trailing twelve months, a 5.7% net margin.
What is Oppenheimer Holdings's earnings per share?: Oppenheimer Holdings's diluted EPS over the trailing twelve months is $8.39.
Where does Oppenheimer Holdings's income statement data come from?: Every line is extracted from Oppenheimer Holdings's SEC filings (10-K and 10-Q) and tagged in XBRL. Switch between quarterly, annual, and trailing-twelve-month views, or open any line for its full history and peer comparisons.