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Oppenheimer Holdings OPY Advisory Fees — Total revenue from contracts with customers

Other product segments

Commissions from sales and trading
$119.52M+16.3%
Investment banking - advisory
$63.26M+144%
Investment Banking, Capital Markets
$34.46M+59.1%
Bank Deposit Sweep Income
$26.12M-13.2%
Mutual fund and insurance income
$8.82M+8.2%
Other
$5.48M-19.1%

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AMPAdvisory fees — Revenue from contracts with customers
$1.8B+18.6%
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EVRAdvisory Fees — Revenue
$1.24B+123%
Hamilton Lane logo
HLNEAdvisory — Total revenues
$4.75M-13.5%
StoneX Group Inc. logo
SNEXAdvisory and consulting fees — Revenue
$10M+8.7%
Northern Trust logo
NTRSInvestment Management and Advisory — Revenue from Contract with Customer, Excluding Assessed Tax
$717.5M+10.8%
Cohen & Steers logo
CNSInvestment advisory and administration fees — Total Revenue
$136.83M+7.9%

Other financials

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

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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

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Operating cash flow-$190.0M-107%
CapEx--100%
Free cash flow-$190.0M-103%

Valuation

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Market cap$1.12B+69.7%
Enterprise value$1.24B+55.1%
P/E11.6×+2.9×
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×

Where this comes from

Reported directly by Oppenheimer Holdings in its filing.

Tagged under the XBRL concept us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax.

The official record: Oppenheimer Holdings’s 10-Q, filed May 1, 2026, on SEC EDGAR. View the filing →

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Questions, answered.

What is Oppenheimer Holdings's advisory fees — total revenue from contracts with customers?
Oppenheimer Holdings (OPY) reported advisory fees — total revenue from contracts with customers of $141.72M in Q1 2026.
How has Oppenheimer Holdings's advisory fees — total revenue from contracts with customers changed year-over-year?
Oppenheimer Holdings's advisory fees — total revenue from contracts with customers increased by 10.0% year-over-year, from $128.8M to $141.72M.
What is the long-term trend for Oppenheimer Holdings's advisory fees — total revenue from contracts with customers?
Over 4 years (2021 to 2025), Oppenheimer Holdings's advisory fees — total revenue from contracts with customers has grown at a 5.3% compound annual growth rate (CAGR), from $451.2M to $555.44M.
What does advisory fees — total revenue from contracts with customers mean?
This metric represents the total revenue generated from investment advisory and asset management services provided to clients. It reflects the fees earned for managing assets, providing financial planning, or offering strategic investment advice, typically calculated as a percentage of assets under management or through fixed-fee arrangements. This revenue stream is a key indicator of the firm's ability to attract and retain client capital and provide ongoing value-added services.