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Oppenheimer Holdings OPY Advisory Fees — Total revenue from contracts with customers
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Where this comes from
Reported directly by Oppenheimer Holdings in its filing.
Tagged under the XBRL concept us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax.
The source filing: Oppenheimer Holdings’s 10-Q, filed May 1, 2026.
- Filed
- Apr 30, 2026, 8:00 PM EDT
- Fiscal quarter
- Q1 FY2026
- Calendar quarter
- Q1 2026
- Accession
- 0001628280-26-029113
| (Expressed in thousands) | For the Three Months Ended March 31, 2026 / Reportable Segments / Wealth Management | For the Three Months Ended March 31, 2026 / Reportable Segments / Capital Markets | For the Three Months Ended March 31, 2026 / Reportable Segments / Corporate/Other | For the Three Months Ended March 31, 2026 / Reportable Segments / Total |
|---|---|---|---|---|
| Revenue from contracts with customers: | ||||
| Commissions from sales and trading | $51,567 | $67,941 | $14 | $119,522 |
| Mutual fund and insurance income | 8,811 | 1 | 7 | 8,819 |
| Advisory fees | 141,694 | — | 24 | 141,718 |
| Investment banking - capital markets | 3,935 | 30,521 | — | 34,456 |
| Investment banking - advisory | 268 | 62,996 | — | 63,264 |
| Bank deposit sweep income | 26,118 | — | — | 26,118 |
| Other | 4,211 | 48 | 1,216 | 5,475 |
Item 1. FINANCIAL STATEMENTS (UNAUDITED)
FAQ
- 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.
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