What is Oppenheimer Holdings's wealth management — interest?

Oppenheimer Holdings (OPY) reported wealth management — interest of $20.86M in Q1 2026.

How has Oppenheimer Holdings's wealth management — interest changed year-over-year?

Oppenheimer Holdings's wealth management — interest decreased by 2.9% year-over-year, from $21.49M to $20.86M.

What does wealth management — interest mean?

This metric captures the net interest income generated by the Wealth Management segment, typically derived from cash balances, margin lending, and other interest-bearing assets held in client accounts. It reflects the segment's sensitivity to interest rate environments and the effectiveness of its cash management strategies. This is a key component of the segment's non-fee-based revenue stream.

Oppenheimer Holdings (OPY) Wealth Management — Interest

Screener

Other segment segments

Capital Markets

$16.01M+36.4%

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FNBWealth Management — Interest Income

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HWBKWealth Management — Interest Income

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OFGWealth Management — Interest Income

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Other financials

Income statement

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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$1.2B+60.0%

Enterprise value$1.31B+49.5%

P/E12.3×+3.8×

P/S0.7×+0.2×

Profitability

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Operating margin8.3%+0.7pp

Net margin5.7%+0.4pp

FCF margin5.1%—

Returns & leverage

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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:InterestIncomeOperating.

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
Other	4,211	48	1,216	5,475
Total revenue from contracts with customers	236,604	161,507	1,261	399,372
Other sources of revenue:
Interest	20,863	15,418	1,250	37,531
Principal transactions, net	(897)	11,905	(221)	10,787
Other	(2,890)	292	3	(2,595)
Total other sources of revenue	17,076	27,615	1,032	45,723
Total revenue	$253,680	$189,122	$2,293	$445,095

Item 1. FINANCIAL STATEMENTS (UNAUDITED)

FAQ

What is Oppenheimer Holdings's wealth management — interest?: Oppenheimer Holdings (OPY) reported wealth management — interest of $20.86M in Q1 2026.
How has Oppenheimer Holdings's wealth management — interest changed year-over-year?: Oppenheimer Holdings's wealth management — interest decreased by 2.9% year-over-year, from $21.49M to $20.86M.
What does wealth management — interest mean?: This metric captures the net interest income generated by the Wealth Management segment, typically derived from cash balances, margin lending, and other interest-bearing assets held in client accounts. It reflects the segment's sensitivity to interest rate environments and the effectiveness of its cash management strategies. This is a key component of the segment's non-fee-based revenue stream.