What is Oppenheimer Holdings's wealth management — other?

Oppenheimer Holdings (OPY) reported wealth management — other of -$2.89M in Q1 2026.

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

Oppenheimer Holdings's wealth management — other decreased by 44.4% year-over-year, from -$2M to -$2.89M.

What does wealth management — other mean?

This metric aggregates miscellaneous revenue sources within the Wealth Management segment that do not fall under standard contract-based fees or interest income. It may include ancillary service charges, referral fees, or other non-recurring income streams. Monitoring this helps identify secondary revenue drivers that supplement core brokerage and advisory operations.

Oppenheimer Holdings (OPY) Wealth Management — Other

Screener

Other segment segments

Capital Markets

$292K-0.7%

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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

See full

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

See full

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:RevenueNotFromContractWithCustomerOther.

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 — other?: Oppenheimer Holdings (OPY) reported wealth management — other of -$2.89M in Q1 2026.
How has Oppenheimer Holdings's wealth management — other changed year-over-year?: Oppenheimer Holdings's wealth management — other decreased by 44.4% year-over-year, from -$2M to -$2.89M.
What does wealth management — other mean?: This metric aggregates miscellaneous revenue sources within the Wealth Management segment that do not fall under standard contract-based fees or interest income. It may include ancillary service charges, referral fees, or other non-recurring income streams. Monitoring this helps identify secondary revenue drivers that supplement core brokerage and advisory operations.