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Oppenheimer Holdings OPY Wealth Management — Other Segment Items

Other segment segments

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$41.04M+0.1%

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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$1.22B+57.9%
Enterprise value$1.34B+48.0%
P/E12.6×+3.7×
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:SegmentReportingOtherItemAmount.

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)Wealth ManagementCapital MarketsCorporate/OtherTotal
Revenue$253,680$189,122$2,293$445,095
Less :
Compensation expenses (1)155,800112,63927,562296,001
Other segment items (2)54,32641,04280,727176,095
Pre-tax income (loss)$43,554$35,441$(105,996)$(27,001)

Item 1. FINANCIAL STATEMENTS (UNAUDITED)

FAQ

What is Oppenheimer Holdings's wealth management — other segment items?
Oppenheimer Holdings (OPY) reported wealth management — other segment items of $54.33M in Q1 2026.
How has Oppenheimer Holdings's wealth management — other segment items changed year-over-year?
Oppenheimer Holdings's wealth management — other segment items decreased by 0.3% year-over-year, from $54.47M to $54.33M.
What is the long-term trend for Oppenheimer Holdings's wealth management — other segment items?
Over 3 years (2022 to 2025), Oppenheimer Holdings's wealth management — other segment items has grown at a 1.5% compound annual growth rate (CAGR), from $194.99M to $203.64M.
What does wealth management — other segment items mean?
This metric captures miscellaneous operating expenses or income adjustments unique to the Wealth Management segment that are not classified as direct compensation. It may include technology costs, occupancy expenses, or administrative overhead allocated to the segment. Tracking these items is essential for understanding the underlying cost structure and non-personnel operational burdens.

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