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Oppenheimer Holdings OPY Wealth Management — Revenue Not from Contract with Customer

Other segment segments

Capital Markets
$27.45M+14.9%

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

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 wealth management — revenue not from contract with customer?
Oppenheimer Holdings (OPY) reported wealth management — revenue not from contract with customer of $17.08M in Q1 2026.
How has Oppenheimer Holdings's wealth management — revenue not from contract with customer changed year-over-year?
Oppenheimer Holdings's wealth management — revenue not from contract with customer decreased by 9.6% year-over-year, from $18.9M to $17.08M.
What does wealth management — revenue not from contract with customer mean?
This metric represents revenue earned by the Wealth Management segment that is outside the scope of standard customer service contracts, such as investment gains on proprietary assets or specific regulatory-related income. It distinguishes non-contractual earnings from the core fee-based business model. This provides insight into the segment's diversified income sources beyond client-facing services.