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Oppenheimer Holdings OPY Wealth Management Segment — Operating Income (Loss)

Other segment segments

Capital Markets
$56.17M+242%

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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:OperatingIncomeLoss.

The official record: Oppenheimer Holdings’s 10-K, filed February 26, 2026, on SEC EDGAR. View the filing →

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Questions, answered.

What is Oppenheimer Holdings's wealth management segment — operating income (loss)?
Oppenheimer Holdings (OPY) reported wealth management segment — operating income (loss) of $73.02M in Q4 2025.
How has Oppenheimer Holdings's wealth management segment — operating income (loss) changed year-over-year?
Oppenheimer Holdings's wealth management segment — operating income (loss) increased by 9.9% year-over-year, from $66.43M to $73.02M.
What is the long-term trend for Oppenheimer Holdings's wealth management segment — operating income (loss)?
Over 2 years (2023 to 2025), Oppenheimer Holdings's wealth management segment — operating income (loss) has grown at a 15.6% compound annual growth rate (CAGR), from $218.54M to $292.07M.
What does wealth management segment — operating income (loss) mean?
This metric represents the profitability of the wealth management business segment after accounting for direct operating expenses and compensation costs. It measures the core earnings power of the firm's advisory, brokerage, and asset management services provided to private clients. Investors use this to evaluate the operational efficiency and margin performance of the wealth management division relative to its revenue generation.