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Advisory fees at other companies

Ameriprise Financial logo
Ameriprise FinancialAMP
$1.8B+18.6%
Jackson Financial logo
Jackson FinancialJXN
$2B+0.6%
FS KKR Capital Corp. logo
FS KKR Capital Corp.FSK
$0
Evercore logo
EvercoreEVR
$1.24B+123%
LPL Financial Holdings logo
LPL Financial HoldingsLPLA
$2.62B+54.8%
Burke & Herbert Financial Services Corp. logo
Burke & Herbert Financial Services Corp.BHRB
$669.25K+12.2%

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 opy:InvestmentAdvisoryFeeRevenue.

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 advisory fees?
Oppenheimer Holdings (OPY) reported advisory fees of $141.72M in Q1 2026.
How has Oppenheimer Holdings's advisory fees changed year-over-year?
Oppenheimer Holdings's advisory fees increased by 10.0% year-over-year, from $128.8M to $141.72M.
What is the long-term trend for Oppenheimer Holdings's advisory fees?
Over 4 years (2021 to 2025), Oppenheimer Holdings's advisory fees has grown at a 5.3% compound annual growth rate (CAGR), from $451.2M to $555.44M.
What does advisory fees mean?
Revenue earned from providing ongoing investment management and advisory services to clients, typically calculated as a percentage of assets under management. This represents a recurring, stable income stream that is less sensitive to short-term market volatility than transaction-based revenue.