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Oppenheimer Holdings OPY Total Liabilities & Equity

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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:LiabilitiesAndStockholdersEquity.

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
Line itemMarch 31, 2026December 31, 2025
Common stock ($0.001 par value per share): Class A: shares authorized: 50,000,000; shares issued and outstanding: 10,608,340 and 10,387,575 as of March 31, 2026 and December 31, 2025, respectivelyClass B: shares authorized, issued and outstanding: 99,665 as of March 31, 2026 and December 31, 20251110
Additional paid-in capital23,59732,703
Retained earnings924,908947,413
Accumulated other comprehensive income3,9103,697
Total Oppenheimer Holdings Inc. stockholders' equity952,426983,823
Non-controlling interest (Note 2)13,21513,206
Total Stockholders' equity965,641997,029
Total Liabilities and Stockholders' Equity$3,815,278$3,722,415

Item 1. FINANCIAL STATEMENTS (UNAUDITED)

FAQ

What is Oppenheimer Holdings's total liabilities & equity?
Oppenheimer Holdings (OPY) reported total liabilities & equity of $3.82B in Q1 2026.
How has Oppenheimer Holdings's total liabilities & equity changed year-over-year?
Oppenheimer Holdings's total liabilities & equity increased by 6.8% year-over-year, from $3.57B to $3.82B.
What is the long-term trend for Oppenheimer Holdings's total liabilities & equity?
Over 5 years (2020 to 2025), Oppenheimer Holdings's total liabilities & equity has grown at a 6.5% compound annual growth rate (CAGR), from $2.71B to $3.72B.
What does total liabilities & equity mean?
Total assets = total liabilities + total equity. This must always balance — a fundamental accounting identity.

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