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Oppenheimer Holdings Inc. operates as a middle-market investment bank and full-service broker-dealer. It provides brokerage services covering corporate equity and debt securities, money market instruments, exchange-traded options, municipal bonds, mutual funds, exchange-traded funds, certain precious metals, and unit investment trusts; financial and wealth planning services; and margin lending services. The company also offers asset management services, including separately managed accounts, mutual fund managed accounts, discretionary portfolio management programs, non-discretionary investment advisory and consultation services, alternative investments, portfolio enhancement programs, and institutional taxable fixed income portfolio management strategies and solutions, as well as taxable and non-taxable fixed income portfolios and strategies. In addition, it provides investment banking services, such as strategic advisory services and capital markets products; merger and acquisition, equities capital market, debt capital market, debt advisory and restructuring, and fund placement services; and institutional equity sales and trading, equity research, equity derivatives and index options, convertible bonds, event driven sales and trading, and portfolio and electronic trading, as well as provides custody, clearing, and prime services. Further, the company offers institutional fixed income sales and trading, fixed income research, public finance, and municipal trading services; and proprietary trading and investment activities. Additionally, it provides underwriting, market-making, trust, and discount services, as well as a cloud-based financial market. The company serves high-net-worth individuals and families, corporate executives, public and private businesses, institutions and corporations, governments, financial sponsors, and domestic and international investors. The company was founded in 1881 and is headquartered in New York, New York.
Source: TradingView
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A unique technical analysis driven score developed by Kalkine showing momentum in stock prices based on select technical indicators identified.
Oppenheimer Holdings is a diversified financial services firm offering wealth management, investment banking, capital markets and asset management to individuals and institutions. Long-term growth could be supported by rising assets under management, expanded advisory and capital markets activity, and investments in digital distribution, making its diversified fee mix attractive for investors seeking exposure to client-driven revenue.
Key risks include market-sensitive revenue cyclicality, competition from larger firms and independents, regulatory and compliance exposure, and potential client outflows.
Note: The summary and risk score provided above is created by AI and should not be construed as a recommendation of Kalkine.
| Breakdown | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|
| Type | yearly | yearly | yearly | yearly | yearly |
| Date | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
| Income before tax | 211.19M | 105.76M | 46.77M | 45.55M | 224.64M |
| Minority interest | 0.44M | 0.31M | 0.43M | 0.24M | - |
| Net income | 148.40M | 71.56M | 30.18M | 32.35M | 158.96M |
| Selling general administrative | 470.37M | 163.21M | 157.32M | 145.37M | 140.59M |
| Selling and marketing expenses | - | - | 675.11M | - | - |
| Gross profit | 837.87M | 468.04M | 441.50M | 344.55M | 484.89M |
| Reconciled depreciation | 37.74M | 37.28M | 35.92M | 34.41M | 34.12M |
| Ebit | 277.61M | 193.75M | 115.37M | 34.99M | 200.38M |
| Ebitda | 315.35M | 231.03M | 152.57M | 69.40M | 234.50M |
| Depreciation and amortization | 37.74M | 37.28M | 37.20M | 34.41M | 34.12M |
| Operating income | 367.50M | 304.83M | 284.18M | 34.99M | 200.38M |
| Other operating expenses | 1270.57M | 1127.67M | 964.65M | 911.76M | 1049.73M |
| Interest expense | 88.59M | 87.99M | 68.60M | 23.85M | 9.86M |
| Tax provision | 63.23M | 34.51M | 18.15M | 13.44M | 65.68M |
| Interest income | 86.56M | 87.99M | 68.60M | 23.85M | 9.86M |
| Net interest income | -86.56M | -87.99M | -61.04M | -23.85M | -9.86M |
| Non recurring | - | - | - | - | 9.86M |
| Income tax expense | 63.23M | 34.51M | 16.50M | 13.44M | 65.68M |
| Total revenue | 1638.07M | 1432.50M | 1248.83M | 1110.94M | 1394.04M |
| Total operating expenses | 470.37M | 163.21M | 157.32M | 145.37M | 140.59M |
| Cost of revenue | 800.20M | 964.46M | 807.32M | 766.39M | 909.15M |
| Total other income expense net | -156.31M | -199.07M | -237.41M | 10.56M | 24.26M |
| Net income from continuing ops | 147.96M | 71.25M | 41.06M | 32.11M | 158.96M |
| Net income applicable to common shares | 148.40M | 71.56M | 30.18M | 32.35M | 158.96M |
| Breakdown | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|
| Type | yearly | yearly | yearly | yearly | yearly |
| Date | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
| Total assets | 3722.41M | 3382.73M | 2874.82M | 2714.39M | 3043.25M |
| Intangible assets | 35.04M | 35.71M | 34.34M | 32.10M | 32.10M |
| Other current assets | 1287.11M | 1114.51M | 768.09M | 278.95M | 194.73M |
| Total liab | 2725.39M | 2532.33M | 2085.58M | 1893.97M | 2090.22M |
| Total stockholder equity | 983.82M | 850.39M | 789.17M | 794.23M | 823.20M |
| Deferred long term liab | - | - | - | - | 44.02M |
| Other current liab | 437.00M | 376.15M | 446.19M | 393.76M | 648.33M |
| Common stock | 0.01M | 0.01M | 0.01M | 0.01M | 36.44M |
| Capital stock | 0.01M | 0.01M | 0.01M | 0.01M | 36.44M |
| Retained earnings | 947.41M | 819.96M | 756.47M | 764.18M | 740.93M |
| Other liab | - | - | - | 33.14M | 44.25M |
| Good will | 143.61M | 143.61M | 142.16M | 137.89M | 137.89M |
| Other assets | 18.35M | - | -2182.51M | 1086.58M | 2185.93M |
| Cash | 38.41M | 33.15M | 28.84M | 112.43M | 213.76M |
| Cash and equivalents | 38.41M | 33.15M | 28.84M | 112.43M | 213.76M |
| Total current liabilities | 510.60M | 445.88M | 529.00M | 791.97M | 724.98M |
| Net debt | 590.06M | 654.44M | 564.73M | 681.80M | 704.36M |
| Short term debt | 1136.00M | 1247.98M | 693.27M | 296.00M | 124.07M |
| Short long term debt total | 628.47M | 687.59M | 593.57M | 794.24M | 918.12M |
| Other stockholder equity | 32.70M | 29.73M | 31.77M | 28.63M | 41.60M |
| Property plant equipment | 151.51M | 172.01M | 184.43M | 179.37M | 178.16M |
| Total current assets | 3059.94M | 2727.44M | 2211.35M | 1857.72M | 1853.83M |
| Long term investments | 71.30M | 92.60M | 111.77M | 322.87M | 635.44M |
| Net tangible assets | - | - | - | 624.24M | 604.97M |
| Short term investments | - | - | - | - | 0.94M |
| Net receivables | 1734.42M | 1579.77M | 1414.43M | 1466.34M | 1445.34M |
| Long term debt | 473.54M | 514.27M | 1050.67M | 113.43M | 124.07M |
| Inventory | - | - | -2211.26M | - | - |
| Accounts payable | 73.60M | 65.76M | 82.81M | 102.20M | 76.66M |
| Noncontrolling interest in consolidated entity | - | - | - | - | 2.07M |
| Accumulated other comprehensive income | 3.70M | 0.69M | 0.91M | 1.42M | 4.22M |
| Common stock total equity | - | - | - | - | 72.88M |
| Retained earnings total equity | - | - | - | - | 740.93M |
| Non currrent assets other | 261.02M | 211.36M | 190.76M | 152.20M | 205.84M |
| Non current assets total | 662.48M | 655.29M | 663.47M | 856.67M | 1189.42M |
| Capital lease obligations | 154.93M | 173.32M | 183.27M | 182.57M | 192.02M |
| Long term debt total | 0.00M | 0.00M | 112.66M | 113.43M | 124.07M |
| Breakdown | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|
| Type | yearly | yearly | yearly | yearly | yearly |
| Date | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
| Investments | - | -3.84M | -14.01M | -14.14M | -6.27M |
| Change to liabilities | - | - | - | 127.33M | 123.97M |
| Total cashflows from investing activities | -1.39M | -3.84M | -15.56M | -14.14M | -6.27M |
| Net borrowings | -175.30M | 139.05M | -1.00M | -80.45M | -12.50M |
| Total cash from financing activities | -182.11M | 116.32M | -74.76M | -253.91M | 84.58M |
| Change to operating activities | - | - | - | -117.57M | -60.07M |
| Net income | 147.96M | 71.25M | 30.27M | 32.11M | 158.96M |
| Change in cash | 5.25M | 4.32M | -109.13M | -203.56M | 306.10M |
| Begin period cash flow | 33.15M | 28.84M | 137.97M | 341.52M | 35.42M |
| End period cash flow | 38.41M | 33.15M | 28.84M | 137.97M | 341.52M |
| Total cash from operating activities | 188.75M | -108.17M | -18.81M | 64.49M | 227.79M |
| Issuance of capital stock | 0.00M | 0.06M | 0.12M | 0.13M | 126.56M |
| Depreciation | 37.74M | 37.28M | 37.20M | 34.41M | 34.12M |
| Other cashflows from investing activities | 3.81M | 3.66M | 4.42M | 2.17M | 2.00M |
| Dividends paid | 7.58M | 6.84M | 6.45M | 7.04M | 19.44M |
| Change to inventory | - | - | - | - | 70.39M |
| Change to account receivables | -171.37M | -177.49M | 30.11M | 21.64M | -113.51M |
| Sale purchase of stock | -2.98M | -9.60M | -35.12M | -60.64M | -8.19M |
| Other cashflows from financing activities | 3.75M | -6.34M | -32.26M | -105.91M | -1.84M |
| Change to netincome | - | - | - | 11.61M | 46.67M |
| Capital expenditures | 5.19M | 5.15M | 17.06M | 16.31M | 8.27M |
| Change receivables | - | - | - | - | -79.92M |
| Cash flows other operating | - | - | - | - | 76.50M |
| Cash and cash equivalents changes | - | - | - | - | 306.10M |
| Change in working capital | -50.47M | -284.14M | -125.82M | -14.19M | -12.22M |
| Stock based compensation | 32.20M | 45.51M | 16.94M | 15.91M | 31.14M |
| Other non cash items | 16.48M | 18.38M | 16.13M | 10.86M | 16.57M |
| Free cash flow | 183.56M | -113.32M | -35.87M | 48.18M | 219.52M |
Sector: Financial Services Industry: Capital Markets
|
Stock Name
|
Change
(USD) |
Price
(USD) |
Trailing
PE (x) |
Forward
PE (x) |
Price Sales
TTM (x) |
Price to Book Value (x)
|
Enterprise Value
to Revenue (x) |
Enterprise Value
to EBITDA (x) |
|---|---|---|---|---|---|---|---|---|
| OPY Oppenheimer Holdings Inc |
-21.75 20.15% |
86.19 | 13.28 | 10.81 | 0.75 | 1.30 | 1.19 | 7.92 |
| GS Goldman Sachs Group Inc |
-33.18 3.58% |
894.55 | 17.21 | 16.00 | 4.47 | 2.26 | 11.15 | - |
| SCHW Charles Schwab Corp |
-1.42 1.59% |
88.05 | 19.53 | 13.89 | 7.16 | 4.22 | 8.80 | - |
| MS Morgan Stanley |
-5.70 3.00% |
184.30 | 16.50 | 13.76 | 2.80 | 1.65 | - | - |
| IBKR Interactive Brokers Group Inc |
-4.87 5.96% |
76.90 | 35.95 | 27.93 | 22.14 | 6.96 | 3.01 | 3.37 |
Oppenheimer Holdings Inc. operates as a middle-market investment bank and full-service broker-dealer. It provides brokerage services covering corporate equity and debt securities, money market instruments, exchange-traded options, municipal bonds, mutual funds, exchange-traded funds, certain precious metals, and unit investment trusts; financial and wealth planning services; and margin lending services. The company also offers asset management services, including separately managed accounts, mutual fund managed accounts, discretionary portfolio management programs, non-discretionary investment advisory and consultation services, alternative investments, portfolio enhancement programs, and institutional taxable fixed income portfolio management strategies and solutions, as well as taxable and non-taxable fixed income portfolios and strategies. In addition, it provides investment banking services, such as strategic advisory services and capital markets products; merger and acquisition, equities capital market, debt capital market, debt advisory and restructuring, and fund placement services; and institutional equity sales and trading, equity research, equity derivatives and index options, convertible bonds, event driven sales and trading, and portfolio and electronic trading, as well as provides custody, clearing, and prime services. Further, the company offers institutional fixed income sales and trading, fixed income research, public finance, and municipal trading services; and proprietary trading and investment activities. Additionally, it provides underwriting, market-making, trust, and discount services, as well as a cloud-based financial market. The company serves high-net-worth individuals and families, corporate executives, public and private businesses, institutions and corporations, governments, financial sponsors, and domestic and international investors. The company was founded in 1881 and is headquartered in New York, New York.
| Name | Title | Year Born |
|---|---|---|
| Mr. Albert Grinsfelder Lowenthal | Chairman & CEO | 1946 |
| Mr. Robert Steven Lowenthal | Pres, Head of U.S. Investment Banking, Pres of Oppenheimer & Co. Inc & Director | 1976 |
| Mr. Bryan Edward McKigney | Pres of Oppenheimer Asset Management Inc | 1959 |
| Mr. Peter J. Albano | Sr. MD and Global Head of Fixed Income Bus. - Oppenheimer & Co. Inc. | NA |
| Mr. Brad Michael Watkins CPA | Exec. VP & CFO | NA |
| Mr. Dennis Patrick McNamara Esq. | Exec. VP, Gen. Counsel & Sec. | NA |
| Mr. Douglas Thornley Siegel | MD & Chief Compliance Officer | NA |
| Mr. Albert Grinsfelder Lowenthal | Executive Chairman | 1945 |
| Mr. Robert Steven Lowenthal | CEO, President & Director | 1976 |
| Mr. Brad Michael Watkins CPA | Executive VP & CFO | 1982 |
Disclaimer - (*)This information, including any data, is sourced from Unicorn Data Services SAS, trading as EOD Historical Data (“EODHD”) on an ‘as is’ basis, using their API. We cannot guarantee the completeness or validity of the information and data provided on this page, as well as via the API. In some cases, the data may include analyst ratings or recommendations sourced through the EODHD API, which are intended solely for general information purposes.
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Basic Materials
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Communication Services
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Consumer Cyclical
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Consumer Defensive
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Energy
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Financial Services
-0.85%
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