Headquartered in New York since its founding in 1881, Oppenheimer Holdings Inc. serves as a prominent middle-market investment bank and full-service broker-dealer, ...
Oppenheimer Holdings Inc. is a diversified financial-services company whose roots extend to 1881. The company is headquartered at 85 Broad Street in New York City and operates primarily through Oppenheimer & Co. Inc., serving clients across the United States and internationally. Unlike a manufacturer, Oppenheimer does not have a conventional ...Oppenheimer Holdings Inc. is a diversified financial-services company whose roots extend to 1881. The company is headquartered at 85 Broad Street in New York City and operates primarily through Oppenheimer & Co. Inc., serving clients across the United States and internationally. Unlike a manufacturer, Oppenheimer does not have a conventional bill of materials, inventory chain, or physical product-cost structure. Its principal operating inputs are highly skilled employees, financial and market-data systems, regulatory infrastructure, technology platforms, office locations, cybersecurity, compliance programs, and access to capital and liquidity. Compensation, commissions, occupancy, technology, communications, regulatory expenses, and transaction-related costs represent important components of its cost base.
The business is organized around several complementary activities. Its Private Client and Wealth Management operations provide brokerage, financial planning, advisory programs, separately managed accounts, retirement guidance, margin lending, and investment solutions for affluent individuals, families, executives, and business owners. The firm offers access to equities, corporate and municipal bonds, mutual funds, exchange-traded funds, options, futures, money-market instruments, and other securities. Asset management activities include discretionary portfolio management, alternative investments, fixed-income strategies, consulting, and customized investment mandates.
Oppenheimer’s Investment Banking and Capital Markets businesses advise public and private companies, financial sponsors, institutions, and government entities. Services include mergers and acquisitions, strategic advisory work, equity offerings, debt offerings, underwriting, private placements, restructuring-related advice, and public finance. Institutional Equity services encompass research, sales, trading, derivatives, and convertible securities. Institutional Fixed Income includes sales, trading, research, municipal securities, and related market-making capabilities. The company also participates in securities lending, repurchase agreements, proprietary trading, trust services, discount brokerage, and other broker-dealer activities.
The supplied trailing-period information indicates approximately $1.18 billion in market capitalization, revenue of roughly $167.82 per share, net income of about $9.61 per share, a return on equity near 10.7%, and a price-to-earnings ratio near 11.4. Its reported dividend was $1.74 per share, with a dividend yield of approximately 1.6%. Financial results are sensitive to equity and debt-market conditions, transaction volumes, interest rates, client asset values, credit conditions, and regulatory requirements. Robert Steven Lowenthal serves as chairman and chief executive officer. With approximately 2,906 full-time employees, Oppenheimer is categorized in the 2,001-5,000 employee range. Its long-term objective is to expand client relationships, deliver customized investment and advisory solutions, maintain regulatory and risk discipline, and grow its middle-market investment banking, capital-markets, and wealth-management franchises.
YoYYoY means Year-over-Year. It compares the latest annual value with the previous annual value to show long-term trend strength.
QoQQoQ means Quarter-over-Quarter. It compares the latest quarter with the immediately previous quarter to show short-term momentum changes.
RevenueThe total money that came through the front door from selling things, before paying a single bill. Think of it as the grand total of every credit card swipe from customers. (YoY compares this year to last year's performance, while QoQ compares the current three months to the previous three).
$1.6B
+14.4%
+2.2%
Net IncomeThe absolute bottom line. If the company paid every single supplier, employee, banker, and tax collector, this is the actual money left in their pocket at the end of the day.
$148.4M
+107.4%
+232.9%
Gross MarginThe basic markup. If they sell a $100 pair of sneakers, this percentage tells you how much of that price tag is profit right after paying for the rubber and shoelaces, but before paying for things like store rent or TV commercials.
+51.1%
+56.5%
-0.4%
Operating MarginThe 'day job' efficiency score. Out of every dollar a customer spends, this shows how many cents the company keeps after making the product AND paying for all the everyday corporate overhead (like salaries, marketing, and keeping the lights on).
+22.4%
+5.4%
+798.2%
Net MarginThe final take-home percentage. When you strip away every conceivable cost, tax, and interest payment, this is the exact number of cents the company truly gets to keep from every dollar in sales.
+9.1%
+81.4%
+230.1%
Free Cash FlowThe holy grail of corporate cash. It's the spendable, physical money left over after the business pays for its daily operations AND buys the big, expensive upgrades (like new factories or servers) it needs to survive. This is the 'free' money they can use to pay dividends or buy back stock.
$183.6M
+262.0%
+72.0%
FCF MarginThe ultimate cash conversion rate. It shows how good the company is at turning regular sales directly into cold, hard, spendable cash. A high percentage means the business is an absolute cash-printing machine.
+11.2%
+241.7%
+72.6%
Debt / EquityThe financial risk gauge. It compares how much of the company's empire was built using borrowed money (loans) versus the owners' own money (shareholders). A high number means they are heavily leveraged and playing a riskier game; a low number means they are playing it safe.
63.9%
-21.0%
-39.3%
Current RatioThe 12-month survival check. It simply compares the cash they have right now (plus things they can quickly turn into cash) against the immediate bills they absolutely must pay this year. A score above 1 means they have enough in the wallet to cover the upcoming bills without panicking.
5.99x
-2.0%
+220.4%
Total AssetsThe absolute size of the company's empire. It bundles together absolutely everything of value they own—from the cash in the register and the inventory in the warehouse, to the software patents in the vault and the factories on the ground.
