# Oppenheimer Holdings Inc: overview

OPY · NYSE · CIK 791963 · [Financials](/sectors/financials.md) · fiscal year ends Dec 31

Pages: [Overview](/companies/opy.md) · [Financials](/companies/opy/financials.md) · [Filings](/companies/opy/filings.md) · [Insiders](/companies/opy/insiders.md)

Latest reported revenue: [$389.4m](/filings/0001628280-26-051238.md) for Q2 FY2026, three months to 2026-06-30, from the 10-Q filed Jul 31, 2026 (XBRL us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax, accession 0001628280-26-051238).

## Last eight quarters

| Line item | Unit | Q3 FY2024 (2024-09-30) | Q4 FY2024 (2024-12-31) | Q1 FY2025 (2025-03-31) | Q2 FY2025 (2025-06-30) | Q3 FY2025 (2025-09-30) | Q4 FY2025 (2025-12-31) | Q1 FY2026 (2026-03-31) | Q2 FY2026 (2026-06-30) |
| --- | --- | ---: | ---: | ---: | ---: | ---: | ---: | ---: | ---: |
| Revenue | $m | [317](/filings/0001628280-25-047684.md) | [326 d](/filings/0001628280-26-012313.md) | [324](/filings/0001628280-26-029113.md) | [313](/filings/0001628280-26-051238.md) | [370](/filings/0001628280-25-047684.md) | [416 d](/filings/0001628280-26-012313.md) | [399](/filings/0001628280-26-029113.md) | [389](/filings/0001628280-26-051238.md) |
| Gross margin | % | not reported | not reported | not reported | not reported | not reported | not reported | not reported | not reported |
| Operating margin | % | [11.2%](/filings/0001628280-25-047684.md) | [5.2% d](/filings/0001628280-26-012313.md) | [12.8%](/filings/0001628280-26-029113.md) | [10.3%](/filings/0001628280-26-051238.md) | [8.5%](/filings/0001628280-25-047684.md) | [25.5% d](/filings/0001628280-26-012313.md) | [(6.8%)](/filings/0001628280-26-029113.md) | [10.1%](/filings/0001628280-26-051238.md) |
| Net margin | % | [7.7%](/filings/0001628280-25-047684.md) | [3.3% d](/filings/0001628280-26-012313.md) | [9.5%](/filings/0001628280-26-029113.md) | [6.9%](/filings/0001628280-26-051238.md) | [5.9%](/filings/0001628280-25-047684.md) | [17.9% d](/filings/0001628280-26-012313.md) | [(5.2%)](/filings/0001628280-26-029113.md) | [7.0%](/filings/0001628280-26-051238.md) |
| Diluted EPS | $ per share | [2.16](/filings/0001628280-25-047684.md) | not reported | [2.72](/filings/0001628280-26-029113.md) | [1.91](/filings/0001628280-26-051238.md) | [1.90](/filings/0001628280-25-047684.md) | not reported | [(1.93)](/filings/0001628280-26-029113.md) | [2.38](/filings/0001628280-26-051238.md) |
| Free cash flow | $m | [11.2 d](/filings/0001628280-25-047684.md) | [71.5 d](/filings/0001628280-26-012313.md) | [(93.4)](/filings/0001628280-26-029113.md) | [38.9 d](/filings/0001628280-26-051238.md) | [62.2 d](/filings/0001628280-25-047684.md) | [176 d](/filings/0001628280-26-012313.md) | [(190)](/filings/0001628280-26-029113.md) | [(57.1) d](/filings/0001628280-26-051238.md) |

- Revenue. XBRL Revenue: us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax. Derived values: 12-month figure less the 9-month figure.
- Gross margin (gross profit / revenue). XBRL Revenue: us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax. Derived values: 12-month figure less the 9-month figure.
- Operating margin (operating income / revenue). XBRL Operating income: us-gaap:OperatingIncomeLoss; Revenue: us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax. Derived values: 12-month figure less the 9-month figure.
- Net margin (net income / revenue). XBRL Net income: us-gaap:NetIncomeLoss; Revenue: us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax. Derived values: 12-month figure less the 9-month figure.
- Diluted EPS. XBRL Diluted EPS: us-gaap:EarningsPerShareDiluted.
- Free cash flow (operating cash flow − capital expenditure). XBRL Operating cash flow: us-gaap:NetCashProvidedByUsedInOperatingActivities; Capital expenditure: us-gaap:PaymentsToAcquirePropertyPlantAndEquipment. Derived values: 9-month figure less the 6-month figure; 12-month figure less the 9-month figure; 6-month figure less the 3-month figure.

## Last five fiscal years

| Line item | Unit | FY2021 (2021-12-31) | FY2022 (2022-12-31) | FY2023 (2023-12-31) | FY2024 (2024-12-31) | FY2025 (2025-12-31) |
| --- | --- | ---: | ---: | ---: | ---: | ---: |
| Revenue | $m | [1,319](/filings/0000791963-23-000009.md) | [1,047](/filings/0000791963-24-000015.md) | [1,073](/filings/0000791963-25-000010.md) | [1,229](/filings/0001628280-26-012313.md) | [1,424](/filings/0001628280-26-012313.md) |
| Gross margin | % | not reported | not reported | not reported | not reported | not reported |
| Operating margin | % | [17.0%](/filings/0000791963-24-000015.md) | [4.4%](/filings/0000791963-25-000010.md) | [4.4%](/filings/0001628280-26-012313.md) | [8.6%](/filings/0001628280-26-012313.md) | [14.8%](/filings/0001628280-26-012313.md) |
| Net margin | % | [12.1%](/filings/0000791963-24-000015.md) | [3.1%](/filings/0000791963-25-000010.md) | [2.8%](/filings/0001628280-26-012313.md) | [5.8%](/filings/0001628280-26-012313.md) | [10.4%](/filings/0001628280-26-012313.md) |
| Diluted EPS | $ per share | [11.70](/filings/0000791963-24-000015.md) | [2.57](/filings/0000791963-25-000010.md) | [2.59](/filings/0001628280-26-012313.md) | [6.37](/filings/0001628280-26-012313.md) | [13.04](/filings/0001628280-26-012313.md) |
| Free cash flow | $m | [220](/filings/0000791963-24-000015.md) | [48.2](/filings/0000791963-25-000010.md) | [(35.9)](/filings/0001628280-26-012313.md) | [(113)](/filings/0001628280-26-012313.md) | [184](/filings/0001628280-26-012313.md) |

- Revenue. XBRL Revenue: us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax.
- Gross margin (gross profit / revenue). XBRL Revenue: us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax.
- Operating margin (operating income / revenue). XBRL Operating income: us-gaap:OperatingIncomeLoss; Revenue: us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax.
- Net margin (net income / revenue). XBRL Net income: us-gaap:NetIncomeLoss; Revenue: us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax.
- Diluted EPS. XBRL Diluted EPS: us-gaap:EarningsPerShareDiluted.
- Free cash flow (operating cash flow − capital expenditure). XBRL Operating cash flow: us-gaap:NetCashProvidedByUsedInOperatingActivities; Capital expenditure: us-gaap:PaymentsToAcquirePropertyPlantAndEquipment.

Each value links to the filing it came from. d marks a derived value. A ratio is not reported when any input is missing.

## Insider purchases and sales

The last 20 open-market transactions on Form 4 (codes P and S). Reported price is as stated on the form, not a market price. [All insider transactions](/companies/opy/insiders.md)

None in coverage.

## Funds that report holding it

From each manager’s latest Form 13F, largest reported value first. Reported value is as filed: filing data, not a price. [All funds](/funds.md)

| Fund | Quarter ended | Reported value | Shares | Put or call | Change on the quarter before |
| --- | --- | ---: | ---: | --- | --- |
| [DIMENSIONAL FUND ADVISORS LP](/funds/354204.md) | 2026-06-30 | $54.9m | 520,326 |  | Added +23,293 |
| [JB CAPITAL PARTNERS LP](/funds/1138532.md) | 2026-06-30 | $53.2m | 503,954 |  | Unchanged |
| [AMERICAN CENTURY COMPANIES INC](/funds/748054.md) | 2026-06-30 | $41.4m | 391,977 |  | Added +39,190 |
| [VANGUARD CAPITAL MANAGEMENT LLC](/funds/2100119.md) | 2026-06-30 | $40.6m | 384,352 |  | Reduced −6,881 |
| [BlackRock, Inc.](/funds/2012383.md) | 2026-06-30 | $21.5m | 203,463 |  | Added +16,397 |
| [ROYCE & ASSOCIATES LP](/funds/906304.md) | 2026-06-30 | $17.9m | 170,076 |  | Reduced −3 |
| [RBF Capital, LLC](/funds/1134621.md) | 2026-06-30 | $17.3m | 163,771 |  | Unchanged |
| [Boston Partners](/funds/1386060.md) | 2026-06-30 | $16.7m | 158,375 |  | Added +26,941 |
| [MORGAN STANLEY](/funds/895421.md) | 2026-06-30 | $11.3m | 106,924 |  | Added +18,779 |
| [GEODE CAPITAL MANAGEMENT, LLC](/funds/1214717.md) | 2026-06-30 | $9.7m | 92,029 |  | Added +5,465 |

## Recent filings

[All 738 filings](/companies/opy/filings.md)

| Filed | Accepted | Form | What it is | Accession |
| --- | --- | --- | --- | --- |
| 2026-10-30 | 08:18 ET | [10-Q](/filings/0001628280-26-068450.md) | Quarterly report, period 2026-09-30 | 0001628280-26-068450 |
| 2026-08-03 | 09:22 ET | [8-K](/filings/0001628280-26-051561.md) | 7.01 Regulation FD disclosure; 9.01 Financial statements and exhibits | 0001628280-26-051561 |
| 2026-07-31 | 08:13 ET | [10-Q](/filings/0001628280-26-051238.md) | Quarterly report, period 2026-06-30 | 0001628280-26-051238 |
| 2026-07-31 | 08:10 ET | [8-K](/filings/0001628280-26-051237.md) | 2.02 Results of operations; 9.01 Financial statements and exhibits | 0001628280-26-051237 |
| 2026-05-05 | 09:46 ET | [8-K](/filings/0001628280-26-030194.md) | 5.03 Amendment to articles or bylaws; 5.07 Shareholder vote results; 9.01 Financial statements and exhibits | 0001628280-26-030194 |
| 2026-05-04 | 09:20 ET | [8-K](/filings/0001628280-26-029540.md) | 7.01 Regulation FD disclosure; 9.01 Financial statements and exhibits | 0001628280-26-029540 |
| 2026-05-01 | 08:13 ET | [8-K](/filings/0001628280-26-029115.md) | 2.02 Results of operations; 9.01 Financial statements and exhibits | 0001628280-26-029115 |
| 2026-05-01 | 08:08 ET | [10-Q](/filings/0001628280-26-029113.md) | Quarterly report, period 2026-03-31 | 0001628280-26-029113 |
| 2026-04-27 | 18:45 ET | [8-K](/filings/0001628280-26-027280.md) | 1.01 Entry into a material agreement; 9.01 Financial statements and exhibits | 0001628280-26-027280 |
| 2026-03-13 | 08:05 ET | [DEF 14A](/filings/0001104659-26-027365.md) | Proxy statement, period 2026-05-04 | 0001104659-26-027365 |

## Latest annual report

[Form 10-K for the fiscal year ended Dec 31, 2025](/filings/0001628280-26-012313.md), filed Feb 26, 2026.

## Forecast league

Q3 FY2026, the quarter ended 2026-09-30, is open for forecasts until the first results filing for it is accepted by EDGAR. Results are due by \[object Promise\]. [Forecast this quarter](/leagues/2026q3/targets/97c8e10f-cc07-4e9b-ac27-3dca8b3cc586)

## About the filer

- CIK: 791963
- Tickers: OPY
- Exchange: NYSE
- SIC code: 6211 Security Brokers, Dealers & Flotation Companies
- State of incorporation: DE
- Filer category: Accelerated filer

Source: SEC EDGAR, XBRL company facts, the filing index and Forms 4. Last ingested by Listed: Oct 30, 2026, 08:28 ET. No prices; not investment advice.