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$89.68 -1.77 (-1.94%) At close · Nov 12
Rebalance outlook locked
Market Cap
$960.58M
Shares
10.71M
Volume · Nov 12 118.66K Avg daily vol (3M) 115.05K

The company's filings, earnings calls and investor events, most recent first. Search and read these filings from Claude or ChatGPT with the SEC filings MCP server →

Annual report FY2025 Revenue $1.64B up 14.4% 10-K filed Feb 26, 2026 Quarterly report FY2026 Q3 Revenue $382M down 10.0% 10-Q filed Oct 30, 2026 Latest results Third-quarter net income falls to $5.5 million 8-K filed Oct 30, 2026
2026
Nov 9
Current report 8-K Events of Nov 5
Viner leases 221,339 square feet at 32 Old Slip

On November 5, 2026, Oppenheimer Holdings Inc.'s wholly owned subsidiary Viner Finance Inc. leased approximately 221,339 rentable square feet at 32 Old Slip for expected use as its principal New York City offices.

Entered into a material agreement, New debt or off-balance-sheet obligation, Regulation FD disclosure Read from the first part of this long document
Source passage
On November 5, 2026, Viner Finance Inc. (“Viner”), a wholly owned subsidiary of Oppenheimer Holdings Inc. (the “Company”), entered into a lease agreement (the “Lease”) with RXR 32 Old Slip Owner LLC (the “Landlord”) for approximately 221,339 rentable square feet of office space at 32 Old Slip, New York, New York (the “Premises”). The Premises are expected to serve as the Company’s principal New York City offices and house its executive management team and many of its administrative functions, as well as its research, trading, investment banking and asset management operations. Open the document at this passage
Nov 2
Current report 8-K
Third-quarter revenue fell 10.0%, net income dropped 74.9%

Oppenheimer Holdings Inc. reported third-quarter revenue of $382.0 million, down 10.0%, and net income attributable to the company down 74.9%, primarily as investment banking revenue fell 57.2%.

Regulation FD disclosure
5 source passages
Oppenheimer Holdings Inc. Third Quarter 2026 Investor Update $382.0 million Revenue in 3Q-2026 Total Revenue 382,004 424,438 (10.0) % 1,281,975 1,165,441 10.0 % Investment banking 33,194 77,488 (57.2)% 215,246 168,644 27.6 % Net income attributable to Oppenheimer Holdings Inc. 5,459 21,712 (74.9) % 12,232 74,041 (83.5) % Open the document at this passage
Oct 30
Current report 8-K
Third-quarter net income falls to $5.5 million

Oppenheimer Holdings Inc. reported third quarter 2026 net income of $5.5 million, down from $21.7 million, and revenue of $382.0 million, down 10.0%. AUM reached a record $59.6 billion.

Financial results
2 source passages
Oppenheimer Holdings Inc. (NYSE: OPY) (the "Company" or "Firm") today reported net income of $5.5 million or $0.52 basic earnings per share for the third quarter of 2026, compared with net income of $21.7 million or $2.06 basic earnings per share for the third quarter of 2025. Revenue for the third quarter of 2026 was $382.0 million, a decrease of 10.0%, compared with revenue of $424.4 million for the third quarter of 2025. AUM was $59.6 billion at September 30, 2026, establishing a new record high and serving as the basis for advisory fee billings for October 2026 Open the document at this passage
Oct 30
Quarterly report 10-Q FY2026 Q3, ended Sep 30
Third-quarter 2026 net income: $5.5 million

Oppenheimer Holdings Inc. reported third-quarter 2026 net income of $5.5 million versus $21.7 million in 2025, with revenue down 10.0% to $382.0 million. Lower retail trading, reduced investment banking volumes and $21.0 million of stock appreciation rights expense hurt results.

Revenue $382M ▼ 10.0% Net income $5.46M ▼ 74.9% Diluted EPS $0.47 ▼ 75.3%
Read from the MD&A section
3 source passages
The Company reported net income of $5.5 million or $0.52 basic earnings per share for the third quarter of 2026, compared with net income of $21.7 million or $2.06 basic earnings per share for the third quarter of 2025. Revenue for the third quarter of 2026 was $382.0 million, a decrease of 10.0%, compared with revenue of $424.4 million for the third quarter of 2025. The Firm's operating results for the third quarter reflected generally constructive market conditions, although earnings were disappointing due to lower retail trading activity, reduced investment banking volumes and higher expense associated with the increased value of stock appreciation rights resulting from the change in the Company's stock price during the quarter. In the third quarter of 2026, the Company included $21.0 million, compared with $13.5 million in the prior year period, in compensation expense in its consolidated income statements relating to OARs awards. Open the document at this passage
Jul 31
Quarterly report 10-Q FY2026 Q2, ended Jun 30
Quarterly report for FY2026 Q2 AI summary on its way
Revenue $454.88M ▲ 21.9% Net income $27.35M ▲ 26.2% Diluted EPS $2.38 ▲ 24.6%
May 1
Quarterly report 10-Q FY2026 Q1, ended Mar 31
Quarterly report for FY2026 Q1 AI summary on its way
Revenue $445.1M ▲ 21.0% Net loss $20.58M Diluted EPS -$1.93
Mar 13
Proxy statement DEF 14A Meeting May 4, 2026
Proxy statement AI summary on its way
Mar 2
Proxy statement PRE 14A Meeting May 4, 2026
Proxy statement AI summary on its way
Feb 26
Annual report 10-K FY2025, ended Dec 31
Annual report for FY2025 AI summary on its way
Revenue $1.64B ▲ 14.4% Net income $148.4M ▲ 107.4% Diluted EPS $13.04 ▲ 104.7%
2025
Oct 31
Quarterly report 10-Q FY2025 Q3, ended Sep 30
Quarterly report for FY2025 Q3
Revenue $424.44M ▲ 13.7% Net income $21.71M ▼ 11.4% Diluted EPS $1.90 ▼ 12.0%
Aug 1
Quarterly report 10-Q FY2025 Q2, ended Jun 30
Quarterly report for FY2025 Q2
Revenue $373.18M ▲ 12.9% Net income $21.67M ▲ 111.1% Diluted EPS $1.91 ▲ 107.6%
Apr 25
Quarterly report 10-Q FY2025 Q1, ended Mar 31
Quarterly report for FY2025 Q1
Revenue $367.83M ▲ 4.2% Net income $30.66M ▲ 17.7% Diluted EPS $2.72 ▲ 14.8%
Feb 27
Annual report 10-K FY2024, ended Dec 31
Annual report for FY2024
Revenue $1.43B ▲ 14.7% Net income $71.56M ▲ 137.1% Diluted EPS $6.37 ▲ 145.9%
2024
Oct 25
Quarterly report 10-Q FY2024 Q3, ended Sep 30
Quarterly report for FY2024 Q3
Revenue $373.35M ▲ 19.4% Net income $24.51M ▲ 76.8% Diluted EPS $2.16 ▲ 78.5%
Apr 26
Quarterly report 10-Q FY2024 Q1, ended Mar 31
Quarterly report for FY2024 Q1
Revenue $353.14M ▲ 9.8% Net income $26.05M ▲ 78.2% Diluted EPS $2.37 ▲ 94.3%
Mar 1
Annual report 10-K FY2023, ended Dec 31
Annual report for FY2023
Revenue $1.25B ▲ 12.4% Net income $30.18M ▼ 6.7% Diluted EPS $2.59 ▲ 0.8%
Showing 1–50 of 138 documents
Key facts CIK 791963 CUSIP 683797104 13F (30d) 94 filings 76 filers Visit website Investor relations