92.69
+2.17%
Close of 9 Nov 2026, in USD
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About Oppenheimer Holdings
From its filings with the US Securities and Exchange Commission
Oppenheimer Holdings is based in New York, New York and is incorporated in Delaware. Its shares trade on NYSE under the ticker OPY. The SEC classifies its business as security brokers, dealers & flotation companies. In the fiscal year to 31 December 2025, it reported revenue of $1.64bn and net income of $148.4m. At that date it held total assets of $3.72bn and shareholders' equity of $983.8m.
Oppenheimer Holdings Inc. ("OPY" or the "Parent"), through its Operating Subsidiaries (together, the "Company", the "Firm", "we", "our" or "us"), is a leading middle-market investment bank and full service broker-dealer incorporated in the State of Delaware in the United States. With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance), equity and fixed income research, market-making, trust services and investment advisory and asset management services. The Parent owns, through subsidiaries, Oppenheimer & Co. Inc. ("Oppenheimer"), a New York-based securities broker-dealer and investment adviser, Oppenheimer Asset Management Inc. and its subsidiary advisors ("OAM"), a New York-based investment adviser, Oppenheimer Trust Company of Delaware Inc. ("Oppenheimer Trust"), a Delaware limited purpose bank, and OPY Credit Corp. ("OPY Credit"), a New York corporation which conducts secondary trading activities related to the purchase and sale of loans and trade claims, primarily on a riskless principal basis. We conduct our international businesses through Oppenheimer Europe Ltd. (United Kingdom with offices in the Isle of Jersey and Switzerland), Oppenheimer Investments Asia Limited (Hong Kong), and Oppenheimer Israel (OPCO) Ltd. (Israel).
Quoted from its 10-K, filed 26 Feb 2026. Read the filing on SEC.gov ↗
Company facts
- Sector
- Financials
- Industry
- Capital Markets
- Listed since
- 6 Oct 1982
- Employees
- 2,906
- Website
- oppenheimer.com ↗
- Head office
- 85 BROAD STREET, NEW YORK, NY, 10004
- Incorporated in
- DE
- Classification
- Security Brokers, Dealers & Flotation Companies
- Filer status
- Accelerated filer
Leadership
Pay as last reported
- Mr. Albert LowenthalChairman of the Board, since 1985$2.5m
- Mr. Robert LowenthalPresident, Chief Executive Officer, Director, since 2013$8.1m
- Mr. Brad WatkinsChief Financial Officer, Executive Vice President$1.2m
- Mr. Bryan MckigneyPresident of Oppenheimer Asset Management Inc$1.3m
- Mr. Peter AlbanoSenior Managing Director, Head of Oppenheimer and Company Inc Fixed Income Business$2.7m
- Mr. Paul FriedmanLead Independent Director$244,670
- Mr. Evan BehrensIndependent Director$207,670
- Mr. Timothy DwyerIndependent Director$227,670
- Ms. Teresa GlasserIndependent Director$205,670
- Ms. Stacy KanterIndependent Director$210,170
- Mr. R. Lawrence RothIndependent Director$212,170
- Ms. Suzanne SpauldingIndependent Director$65,667
Environmental, social and governance
Scores out of 100, from our data supplier
- Overall
- 33
- Environment
- 1
- Social
- 51
- Governance
- 48
- Carbon reduction policy
- No
- Human rights policy
- No
SWOT analysis
AI-generated by our data supplier. Not written or checked by our editors.
Strengths
- Oppenheimer Holdings Inc has a strong brand reputation in the financial services industry. With decades of experience and a track record of providing high-quality investment banking and asset management services, the company has established trust among its clients.
- The company has a diverse range of investment offerings, allowing it to cater to various needs and risk appetites of its clients. This versatility enables Oppenheimer Holdings Inc to capture a larger market share and generate sustainable revenue streams.
Weaknesses
- Oppenheimer Holdings Inc may face challenges in keeping up with the rapidly evolving technological landscape in the financial industry. Failure to invest adequately in technology and digital transformation initiatives could lead to operational inefficiencies and loss of competitive edge.
- The company's heavy reliance on a few key clients for a significant portion of its revenue poses a risk. Any adverse developments affecting these clients could have a substantial impact on Oppenheimer Holdings Inc's financial performance.
Opportunities
- The increasing demand for sustainable investing presents an opportunity for Oppenheimer Holdings Inc to develop and offer tailored investment strategies that align with environmental, social, and governance (ESG) principles. This could attract new clients and differentiate the company from competitors.
- Expansion into emerging markets, particularly in regions experiencing economic growth, can help Oppenheimer Holdings Inc tap into new client segments and diversify its revenue sources.
Threats
- The regulatory landscape in the financial industry is subject to constant changes, and non-compliance with regulations can result in significant penalties and reputational damage. Oppenheimer Holdings Inc needs to stay abreast of regulatory developments and ensure strict compliance to mitigate this risk.
- Intense competition from both traditional financial institutions and emerging fintech companies poses a threat to Oppenheimer Holdings Inc's market share. The company must continuously innovate and adapt its offerings to maintain a competitive edge.
Sources and methodology
- Data on this tab
- Our data supplier
- Chart on the Overview
- TradingView
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