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About the company
Oppenheimer Holdings Inc., through its subsidiaries, is a middle market investment bank and full-service broker-dealer. 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 (corporate and public finance), equity and fixed income research, market-making, trust services, and investment advisory and asset management services. The Company’s Wealth Management segment provides a comprehensive array of financial services through a network of financial advisors. Its wealth management services include full-service brokerage, wealth planning, and margin lending. Its Capital Markets segment includes investment banking, institutional equities sales, trading, and research, taxable fixed income sales, trading, and research, public finance and municipal trading, as well as the Company's operations in the United Kingdom, Hong Kong and Israel.
- Revenue in USD (TTM)1.64bn
- Net income in USD148.40m
- Incorporated2009
- Employees2.98k
- LocationOppenheimer Holdings Inc85 Broad Street, 22Nd FloorNEW YORK 10004United StatesUSA
- Phone+1 (212) 668-8255
- Fax+1 (302) 636-5454
- Websitehttps://www.oppenheimer.com
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Peer analysis
Key Information
- Key Information
- Stock Performance
- Per Share Data
- Efficiency
- Management Effectiveness
- Profitability
- Financial Strength
- Growth Rates
| Company | Revenue (TTM) | Net income (TTM) | Market cap | Employees | Price/earnings (TTM) | Price/book value (MRQ) | Price/cash flow (TTM) | Price/sales (TTM) | EPS (excl. extraordinary items, TTM) | EPS (incl. extraordinary items, TTM) | Revenue per share (TTM) | Book value per share (MRQ) | Asset turnover (TTM) | Inventory turnover (TTM) | Receivables turnover (TTM) | Revenues per employee (TTM) | Return on avg assets (TTM) | Return on avg assets (5 yr avg) | Return on investment (TTM) | Return on investment (5 yr avg) | Gross margin (TTM) | Gross margin (5 yr avg) | Net profit margin (TTM) | Net Profit margin (5 yr avg) | Quick ratio (MRQ) | Interest coverage (TTM) | Total debt to capital (MRQ) | Payout ratio (5 yr avg) | Revenue (YOY change %) | Revenue (5 yr growth rate) | Net income (YOY change %) | Net income (5 yr growth rate) | Capital expenditure (5 yr growth rate) | Dividend (5 yr growth rate) |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| GAMCO Global Gold Ntrl Rsrcs & Incm Trst | 21.68m | 131.13m | 912.94m | -- | 6.96 | 1.30 | -- | 42.11 | 0.8402 | 0.8402 | 0.1386 | 5.01 | 0.0275 | -- | 5.90 | -- | 17.12 | 6.54 | 17.24 | 6.62 | 63.45 | 63.33 | 622.76 | 235.11 | -- | -- | 0.0256 | 135.80 | -4.88 | 13.68 | -45.86 | -17.99 | -- | -9.71 |
| John Hancock Tx dvntgd Dvdnd ncm Fnd | -100.00bn | -100.00bn | 915.56m | 0.00 | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Calamos Convertible Opprtnts nd Incm Fnd | -100.00bn | -100.00bn | 915.72m | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Blackrock Enhancd Large Cap Core Fnd Inc | 8.40m | 117.56m | 924.34m | -- | 7.80 | 0.9975 | -- | 110.06 | 2.90 | 2.90 | 0.2081 | 22.65 | 0.0088 | -- | 9.67 | -- | 12.29 | 10.18 | 12.58 | 10.34 | 8.25 | 31.51 | 1,399.70 | 829.38 | -- | -- | 0.00 | 65.93 | 0.6546 | -6.95 | -18.10 | -5.18 | -- | 4.36 |
| Nuveen New York AMT-Fr Qty Mnpl Incm Fd | 76.70m | -77.03m | 924.69m | -- | -- | 1.03 | -- | 12.06 | -0.8831 | -0.8831 | 0.8792 | 10.30 | -- | -- | -- | -- | -- | -- | -- | -- | 53.19 | -- | -100.44 | -- | -- | 0.3457 | 0.4297 | -- | -- | -- | -- | -- | -- | -- |
| MidCap Financial Investment Corp | 320.88m | 63.17m | 934.11m | 0.00 | 15.01 | 0.7146 | -- | 2.91 | 0.6749 | 0.6749 | 3.44 | 14.18 | 0.0985 | -- | 10.11 | -- | 1.94 | -- | 1.99 | -- | 47.82 | -- | 19.69 | -- | -- | 1.88 | 0.6042 | -- | 6.33 | -- | -36.08 | -- | -- | -- |
| Kayne Anderson BDC Inc | 230.26m | 107.19m | 934.97m | 0.00 | 9.04 | 0.8365 | -- | 4.06 | 1.51 | 1.51 | 3.25 | 16.34 | 0.1055 | -- | 30.73 | -- | 4.91 | -- | 5.05 | -- | 51.44 | -- | 46.55 | -- | -- | 9.89 | 0.5028 | -- | 32.36 | -- | 71.18 | -- | -- | -- |
| BlackRock Health Sciences Term Trust | 29.84m | -68.50m | 936.27m | -- | -- | 0.9773 | -- | 31.37 | -1.06 | -1.06 | 0.3766 | 15.33 | 0.0206 | -- | 14.73 | -- | -4.72 | -- | -4.74 | -- | 32.62 | -- | -229.52 | -- | -- | 0.1005 | 0.00 | -- | 135.12 | -- | -66.00 | -- | -- | -- |
| Virtus Investment Partners Inc | 852.87m | 138.40m | 941.86m | 805.00 | 7.01 | -- | 4.74 | 1.10 | 20.07 | 20.07 | 123.54 | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | 15.94 | 17.88 | -- | -- | -- | -- | -5.96 | 7.15 | 13.68 | 11.60 | -- | 25.56 |
| Calamos Convertible and High Income Fund | 21.85m | 185.97m | 960.30m | -- | 5.23 | 1.02 | -- | 43.96 | 2.29 | 2.29 | 0.273 | 11.78 | 0.0159 | -- | 2.22 | -- | 13.57 | 4.89 | 13.67 | 4.92 | 49.07 | 34.44 | 851.23 | 377.26 | -- | -- | 0.3344 | 123.71 | 9.45 | -17.66 | 4.05 | -3.66 | -- | 3.30 |
| Oppenheimer Holdings Inc | 1.64bn | 148.40m | 967.83m | 2.98k | 6.95 | -- | 11.69 | 0.5908 | 13.02 | 13.02 | 143.90 | -- | -- | -- | -- | -- | -- | -- | -- | -- | 98.30 | 98.12 | 9.03 | 6.46 | -- | 3.44 | -- | -- | 14.35 | 6.45 | 107.39 | 3.83 | -- | 8.45 |
| Blackrock Credit Allocation Income Trust | 103.41m | 103.20m | 988.31m | -- | 9.58 | 0.9319 | -- | 9.56 | 1.11 | 1.11 | 1.11 | 11.36 | 0.0591 | -- | 3.39 | -- | 5.90 | 0.7577 | 9.76 | 1.03 | 89.98 | 88.95 | 99.80 | 13.97 | -- | -- | 0.3546 | 640.75 | 2.48 | -- | -52.06 | -- | -- | -- |
| Pimco Municipal Income Fund II | -100.00bn | -100.00bn | 990.21m | 0.00 | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Oaktree Specialty Lending Corp | 305.25m | 32.29m | 1.01bn | 0.00 | 32.18 | 0.7029 | -- | 3.31 | 0.3561 | 0.3561 | 3.49 | 16.30 | 0.0988 | -- | 16.31 | -- | 1.04 | 3.39 | 1.11 | 3.53 | 81.78 | 75.56 | 10.58 | 30.69 | -- | 1.15 | 0.5285 | 149.74 | -17.00 | 17.22 | -41.42 | -2.86 | -- | 7.63 |
| Eaton Vanc Tax-Mngd Glbl Buy-Writ Opp Fd | 20.06m | 186.15m | 1.03bn | -- | 5.51 | 0.9246 | -- | 51.16 | 1.71 | 1.71 | 0.1847 | 10.22 | 0.0188 | -- | 19.19 | -- | 17.45 | 7.99 | 17.56 | 8.08 | 46.08 | 50.17 | 927.99 | 388.93 | -- | -- | 0.00 | 86.42 | -15.78 | -0.5825 | 67.70 | 19.75 | -- | -1.80 |
Data as of Mar 03 2026. Currency figures normalised to Oppenheimer Holdings Inc's reporting currency: US Dollar USD
23.57%Per cent of shares held by top holders
| Holder | Shares | % Held |
|---|---|---|
| Alan W. Weber (Investment Management)as of 31 Dec 2025 | 503.95k | 4.84% |
| Dimensional Fund Advisors LPas of 31 Dec 2025 | 463.23k | 4.45% |
| The Vanguard Group, Inc.as of 31 Dec 2025 | 396.81k | 3.81% |
| American Century Investment Management, Inc.as of 31 Dec 2025 | 319.99k | 3.07% |
| RBF Capital LLCas of 31 Dec 2025 | 163.77k | 1.57% |
| BlackRock Fund Advisorsas of 31 Dec 2025 | 148.68k | 1.43% |
| Greenwich Wealth Management LLCas of 31 Dec 2025 | 125.02k | 1.20% |
| Millennium Management LLCas of 31 Dec 2025 | 114.74k | 1.10% |
| Charles Schwab Investment Management, Inc.as of 31 Dec 2025 | 110.91k | 1.06% |
| Royce & Associates LPas of 31 Dec 2025 | 108.89k | 1.05% |
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Data from 31 Dec 2025 - 31 Dec 2025Source: FactSet Research Systems Inc.
