OPPENHEIMER HOLDINGS INC (OPY)

SEC fundamentals · as filed in 10-Q FY2026, period ended Jun 30, 2026 · updated Oct 23, 2026

Verified against EDGAR
Total Assets
$4.23B
Stockholders' Equity
$983.4M
Cash & Equivalents
$38.5M
Long-Term Debt
—

as filed in 10-Q FY2026, period ended Jun 30, 2026 · View filings on EDGAR ↗

In its 10-Q for the period ended Jun 30, 2026, OPPENHEIMER HOLDINGS INC reported revenue of $454.9M, net income of $27.4M, and total assets of $4.23B. Every figure below is taken directly from OPPENHEIMER HOLDINGS INC's SEC filings: each links to the source document on EDGAR.

Revenue trend

Revenue · FY2016–FY2025 · as reported

$1.64B$818.5M-$1.2M
FY2016FY2019FY2022FY2025
Revenue$1.64BNet income$148.4M
FY2016 revenue
$857.8M
FY2025 revenue
$1.64B

Revenue and net income by fiscal year

As reported in each year’s annual filing · USD

Fiscal yearRevenueNet income
FY2025$1.64B$148.4M
FY2024$1.43B$71.6M
FY2023$1.25B$30.2M
FY2022$1.11B$32.4M
FY2021$1.39B$159.0M
FY2020$1.20B$123.0M
FY2019$1.03B$53.0M
FY2018$958.2M$28.9M
FY2017$920.3M$22.8M
FY2016$857.8M-$1.2M

Recent SEC filings

Filed by the registrant · newest first · insider forms and holder schedules not included

FormFiledSource
8-KAug 3, 2026on EDGAR ↗
8-KJul 31, 2026on EDGAR ↗
10-QJul 31, 2026on EDGAR ↗
8-KMay 5, 2026on EDGAR ↗
8-KMay 4, 2026on EDGAR ↗
8-KMay 1, 2026on EDGAR ↗
10-QMay 1, 2026on EDGAR ↗
8-KApr 27, 2026on EDGAR ↗
DEF 14AMar 13, 2026on EDGAR ↗
10-KFeb 26, 2026on EDGAR ↗

All filings on EDGAR ↗

Balance Sheet

as of Jun 30, 2026 · 10-Q

Total Assets$4.23Bsource ↗
Stockholders’ Equity$983.4Msource ↗
Cash & Equivalents$38.5Msource ↗
Long-Term Debt—source ↗

Income Statement

10-Q (quarterly) · period ended Jun 30, 2026

Revenue$454.9Msource ↗
Net Income$27.4Msource ↗
Operating Income$39.4Msource ↗
Gross Profit—source ↗
Cost of Revenue—source ↗
R&D Expense—source ↗

Per Share & Cash Flow

10-Q (quarterly) · period ended Jun 30, 2026

EPS (diluted)$2.38source ↗
EPS (basic)$2.55source ↗
Shares Outstanding11.4Msource ↗
Cash from Operations-$55.0Msource ↗
Cash from Financing$59.9Msource ↗
Cash from Investing-$981,000source ↗

Insider activity

Form 4 open-market activity, last 180 days

No open-market Form 4 transactions filed in the last 180 days.

Restatement history

Point-in-time

10 of 391 annual fact-keys were materially restated between filings: what OPPENHEIMER HOLDINGS INC first reported differed from what it later filed. We keep every vintage of every annual figure, each keyed to its EDGAR accession.

See each original-vs-restated value, and query any company as of any past date, with the point-in-time API.

Deeper fundamentals

A free API key reaches OPY’s revenue, margin and free-cash-flow trajectory (newest 3 fiscal years) and its leverage, liquidity and return ratios (newest 4 quarters). Analyst extends those to up to 20 years and 20 quarters, and adds the Piotroski F-score and accruals quality score. As-of fundamentals at any past date are on Free too, up to 10 lookups a day; Analyst removes that cap and adds the original-vs-restated detail, across the whole SEC universe.

Programmatic access

Everything on this page is served by the Distill API and by the MCP server at mcp.distillmarkets.com. A free key is issued at sign-up with no card; the full reference is in the docs.

These fundamentals, as filed
curl
curl -H "X-Api-Key: $DISTILL_API_KEY" \
https://api.distillmarkets.com/api/v1/sec/fundamentals/OPY

MCP tool: get_sec_fundamentals ticker=OPY

The same figures as they were known on any past date
curl
curl -H "X-Api-Key: $DISTILL_API_KEY" \
https://api.distillmarkets.com/api/v1/sec/fundamentals/OPY/as-of/YYYY-MM-DD

MCP tool: get_asof_fundamentals ticker=OPY as_of=YYYY-MM-DD

Fiscal-year trajectory: revenue, margins, free cash flow
curl
curl -H "X-Api-Key: $DISTILL_API_KEY" \
https://api.distillmarkets.com/api/v1/sec/fundamentals/OPY/history

MCP tool: get_fundamentals_history ticker=OPY

Leverage, liquidity, margin and return ratios
curl
curl -H "X-Api-Key: $DISTILL_API_KEY" \
https://api.distillmarkets.com/api/v1/sec/financial-health/OPY

MCP tool: get_financial_health ticker=OPY

Not investment advice. Figures are shown as filed with the SEC; see the EDGAR source links for the original documents. Data may lag the latest filing.