Oppenheimer Holdings Inc. Class A (OPY)

In the past six months, Oppenheimer Holdings Inc. declared a special cash dividend of $1 per share on December 12, 2025. The company reported its third-quarter 2025 earnings on October 31, 2025, with revenue increasing by 13.7% but net income decreasing due to higher compensation expenses. As of January 12, 2026, OPY's stock price was $74.57, showing an increase over the past 30 days and 12 months. Oppenheimer Holdings Inc. was added to the S&P Capital Markets Select Industry Index on December 21, 2025.

Demand seasonality for Oppenheimer Holdings Inc. is observed in its Capital Markets and Wealth Management segments. The Capital Markets business is opportunistic and impacted by market volatility, while the Wealth Management segment benefits from AUM growth and market recovery. The firm's revenue generation is consistent, but it factors in typical fourth-quarter seasonality. The company has experienced pricing pressures on trading margins and commissions due to regulatory requirements and increased use of electronic trading.

Oppenheimer Holdings Inc. is an American multinational independent investment bank and financial services company operating as a middle-market investment bank and a full-service broker-dealer. Its core business is divided into Wealth Management and Capital Markets, offering a range of financial services to high-net-worth individuals, corporations, and institutions. The company operates within the Financial Services sector, specifically in the Investment Banking and Brokerage industry.

Oppenheimer Holdings Inc. has a global presence with operations in the Americas, Europe, the Middle East, and Asia, including offices in the United States, the UK, Israel, and Hong Kong. The company is headquartered in New York City, United States, and has 89 locations as of 2024.

Oppenheimer Holdings Inc. is known as a leading middle-market investment bank and full-service broker-dealer, providing sophisticated services with a personalized approach. The firm's client-centric approach in Wealth Management has driven significant client trust, with Assets Under Management reaching record highs. The company expanded its Custody and Prime Services (CAPS) platform, strengthened its Equities and Biotech Research Teams, and appointed new leadership positions. The company's Q3 2025 revenue increased by 13.7% year-over-year, driven by a surge in Capital Markets revenue. A potential reputational risk is a major cyber incident, which Oppenheimer mitigates by investing in experienced team members and diverse business lines.

Oppenheimer Holdings Inc. is owned by a mix of institutional shareholders, Oppenheimer Holdings insiders, and retail investors. As of September 2025, institutional investors held 38.4% of the stock, insiders held 52.34%, and retail investors held 9.34%. Albert G. Lowenthal is the largest individual shareholder, owning 32.96% of the company. Major institutional owners include JB Capital Partners LP, Dimensional Fund Advisors LP, and Vanguard Group Inc.