About Oppenheimer Holdings Inc.
https://www.oppenheimer.comOppenheimer Holdings Inc., through its subsidiaries, operates as a middle-market investment bank and full-service broker-dealer in the Americas, Europe, the Middle East, and Asia.

CEO
Robert Steven Lowenthal
Compensation Summary
(Year 2024)
ETFs Holding This Stock
Summary
Showing Top 3 of 46
Ratings Snapshot
Rating : B+
Price Target
Institutional Ownership

JB CAPITAL PARTNERS LP
Shares:503.95K
Value:$37.61M

DIMENSIONAL FUND ADVISORS LP
Shares:493.22K
Value:$36.8M

VANGUARD GROUP INC
Shares:426.03K
Value:$31.79M
Summary
Showing Top 3 of 140
About Oppenheimer Holdings Inc.
https://www.oppenheimer.comOppenheimer Holdings Inc., through its subsidiaries, operates as a middle-market investment bank and full-service broker-dealer in the Americas, Europe, the Middle East, and Asia.
Income Statement
| Period | Revenue | Operating Expense | Net Income | Net Profit Margin | Earnings Per Share | EBITDA |
|---|---|---|---|---|---|---|
| Q3-2025 | $424.44M ▲ | $41.91M ▲ | $21.71M ▲ | 5.12% ▼ | $2.06 | $63.6M ▼ |
| Q2-2025 | $373.18M ▲ | $41.78M ▼ | $21.67M ▼ | 5.81% ▼ | $2.06 ▼ | $64.22M ▼ |
| Q1-2025 | $367.82M ▼ | $42.19M ▲ | $30.66M ▲ | 8.33% ▲ | $2.93 ▲ | $72.06M ▲ |
| Q4-2024 | $375.42M ▲ | $41.75M ▲ | $10.73M ▼ | 2.86% ▼ | $1.04 ▼ | $47.84M ▼ |
| Q3-2024 | $373.35M | $40.84M | $24.51M | 6.56% | $2.37 | $68.88M |
Balance Statement
| Period | Cash & Short-term | Total Assets | Total Liabilities | Total Equity |
|---|---|---|---|---|
| Q3-2025 | $38.29M ▲ | $3.82B ▲ | $2.9B ▲ | $920.27M ▲ |
| Q2-2025 | $37.62M ▲ | $3.69B ▲ | $2.79B ▲ | $896.86M ▲ |
| Q1-2025 | $36.7M ▲ | $3.57B ▲ | $2.7B ▲ | $872.27M ▲ |
| Q4-2024 | $33.15M ▲ | $3.38B ▲ | $2.53B ▲ | $850.39M ▲ |
| Q3-2024 | $32.24M | $3.37B | $2.53B | $837.84M |
Cash Flow Statement
| Period | Net Income | Cash From Operations | Cash From Investing | Cash From Financing | Net Change | Free Cash Flow |
|---|---|---|---|---|---|---|
| Q3-2025 | $21.71M ▲ | $63.42M ▲ | $641K ▲ | $-63.39M ▼ | $670K ▼ | $62.22M ▲ |
| Q2-2025 | $-30.66M ▼ | $40.07M ▲ | $-900K ▼ | $-38.25M ▼ | $922K ▼ | $38.94M ▲ |
| Q1-2025 | $30.66M ▲ | $-91.74M ▼ | $-359K ▲ | $95.64M ▲ | $3.55M ▲ | $-93.42M ▼ |
| Q4-2024 | $10.73M ▼ | $74.71M ▲ | $-4.29M ▼ | $-69.51M ▼ | $908K ▲ | $71.45M ▲ |
| Q3-2024 | $24.51M | $11.43M | $1.87M | $-14.28M | $-972K | $11.21M |
Revenue by Products
| Product | Q4-2024 | Q1-2025 | Q2-2025 | Q3-2025 |
|---|---|---|---|---|
Advisory Fees | $130.00M ▲ | $130.00M ▲ | $130.00M ▲ | $130.00M ▲ |
Investment Banking Advisory | $30.00M ▲ | $30.00M ▲ | $20.00M ▼ | $20.00M ▲ |
Investment Banking Capital Markets | $10.00M ▲ | $20.00M ▲ | $20.00M ▲ | $60.00M ▲ |
Other | $10.00M ▲ | $10.00M ▲ | $10.00M ▲ | $10.00M ▲ |
Revenue by Geography
| Region | Q4-2024 | Q3-2025 | Q2-2025 | Q1-2025 |
|---|---|---|---|---|
Americas | $360.00M ▲ | $410.00M ▲ | $360.00M ▼ | $350.00M ▼ |
Asia | $0 ▲ | $0 ▲ | $0 ▲ | $0 ▲ |
Europe Middle East | $20.00M ▲ | $20.00M ▲ | $10.00M ▼ | $10.00M ▲ |

CEO
Robert Steven Lowenthal
Compensation Summary
(Year 2024)
ETFs Holding This Stock
Summary
Showing Top 3 of 46
Ratings Snapshot
Rating : B+
Price Target
Institutional Ownership

JB CAPITAL PARTNERS LP
Shares:503.95K
Value:$37.61M

DIMENSIONAL FUND ADVISORS LP
Shares:493.22K
Value:$36.8M

VANGUARD GROUP INC
Shares:426.03K
Value:$31.79M
Summary
Showing Top 3 of 140




