OPPENHEIMER HOLDINGS INC
OPYOther · Accelerated filer · SEC filings ↗ · Compare ⊕
View price & chart on Yahoo Finance ↗Financials
SEC XBRL · annual| FY25 | FY24 | FY23 | FY22 | FY21 | FY20 | |
|---|---|---|---|---|---|---|
| Revenue | $1.42B | $1.23B | $1.07B | $1.05B | $1.32B | $1.12B |
| Operating income | $211.2M | $105.8M | $46.8M | $45.6M | $224.6M | $169.0M |
| Net income | $148.4M | $71.6M | $30.2M | $32.4M | $159.0M | $123.0M |
| Total assets | $3.72B | $3.38B | $2.87B | $2.71B | $3.04B | $2.71B |
| Total liabilities | $2.73B | $2.53B | $2.09B | $1.89B | $2.09B | $2.03B |
| Equity | $983.8M | $850.4M | $789.2M | $794.2M | $823.2M | $685.7M |
| EPS (diluted) | $13.04 | $6.37 | $2.59 | $2.57 | $11.70 | $9.30 |
| Shares out. | 11.4M | 11.2M | 11.6M | 12.6M | 13.6M | 13.2M |
Reported figures from the company's SEC filings (XBRL). Blank where a line item isn't cleanly tagged — never estimated.
Key ratios
from filings · FY2025- Operating margin
- 14.8%
- Net margin
- 10.4%
- Return on equity
- 15.1%
- Return on assets
- 4.0%
- Return on capital (ROCE)
- —
- Liabilities / assets
- 73.2%
- Debt / equity
- 2.77×
- Book value / share
- $86.43
- Revenue growth (YoY)
- 15.9%
- Net income growth (YoY)
- 107.4%
Computed from the company's own SEC figures — no market price, so these are facts, not a valuation. Book value per share is reported equity ÷ shares; it is not the stock price.
Financial health
forensic scores · FY2025- Accruals / assets
- −1.1%clean
- Piotroski F-Score
- 7/8strong
Altman Z″is a textbook bankruptcy-distress score from book values only (>2.6 safe · 1.1–2.6 grey · <1.1 distress). Accruals = (net income − operating cash flow) ÷ assets; persistently high accruals are an earnings-quality red flag. Beneish M-Scoreis an eight-ratio screen comparing this year with last (M > −1.78 = elevated manipulation-risk screen, not proof). Piotroski F-Scorecounts how many of nine fundamental-health checks pass (shown as passed / applicable; we use operating margin and total liabilities as documented proxies where the exact input isn't XBRL-tagged). Computed from SEC filings — descriptive factors, not advice or a forecast.
Quality score
EDS ScoreOur own multi-factor score from free SEC data — profitability, growth, financial strength, earnings quality, and event/ownership catalysts. No market price and no licensed model: each axis is the share of source-backed checks it passes. Descriptive factors, not advice or a forecast. What these scores mean →
Signs
● 1 severe● 1 warning● 5 good- Filed a late-filing notice (Form NT) — missed an SEC deadline
- High leverage (liabilities > 70% of assets)
- Operating margin is positive
- Strong return on equity (>15%)
- Revenue is growing year-over-year
- Positive operating cash flow
- Clean earnings (low accruals)
Derived from the company's own SEC figures (fundamentals, forensic scores, filing discipline) — descriptive factors, not advice or a forecast.
Risk flags
late SEC filings- NT 10-Qmissed a reporting deadline ↗Nov 10, 2011
- NT 10-Qmissed a reporting deadline ↗May 13, 2005
A Form NT means the company notified the SEC it would file a periodic report late — often an accounting, audit or liquidity warning sign. Also search SEC enforcement actions for this company.
Insider transactions
SEC Form 4 · most recent| Insider | Date | Type | Shares | Price |
|---|---|---|---|---|
| Glasser TeresaDirector | Feb 26, 2026 | J | 1,400 | — |
| Roth R LawrenceDirector | Feb 26, 2026 | J | 1,400 | — |
| Mcnamara Dennis POfficer — Secretary | Mar 2, 2026 | Sell | 4,673 | $90.67 |
| Spaulding SuzanneDirector | Feb 26, 2026 | J | 1,400 | — |
| Dwyer Timothy MartinDirector | Feb 26, 2026 | J | 1,400 | — |
| Behrens EvanDirector | Feb 26, 2026 | J | 1,400 | — |
| Kanter Stacy J.Director | Feb 26, 2026 | J | 1,400 | — |
| Friedman Paul MDirector | Feb 26, 2026 | J | 1,400 | — |
Headline trade per Form 4 (officers, directors, 10%+ owners). Buy/sell read from the filing's structured data — blank where a field isn't cleanly tagged.
Short interest
FINRA · bi-monthly| Settlement | Shares short | Days to cover | Δ vs prior |
|---|---|---|---|
| May 15, 2026 | 43,219 | 1.0 | +52.1% |
| Apr 30, 2026 | 28,420 | 1.0 | -16.6% |
| Apr 15, 2026 | 34,086 | 1.0 | +15.8% |
| Mar 31, 2026 | 29,437 | 1.0 | +43.4% |
| Mar 13, 2026 | 20,522 | 1.0 | -12.1% |
Shares sold short as reported to FINRA. Days-to-cover = short shares ÷ average daily volume — higher means more potential squeeze pressure.
Material events
SEC Form 8-K · most recent- Amended charter or bylaws · Shareholder voteMay 5, 2026
- Regulation FD disclosureMay 4, 2026
- Results of operationsMay 1, 2026
- Entered a material agreementApr 27, 2026
- Regulation FD disclosureFeb 2, 2026
- Results of operationsJan 30, 2026
- Other material eventDec 12, 2025
- Regulation FD disclosureNov 3, 2025
Events the company reported on Form 8-K, labelled by the SEC item code it filed under — its own classification, not our interpretation.
Recent SEC filings
All filings ↗Event-driven situations (3)
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