Oppenheimer Holdings

OPY

Market cap $1.15B

Oppenheimer Holdings Inc. (OPY) Shareholder/Analyst Call Transcript

Oppenheimer Holdings delivered strong Q1 results, outperforming expectations despite market turbulence and a challenging macro backdrop. OPY's capital markets segment showed robust growth, with operating leverage and increased advisory and ECM revenues driving bottom-line strength. Wealth Management AUM rose approximately 10%, supporting higher advisory fees and commission revenue, though segment pre-tax income declined due to rising compensation.

NEW YORK, May 1, 2026 /PRNewswire/ - Oppenheimer Holdings Inc. (NYSE: OPY) (the "Company" or "Firm") today reported a net loss of $20.6 million or $(1.93) per share (basic and diluted) for the first quarter of 2026, compared with net income of $30.7 million or $2.93 basic earnings per share for the first quarter of 2025. Revenue for the first quarter of 2026 was $445.1 million, an increase of 21.0%, compared to revenue of $367.8 million for the first quarter of 2025.

NEW YORK, April 24, 2026 /PRNewswire/ - Oppenheimer Holdings Inc. ("OPY") today announced that its principal operating subsidiary, Oppenheimer & Co. Inc. ("Oppenheimer"), reached an agreement to settle the previously disclosed litigation styled Liberty Capital Group, Individually and on Behalf of All Others Similarly Situated v. Oppenheimer Holdings Inc., Oppenheimer & Co. Inc., and Oppenheimer Asset Management Inc., No.

As of April 16, 2026, three stocks in the financial sector could be flashing a real warning to investors who value momentum as a key criteria in their trading decisions.

Fleming Elevated to New York-Based Leadership Role as Ron Guidi Takes Over San Francisco Office Amid Growth of Company's Wealth Management Business NEW YORK, April 9, 2026 /PRNewswire/ -- Oppenheimer & Co. Inc., a leading wealth manager and investment bank and a subsidiary of Oppenheimer Holdings Inc. (NYSE: OPY), today announced that David Fleming has been promoted to a leadership role within the firm's Private Client Division. He will be based in New York.

Veteran dealmaker joins Technology group to expand coverage across a critical and growing sector NEW YORK, April 8, 2026 /PRNewswire/ -- Oppenheimer & Co. Inc. (Oppenheimer), a leading investment bank, wealth manager, and subsidiary of Oppenheimer Holdings Inc. (NYSE: OPY), today announced that Bill Farmer has joined the firm as Managing Director and Head of Aerospace & Defense Technology Investment Banking. He will be based in Baltimore and report to Robin Graham, Head of the Technology Investment Banking Group.

Additions coincide with growing infrastructure demand, a retreat by longtime market participants, and continued momentum in the firm's Public Finance business NEW YORK, March 31, 2026 /PRNewswire/ -- Oppenheimer & Co. Inc. (Oppenheimer), a leading investment bank, wealth manager, and subsidiary of Oppenheimer Holdings Inc. (NYSE: OPY), today announced the hiring of three Managing Directors: Matt Davis, Head of Competitive Municipal Underwriting; Lauren Carter, Competitive Municipal Underwriting; and Brendan Shanahan, Municipal Trading. The three hires significantly expand the firm's municipal underwriting, sales and trading capabilities and build on the strong momentum of Oppenheimer's broader Public Finance Team, led by Managing Director Beth Coolidge.

Peter Bennett to Lead Corporate Executive Services Team NEW YORK, March 24, 2026 /PRNewswire/ -- Oppenheimer & Co. Inc. (Oppenheimer), a leading investment bank, wealth manager, and subsidiary of Oppenheimer Holdings Inc., today announced that Managing Directors Chris DeFalco and John Hyland have been named Co-Heads of the firm's Equity Capital Markets Investment Banking group. In their new roles, they will jointly oversee the strategic direction, execution, and continued growth of Oppenheimer's leading equity capital markets platform, with a focus on deepening Oppenheimer's product expertise across its core industry verticals.

Private credit executive to lead newly launched debt private placements group, expanding financing solutions  for investment banking clients. NEW YORK, March 17, 2026 /PRNewswire/ -- Oppenheimer & Co. Inc. – a leading investment bank, wealth manager and a subsidiary of Oppenheimer Holdings Inc. (NYSE: OPY) – today announced that Eric Nortman has joined the firm as Managing Director, Head of Debt Private Placements.