Pulling SEC filings + quote and writing the call…

OPPENHEIMER HOLDINGS INC
Next earnings Jul 30, 2026
Last earnings -6.7% on 2026-05-01
Revenue grew 15.9% YoY.
Revenue (FY2025) $1.42B · FY2025
Quality fundamentals and an attractive price line up (~371% below fair value) — the rarer case where both the business and the entry look good.
OPPENHEIMER HOLDINGS INC shows $1.42B in FY2025 revenue (+15.9% YoY), a 10.4% net margin, and 15.1% ROE.
| Line item | FY21 | FY22 | FY23 | FY24 | FY25 |
|---|---|---|---|---|---|
| Revenue | $1.32B | $1.05B | $1.07B | $1.23B | $1.42B |
| Gross profit | — | — | — | — | — |
| Operating income | $225M | $45.6M | $46.8M | $106M | $211M |
| Net income | $159M | $32.4M | $30.2M | $71.6M | $148M |
| Diluted EPS | $11.70 | $2.57 | $2.59 | $6.37 | $13.04 |
| Net margin | 12.1% | 3.1% | 2.8% | 5.8% | 10.4% |
Annual figures from SEC 10-K XBRL filings. Open the filing links below for full statement detail.
Computed from SEC XBRL annual figures + the current quote. EV and ROIC use long-term + current debt where filed; estimates, not investment advice.
Sources: SEC EDGAR (CIK 0000791963, latest 10-Q filed 2026-05-01) · EODHD · as of 6/28/2026, 7:11:01 AM.
Research and education only — not financial advice. EDGAR is not a registered investment adviser or broker-dealer and gives no personalized advice. Every call is impersonal — identical for all users, generated on a schedule from SEC filings plus a delayed/third-party price feed — may be wrong or out of date, and is not a recommendation to buy or sell any security. The operator and an affiliated trading operation may hold or trade the securities EDGAR rates; see Disclosures. Past performance does not guarantee future results. Do your own research.
| 2026-03-02 | McNAMARA DENNIS P Secretary | Sell | 4.67K @ $90.67 | $424K |
| 2026-02-26 | Glasser Teresa Director | Acquired (J) | 1.40K | |
| 2026-02-26 | ROTH R LAWRENCE Director | Acquired (J) | 1.40K | |
| 2026-02-26 | Spaulding Suzanne Director | Acquired (J) | 1.40K |
Source: EODHD. Yield = trailing-12-month dividends ÷ price.
Dates from 8-K (Item 2.02); beat/miss = reported EPS vs consensus (Finnhub, recent quarters); move = prior close → close on/after.
Disclosed under the STOCK Act
Self-reported periodic transaction reports (STOCK Act). Amounts are disclosed ranges; a trade may be a spouse's. Disclosures lag the trade by up to ~45 days. Source: House Clerk + Senate eFD.
1043 tracked peers · median
Recent news tone vs the market's typical (which skews positive). A soft signal, not a recommendation.