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Oppenheimer Holdings

OverviewSuggest Edit

The Company is engaged in a range of activities in the securities industry, including retail securities brokerage, institutional sales and trading, investment banking, research, market-making, trust services, and investment advisory and asset management services. Its segments are Private Client, which provides financial services in the United States; Asset Management, which offers investment advisory services to its retail and institutional clients; Capital Markets, includes investment banking, institutional equities sales, trading, and research, taxable fixed income sales, trading, and research, public finance and municipal trading; Commercial Mortgage Banking, engaged in the business of originating and servicing Federal Housing Administration insured multifamily and healthcare facility loans and securitizing these loans into Government National Mortgage Association mortgage-backed securities.

TypePublic
Founded1950
HQNew York, NY, USMap
Websiteoppenheimer.com
Employee Ratings2.8More
View Jobs (58)

Recent NewsAll News

Latest Updates

Employees (est.) (Dec 2019)2,917
Job Openings58
Revenue (FY, 2020)$1.2 B(+16%)
Share Price (Mar 2021)$40
Cybersecurity ratingAMore

Key People/Management at Oppenheimer Holdings

Peter Albano

Peter Albano

Senior Managing Director, Global Head of Fixed Income
Albert Lowenthal

Albert Lowenthal

CEO & Chairman
Jeff Alfano

Jeff Alfano

Executive Vice President, Chief Financial Officer
John Benedetto

John Benedetto

Executive Vice President, Chief Operations Officer
John Hellier

John Hellier

Senior Managing Director, Equities
Ed Harrington

Ed Harrington

Executive Vice President, Private Client Division
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Oppenheimer Holdings Office Locations

Oppenheimer Holdings has offices in New York, München, Hong Kong , Tel Aviv-Yafo and in 3 other locations
New York, NY, US (HQ)
85 Broad St
München, DE
Maximilianstraße 13/3rd floor
Hong Kong , HK
Henley Building 5 Queen's Road Central
Tel Aviv-Yafo, IL
50 Dizengoff St
Saint Helier, JE
43 Hilgrove St
Genève, CH
Rue du Mont-Blanc 10
Show all (7)

Oppenheimer Holdings Financials and Metrics

Oppenheimer Holdings Revenue

Oppenheimer Holdings's revenue was reported to be $1.2 b in FY, 2020
USD

Revenue (FY, 2020)

1.2b

Net income (FY, 2020)

123.0m

EBIT (FY, 2020)

169.0m

Market capitalization (31-Mar-2021)

510.8m

Closing stock price (31-Mar-2021)

40.0

Cash (31-Dec-2020)

35.4m

EV

792.6m
Oppenheimer Holdings's current market capitalization is $510.8 m.
Annual
USDFY, 2011FY, 2012FY, 2013FY, 2014FY, 2015FY, 2016FY, 2017FY, 2018FY, 2019FY, 2020

Revenue

959.0m952.6m1.0b1.0b928.4m857.8m920.3m958.2m1.0b1.2b

Revenue growth, %

(1%)(8%)(8%)

R&D expense

62.7m63.4m65.8m67.2m66.9m70.4m72.0m74.5m81.6m82.1m

Operating expense total

62.7m63.4m65.8m67.2m66.9m70.4m72.0m74.5m81.6m82.1m
Quarterly
USDQ2, 2011Q3, 2011Q2, 2012Q3, 2012Q1, 2013Q2, 2013Q3, 2013Q1, 2014Q2, 2014Q3, 2014Q1, 2015Q2, 2015Q3, 2015Q1, 2016Q2, 2016Q3, 2016Q1, 2017Q2, 2017Q3, 2017Q1, 2018Q2, 2018Q3, 2018Q1, 2019Q2, 2019Q3, 2019Q1, 2020Q2, 2020Q3, 2020

Revenue

244.5m231.6m233.1m231.8m239.1m243.8m243.4m255.2m249.7m244.7m245.6m238.9m213.5m218.7m212.1m211.8m213.3m215.9m226.2m234.5m242.6m237.8m251.8m250.9m234.8m234.8m264.7m276.3m

Cost of goods sold

1.7m

Gross profit

232.8m

Gross profit Margin, %

99%
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Annual
USDFY, 2011FY, 2012FY, 2013FY, 2014FY, 2015FY, 2016FY, 2017FY, 2018FY, 2019FY, 2020

Cash

70.3m135.4m98.3m63.8m63.4m64.9m48.2m90.7m79.6m35.4m

Accounts Receivable

Inventories

PP&E

17.0m28.3m32.9m29.6m28.3m27.2m29.0m31.4m27.8m
Quarterly
USDQ2, 2011Q3, 2011Q2, 2012Q3, 2012Q1, 2013Q2, 2013Q3, 2013Q1, 2014Q2, 2014Q3, 2014Q1, 2015Q2, 2015Q3, 2015Q1, 2016Q2, 2016Q3, 2016Q1, 2017Q2, 2017Q3, 2017Q1, 2018Q2, 2018Q3, 2018Q1, 2019Q2, 2019Q3, 2019Q1, 2020Q2, 2020Q3, 2020

Cash

109.6m87.5m93.5m93.2m98.8m106.1m105.4m123.0m65.2m77.9m66.9m50.3m47.3m62.5m107.5m99.0m62.4m116.6m44.8m42.7m39.0m37.5m83.1m71.3m26.2m23.5m51.2m32.1m

PP&E

19.9m18.0m25.9m28.2m30.9m35.0m33.5m32.4m31.3m30.5m28.3m27.9m27.7m28.5m27.9m28.3m27.4m26.5m26.6m28.3m28.0m28.8m30.7m32.3m32.1m30.6m30.4m28.9m

Goodwill

132.5m137.9m137.9m137.9m137.9m137.9m137.9m137.9m137.9m137.9m137.9m137.9m137.9m137.9m137.9m137.9m137.9m137.9m137.9m137.9m137.9m137.9m137.9m137.9m137.9m137.9m137.9m137.9m

Total Assets

3.6b3.3b2.9b2.8b2.6b2.8b3.0b3.1b3.0b2.9b2.8b2.9b2.9b2.6b2.6b2.6b2.5b2.6b2.5b2.5b2.5b2.4b2.5b2.7b2.2b2.1b2.4b2.6b
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Annual
USDFY, 2011FY, 2012FY, 2013FY, 2014FY, 2015FY, 2016FY, 2017FY, 2018FY, 2019FY, 2020

Net Income

10.3m(3.6m)26.2m9.6m2.9m491.0k23.0m28.9m53.0m123.0m

Depreciation and Amortization

11.9m10.5m9.4m7.7m6.8m5.7m7.6m8.1m

Accounts Payable

31.7m(4.4m)11.9m(51.3m)22.5m(70.0m)(6.5m)(2.2m)(23.8m)(25.6m)

Cash From Operating Activities

81.5m(9.5m)(3.4m)78.3m(20.8m)(67.5m)(16.1m)168.6m79.1m(54.1m)
Quarterly
USDQ2, 2011Q3, 2011Q2, 2012Q3, 2012Q1, 2013Q2, 2013Q3, 2013Q1, 2014Q2, 2014Q3, 2014Q1, 2015Q2, 2015Q3, 2015Q1, 2016Q2, 2016Q3, 2016Q1, 2017Q2, 2017Q3, 2017Q1, 2018Q2, 2018Q3, 2018Q1, 2019Q2, 2019Q3, 2019Q1, 2020Q2, 2020Q3, 2020

Net Income

4.8m6.9m(2.2m)87.0k3.7m6.5m12.5m3.4m2.2m6.0m(3.9m)1.3m2.2m(4.8m)(6.1m)1.8m6.7m15.5m20.6m11.2m23.6m27.5m7.8m25.5m41.1m

Depreciation and Amortization

6.4m9.3m5.6m8.0m2.5m5.0m7.4m1.9m3.9m5.8m1.8m3.6m5.5m1.5m3.0m4.4m1.4m2.8m4.2m1.5m3.1m5.0m1.7m16.5m24.7m2.1m4.1m6.2m

Accounts Payable

12.5m42.7m8.8m(14.7m)(31.6m)(11.4m)10.8m(46.7m)(27.0m)(22.5m)62.1m41.1m4.4m(38.6m)(50.0m)(59.0m)3.3m(8.1m)(5.1m)4.1m4.3m5.7m2.9m(14.3m)(18.0m)(8.3m)(15.0m)(20.5m)

Cash From Operating Activities

(25.5m)54.5m(23.9m)(25.5m)(105.7m)(105.9m)22.9m(52.6m)(13.4m)13.7m(36.6m)(126.4m)(89.8m)(41.4m)(40.7m)(24.5m)(42.0m)(70.4m)(34.4m)(27.5m)11.3m118.3m15.3m(38.0m)22.9m(241.0m)(15.9m)(148.4m)
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USDQ2, 2011

Financial Leverage

7.2 x
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Oppenheimer Holdings Operating Metrics

Oppenheimer Holdings's Assets Under Management was reported to be $26.1b in Q2, 2017.
FY, 2014Q1, 2015Q2, 2015Q3, 2015FY, 2015Q1, 2016Q2, 2016Q3, 2016FY, 2016Q1, 2017Q2, 2017

Assets Under Administration

$87.3 b$88 b$84.9 b$79.6 b$78.7 b$78.7 b$78.7 b$79.7 b$77.2 b$80.2 b$81.2 b

Assets Under Management

$25.88 b$26.62 b$25.57 b$23.67 b$24.11 b$23.75 b$24.28 b$24.62 b$24.77 b$25.81 b$26.08 b

Financial Advisors

1.32 k1.3 k1.27 k1.26 k1.23 k1.22 k1.2 k1.18 k1.16 k1.16 k1.13 k

Locations

9293919085829492939394
Show all operating metrics

Oppenheimer Holdings Revenue Breakdown

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Oppenheimer Holdings revenue breakdown by business segment: 58.8% from Private Client, 10.8% from Asset Management, 29.7% from Capital Markets and 0.7% from Other

Oppenheimer Holdings Cybersecurity Score

Cybersecurity ratingPremium dataset

A

90/100

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Oppenheimer Holdings Environment, Social & Governance (ESG) Ratings

CSRHub ESG ratingPremium dataset

40-49

out of 100

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Oppenheimer Holdings Online and Social Media Presence

Oppenheimer Holdings's Trends

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Oppenheimer Holdings News and Updates

October 26, 2018

Oppenheimer Holdings Inc. Reports Third Quarter 2018 Earnings and Announces Quarterly Dividend

NEW YORK, Oct. 26, 2018 /PRNewswire/ - Oppenheimer Holdings Inc. (NYSE: OPY) today reported net income of $5.1 million or $0.38 basic net income per share for the third quarter of 2018 compared with net income of $7.8 million or $0.59 basic net income per share for the third quarter of...

 Oppenheimer Holdings Frequently Asked Questions

  • When was Oppenheimer Holdings founded?

    Oppenheimer Holdings was founded in 1950.

  • Who are Oppenheimer Holdings key executives?

    Oppenheimer Holdings's key executives are Peter Albano, Albert Lowenthal and Jeff Alfano.

  • How many employees does Oppenheimer Holdings have?

    Oppenheimer Holdings has 2,917 employees.

  • What is Oppenheimer Holdings revenue?

    Latest Oppenheimer Holdings annual revenue is $1.2 b.

  • What is Oppenheimer Holdings revenue per employee?

    Latest Oppenheimer Holdings revenue per employee is $410.9 k.

  • Who are Oppenheimer Holdings competitors?

    Competitors of Oppenheimer Holdings include Flagstar Bancorp, Bankinter and Bank Albilad.

  • Where is Oppenheimer Holdings headquarters?

    Oppenheimer Holdings headquarters is located at 85 Broad St, New York.

  • Where are Oppenheimer Holdings offices?

    Oppenheimer Holdings has offices in New York, München, Hong Kong , Tel Aviv-Yafo and in 3 other locations.

  • How many offices does Oppenheimer Holdings have?

    Oppenheimer Holdings has 7 offices.