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Oppenheimer Holdings

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    • Financial ServicesInvestmentbanksbrokeragemortgagestax

    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.

    Revenue(FY, 2017)
    $920.3 M
    Market capitalization(2019-01-17)
    $366.7 M
    Assets Under Management(Q2, 2017)
    $26.1 B

    Employee Rating

    3.0More
    TypePublic
    HQNew York, US
    Founded1950
    Size (employees)2,904 (est)-1%
    Websiteopco.com
    Oppenheimer Holdings was founded in 1950 and is headquartered in New York, US
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    Key People/Management at Oppenheimer Holdings

    Peter Albano

    Peter Albano

    Senior Managing Director, Global Head of Fixed Income
    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
    Joan Khoury

    Joan Khoury

    Managing Director, Chief Marketing Officer
    Max Lami

    Max Lami

    Chief Executive Officer, Head of Investment Banking, EMEA
    Show more

    Oppenheimer Holdings Office Locations

    Oppenheimer Holdings has offices in New York, Hong Kong , London and Tel Aviv-Yafo
    New York, US (HQ)
    85 Broad St
    Hong Kong , HK
    Henley Building 5 Queen's Road Central
    Tel Aviv-Yafo, IL
    50 Dizengoff St
    London, GB
    6 Gracechurch St
    Show all (4)
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    Oppenheimer Holdings Financials and Metrics

    Oppenheimer Holdings Revenue

    Oppenheimer Holdings's revenue was reported to be $920.34 m in FY, 2017
    USD

    Revenue (Q3, 2018)

    		237.8m

    Net income (Q3, 2018)

    		5.1m

    Market capitalization (17-Jan-2019)

    		366.7m

    Closing stock price (17-Jan-2019)

    		27.6

    Cash (30-Sep-2018)

    		37.5m
    Oppenheimer Holdings's current market capitalization is $366.7 m.
    Annual
    USDFY, 2013FY, 2014FY, 2015FY, 2016FY, 2017

    Revenue

    		1.0b1.0b928.4m857.8m920.3m

    Revenue growth, %

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

    Sales and marketing expense

    		486.8m417.6m377.3m336.6m

    Operating expense total

    		975.8m921.7m879.7m900.6m
    Quarterly
    USDQ3, 2013Q1, 2014Q2, 2014Q3, 2014Q1, 2015Q2, 2015Q3, 2015Q1, 2016Q2, 2016Q3, 2016Q1, 2017Q2, 2017Q3, 2017Q1, 2018Q2, 2018Q3, 2018

    Revenue

    		243.4m255.2m249.7m244.7m245.6m238.9m213.5m218.7m212.1m211.8m213.3m215.9m226.2m234.5m242.6m237.8m

    Sales and marketing expense

    		120.3m122.1m116.1m110.9m109.7m103.6m101.2m103.8m92.6m90.0m86.7m83.9m77.6m83.4m82.9m79.7m

    Operating expense total

    		235.2m250.1m249.6m233.8m235.7m236.3m215.1m226.7m217.3m213.6m220.3m217.5m214.4m224.9m230.1m230.7m

    Interest expense

    		14.4m12.4m12.5m12.4m11.0m12.0m14.4m13.4m12.0m11.3m10.6m12.8m13.0m12.2m13.1m13.4m
    show all
    Annual
    USDFY, 2013FY, 2014FY, 2015FY, 2016FY, 2017

    Cash

    		98.3m63.8m63.4m64.9m48.2m

    Accounts Receivable

    Inventories

    Goodwill

    		137.9m137.9m137.9m137.9m137.9m
    Quarterly
    USDQ3, 2013Q1, 2014Q2, 2014Q3, 2014Q1, 2015Q2, 2015Q3, 2015Q1, 2016Q2, 2016Q3, 2016Q1, 2017Q2, 2017Q3, 2017Q1, 2018Q2, 2018Q3, 2018

    Cash

    		105.4m123.0m65.2m77.9m66.9m50.3m47.3m62.5m107.5m99.0m62.4m116.6m44.8m42.7m39.0m37.5m

    Goodwill

    		137.9m137.9m137.9m137.9m137.9m137.9m137.9m137.9m137.9m137.9m137.9m137.9m137.9m137.9m137.9m137.9m

    Total Assets

    		3.0b3.1b3.0b2.9b2.8b2.9b2.9b2.6b2.6b2.6b2.5b2.6b2.5b2.5b2.5b2.4b

    Long-term debt

    		149.0m
    show all
    Annual
    USDFY, 2013FY, 2014FY, 2015FY, 2016FY, 2017

    Net Income

    		491.0k23.0m

    Inventories

    Accounts Payable

    		11.9m(51.3m)22.5m(70.0m)(6.5m)

    Cash From Investing Activities

    		(14.0m)(5.9m)
    Quarterly
    USDQ3, 2013Q1, 2014Q2, 2014Q3, 2014Q1, 2015Q2, 2015Q3, 2015Q1, 2016Q2, 2016Q3, 2016Q1, 2017Q2, 2017Q3, 2017Q1, 2018Q2, 2018Q3, 2018

    Net Income

    		(3.9m)6.7m(646.0k)(4.8m)7.9m6.7m15.5m20.6m

    Accounts Payable

    		165.6m170.2m203.5m41.1m145.8m(38.6m)110.4m105.8m3.3m(8.1m)4.1m4.3m5.7m

    Cash From Investing Activities

    		(1.9m)(1.8m)(1.5m)(3.1m)(4.3m)(6.8m)

    Long-term Borrowings

    		150.0m
    show all
    USDY, 2018

    Financial Leverage

    		4.3 x
    Show all financial metrics

    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

    		$87.30 b$88 b$84.90 b$79.60 b$78.70 b$78.70 b$78.70 b$79.70 b$77.20 b$80.20 b$81.20 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 k1.30 k1.27 k1.26 k1.23 k1.22 k1.20 k1.18 k1.16 k1.16 k1.13 k

    Locations

    		92 93 91 90 85 82 94 92 93 93 94
    Show all operating metrics

    Oppenheimer Holdings Revenue Breakdown

    Embed Graph

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

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    Competitors

    Flagstar Bancorp
    Financial Services - Public
    Bank of America
    Financial Services - Public
    Meridian Bancorp
    Financial Services - Public
    Alandsbanken
    Financial Services - Public
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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...
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    Oppenheimer Holdings Company Life and Culture

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     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, Jeff Alfano and John Benedetto.

    • How many employees does Oppenheimer Holdings have?

      Oppenheimer Holdings has 2,904 employees.

    • What is Oppenheimer Holdings revenue?

      Latest Oppenheimer Holdings annual revenue is $920.3 m.

    • What is Oppenheimer Holdings revenue per employee?

      Latest Oppenheimer Holdings revenue per employee is $316.9 k.

    • Who are Oppenheimer Holdings competitors?

      Competitors of Oppenheimer Holdings include Flagstar Bancorp, Bank of America and Meridian Bancorp.

    • 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, Hong Kong , London and Tel Aviv-Yafo.

    • How many offices does Oppenheimer Holdings have?

      Oppenheimer Holdings has 4 offices.