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.

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
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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
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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
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
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
USDY, 2018

Financial Leverage

4.3 x
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Oppenheimer Holdings Operating Metrics

Oppenheimer Holdings's Assets Under Management was reported to be $26.1b in Q2, 2017.
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Oppenheimer Holdings Revenue Breakdown

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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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Oppenheimer Holdings News and Updates

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.