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.
Type | Public | |
Founded | 1950 | |
HQ | New York, NY, US | Map |
Website | oppenheimer.com | |
Employee Ratings | More |
USD | |
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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 |
USD | FY, 2011 | FY, 2012 | FY, 2013 | FY, 2014 | FY, 2015 | FY, 2016 | FY, 2017 | FY, 2018 | FY, 2019 | FY, 2020 |
---|---|---|---|---|---|---|---|---|---|---|
Revenue | 959.0m | 952.6m | 1.0b | 1.0b | 928.4m | 857.8m | 920.3m | 958.2m | 1.0b | 1.2b |
Revenue growth, % | (1%) | (8%) | (8%) | |||||||
R&D expense | 62.7m | 63.4m | 65.8m | 67.2m | 66.9m | 70.4m | 72.0m | 74.5m | 81.6m | 82.1m |
Operating expense total | 62.7m | 63.4m | 65.8m | 67.2m | 66.9m | 70.4m | 72.0m | 74.5m | 81.6m | 82.1m |
USD | Q2, 2011 | Q3, 2011 | Q2, 2012 | Q3, 2012 | Q1, 2013 | Q2, 2013 | Q3, 2013 | Q1, 2014 | Q2, 2014 | Q3, 2014 | Q1, 2015 | Q2, 2015 | Q3, 2015 | Q1, 2016 | Q2, 2016 | Q3, 2016 | Q1, 2017 | Q2, 2017 | Q3, 2017 | Q1, 2018 | Q2, 2018 | Q3, 2018 | Q1, 2019 | Q2, 2019 | Q3, 2019 | Q1, 2020 | Q2, 2020 | Q3, 2020 |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Revenue | 244.5m | 231.6m | 233.1m | 231.8m | 239.1m | 243.8m | 243.4m | 255.2m | 249.7m | 244.7m | 245.6m | 238.9m | 213.5m | 218.7m | 212.1m | 211.8m | 213.3m | 215.9m | 226.2m | 234.5m | 242.6m | 237.8m | 251.8m | 250.9m | 234.8m | 234.8m | 264.7m | 276.3m |
Cost of goods sold | 1.7m | |||||||||||||||||||||||||||
Gross profit | 232.8m | |||||||||||||||||||||||||||
Gross profit Margin, % | 99% |
USD | Q2, 2011 | Q3, 2011 | Q2, 2012 | Q3, 2012 | Q1, 2013 | Q2, 2013 | Q3, 2013 | Q1, 2014 | Q2, 2014 | Q3, 2014 | Q1, 2015 | Q2, 2015 | Q3, 2015 | Q1, 2016 | Q2, 2016 | Q3, 2016 | Q1, 2017 | Q2, 2017 | Q3, 2017 | Q1, 2018 | Q2, 2018 | Q3, 2018 | Q1, 2019 | Q2, 2019 | Q3, 2019 | Q1, 2020 | Q2, 2020 | Q3, 2020 |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Cash | 109.6m | 87.5m | 93.5m | 93.2m | 98.8m | 106.1m | 105.4m | 123.0m | 65.2m | 77.9m | 66.9m | 50.3m | 47.3m | 62.5m | 107.5m | 99.0m | 62.4m | 116.6m | 44.8m | 42.7m | 39.0m | 37.5m | 83.1m | 71.3m | 26.2m | 23.5m | 51.2m | 32.1m |
PP&E | 19.9m | 18.0m | 25.9m | 28.2m | 30.9m | 35.0m | 33.5m | 32.4m | 31.3m | 30.5m | 28.3m | 27.9m | 27.7m | 28.5m | 27.9m | 28.3m | 27.4m | 26.5m | 26.6m | 28.3m | 28.0m | 28.8m | 30.7m | 32.3m | 32.1m | 30.6m | 30.4m | 28.9m |
Goodwill | 132.5m | 137.9m | 137.9m | 137.9m | 137.9m | 137.9m | 137.9m | 137.9m | 137.9m | 137.9m | 137.9m | 137.9m | 137.9m | 137.9m | 137.9m | 137.9m | 137.9m | 137.9m | 137.9m | 137.9m | 137.9m | 137.9m | 137.9m | 137.9m | 137.9m | 137.9m | 137.9m | 137.9m |
Total Assets | 3.6b | 3.3b | 2.9b | 2.8b | 2.6b | 2.8b | 3.0b | 3.1b | 3.0b | 2.9b | 2.8b | 2.9b | 2.9b | 2.6b | 2.6b | 2.6b | 2.5b | 2.6b | 2.5b | 2.5b | 2.5b | 2.4b | 2.5b | 2.7b | 2.2b | 2.1b | 2.4b | 2.6b |
USD | FY, 2011 | FY, 2012 | FY, 2013 | FY, 2014 | FY, 2015 | FY, 2016 | FY, 2017 | FY, 2018 | FY, 2019 | FY, 2020 |
---|---|---|---|---|---|---|---|---|---|---|
Net Income | 10.3m | (3.6m) | 26.2m | 9.6m | 2.9m | 491.0k | 23.0m | 28.9m | 53.0m | 123.0m |
Depreciation and Amortization | 11.9m | 10.5m | 9.4m | 7.7m | 6.8m | 5.7m | 7.6m | 8.1m | ||
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) | 168.6m | 79.1m | (54.1m) |
USD | Q2, 2011 | Q3, 2011 | Q2, 2012 | Q3, 2012 | Q1, 2013 | Q2, 2013 | Q3, 2013 | Q1, 2014 | Q2, 2014 | Q3, 2014 | Q1, 2015 | Q2, 2015 | Q3, 2015 | Q1, 2016 | Q2, 2016 | Q3, 2016 | Q1, 2017 | Q2, 2017 | Q3, 2017 | Q1, 2018 | Q2, 2018 | Q3, 2018 | Q1, 2019 | Q2, 2019 | Q3, 2019 | Q1, 2020 | Q2, 2020 | Q3, 2020 |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Net Income | 4.8m | 6.9m | (2.2m) | 87.0k | 3.7m | 6.5m | 12.5m | 3.4m | 2.2m | 6.0m | (3.9m) | 1.3m | 2.2m | (4.8m) | (6.1m) | 1.8m | 6.7m | 15.5m | 20.6m | 11.2m | 23.6m | 27.5m | 7.8m | 25.5m | 41.1m | |||
Depreciation and Amortization | 6.4m | 9.3m | 5.6m | 8.0m | 2.5m | 5.0m | 7.4m | 1.9m | 3.9m | 5.8m | 1.8m | 3.6m | 5.5m | 1.5m | 3.0m | 4.4m | 1.4m | 2.8m | 4.2m | 1.5m | 3.1m | 5.0m | 1.7m | 16.5m | 24.7m | 2.1m | 4.1m | 6.2m |
Accounts Payable | 12.5m | 42.7m | 8.8m | (14.7m) | (31.6m) | (11.4m) | 10.8m | (46.7m) | (27.0m) | (22.5m) | 62.1m | 41.1m | 4.4m | (38.6m) | (50.0m) | (59.0m) | 3.3m | (8.1m) | (5.1m) | 4.1m | 4.3m | 5.7m | 2.9m | (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) | 11.3m | 118.3m | 15.3m | (38.0m) | 22.9m | (241.0m) | (15.9m) | (148.4m) |
USD | Q2, 2011 |
---|---|
Financial Leverage | 7.2 x |
FY, 2014 | Q1, 2015 | Q2, 2015 | Q3, 2015 | FY, 2015 | Q1, 2016 | Q2, 2016 | Q3, 2016 | FY, 2016 | Q1, 2017 | Q2, 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 k | 1.3 k | 1.27 k | 1.26 k | 1.23 k | 1.22 k | 1.2 k | 1.18 k | 1.16 k | 1.16 k | 1.13 k |
Locations | 92 | 93 | 91 | 90 | 85 | 82 | 94 | 92 | 93 | 93 | 94 |
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
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.
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