Oppenheimer Holdings company profile - Office locations, jobs, key people, competitors, financial metrics, news, company life

Financial Services banks brokerage capital markets investment mortgages tax

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(Q1, 2017)

$213.3 M

Market capitalization(2017-08-17)

$212.2 M

Locations(Q2, 2017)

Company Growth (employees)

Type

Public

New York, US

Founded

1950

Size (employees)

2,969 (est)-2%

Website

opco.com

New York, US (HQ)

85 Broad St

Hong Kong , HK

Henley Building 5 Queen's Road Central

London, GB

6 Gracechurch St

Tel Aviv-Yafo, IL

50 Dizengoff St

Oppenheimer Holdings Financial Metrics

Oppenheimer Holdings's revenue was reported to be $213.3 m in Q1, 2017

Summary

USD

Oppenheimer Holdings's current market capitalization is $212.2 m.

Source: SEC Filings

Income Statement

Annual

USD	FY, 2013	FY, 2014	FY, 2015	FY, 2016
Revenue	1 b	1 b	928.4 m	857.8 m
Revenue growth, %		(1%)	(8%)	(8%)
Operating expense total				226.4 m
Pre tax profit	23.4 m	9.6 m	(4.2 m)
Net Income	26.2 m	9.6 m	2.9 m	491 k

Quarterly

USD	Q2, 2014	Q3, 2014	Q1, 2015	Q2, 2015	Q3, 2015	Q1, 2016	Q2, 2016	Q3, 2016	Q1, 2017
Revenue	249.7 m	244.7 m	245.6 m	238.9 m	213.5 m	218.7 m	212.1 m	211.8 m	213.3 m
Sales and marketing expense	116.1 m	110.9 m	109.7 m	103.6 m	101.2 m	103.8 m	92.6 m	90 m	86.7 m
Operating expense total	116.1 m	110.9 m	109.7 m	103.6 m	101.2 m	103.8 m	92.6 m	90 m	86.7 m
Interest expense	12.5 m	12.4 m	11 m	12 m	14.4 m	13.4 m	12 m	11.3 m	10.6 m
Pre tax profit	136 k	10.9 m	9.9 m	2.6 m	(1.5 m)	(8 m)
Income tax expense	1.4 m	6.3 m	3.7 m	2 m	(750 k)	(4.1 m)	(2.6 m)	(751 k)	(1.7 m)
Net Income						(3.9 m)	6.7 m	(646 k)	(4.8 m)

Source: SEC Filings

Balance Sheet

Annual

USD	FY, 2013	FY, 2014	FY, 2015	FY, 2016
Cash	98.3 m	63.8 m	63.4 m	64.9 m
Goodwill	137.9 m	137.9 m	137.9 m	137.9 m
Total Assets	3 b	2.8 b	2.7 b	2.2 b
Accounts Payable	192.6 m	141.4 m	164.8 m	95.3 m
Total Liabilities				1.7 b
Common Stock	60.2 m	62.4 m	57.5 m	59.4 m
Retained Earnings	418.2 m	421 m	417 m	410.3 m
Total Equity	527.9 m		525.1 m	513.3 m
Financial Leverage	5.6 x		5.1 x	4.4 x

Quarterly

USD	Q2, 2014	Q3, 2014	Q1, 2015	Q2, 2015	Q3, 2015	Q1, 2016	Q2, 2016	Q3, 2016	Q1, 2017
Cash	65.2 m	77.9 m	66.9 m	50.3 m	47.3 m	62.5 m	107.5 m	99 m	62.4 m
Goodwill	137.9 m	137.9 m	137.9 m	137.9 m	137.9 m	137.9 m	137.9 m	137.9 m	137.9 m
Total Assets	3 b	2.9 b	2.8 b	2.9 b	2.9 b	2.6 b	2.6 b	2.6 b	2.5 b
Common Stock	62.2 m	62.4 m	65.3 m	65.5 m	59.2 m	59.3 m	59.3 m	59.5 m	58.9 m
Retained Earnings	416.9 m	419.9 m	425.3 m	424 m	421.6 m	411.7 m	415.7 m	413.5 m	403.6 m
Total Equity				538.6 m	529.8 m	516.3 m	522.1 m	516 m	502.6 m
Financial Leverage				5.4 x	5.4 x	5.1 x	4.9 x	5 x	5 x

Cash Flow

Annual

USD	FY, 2013	FY, 2014	FY, 2015	FY, 2016
Net Income				491 k
Accounts Payable	11.9 m	(51.3 m)	22.5 m	(70 m)
Interest Paid	26.5 m	18.8 m	17.3 m	19.7 m

Quarterly

USD	Q2, 2014	Q3, 2014	Q1, 2015	Q2, 2015	Q3, 2015	Q1, 2016	Q2, 2016	Q3, 2016	Q1, 2017
Net Income						(3.9 m)	6.7 m	(646 k)	(4.8 m)
Accounts Payable	165.6 m	170.2 m	203.5 m	182.4 m	145.8 m	126.2 m	110.4 m	105.8 m	3.3 m
Cash From Financing Activities									41 m
Interest Paid									2 m

Ratios

USD	Y, 2017
Revenue/Employee	70.1 k
Financial Leverage	5 x

Oppenheimer Holdings Operating Metrics

Oppenheimer Holdings's Assets Under Management was reported to be $26.1 b in Q2, 2017. Oppenheimer Holdings's Locations was reported to be 94 in Q2, 2017

	FY, 2014	Q1, 2015	Q2, 2015	Q3, 2015	FY, 2015	Q1, 2016	Q2, 2016	Q3, 2016	FY, 2016	Q1, 2017	Q2, 2017
Locations	92	93	91	90	85	82	94	92	93	93	94
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

Oppenheimer Holdings

Company Growth (employees)

Oppenheimer Holdings Office Locations

Oppenheimer Holdings Data and Metrics

Oppenheimer Holdings Financial Metrics

Summary

Revenue (Q1, 2017)

Net income (Q1, 2017)

Market capitalization (17-Aug-2017)

Cash (31-Mar-2017)

Income Statement

Revenue

Revenue growth, %

Operating expense total

Pre tax profit

Net Income

Revenue

Sales and marketing expense

Operating expense total

Interest expense

Pre tax profit

Income tax expense

Net Income

Balance Sheet

Cash

Goodwill

Total Assets

Accounts Payable

Total Liabilities

Common Stock

Retained Earnings

Total Equity

Financial Leverage

Cash

Goodwill

Total Assets

Common Stock

Retained Earnings

Total Equity

Financial Leverage

Cash Flow

Net Income

Accounts Payable

Interest Paid

Net Income

Accounts Payable

Cash From Financing Activities

Interest Paid

Ratios

Revenue/Employee

Financial Leverage

Oppenheimer Holdings Operating Metrics

Locations

Assets Under Administration

Assets Under Management

Financial Advisors

Oppenheimer Holdings Market Value History

Oppenheimer Holdings Revenue Breakdown

Market Position of Oppenheimer Holdings

Competitors

Traffic Overview of Oppenheimer Holdings

Oppenheimer Holdings Company Life and Culture

You may also be interested in