Oppenheimer Overview
Industry: Capital Markets
Sector: Financial Services
Oppenheimer Holdings Inc., through its subsidiaries, operates as a middle-market investment bank and full-service broker-dealer in the Americas, Europe, the Middle East, and Asia. The company offers brokerage services covering corporate equity and debt securities, money market instruments, exchange-traded options and futures contracts, municipal bonds, mutual funds, exchange-traded funds, and unit investment trusts; financial and wealth planning services; and margin lending services. It also provides asset management services, including separately managed accounts, mutual fund managed accounts, discretionary portfolio management programs, non-discretionary investment advisory and consultation services, alternative investments, portfolio enhancement programs, and institutional taxable fixed income portfolio management strategies and solutions, as well as taxable and non-taxable fixed income portfolios and strategies. In addition, the company offers investment banking services, such as strategic advisory services and capital markets products; merger and acquisition, equities capital market, debt capital market, debt advisory and restructuring, and fund placement services; and institutional equity sales and trading, equity research, equity derivatives and index options, convertible bonds, trading, and investment services. Further, it provides institutional fixed income sales and trading, fixed income research, public finance, and municipal trading services; repurchase agreements and securities lending services; and proprietary trading and investment activities. Additionally, the company offers underwritings, market-making, trust, and discount services. It serves high-net-worth individuals and families, corporate executives, public and private businesses, institutions and corporations, governments, financial sponsors, and domestic and international investors. Oppenheimer Holdings Inc. was founded in 1881 and is headquartered in New York, New York. Oppenheimer Holdings Inc., through its subsidiaries, operates as a middle-market investment bank and full-service broker-dealer in the Americas, Europe, the Middle East, and Asia. The company offers brokerage services covering corporate equity and debt securities, money market instruments, exchange- Read MoreMavefund brings filings, fundamentals, valuation, price history and news for Oppenheimer into one research view. The sections below show what strengthens or weakens the research case.
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Reported Results
What the company reported, with filing details kept small.
Quarterly result summary
Revenue was $454.9M (reported); EPS was -$1 (reported).
What changed
- Revenue reported to $454.9M; EPS reported to -$1.
Guidance / outlook
No formal outlook was extracted from this filing excerpt. Open the SEC source to review full management commentary.
Source: SEC EDGAR company-filed earnings materials. Dates are shown only for verification; review the source filing before relying on extracted report details.
Other recent earnings materials
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Recent News
Company-relevant articles from sources that pass the Mave Signal relevance and reliability checks.
Home Depot, Lowe's Quarterly Results Unlikely to Show Signs of Recovery Amid Macro Pressures, Oppenheimer Says
Headline from Yahoo Finance: Home Depot, Lowe's Quarterly Results Unlikely to Show Signs of Recovery Amid Macro Pressures, Oppenheimer Says.
Okta Fiscal Q2 Revenue Could Top Guidance as Sales Execution Improves, Oppenheimer Says
Headline from Yahoo Finance: Okta Fiscal Q2 Revenue Could Top Guidance as Sales Execution Improves, Oppenheimer Says.
Oppenheimer maintains Perform on Plug Power stock after earnings beat
Headline from Investing.com: Oppenheimer maintains Perform on Plug Power stock after earnings beat.
S&P 500 Companies' Quarterly Earnings Growth Eases Amid Healthcare Drop, Oppenheimer Says
Headline from Yahoo Finance: S&P 500 Companies' Quarterly Earnings Growth Eases Amid Healthcare Drop, Oppenheimer Says.
Oppenheimer reiterates Outperform on AAON stock after earnings beat
Headline from Investing.com: Oppenheimer reiterates Outperform on AAON stock after earnings beat.
Oppenheimer reiterates Perform on Hertz stock after earnings beat By Investing.com
Headline from Investing.com South Africa: Oppenheimer reiterates Perform on Hertz stock after earnings beat By Investing.com.
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Financial Statements
Company-reported SEC EDGAR facts organized into the three core statements.
Source: SEC EDGAR companyfacts. Values are standardized company filings for research support, not personalized financial advice.