Oppenheimer Holdings, Inc. · NYSE:OPY
Oppenheimer — Q1 2026 Earnings Presentation
12 slides from Oppenheimer's earnings presentation, 2026
Slide 1: Oppenheimer Holdings Inc. First Quarter 2026 Investor Update
Oppenheimer Holdings Inc. First Quarter 2026 Investor Update
Slide 2: Safe Harbor Statement
Safe Harbor Statement This presentation and other written or oral statements made from time to time by representatives of Oppenheimer Holdings Inc. ("Oppenheimer” or the “company”) may contain “forward-looking statements” within the meaning of Section 27A of the Securities Act of 1933, as amended, a
Slide 3: Business Overview
Business Overview Oppenheimer is a leading investment bank and full-service investment firm that provides financial services and advice to high net worth investors, individuals, businesses and institutions. Oppenheimer Snapshot (as of March 31, 2026) Listed NYSE Ticker: OPY $445.1 million $20.6 mill
Slide 4: Summary Operating Results: 1Q-26 vs 1Q-25 (Unaudited)
Summary Operating Results: 1Q-26 vs 1Q-25 (Unaudited) ($000’s, except otherwise indicated) For the 3-Months Ended REVENUE 3/31/2026 3/31/2025 % Change Highlights Commissions $ 128,341 $ 110,878 15.7 % Higher revenue for the first quarter of 2026 was driven by significantly higher investment Advisory
Slide 5: Select Financial Measures
Select Financial Measures Revenue ($M) Net Income (Loss) ($M)1 2 Earnings (Loss) per Share ("EPS") ($)1 Stockholders’ Equity ($M)1 1Q-26 Non-GAAP Attributable 1 to Oppenheimer Holdings Inc. Non-GAAP measure excludes a $70 million (pre-tax) accrual related to the "cash sweep" litigation settlement an
Slide 6: Segment Revenue Breakdown 1Q-26 vs 1Q-25
Segment Revenue Breakdown 1Q-26 vs 1Q-25 Revenue Breakdown by Segment ($M) Pre-Tax Income/Loss Breakdown by Segment ($M) 1Q-26 Revenue $445.1 MM Wealth $2.3 Management 42% Corp/Other 57% 1Q-25 Revenue $367.8 MM 34% $2.5 Corp/Other Capital Markets 66% 6
Slide 7: Wealth Management
Wealth Management Well-recognized brand and one of the few independent, non-bank broker-dealers with full service capabilities Retail Services Advisory Services Retail Investments • Full-Service Brokerage • Investment Policy Design & Implementation • Hedge Funds & Fund-of-Funds • Financial Planning,
Slide 8: Capital Markets
Capital Markets A leading capital markets business providing sophisticated investment banking, research and trading solutions Investment Banking Equity Services Institutional Equities Capital Markets Revenue ($M) Focus Industries • Sales and Trading • Equity Research Healthcare − 36 senior research
Slide 9: Capital Structure
Capital Structure Dividends and Stock Repurchases As of March 31, 2026 ($ in thousands) • The Board of Directors announced a $0.02 or 11.1% Total Assets: $ 3,815,278 increase in the quarterly dividend to $0.20 per share effective for the first quarter of 2026 payable on May 29, Stockholders’ Equity:
Slide 10: Explanation of Non-GAAP Financial Measures
Explanation of Non-GAAP Financial Measures The Company included certain non-GAAP financial measures within this presentation to supplement the U.S. Generally Accepted Accounting Principles ("GAAP") financial information. Adjusted results begin with information prepared in accordance with U.S. GAAP,
Slide 11: Net (Loss) Income and (Loss) Earnings Per Share U.S. GAAP Reconciliation
Net (Loss) Income Attributable to Oppenheimer Holdings Inc. and (Loss) Earnings Per Share U.S. GAAP Reconciliation Reconciliation of net (loss) income attributable to Oppenheimer Holdings Inc. to adjusted net income attributable to Oppenheimer Holdings Inc., reconciliation of basic (loss) earnings p
Slide 12: For more information contact Investor Relations
For more information contact Investor Relations at info@opco.com