Oppenheimer Holdings, Inc. · NYSE:OPY
Oppenheimer — FY2024 Earnings Presentation
12 slides from Oppenheimer's earnings presentation, Feb 3, 2025
Slide 1: Fourth Quarter and Full Year 2024 Investor Update
Oppenheimer Holdings Inc. Fourth Quarter and Full Year 2024 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 and Oppenheimer Snapshot
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. 3 • Hong Kong, China• London, UK • Geneva, Switzerland • St. Helier, Isle of Jersey • Tel Aviv, Israel (1) Repr
Slide 4: Summary Operating Results: 4Q-24 vs. 4Q-23
Earnings (loss) per share (Basic)1 $ 1.04 $ 1.07 (2.8)% Earnings (loss) per share (Diluted)1 $ 0.92 $ 0.98 (6.1)% Summary Operating Results: 4Q-24 vs. 4Q-23 (Unaudited) 4 Highlights ($000’s, except otherwise indicated) For the 3-Months Ended REVENUE 12/31/2024 12/31/2023 % Change Commissions $ 113,7
Slide 5: Summary Operating Results: 2024 vs. 2023
Earnings (loss) per share (Basic)1 $ 6.91 $ 2.81 145.9% Earnings (loss) per share (Diluted)1 $ 6.37 $ 2.59 145.9% Summary Operating Results: 2024 vs. 2023 (Unaudited) 5 Highlights ($000’s, except otherwise indicated) For the 12-Months Ended REVENUE 12/31/2024 12/31/2023 % Change Commissions $ 409,71
Slide 6: Select Financial Measures
6 Select Financial Measures Earnings per Share ($)1 Net Income ($M)1Revenue ($M) Shareholders’ Equity ($M)1 1 Attributable to Oppenheimer Holdings Inc.
Slide 7: Segment Revenue Breakdown 4Q-24 vs. 4Q-23
7 Segment Revenue Breakdown 4Q-24 vs. 4Q-23 Pre-Tax Income Breakdown by Segment ($M)Revenue Breakdown by Segment ($M) Wealth Management Capital Markets 4Q-24 Revenue $375.4 MM 4Q-23 Revenue $308.3 MM 71.3 30% $2.6 Corp/Other $1.5 Corp/Other 68% 32% 73% 26% $(18.2) 1Includes $20.5 million (pre-tax) e
Slide 8: Segment Revenue Breakdown 2024 vs. 2023
8 Segment Revenue Breakdown 2024 vs. 2023 Pre-Tax Income Breakdown by Segment ($M)Revenue Breakdown by Segment ($M) Wealth Management Capital Markets 2024 Revenue $1,432.5 MM 2023 Revenue $1,248.8 MM $54.5 71.3 30% $12.8 Corp/Other $12.7 Corp/Other 68% 31% 28% 71% 1Includes $32.6 million (pre-tax) e
Slide 9: Wealth Management
Wealth Management Well-recognized brand and one of the few independent, non-bank broker-dealers with full service capabilities Retail Services • Full-Service Brokerage • Financial Planning, Retirement Services, Insurance Solutions, Corporate & Executive Services & Trust Services • Margin & Securitie
Slide 10: Capital Markets
19.6% Sales & Trading Revenues 2024 vs 2023 Capital Markets A leading capital markets business providing sophisticated investment banking, research and trading solutions Healthcare Technology Transportation & Logistics Finance & Real Estate Consumer & Retail Energy Capital Markets Revenue Breakdown
Slide 11: Capital Structure
11 Capital Structure Book & Tangible Book Value per Share ($) Liquidity & Capital • Stockholders’ equity of $850.4 million as of December 31, 2024 • Book value ($82.31) and tangible book value ($64.96) per share at record levels largely as a result of positive earnings • The Board of Directors annou
Slide 12: Contact Investor Relations
For more information contact Investor Relations at info@opco.com