Oppenheimer Holdings, Inc. · NYSE:OPY
Oppenheimer — Q2 2026 Earnings Presentation
12 slides from Oppenheimer's earnings presentation, Aug 3, 2026
Slide 1: Second Quarter 2026 Investor Update
Oppenheimer Holdings Inc. Second 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: Oppenheimer Snapshot and 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. • Hong Kong, China• London, UK • Geneva, Switzerland • St. Helier, Isle of Jersey • Tel Aviv, Israel $27.4 mill
Slide 4: Summary Operating Results: 2Q-26 vs 2Q-25
The effective tax rate for the current period was 30.7%, lower when compared with 32.7% for the prior year period primarily due to fewer nondeductible foreign losses during the current period Summary Operating Results: 2Q-26 vs 2Q-25 (Unaudited) Highlights ($000’s, except otherwise indicated) For th
Slide 5: Select Financial Measures
5 Select Financial Measures Earnings per Share ($)(1) Net Income ($M)1Revenue ($M) Stockholders’ Equity ($M)1 1 Attributable to Oppenheimer Holdings Inc. 2 Non-GAAP measure excludes pre-tax expenses of $24.9 million and $8.3 million related to the mark-to-market remeasurement of liability-based stoc
Slide 6: Segment Revenue Breakdown 2Q-26 vs 2Q-25
6 Segment Revenue Breakdown 2Q-26 vs 2Q-25 Pre-Tax Income Breakdown by Segment ($M)Revenue Breakdown by Segment ($M) Wealth Management Capital Markets 2Q-26 Revenue $454.9 M 2Q-25 Revenue $373.2 M $3.0 Corp/Other $3.8 Corp/Other 39% 60% 33% 66%
Slide 7: Wealth Management
Wealth Management Well-recognized brand and one of the few independent, non-bank broker-dealers with full service capabilities Retail Services • Full-Service Brokerage • Financial Planning, Retirement Services, Insurance Solutions, Corporate & Executive Services & Trust Services • Margin & Securitie
Slide 8: Capital Markets
22.4% Sales & Trading Revenues 2Q-26 vs 2Q-25 87.9% Investment Banking Revenues 2Q-26 vs 2Q-25 Capital Markets A leading capital markets business providing sophisticated investment banking, research and trading solutions Healthcare Technology Transportation & Logistics Financial Institutions Consume
Slide 9: Capital Structure
9 Capital Structure Book & Tangible Book Value per Share ($) Dividends and Stock Repurchases As of June 30, 2026 ($ in millions) Total Assets: $ 4,230.7 Stockholders’ Equity:(1) $ 983.4 Broker-Dealer Regulatory Capital ($ in millions) Regulatory Net Capital: $ 444.8 Regulatory Excess Net Capital: $
Slide 10: Net Income and Earnings Per Share U.S. GAAP Reconciliation
Net Income Attributable to Oppenheimer Holdings Inc. and Earnings Per Share U.S. GAAP Reconciliation ('000s, except per share amounts) For the Three Months Ended For the Six Months Ended June 30, 2026 June 30, 2025 June 30, 2026 June 30, 2025 Net income attributable to Oppenheimer Holdings Inc. (U.S
Slide 11: Explanation of Non-GAAP Financial Measures
Explanation of Non-GAAP Financial Measures The tables on the previous slide reconcile our non-GAAP financial measures to their respective U.S. GAAP measures. The Company included certain non-GAAP financial measures within this presentation to supplement the U.S. Generally Accepted Accounting Princip
Slide 12: For more information contact Investor Relations
For more information contact Investor Relations at info@opco.com