Oppenheimer Holdings, Inc. · NYSE:OPY
Oppenheimer — Q3 2025 Earnings Presentation
10 slides from Oppenheimer's earnings presentation, November 2025
Slide 1: Third Quarter 2025 Investor Update
Oppenheimer Holdings Inc. Third Quarter 2025 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 September 30, 2025) Listed NYSE Ticker: OPY $424.4 million $21.7
Slide 4: Summary Operating Results: 3Q-25 vs 3Q-24 (Unaudited)
Summary Operating Results: 3Q-25 vs 3Q-24 (Unaudited) ($000’s, except otherwise For the 3-Months Ended For the 9-Months Ended indicated) REVENUE 9/30/2025 9/30/2024 % 9/30/2025 9/30/2024 % Highlights Change Change Commissions $ 120,684 $ 103,079 17.1 % $ 341,587 $ 295,984 15.4 % Increased revenue fo
Slide 5: Select Financial Measures
Select Financial Measures Revenue ($M) Net Income ($M)1 Earnings per Share ($)1 Stockholders’ Equity ($M)1 1 Attributable to Oppenheimer Holdings Inc. 5
Slide 6: Segment Revenue Breakdown 3Q-25 vs 3Q-24
Segment Revenue Breakdown 3Q-25 vs 3Q-24 Revenue Breakdown by Segment ($M) Pre-Tax Income Breakdown by Segment ($M) 3Q-25 Revenue $424.4 MM Wealth 38% $2.6 Management Corp/Other 61% 3Q-24 Revenue $373.4 MM 33% $3.4 Corp/Other Capital Markets 66% 6
Slide 7: Wealth Management
Wealth Management Well-recognized brand and one of the few independent, non-bank broker-dealers with full service capabilities Retail Services Advisory Services Retail Investments • Full-Service Brokerage • Investment Policy Design & Implementation • Hedge Funds & Fund-of-Funds • Financial Planning,
Slide 8: Capital Markets
Capital Markets A leading capital markets business providing sophisticated investment banking, research and trading solutions Investment Banking Equity Services Institutional Equities Capital Markets Revenue ($M) Focus Industries • Sales and Trading • Equity Research Healthcare − 37 senior research
Slide 9: Capital Structure
Capital Structure Liquidity & Capital As of September 30, 2025 ($ in thousands) • Record high stockholders’ equity of $920.3 million as of Total Assets: $ 3,818,148 September 30, 2025 • Book value of $87.47 and tangible book value of $70.48 per share, Stockholders’ Equity: $ 920,274 both fresh recor
Slide 10: For more information contact Investor Relations
For more information contact Investor Relations at info@opco.com