Oppenheimer Holdings, Inc. · NYSE:OPY
Oppenheimer — Q3 2024 Earnings Presentation
10 slides from Oppenheimer's earnings presentation, 2024
Slide 1: Oppenheimer Holdings Inc. Third Quarter 2024 Investor Update
Oppenheimer Holdings Inc. Third Quarter 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
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 9/30/2024) Listed NYSE Ticker: OPY $373.4 million $24.5 million S
Slide 4: Summary Operating Results: 3Q-24 vs. 3Q-23 (Unaudited)
Summary Operating Results: 3Q-24 vs. 3Q-23 (Unaudited) ($000’s) For the 3-Months Ended REVENUE 9/30/2024 9/30/2023 % Change Highlights Commissions 103,079 83,933 22.8 % Increased revenue for the third quarter of 2024 was primarily driven by significantly Advisory fees 121,631 107,969 12.7 % higher a
Slide 5: Select Financial Measures
Select Financial Measures Revenue ($M) Net Income ($M)1 Earnings per Share ($)1 Shareholders’ Equity ($M)1 BV/Share 54.93 65.66 72.41 76.72 75.01 81.10 1 Attributable to Oppenheimer Holdings Inc. 5
Slide 6: Segment Revenue Breakdown 3Q-24 vs. 3Q-23
Segment Revenue Breakdown 3Q-24 vs. 3Q-23 Revenue Breakdown by Segment ($M) Pre-Tax Income Breakdown by Segment ($M) 3Q-24 Revenue $373.4 MM Private Client $3.3 33% Corp/Other $54.5 59% 7% Asset Management 3Q-23 Revenue $312.7 MM 30% $4.0 71.3 Corp/Other 71.3 30% 30% Capital Markets 7% 62% 150.8 57%
Slide 7: Wealth Management
Wealth Management Well-recognized brand and one of the few independent, non-bank broker-dealers with full service capabilities Retail Services Advisory Services Retail Investments • Full-Service Brokerage • Investment Policy Design & Implementation • Hedge Funds & Fund-of-Funds • Financial Planning,
Slide 8: Capital Markets
Capital Markets A leading capital markets business providing sophisticated investment banking, research and trading solutions Investment Banking Retail Services Institutional Equities Capital Markets Revenue ($M) Focus Industries • Sales and Trading • Equity Research Healthcare − 35+ senior research
Slide 9: Capital Structure
Capital Structure As of September 30, 2024 ($ in thousands) Liquidity & Capital Total Assets: $3,367,285 • Stockholders’ equityof $837.8 million as of September 30, 2024 • Book value ($81.10) and tangible book value ($64.03) per share Stockholders’ Equity: $ 837,838 increased from the prior year per
Slide 10: For more information contact Investor Relations at info@opco.com
For more information contact Investor Relations at info@opco.com