Oppenheimer Holdings, Inc. · NYSE:OPY
Oppenheimer — Q1 2025 Earnings Presentation
10 slides from Oppenheimer's earnings presentation, May 2025
Slide 1: First Quarter 2025 Investor Update
Oppenheimer Holdings Inc. First 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 March 31, 2025) Listed NYSE Ticker: OPY $367.8 million $30.7 mill
Slide 4: Summary Operating Results: 1Q-25 vs 1Q-24 (Unaudited)
Summary Operating Results: 1Q-25 vs 1Q-24 (Unaudited) ($000’s, except otherwise indicated) For the 3-Months Ended REVENUE 3/31/2025 3/31/2024 % Change Highlights Commissions $ 110,878 $ 95,850 15.7 % Increased revenue for the first quarter of 2025 was primarily driven by significantly higher Advisor
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 1Q-25 vs 1Q-24
Segment Revenue Breakdown 1Q-25 vs 1Q-24 Revenue Breakdown by Segment ($M) Pre-Tax Income Breakdown by Segment ($M) 1Q-25 Revenue $367.8 MM 34% Wealth $2.5 Management Corp/Other 66% 1Q-24 Revenue $353.1 MM 32% $3.0 Corp/Other Capital Markets 68% 6
Slide 7: Wealth Management
Wealth Management Well-recognized brand and one of the few independent, non-bank broker-dealers with full service capabilities Retail Services Advisory Services Retail Investments • Full-Service Brokerage • Investment Policy Design & Implementation • Hedge Funds & Fund-of-Funds • Financial Planning,
Slide 8: Capital Markets
Capital Markets A leading capital markets business providing sophisticated investment banking, research and trading solutions Investment Banking Equity Services Institutional Equities Capital Markets Revenue ($M) Focus Industries • Sales and Trading • Equity Research Healthcare − 35+ senior research
Slide 9: Capital Structure
Capital Structure Liquidity & Capital As of March 31, 2025 ($ in thousands) • Stockholders’ equity of $872.3 million as of March 31, 2025 Total Assets: $ 3,572,182 • Book value ($82.87) and tangible book value ($65.85) per share Stockholders’ Equity: $ 872,266 increased from the prior year period la
Slide 10: For more information contact Investor Relations
For more information contact Investor Relations at info@opco.com