Oppenheimer Holdings, Inc. · NYSE:OPY
Oppenheimer — Q2 2025 Earnings Presentation
10 slides from Oppenheimer's earnings presentation, Aug 4, 2025
Slide 1: Second Quarter 2025 Investor Update
Oppenheimer Holdings Inc. Second 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 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. • Hong Kong, China• London, UK • Geneva, Switzerland • St. Helier, Isle of Jersey • Tel Aviv, Israel (1) Repres
Slide 4: Summary Operating Results: 2Q-25 vs 2Q-24
The effective tax rate for the current period was 32.7% compared with 35.3% for the prior year period, as the impact of certain unfavorable permanent items and nondeductible foreign losses was reduced in the current period Earnings per share (Basic)1 $ 2.06 $ 0.99 108.1 % Earnings per share (Diluted
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.
Slide 6: Segment Revenue Breakdown 2Q-25 vs 2Q-24
6 Segment Revenue Breakdown 2Q-25 vs 2Q-24 Pre-Tax Income Breakdown by Segment ($M)Revenue Breakdown by Segment ($M) Wealth Management Capital Markets 2Q-25 Revenue $373.2 MM 2Q-24 Revenue $330.6 MM $3.8 Corp/Other $4.0 Corp/Other 33% 66% 28% 71%
Slide 7: Wealth Management
Wealth Management Well-recognized brand and one of the few independent, non-bank broker-dealers with full service capabilities Retail Services • Full-Service Brokerage • Financial Planning, Retirement Services, Insurance Solutions, Corporate & Executive Services & Trust Services • Margin & Securitie
Slide 8: Capital Markets
21.8% Sales & Trading Revenues 2Q-25 vs 2Q-24 62.5% Investment Banking Revenues 2Q-25 vs 2Q-24 Capital Markets A leading capital markets business providing sophisticated investment banking, research and trading solutions Healthcare Technology Transportation & Logistics Financial Institutions Consume
Slide 9: Capital Structure
9 Capital Structure Book & Tangible Book Value per Share ($) Liquidity & Capital • Stockholders’ equity of $896.9 million as of June 30, 2025 • Book value ($85.27) and tangible book value ($68.25) per share increased from the prior year period largely as a result of positive earnings • The Board of
Slide 10: For more information contact Investor Relations
For more information contact Investor Relations at info@opco.com