Oppenheimer Holdings, Inc. · NYSE:OPY
Oppenheimer — Q4 2025 Earnings Presentation
12 slides from Oppenheimer's earnings presentation, 2026
Slide 1: Fourth Quarter and Full Year 2025 Investor Update
Oppenheimer Holdings Inc. Fourth Quarter and Full Year 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 12/31/2025) Listed NYSE Ticker: OPY $1.6 billion $148.4 million S
Slide 4: Summary Operating Results: 4Q-25 vs. 4Q-24 (Unaudited)
Summary Operating Results: 4Q-25 vs. 4Q-24 (Unaudited) ($000’s, except otherwise indicated) For the 3-Months Ended REVENUE 12/31/2025 12/31/2024 % Change Highlights Record high quarterly revenue of $472.6 Commissions $ 122,828 $ 113,726 8.0 % million, basic earnings per share of $7.08 and diluted ea
Slide 5: Summary Operating Results: 2025 vs. 2024 (Unaudited)
Summary Operating Results: 2025 vs. 2024 (Unaudited) ($000’s, except otherwise indicated) For the 12-Months Ended REVENUE 12/31/2025 12/31/2024 % Change Highlights Commissions $ 464,415 $ 409,710 13.4 % Record high revenue of $1.6 billion, basic earnings per share of $14.13 and diluted Advisory fees
Slide 6: Select Financial Measures
Select Financial Measures Revenue ($M) Net Income ($M)1 Earnings per Share ($)1 Stockholders’ Equity ($M)1 1 Attributable to Oppenheimer Holdings Inc. 6
Slide 7: Segment Revenue Breakdown 4Q-25 vs. 4Q-24
Segment Revenue Breakdown 4Q-25 vs. 4Q-24 Revenue Breakdown by Segment ($M) Pre-Tax Income Breakdown by Segment ($M) 4Q-25 Revenue $472.6 M Wealth Management $2.4 39% Corp/Other 61% 4Q-24 Revenue $375.4 M Capital Markets 32% $2.6 Corp/Other 68% 7
Slide 8: Segment Revenue Breakdown 2025 vs. 2024
Segment Revenue Breakdown 2025 vs. 2024 Revenue Breakdown by Segment ($M) Pre-Tax Income Breakdown by Segment ($M) 2025 Revenue $1,638.1 M Wealth Management 36% $11.4 Corp/Other 63% 2024 Revenue $1,432.5 M 31% Capital Markets $12.8 Corp/Other 68% 8
Slide 9: Wealth Management
Wealth Management Well-recognized brand and one of the few independent, non-bank broker-dealers with full service capabilities Retail Services Advisory Services Retail Investments • Full-Service Brokerage • Investment Policy Design & Implementation • Hedge Funds & Fund-of-Funds • Financial Planning,
Slide 10: Capital Markets
Capital Markets A leading capital markets business providing sophisticated investment banking, research and trading solutions Investment Banking Institutional Equities Capital Markets Revenue ($M) Focus Industries • Sales and Trading • Equity Research Healthcare − 36 senior research analysts coverin
Slide 11: Capital Structure
Capital Structure Liquidity & Capital As of December 31, 2025 ($ in thousands) • Stockholders’ equity of $983.8 million as of December 31, 2025 Total Assets: $3,722,415 • Book value of $93.81 and tangible book value of $76.78 per share at record levels largely as a result of positive earnings Stockh
Slide 12: For more information contact Investor Relations at info@opco.com
For more information contact Investor Relations at info@opco.com