Oppenheimer Holdings, Inc. · NYSE:OPY
Oppenheimer — Q2 2026 Earnings Presentation
12 slides from Oppenheimer's earnings presentation, 2026
Slide 1: Oppenheimer Holdings Inc. Second Quarter 2026 Investor Update
Oppenheimer Holdings Inc. Second Quarter 2026 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 June 30, 2026) Listed NYSE Ticker: Stockholders' Equity ($M):(1)
Slide 4: Summary Operating Results: 2Q-26 vs 2Q-25 (Unaudited)
Summary Operating Results: 2Q-26 vs 2Q-25 (Unaudited) ($000’s, except otherwise For the 3-Months Ended For the 6-Months Ended indicated) % % REVENUE 06/30/2026 6/30/2025 Change 06/30/2026 6/30/2025 Change Highlights Commissions $ 127,538 $ 110,025 15.9 % $ 255,879 $ 220,903 15.8 % Revenue increased
Slide 5: Select Financial Measures
Select Financial Measures Revenue ($M) Net Income ($M)1 Earnings per Share ($)(1) Stockholders’ Equity ($M)1 2 1 Attributable to Oppenheimer Holdings Inc. 2 Non-GAAP measure excludes pre-tax expenses of $24.9 million and $8.3 million related to the mark-to-market remeasurement of liability-based sto
Slide 6: Segment Revenue Breakdown 2Q-26 vs 2Q-25
Segment Revenue Breakdown 2Q-26 vs 2Q-25 Revenue Breakdown by Segment ($M) Pre-Tax Income Breakdown by Segment ($M) 2Q-26 Revenue $454.9 M Wealth 39% $3.0 Management Corp/Other 60% 2Q-25 Revenue $373.2 M 33% $3.8 Corp/Other Capital Markets 66% 6
Slide 7: Wealth Management
Wealth Management Well-recognized brand and one of the few independent, non-bank broker-dealers with full service capabilities Retail Services Advisory Services Retail Investments • Full-Service Brokerage • Investment Policy Design & Implementation • Hedge Funds & Fund-of-Funds • Financial Planning,
Slide 8: Capital Markets
Capital Markets A leading capital markets business providing sophisticated investment banking, research and trading solutions Investment Banking Institutional Equities Capital Markets Revenue ($M) Focus Industries • Sales and Trading • Equity Research Healthcare − 37 senior research analysts coverin
Slide 9: Capital Structure
Capital Structure Dividends and Stock Repurchases As of June 30, 2026 ($ in millions) Total Assets: $ 4,230.7 • The Board of Directors announced a quarterly dividend of $0.20 payable on August 28, 2026 to holders of Class A Stockholders’ Equity:(1) $ 983.4 non-voting and Class B voting common stock
Slide 10: Net Income Attributable to Oppenheimer Holdings Inc. and Earnings Per Share U.S. GAAP Reconciliation
Net Income Attributable to Oppenheimer Holdings Inc. and Earnings Per Share U.S. GAAP Reconciliation ('000s, except per share amounts) For the Three Months Ended For the Six Months Ended June 30, 2026 June 30, 2025 June 30, 2026 June 30, 2025 Net income attributable to Oppenheimer Holdings Inc. (U.S
Slide 11: Explanation of Non-GAAP Financial Measures
Explanation of Non-GAAP Financial Measures The tables on the previous slide reconcile our non-GAAP financial measures to their respective U.S. GAAP measures. The Company included certain non-GAAP financial measures within this presentation to supplement the U.S. Generally Accepted Accounting Princip
Slide 12: For more information contact Investor Relations at info@opco.com
For more information contact Investor Relations at info@opco.com