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5-factor analysis: Valuation, Growth, Profitability, Momentum, Financial Health.
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Disclaimer: The content on this page is for informational and educational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Past performance does not guarantee future results. Consult a licensed financial advisor before making any investment decisions.
Quarterly filings sourced directly from SEC EDGAR. Real-time earnings actuals are in the Earnings panel above.
| Date | Open | Close | Δ | Vol |
|---|---|---|---|---|
| 05-11 | $95.03 | $94.87 | -0.17% | 0.1M |
| 05-12 | $94.52 | $94.89 | +0.39% | 0.1M |
| 05-13 | $94.97 | $94.34 | -0.66% | 0.0M |
| 05-14 | $95.44 | $95.50 | +0.06% | 0.0M |
| 05-15 | $94.22 | $94.36 | +0.15% | 0.1M |
Earnings (▲ beat / ▼ miss) and ex-dividend dates plotted on the price line. Educational — proximity does not establish causation.
Documents are served directly from sec.gov / the issuer's website — Stonvex does not proxy or store filings.
These are published opinions from external sell-side analysts — not Stonvex recommendations. Ratings may change without notice, may conflict with each other, and may be wrong. Not investment advice.
Consensus aggregated from publicly disclosed sell-side analyst ratings. Stonvex is not a registered investment advisor and does not endorse any of the ratings shown. Past analyst ratings do not predict future price movements.
| Metric | Q1 2026 2026-03-31 | Annual 2025 2025-12-31 | Q3 2025 2025-09-30 | Q2 2025 2025-06-30 |
|---|---|---|---|---|
Revenue | $399.37M | $1.42B | $1.01B | $637.55M |
Operating Income | $-27.00M | $211.19M | $105.22M | $73.59M |
Net Income | $-20.58M | $148.40M | $74.04M | $52.33M |
EPS (Diluted) | $-1.93 | $13.04 | $6.53 | $4.63 |
Total Assets | $3.82B | $3.72B | $3.82B | $3.69B |
Total Liabilities | $2.85B | $2.73B | $2.90B | $2.79B |
Cash & Equivalents | $34.60M | $38.41M | $38.29M | $37.62M |
Free Cash Flow OCF − CapEx | $-189.98M | $183.56M | $7.74M | $-54.48M |
Shares Outstanding | 10.64M | 11.38M | 11.35M | 11.31M |
Oppenheimer Holdings Inc conducts activities in the securities industry. The company is involved in retail securities brokerage, investment banking (both corporate and public finance), institutional sales and trading, market-making, research, trust services, and investment advisory and asset management services. The company has two segments: Wealth Management, and Capital Markets. IT generates maximum revenue from Wealth Management Segment which includes commissions and fee income earned on assets under management (AUM), net interest earnings on client margin loans and cash balances, fees from money market funds, custodian fees and other activities. The company generates the majority of its revenue from the Americas, with the rest from Europe, the Middle East, and Asia.