Oppenheimer Holdings reports Q4 EPS 92c vs. 98c last year
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jan 31 2025
0mins
Should l Buy OPY?
Financial Performance: The firm reported Q4 revenue of $375.4M, up from $308.3M last year, with assets under management (AUM) increasing to $49.4B from $43.9B, despite facing a $32.6M pre-tax expense due to stock price increases affecting employee liability awards.
Market Outlook: CEO Albert Lowenthal expressed optimism about the future, highlighting strong operational results for 2024 and positive economic indicators suggesting a potential "soft landing" as the company looks forward to continued client service and growth.
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Analyst Views on OPY
About OPY
Oppenheimer Holdings Inc., through its subsidiaries, is a middle market investment bank and full-service broker-dealer. The Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (corporate and public finance), equity and fixed income research, market-making, trust services, and investment advisory and asset management services. The Company’s Wealth Management segment provides a comprehensive array of financial services through a network of financial advisors. Its wealth management services include full-service brokerage, wealth planning, and margin lending. Its Capital Markets segment includes investment banking, institutional equities sales, trading, and research, taxable fixed income sales, trading, and research, public finance and municipal trading, as well as the Company's operations in the United Kingdom, Hong Kong and Israel.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Market Dynamics: The resurgence of public markets has driven growth in the company's equity capital markets (ECM) and profits, suggesting that Oppenheimer has capitalized on opportunities during the market recovery, enhancing its competitive position.
- Dividend Performance: Despite facing challenges, Oppenheimer Holdings' dividend performance remains noteworthy, showcasing the company's commitment to maintaining shareholder returns even in the face of poor overall financial results.
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