Oppenheimer Holdings, Inc. · NYSE:OPY
Oppenheimer — Q3 2026 Earnings Presentation
12 slides from Oppenheimer's earnings presentation, Nov 2, 2026
Slide 1: Third Quarter 2026 Investor Update
Oppenheimer Holdings Inc. Third 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 September 30, 2026) Listed NYSE Ticker: Stockholders' Equity ($M)
Slide 4: Summary Operating Results: 3Q and YTD 2026 vs 2025 (Unaudited)
Summary Operating Results: 3Q and YTD 2026 vs 2025 (Unaudited) ($000’s, except otherwise For the 3-Months Ended For the 9-Months Ended indicated) % % REVENUE 9/30/2026 9/30/2025 Change 9/30/2026 9/30/2025 Change Highlights Commissions $ 115,895 $ 120,684 (4.0) % $ 371,774 $ 341,587 8.8 % Revenue dec
Slide 5: 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. 2 2 Represents a non-GAAP measure; refer to the schedule on pages 10 and 11 for additional explanation of non-GAAP financial measures and a reconci
Slide 6: Segment Revenue 3Q-26 vs 3Q-25
Segment Revenue 3Q-26 vs 3Q-25 Revenue by Segment ($M) Pre-Tax Income by Segment ($M) 3Q-26 Revenue $382.0 M 30% Wealth $1.8 Management Corp/Other 70% 3Q-25 Revenue $424.4 M 38% $2.6 Corp/Other Capital Markets 61% 6
Slide 7: Wealth Management
Wealth Management Well-recognized brand and one of the few independent, non-bank broker-dealers with full service capabilities Retail Services Advisory Services Retail Investments • Full-Service Brokerage • Investment Policy Design & Implementation • Hedge Funds & Fund-of-Funds • Financial Planning,
Slide 8: Capital Markets
Capital Markets A leading capital markets business providing sophisticated investment banking, research and trading solutions Investment Banking Institutional Equities Capital Markets Revenue ($M) Focus Industries • Sales and Trading Healthcare • Equity Research − 37 senior research analysts coverin
Slide 9: Capital Structure
Capital Structure Dividends and Stock Repurchases As of September 30, 2026 ($ in millions) Total Assets: $ 4,088.9 • Special dividend of $1.00 per share paid in January of 2026 based on outstanding 2025 financial results Stockholders’ Equity:(1) $ 991.1 • The Board of Directors announced a quarterly
Slide 10: Net Income 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 Nine Months Ended 9/30/2026 9/30/2025 9/30/2026 9/30/2025 Net income attributable to Oppenheimer Holdings Inc. (U.S. GAAP) $ 5,459
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
For more information contact Investor Relations at [email protected]