Every material Form 8-K OPPENHEIMER HOLDINGS INC has filed with the SEC since August 03, 2026, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
Oppenheimer Holdings subsidiary Viner Finance entered into a lease on November 5, 2026, for about 221,339 rentable square feet at 32 Old Slip in Lower Manhattan, to serve as the firm's principal New York City offices. Fixed annual rent is approximately $13.3 million for the first five years after rent commencement, rising in later periods, and the company expects significant additional capital spending for furniture, equipment and technology tied to the relocation.
Lease covers about 221,339 rentable square feet with an initial term of approximately 15.5 years.
Rent commencement is the later of six months after final delivery of the Premises and July 1, 2028; fixed rent is about $13.3 million a year for the first five years, $14.4 million for the next five, and $15.5 million thereafter.
Viner has an option to terminate at the tenth anniversary of rent commencement for a termination fee of a maximum aggregate of approximately $24 million.
Oppenheimer's press release says phased move-in is targeted to begin in the first quarter of 2028.
Oppenheimer Holdings posted a third quarter 2026 investor presentation with results showing revenue of $382.0 million, down 10.0% from a year earlier, and net income attributable to the company of $5.5 million, down 74.9%. Diluted EPS was $0.47 under U.S. GAAP versus $1.90 a year earlier, and the company also reported record stockholders' equity of $991.1 million at September 30, 2026.
Third quarter 2026 revenue was $382.0 million versus $424.4 million in the prior-year quarter, with investment banking revenue down 57.2%.
Third quarter GAAP diluted EPS was $0.47 versus $1.90; adjusted diluted EPS (non-GAAP) was $1.81 versus $2.77.
Nine-month 2026 revenue rose 10.0% to $1.28 billion, but net income of $12.2 million included a $70 million class action sweep litigation settlement.
The Board announced a quarterly dividend of $0.20 per share payable November 27, 2026, to holders of record on November 13, 2026.
Oppenheimer Holdings reported third quarter 2026 revenue of $382.0 million, down 10.0% from a year earlier, and net income of $5.5 million, or $0.52 per basic share, versus $21.7 million, or $2.06 per share, in the third quarter of 2025. The company said a $21.0 million pre-tax stock appreciation rights expense, tied to a rise in its share price, weighed on results, and its adjusted basic EPS was $1.96 versus $3.01.
Revenue was $382.0 million, down 10.0% from $424.4 million; Capital Markets revenue fell 29.7% to $114.0 million
Net income was $5.5 million, or $0.52 basic EPS, versus $21.7 million, or $2.06, a year earlier
Adjusted basic EPS, a non-GAAP measure, was $1.96 versus $3.01 in the prior-year quarter
Board declared a quarterly dividend of $0.20 per share, payable November 27, 2026, to holders of record on November 13, 2026
Oppenheimer Holdings posted its Second Quarter 2026 investor presentation on August 3, 2026, showing second-quarter revenue of $454.9 million, up 21.9% from a year earlier, and net income attributable to the company of $27.4 million, up 26.2%. Six-month net income fell 87.1% to $6.8 million, reflecting a $70 million pre-tax cash sweep litigation settlement recorded in the first quarter of 2026.
Q2 2026 total revenue $454.9 million, up 21.9% from $373.2 million in Q2 2025
Q2 2026 GAAP diluted EPS $2.38 versus $1.91 a year earlier; adjusted diluted EPS $3.98 (non-GAAP)
Six-month 2026 net income $6.8 million, down 87.1%, after the $70 million cash sweep settlement in Q1 2026
Board declared a quarterly dividend of $0.20 payable August 28, 2026, to holders of record on August 14, 2026
Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI's reading of the filing for shareholders, not a price forecast. Not investment advice.
Only material 8-Ks get a brief: results, deals, executive changes, restructuring, impairments, delisting notices, restatements, cybersecurity incidents and other disclosed events. Routine filings (vote results, exhibits only) are skipped. Every OPPENHEIMER HOLDINGS INC filing is on SEC EDGAR ↗. 8-K briefs of other companies →